Home

Sales User Manual

1. If you add a record using the A option you must reindex RSHO D 659 Appendix B 4 3 Rental Detail Lines FILENAME RSH3 D Rental Sales History File Type 3 record of RSHO D detail lines KEYS Store Number Transaction Number Line Number 10001 19999 COMMENTS These are the individual lines on a rental transaction CSOH4093 MAINTAIN RENTAL SALES HISTORX DETAIL RECORD RSH3 D Store 19 Check Out Date yyyymmdd Transaction Number 20 Check Out Time hhmm Line 10001 19999 21 Check In Date yyyymmdd Batch 22 Check In Time hhmm Line Type C 0 R S D 23 Rental Hours Non Taxable Y N 24 Billing Cycle Amount Line Updt BLNK A B 25 Tot Billing Cycl Amt Rental 26 Last Cycl Dt yyyymmdd Serial 27 Desc Quantity Rented 28 Not Used Price Price Method N H D W M Price Source A E 0 Units hrs days etc Extended Price Minimum Deposit Cost Extended Cost WODIKHUAWNE ENTER OPTION A V E NOTE If A option is used then RSHO D must be reindexed If you add a record using the A option you must reindex RSHO D 660 Dimensionsil Appendix B 4 4 Rental Totals FILENAME KEYS COMMENTS Dimensions11 RSH3 D Rental Sales History File Type 3 record of RSHO D totals Store Number Transaction Number Line Number 403 Since this is maintenance on the transaction totals the line number will always be 403
2. COMMENTS 5 OPTION NUMBER 0 8 1 Recalculation Price amp Market Cost 2 Recalculate Price Only 3 Recalculate Market Cost Only 4 Reprice to a or see field 6 5 Reprice to Specified Total Amount see field 6 6 Reprice to Specified Total GP Pct see field 6 7 Delete This Quote 8 Print and or Update l 3 see field 7 6 OPTION VALUE OPTS 4 6 Holds the value if you are repricing the quote order options 4 6 only 7 PRINT UPDATE FLAG 1 3 Holds the print update flag if you are using option 8 only 1 Print and Update 2 Print Only 3 Update Only 550 Dimensionsil Appendix A APPENDIX A SALES FILES Dimensions11 551 Appendix A APPENDIX A Sales Files Sales information is stored and processed using several files Each file contains very specific information and is used by the system when performing certain functions The following table shows a description of each file along with information on how records are added and deleted during normal sales processing 552 Dimensionsil Appendix A Filename Title Indexes__ Description How Added How Deleted SMO D Subfiles SM1 D SM2 D SM3 D SM4 D SM5 D SH0 D Subfiles Same as Sales Master File cont Sales Master File Header Misc Descriptions Line Detail Tally Totals Sales History File Completed Orders Quotes Dimensions11 Al 13 J1 ssSHO J2 POS update end of ticket Order Entrv Invoice
3. Minimum Rental Amount 0000 Rental Amount Rate 0000 Rental Amount Rate 0000 Rental Amount Months as Monthly Rate f Rental Amount lt Ent gt Accept Line lt Esc gt Reject lt UpA gt Change Units Rate The computer displays the following options at the bottom of the screen 583 Appendix B lt Ent gt Accept Line Press Enter to accept the line if it is OK This keeps the line and returns to Select Rental Item to enter another line or end this transaction lt Esc gt Reject Press Esc to reject the line This deletes the line from the ticket and returns to Select Rental Item to enter another line or end this transaction lt UpA gt Change Units Price Press the up arrow to change the units and or price The cursor moves to Units Enter a new number of units based on the rate calculation such as number of days weeks or months Or press Tab to leave unchanged Then the cursor moves to Rate Enter a new rate if needed Or press Tab to leave unchanged If you change the quantity and or rate at this point on the order the computer will not recalculate the rental amount when you recall the order to make a return when the customer brings the item back If you need to make an adjustment in the number of days the item was out or the rate when the item is returned if the customer had trouble with the equipment and lost work time to make repairs or exchanges you will not be able to do so Do not change the units pric
4. Store Number 2 Trans No 3 Line Number 403 Enter Option A V E FILENAME SH5 D Sales History File Type 5 record of SHO D Totals KEYS Store Number 1 99 Transaction Number Line Number 403 COMMENTS Since this is maintenance on sales totals history file the line number will always be 403 6 TAX SOURCE A adjustment M manual amount C manual code 29 TICKET PRICE OVERRIDE P Blank no override on ticket P yes price override on ticket 30 TICKET LOW MARGIN Blank within low margin yes under low margin 31 TICKET HIGH MARGIN 4 Blank with high margin yes above high margin 32 TOTAL DELIVERY only if using the delivery system Dimensionsil 527 Sales Special Maintenance Part 2 7 Additional Data DS004107 H Maintain Sales History Additional Data Record 407 Date mm dd yy Rev11 0 1 DIM11 FIX NZH Port 37 1 2 3 4 5 6 as 8 9 Store 01 Store Number Transaction Number Line Number Cannot Change Batch Number Total Weight COST OF SHIPPING INVOICE NUMBER TRUCK BILL OF LADING VENDOR NAME VENDOR ADDRESS VENDOR CITY STATE ZIP lt Esc gt Back lt Tab gt Forward sEnd FILENAME SHO D Sales Historv File Type 7 record of SHO D Additional Data KEYS Store Number 1 99 Transaction Number Line Number 407 Batch Number COMMENTS This program allows you to perform maintenance on the additional data 528
5. 1 01342400 24RLCC 1 27021210 PT250 Optional Field Sales Reports This feature works the same as Select Sales Optional Field as explained in the introduction to Section 2 Sales Reports except it allows vou to select fields from the Main Customer File SAMPLE SALES BV CUSTOMER BV ITEM Sales Bv Customer And Item Description CASH SALE SURFACE MOUNT MODULAR JACK INLINE MODULAR COUPLER 2 Items STORE 2 TRANSFER ACCOUNT 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 2 Items STORE 2 TRANSFER 4X8 3 4 CDX PLYWOOD 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 3 Items STORE 1 TRANSFER 2X6 96 STUD WHITE WOOD 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 3 Items ACME CONSTRUCTION 2X6 10 2 amp BTR DOUG FIR DRY 2X4 08 CONSTR COMMON REDWOOD 4x8 1 2 CDX PLYWOOD 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 5 Items ACME CONSTRUCTION 2X4 08 CONSTR COMMON REDWOOD 250 ROLL PERF A TAPE 2 Items ACME CONSTRUCTION 2X4 RL CONSTR COMMON REDWOOD 250 ROLL PERF A TAPE 1 97010002 SPEC ORDER 2 SPECIAL ORDER ITEM NUMBER f2 Customer Totals Customer 1300 000 1 01011121 2696WW 1 01162608 2608DFD 1 01162610 2610DFD 1 20103015 12CDXX Customer Totals etc Dimensionsil 3 Items JOHN MADDEN 2X6 96 STUD WHITE WOOD 2X6 08 2 amp BTR DOUG FIR DRY 2X6 10 2 amp BTR DOUG FIR DRY 1 2 4X8 CDX 32 16 CM1 D as well ABC COMPANY 03 01 97 Thru 03 31 97 Trans Qty Units 1313 DOVER ST 50
6. 46 4120116 2120314 11 04 97 000 Galloway Jayne 74 29 25 31 75 4120118 2120315 11 18 97 001 CLASSY DOORS amp WINDOWS 2 88 6 98 2 4120119 2120316 11 18 97 000 LAKE STATES TEST 78 20 34 59 88 4120120 2120317 11 18 97 000 LAKE STATES TEST 78 20 34 59 88 4120126 2120320 12 12 97 004 ACME CONSTRUCTION 7 91 24 12 7 4120128 2120330 01 06 98 001 ACME CONSTRUCTION 43 10 44 25 53 4120145 7100014 03 16 98 000 FISHER S QUICK amp EASY 5 00 50 00 5 4120154 1110168 05 08 98 000 CASH SALE 1175 96 31 36 1175 4120155 2120353 05 08 98 000 FISHER S QUICK amp EASY 148 74 23 53 148 4120157 1110169 05 26 98 000 CASH SALE 1110 00 27 41 2180 4120158 2120357 05 26 98 000 ACME CONSTRUCTION 386 33 62 45 386 4120162 1110179 06 19 98 000 CASH SALE 27 40 81 07 27 4120163 1110180 06 19 98 000 CASH SALE 27 30 48 15 38 4120166 1110191 08 27 98 000 CASH SALE f 763 20 100 00 757 4120167 2120365 08 28 98 000 CONSTRUCTION ADVISORS 16 21 86 981 HPEPPPEPPEEPEPPEEPRPEBEENEBEEPEEH A REPORT TOTAL A 82 32 58 6123 By Invoice Number mm dd yy ORDER INVOICE TRANSACTION REGISTER ABC LUMBER COMPANY DS04248 15 05 06 PAGE 0001 STR INVOICE ORDER INVOICE CUSTOMER SALE MARKET GP WB DATE SUBTOTAL MARGIN 1110106 4120106 10 28 97 CLASSY DOORS amp WINDOWS12345678 643 70 3 192 10 1110112 10 29 97 A FLOWER SHOPPE 1110123 12 10 97 a ACME CONSTRUCTION 1110155 03 26 98 CASH SALE p
7. After purchasing the Rental system call a Dimensions Support Analyst to license the software The process of licensing activates the software and rental option to the Other Sales Options Menu Call Dimensions support at 1 800 755 5911 during normal business hours 561 Appendix B Step 2 Build Rental System Files 562 Using System Manager File Management Create Files DS08911 build the following files Use the guidelines below to determine the number of records in each file RIM1 D Rental Inventory File There is one record for each rental item RCM1 D Rental Additional Customer File Build this field for the same size as CM1 D Customer Master File This file contains the MTD and YTD sales and cost of sales accumulators for each customer There is one record for each customer who will rent items RSMO D Rental Sales Master File Create this file for the same size as the Sales Master File SMO D There is one record for each header detail line and total for each transaction RSHO D Rental Sales History File Create this file for the same size as the Sales History File SHO D There is one record for each header detail line and total for each transaction Transactions are transferred to this file from the Rental Sales Master File during the Rental Day End Update Dimensionsil Step 3 Enter Variable File Settings Dimensions11 Make the following Variable File entries for the rentals system Fr
8. Batch Customer Port 1 999 Assigned Salesman Written By Terms Class Last Transaction Not Used Transaction Type 0 I R Status 2 Trans Dt yyyymmdd Trans Time hhmm Cash Sales X N Manual Cr Release Y N MAINTAIN RENTAL SALES HISTORY HEADER 1 RECORD RSH1 D DO YOU WISH TO VIEW THE NEXT NOTE If A option is used then RSHO D must be reindexed If you add a record using the A option you must reindex RSHO D Dimensionsil Appendix B 4 2 Rental Addons Tax Payments FILENAME KEYS COMMENTS Dimensions11 RSH2 D Rental Sales History File Type 2 record of RSHO D addons tax payments Store Number Transaction Number Line Number 402 Since this is maintenance on the transaction addons tax and payments the line number will always be 402 CSOH4092 MAINTAIN RENTAL SALES HISTORX HEADER 2 RECORD RSH2 D Store 19 Addon Trans 20 Addon Line 402 21 Addon Batch 22 Cash Sig 23 Check Tax Source M C 24 O0ther Tax Code l 999 25 Other Pay Tax 1 Amt 26 Other Pay Txable 1 Amt 27 Other Pay Tax 2 Amt 28 0ther Pay Txable 2 Amt 29 Other Pay Dep Rec Used 30 Other Pay Tot Prev Dep 31 Other Pay Not Used 32 Change Not Used 33 Subtotal Addon Code 1 34 Total Addon Code 2 35 Total Cost Addon Code 3 WODIKHUAWNE H o FPoOMIKRU AW ENTER OPTION A V E NOTE If A option is used then RSHO D must be reindexed
9. DIM11 DATA Date mm dd yy Port 40 Store 01 0 9999999 0 999999 1 lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Type of Report Enter 1 to print sales and returns 2 to print sales only 1 Complete Register or 3 to print returns only 2 Sales Only 3 Returns Only Dimensions11 391 Sales Reports SAMPLE INVOICE REGISTER NUMBER mm dd yy STORE 01 INVOICE REGISTER BY NUMBER DIM11 DATA STORE 1 DSO4241 13 32 20 03 01 97 THRU 03 31 97 PAGE 0001 TRANS CUST CR SHIP TO DATE ADDONS MKT M P WBY NUMBER NUMBER 1900729 1 000 CASH SALE 32097 1900730 1 000 CASH SALE 32197 1900731 1 000 CASH SALE 32197 1900732 1 000 CASH SALE 32197 2900743 2000 000 BEST BUILT HOMES 30597 2900744 2000 000 BEST BUILT HOMES 30597 2900745 2000 000 BEST BUILT HOMES 30597 2900746 2000 000 BEST BUILT HOMES 30597 2900747 2000 000 BEST BUILT HOMES 30597 2900748 2000 000 BEST BUILT HOMES 30597 2900749 2000 000 BEST BUILT HOMES 30597 2900750 2000 000 BEST BUILT HOMES 30597 2900751 2000 000 BEST BUILT HOMES SHIP TO ADDRESS 1 30597 2900752 2000 000 BEST BUILT HOMES SHIP TO ADDRESS 1 30597 2900753 2500 000 CARSON CONTRACTING CARL 31097 ti 46 2900754 1000 003 ACME CONSTRUCTION 31197 A 42 2900755 1000 003 ACME CONSTRUCTION 31197 4 2900756 1000 003 ACME CONSTRUCTION 31197 l 4 2900757 1000 003 ACME CONSTRUCTION 31197 4 2900758 1000 000 ACME CONSTRUCTION 1313 DOVER ST 31197 y 4
10. Input Parameters Special and Unique Input Parameters Period To Print Enter 1 to print today and month to date 2 for today and 1 Today And Month To Date year to date or 3 for month to date and year to date totals 2 Today And Year To Date 3 Month To Date And Year To Date SAMPLE SALES TAX REPORT mm dd yy Store 01 Sales Tax Report ABC COMPANY DS04205 16 13 51 Page 0001 Tax Desc Taxable Nontaxable Taxable Nontaxable 1 STATE SALES TAX G L 2350 00 625 05 00 00 a 00 00 Report Totals Bv G L Number 2350 00 STATE SALES TAX PAVABLE 428 Dimensionsil Sales Reports 2 Sales Tax Receipt Report This report shows the calculated amount of sales tax due for each transaction based on cash receipts In some states sales tax is due when collected rather than when the invoice is generated This report will show the tax due taking into account previous payments original amount of tax charged discounts finance charge write offs and adjustments This report does not print add ons with Tax Status C ROA add on This report is printed in customer number order from the customer files CM3 D CM4 D CM5 D If you wish to include cash sales in this report you must be saving sales history for cash transactions Any cash sales will come from the Sales History File SHO D because they are not stored for A R purposes in the customer files The detail lines under each customer show the following C indicates cash transaction D
11. The computer displays the back screen of the transaction If this is a charge transaction charge customer go to Step 42 If this is a cash transaction cash customer the computer displays 1 000 CASH SALES Subtotal Addons Tax Total Ret Sold Written By Cash INVOICE iCust P O Ship To i i iPhone No 000 000 0001 iNotes PAY 10 Cash Check PAY 3 PAY 4 Remaining Total Return Sold Total Money Owed U IMO i Since vou are most likelv creating a credit for this customer enter the pavment method vou wish to use for crediting the customer The cursor moves to the selected pavment method and asks for the pavment amount as in normal POS cash processing Enter the credit amount paid bv that method or press the up arrow to accept the amount remaining displaved at the bottom of the screen Dimensionsil 42 43 Appendix B Then the computer displays cash transaction 1 000 CASH SALES Written By iCust P O iShip To Phone No 000 000 0001 iNotes Select Pavment Method Cash 50 00 Check PAY 3 PAY 4 Change Written By iCust P O Ship To i i iPhone No 000 262 2574 iNotes Subtotal Addons Tax Total Ret Sold Cash INVOICE PAY 10 Total Return Sold Total Money Owed Subtotal Addons Tax Tax2 Total Ret Sold Charge INVOICE Req Available Credit 997253 Enter the ribbon area information Written By Cust P O etc for this new credit tra
12. 000 CASH SALES12345678901234 102299 4200060 000 CASH SALES12345678901234 110999 4200061 000C BRODERICK AND ZARBOCK PL 111899 4200062 000 BECK STREET CONSTRUCTION 120999 wx H REZZzzzzz te te te tte SALESMAN TOTAL WRITTEN BY SALESMAN KAREN ERICKSON 1 4200025 1 CASH SALES12345678901234 SALESMAN TOTAL WRITTEN BY SALESMAN DAVID RENSTROM 1 4100357 1 CASH SALES12345678901234 SALESMAN TOTAL REPORT TOTAL Dimensions11 375 Sales Reports 8 Open Order Summary Item This report is similar to Open Order Detail Item DS04215 but it sorts by transaction date instead of delivery date allowing you to print just the day s transactions if needed Also it does not print any customer data The report subtotals by item This report is useful to create a daily report that can be sent to the vendor which notifies them of the quantities and delivery dates for items ordered each day This would be used in place of a purchase order This report can be printed to an ASCII file which can then be exported to the vendor or to a spreadsheet or other file format for manipulation analysis This report cannot be printed in compressed print DS04217 Open Order Item Summary ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 39 Store 01 1 Input Parameters Report Print Order 1 Beginning Value to Print 0 Ending Value to Print 99999999 Beginning Transaction Date MMDDYY 92500 Ending Transaction Date MMDDYY 92500 B
13. 01 CASH SALES 175 00 716 01 COST CASH SALES 717 08 21 97 Rent Automatic Charge In 01 CHARGE SALES 25 718 01 COST CHARGE SALES 719 08 21 97 Rent Automatic Charge Re 01 CHARGE SALE RETURNS 25 720 01 COST CHARGE RETURNS 721 08 21 97 Rent Automatic Cash 01 CASH IN BANK CHECKING 722 08 21 97 Rent Automatic Deposit R 01 CUSTOMER DEPOSITS 723 08 21 97 Rent Automatic Deposit U 01 CUSTOMER DEPOSITS 724 08 21 97 Rent Automatic Tax 01 STATE SALES TAX PAVABLE TOTAL Select 4 to print the update messages and verifv there weren t anv errors CS04093P Update Messages DIM99 DATA Date mm dd yy Rev8 0 0 Port 39 Store 01 Output Device P T S F Port Port No lt UpA gt Search Port No NOTES 624 Dimensionsil Appendix B Part 3 4 Update Messages This program prints the update messages from the update performed in the previous part It duplicates the last step from that procedure in case you need to make sure you obtain the update message report CS04093P Update Messages DIM99 DATA Date mm dd yy Rev8 0 0 Port 41 Store 01 Output Device P T S F Port Port No lt UpA gt Search Port No Using the standard print routine print this report as needed NOTES Dimensions11 625 Appendix B Part 3 5 Build Rental Keyword Index The keyword index is used in Rental Transaction Entry to search the Rental Inventory File RIM1 D when you enter part of the item description This program should be r
14. 2 Alphabetically by vendor name Beginning Vendor Based on the vendor print order selected above enter the first number or name of the range of vendors you wish to print Ending Vendor Based on the vendor print order selected above enter the last number or name of the range of vendors you wish to print Print Customer Order 1 Numerically by customer number 2 Alphabetically by customer name Beginning Customer Based on the customer print order selected above enter the first number or name of the range of customers you wish to print Ending Customer Based on the customer print order selected above enter the last number or name of the range of customers you wish to print Beginning Item Enter the first item number of the range of transactions you wish to print If there are multiple vendors for an item then the report prints the first primary vendor found for the item Ending Item Enter the last item number of the range of transactions you wish to print 414 Dimensions11 Sales Reports Beginning Date Range 1 Enter the first date of the first range of sales history you wish to print using the standard date format mmddyy There are two date ranges allowing you to select the current year and the previous year or any other desired date range The dates in Date Range 1 must be different from Date Range 2 for the report to function properly The report does not print if the parameters are left with the default ranges The
15. 22 Depreciation Life mos Enter the number of months to be used in the depreciation expense calculation 99999 23 Maintenance Cycle days Enter the number of days for the maintenance cycle for this item 9999 This is used on the Rental Maintenance report and in the Rental Item Maintenance program 5 You are returned to the first field Store Number You can enter another rental item go back to Step 4 or end this procedure by pressing Esc Then enter E to end this program and return to the previous menu NOTES Dimensions11 609 Appendix B Part 2 2 Update Quantities amp Values PURPOSE 610 Use this program to add quantities and value to items in the Rental Inventory File RIM1 D for items without serial numbers You can load dollar value on new items or add more quantities and dollar values to existing items The item s unit cost is recalculated based on the information entered in this program You can adjust quantities using positive or negative numbers NOTE This program updates values to the Rental Inventory File only not to the General Ledger Those values would normally be posted to the General Ledger through an Accounts Payable procedure Enter Invoices PROCEDURE 1 2 From the Rentals Inventory Maintenance Menu select 2 for Update Quantities amp Values The computer displays CS04099B Update Quantities amp Values DIM99 DATA Date mm dd yy Port 37 Store 01 H Current Received Quantit
16. 3 8IN DIA 16IN SPADE BIT 3 4X12IN ROT MASONRY BIT HWI ITEM 3 12X18 VENT SNW GBL 8 Items QTY SOLD UNITS SOLD SOLD DS03302D Page 0001 419 Sales Reports 5 Sales By Item Select Values This report is the same as Sales By Customer Select Values except it is printed in item order Information for this report comes from the Sales History File index SH0 J3 DS03302T Sales by Item Select Values ABC LUMBER COMPANY Date mm dd yy Rev9 0 5 ABC CO Port 40 Store 01 1 Input Parameters Report Print Order 1 Item Number Beginning Value To Print 0 Ending Value To Print 99999999 Spiff Batch If Selected 0 Vendor Number 0 A11 Print Transaction Detail Y N Print Item Totals Y N Print Section Loc Totals Y N 0 N Y Y Print Group Totals Y N Y Number of Copies F Store Number 1 Report Date mmddyy Select Inventory Optional Field Y N N Select Sales Optional Field Y N N 2 Select Values and Date Ranges 3 Print Report Enter Option E to End Special and Unique Input Parameters Report Print Order Towards the bottom of the screen a list of options for the print order is displayed 1 6 Enter the order you wish to use Spiff Batch If Selected If you selected to print in spiff batch order enter the spiff number you wish to include on the report Vendor Number 0 All Enter the vendor number you wish to print for item selection Only items with a matching vendor number will be
17. 3000637 QUOTE 1 000 CASH SALE BID P SELL EXT AVE CST MKT CST AVE MKT DTM 8 00 3 24 831 10 19 00 77 50 NN 8 00 6 48 1662 20 50 1654 20 19 00 77 50 11 17 96 21 13 S 1 P 19 A 1 W 1 C 1 P 1 T 90 MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM DESCRIPTION ITEM UNITS PRICE SUBTOTAL STATE SALES TAX TOTAL 3000638 QUOTE 2500 000 CARSON CONTRACTING CARL BID SELL EXT AVE CST MKT CST AVE MKT DTM 00 00 00 12 03 96 08 35 S 1 P 19 A 1 W 1 C 1 P 1 T 1 M U MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM QTY DESCRIPTION ITEM UNITS PRICE 1 00 KILZ UPSHOT SPRY STAINSLR 99002169A 1 00 4 49 EA 2 00 STAIN MARKER GOLDEN OAK 99002688A 2 00 3 99 EA NOT FOUND IN IMI amp IM2 SUBTOTAL STATE SALES TAX TOTAL 3000639 QUOTE 1 000 CASH SALE MISC CUST PO OUR PO o FROM LN QTY DESCRIPTION ITEM UNITS PRICE 1 1 00 250 ROLL PERF A TAPE 27021210A 1 00 3 85 2 6 00 250 ROLL PERF A TAPE 27021210A 6 00 3 71 3 11 00 250 ROLL PERF A TAPE 27021210A 11 00 3 71 4 16 00 250 ROLL PERF A TAPE 27021210A 16 00 3 42 SUBTOTAL STATE SALES TAX TOTAL 3000640 QUOTE 1 000 CASH SALE MISC CUST PO OUR PO 0 FROM LN QTY DESCRIPTION ITEM UNITS PRICE 1 10 00 250 ROLL PERF A TAPE SUBTOTAL STATE SALES TAX TOTAL 384 27021210A 10 00 3 85 EA BID SELL EXT AVE CST MKT CST 4 49 2 35 2 35 7 98 2 40 2 40 02 25 97 08 14 S 1 P 10 A 1 W 1 C 1 P 1 DEL DATE 00 00 00 BID SELL
18. 333 received on account 145 668 recover previous transaction 144 regular 62 208 release code 72 73 rental allow rentals from POS 567 batch number 564 descriptions cash invoices 566 cash orders 566 charge cycle bills 566 charge invoices 566 charge orders 566 form heading option 565 form size 565 include Sundays in rental period 565 monthly billing period 565 next transaction number 564 print programs cash amp charge invoices 565 cash amp charge orders 565 save rental history 565 time business day begins ends 564 time cycle billing option 565 time selling price method 565 Rental Additional Customer File RCM1 D 562 648 Rental Asset Report 634 Rental Day End Update 623 Rental Inventory File RIM1 D 562 649 Rental Item Depreciation 615 Rental Item Maintenance 613 Rental Net Value Report 635 Rental Open Orders Reports 640 Rental Pricing amp Status Report 638 Rental Sales History File RSHO D 562 658 659 660 661 662 Rental Sales History Reports 642 Rental Sales Master File RSMO D 562 651 652 653 654 655 656 Rental Transaction Detail 621 Rental Transaction Register 619 Rentals 558 Getting Started 560 add rental items 570 build files 562 enter Variable File settings 563 license software 561 modify Day End project 569 Procedures 573 Rental Day End 618 630 Build Rental Keyword Index 626 Cycle Billing 629 Purge Rental Sales History 627 Recalculate Quantity Ren
19. Finance Charge Paid Finance Charge Written Off G L Adjustments Statement Discounts Cash Receipt Bank WODIKHRUAWNE Totals Include Sales Not Shown Enter Line To Change DIM99 DATA Daily Month To Date 13 32 00 00 76 00 00 00 00 00 08 lt Esc gt End 17 08 00 00 00 00 00 00 00 00 17 08 Date mm dd vv Port 43 Year To Date 00 00 00 76 00 00 00 00 00 17 08 Dimensionsil Sales Special Maintenance Dimensions11 20 Inventory Summary The computer displays DS003120 Store 01 Year 99 Inventory Summary Maintain T2 D Information Beginning Balance Purchases Adjustments Sold Value Corrections Enter Line To Change 21 Port Totals DIM99 DATA Daily 453 43 00 00 00 00 43 lt Esc gt End Month To Date 453 43 00 00 00 00 453 43 Date mm dd vv Port 43 Year To Date 00 820 05 00 366 62 00 453 43 Enter the shift A B or C and then the port number Then the computer displavs DS003120 Store 01 Year 99 Port Totals Maintain T2 D Information Cash Sales Amount Cash Sales No of Tickets Charge Sales Amount Chg Sales No of Tickets Cash Return Amount Cash Return No of Tickets Charge Return Amount Chg Return No of Tickets Addon Totals Addon No of Tickets OCODIKHDUAWNE H Enter Line To Change DIM99 DATA lt Esc gt End Date mm dd yy
20. It also shows the item s serial number which is useful in tracking down a missing item CcS040987 Rental Customer Item DIM11 DATA Date mm dd yy Rev11 0 2 Port 37 Store 01 1 Input Parameters Print 1 Numerically 2 Alphabetically 1 Beginning Customer 000 Ending Customer 999999 999 Beginning Item 0 Ending Item 99999999 Beginning Date MMDDYY 0 Ending Date MMDDYY 999999 Print Transaction Detail Y N Print Item Totals Y N Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number Report Date lt Ent gt Print Report E End 0 A11 mmddyy 1 Input Parameters 6 Rental Transaction by Item This report shows a rental history for rental items It is similar to the Sales Transactions by Item report DS03302S on the Sales by Customer Item Menu under Sales Reports Sales History cs040988 Rev11 0 1 Rental Transactions by Item 1 Input Parameters Beginning Item Ending Item Beginning Date Ending Date Print Transaction Detail Y N Totals Print Section Totals Totals Print Item Print Group Number of Copies Store Number Report Date lt Ent gt Print Report E End DIM11 DATA o 99999999 MMDDYY 0 MMDDYY 999999 Y Y N Y N Y N 0 A11 mmddyy 1 Input Parameters Date mm dd yy Port 37 Store 01 7 Rental Activity by Item This report shows activity for rental items including the item number serial number descriptio
21. MARKET YTD UNITS MTD UNITS XTD ENTER OPTION A V E FILENAME KEYS COMMENTS Dimensionsil TOTGO D TOTG2 D Detail Group Assigned Salesman Record Type 2 Store Number 1 99 Salesman 1 99 Group 0 99 These totals are stored in record type 2 of TOTGO D They show month to date and year to date totals by assigned salesman by inventory group which assigned salesmen are selling which inventory groups They show sales average cost market cost and units sold This file is updated after each transaction is entered at Point of Sale The Sales Analysis report Group Totals Assigned Salesman shows the information in this record type in a report format see Chapter 6 Part 4 Group Totals Assigned Salesman If the option in the Variable File VM2 General Store Information to save assigned salesman by group is turned off field 31 SV SMAN BY GRP N no totals will be saved in this file 541 Sales Special Maintenance Part 3 4 DS003103 Group Written By TOTGO DETAIL GROUP WRITTEN BY 1 RECORD TYPE 3 STORE NO 1 99 WRITTEN BY 1 9999 GROUP 0 99 MTD SALES MID COST YTD SALES XID COST MARKET MTD MARKET VTD UNITS MTD UNITS YTD ENTER OPTION A V E FILENAME KEYS COMMENTS 542 TOTGO D TOTGS D Detail Group Written By Record Type 3 Store Number 1 99 Written By 1 499 Group 0 99 These totals are stor
22. PACKAGE NO 14 8 PRT DEL DET 4 TOWN CD 30 4 EXCHANGED Y N 30 6 NO ORDER PRINTED T P 8 RETURN TO STOCK N NO 16 4 FUTURE ORDER 16 42 IN USE SPECIAL ORDERS CNT 36 RUN 37 X DATE 5 STORE NUMBER 2 TRANS NO 4 LINE NUMBER 401 ENTER OPTION A V E FILENAME KEYS COMMENTS 520 SH1 D Sales History File Type 1 record of SHO D Header Store Number 1 99 Transaction Number Line Number 401 Since this is maintenance on the transaction header history file the line number will always be 401 7 TRANSACTION TYPE C CASH IN OUT R RETURN I INVOICE T TEMP QUOTE O ORDER X TRANSFER Q QUOTE 9 TRANSACTION DATE Uses format YYMMDD 14 8 PRT DEL DET Print Delivery Detail Y N 15 4 TOWN CD If using delivery system 26 BID OVERRIDE E X Blank not overridden E expired but used X expired and not used 27 QUOTE ORDER STATUS U D Blank normal to be updated U updated to G L D to be deleted 28 TIME OF DAY HHMM H hour M minute 30 RELEASE OF CREDIT Y Yes credit released at POS N No credit not released or does not apply 30 4 EXCHANGED Y N If using currency exchange rate option Dimensionsil Sales Special Maintenance 33 INV NEGATIVE LINE Y either the transaction is a return or an invoice with a negative quantity on at least one of the lines When you print a Return Register POS Transaction Register at day end this flag will
23. Port 43 539 Sales Special Maintenance Part 3 2 DS003101 WODIKHUAWNE Group Class TOTGO Detail Group Class Totals Record Type 1 Store No 1 99 Class 1 99 Group 0 99 MTD Sales MTD Cost YTD Sales YTD Cost Market MTD Market XTD Units MTD Units YTD Enter Option A V E FILENAME KEYS COMMENTS 540 TOTGO D TOTG1 D Detail Group Class Totals Record Type 1 Store Number 1 99 Class 1 99 Groups 0 99 These totals are stored in record type 1 of TOTGO D They show totals month to date and year to date by customer class by inventory group which customer types are buying from which inventory groups They show sales average cost market cost and units sold This file is updated after each transaction is entered at Point of Sale The Sales Analysis report Group Totals Class shows the information in this record type in a report format see Chapter 6 Part 3 Group Totals Class If the option in the Variable File VM2 General Store Information to save class by group is turned off field 30 SV CLASS BY GRP N no totals will be saved in this file Dimensions11 Part 3 3 DS003102 1 2 3 4 5 6 7 8 9 Sales Special Maintenance Group Assigned By TOTG0O DETAIL GROUP ASSIGNED SALESMAN RECORD TYPE 2 STORE NO 1 99 SALESMAN 1 9999 GROUP 0 99 MTD SALES MTD CosT YTD SALES XTD COST MARKET MTD
24. Sales Variable File 1 Entry Options This menu is displayed after selecting 1 for Entry Options from the Sales Variable File Maintenance Menu DSVM0101 Sales Entry Options DIM11 DATA Date mm dd yy Rev11 0 4 Port 37 Store 01 Store Number Choose Selection l Companv Options POS Menu Options Front Screen POS Enter Detail Screen POS Back Screen l l l Misc Store Options Change Store lt Esc gt End See the following five parts for descriptions of each option Dimensions11 451 Sales Variable File 1 Company Options This screen allows you to set up company wide options for Point of Sale that are neither store nor password account dependent There are options on the front screen the detail screen and the back screen that fall into this category 452 Sales Company Options DIM11 DATA Rev11 0 4 FRONT SCREEN Require Signature Selection Y N Allow Signature Change on Recalled Order Y N Job Scroll Order Credit Hold to Not Select ENTER DETAIL SCREEN Sell Cost Limit Allow Line discount on Bid Spiff Matrix POS Line Increment l 5 BACK SCREEN Skip Addons Y N lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Date mm dd yy Port 37 Store 01 Dimensionsil Sales Variable File 2 POS Menu Options Front Screen This screen allows you to set up storewide options for the Point of Sale Menu and front screen These options
25. group N if not SAMPLE RENTAL NET VALUE REPORT mm dd yy STORE 01 RENTAL NET VALUE REPORT DIM11 DATA cs040978 10 31 59 PAGE 0001 DATE DEPRECIABLE STR RENTAL SERIAL DESCRIPTION ADDED LIFE MONTHS 1 51515151 51515151 RUG CLEANER 02 04 98 1 51515152 51515152 RUG CLEANER 02 04 98 SECTION TTL 5l 51 kikkikkikkikkkikikkiak GROUP TOTAL 51 GROUP 51 1 77000001 DITCH WITCH 05 21 98 1 77000002 12 POST HOLE DIGGER 06 16 98 SECTION TTL 77 00 kiikkkkkkkkkkkikkikk 2 GROUP TOTAL 77 RENTALS TOTALS Dimensions11 635 Appendix B 4 Maintenance Status amp Values Print this report to generate a list of items that are due for scheduled maintenance in a particular timeframe The default input parameters print items that due for maintenance in the next seven days compared to the report date You can change the input parameters to indicate a different number of days if desired Use this report to balance maintenance expenses from the G L posted through A P to the entries made to RIM1 D in Rental Item Maintenance cs040973 Rev10 0 1 Rental Maintenance Report DIM11 DATA STORE 1 Date mm dd yy Port 37 Store 01 1 Input Parameters Beginning Rental Item Ending Rental Item Values to Print 1 Items Due for Maintenance 2 Items Past Due for Maintenance 3 All Items Print Detail Lines Print Section Totals Print Group Totals Number of Copies Store Number Report Date 0 99999999 1 Within 7Da
26. 00 1110156 03 26 98 CASH SALE B l 00 1110157 03 26 98 CASH SALE 00 1110158 04 08 98 CASH SALE A A 15 1110159 04 08 98 CASH SALE x l 15 1110160 04 08 98 CASH SALE A 15 1110161 04 13 98 CASH SALE l A 45 1110162 04 28 98 CASH SALE 1110163 05 01 98 CASH SALE i A 36 1110164 05 01 98 CASH SALE A 36 1 1110165 05 01 98 CASH SALE A 36 1 1110166 05 01 98 CASH SALE 3 57 249 1110167 05 01 98 CASH SALE 3 i 36 42 1110168 4120154 05 08 98 CASH SALE x 3 36 1175 1110169 4120157 05 26 98 CASH SALE A 41 2180 1110170 05 27 98 CASH SALE i 00 45 1110171 05 29 98 CASH SALE B 37 14 1110172 05 29 98 CASH SALE 7 5 37 1 1110173 06 02 98 CASH SALE 2 5 58 S MM dP de dP de dP d dP d dP d dP d dP dP dP d dP dP dP dP dP dP PRPP PPP HPBP HBB HBP BBB Ree 398 Dimensions11 Sales Reports 5 Invoice Detail Number This report shows sales and return information including all header and line item detail for each transaction printed in transaction number order The report include the following header information transaction number transaction type cash invoice charge invoice etc customer number and name Y if the credit was released date and time store number S port number P assigned salesman A written by salesman W customer class C price level P terms code T expected gross margin indicator if over if under miscellaneous comment
27. 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 2900785 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 2900786 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 2900787 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 2900788 10000 000 1ST TEST CUSTOMER 32897 2900789 1300 000 JOHN MADDEN FIND OUT WHERE THE 32897 2900790 10000 000 1ST TEST CUSTOMER 33197 2900791 1300 000 JOHN MADDEN FIND OUT WHERE THE 33197 7000003 500 000 STORE 2 TRANSFER ACCOUNT 32697 7000004 500 000 STORE TRANSFER ACCOUNT 32697 7000005 500 000 STORE TRANSFER ACCOUNT 32697 7000006 500 000 STORE TRANSFER ACCOUNT 32697 7000007 500 000 STORE TRANSFER ACCOUNT 32697 7000008 500 001 STORE TRANSFER 32697 7000009 500 001 STORE TRANSFER 32697 7000010 500 001 STORE TRANSFER 32697 7000011 500 001 STORE TRANSFER 32797 z vet T TAHHA BREZEZZZEZZZZZZZZZ tee tteeeeeet PREP PP BBP BENE NEP BBP BBP PRP BPP BPE EE EPP ENE PP EN PE EP PEP Pe ee eee 2 2 2 2 2 2 2 2 TOTAL 392 Dimensionsil Sales Reports 2 Invoice Register Customer This report shows a summary register one line per transaction showing sales and returns in customer number order It shows the same information as the Invoice Register Number This information comes from the Sales History File SHO D DS04242 Invoice Register by Customer DIM11 DATA Date mm dd yy Revi1 0 2 STORE 1 Port 40 Store 01 1 Input Parameters Beginning Cust Number 000 Endi
28. 06 ITEMS DUE STORE 1 PAGE 0001 DT LAST KKKKKKKKMAINTENANCE AMOUNT MAINT FREQ STR RENTAL SERIAL DESCRIPTION MAINT MTD YTD LTD MTD YTD LTD 1 2 123456789012345 THIS IS DESCRIPTION 1 06 11 97 25 00 36 00 37 00 1 1 1 SECTION TTL 00 00 iikkikkkkkikkkikikikik 1 ITEMS 25 00 36 00 37 00 1 1 1 GROUP TOTAL 00 RENTAL ITEMS 1 ITEMS 25 00 37 00 GRAND TOTALS 1 ITEMS Dimensions11 637 Appendix B 5 Rental Pricing amp Status This report is a price book It generates a list of items with their minimum rental amount rental rates hourly daily weekly monthly selling price and the item status Available Maintenance or Expired CS040974 Rental Pricing and Status Report DIM11 DATA Date mm dd vv Rev10 0 2 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Rental Item 0 Ending Rental Item 99999999 Number of Copies al Store Number 0 Al11 E Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Rental Item Enter the first rental item number to include on this report Or press Tab to start with the first item found in the file Ending Rental Item Enter the last rental item number to include on this report Or press Tab to use all remaining items found in the file SAMPLE RENTAL PRICING amp STATUS REPORT mm dd yy STORE 01 RENTAL PRICING AND STATUS REPORT DIM11 DATA CS040974 10 53 01 PAGE 0001 STR RENTAL f SERIAL f DESCRIPTION MIN AMT HOURLY D
29. 12 Invoices Cash amp Charge Enter CS04094 This is the only print program 13 Order Cash amp Charge currently available for cash and charge rental invoices Enter CS04094 This is the only print program currently available for cash and charge rental orders 565 Appendix B 7 Ifyou selected 2 for Rental Descriptions the computer displays CSVMO113 Rental Descriptions DIM11 DATA Date mm dd vv Rev10 0 1 Port 40 Store 01 CASH TRANSACTION DESCRIPTIONS 1 Rental Invoices 2 Rental Orders CHARGE TRANSACTION DESCRIPTIONS 3 Rental Invoices 4 Rental Orders 5 Rental Cycle Bills lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help The cursor is positioned at field 1 CASH TRANSACTION DESCRIPTIONS Rental Invoices Enter the following header descriptions for each type of rental transaction up to 20 characters each You must enter descriptions here for the system to print in the header of each rental transaction CASH TRANSACTION DESCRIPTIONS 1 Rental Invoices 2 Rental Orders CHARGE TRANSACTION DESCRIPTIONS 3 Rental Invoices 4 Rental Orders 5 Rental Cycle Bills G NOTE There is no option for cash rental cycle bills because cycle billing cannot be produced for cash customers 8 Ifyou selected 3 for Rental Messages the computer displays CSVMO113 Rental Messages DIM11 DATA Date mm dd vv Rev10 0 1 Port 40 Store 01 1 Type of Message Cash Rental Invoice Charge Rental Invoice Ca
30. 20 97 16 59 S 1 P101 A 1 W 1 OUR PO 0 FROM UNITS PRICE SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 00 00 00 03 21 97 14 03 S 1 P190 A 1 W 1 OUR PO o FROM PRICE 1 89 EA 1 99 EA SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 3 78 3 98 03 21 97 14 05 S 1 P 11 A 1 W 1 OUR PO 0 FROM PRICE 1 89 EA 1 99 EA SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 3 78 3 98 03 21 97 14 07 S 1 P 11 A 1 W 1 OUR PO 0 FROM PRICE 1 89 EA 1 99 EA SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 3 78 3 98 03 05 97 10 33 S 1 P 4 A 1 W 1 OUR PO o FROM SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 49 40 33 95 139 35 03 05 97 10 35 S 1 P 4 A 1 W 1 OUR PO 0 FROM PRICE 4 94 EA SUBTOTAL STATE SALES TAX TOTAL DEL DATE 00 00 00 BID SELL EXT 49 40 Dimensions11 Sales Reports 6 Invoice Detail Customer This report shows sales and returns information including all header and line item detail for each transaction printed in customer number order It shows the same information as the Invoice Detail Number This information comes from the Sales History File SHO D DS04244 Invoice Detail by Cust DIM11 DATA Date mm dd yy Revi1 0 4 STORE 1 Port 40 Store 01 1 Input Parameters Beg
31. 4900749 n SALE 31597 4900757 i SALE 31597 4900757 SALE 31597 4900757 4 SALE 31597 4900757 SALE 31597 4900757 SALE 31597 4900757 fa SALE 31597 88 28 88 28 88 28 88 28 88 28 88 28 53 86 53 86 53 86 53 86 53 86 53 86 EA EA EA EA EA EA EA EA EA EA EA EA ITEM TOTAL 12 TRAN 67 21 01142408 2408DFD 2X4 08 STD amp BTR DOUG FIR DRY 4900734 2000 BUILT HOMES 4900749 1 SALE 31597 4900757 1 SALE 31597 4900758 1000 CONSTRUCTION 4900774 1000 CONSTRUCTION ITEM TOTAL 5 TRAN 01142410 2410DFD 2X4 10 STD amp BTR DOUG FIR DRY 4900718 1000 000 CONSTRUCTION 30797 4900749 1 000 SALE 31597 90 4900757 1 000 SALE 31597 5 90 4900779 1 000 SALE 92497 20 3 93 4 3 88 28 3 88 86 3 51 30 ITEM TOTAL 4 TRAN 50 537 1519 37 164 SECTION TTL 01 14 kikikikkkikkkikikikix 3 ITEMS 1714 68 31 46156 34 49266 99 X17 Dimensionsil 373 Sales Reports 7 Open Order Quote Written By This report shows a summary register one line per transaction printed in written by salesman order It can be printed for all orders backorders only all quotes temp quotes only or all quotes It can be printed for a range of written by salesman numbers a range of transaction numbers and or a range of transaction dates The report includes the store number transaction number customer number and name Y if credit was released CR ship to address transaction date
32. 53 33 l STORE 2 TRANSFER ACCOUNT TFR 7000019 04 02 97 500 001 10 10 STORE 2 TRANSFER TFR 7000021 04 02 97 500 000 2 2 25 A STORE 2 TRANSFER ACCOUNT Item Totals 8 Trans 53 96 33 1142412 2412DFD 2X4 12 STD amp BTR DOUG FIR DRY Type 1 INV 2900748 03 05 97 2000 000 12 96 INV 2900749 03 05 97 2000 000 12 96 INV 2900750 03 05 97 2000 000 12 96 INV 2900751 03 05 97 2000 000 12 96 INV 2900752 03 05 97 2000 000 12 96 Item Totals 5 Trans 60 480 Section TTL 01 14 iikikkikkkikkkikikikix 3 Items 1274 01162600 26RLDFD 2X6 RL 2 amp BTR DOUG FIR DRY Type 2 INV 2900796 3 04 01 97 2500 000 52 52 CARSON CONTRACTING CARL 1 8 10 1 12 2 16 INV 2900808 1 05 13 97 3000 000 200 200 CLASSY DOORS amp WINDOWS 10 8 10 12 INV 2900816 1 06 17 97 1000 000 500 500 ACME CONSTRUCTION 2 8 11 12 22 16 Item Totals 3 Trans 752 752 01162608 2608DFD 2X6 08 2 amp BTR DOUG FIR DRY Type 1 INV 1900776 07 11 97 1 000 1 1 zi CASH SALE INV 2900789 03 28 97 1300 000 50 400 x JOHN MADDEN INV 2900795 04 01 97 1300 000 100 800 j JOHN MADDEN Item Totals 3 Trans 151 1201 01162610 2610DFD 2X6 10 2 amp BTR DOUG FIR DRY Type 1 INV 2900764 03 12 97 2500 000 10 10 B CARSON CONTRACTING CARL INV 2900765 03 13 97 1000 000 50 50 ACME CONSTRUCTION INV 2900789 03 28 97 1300 000 50 a JOHN MADDEN INV 2900795 04 01 97 1300 000 50 a JOHN MADDEN Item Totals 4 Trans 160 Dimensionsil 411 Sales Reports 2 Sales By Customer By Item This report
33. 94 Create Lots 345 credit hold release 72 112 credit limit release 73 111 credit messages 60 cust P O 119 Custom Transaction Descriptions Variable File 472 customer name 41 number 41 customer inquiry 61 Customer Master File CM1 D 19 29 32 40 57 58 60 61 73 74 76 110 115 119 Customer Misc File CM2 D 60 75 Customer Sales amp Rentals Report 639 Customer Transaction File CM3 D 19 40 Cycle Billing rentals 629 D D Direct 62 Daily Balancing 20 daily cash control report 22 Daily Report 439 Data lt Ent gt Exact Match 45 Data lt UpA gt Search Catalog 45 default printer 122 664 Default Printer Programs Variable File 464 cash amp charge orders 468 cash amp charge quotes amp temp quotes 467 cash invoices returns amp in outs 465 charge invoices returns amp transfers 466 skip printing 469 delete line 99 Delete Lots 354 delete order 178 delete quote 170 delivered by totals Special Maintenance 535 delv by delivered by 121 delv date delivery date 118 deposit 113 deposit totals Special Maintenance 538 Deposits G L Integration Variable File 492 depreciation rentals 615 Descriptions Variable File 473 Payment Methods 474 POS Additional Fields 478 Rep Number Descriptions 475 detail lines 6 114 direct 62 208 discounts 92 drawer balances 20 due date less than transaction date 77 E each pricing 57 end detail lines C Cance
34. ANDERSON MIKE lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Select Line No Sta Lit Rental Serial H Qtv Description i Rate Amount o 1 77000001 1 DITCH WITCH 1 42Wk 200 00 284 00 o 2 77000002 12 POST HOLE DIGGER 2 00Dv 75 00 150 00 Using normal scroll select procedures select the line showing the item being returned 592 Dimensionsil Appendix B 29 The computer displays the selected item For example Return Rentals 1031 000 ANDERSON MIKE 1 77000001 DITCH WITCH Current Period 11801 In Date 1250 Time Agreement Period 11801 In Date Minimum Rental Hourly Rate 0000 Rental Davs A Dailv Rate 0000 Rental Weeks i Weekly Rate 0000 Rental Months 5 Monthly Rate Rental Note The Current Period Is Used To Calculate The Above Rental Amounts lt Ent gt Select lt Esc gt Back To Date In lt UpA DnA gt Scroll The computer highlights the rental amount according to the dates and times shown in the Current Period box If there were any cycle billings the computer calculates the invoice amount for the time between the last cycle bill and the current date and time only Enter one of the following options lt Ent gt Select Press Enter to select this item Go on to Step 30 lt Esc gt Back To Date In Press Esc to change the Date In The cursor moves to the Current Period box and allows you to enter a new date and time in The computer recalculates the rental
35. CLASS 2 MISC TOTALS FOR 1 WAYNE GRAND TOTAL By Written By Totals mm dd yy Str 01 ADDON RECAP REPORT DIM10 DATA DS04252 13 08 20 PAGE 0001 WRITTEN BY NO ADDON AMOUNT 1 112 00 112 00 By Transaction Detail mm dd yy Str 01 ADDON RECAP REPORT DIM10 DATA DS04252 13 08 20 PAGE 0001 CLASS DATE TRANSACTION ADDON AMOUNT WRITTEN BY 1 WAYNE CLASS 1 CUSTOMER CLASS 1 02 24 00 1200136 06 07 00 1200158 06 18 99 2100952 CLASS TOTAL CLASS 2 CUSTOMER CLASS 2 2 10 10 98 2100886 CLASS TOTAL CLASS 10 MISC 10 11 10 98 2100907 CLASS TOTAL TOTALS FOR 1 WAYNE GRAND TOTAL 426 Dimensionsil Sales Reports Sales Tax This menu is displayed after selecting 4 for Sales Tax from the Sales Reports Menu Sales Tax Report Sales Tax Receipt Report Sales Tax Report SHO See the following three parts for descriptions of each report Dimensionsil 427 Sales Reports 1 Sales Tax Report This report shows tax amount and taxable nontaxable sales amounts by tax code It also shows the tax description percent and corresponding G L account number This information comes from the T2ssyy D file DS04205 Sales Tax ABC LUMBER COMPANX Date mm dd vv Rev9 0 3 Port 42 Store 01 1 Input Parameters Period to Print 1 Today and Month to Date 2 Today and Year to Date 3 Month to Date and Year to Date Number of Copies Store Number Report Date lt Ent gt Print Report E End 1
36. Costed Costed Does not print average cost Prints compressed print with cost freight functional addons and package descriptions DS04054 Preprinted form Uses customized transaction descriptions DS04054C Blank form Same as DS04054 Prints catalog number instead of item number DS04054H Blank form DS04136 Plain paper DS04148 Plain paper Prints functional addons For Okidata 393 printer DS04138 Preprinted form For Okidata 393 printer DS04138H Blank form For Okidata 393 printer DS04139 Blank form For Okidata 393 printer DS04044 Preprinted form DS04044C Preprinted form Prints catalog number instead of item number DS04044D Preprinted form Double spaced DS04044H Blank form DS04067 Preprinted form Prints cost stub for Order Entry Requires 11 wide form Prints cost stub for Order Entry Requires 11 wide form DS04067H Blank form Preprinted form has company name and address already printed on it Blank form does not have company name and address already printed on it The computer will print the company name and address on each ticket Dimensions11 467 Sales Variable File TABLE D Cash amp Charge Transactions Program CASH amp CHARGE ORDERS Paper Form Notes DS04006 DS04006C DS04006W DS04017 DS04017C DS04017N DS04056 DS04056H DS04057 DS04057H DS04057N DS04104 DS04109 DS04115 DS04129 DS04142 DS04148 DS04046 DS04046C DS04046H DS04047 DS04
37. Each time a transaction is entered at POS or Purchasing PO a written by code must be entered on the back screen of the ticket in the ribbon area data indicating the person who entered or completed the transaction Identify each person who can enter POS tickets and or PO transactions with a rep number and description name Each time a transaction is entered at POS a delivered by code can be entered The POS program asks for Delivered By only if you are saving delivered by totals set up in Sales Variable File Miscellaneous Codes History Identify each person who can deliver orders with a rep number and description name Each time a transaction is entered at POS a loaded by code can be entered The POS program asks for Loaded By only if you are saving loaded by totals set up in Sales Variable File Miscellaneous Codes History Identify each person who can load orders with a rep number and description name 475 Sales Variable File 476 5 Checked By Each time a transaction is entered at POS a checked by code can be entered The POS program asks for Checked By only if you are saving checked by totals set up in Sales Variable File Miscellaneous Codes History Identify each person who can check orders with a rep number and description name 6 Truck By Each time a transaction is entered at POS a truck code can be entered The POS program asks for Truck only if you are saving truck totals set up in Sales Varia
38. Number Line Number 402 COMMENTS Since this is maintenance on the miscellaneous description information the line number will always be 402 This information comes mainly from the back page of the POS ticket 5 CUSTOMER P O If the credit card option is used this field will contain the authorization code and the expiration date mmyy in the last 4 6 MISCELLANEOUS NOTES If the credit card option is used this field will contain the credit card account number 10 FROM BACKORDER B Blank not from backorder B from automatic backorder 12 POS TYPE R D S R regular D direct S special Dimensions11 511 Sales Special Maintenance Part 1 3 Detail DS004103 BATCH NUMBER 3 ITEM NUMBER 5 3 Ne 9 ITEM TYPE EXTENDED QUANTITY MARKET COST 11 FREIGHT PRICE ADDON 1 PRICE VARIANCE VAL COST COST EXTENSION NON DISCOUNTABLE Y N TALLY REQUIRED Y N TALLY BKORD CANCEL MARKET COST EXTEN QUOTE RECALL PACKAGE NO ORIGINAL UNITS ORDERED SPECIAL ORDER NUMBER 37 TAG TRACKING NUMBER 39 PRICE C OR M OR BLANK LINE DISC PERCENT 2 PRICE ADDON 2 UNIT DESCRIPTION SELL EXTENSION NON TAXABLE X N S PRICE SOURCE SPIFF NUMBER STORE NUMBER PRICE VARIANCE CODE RETURN TO STOCK Y N MUM CODE 41 MUM STOCK QTY STORE NO 2 TRANS NO ENTER OPTION A V E MAINTAIN SALES MASTER DETAIL DATA MARGIN VARIANCE 4 FAB VERS
39. OTHER lt Esc gt End lt F1 gt Help 474 Dimensionsil Sales Variable File 2 Rep Number Descriptions Representative rep numbers are four digit codes used for Assigned Salesperson POS PO Written By Delivered By Loaded By Checked By Truck and PO Received By personnel A rep number and a description name identify each employee Then when the computer requests any one of the codes listed above the employee enters their rep number This information is tracked for sales analysis purposes Rep numbers and names are stored in the REP D file Dimensionsil DS04500 Maintain Rep Numbers DIM11 DATA Date mm dd vv Rev11 0 6 Store Number Rep Type Rep Number l 9999 Rep Name Port 39 Store 01 Assigned Salesperson POS PO Written By Delivered By Alternate Rep Number for Directs i Loaded Bv Scroll Select Rep Tvpe Checked Bv Truck Bv PO Received By lt Esc gt to Change Store From the displayed list select the rep type you wish to add or maintain 1 Assigned Salesperson 2 POS PO Written By 3 Delivered By 4 Loaded By A sales rep is assigned to each customer account Each time a sale is made the computer tracks it by assigned sales rep as well as written by sales rep This is reported on Sales Analysis reports Then this information can be used to figure commissions Identify each person who can be assigned to a customer s account with a rep number and description name
40. Or leave blank to use the same rep number for both kinds of sales regular and direct Finish entering the rep number record by adding the record Add Record lt Y N gt or changing it Save field 4 amp 5 changes to all other types but trucks lt Y N gt To delete rep numbers use the program from the System Manager Variable File Special Maintenance Delete Sales Rep Descriptions by Range Dimensionsil 477 Sales Variable File 3 POS Additional Fields This option appears only if it is set up in the Sales Variable File Entry Options Misc Store Options field 1 Show Additional Fields at POS This allows you to enter the descriptions for the new SM0 SHO record for additional fields DSVM0105 POS Additional Descriptions DIM11 DATA Date mm dd yy Rev11 0 2 Port 37 Store 01 FIELD ATTRIBUTES DESCRIPTION CODE Numeric with decimal 0 Numeric with decimal Numeric without decimal Numeric without decimal Alpha 10 Chars Alpha 10 Chars Alpha 30 Chars Alpha 30 Chars Alpha 25 Chars Alpha 1 Char Alpha 1 Char Alpha 1 Char Alpha 1 Char Alpha 1 Char oocooccoococococooo lt Esc gt End lt F1 gt Help The cursor is positioned at field 1 Numeric with decimal You can enter the description and code for each field you wish to use for additional fields at POS There are two different kinds of data fields numeric and alpha Define the description for each kind of field you wish to use up to 28
41. Orders Variable File 487 Password Account Options Variable File 500 POS Back Screen 504 POS Enter Detail Screen 503 POS Front Screen 502 POS Menu 501 Password Account Print Programs Variable File 471 payment method 116 Dimensions11 3 10 116 cash 116 credit card 116 Payment Methods Variable File 474 Payments G L Integration Variable File 493 port totals Special Maintenance 539 POS Additional Fields Variable File 478 POS Back Screen Password Account Options Variable File 504 POS Back Screen Variable File 455 POS Enter Detail Screen Password Account Options Variable File 503 POS Enter Detail Screen Variable File 454 POS Front Screen Password Account Options Variable File 502 POS Menu Password Account Options Variable File 501 POS Menu Options Front Screen Variable File 453 POS screens back screen 6 detail lines 6 front page 5 previous transaction 144 price 89 1 Addon1 90 D Dollar 90 L Level 90 P Percent 89 price level 60 206 Print and Update Quotes Orders 321 Print Completed Order Detail 271 Print Completed Order Register 269 Print Lot Detail 351 Print Lot Register 349 Print Options Variable File 463 Alternate Printer Programs 470 Custom Transaction Descriptions 472 Default Printer Programs 464 Password Account Print Programs 471 Print Quote Order Detail 317 Print Quote Order Register 315 Print Recap Report 339 Print Shift Totals 184 Print
42. Posting Holds all transactions run through Point of Sale i e invoices returns quotes orders and their line item detail It also holds invoices entered through invoice posting There is one record per each line item on the transaction During normal dav end processing the sales and returns are cleared out and the quotes and orders are retained Holds a historv of transactions created through Point of Sale which can be recalled POS Dav End update ss store Created during Dav End update Used to print the report Dailv Sales by Item Used to print the report Sales by Customer by Item Marking orders as complete Order Completion Holds one record per order to be marked as complete Orders are created in POS which are later recalled and marked as completed Completed orders quotes are then printed and updated asa batch making them invoices Deleted automati cally Day End up date deletes current day s charge and cash transactions except for quotes orders and temp quotes Quotes orders and temp quotes are deleted using Delete Quotes amp Orders on the Day End menu if they have been flagged for deletion during Recall Quote and Recall Order Or Special Mainten ance Sales Master however exercise caution when using Special Mainten ance on this file as there are 5 different record types in 5 different programs tied together by the transaction number Deleting one reco
43. RENTAL INVOICES RENTAL ORDERS RENTAL REBILLS CHARGE TRANSACTION DESCRIPTIONS RENTAL INVOICES RENTAL ORDERS RENTAL REBILLS RENTAL MESSAGES CASH RENTAL INVOICE MESSAGE CHARGE RENTAL INVOICE MESSAGE CASH RENTAL ORDER MESSAGE CHARGE RENTAL ORDER MESSAGE 10 In addition you must enter the default printer settings for rental transactions From the Dimensions Main Menu select System Manager Then select System Manager Variable File 11 Select 2 for Port Information Then select 2 for Printer Assignments 12 The computer displays DSVMO702 System Manager Printer Assignments DIM11 DATA Date mm dd yy Rev11 0 3 Port 40 Store 01 Port Number 0 9999 Port Description DEFAULT PRINTERS POS CASH DEFAULT PRINTERS POS CHARGE Invoices Invoices Returns Returns Quotes Quotes Temp Quotes Temp Quotes Orders Orders Cash In Out Transfers DEFAULT PRINTERS PO RECEIPTS DEFAULT PRINTERS RENTALS Purchase Orders Invoices 4 Inventorv Receipts Orders 4 lt Esc gt End lt F1 gt Help Enter the default printer assignments in fields 17 and 18 for each port that will be processing rental transactions NOTE The Password Account Options in the Sales Variable File function the same in Rental Transaction Entry as in standard POS Transaction Entry These options include Print Clear Shift Totals and Change Store Date in POS Menu and POS Front Screen Allow Cha
44. Rep Allows you to define a range of loaded by rep numbers as well as the period to print You can also define the transaction date range to design the desired report NOTE This report is placed on the Sales Analysis Report Menu because of the nature of the data it prints Unlike the other sales analysis reports however this report comes from the SHO D Sales History File not from the T2ssyy D Totals File DS04250 Sales Weight by Loaded By ABC LUMBER COMPANY Date mm dd yy Rev9 0 4 Port 37 Store 01 1 Input Parameters Beginning Loaded Bv Ending Loaded Bv Period to Print Todav and MTD Number of Copies Store Number 0 Al11 Report Date Select Sales Optional Field Y N MTD Beginning Date 100199 MTD Ending Date 102199 lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Period to Print 1 Today and MTD 2 Today and YTD 3 MTD and YTD SAMPLE SALES WEIGHT BY LOADED REP mm dd yy STORE 01 Weight by Loaded By Totals ABC LUMBER COMPANY DS04250 12 55 34 PAGE 001 LOADED BX ANDY 5 723 79 BOB 392 96 KEVIN 487 70 MOADED BY 8 00 KEN BOUCHONVILLE 00 LOADE BY 17 1 2 3 6 DAVE 00 8 9 7 51 LOADE BY 51 TOTAL 6 604 45 1 064 33 Dimensionsil 449 Sales Variable File SECTION 3 Sales Variable File This section presents information on the Variable File for Sales The Variable File is the area of the Dimensions system that contains variables to cus
45. Report E End 1 Input Parameters Dimensions11 429 Sales Reports Special and Unique Input Parameters Print Customer Detail Y N Print Total Page Only Y N For Cash Sales Only SHO Beginning Date MMDDYY Ending Date MMDDYY Select Sales Optional Field Enter Y if you wish to print the detail lines showing each transaction under each selected customer Or enter N for no detail showing the customer number and name and a total of all transactions for that customer You will most likely want to print detail lines for this report Enter Y if you wish to bypass printing each customer and only print the grand totals or N if you wish to print each customer with or without detail see above Since this is a monthly report to be printed before the month end update enter the first day of the current month in the standard date format mmddyy Enter the last day of the month This report uses data from both CM3 D and SHO D So if the transactions don t exist in SHO D the optional field will not function properly Sales Tax by Receipt Report Calculations Refer to the following example for a description of each field on this report INVOICE AMOUNT 2453 00 TAXABLE AMOUNT 2300 00 NON TAXABLE AMOUNT 15 00 TAX 138 00 PREVIOUS CREDITS 1000 00 APPLIED THIS MONTH 1453 00 DISCOUNT TAKEN 7 70 OTHER ADJ USTMENT 10 00 A INVOICE AMOUNT B TAXABLE AMOUNT C NON TAXABLE AMOUNT D TAX AMOU
46. Reprint Code Beginning Date 0 Ending Date 999999 Beginning Customer 100 000 Ending Customer 999999 999 Beginning Transaction o Ending Transaction 9999999 Sort in Zip Code Order Y N Y Print Extensions Y N Xi lt Esc gt Back to Store Number or Exit The cursor is positioned at 2 Enter Reprint Code You have the following options gt Press Esc to back up to 1 Enter Store Number 0 All to change the displayed store number or exit the program G NOTE If you change the store number to 0 for all stores and if there are different reprint codes for each store the system uses the reprint code from the port store gt Enter the reprint code 1 character It will not be displayed as you enter it If you enter an incorrect code the computer displays Sorry You Do Not Have Authority to Reprint Tickets Press Enter to acknowledge this message Refer to the system manager for the proper code 8 After you enter a valid reprint code enter the following parameters 2 Beginning Date Enter the first date of the range of transactions you wish to reprint Or press Tab to begin with the first transaction date found in the Sales History File SHO D Ending Date Enter the last date of the range of transactions vou wish to reprint Or press Tab to use all remaining transaction dates Beginning Customer Enter the first customer of the range you wish to reprint Or press Tab to begin with the first customer number for the
47. Return Cash amp Charge 39 ribbon area data 118 sales tax 110 select payment method 116 select transaction 111 Select Search for a Customer 41 Select Search for an Item 44 signatures 74 tally 83 accept print ticket 122 accept reject line decision 101 addons 108 Cash In Out 15 Cash Sale 16 Charge Sale 18 comment subtotal line 97 costs margin 94 credit hold release 72 credit limit release 73 Daily Balancing 20 delete line 99 discounts 92 due date less than transaction date 77 end detail lines C Cancel 104 Q Chnge 105 V Void 106 end detail lines 103 expired bid 76 F Open Orders 63 Filing Tickets 27 G Open Quotes 66 H Open Temp Quotes 69 insert line 98 No Sale 30 O Options 56 bid 57 class customer 58 each pricing 57 increment line 58 inquiry customer 61 message credit 60 price level 60 salesman assigned 61 terms customer 61 transactions activity 58 type transaction 62 Order 31 Dimensions11 Temp Quote 49 transaction entered to wrong customer 50 Void Delete 51 Fast Sale 241 Order to Invoice Lookup 238 Print Shift Totals 184 Recall Order 174 Recall P O Receipt 200 Recall Quote 161 Special Orders 213 Getting Started 214 Other Special Order Options 228 Special Order Procedures 222 transaction number 120 Transaction Numbers Variable File 488 transactions activity 58 transfer 4 113 160 Transfers Variable File 484
48. SALES1234567890 12 17 98 40011 01 CASH SALES1234567890 01 13 99 40012 01 l CASH SALES1234567890 08 17 99 40013 01 l CASH SALES1234567890 01 15 99 40016 01 j CASH SALES1234567890 01 15 99 40017 01 A CASH SALES1234567890 08 17 99 40019 01 A CASH SALES1234567890 02 08 99 40021 01 f CASH SALES1234567890 03 04 99 40022 01 CASH SALES1234567890 03 04 99 40023 01 3 CASH SALES1234567890 03 19 99 40024 00 A BONHAM STAN 03 19 99 50000 01 L CASH SALES1234567890 08 17 99 50001 01 l CASH SALES1234567890 08 23 99 50002 01 4 CASH SALES1234567890 08 23 99 50003 00 CASH SALES1234567890 08 23 99 50004 00 CASH SALES1234567890 08 23 99 GRAND TOTAL 7960 30 7526 75 1116 00 6420 75 646 Dimensions11 Appendix B Rental Special Maintenance Introduction This section contains special maintenance programs for the rentals files Use these programs to view or edit unfiltered rental data Any maintenance on the files would usually be done through the standard programs but there may be occasions where you need to use this set of programs under the direction of Dimensions support personnel The information accessed here is sensitive and should be accessed cautiously Special Maintenance Menu When you select Rental Special Maintenance from the Rentals Menu another menu is displayed Rental Customer Rental Inventorv Rental Sales Master RSMO D Rental Sales Historv RSHO D See the following 4 parts for descriptions of each optio
49. Select 2 for Select Values and Date Ranges The computer displavs DS03302D Sales By Customer Select Values ABC LUMBER COMPANY Date mm dd yy Rev9 0 14 Port 40 Report Column Value To Print Beginning Date Ending Date Heading 0 Misc Heading Value Selection 1 Qty Sold 3 Dollars Sold 5 Ave Margin 7 Mkt Cost 9 Market GP 2 Units Sold 4 Ave Cost 6 Average GP 8 Mkt Margin 10 Weight Enter Value Selection lt UpA gt End lt Ent gt Next Value 0 No Selection The cursor is positioned at Value To Print for column 1 This is where you can design what values will print in which column You have the following options Enter value selection Enter a code 1 10 from the Value Selection displayed at the bottom of the screen to be used in the first column of the report If no values are selected the report does not print lt UpA gt End Press up arrow to end this screen and return to the previous screen lt Ent gt Next Value Press Enter to move to the next column without defining a value for column 1 This leaves column 1 blank on the report 0 No Selection Enter 0 zero for no selection without defining a value for column 1 Move to the next column This also leaves column 1 blank on the report 417 Sales Reports 418 After entering a value code the corresponding description is displayed under Value To Print The cursor moves to Beginning Date Enter the first transaction date you wish to include
50. Totals Misc Record Additional Data Print Purge SMO No Header Dimensionsil Part 1 1 Header DSO04101 BATCH NUMBER PORT NUMBER 1 999 CUSTOMER NUMBER ADJUST TAX CODE 1 999 ASSIGNED SALESMAN NO WRITTEN BY LOADED BY DELIVERY DATE VXVMMDD FROM TRANS EACH PRICING Y N BID NUMBER BID OVERRIDE E X TIME OF DAY HHMM RELEASE OF CREDIT HELP TOTAL MKT COST EXT ORDER TYPE 4 TOWN CD 17 8 RETURN TO STOCK N NO 14 4 BACKORDER Sales Special Maintenance SALES MASTER HEADER DATA NOT USED TRANS TYPE HELP TRAN DATE YYMMDD TERMS PRICE LEVEL 15 DELIVERED BY CHECKED BY 47 LOAD TYPE 48 DELIV TYPE 19 OUR P O NUMBER TICKET CLASS TALLY COUNT QUOTE ORDER STATUS U D CASH SALES Y N TRUCK INVOICE NEGATIVE LINE 30 4 EXCHANGED Y N 16 4 FUTURE ORDER 14 6 PACKAGE NO 14 8 PRT DEL DET 30 6 NO ORDER PRINTED T P 16 42 IN USE SPECIAL ORDERS CNT 5 STORE NUMBER 46 X DATE 4 LINE NUMBER 401 ENTER OPTION A V E FILENAME SM1 D Sales Master File Type 1 record of SMO D Header KEYS Store Number 1 99 Transaction Number Line Number 401 COMMENTS Since this is maintenance on the transaction header the line number will always be 401 7 TRANSACTION TYPE C CASH IN OUT R RETURN I INVOICE T TEMP QUOTE O ORDER X TRANSFER Q QUOTE V VOID 9 TRA
51. Update Completed Orders 275 Print Update Quotes amp Orders 293 Print and Update Quotes Orders 321 Print Quote Order Detail 317 667 Print Quote Order Register 315 Reset Selected Status 319 Select Quote to Delete 312 Select Quote Order by Customer 300 Select Quote Order by Number 295 Select Quote Order by Range 304 Select Quote Order Cust amp Lost 308 Purge Rental Sales History 627 Purge Update Dates Variable File 499 Q QS1 D See Quote Order Select File QS1 D QS2 D See Quote Order Recap File QS2 D quantity 80 type 0 81 type 1 81 type 2 6 81 type 7 81 quote 3 112 Quote 33 Quote Selection QS1 D See also Quote Order Select File QS1 D Special Maintenance 550 Quote Order Recap File QS2 D 324 554 Quote Order Select File QS1 D 550 554 Quotes and Temp Quotes Variable File 482 R R Regular 62 R Reprice accept print ticket 122 125 126 R Revu accept print ticket 122 recalculate market cost 178 recalculate market cost only 168 193 recalculate price and market cost 167 192 recalculate price only 168 192 Recalculate Quantity Rented 628 recall by line number 165 190 203 Recall Order 174 Recall P O Receipt 200 Recall Quote 161 Recap Quotes amp Orders 324 Print Recap Report 339 Reset Selected Status Recap 337 Select Quote Order by Customer 329 Select Quote Order by Lot 331 Select Quote Order by Number 326 Selected Recap Detail 335 Selected Recap Register
52. amount according to the new date time lt UpA DnA gt Scroll Press the up or down arrow to scroll through the rental rates When the desired rental rate is highlighted press Enter to select it Go on to Step 30 30 Then the computer allows you accept or reject the line lt Ent gt Accept Line lt Esc gt Re ject lt UpA gt Change Units Rate The options listed at the bottom of the screen are the same as described in Step 15 Ifthe line is correct press Enter to accept it 31 Then you can select another line to return When done press Esc at Select Line No 32 You are returned to the options in Step 27 When done press the up arrow to continue to the back page of the transaction Dimensionsil 593 Appendix B 33 The computer displays the back page information For example 1031 000 ANDERSON MIKE Subtotal Addons 150 00 Rental Return i Tax Written By iCust P O iShip To n 1 f iPhone No 000 480 2311 Select Transaction 1 Invoice Total Ret Sold 208 00 Charge Invoice Void Back To Detail Lines Back To Addons Tax Correction Enter one of the following options 1 Invoice 4 Change Order 9 Void 10 Back to Detail Lines 11 Back to Addons 12 Tax Correction 594 Enter 1 to accept the rental return and print the invoice for the rental fee For charge transactions go to Step 35 For cash transactions enter the payment method and amount in Step 34 Appears if
53. and returns are updated to the Rental Sales History File RSHO D during the rental update program so this report must be printed prior to that update cs040981 Transaction Register DIM99 DATA Date mm dd yy Rev9 0 2 Port 39 Store 01 1 Input Parameters Type of Report 1 Complete Register 2 Sales Register 3 Return Register Batch Number Written by O A11 Assigned Salesman 0 A11 Number of Copies Store Number Report Date mmddyy Beginning Trans Number 00 Ending Trans Number 9999999 99 lt Ent gt Print Report E End 1 Input Parameters Input Parameters Type of Report Enter 1 to print a complete register lists all transactions for the day including orders invoices and returns 2 to print a sales register only orders with deposits and invoices or 3 to print a return register returns only Batch Number Defaults to the current batch for the Variable File store number Written By 0 All Enter the written by sales rep code you wish to use for this report or press Tab to print transactions for all written by codes Assigned Salesman 0 All Enter the assigned sales rep code you wish to use for this report or press Tab to print transactions for all assigned rep codes Number of Copies Enter number of copies to print or press Tab to default to one copy Store Number Enter the store number you wish to print or press Tab to default to the current store number If you change the store number Batch Number d
54. c 0 T 1 0 555 1212 CUST PO ASDFAWE INVOICE LN QTY DESCRIPTION SERIAL AMOUNT RETURN i 5 RENTAL ITEM NO SERIAL NUMBER 175 00 OUT 07 12 97 0800 IN 07 13 97 1825 Invoiced RENTED 2 1 RENTAL ITEM 4 231 20 OUT 07 12 97 0800 IN 07 15 97 1600 PAID BY CASH 300 00 DEPOSIT 300 00 SUBTOTAL 32 00 ORDER 1 000 CASH SALE CASH 08 20 97 10 28 S 1 P 12 A 1 W 1 0 555 1212 CUST PO 1654981 136586 RENTAL INVOICE LN QTY DESCRIPTION SERIAL UNITS AMOUNT AMOUNT RENTED 2 RENTAL ITEM 4 2 27 Dy 363 20 OUT 08 18 97 0800 IN 08 20 97 1024 160 00 PAID BY CASH 400 00 DEPOSIT 400 00 SUBTOTAL OOOO OOOO OOOO OOOO OOO OOOO OOO INVOTCES CREDITS 0 GIGI III III III III III III III III III II III III III III III IA 30 01 INVOICE 1 000 CASH SALE CASH 07 13 97 18 26 S 1 P 3 A 1 W 1 c 0 T 1 0 555 1212 CUST PO ASDFAWE INVOICE LN QTY DESCRIPTION SERIAL AMOUNT RETURN f 5 RENTAL ITEM NO SERIAL NUMBER 1 A 175 00 OUT 07 12 97 0800 IN 07 13 97 1825 RENTED 2 1 RENTAL ITEM 4 4 A OUT 07 12 97 0800 IN 07 15 97 1600 PAID BY CASH 114 06 DEPOSIT 300 00 SUBTOTAL STATE SALES TAX TOTAL 31 01 INVOICE 6000 000 FLOWER SHOPPE 07 22 97 13 16 S 1 P 23 0 523 6978 CUST PO INVOICE LN QTY DESCRIPTION SERIAL AMOUNT RETURN 1 1 HANDY DANDY CARPET CLEANER 58749999 A 25 00 OUT 07 22 97 1313 IN 07 22 97 1315 SUBTOTAL STATE SALES TAX TOTAL NOTES 1 Costs for all rental invoices are based on the cost percent in the i
55. can also be set up by password account See Password Account Options DSVMO101 POS Front Screen Options DIM11 DATA Date mm dd vv Rev11 0 4 Port 38 Store 01 POS MENU OPTIONS FRONT SCREEN Allow Recall from Current History Allow Fast Sale Default Type of Transaction Allow Changing a Customer on a Recalled Order without Release Cd lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimensions11 453 Sales Variable File 3 POS Enter Detail Screen This screen allows you to set up storewide options for the POS Enter Detail Screen These options can also be set up by password account See Password Account Options DSVMO101 POS Detail Screen Options DIM11 Date mm dd yy Rev11 0 4 Port 38 Store 01 POS ENTER DETAIL SCREEN PRICING OPTIONS MARGIN OPTIONS Stop at Price Verify Bad Profit Y N Verify Price Override Y N Low Margin Variance Display Other Store Prices Y N High Margin Variance Negative Line Discount Y N Use Freight Y N Use Customer Store for Prices QUANTITY OPTIONS Enter Quantity Before Item Y N Verify On Hand Exceeded Round Units lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End lt F1 gt Help 454 Dimensionsil Sales Variable File 4 POS Back Screen This screen allows you to set up storewide options for the POS Back Screen These options can also be set up by password account See Password Account Options Date
56. characters by entering the description in the DESCRIPTION column Also define how to handle that field at POS by entering one of the following codes in the CODE column 0 Not required Operator has option of entering something or leaving the field blank 1 Required Operator must make an entry to continue with the ticket 2 Skip in POS Field will not appear at POS Examples DSVM0105 POS Additional Descriptions DIM11 DATA Date mm dd yy Rev11 0 2 Port 37 Store 01 FIELD ATTRIBUTES DESCRIPTION CODE Numeric with decimal COST OF SHIPPING 0 Numeric with decimal Numeric without decimal INVOICE NUMBER Numeric without decimal TRUCK Alpha 10 Chars BILL OF LADING f Alpha 10 Chars Alpha 30 Chars VENDOR NAME Alpha 30 Chars VENDOR ADDRESS Alpha 25 Chars VENDOR CITY STATE ZIP Alpha 1 Char Alpha 1 Char Alpha 1 Char Alpha 1 Char Alpha 1 Char ooococococococococoo lt Esc gt End lt F1 gt Help 478 Dimensionsil Sales Variable File 6 Messages This menu is displayed after selecting 6 for Messages from the Sales Variable File Maintenance Menu DSVM0106 Sales Messages DIM11 DATA Date mm dd yy Rev8 1 1 Port 39 Store 01 Store Number Choose Selection Invoices and Returns Orders Quotes and Temp Quotes Cash In Out Transfers Change Store lt Esc gt End See the following five parts for descriptions of each option Dimensions11 479 Sales Variable File 1 Inv
57. enter the customer s name in the first ship to field and their address in the other two There are three lines of ship to address available Or press Enter to skip this field only if Ship To is not required Or press s to bypass the remaining information and go to Step 22 587 Appendix B Phone No If the customer had a phone number entered already in their customer file it is displayed Press Tab to keep it Or enter the customer s phone number up to 12 characters Both cash and charge transactions require phone number information Or press Enter to skip this field Or press s to bypass the remaining information and go to Step 22 Notes Enter up to 30 characters of notes for this transaction if desired There are two lines of notes available Or press Enter to skip this field 22 Then the computer allows you to accept and print the transaction It displays at the bottom of the screen lt Ent gt Accept lt Esc gt Select P Alternate Printer Check the information on the back screen Then enter one of the following options lt Ent gt Accept Press Enter to accept the transaction and proceed to print it The transaction is assigned a transaction number and is printed according to the Variable File setup Printer Assignments in System Manager controls which printer is used as the default and the Rental Options in the Rental Variable File defines which print program is used The transaction is updated to the proper fil
58. for the amount of time since the last cycle bill This program may be set up to run as part of the day end project or you may choose to run it manually during the day The program reads through the Rental Sales Master File RSMO D for all stores comparing the last billing date to the current date for each open rental line item If a month has passed based on how the month is defined in the Variable File settings then the computer creates an invoice for that order The invoices will be updated with the next rental day end update cs04090C Cycle Billing DIM99 DATA Date mm dd yy Port 39 01 1 Print Cvcle Billing Edit 2 Generate Cvcle Bills i i 99 Change Date Print the edit list option 1 Print Cycle Billing Edit to review the accounts prior to generating the cycle bills The same print routine is used for both printing the edit list and generating cycle bills The edit list prints as a report and should be printed to a plain paper printer You do not have the option of printing it to the terminal screen When generating the cycle bills select a printer loaded with transaction forms These invoices will be included in the next day s day end reports After you select 1 or 2 the computer displays the following print routine Select Printer 0 Slave 2 99 Port No Port No lt UpA gt Search Port No NOTES Dimensions11 629 Appendix B Part 4 Rental Month End amp Year End Updates The standard month end and year en
59. for this value in the standard date format mmddyy You must enter a valid date to continue Ending Date Enter the last transaction date you wish to include for this value Heading If you want a heading you must enter it they way you wish it to appear on the report Enter up to 11 characters of heading for this column Or press Enter to bypass Repeat Steps 2 5 for the next column of information you wish to show on this report You can enter up to 12 columns of values When you are done selecting values and date ranges press up arrow to return to the input parameters screen where you can select 3 to print the report Dimensionsil mm dd yy 15 29 00 Item Catalog Description Customer 1 000 1 74160001 00190 1 74160003 00166 Customer Totals Customer 500 000 1 20103015 12CDXX 1 27021210 PT250 Customer Totals Customer 500 001 1 12014804 34CDX 1 20103015 12CDXX 1 27021210 PT250 Customer Totals Customer 500 010 2 1011121 2696WW 2 20103015 12CDXx 2 27021210 PT250 Customer Totals Customer 1000 000 1 1162610 2610DFD 1 1342408 2408CC 1 12014802 12CDX 1 20103015 12CDXX 1 27021210 PT250 Customer Totals Customer 1000 001 1 1342408 2408CC 1 27021210 PT250 Customer Totals Customer 1000 003 1 1342400 24RLCC 1 27021210 PT250 Customer Totals Customer 1300 000 1 1011121 2696WW 1 1162608 2608DFD 1 1162610 2610DFD 1 20103015 12CDXX Customer Totals Customer 2000 000 1142412 2
60. indicate whether or not to print the transaction N transaction is neither a return nor an invoice with negative line s 34 ORDER TYPE ORDER ENTRY I invoice R return X transfer Dimensions11 521 Sales Special Maintenance Part 2 2 Misc Description DS004202 Sales History Misc Descriptions Batch Number Customer P O Miscellaneous Notes Ship to Line 1 Ship to Line 2 Ship to Line 3 From Backorder B Lienable Y N POS Type R D S P 1 Store Number 2 Trans Number 3 Line Number 402 Enter Option A V E FILENAME SH2 D Sales History File Type 2 record of SHO D Misc Description KEYS Store Number 1 99 Transaction Number Line Number 402 COMMENTS Since this is maintenance on the miscellaneous description information the line number will always be 402 This information comes mainly from the back page of the POS ticket 10 FROM BACKORDER B Blank not from backorder B from automatic backorder 12 POS TYPE R D S R regular D direct S special P package 522 Dimensions11 Sales Special Maintenance Part 2 3 Misc Record DS004206 Sales History SH6 Data Batch Number Signature Total Taxable 2 Amount Pay Code 7 Amount Pay Code 8 Amount Pay Code 9 Amount Pay Code 10 Amount Special Orders Phone kPOWVVJOU NM 1 1 1 Store Number 2 Trans No 3 Line Number 404 Enter Option A V E FILENAME SH6 D S
61. mm dd yy Port 38 Store 01 DSVMO101 POS Back Screen Options DIM11 DATA Rev11 0 4 POS BACK SCREEN Require Ship To Address on Invoice Y N Print Discount Amount on Invoice Print Backorder Cancelled Lines Y N Billing Type Quote Expiration Date Y N lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimensions11 455 Sales Variable File 5 POS Back Screen This screen allows you to set up a miscellaneous storewide option the use the additional data fields at POS It would need to be set up for each store using this feature If you enter Y for this field you must also enter the descriptions for the additional data fields in 5 Descriptions POS Additional Fields DSVMO101 Sales Misc Store Options DIM11 DATA Date mm dd vv Rev11 0 4 Port 37 Store 01 1 Show Additional Fields at POS Y N lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help 456 Dimensionsil Sales Variable File 2 Addons This menu is displayed after selecting 2 for Addons from the Sales Variable File Maintenance Menu DSVM0102 Sales Add Ons DIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 Store Number Choose Selection 1 Sales Add ons 2 Functional Add ons 98 Change Store lt Esc gt End See the following two parts for descriptions of each option Dimensions11 457 Sales Variable File 1 Sales Add ons This screen allows you to set up addon codes with description G L ac
62. options for the print order is displayed 1 6 Enter the order you wish to use If you selected to print in spiff batch order enter the spiff number you wish to include on the report Enter the vendor number you wish to print for item selection Only items with a matching vendor number will be printed You can search for vendors by pressing the up arrow The vendor name will be displayed for your verification Enter Y if you wish the report to show average cost and average cost percent as well as market cost and market cost percent Or enter N to not show costs Enter Y if you wish to print the transaction detail for each item Detail includes a line for each transaction on which this item appears showing transaction type and number written by transaction date customer number quantity and units price sell extension and customer name Or enter N to not include the detail but show a total number of transactions on which the item is found Dimensionsil Sales Reports Print Item Totals Y N Enter Y if you wish to print totals for each item number of transactions number of units sell extension Or enter N if not Print Section Loc Totals Y N Enter Y if you wish to print the section location totals at the end of each section location N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each group N if not Select Inventory Optional Field This feature works the same as Sel
63. previous menu 615 Appendix B Steps 3 7 describe option 1 Input Parameters 3 Ifyou selected 1 for Input Parameters the cursor moves to Beginning Rental Item Enter the first rental item number to include on the edit list update Or press Tab to start with the first item found in the file 4 Ending Rental Item Enter the last rental item number to include on the edit list Or press Tab to use all remaining items found in the file 5 Store 0 All Enter the store number to use for selecting items for the edit list update 6 Report Date MMDDYY Enter the report date to use for the edit list 7 Return to Step 2 where you can select 2 to print the edit list 8 Ifyou selected 2 for Print Edit List the computer displays the standard print routine Steps 8 9 describe option 2 Print Edit List Output Device P T S F Port Port No lt UpA gt Search Port No Print the edit list as desired and review the depreciation calculations for the selected rentals items See the sample edit list below SAMPLE RENTAL DEPRECIATION EXPENSE EDIT LIST mm dd yy UPDATE DEPRECIATION EXPENSE EDIT LIST DIM99 DATA cs040970 12 49 43 PAGE 0001 LAST MONTHLY YEAR TO DATE LIFE TO DATE RENTAL DESCRIPTION SERIAL UPDATE DEPRECIATION DEPRECIATION DEPRECIATION 51515151 RUG CLEANER 51515151 00 00 00 00 33 00 51515152 RUG CLEANER 51515152 08 98 13 89 55 56 69 45 77000001 DITCH WITCH 08 98 71 78 116 27 122 11 77000002 POST HOLE DIGGER 1
64. rental item up to 8 digits Refer to Getting Inventory Started Chapter 5 in the Getting Started User Manual for more information on numbering items Rental items use the same Variable File information for as standard inventory items Do not combine rental items and standard inventory items in the same group number because the General Ledger accounts for the asset posting for sales need to be different 607 Appendix B 608 3 Serial Number 5 Descr 1 6 Descr 2 7 Non Taxable Y N 8 Cost Percent 9 Hourly Rate 10 Daily Rate 11 Weekly Rate 12 Monthly Rate 13 Minimum Rent Amount Enter the serial number for this rental item up to 15 alpha numeric characters The computer displays the serial number in the search routine in Rental Transaction Entry This field may be left blank if there is no serial number for the item Enter the item description in these two fields up to 21 alpha numeric characters in each The computer displays both descriptions on the screen after you select the item in Rental Transaction Entry However the computer uses only Descr 1 to print on the transaction and to build the keyword index Enter Y if the item is non taxable Enter N or leave blank if the item is taxable Tax calculations are based on item and customer tax code setups If either the item or the customer is non taxable no tax will be calculated Enter the percentage to use in Rental Transaction Entry for calcul
65. sales The information comes from the Rental Sales Master File RSMO D 1 Open Order Reg By Number Prints a summary register one line per transaction showing open rental orders in transaction number order The report includes the transaction number customer number and name subtotal deposit written by port number and store number You can print a range of transaction numbers and or transaction dates Also you can print all stores or a selected store CS040993 Rental Open Order Register STORE 1 Rev10 0 4 1 Input Parameters Beginning Trans Number Ending Trans Number Beginning Trans Date Ending Trans Date Number of Copies Store Number 0 Al11 Report Date lt Ent gt Print Report E End DIM11 DATA 0 9999999 0 999999 1 Input Parameters 2 Open Order Reg By Customer Date Omm dd yy Port 37 Store 01 This report shows the same information as the Open Order Reg By Number except it is printed in customer number order CS040994 Rental Open Order Register DIM11 DATA Rev10 0 4 1 Input Parameters Beginning Cust Number Ending Cust Number Beginning Trans Date Ending Trans Date Number of Copies Store Number 0 A11 Report Date lt Ent gt Print Report E End 640 STORE 1 000 999999 999 0 999999 1 Input Parameters Date mm dd yy Port 37 Store 01 Dimensions11 Appendix B 3 Open Order Detail By Number This report shows
66. temp quote information including all header and line item detail for each transaction printed in transaction number order The report include the following header information transaction number quote or temp quote customer number and name Y if the credit was released date and time store number S port number P assigned salesman A written by salesman W customer class C price level P terms code T update code U updated D flagged for deletion miscellaneous comments customer P O number your P O number delivery date ship to address the transaction number from which this quote originated and bid number The line item detail includes the line number quantity description item number units price unit description discount if any sell extension average and market cost average and market percent if selected discountable code taxable code and expected gross margin indicator if over if under The report also shows subtotal addons if any tax and total amount with cost extensions of each transaction This information comes from the Sales Master File SMO D DS04223 Open Quote Detail ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 38 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date 0 Ending Trans Date 999999 Print 0 All Quotes 1 Temp Quotes Only 2 Quotes Only Written By 0 A11 Assigned Salesman 0 All Show Co
67. the order was changed Enter 4 to change any of the ribbon area information Written By Cust P O etc Enter 9 to void any changes to the recalled rental order The computer asks Y Void this transaction Does not print a ticket The day end update deletes all voided transactions The computer ends this transaction and returns to the Rental Entry Menu Step 2 N Do not void this transaction Return to Select Transaction You can go back to the detail lines or change the Written By or payment information if needed Enter 10 to go back to the detail lines in Step 27 to make more changes if needed Enter 11 to go to the addon information to make changes if needed Enter 12 to go to the standard tax correction procedure to make more changes if needed Dimensions11 Appendix B 34 Ifyou are working with a cash customer the computer asks you to enter the payment method and amount For example Select Payment Method 9 PAY 9 Cash 10 PAY 10 Check PAY 3 PAY 4 Prev Deposit Remaining Balance Due ouou Using normal procedures select the payment method and amount for this transaction 35 The cursor moves to the ribbon area information Written By You can change any of this information if needed Or press Tab through each field to leave unchanged 36 Finally the computer allows you to accept and print the transaction lt Ent gt Accept lt Esc gt Select P Alternate Printer See Step 22 for these opt
68. this report Or press Tab to begin with the first transaction date found Ending Trans Date Enter the last transaction date of the range you wish to include on this report Or press Tab to use all remaining transactions dates Beginning Tax Code Enter the 3 character tax code of the range you wish to include on this report Or press Tab to start with the first tax code Ending Tax Code Enter the last tax code you wish to include on this report Or press Tab to use all remaining tax codes 432 Dimensions11 Sales Reports Sort by Method Enter 1 if you wish to print the report in transaction number 1 Transaction order 2 for tax code number order or 3 for state tax code 2 Tax Code number order 3 State Tax Code Totals Only Y N Only if the Sort by Method is 2 or 3 Enter Y if you wish to print only the totals of each tax code or state tax code Enter N if you wish to print each transaction one line per transaction showing invoice number customer number and name invoice date gross sales subtotal non taxable amount taxable sales amount sales tax amount and addon amount Print Daily Totals Y N Enter Y if you wish to print a subtotal for each day s transactions if you are not printing totals only Or enter N to print the list of transactions without a daily subtotal Page Break Between Tax Enter Y if you wish to eject a new page and print a heading Codes Y N whenever data for the next tax code begins Or enter N if
69. transactions printed on the default printer DSVM0104 Sales Default Printer Programs DIM11 DATA Date mm dd yy Rev10 0 1 Port 38 Store 01 PRINT PROGRAMS FOR DEFAULT PRINTER CASH TRANSACTIONS CHARGE TRANSACTIONS Invoices 7 Invoices Returns 8 Returns Orders 9 Orders Quotes 10 Quotes Temp Quotes 11 Temp Quotes Cash In Out 12 Transfers lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help See the tables on the following pages for the print programs names 464 Dimensionsil Print Programs TABLE A Cash Transactions Program Paper Form Sales Variable File CASH INVOICES RETURNS amp IN OUTS Notes DS04007 DS04054 DS04054C DS04054H DS04044 DS04044C DS04044D DS04044H DS04067 DS04067H DS04138 DS04138H DS04139 DS04140 DS04141 DS04014 DS04014R DS04102 DS04106 DS04106C DS04108 DS04020 Plain paper Preprinted form Blank form Blank form Preprinted form Preprinted form Preprinted form Blank form Preprinted form Blank form Preprinted form Blank form Blank form Preprinted form Blank form Preprinted form Preprinted form Preprinted form Plain paper Plain paper Plain paper Special Prints serial number for items with a serial number Uses customized transaction descriptions Prints selected signature on ticket Same as DS04054 Prints catalog number instead of item number Prints catalog number instead of it
70. you wish to print continuously without breaking between tax codes SAMPLE SALES TAX REPORT SHO Sales By Transaction mm dd yy SALES TAX BY TRANSACTION DIM99 DATA DS04208 13 24 58 FROM 01 01 00 TO 01 31 00 PAGE 0001 INVOICE CUSTOMER CUSTOMER INVOICE SUBTOTAL ADDONS NUMBER NUMBER NAME DATE 1000368 000 CASH SALES1234567890 01 16 00 1000369 000 CASH SALES1234567890 01 16 00 1000370 000 CASH SALES1234567890 01 19 00 1000371 000 CASH SALES1234567890 01 19 00 1000372 000 CASH SALES1234567890 01 19 00 1000373 000 CASH SALES1234567890 01 19 00 1000374 000 CASH SALES1234567890 01 19 00 2200150 000 BECK STREET CONSTRUC 01 10 00 SAMPLE SALES TAX REPORT SHO Sales By Transaction Print Daily Totals Y mm dd yy SALES TAX BY TRANSACTION DIM99 DATA DS04208 13 37 48 FROM 01 01 00 TO 01 31 00 PAGE 0001 INVOICE CUSTOMER CUSTOMER INVOICE SUBTOTAL ADDONS NUMBER NUMBER NAME DATE 1000368 1 000 CASH SALES1234567890 01 16 00 1000369 1 000 CASH SALES1234567890 01 16 00 DAILY TOTAL 1000370 SALES1234567890 01 19 00 1000371 x SALES1234567890 01 19 00 1000372 6 SALES1234567890 01 19 00 1000373 SALES1234567890 01 19 00 1000374 SALES1234567890 01 19 00 DAILY TOTAL 2200150 a STREET CONSTRUC 01 10 00 DAILY TOTAL Dimensions11 433 Sales Reports SAMPLE SALES TAX REPORT SHO Sales By Tax Code mm dd yy l SALES TAX BY TAX CODE DIM99 DATA DS04208 13 28 05 FROM 01 01 00 TO 01 31 00 PAGE 0001 INVOICE CUSTOMER C
71. yy 01 OPEN ORDER REGISTER ABC COMPANY DS04216 10 41 39 PAGE 0001 TRANS CUST NAME CR TOTAL DEPOSIT M P WBX NUMBER NUMBER SHIP TO 1 SHIP TO 2 SHIP TO 3 4900718 1000 000 ACME CONSTRUCTION 30797 1324 37 1324 37 4900719 1000 000 ACME CONSTRUCTION 30797 2447 55 2447 55 4900773 1000 ACME CONSTRUCTION 82297 906 50 906 50 4900774 1000 ACME CONSTRUCTION 82297 736 88 736 88 4900720 2500 CARSON CONTRACTING CARL 31097 2002 03 2002 03 4900696 3000 CLASSY DOORS amp WINDOWS 12897 4900697 3000 CLASSY DOORS amp WINDOWS 12897 4900698 3000 CLASSY DOORS amp WINDOWS 12897 4900753 3000 CLASSY DOORS amp WINDOWS 40997 4900765 3600 BRICKYARD 5 61797 4900690 2000 BEST BUILT HOMES 120396 1 4900700 2000 BEST BUILT HOMES 20697 1 4900701 2000 BEST BUILT HOMES 20697 1 4900702 2000 BEST BUILT HOMES 20697 1 4900735 2000 000 BEST BUILT HOMES 31897 1 4900745 2000 000 BEST BUILT HOMES 61197 1 4900723 2500 000 CARSON CONTRACTING CARL 31197 123 VEGAS BLVD FI III III IOI IOI IOI IIR IK 4900734 2000 000 BEST BUILT HOMES 748 SHIP TO 1 SHIP TO 2 SHIP TO 4900707 2000 000 BEST BUILT HOMES Si TEST A TEST B TEST C TOTAL 33087 80 15 02 33072 78 14 30 11 52 Dimensions11 367 Sales Reports 4 Open Order Detail Number This report shows open order information including all header and line item detail for each transaction printed in transaction number order The report includes the following header information transaction number cu
72. 00 CUSTOMER 210000 000 EDDIE LUMBER SHOP 77 GROUP 77 2 23 18 GRAND TOTALS a x i 87612 Dimensions11 447 Sales Reports 7 Group Sales Analysis by Department Prints a report showing information from the T2ssyy D file for sales information and either IM2 D or IMH D to provide GMROI turns and values If the report is printed during the middle of the day it reflects sales up to the time the report is printed DS04209 Group Sales Analysis By Department DIM99 DATA Date mm dd yy Rev9 0 3 Port 39 Store 01 1 Input Parameters Beginning Department Ending Department Print Todavs Totals Y N Print Month To Date Y N Print Year To Date Y N Print Average Market or Both A M B Page Break Between Departments Y N Use 1 12 Mo Revolving 2 Current YTD Number of Copies Store Number Report Date PRPREPKW2AKK OO 3 Q a d ka lt Ent gt Print Report E End 1 Input Parameters SAMPLE GROUP SALES ANALYSIS BY DEPARTMENT mm dd yy STORE 01 GROUP SALES ANALYSIS BY DEPARTMENT ABC COMPANY DS04209 15 26 06 PERIOD 03 CURRENT YTD ABC COMPANY PAGE 0001 AVERAGE AVERAGE MARKET MARKET MARGIN MARGIN MARGIN MARGIN GMROI TURNS DEPT 1 LUMBER amp PLYWOOD 1 DIMENSION DAY MTD 12 PLYWOOD DAY MTD 15 DRYWALL PRODUCTS DAY MTD 17 DIRECT DIMENSIONAL DAY MTD 18 REBAR PRODUCTS DAY MTD 51 DIMENSIONAL LUMBER DAY MTD TODAYS TOTALS MTD TOTALS 448 Dimensionsil Sales Reports 8 Sales Weight by Loaded
73. 00 CASH SALES12345678901234 31299 4100334 000 CASH SALES12345678901234 31299 4100337 000 CASH SALES12345678901234 31999 4100344 000 CASH SALES12345678901234 32599 4100345 000 CASH SALES12345678901234 32599 4100348 000 DSO2328 TEST FOR CANBY 101499 4100353 000 DYNASTY CORPORATION 62199 4100356 000 CASH SALES12345678901234 63099 4100366 000 ANDERSON MIKE 80699 4200029 000 CASH SALES12345678901234 81399 4200030 000 CASH SALES12345678901234 81799 4200044 000 CASH SALES12345678901234 82799 4200045 000 CASH SALES12345678901234 90399 4200046 000 CASH SALES12345678901234 90999 4200047 000 CASH SALES12345678901234 90999 4200048 000 BECK STREET CONSTRUCTION 91399 4200049 000 BECK STREET CONSTRUCTION 91399 4200054 000 CASH SALES12345678901234 91799 4200055 000 CASH SALES12345678901234 92499 4200057 000 CASH SALES12345678901234 102299 4200060 000 CASH SALES12345678901234 110999 4200061 000C BRODERICK AND ZARBOCK PL 111899 4200062 000 BECK STREET CONSTRUCTION 120999 wx H REZZzzzzz te te te tte SALESMAN TOTAL WRITTEN BY SALESMAN KAREN ERICKSON 1 4200025 1 CASH SALES12345678901234 SALESMAN TOTAL WRITTEN BY SALESMAN DAVID RENSTROM 1 4100357 1 CASH SALES12345678901234 SALESMAN TOTAL REPORT TOTAL Dimensions11 389 Sales Reports Sales History Invoice History This menu is displayed after selecting 3 for Sales History from the Sales Reports Menu DIM11 DATA Invoice History Sales by Customer Ite
74. 00711 4900713 4900714 4900717 4900718 4900719 4900720 4900721 4900722 4900723 4900724 4900731 4900732 4900733 4900734 4900735 4900736 4900737 4900738 4900742 4900744 4900745 4900746 4900747 4900748 4900749 4900750 4900752 4900753 4900755 4900756 4900757 4900758 4900759 4900760 4900764 4900765 4900766 4900767 4900769 4900772 4900773 4900774 4900778 4900779 364 SAMPLE OPEN ORDER REGISTER NUMBER 01 OPEN ORDER REGISTER CASH SALE BEST BUILT HOMES CASH SALE CASH SALE CLASSY DOORS amp WINDOWS CLASSY DOORS amp WINDOWS CLASSY DOORS amp WINDOWS CASH SALE BEST BUILT HOMES BEST BUILT HOMES BEST BUILT HOMES CASH SALE CASH SALE BEST BUILT HOMES CASH SALE CASH SALE CASH SALE CASH SALE BEST BUILT HOMES ACME CONSTRUCTION ACME CONSTRUCTION CARSON CONTRACTING CARL ACME CONSTRUCTION ACME CONSTRUCTION CARSON CONTRACTING CARL ACME CONSTRUCTION CARSON CONTRACTING CARL CARSON CONTRACTING CARL CASH SALE BEST BUILT HOMES BEST BUILT HOMES ACME CONSTRUCTION ACME CONSTRUCTION ACME CONSTRUCTION CARSON CONTRACTING CARL CASH SALE BEST BUILT HOMES CARSON CONTRACTING CARL ACME CONSTRUCTION CARSON CONTRACTING CARL CASH SALE CASH SALE CASH SALE CLASSY DOORS amp WINDOWS CARSON CONTRACTING CARL CARSON CONTRACTING CARL CASH SALE ACME CONSTRUCTION CASH SALE CASH SALE ACME CONSTRUCTION BRICKYARD 5 CASH SALE CASH SALE ACME CONSTRUCTION CASH SALE ACME CONSTRUCT
75. 040977 Rental Tax Report RSHO DIM11 DATA Date mm dd yy Rev10 0 1 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Trans Number 00 Ending Trans Number 99999 99 Beginning Trans Date 0 Ending Trans Date 999999 Beginning Tax Code o Ending Tax Code 999 Sort bv Method 1 1 Transaction 2 Tax Code 3 State Tax Code Print Daily Totals Y N N Page Break Between Tax Codes Y N N Number of Copies i Store Number 1 Report Date mmddyy Select Sales Optional Field Y N N lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Trans Number Enter the first transaction number of the range you wish to include on this report Or press Tab to begin with the first transaction Ending Trans Number Enter the last transaction number of the range you wish to include on this report Or press Tab to use all remaining transactions Beginning Trans Date Enter the first transaction date of the range you wish to include on this report Or press Tab to begin with the first transaction date found Ending Trans Date Enter the last transaction date of the range you wish to include on this report Or press Tab to use all remaining transactions dates Beginning Tax Code Enter the 3 character tax code of the range you wish to include on this report Or press Tab to start with the first tax code Ending Tax Code Enter the last tax code you wish to include on this report Or press Tab to use all remaining tax
76. 047C DS04047H DS04047W DS04047X DS04145 DS04146 DS04016 DS04016X Plain paper Plain paper Plain paper Plain paper Plain paper Plain paper Preprinted form Blank form Preprinted form Blank form Preprinted form Blank form Plain paper Plain paper Plain paper Plain paper Plain paper Preprinted form Preprinted form Blank form Preprinted form Preprinted form Blank form Preprinted form Preprinted form Preprinted form Blank form Preprinted form Preprinted form Prints second description if DESC CODE 9 in IM1 D Prints catalog number instead of item number Same as DS04006 plus prints weight instead of location Uses customized transaction descriptions Prints with prices Prints with prices Prints catalog number instead of item number Does not print totals Does not print prices Does not print prices Prints prices but no extensions Print prices but no extensions Does not print totals Prints SHIPPED amp B O columns Same as DS04006 Prints 2 copies Prints ORDER ACKNOWLEDGEMENT Prints PURCHASE REQUEST instead of ORDER For Okidata 393 printer Prints with prices For Okidata 393 printer Does not print prices Same as DS04046 Prints catalog number instead of item number Does not print prices Prints prices but no extensions Prints catalog number Prints prices but no extensions Does not print company address Prints amou
77. 1 99 12 31 99 01 01 98 12 31 98 CUSTOMER UNITS SELL EXT UNITS SELL EXT 1 CASH SALE 14 00 131 02 LAKE STATES TEST 21 00 152 25 EVERETT COMPANY VENDOR TOTAL Dimensions11 415 Sales Reports 4 Sales By Cust Select Values This report comes from the Sales History File index SH0 J3 and can contain up to 12 columns of values you select This allows you to create the report to fit your needs It is printed in customer number order You can choose from the following fields Quantity sold Units sold Dollars sold Average cost Average cost margin Average cost GP Market cost Market cost margin Market cost GP Weight DS03302D Sales By Customer Select Values ABC LUMBER COMPANY Date mm dd yy Rev9 0 14 Port 40 1 Input Parameters Print 1 Numerically 2 Alphabetically 1 Beginning Customer 000 Ending Customer 999999 999 Beginning Item 0 Ending Item 99999999 Vendor Number 0 A11 Total Type 2 Items Y N Summarize Customer Jobs Y N Print Transaction Detail Y N Print Item Totals Y N Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number 0 A11 Report Date Select Customer Optional Field Y N Select Sales Optional Field Y N Page Break Between Customers Y N 2 Select Values and Date Ranges 3 Print Report Enter Option E to End ZAA KCrPryAmKAAyAo Special and Unique Input Parameters Vendor Number 0 All Enter the vendor number you wish to print for item
78. 1 M MISC CUST PO OUR PO 0 DEL DATE 03 07 97 FROM BID QTY DESCRIPTION ITEM UNITS SELL EXT AVE CST MKT CST 150 00 2X6 08 2 amp BTR DOUG FIR DRY 1162608M 150 00 633 00 4 01 4 05 200 00 2x6 10 2 amp BTR DOUG FIR DRY 1162610M 200 00 1062 00 5 05 5 05 100 00 2X6 12 2 amp BTR DOUG FIR DRY 1162612M 100 00 636 00 6 06 6 06 SUBTOTAL 2331 00 2217 50 2223 50 RESALE 116 55 TOTAL 2447 55 113 50 107 50 4900721 ORDER 1000 000 ACME CONSTRUCTION 03 13 97 09 36 S 1 P 9 A 1 W 1 C 3 P 11 T 1 M MISC CUST PO OUR PO 0 DEL DATE 03 20 97 BCKORD 1313 DOVER ST FROM 04900721 BID LN QTY DESCRIPTION ITEM UNITS PRICE SELL EXT AVE CST MKT CST 10 00 10TX4 BIMET RECIP BLADE 99000820M 10 00 1 18 11 80 1 12 1 12 100 00 2X6 08 2 amp BTR DOUG FIR DRY 1162608M 100 00 4 22 422 00 4 01 4 05 100 00 2X6 10 2 amp BTR DOUG FIR DRY 1162610M 100 00 5 31 531 00 5 05 5 05 SUBTOTAL 964 80 917 20 921 20 RESALE 48 24 TOTAL 1013 04 47 60 43 60 4900722 ORDER 1000 000 ACME CONSTRUCTION 03 11 97 11 44 S 1 P 9 A 1 W 1 C 3 P 11 T 1 M MISC CUST PO OUR PO 0 DEL DATE 03 11 97 1313 DOVER ST FROM BID DB 2 LN QTY DESCRIPTION ITEM UNITS PRICE SELL EXT AVE CST MKT CST AVE MKT DTM 1 100 00 4X6 16 P T 2 DF SAS CCA 40REF 5913616M 100 00 17 27 EA 1727 00 16 44 16 48 4 81 4 57 NN SUBTOTAL 1727 00 1644 00 1648 00 RESALE 86 35 TOTAL 1813 35 83 00 79 00 Dimensions11 371 Sales Reports 6 Open Order Detail Item Number Th
79. 1 W 1 C 1 P 1 T 90 OUR PO 0 DEL DATE 00 00 00 FROM BID P UNITS 5 00 5 00 PRICE 3 85 EA 12 49 EA SELL EXT AVE CST MKT CST AVE MKT DTM 19 25 3 89 3 89 1 04 1 04 NN 62 45 3 89 8 71 68 86 30 26 NN SUBTOTAL STATE SALES TAX TOTAL 81 70 5 11 86 81 38 90 63 00 42 80 18 70 52 39 22 89 Dimensions11 Sales Reports 5 Open Quotes by Expiration Date This report is printed in written by salesman number order You can select the range of written by numbers as well as the beginning and ending expiration dates The report show the expiration date customer number and name ship to address phone number store number transaction number transaction date sales amount and margin Each written by salesman is totaled before going on to the next written by number This information comes from the Sales Master File SMO D DS04225 Quote Reg by Exp Date ABC LUMBER COMPANY Date mm dd yy Rev9 0 3 ABC CO Port 38 Store 01 1 Input Parameters Beginning Written Bv Ending Written Bv Beginning Expiration Date Ending Expiration Date Print 0 All Quotes 1 Temp Quotes Only 2 Quotes Only Page Break Between Slsmn Y N Number of Copies Store Number O A11 Report Date Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print 0 All Quotes Enter 0 to print all quotes regular and temp quotes 1 to 1 Temp Quotes Only print t
80. 17 GROUP 17 721 a a 1 e a 20 DOORS P 00 23 HAND TOOLS 7 36 27 DRXWALL ACCESSORIE 10 31 GROUP 31 62 57 kkkkkkkkokkkkkkkkik F A 21 60 GROUP 60 A ma 81 coohbroovoovoo anununnno o wo o o 66 GROUP 66 x al 96 fa nv ET Kikkkkkkkkkkkkkkakk x B 87 68 Kikkkkkkkkkkkkkkakk y A 66 74 GROUP 74 l P 79 77 GROUP 77 DEPARTMENTS 0 ABC CO 1 LUMBER amp HARDWARE 2 DOORS amp WINDOWS CUSTOMER CLASS TICKETS TICKETS 1 RETAIL CUSTOMERS F 34 2 SMALL CONTRACTOR gt x ja 3 3 LARGE CONTRACTOR ASSIGNED SALESMAN TICKETS TICKETS 1 TOM ATKINS WRITTEN BY TICKETS TICKETS 1 TOM ATKINS DELIVERED BY TICKETS TICKETS 44 II III RIK IR TRUCK TICKETS TICKETS 1 TRUCK ONE f a l cont Dimensionsil 437 Sales Reports mm dd yy SALES ANALYSIS 16 34 21 CHARGE INVOICES NET CHANGE CASH INVOICES NET CASH NET CHANGE amp CASH ADDONS 2 DELIVERY 3 10 RESTOCKING TOTAL TAX 1 STATE SALES TAX TOTAL GRAND TOTAL INVENTORY ADJUSTMENTS SALES AVERAGE COST ADJUSTMENTS VALUE CORRECTIONS ADJUSTED COST MARGIN AFTER ADJUSTMENTS 438 ABC COMPANY 1 048 18 1 048 18 13 388 53 14 436 71 1377 31 3 666 24 4 599 47 4 599 47 15 207 76 DS04201 PAGE 0002 NONTAXABLE 330 64 Dimensionsil Sales Reports 2 Daily Report The information on this report comes from the T2ssyy D file It is printe
81. 2 Dollar Limit for FC 2 Monthly Finance Charge 3 Minimum Finance Charge Minimum Past Due Charge FC if Payment Recvd Y N Calculate FC on Fin Charges Y N lt Esc gt Go Back One Field DIM11 DATA 24 25 26 27 28 29 lt Tab gt Go Forward One Field Discount Discount Discount Discount Discount Print Discount on Invoice Date mm dd vv Port 37 Store 01 PROMPT PAYMENT DISCOUNTS Date Days 1 Limit 1 2 Limit 2 REVOLVING ACCOUNTS Revolving ff of Payments Minimum Payment OTHER Auto Line Discount Allow Spiff Pricing Customer Return Hold 0 99 Special Flag Volume Discount Code 0 99 Vol Disc on Discbl Amt Y N End lt F1 gt Help Field 21 Print Discount on Invoice P to print discount on all types of transactions invoices orders returns etc as well as reprinted transactions Miscellaneous Codes DSVM0207 Dimensions11 DSVM0207 Rev10 0 4 A R Miscellaneous Codes DIM11 DATA Print Discount Amount on Invoices Y N Store default if not set up in A R Terms Information Returns Credit Option 1 Credit 1 30 Days Past Due Balance 2 Credit Current Balance P Date mm dd vv Port 37 Store 01 Number Months Credit and Payment History 12 Randomly Generated Credit Limit Release Code Y N Credit Limit Release Code 1234 Credit Hold Option for New Job Accounts Beginning Cred
82. 2 2900759 1000 003 ACME CONSTRUCTION 123 MAPLE STREET 31197 B 997 2900760 1000 003 ACME CONSTRUCTION 123 MAPLE STREET 31297 l 105 2900761 1000 003 ACME CONSTRUCTION 123 MAPLE STREET 31297 a 105 2900762 5000 000 EVERETT COMPANY 31297 70 2900763 5000 000 EVERETT COMPANY 31297 70 2900764 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 31297 46 1452 2900765 1000 000 ACME CONSTRUCTION 1313 DOVER ST 31397 38 994 2900766 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 31397 28 4 2900767 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 31397 28 4 2900768 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 31397 AT 7 2900769 2000 000 BEST BUILT HOMES 31797 32 39 2900770 1000 000 ACME CONSTRUCTION 1313 DOVER ST 31997 70 1589 2900771 1000 000 ACME CONSTRUCTION 1313 DOVER ST 31997 30 1098 2900772 1000 001 ACME CONSTRUCTION 32097 32 39 2900773 1000 001 ACME CONSTRUCTION 32097 06 69 2900774 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32097 2900775 1000 000 ACME CONSTRUCTION 1313 DOVER ST 32597 50 31 2900776 1000 000 ACME CONSTRUCTION 1313 DOVER ST 32597 50 31 2900777 500 000 STORE 2 TRANSFER ACCOUNT 32697 99 2900778 500 000 STORE 2 TRANSFER ACCOUNT 32697 9 2900779 5000 000 EVERETT COMPANY 32897 57 2900780 5000 000 EVERETT COMPANY 32897 57 2900781 3030 000 FISHER S QUICK amp EASY 32897 61 2900782 3030 000 FISHER S QUICK amp EASY 32897 b 2900783 2500 000 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 r 67 2900784 2500
83. 2 03 99 25 00 33 33 33 33 TOTAL 110 67 205 16 257 89 9 Return to Step 2 where you can select 3 to update the depreciation expenses Steps 10 11 describe option 3 Update Depreciation Expense 10 Ifyou selected 3 for Update Depreciation Expense the computer begins immediately to update the items found on the edit list and displays Now processing 51515152 Wait while the computer completes the update 616 Dimensions11 Appendix B 11 Return to Step 2 where you can select E to end this procedure To see the depreciation values and how they affect the rental item s value print the Rental Sales amp Cost Analysis or Rental Asset report found on the Rental Reports Menu NOTES Dimensions11 617 Appendix B Part 3 Rental Day End Use this part to process the day end update for rental transactions When you select 4 for Rental Day End from the Rentals Menu the following menu is displayed Rental Transaction Register Rental Transaction Detail Rental Day End Update Update Messages Build Rental Keyword Index Purge Rental Sales History Recalculate Quantity Rented Cycle Billing The following pages explain each of these options 618 Dimensionsil Appendix B Part 3 1 Rental Transaction Register This report provides summary information for each rental transaction created or changed in the day s batch The information on the report comes from the Rental Sales Master File RSMO D Invoices
84. 200 100 100 30 123 MAPLE STREET 1266 73 13 20 1299 73 Sell Ext DS03302C Page 0001 413 Sales Reports 3 Sales By Vendor Customer Item This report tallies sales by vendor by customer for two specified date ranges This allows you to compare sales of certain product lines to various customers from one year to the next It separates items from a certain vender and lists by customer the units sold in the current year and previous year It is printed in vendor number or name order This report is generated from the Sales History File SHO D Since it compares data in the current year and the previous year it requires that you save two years of sales history This could be a very large Sales History File DS03302V Sales By Vendor Customer Item ABC LUMBER COMPANY Date mm dd yy Rev9 0 6 Port 40 Store 01 1 Input Parameters Print Vendor Order 1 Numericallv Beginning Vendor 0 Ending Vendor 9999999 Print Customer Order 1 Numerically Beginning Customer 000 Ending Customer 999999 999 Beginning Item 0 Ending Item 99999999 Beginning Date Range 1 MMDDYY o Ending Date Range 1 MMDDYY 999999 Beginning Date Range 2 MMDDYY 0 Ending Date Range 2 MMDDYY 999999 Summarize Customer Jobs Y N Number of Copies Store Number 0 A11 Report Date Select Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print Vendor Order 1 Numerically by vendor number
85. 209 partial 180 210 backorder all lines 178 Bad Check File CM6 D 117 bar code 44 bid 4 57 76 205 billing type 120 Build Rental Keyword Index 626 C cash a customer s check 134 cash in out 4 113 Cash In Out 15 Cash In Out Variable File 483 cash in out totals Special Maintenance 537 cash invoice sales totals Special Maintenance 536 cash over short 20 21 cash received totals Special Maintenance 538 cash return sales totals Special Maintenance 536 cash returns over X 135 Cash Sale 16 112 cash settlement 20 catalog number 44 change new order 183 Change Date 258 Change Orders Header Only 262 Change Orders With Detail 264 Change Store 256 charge invoice sales totals Special Maintenance 536 charge return sales totals Special Maintenance 537 663 Charge Sale 18 111 charge transfers totals Special Maintenance 537 checked by totals Special Maintenance 535 ck by checked by 121 class customer 58 206 class totals Special Maintenance 533 Clear Shift Totals 186 CM1 D See Customer Master File CM1 D CM14 D See Extra Signature File CM1 D CM2 D See Customer Misc File CM2 D CM3 D See Customer Transaction File CM3 D CM6 D See Bad Check File CM6 D comment subtotal line 97 Company Options Variable File 452 Copy Trans from Current 187 Copy Trans from History 198 correct a bad cost 136 correct special order cost 235 cost correct a bad cost 136 costs margin
86. 22 Change Prices Percent 125 Change Prices to Equal Specified Amount 125 Change Prices to Equal Specified G P 126 669 Line Discount Percent 125 D Change Discount Option 125 P Change Print Option 125 S Change Spiff Option 125 Recalculate Prices with a New Price Level 125 Reverse All Amounts 126 reprice to a or percent 168 193 reprice to total specified amount 169 193 reprice to total specified gross profit percent 169 194 reprint code 36 286 289 Reprint History Trans by Range 289 Reprint Invoice Return Transfer Cash In Out 35 Reprint Order 38 Reprint Trans By Range 405 Reprint Transaction 286 403 Reprint Transactions 285 Reprint History Trans by Range 289 Reprint Transaction 286 required signatures 74 Reset Complete Status 273 Reset Selected Status 319 Reset Selected Status Recap 337 return 3 112 Return Cash amp Charge 39 return deposit 183 return to stock 39 40 112 returns tracking 158 revu 122 ribbon area 6 ribbon area data 118 billing type 120 ck by checked by 121 cust P O 119 delv by delivered by 121 delv date delivery date 118 load by loaded by 120 misc notes 119 our P O 119 ship to 119 transaction number 120 truck 121 written by 118 ROA 108 145 S S Special 62 sale 3 111 Sales G L Integration Variable File 490 670 Sales amp Cost Analysis rentals 632 Sales Add ons Variable File 4
87. 3 48 10 10 10 12 10 14 10 16 3 2 00 16 OZ STEEL CLAW HAMMER 30010001A 7 08 EA 14 16 4 5 00 8 OZ CARPENTERS WOOD GLUE 46480001A 2 08 EA 10 40 LN QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 1 2 SUBTOTAL 309 67 RESALE 15 48 TOTAL 325 15 4900691 ORDER 1 000 CASH SALE 12 03 96 12 58 S 1 P 19 A 1 W 1 MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID 1 00 SPECIAL ORDER ITEM 1 97010001E 1 00 10 00 EA 10 00 5 00 5 00 50 00 LN QTY DESCRIPTION ITEM UNITS PRICE SELL EXT AVE CST MKT CST AVE 1 2 1 00 SPECIAL ORDER ITEM 1 97010001E 1 00 10 00 EA 10 00 100 00 SUBTOTAL 20 00 STATE SALES TAX 1 25 TOTAL 21 25 Dimensions11 369 Sales Reports 5 Open Order Detail Customer This report shows open order information including all header and line item detail for each transaction printed in customer number order It shows the same information as the Open Order Detail Number This information comes from the Sales Master File SMO D DSO4214 Open Order Detail By Customer ABC LUMBER COMPANY Date mm dd yy Rev9 0 3 ABC CO Port 39 Store 01 1 Input Parameters Beginning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Show Cost Trans Date 999999 Y N Print Backorders Only Y N Number of Copies Store Number 0 A11 Report Date Page Ejects and Headings Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Param
88. 3000645 3000646 3000647 3000649 3000650 3000651 3000652 3000653 3000654 3000655 3000656 3000657 3000658 5000605 5000606 5000607 5000608 5000609 5000610 5000611 5000612 5000613 5000614 5000615 HHHHHHHHAHHHHOOOOOOOOOOO0OOOOOOOOOOOO 380 CASH SALE CASH SALE CARSON CONTRACTING CARL CASH SALE CASH SALE CASH SALE BEST BUILT HOMES CARSON CONTRACTING CARL CARSON CONTRACTING CARL CLASSY DOORS amp WINDOWS CASH SALE BEST BUILT HOMES BEST BUILT HOMES ACME CONSTRUCTION CASH SALE CASH SALE CASH SALE CASH SALE CASH SALE CASH SALE CASH SALE CASH SALE CARSON CONTRACTING CARL CASH SALE ACME CONSTRUCTION CASH SALE CASH SALE CASH SALE CASH SALE ACME CONSTRUCTION ACME CONSTRUCTION CASH SALE CASH SALE 12 PALM BEACH DR 123 VEGAS BLVD 123 VEGAS BLVD 111 1 1313 DOVER ST BRASS HARDWARE 3465 W Philadel 1313 DOVER ST 1313 DOVER ST 1313 DOVER ST 100396 111796 120396 22597 22597 22797 31297 31397 32897 40997 42997 51697 61297 61297 62397 259706 80497 81397 81397 81597 82597 91597 122096 121296 31297 32097 32097 32097 32097 32097 32097 40997 41497 TOTAL 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 2 1 1 1 1 1 1 1 1 Dimensionsil Sales Reports 2 Open Quote Register Customer This report shows a summary register one line per transaction showing open quotes and temp quotes in customer number ord
89. 412DFD 27021210 PT250 77000155 00276 77000160 00277 77000175 00280 77000300 00328 94000003 100307 97000009 108006 1 1 1 1 1 1 1 1 Customer Totals etc Dimensions11 Sales Reports SAMPLE SALES BY CUSTOMER SELECT VALUES Column 1 Qty Sold Column 2 Units Sold Column 3 Dollars Sold Sales By Customer Select Values ABC COMPANY CASH SALE SURFACE MOUNT MODULAR JACK INLINE MODULAR COUPLER 2 Items STORE 2 TRANSFER ACCOUNT 1 2 4x8 CDX 32 16 250 ROLL PERF A TAPE 2 Items STORE 2 TRANSFER 4X8 3 4 CDX PLVWOOD 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 3 Items STORE 1 TRANSFER 2X6 96 STUD WHITE WOOD 1 2 4X8 CDX 32 16 250 ROLL PERF A TAPE 3 Items ACME CONSTRUCTION 1313 DOVER ST 2X6 10 2 amp BTR DOUG FIR DRY 50 00 2X4 08 CONSTR COMMON REDWOOD 200 00 4X8 1 2 CDX PLYWOOD 100 00 1 2 4X8 CDX 32 16 100 00 250 ROLL PERF A TAPE 30 00 5 Items 00 ACME CONSTRUCTION 2X4 08 CONSTR COMMON REDWOOD 250 ROLL PERF A TAPE 2 Items ACME CONSTRUCTION 123 MAPLE STREET 2X4 RL CONSTR COMMON REDWOOD 1266 250 ROLL PERF A TAPE 13 00 13 1 97010002 SPEC ORDER 2 SPECIAL ORDER ITEM NUMBER 2 20 00 20 3 Items 33 00 JOHN MADDEN 2X6 96 STUD WHITE WOOD 2X6 08 2 amp BTR DOUG FIR DRY 2X6 10 2 amp BTR DOUG FIR DRY 1 2 4X8 CDX 32 16 4 Items BEST BUILT HOMES 2xX4 12 STD amp BTR DOUG FIR DRY 250 ROLL PERF A TAPE 7 8IN DIA 16IN SPADE BIT 3 4IN DIA 16IN SPADE BIT
90. 462 multiple units of measure 142 multiplier 346 N No Sale 30 O O Options 56 class customer 58 each pricing 57 increment line 58 inquiry customer 61 messages credit 60 price level 60 salesman assigned 61 terms customer 61 Dimensionsil transactions activity 58 type transaction 62 OEC D See Order Entry Completion File OEC D on line help 450 Open Order Detail Customer 370 Open Order Detail Item Number 372 Open Order Register Customer 365 Open Order Register Number 363 368 Open Order Register Ship To 367 Open Order Summary Item 376 Open Order Quote Written By 374 388 Open Quote Detail Customer 385 Open Quote Detail Number 383 Open Quote Register Customer 381 Open Quote Register Number 379 Open Quotes by Expiration Date 387 order 3 113 Order 31 Order Completion 260 Change Orders Header Only 262 Change Orders With Detail 264 Print Completed Order Detail 271 Print Completed Order Register 269 Print Update Completed Orders 275 Reset Complete Status 273 Select Completed Orders 265 Order Completion OEC D Special Maintenance 549 Order Entry Completion File OEC D 260 267 549 553 Order to Invoice Lookup 238 Orders Variable File 481 our P O 119 out of stock 82 P P Alternate Printer accept print ticket 123 P package 62 package 62 208 partial backorder 180 210 Password Account Options Special
91. 58 Sales Analysis Reports 435 Daily Report 439 Group Sales Analysis by Department 448 Group Totals Assigned Sman 443 Group Totals Class 441 Group Totals Customer 446 Group Totals Written By 444 Sales Analysis Report 436 Sales Weight by Loaded Rep 449 Sales Analysis Totals File TOTGO D 17 19 40 278 281 283 545 548 554 group assigned by totals 541 group class totals 540 group customer totals 543 group written by totals 542 Sales By Cust Select Values 416 Sales By Customer By Item 412 Sales By Item Select Values 420 Sales by Port 424 Sales By Vendor Customer Item 414 Sales History File SHO D 37 53 198 285 289 391 393 395 397 399 401 408 410 412 414 416 420 422 424 429 432 449 520 522 523 524 526 527 528 529 553 Sales History Reports Addon Recap 425 Invoice History 390 Invoice Detail Customer 401 Invoice Detail Number 399 Invoice Register Cust PO 395 Invoice Register Customer 393 Invoice Register Number 391 Invoice Order Register 397 Reprint Trans By Range 405 Reprint Transaction 403 Sales by Customer Item 409 Lost Sales 422 Sales By Cust Select Values 416 Sales By Customer Bvitem Item 412 Sales By Item Select Values 420 Sales By Vendor Customer Item 414 Sales Transactions by Item 410 Sales by Port 424 Sales Tax 427 Sales Tax Receipt Report 429 Sales Tax Report 428 Sales Tax Report SHO 432 Sales His
92. 6 27 28 29 30 31 32 33 34 35 Addon Addon Addon Cash Check Other Other Other Other Other Other Other Other Change Subtot Total Total Cost Pav Pav Pav Pav Pav Pav Pav al OL0JVUKJsW Dimensionsil 3 3 Rental Detail Lines FILENAME KEYS COMMENTS Dimensions11 Appendix B RSM3 D Rental Sales Master File Type 3 record of RSMO D detail lines Store Number Transaction Number Line Number 10001 19999 These are the individual lines on a rental transaction cs004093 1 2 3 4 5 6 7 8 9 Store Transaction Number Line 10001 19999 Batch Line Type C 0 R S D Non Taxable Y N Line Updt BLNK A B Rental Serial f Quantitv Rented Price Price Method N H D W M Price Source A E O Units hrs davs etc Extended Price Minimum Deposit Cost Extended Cost ENTER OPTION A V E 19 20 21 22 23 24 25 26 27 MAINTAIN RENTAL SALES MASTER DETAIL RECORD RSM3 D Check Out Date yyyymmdd Check Out Time hhmm Check In Date yyyymmdd Check In Time hhmm Rental Hours Billing Cycle Amount Tot Billing Cycl Amt Last Cycl Dt yyyymmdd Desc 653 Appendix B 3 4 Rental Total FILENAME RSM1 D Rental Sales Master File Type 1 record of RSMO D total KEYS Store Number Transaction Number Line Number 403 COMMENTS Since this is maintenance on the transaction totals t
93. 7 The program starts the search routine starting with the rental item number you entered For example to search by rental item number New Entries Select Rental Item 51515151 lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To Rental Serial Sta O H Rent 51515151 51515151 RUG CLEANER x 1 51515152 51515152 RUG CLEANER x 77000001 DITCH WITCH 77000002 12 POST HOLE DIGGER 1040 000 BECK STREET CONSTRUCTION Select Rental Item CLEANER lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To Rental No Serial No Sta O H Rent 51515151 51515151 CLEANE RUG CLEANER x 1 51515152 51515152 CLEANE RUG CLEANER x 77000002 12 DIGGER POST HOLE DIGGER 77000001 DITCH DITCH WITCH 1 1 3 77000002 12 HOLE POST HOLE DIGGER 1 The inventory information displayed at the bottom of the screen depends on the search method by rental item number or keyword Both methods include information on status blank available M maintenance not available X Expired not available number on hand 0 H and number rented Rent 8 Once you are in the search mode you have the standard tools to search for other rental items lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To The cursor is positioned at Jump To The first item on the list is highlighted You now have the following options 578 Dimensionsil Appe
94. 8 158 Enter the loaded bv number vou wish to view change Then the computer displavs DS04500 A Maintain Rep Numbers Rev9 0 5 Store Number Rep Type Rep Number 1 9999 Rep Name WAYNE Alternate Rep Number for Directs TODAY Sales Cost Market Cost of Tickets 0 C hange D elete E nd 534 DIM99 DATA Date mm dd yy Port 43 Store 01 Loaded By MONTH TO DATE YEAR TO DATE 00 14 258 70 00 11 328 46 00 6 057 55 0 44 Dimensionsil Dimensions11 Sales Special Maintenance 8 Checked By Totals Enter the checked by number you wish to view change Then the computer displays DS04500 A Maintain Rep Numbers DIM99 DATA Date mm dd yy Rev9 0 5 Port 43 Store 01 Store Number Rep Tvpe Checked Bv Rep Number l 9999 Rep Name WAXNE Alternate Rep Number for Directs TODAX MONTH TO DATE XEAR TO DATE Sales 00 00 00 Cost 00 00 00 Market Cost 00 00 00 of Tickets 0 0 o C hange D elete E nd 9 Delivered Bv Totals Enter the delivered bv number vou wish to view change Then the computer displavs DS04500 A Maintain Rep Numbers DIM99 DATA Date mm dd yy Rev9 0 5 Port 43 Store 01 Store Number Rep Type Delivered By Rep Number 1 9999 Rep Name WAYNE Alternate Rep Number for Directs TODAY MONTH TO DATE YEAR TO DATE Sales 00 00 5 444 41 Cost 00 00 3 348 91 Market Cost 00 00 2 024 13 of Ti
95. AILY WEEKLY MONTHLY SELL PRICE STATUS 1 51515151 51515151 RUG CLEANER 10 00 10 0000 50 0000 100 0000 250 0000 300 00 EXPIRED 1 51515152 51515152 RUG CLEANER 15 00 15 0000 75 0000 150 0000 300 0000 600 00 EXPIRED 1 77000001 DITCH WITCH 20 00 20 0000 80 0000 200 0000 800 0000 1000 00 AVAILABLE 1 77000002 12 POST HOLE DIGGER 20 00 20 0000 75 0000 250 0000 700 0000 1200 00 AVAILABLE 638 Dimensions11 Appendix B 6 Customer Sales amp Rentals This report prints sales and margin dollars and margin percent for rental sales non rental sales and total sales cs040975 Customer Sales and Rentals Report DIM11 DATA Date mm dd yy Rev10 0 1 Port 37 Store 01 1 Input Parameters Print Order 1 Numeric Beginning Customer 000 Ending Customer 999999 999 Rental Sales Customers Only Y N Y Print Period Cost Basis Consolidate Jobs Y N M MTD Values A N Store Number O A11 d 1 Y N Average Margin Number of Copies Report Date mmddy Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Input Parameters Print Order 1 numeric customer number 2 alphabetic customer name Beginning Customer According to the print order you selected above enter the first customer number or name to include on this report Or press Tab to start with the first customer found in the file Ending Customer Enter the last customer number or name to include on this report Or press Tab to us
96. AX 1 Items 1162608 2608DFD 2X6 08 2 amp BTR DOUG FIR DRY 1162610 2610DFD 2x6 10 2 amp BTR DOUG FIR DRY 1162614 2614DFD 2X6 14 2 amp BTR DOUG FIR DRY Section TTL 01 16 xikixxkikkikkki kXAX 3 Items 1342400 24RLCC 2X4 RL CONSTR COMMON REDWOOD 1342408 2408CC 2X4 08 CONSTR COMMON REDWOOD Section TTL 01 34 xiki xxkikkikikkkkXAX 2 Items Group Total 01 DIMENSIONAL LUMBER 12014802 12CDX 4X8 1 2 CDX PLYWOOD 12014804 34CDX 4X8 3 4 CDX PLYWOOD Section TTL 12 01 GROUP 12 SECTION 1 2 Items Group Total 12 etc Dimensions11 421 Sales Reports 6 Lost Sales This report comes from the Sales History File SHO D It tracks lost sales in terms of original order and actual sales units and dollars It can be printed in item transaction or customer number order It shows the following information Item number Item description Transaction number Customer number Customer name Units ordered U Ordered Units sold U Sold U Lost Sales Qty Ordered Qty Sold if 20 U Lost Qty Sold Qty Ordered If Qty Sold 0 then 100 00 Ordered Dollars Ordered Original Units Ordered x Price Sold Sell Extension Lost Sales Original Units Ordered x Price Sell Extension if gt 0 Lost Dollars Sold Dollars Ordered If Dollars Sold 0 then 100 00 DS04251 Rev9 0 1 Lost Sales Report ABC LUMBER COMPANX Date mm dd vv Port 40 Store 01 1 Input Parameters Print Order
97. Beginning Item Ending Item Beginning Date Ending Date Lost Sales Bv Number of Copies Store Number Report Date lt Ent gt Print Report 1 Item 0 99999999 MMDDYY 0 MMDDYY 999999 3 Units Dollars i O A11 1 mmddyy E End 1 Input Parameters Special and Unique Input Parameters Report Print Order Beginning Item or Transaction or Item Ending Item or Transaction or Item Beginning Date MMDDYY Ending Date MMDDYY 422 1 Item Number 2 Transaction Number 3 Customer Number Based on the report print order selected above enter the first value of the range of items you wish to print Based on the report print order selected above enter the last value of the range of items you wish to print Enter the first date of the range of transactions you wish to print Enter the last date of the range of transactions you wish to print Dimensions11 Sales Reports Lost Sales By 1 Units If Qty Ordered is greater than Qty Sold then the transaction appears on the report 2 Dollars If Dollars Ordered is greater than Dollars Sold then the transaction appears on the report 3 Both Units Dollars The units will print on the first line and dollars on the second line for each item Dimensions11 423 Sales Reports Sales History Sales by Port This report comes from the Sales History File SHO D Print it after doing the POS day end update to get a list of sales by port numbe
98. Blank variance is OK over high end under low end 9 DESCRIPTION 14 PRICE VARIANCE VALUE see also field 32 PRICE VARIANCE CODE Contains the value of any price variance percent dollar or price level 21 PRICE SOURCE A automatic from IM2 D E entered price B bid price M matrix price S spiff price O override price 24 TALLY BKORD CANCEL Used to specify if there is a tally record TAL backorder BO or cancel CAN YES NO N TAL BO CAN Y TAL BO CAN C TAL BO CAN B TAL BO CAN X TAL BO CAN Z TAL BO CAN Dimensionsil Sales Special Maintenance 32 PRICE VARIANCE CODE Blank normal P percent D dollar L price level 40 MUM Code Contains the MUM code from IM13 D Multiple Units of Measure File 41 MUM STOCK Qty Contains the quantity for the selected MUM code Fields 7 8 10 11 16 17 18 26 29 and 39 contain information converted to the unit level not the stock level Dimensions11 525 Sales Special Maintenance Part 2 5 Tally DS004204 Sales History Tally Data Batch Number Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount Tally Amount WODIKHRUAWNE PRPReER BRWNHRO Store Number 2 Trans No Enter Option A V E Not Used Tally Amou
99. C 1 P 43 T 1 M MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 1 00 1 2 4X8 CDX 32 16 20103015M 1 00 9 94 EA 9 94 TRANS TO STORE 1 0 10 DISCOUNT SUBTOTAL RESALE TOTAL 402 Dimensionsil Sales Reports 7 Reprint Transaction This option is not a report but a process where you can a transaction if needed BEFORE YOU BEGIN The manager needs the proper reprint code in order to reprint a ticket You also need the transaction number If you don t know the transaction number print a Transaction Register if the transaction has not been through a day end update process or an Invoice Register if it has been updated PROCEDURE See Also 1 From the Invoice History Menu select 7 for Reprint Transaction 2 The computer displays another menu 1 Reprint Transaction 2 Reprint History Trans by Range You have the following options 1 Reprint Transaction Allows you to reprint a single transaction invoice return transfer cash in out You cannot reprint quotes temp quote or orders with this procedure See Steps 3 6 2 Reprint History Trans Allows you to reprint transactions by range This by Range program reprints transactions found in the Sales History File SHO D only not current transactions in the Sales Master File SMO D See Steps 7 12 Steps 3 6 describe option 1 Reprint Transaction 3 After you select 1 for Reprint Transaction the computer dis
100. CARSON CONTRACTING CARL 31297 2900766 i CARSON CONTRACTING CARL 31397 4 2900767 i CARSON CONTRACTING CARL 31397 4 2900768 ii CARSON CONTRACTING CARL 31397 7 2900774 i CARSON CONTRACTING CARL 32097 2900783 a CARSON CONTRACTING CARL 32897 67 2900784 CARSON CONTRACTING CARL 32897 67 2900785 CARSON CONTRACTING CARL 32897 67 2900786 p CARSON CONTRACTING CARL 32897 67 2900787 x CARSON CONTRACTING CARL 32897 67 2900781 4 FISHER S QUICK amp EASY 32897 61 2900782 P FISHER S QUICK amp EASY 32897 61 2900762 x EVERETT COMPANY 31297 70 2900763 3 EVERETT COMPANY 31297 70 2900779 x EVERETT COMPANY 32897 57 2900780 EVERETT COMPANY 32897 57 2900788 1ST TEST CUSTOMER 32897 433 2900790 x 1ST TEST CUSTOMER 33197 190 N N BRRBUQWQIB RUB B WUUHURARWWNWOOHMIIIINNIIYOWON z 1 BERZZZZZZZZZZ IJIIWaBJJOOOCOOUuuukhowoconJJdadainavovou ass s0 z HEPEPPPEPEBPEPPPPEPEEPPPPEPNPOUPPPPPEPEPEPPPNNPPEPEPPPPPRPEPEPENWVPEPENNNNNPPEEPBEPEPEPREPEPEPEBEEBRPREPPH WNAVAHIIAHAAD WNAVAHIIAAAAD RREREERRE ER REE EERE tee tteeeeetet TOTAL 13564 N N 396 Dimensions11 4 Invoice Order Register Sales Reports This report shows a summary register one line per transaction showing either order numbers with corresponding invoice numbers or invoice numbers with corresponding order numbers It also shows invoice date customer number and name sale subtotal average margin with GP o
101. CASH INVOICE 1 000 CASH SALE 03 21 97 14 03 S 1 P190 A 1 W 1 C 1 P 1 T 90 M MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 2 00 INLINE MODULAR COUPLER 74160003A 2 00 1 89 EA 3 78 2 00 SURFACE MOUNT MODULAR JACK 74160001A 2 00 1 99 EA 3 98 PAID BY VISA 8 25 SUBTOTAL STATE SALES TAX TOTAL 1900731 CASH INVOICE 1 000 CASH SALE 03 21 97 14 05 S 1 P 11 A 1 W 1 C 1 P 1 T 90 M MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 2 00 INLINE MODULAR COUPLER 74160003A 2 00 1 89 EA 3 78 2 00 SURFACE MOUNT MODULAR JACK 74160001A 2 00 1 99 EA 3 98 PAID BY CASH 8 25 SUBTOTAL STATE SALES TAX TOTAL 1900732 CASH INVOICE 1 000 CASH SALE 03 21 97 14 07 S 1 P 11 A 1 W 1 C 1 P 1 T 90 M MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 2 00 INLINE MODULAR COUPLER 74160003A 2 00 1 89 EA 3 78 2 00 SURFACE MOUNT MODULAR JACK 74160001A 2 00 1 99 EA 3 98 PAID BY VISA 8 25 SUBTOTAL STATE SALES TAX TOTAL 2900777 TRANSFER 500 000 STORE 2 TRANSFER ACCOUNT 03 26 97 10 13 s 1 P101 A 1 W 1 C 1 P 43 T 1 M MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT 10 00 1 2 4x8 CDX 32 16 20103015M 10 00 9 94 EA 99 40 TRANS TO STORE 1 0 99 DISCOUNT SUBTOTAL RESALE TOTAL 2900778 TRANSFER 500 000 STORE 2 TRANSFER ACCOUNT 03 26 97 10 34 S 1 P 12 A 1 W 1
102. COUNT 1160 01 1160 01 1160 01 1160 01 1120 01 1120 01 00 00 lt Tab gt Go Forward One Field Date mm dd yy Port 39 Store 01 DESCRIPTION BANK CHECKING BANK CHECKING BANK CHECKING DESCRIPTION CREDIT CARDS CREDIT CARDS CREDIT CARDS CREDIT CARDS CHECKING CHECKING lt F1 gt Help 493 Sales Variable File 4 Inventory Sold This option determines the G L account numbers for inventory sold to be posted to the General Ledger You must select the inventory group number before entering the G L account DSVM0108 Inventory Sold G L DIM11 DATA Date mm dd yy Rev9 0 5 Port 39 Store 01 1 Group Number DIMENSION LUMBER G L ACCOUNT DESCRIPTION 2 Inventory Sold 1314 01 INVENTORY SALES lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End lt F1 gt Help 494 Dimensionsil Sales Variable File 10 Miscellaneous Codes This menu is displayed after selecting 10 for Miscellaneous Codes from the Sales Variable File Maintenance Menu Date mm dd yy Port 39 Store 01 DSVM0109 Sales Miscellaneous DIM11 DATA Rev11 0 3 Store Number Choose Selection History Transfers Foreign Exchange Purge Update Dates Change Store lt Esc gt End See the following four parts for descriptions of each option Dimensions11 495 Sales Variable File 1 History This screen allows you to set up the options for sales history and sales analysis purposes D
103. CSOH4095 MAINTAIN RENTAL SALES HISTORY HEADER 3RECORD RSH1 D WODIKHRUAWNE Store Transaction Line 403 Batch Rental Notes 1 Rental Notes 2 Customer P O Not Used Phone Number Area Code Rental Lines Rent Return Ln Sold Lines Total Lines Total Sold Total Rent Ret Total Min Dep Total Rented ENTER OPTION A V E NOTE If A option is used then RSHO D must be reindexed If you add a record using the A option you must reindex RSHO D 661 Appendix B 4 5 Print Purge RSHO No Header FILENAME RSHO D Rental Sales History File KEYS N A COMMENTS This program is similar to Print Purge Missing SMO No Header It reads through the sales transactions in RSHO prints a list of all transactions without header records and purges them The computer displays CS04095H Print amp Purge Missing RSHO DIM11 DATA Date mm dd yy Rev10 0 3 Port 39 Store 01 This Program Will Print and Purge All Rental Sales History Transactions Without Header Records Do You Wish to Begin Y N If you enter Y the computer displays CS04095H Print amp Purge Missing RSHO DIM11 DATA Date mm dd yy Port 36 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Number of Copies al Store Number 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters Change the input parameters if neede
104. D the transaction does not carry a cost to the General Ledger If an item is sold then the cost is calculated based on the purchase price less any depreciation If an item does not have depreciation calculated then the cost comes from the total purchase price field in RIM1 D Rental items do not use average cost This is very different than the standard Dimensions POS transaction entry Standard inventory and rental inventory items cannot be used on the same transaction The rental system does not use the standard inventory files If a customer purchases items from normal inventory and also rents an item you must process two separate transactions The rental system does however access the standard Customer Master File CM1 D to get customer information for the transaction In addition there is a new customer file Rental Additional Customer File RCM1 D that holds MTD and YTD accumulators for rental sales rental cost of sales item sales and item cost of sales This new file allows some reports to split the rental sales from normal sales The standard A R month end and year end update programs will clear out these values The Rental Sales Master File RSMO D holds rental transactions similar to SMO D for normal POS processing The rental transactions are kept by batch and are updated to the Rental Sales History File RSHO D during the rental day end update The rental day end update program updates the G L based on the same flags as standard
105. E End 1 Input Parameters Special and Unique Input Parameters Show Cost Y N Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Print Backorders Only Y N Enter Y if you wish to print backorders only N if not Page Ejects and Headings Y N Enter Y if you wish to eject a new page and print a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time 368 Dimensions11 Sales Reports SAMPLE OPEN ORDER DETAIL NUMBER mm dd yy STORE 01 OPEN ORDER DETAIL ABC COMPANY DS04213 11 19 08 PAGE 0001 4900687 ORDER 1 000 CASH SALE 10 11 96 14 51 S 1 P 19 A 1 W 1 C 1 P 1 T 90 M U MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID 1 000 2 00 88002 5LB WLD BRD FOOD 97000029A 2 00 1 62 EA 3 24 90 90 LN QTY DESCRIPTION ITEM UNITS PRICE SELL EXT AVE CST MKT CST 1 2 5 00 12X18 VENT SNW GBL 97000009 5 00 2 00 EA 10 00 1 00 1 00 SUBTOTAL 13 24 6 80 6 80 STATE SALES TAX 83 TOTAL 14 07 6 44 6 4900690 ORDER 2000 000 BEST BUILT HOMES 12 03 96 08 38 S 1 P 19 A 1 W 1 MISC CUST PO 123 OUR PO 0 DEL DATE 00 00 00 1 FROM BID 5 00 2X4 08 CONSTR COMMON REDWOOD 1342408A 26 67 811 00 MBF 21 63 520 00 2X4 RL CONSTR COMMON REDWOOD 1342400A 346 68 760 00 MBF 26
106. EET CONSTRUCTION 53l 2698 5200010 09 03 99 13 07 31 99 4 CASH SALES12345678901234567890 123456789A123456789B 5100037 07 19 99 65 SALESMAN TOTAL 22 Transactions 33 etc Dimensions11 387 Sales Reports 6 Open Order Quote Written By This report is the same as 7 on the Open Orders Menu Open Order Quote Written By This report shows a summary register one line per transaction printed in written by salesman order It can be printed for all orders backorders only all quotes temp quotes only or all quotes It can be printed for a range of written by salesman numbers a range of transaction numbers and or a range of transaction dates The report includes the store number transaction number customer number and name Y if credit was released CR ship to address transaction date total deposit amount balance open orders only average and market cost percents if selected expected gross margin indicator if over if under price source if other than automatic and order type if using order entry I invoice R return T transfer This information comes from the Sales Master File SMO D Orders are stored temporarily until they are invoiced completely or deleted Quotes remain in the file to be used again and again until they are deleted They can be recalled and changed into orders or invoices Temporary quotes are like regular quotes except they are not stored permanently They can be recalled an
107. ENTS Dimensions11 RSM1 D Rental Sales Master File Type 1 record of RSMO D header Store Number Transaction Number Line Number 401 Appendix B Since this is maintenance on the transaction header the line number will always be 401 cso04091 MAINTAIN RENTAL SALES MASTER HEADER Store Transaction Line 401 Batch Customer Port 1 999 Assigned Salesman Written By Terms Class Last Transaction In Use I Transaction Type 0 I R Status 2 Trans Dt yyyymmdd Trans Time hhmm Cash Sales Y N Manual Cr Release Y N WODIKHRUAWNE ENTER OPTION A V E 19 20 21 Shipto Shipto Shipto 1 RECORD RSM1 D 651 Appendix B 3 2 Rental Addons Tax Payments FILENAME KEYS COMMENTS 652 RSM2 D Rental Sales Master File Type 2 record of RSMO D addons tax payments Store Number Transaction Number Line Number 402 Since this is maintenance on the transaction addons tax and payments the line number will always be 402 cs004092 MAINTAIN RENTAL SALES MASTER HEADER 2 RECORD RSM2 D Store 0 Trans Line 402 Batch Sig Tax Source M C Tax Code l 999 Tax 1 Amt Txable 1 Amt Tax 2 Amt Txable 2 Amt Dep Rec Used Tot Prev Dep Not Used Not Used Addon Code 1 Addon Code 2 Addon Code 3 WDIKHRUAWNE H o ENTER OPTION A V E V 19 20 21 22 23 24 25 2
108. EXT AVE CST MKT CST AVE MKT DTM 3 85 89 89 1 04 1 04 NN 22 26 89 89 4 85 4 85 NN 40 81 89 89 4 85 4 85 NN 54 72 89 89 13 74 13 74 NN 3 3 3 3 33 3 3 3 121 64 132 26 132 26 7 60 129 10 62 10 62 02 25 97 08 41 S 1 P 12 A 1 W 1 DEL DATE 00 00 00 BID SELL EXT AVE CST MKT CST AVE MKT DTM 38 50 3 89 3 89 1 04 1 04 NN 38 50 38 90 38 90 2 41 40 91 40 40 1 04 1 04 Dimensions11 Sales Reports 4 Open Quote Detail Customer This report shows open quote and temporary quote information including all header and line item detail for each transaction printed in customer number order It shows the same information as the Open Quote Detail Number This information comes from the Sales Master File SMO D DS04224 Open Quote Detail By Cust ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 38 Store 01 1 Input Parameters Beginning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Print 0 All Quotes 0 1 Temp Quotes Only 2 Quotes Only Written By 0 A11 Assigned Salesman 0 All Show Cost Y N Number of Copies Store Number 0 A11 Report Date Type R D S A A11 Page Ejects and Headings ZpPKoOoOrKOO Select Sales Optional Field Y N N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print 0 All Quotes Enter 0 to print all quotes regular and temp quo
109. FER 32697 7000009 A STORE TRANSFER 32697 7000010 3 STORE TRANSFER 32697 7000011 P STORE TRANSFER 32797 7200000 f STORE TRANSFER 32697 7200001 STORE TRANSFER 32697 7200002 x STORE TRANSFER 33197 7200003 gt STORE TRANSFER 33197 7200004 STORE 1 TRANSFER 33197 2900758 l ACME CONSTRUCTION 31197 2900765 i ACME CONSTRUCTION 31397 2900770 gt ACME CONSTRUCTION x 31997 2900771 ACME CONSTRUCTION z 31997 2900775 B ACME CONSTRUCTION a 32597 2900776 p ACME CONSTRUCTION 32597 2900772 P ACME CONSTRUCTION 32097 2900773 P ACME CONSTRUCTION 32097 2900754 gt ACME CONSTRUCTION 31197 2900755 3 ACME CONSTRUCTION 31197 2900756 B ACME CONSTRUCTION 31197 2900757 ACME CONSTRUCTION 31197 0 2900759 g ACME CONSTRUCTION 123 MAPLE STREET 31197 1110800 2900760 x ACME CONSTRUCTION 123 MAPLE STREET 31297 1110900 2900761 x ACME CONSTRUCTION 123 MAPLE STREET 31297 1110900 2900789 p JOHN MADDEN FIND OUT WHERE THE 32897 o 2900791 x JOHN MADDEN FIND OUT WHERE THE 33197 2900743 i BEST BUILT HOMES 30597 2900744 Hi BEST BUILT HOMES 30597 2900745 BEST BUILT HOMES 30597 2900746 BEST BUILT HOMES 30597 2900747 x BEST BUILT HOMES 30597 2900748 BEST BUILT HOMES 30597 2900749 BEST BUILT HOMES 30597 2900750 5 BEST BUILT HOMES 30597 2900751 BEST BUILT HOMES SHIP TO ADDRESS 1 30597 2900752 x BEST BUILT HOMES SHIP TO ADDRESS 1 30597 2900769 g BEST BUILT HOMES 31797 39 2900753 g CARSON CONTRACTING CARL 31097 46 2900764 y
110. File POS Menu Options Front Screen 453 Entry Options Variable File 451 Company Options 452 Misc Store Options 456 POS Back Screen 455 POS Enter Detail Screen 454 expired bid 76 extensions 115 Extra Signature File CM14 D 75 F F Open Orders 63 F15 N lt Ent gt Next Search Item 45 Fast Sale 241 Filing Tickets 27 Foreign Exchange Variable File 498 front page 5 front screen 5 functional addon 90 Functional Add ons Variable File 459 G G L Integration Variable File 489 Deposits 492 Inventory Sold 494 Payments 493 Sales 490 by customer class C 490 by customer class by group B 491 by groups of inventory Y 490 by type of sale N 490 G Open Quotes 66 gift certificates 138 Group Sales Analysis by Department 448 group totals Special Maintenance 533 Group Totals Assigned Sman 443 Group Totals Class 441 Group Totals Customer 446 Group Totals Written By 444 group section 46 H H Open Temp Quotes 69 History Variable File 505 665 l IM10 D See Associated Item File IM10 D increment line 58 206 inquirv customer 61 insert line 98 internal use of inventorv 140 inventorv internal use of 140 inventorv inquirv 104 Inventorv Sold G L Integration Variable File 494 Inventorv Static File IM1 D 47 95 128 130 131 Inventory Store File IM2 D 17 19 32 40 93 94 95 136 150 151 152 inventory summary Special Maintenance 539 Invo
111. ION ACME CONSTRUCTION 1ST TEST CUSTOMER CASH SALE ABC COMPANY SHIP TO 1313 DOVER ST 1313 DOVER ST 123 VEGAS BLVD 1313 DOVER ST 123 VEGAS BLVD 123 VEGAS BLVD SHIP TO 1 1 1313 DOVER ST Dover St WA 84 1313 DOVER ST 123 VEGAS BLVD 1 123 VEGAS BLVD 1313 DOVER ST 123 VEGAS BLVD Ship Name Ship Name 123 VEGAS BLVD 123 VEGAS BLVD Ship Name 1313 DOVER ST 1313 DOVER ST 1313 DOVER ST 3465 W Philadel 101196 120396 120396 12497 12897 12897 12897 12997 20697 20697 20697 21097 21097 22497 22597 22797 30697 30697 30797 30797 30797 31097 31397 31197 31197 31197 31397 31397 31497 31497 31897 31997 31997 31997 31997 32097 61197 32097 32097 32897 32897 32897 40997 40997 40997 41197 42197 42597 51997 51997 61797 61797 61997 62097 71097 82297 82297 82297 91797 92497 TOTAL 41946 DEPOSIT 916 16 BALANCE 41029 DS04211 PAGE 0001 P WBY HEPEEPEPEPEEPENENNEPEPEEPEPEPEPEEPEPEPEEPEPEEPEEEEBEERH Dimensions11 2 Open Order Register Customer Sales Reports This report shows a summary register one line per transaction showing open orders in customer number order It shows the same information as the Open Order Register Number This information comes from the Sales Master File SMO D DS04212 Rev9 0 2 Open Orders Bv Customer ABC LUMBER COMPANX ABC CO 1 Input Parameters lt Ent gt Print Report Begi
112. ION 30797 4900719 ACME CONSTRUCTION 30797 4900721 ACME CONSTRUCTION 1313 DOVER ST 31397 4900722 ACME CONSTRUCTION 1313 DOVER ST 31197 4900724 ACME CONSTRUCTION 1313 DOVER ST 31197 4900736 ACME CONSTRUCTION 1313 DOVER ST 31997 4900737 ACME CONSTRUCTION Dover St WA 31997 4900738 ACME CONSTRUCTION 1313 DOVER ST 31997 4900747 ACME CONSTRUCTION 1313 DOVER ST 32097 4900758 ACME CONSTRUCTION 1313 DOVER ST 42597 4900764 ACME CONSTRUCTION 1313 DOVER ST 61797 4900769 ACME CONSTRUCTION 1313 DOVER ST 71097 4900773 ACME CONSTRUCTION 82297 4900774 ACME CONSTRUCTION 82297 4900690 BEST BUILT HOMES 120396 4900700 A BEST BUILT HOMES 20697 4900701 BEST BUILT HOMES 20697 4900702 7 BEST BUILT HOMES 20697 4900707 BEST BUILT HOMES 22497 4900717 BEST BUILT HOMES 30797 4900734 8 BEST BUILT HOMES 31497 4900735 A BEST BUILT HOMES 31897 4900745 BEST BUILT HOMES 61197 4900720 CARSON CONTRACTING CARL 31097 4900723 f CARSON CONTRACTING CARL 31197 4900731 CARSON CONTRACTING CARL 31397 4900732 CARSON CONTRACTING CARL 31397 4900742 CARSON CONTRACTING CARL 31997 4900746 a CARSON CONTRACTING CARL 32097 4900748 CARSON CONTRACTING CARL 32897 4900755 CARSON CONTRACTING CARL 40997 4900756 CARSON CONTRACTING CARL 41197 4900696 CLASSY DOORS amp WINDOWS 12897 4900697 CLASSX DOORS WINDOWS 12897 4900698 CLASSY DOORS WINDOWS 12897 4900753 CLASSX DOORS WINDOWS 40997 162 162 4900000 CLASSY DO
113. ION NO QUANTITY DSC PRICE FILL RATE ADJ CODE 1 99 PRICE LEVEL 1 PRICE 4 LINE NO 10001 20000 FILENAME KEYS COMMENTS 512 SM3 D Sales Master File Type 3 record of SMO D Line Items Store Number 1 99 Transaction Number Line Number 10001 20000 These are the individual lines on a POS ticket 3 MARGIN VARIANCE Blank variance is OK over high end under low end 14 PRICE VARIANCE VALUE see also field 32 PRICE VARIANCE CODE Contains the value of any price variance percent dollar or price level 21 PRICE SOURCE A automatic from IM2 D E entered price B bid price M matrix price S spiff price O override price 24 TALLY BKORD CANCEL Used to specify if there is a tally record TAL backorder BO or cancel CAN YES NO N TAL BO CAN Y TAL BO CAN C TAL BO CAN B TAL BO CAN X TAL BO CAN Z TAL BO CAN Dimensionsil Sales Special Maintenance 32 PRICE VARIANCE CODE Blank normal P percent D dollar L price level 40 MUM Code Contains the MUM code from IM13 D Multiple Units of Measure File 41 MUM STOCK Qty Contains the quantity for the selected MUM code Fields 7 8 10 11 16 17 18 26 29 and 39 contain information converted to the unit level not the stock level Dimensions11 513 Sales Special Maintenance Part 1 4 Tally DS004104 BATCH NUMBER TALLY AMOUNT 1
114. Input Parameters Cost Basis A verage M arket or B oth Summarize by Group Y N Enter A to use average cost as a basis for this report M for market cost or B to use both The default is Both Enter Y to summarize the range of classes defined in the input parameters Print a total for each group Or enter N to leave the customer classes separate SAMPLE GROUP TOTALS CLASS REPORT mm dd yy 16 32 42 STORE 01 Totals for Class GROUP 1 GROUP 2 GROUP 3 GROUP 4 GROUP 10 GROUP GROUP GROUP GROUP GROUP GROUP GROUP GROUP GROUP GROUP GROUP 60 GRAND TOTALS Dimensions11 SALES ANALYSIS CLASS BY GROUP Summarize by Group Y DIM11 DATA DS003311 PAGE 0001 10 35 di 20 03 25 08 27 40 347 00 00 00 50 00 90 90 51 36 00 60 721 STL 29 29 56 31 00 00 10 51 10 51 40 10 70 35 49 19 12 742 441 Sales Reports Summarize by Group N mm dd yy STORE 01 SALES ANALYSIS CLASS BY GROUP DIM11 DATA DS003311 16 34 04 PAGE 0001 COST 1 CUSTOMER CLASS 1 GROUP 1 GROUP 2 xix GROUP 3 xix GROUP 4 xix GROUP 10 GROUP 11 GROUP 12 GROUP 17 GROUP 21 GROUP 28 GROUP 30 GROUP 33 GROUP 34 GROUP 35 GROUP 60 CLASS 2 CUSTOMER CLASS 2 48 GROUP 48 10 GRAND TOTALS 442 Dimensionsil Sales Reports 4 Group Totals Assigne
115. L ADDONS TAX TOTAL AVE MARGIN INVOICES RETURNS NET CHARGE INVOICES RETURNS NET CASH 185 94 26 26 25 15 00 CASH TRANSACTIONS CASH SETTLEMENT INVOICES x CASH RETURNS 5 CHANGE GIVEN DEPOSITS RECEIVED CHECKS DEPOSITS USED TOTAL NOTES 620 Dimensions11 Part 3 2 Rental Transaction Detail Appendix B This report provides detail for each transaction created or changed in the day s batch The information on the report is from the Rental Sales Master File RSMO D Invoices and returns are updated to the Rental Sales Historv File RSHO D during the rental update program so this report must be printed prior to that update cs040982 Rev9 0 2 Rental Transaction Detail DIM99 DATA 1 Input Parameters Type of Report 1 Complete 2 Sales Only 3 Returns Only Batch Number Written By 0 All Date mm dd yy Port 39 Store 01 Y N Number of Copies Store Number Report Date mmddyy Beginning Trans Number 00 Trans Number 9999999 99 Page Ejects and Headings Y N N lt Ent gt Print Report E End 1 Input Parameters Input Parameters Type of Report Batch Number Written By 0 All Show Cost Y N Number of Copies Store Number Report Date Beginning Trans Number Ending Trans Number Page Ejects and Headings Y N Dimensions11 Enter 1 to print a complete detail list lists all transactions for the day including orders invoices and returns 2 to print sales
116. Maintenance Cycle days Enter the number of days for the maintenance cycle for this item 9999 This is used on the Rental Maintenance report and in the Rental Item Maintenance program 5 You are returned to the first field Store Number You can enter another rental item go back to Step 4 or end this procedure by pressing Esc Then enter E to end this program and return to the previous menu 572 Dimensionsil Appendix B Rental Procedures OVERVIEW This section contains rental procedures You can use it as a supplementary aid as you learn the system as a reference guide to answer certain procedural questions for regular rental activities and as a teaching tool for new personnel Each part is described below Part 1 Rental Transaction Entry Create new rental transactions and process cycle billing Part 2 Rental Inventory Maintenance Allows you add rental items to the Rental Inventory File update quantities and values perform maintenance on rental items and calculate depreciation on rental items Part 3 Rental Day End Processes the day end update for rentals Part 4 Rental Month End amp Year End Updates Presents special considerations for the rental files in normal month end and year procedures G NOTE Rental reports are not covered in this section See Rental Reports for specific instructions for printing reports Rental Variable File is covered in Getting Started with Rentals Rental Special Maint
117. NS CR SHIP TO ADDONS NUMBER 3000636 3000637 3000639 3000640 3000641 3000646 3000651 3000652 3000653 3000654 3000655 3000656 3000657 3000658 5000606 5000608 5000609 5000610 5000611 5000614 5000615 3000650 5000607 5000612 5000613 3000642 3000647 3000649 3000601 3000638 3000643 3000644 5000605 3000645 CASH SALE 100396 CASH SALE 111796 CASH SALE 22597 CASH SALE 22597 CASH SALE 22797 CASH SALE 42997 CASH SALE 62397 CASH SALE BRASS HARDWARE 259706 CASH SALE 80497 CASH SALE 81397 CASH SALE 81397 CASH SALE 3465 W Philadel 81597 CASH SALE 82597 CASH SALE 91597 CASH SALE 121296 CASH SALE 32097 CASH SALE 32097 CASH SALE 32097 CASH SALE 32097 CASH SALE 40997 CASH SALE 41497 ACME CONSTRUCTION 1313 DOVER ST 61297 ACME CONSTRUCTION 1313 DOVER ST 31297 ACME CONSTRUCTION 1313 DOVER ST 32097 ACME CONSTRUCTION 1313 DOVER ST 32097 BEST BUILT HOMES 12 PALM BEACH DR 31297 BEST BUILT HOMES 111 51697 BEST BUILT HOMES 1 61297 BEST BUILT HOMES 1 51697 CARSON CONTRACTING CARL 120396 CARSON CONTRACTING CARL 123 VEGAS BLVD 31397 CARSON CONTRACTING CARL 123 VEGAS BLVD 32897 CARSON CONTRACTING CARL 122096 CLASSY DOORS amp WINDOWS 40997 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 t 1 1 1 1 1 1 1 1 1 2 1 1 1 1 1 OHOBDOO0OOHHHOHHHHHHHOOELOLELOLOLCLCVCCVPOVVOVPO Nar BBB PPB BP PER TOTAL 382 Dimensionsil Sales Reports 3 Open Quote Detail Number This report shows open quote and
118. NSACTION DATE Uses format YYMMDD 14 8 PRT DEL DET Print Delivery Detail Y N 15 4 TOWN CD If using delivery system 26 BID OVERRIDE E X Blank not overridden E expired but used X expired and not used QUOTE ORDER STATUS U D Blank normal to be updated U updated to G L D to be deleted TIME OF DAY HHMM H hour M minute RELEASE OF CREDIT Y Yes credit released at POS N No credit not released or does not apply 27 28 30 30 4 EXCHANGED Y N If using currency exchange rate option Dimensions11 Sales Special Maintenance 33 INV NEGATIVE LINE Y either the transaction is a return or an invoice with a negative quantity on at least one of the lines When you print a Return Register POS Transaction Register at day end this flag will indicate whether or not to print the transaction N transaction is neither a return nor an invoice with negative line s 34 ORDER TYPE ORDER ENTRY I invoice R return X transfer 510 Dimensions11 Sales Special Maintenance Part 1 2 Misc Description DS004102 SALES MSTER MSIC DESCRS BATCH NUMBER CUSTOMER P O MISCELLANEOUS NOTES SHIP TO 1 SHIP TO 2 SHIP TO 3 FROM BACKORDER B LIENABLE Y N POS TYPE R D S 1 STORE NUMBER 3 LINE NUMBER 402 ENTER OPTION A V E FILENAME SM2 D Sales Master File Type 2 record of SMO D Misc Description KEYS Store Number 1 99 Transaction
119. NT E TAX CODE F TAX RATE G PREVIOUS CREDITS H PREVIOUS CREDITS NON TAX 430 Total amount of invoice from CM3 D These fields come from SHO D If not found then thev are calculated using the customer s tax code in CM1 D Calculated as TAX AMOUNT TAXABLE AMOUNT 6 00 138 00 2300 00 Total amount previously applied against this invoice 1000 00 The calculation is as follows ORIGINAL AMT CM3 BAL DUE CM5 AMOUNT APPLIED CM5 Amount previously applied to non taxable amount 15 00 Dimensionsil I PREVIOUS CREDITS BALANCE J CURRENT CREDITS TOTAL K CURRENT CREDITS NON TAX L CURRENT CREDITS BALANCE M DISCOUNTS TAKEN N F C WRITTEN OFF O OTHER ADJUSTMENTS P TOTAL NON BANK Q RATIO R NET BALANCE S NET BALANCE PER INVOICE T NET TAXABLE AMOUNT PER INVOICE U NET TAX PER INVOICE Dimensionsil Sales Reports Amount previously applied to taxable and tax amount 985 00 Total amount applied during the current month 1453 00 Amount applied to non taxable amount during the current month 0 00 Amount applied to taxable and tax amount during the current month 1453 00 Total amount of discounts per customer for the month 7 70 Comes from CM4 D Total amount of F C write offs per customer for the month 0 00 Comes from CM4 D Total amount of other adjustments per customer for the month 10 00 Comes from CM4 D Total of discou
120. NVOICES RETURNS NET CHARGE CASH INVOICES RETURNS NET CASH NET SALES CASH IN OUT TRANSFERS TOTAL CASH TRANSACTIONS INVOICES RETURNS CASH IN OUT DEPOSITS RECEIVED DEPOSITS USED TOTAL SUMMARY BEGINNING BALANCE INVOICES RETURNS TRANSFERS PAYMENTS DISCOUNTS GIVEN F C CHARGED F C WRITTEN OFF G L ADJUSTMENTS ENDING BALANCE MEMO STATEMENT DISCOUNTS CASH RECEIPTS BANK CASH TRANSACTIONS CASH TO ACCOUNT FOR 440 SAMPLE DAILY REPORT ABC COMPANY CASH SETTLEMENT CASH CHANGE GIVEN NET CASH CHECKS VISA M C DEPOSIT SUMMARY BEGINNING BALANCE DEPOSITS RECEIVED DEPOSITS USED ENDING BALANCE INVENTORY SUMMARY BEGINNING BALANCE PURCHASES ADJUSTMENTS INVENTORY SOLD ENDING BALANCE DS04202 Dimensions11 Sales Reports 3 Group Totals Class Prints a report showing sales cost margin and percent by group in customer class order This information comes from the TOTGO D file It is saved there only if you selected to save class by group in the Variable File for Sales Miscellaneous Codes History DS003311 Rev10 0 3 Print Class by Group DIM11 DATA Date mm dd yy Port 37 Store 01 1 Input Parameters lt Ent gt Print Report Beginning Class Number Ending Class Number Cost Basis A verage M arket Summarize by Group Y N Number of Copies Store Number Report Date B oth E End 1 Input Parameters Special and Unique
121. OMER CLASS 1 Month To Date 00 00 00 00 Dailv 00 00 00 00 Sales Cost Number Of Tickets Market Cost lt Esc gt End Enter Line To Change Date mm dd yy Port 43 Year To Date 186 49 363 60 06 115 71 583 Sales Special Maintenance 5 Assigned Salesman Totals Enter the assigned salesman number you wish to view change Then the computer displays DS04500 A Maintain Rep Numbers Rev9 0 5 Store Number Rep Type Rep Number 1 9999 Rep Name WAYNE Alternate Rep Number for Directs TODAY Sales 20 88 Cost 12 71 Market Cost 13 03 of Tickets 2 C hange D elete E nd 6 Written By Totals DIM99 DATA Date mm dd yy Port 43 Store 01 X 1 Assigned Salesperson il 81 MONTH TO DATE XEAR TO DATE 526 17 15 591 35 545 06 7 400 44 530 45 700 318 26 8 61 Enter the written bv salesman number vou wish to view change Then the computer displavs DS04500 A Maintain Rep Numbers Rev9 0 5 Store Number Rep Type Rep Number 1 9999 Rep Name WAYNE Alternate Rep Number for Directs TODAY Sales 2 421 54 Cost 1 764 43 Market Cost 1 733 28 of Tickets 11 POS Update Error Count C hange D elete E nd 7 Loaded By Totals DIM99 DATA Date mm dd yy Port 43 Store 01 1 2 POS PO Written By 1 81 MONTH TO DATE XEAR TO DATE 2 766 43 40 974 49 2 022 75 27 890 50 1 967 55 712 022 34 1
122. ON TO AN ALTERNATE PRINTER 47 You are returned to Step 45 to reprint another transaction or press Esc to end this procedure and return to the previous menu Steps 48 50 describe option 9 Rental Rates Activity 48 Use this procedure to view the rates and or activity for any selected rental item If you selected 9 for Rental Rates Activity the computer displays the standard rental item selection routine Rates Activity Select Rental Item lt Esc gt Exit Help Enter the rental item you wish to view You can enter the rental item number or a keyword Or press Esc to end this procedure and return to the previous menu 49 The computer displays a list of rental items and the standard scroll select options Rates Activity Select Rental Item HOLE lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To Rental No Serial No 77000002 12 HOLE POST HOLE DIGGER 77000002 12 POST POST HOLE DIGGER 51515151 51515151 RUG RUG CLEANER 51515152 51515152 RUG RUG CLEANER 77000001 WITCH DITCH WITCH Select the desired item using normal selection procedures 600 Dimensionsil Appendix B 50 The computer displays the selected item and the following information for non serial number items Rates Activity 77000001 DITCH WITCH Minimum Rental Amount 0000 Rental Amount Daily Rate 0000 Rental Amount Weeklv Rate 0000 Rental Amount Monthly Rate Rental Amount lt Tab gt D
123. ORS WINDOWS 91097 T 7 4900765 f BRICKYARD 5 61797 21 21 4900778 1ST TEST CUSTOMER 3465 W Philadel 91797 809 809 SESE ERE REE ER EEE PREP BPP HPP PPP Pe eee ME ME MA ttt t MM ttt eet tees amp amp amp amp 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 5 1 1 Total 42104 916 16 41188 366 Dimensions11 Sales Reports 3 Open Order Register Ship To This report shows a summary register one line per transaction showing open cash orders printed in transaction number order It shows the same information as the Open Order Register Number except that it is sorted and printed by ship to address This information comes from the Sales Master File SMO D DS04216 Open Cash Orders by Ship To ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 36 Store 01 1 Input Parameters Beginning Customer Number 000 Ending Customer Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Print Backorders Only Y N N Number of Copies A Store Number 1 Report Date Select Sales Optional Field lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print Backorders Only Y N Enter Y if you wish to print backorders only or N to print all orders SAMPLE OPEN ORDER REGISTER SHIP TO mm dd
124. Options 487 Special Order Information 486 Transaction Numbers 488 view scroll recall 229 void 114 Void Delete 51 W Work File WSMpp D 144 555 written by 118 written by totals Special Maintenance 534 WSMpp D See Work File WSMpp D Y yes no extensions 115 yes no lien 115 Dimensionsil
125. RACTING CARL 31397 28 4 2900768 CARSON CONTRACTING CARL 31397 47 7 2900774 CARSON CONTRACTING CARL 32097 2900783 A CARSON CONTRACTING CARL A 32897 00 67 2900784 CARSON CONTRACTING CARL 32897 00 2900785 s CARSON CONTRACTING CARL 32897 00 67 2900786 CARSON CONTRACTING CARL 32897 00 2900787 CARSON CONTRACTING CARL 32897 00 2900781 fi FISHER S QUICK amp EASY 32897 62 2900782 i FISHER S QUICK amp EASY 32897 62 2900762 EVERETT COMPANY 31297 2900763 EVERETT COMPANY 31297 2900779 EVERETT COMPANY 32897 2900780 EVERETT COMPANY 32897 2900788 1ST TEST CUSTOMER 32897 2900790 1ST TEST CUSTOMER 33197 N N BRRBUQWQIB RUB B WUUHURARWWNWOOHMIIIINNIIYOWON z 1 BERZZZZZZZZZZ IJIIWaBJJOOOCOOUuuukhowoconJJdadainavovou ass s0 z 1 1 1 t 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PRP RPP BBP BBB BBP BBB BEN BPO PBB BBB BBP PEN NPB PP PRP BBP BPE NWEPENNNNNEPRP PPP RPP PEPER eee WNAVAHIIAGAAAD WNAVAHIIAAAAD RERERERER EERE EERE tee tteeeeetet TOTAL N 394 Dimensions11 Sales Reports 3 Invoice Register Cust PO This report shows a summary register one line per transaction showing sales and returns in customer number order It shows the same information as the Invoice Register Number except
126. RY NO GROUP DESCRIPTION End lt F1 gt Help Dimensions11 Sales Variable File BY CUSTOMER CLASS BY GROUP B DSVM0108 Sales G L DIM11 DATA Date mm dd yy Rev9 0 5 Port 39 Store 01 G L Posting Method for Sales B CUSTOMER CLASS BY GROUP Customer Class Number 1 99 1 CUSTOMER CLASS 1 Inventory Group Number 0 99 1 GROUP 1 G L ACCOUNT DESCRIPTION Sales 00 Cost of Goods 00 lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End lt F1 gt Help Dimensions11 491 Sales Variable File 2 Deposits This option determines the G L account numbers for customer deposits to be posted to the General Ledger DSVM0108 Deposits G L DIM11 DATA Date mm dd yy Rev9 0 5 Port 39 Store 01 DEPOSITS G L ACCOUNT DESCRIPTION 1 Deposits Received 2380 01 CUSTOMER DEPOSITS 2 Deposits Used 2380 01 CUSTOMER DEPOSITS lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help 492 Dimensionsil Sales Variable File 3 Payments This option determines the G L account numbers for customer payments to be posted to the General Ledger DSVM0108 Payments G L Rev9 0 5 PAYMENT DESCRIPTION 1 Cash 2 Check 3 Change Given PAYMENT METHOD Method 3 VISA Method 4 M C Method 5 AMEX Method 6 DISCOV Method 7 GIFT C Method 8 OTHER Method 9 Method 10 lt Esc gt End Dimensions11 DIM11 DATA G L ACCOUNT 1120 01 1120 01 1120 01 G L AC
127. SELECTED Continue to Step 5 gt Press Esc to reject the entry and return to Step 2 to select another field to check or go back to the report input parameters gt Enter another option 1 4 This rejects the current entry and returns to Step 3 to select another option 5 After accepting the entry you are returned to Step 2 You can select up to 10 fields options all together thereby designing a very specific report 6 When you are done selecting options and values press Esc to go back to the report input parameters when the computer gives you that option see Step 2 The number of options you selected will be displayed next the SELECT SALES OPTIONAL FIELD Y N You can then print the report using standard print procedures G NOTE The heading of the report will indicate what options and values were selected and or excluded Dimensions11 361 Sales Reports Open Orders This menu is displayed after selecting 1 for Open Orders from the Sales Reports Menu OPEN ORDERS Register Number Register Customer Register Ship To Detail Number Detail Customer Order Detail Item Order Quote Written Bv Order Summarv Item See the following eight parts for descriptions of each report 362 Dimensionsil Sales Reports 1 Open Order Register Number This report shows a summary register one line per transaction showing open orders in transaction number order The report includes the tr
128. SVM0109 Sales History DIM11 DATA Date mm dd yy Rev11 0 3 Port 39 Store 01 1 Reprint Delete Code 26 Month Sales Only SAVE OPTIONS Save Sales History Save Class by Group Save Assigned by Group Save Written by Group Save Truck Save Delivered By Save Checked By Save Loaded By 3 4 5 6 7 8 9 0 H lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help 496 Dimensionsil Sales Variable File 2 Transfers This screen allows vou to set up the G L account numbers for transfers as well as the transfer method Transfer Method X Post intercompanv accounts and add to OX1 D DSVMO109 Sales Transfers DIM11 DATA Date mm dd vv Revi1 0 3 Port 37 Store 01 Transfer Method x G L ACCOUNT DESCRIPTION Transfer Sales 8195 01 TRANSFERS Transfer Cost of Goods Sold 8195 01 TRANSFERS 1295 00 TRANSFER CLEARING Update IM2 Option N Transfer Variance 4912 01 TRANSFER VARIANCE Transfer Vendor Number 201 lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Transfer Method Y Post intercompany accounts DSVM0109 Sales Transfers DIM11 DATA Date mm dd yy Rev11 0 3 Port 37 Store 01 Transfer Method Y G L ACCOUNT DESCRIPTION Transfer Sales 8195 01 TRANSFERS Transfer Cost of Goods Sold 8195 01 TRANSFERS Transfer Clearing 1295 00 TRANSFER CLEARING Update IM2 Option N lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Tran
129. Sales Reports SECTION 2 Sales Reports This section contains sales reports When you select Sales Reports from the Sales Menu another menu is displayed Open Orders Open Quotes Sales History Sales Tax Sales Analysis Each menu selection goes to a print program or another submenu of report selections The following section is organized according to this menu and its submenus Each report is described its purpose is defined and the input parameters are displayed It is assumed you have read Getting Started and know how to move through menus and use the standard print routine How to Use This Section The reports in this section are written following a standard pattern Each report begins on a new page The purpose of the report is stated A sample screen of the input parameters is presented Any special or unique parameters are explained VVVV WV And finally there is a sample report Select Sales Optional Fields On most sales reports there is an input parameter called SELECT SALES OPTIONAL FIELDS which is a useful tool that allows you to customize the report It allows you to further specify which sale transactions to print by selecting a certain field and entering a value to compare to print or not print if a match is found or a range to print or not print For example you might want to print an open order register for a certain written by salesman code Since this parameter works the same
130. Special Orders on Menu 6 Allow Enter New Item Number 7 Allow Correct Special Order Cost lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help Dimensions11 487 Sales Variable File 8 Transaction Numbers This screen tracks the transaction numbers automatically assigned at the end of each POS transaction as well as the POS batch number DSVMO107 Sales Transaction Numbers DIM11 DATA Date mm dd vv Rev8 1 1 Port 37 Store 01 Store Number Separate Transaction Numbers Cash Invoices Returns In Out 1200089 Charge Invoices Returns 2200140 Quotes 3200024 Orders 4200063 Temp Quotes 5200011 Transfers 7200012 POS Batch Number 36 lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End lt F1 gt Help 488 Dimensionsil Sales Variable File 9 G L Integration This menu is displayed after selecting 9 for G L Integration from the Sales Variable File Maintenance Menu DSVM0108 Sales G L Integration DIM11 DATA Date mm dd yy Rev9 0 5 Port 39 Store 01 Store Number Choose Selection Deposits Payments Inventory Sold Change Store lt Esc gt End See the following four parts for descriptions of each option Dimensions11 489 Sales Variable File 1 Sales This option determines how sales are to be posted to the General Ledger and the appropriate G L account numbers Sales can be posted to the G L by type of sale charge cash by customer
131. Store 01 This Program Will Print and Purge All Sales Master Transactions Without Header Records Do You Wish to Begin Y N FILENAME SMO D Sales Master File KEYS N A COMMENTS This program allows you to print and delete all sales transactions in the Sales Master File without header records Be sure that you want to do this before answering Y at the bottom of the screen 518 Dimensionsil Sales Special Maintenance Part 2 Sales History SHO D This menu is displayed after selecting 2 for Sales History SHO D from the Sales Special Maintenance Menu Header Misc Description Misc Record Detail Tally Totals Additional Data Print Purge SHO No Header See the following 8 parts for descriptions of each option Dimensions11 519 Sales Special Maintenance Part 2 1 DSO04201 Header SALES HISTORY HEADER DATA BATCH NUMBER NOT USED PORT NUMBER 1 999 TRANS TYPE HELP CUSTOMER NUMBER TRAN DATE YYYYMMDD ADJUST TAX CODE 1 999 TERMS ASSIGNED SALESMAN NO PRICE LEVEL WRITTEN BV 15 DELIVERED BY 47 LOAD TYPE LOADED BY 17 CHECKED BY 48 DELIV TYPE DELIVERY DATE Y YMMDD FROM TRANS EACH PRICING Y N BID NUMBER TALLY COUNT BID OVERRIDE E X QUOTE ORDER STATUS U D TIME OF DAY HHMM CASH SALES Y N RELEASE OF CREDIT HELP TRUCK TOTAL MKT COST EXT INVOICE NEGATIVE LINE ORDER TYPE 14 4 BACKORDER 14 6
132. TALLY AMOUNT 2 TALLY AMOUNT 3 TALLY AMOUNT 4 TALLY AMOUNT 5 TALLY AMOUNT 6 TALLY AMOUNT 7 TALLY AMOUNT 8 TALLY AMOUNT 9 TALLY AMOUNT 10 TALLY AMOUNT 11 TALLY AMOUNT 12 TALLY AMOUNT 13 TALLY AMOUNT 14 TALLY AMOUNT 15 STORE NO SALES MASTER TALLY DATA 2 TRANS NO ENTER OPTION A V E 3 NOT USED TALLY AMOUNT 16 TALLY AMOUNT 17 TALLY AMOUNT 18 TALLY AMOUNT 19 TALLY AMOUNT 20 TYPE 2 3 TOTAL FOOTAGE 4 LINE NO 20001 50000 FILENAME SM4 D Sales Master File Type 4 record of SMO D Tally Record KEYS Store Number 1 99 Transaction Number Line Number 20001 5000 COMMENTS These are the tally amounts for individual lines on a POS ticket There can be up to 10 tallies per item for regular Point of Sale or 30 for the wholesale option Lines 201 400 Lines 401 610 Lines 611 800 514 tallies 1 10 tallies 11 20 tallies 21 30 The tally amounts work in pairs the first showing the number of pieces and the second showing the length For example 5 TALLY AMOUNT 1 6 TALLY AMOUNT 2 7 TALLY AMOUNT 3 8 TALLY AMOUNT 4 etc of pieces in 1st tally length of 1st tally of pieces in 2nd tally length of 2nd tally Dimensionsil Sales Special Maintenance Part 1 5 Totals DS004105 SALES MASTER TOTALS DATA BATCH NUMBER NOT USED TAX CODE 1 999 TAX SOURCE TAX AMOUNT TOTAL TAXABLE ACCUMULATED DEPOSIT TOTAL DISCO
133. TE DETAIL ABC COMPANY ITEM 13424080 ITEM 27021210A 27021210A 27021210A 27021210A ITEM 27021210A ITEM 270212100 990027020 DS04224 PAGE 0001 10 03 96 07 08 S 1 P 19 A 1 W 1 C 1 P 1 OUR PO 0 DEL DATE 00 00 00 T 90 M PU FROM BID P UNITS 2 00 PRICE SELL EXT AVE CST MKT CST AVE MKT DTM 4 00 EA 8 00 3 24 831 10 19 00 77 50 NN SUBTOTAL STATE SALES TAX TOTAL 8 8 00 6 48 50 50 1 52 1662 20 1654 20 19 00 77 50 11 17 96 21 13 S 1 P 19 A 1 W 1 C 1 P 1 OUR PO 0 DEL DATE 00 00 00 T 90 FROM BID UNITS PRICE SELL EXT AVE CST MKT CST AVE MKT DTM SUBTOTAL STATE SALES TAX TOTAL 00 00 00 02 25 97 08 14 s 1 P 10 A 1 W 1 C 1 P 1 OUR PO 0 DEL DATE 00 00 00 T 90 M FROM BID UNITS 1 00 6 00 11 00 16 00 PRICE 3 85 3 71 3 71 3 42 SELL EXT 3 85 22 26 40 81 54 72 AVE CST 3 89 3 89 3 89 3 89 MKT CST 3 89 3 89 3 89 3 89 AVE MKT DTM 1 04 1 04 NN 4 85 4 85 NN 4 85 4 85 NN 13 74 13 74 NN SUBTOTAL STATE SALES TAX TOTAL 121 64 7 60 129 24 132 26 132 26 10 62 10 62 8 73 8 73 02 25 97 08 41 S 1 P 12 A 1 W 1 C 1 P 1 OUR PO 0 DEL DATE 00 00 00 T 90 M FROM BID UNITS 10 00 PRICE 3 85 EA SELL EXT AVE CST MKT CST AVE MKT DTM 38 50 3 89 3 89 1 04 1 04 NN SUBTOTAL STATE SALES TAX TOTAL 38 50 2 41 40 91 38 90 38 90 40 40 1 04 1 04 02 27 97 09 37 S 1 P 6 A
134. TRAN 15011150 58DWF 4X8 5 8 FIRECODE DRY WALL 4000279 ITEM TOTAL 1 TRAN SECTION TTL 15 01 e de e de e de e de e de E de e Fe 2 ITEMS 15021110 1GAP 1 GALLON ALL PURPOSE 4000279 ITEM TOTAL 1 TRAN SECTION TTL 15 02 kikkkkkkkkkkkkkkkkkka 1 ITEMS GROUP TOTAL 15 WINDOWS 3 ITEMS GRAND TOTALS 8 ITEMS Dimensions11 377 Sales Reports Open Quotes This menu is displayed after selecting 2 for Open Quotes from the Sales Reports Menu OPEN QUOTES Register Number Register Customer Detail Number Detail Customer by Expiration Date Order Quote Written By See the following six parts for descriptions of each report 378 Dimensionsil Sales Reports 1 Open Quote Register Number This report shows a summary register one line per transaction showing open quotes and temp quotes in transaction number order This is the same information as the Open Order Register Number except it shows quotes The report includes the transaction number customer number and name Y if credit was released CR ship to address date addons tax total average and market percents if selected expected gross margin indicator if over if under price source if other than automatic and written by code This information comes from the Sales Master File SMO D Quotes remain in the file to be used again and again until they are deleted They can be recalled and changed into orders or inv
135. TRANSFER 33197 2900758 ACME CONSTRUCTION 4 31197 2 04 2900765 ACME CONSTRUCTION s 31397 47 38 2900770 ACME CONSTRUCTION 31997 75 70 2900771 F ACME CONSTRUCTION a 31997 52 30 2900775 ACME CONSTRUCTION A 32597 50 2900776 ACME CONSTRUCTION 32597 50 2900772 ACME CONSTRUCTION 32097 32 2900773 ACME CONSTRUCTION 32097 06 2900754 gt ACME CONSTRUCTION 31197 04 42 2900755 ACME CONSTRUCTION 31197 20 4 2900756 ACME CONSTRUCTION 31197 20 4 2900757 ACME CONSTRUCTION 31197 20 4 2900759 ACME CONSTRUCTION 123 MAPLE STREET 31197 50 997 2900760 ACME CONSTRUCTION 123 MAPLE STREET 31297 00 105 2900761 ACME CONSTRUCTION 123 MAPLE STREET 31297 00 105 2900789 JOHN MADDEN FIND OUT WHERE THE 32897 61 690 2900791 f JOHN MADDEN FIND OUT WHERE THE 33197 86 871 2900743 BEST BUILT HOMES 30597 92 236 2900744 BEST BUILT HOMES 30597 09 52 2900745 B BEST BUILT HOMES 30597 67 45 2900746 BEST BUILT HOMES 30597 67 45 2900747 BEST BUILT HOMES 30597 67 45 2900748 BEST BUILT HOMES 30597 35 209 2900749 f BEST BUILT HOMES 30597 35 209 2900750 BEST BUILT HOMES 30597 35 209 2900751 BEST BUILT HOMES SHIP TO ADDRESS 1 30597 35 209 2900752 BEST BUILT HOMES SHIP TO ADDRESS 1 30597 35 209 2900769 a BEST BUILT HOMES 31797 32 39 2900753 CARSON CONTRACTING CARL 31097 75 46 2900764 CARSON CONTRACTING CARL 31297 46 1452 2900766 A CARSON CONTRACTING CARL 31397 28 4 2900767 CARSON CONT
136. Transaction Entry for sales and cost of sales Inventory postings are based on the same group information as standard inventory Refer to Rental Procedures Part 3 Rental Day End for specific programs and jobs 559 Appendix B Getting Started with Rentals 560 See the following overview of the steps needed to set up the Rentals system for the first time Then refer to the detailed instructions immediately following the overview to accomplish each step STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 License Rental Software This step licenses the Rental software making it available on the Other Sales Options Menu Build Rental System Files This step creates the files needed for the rental system RIM1 D Rental Inventory File RCM1 D Rental Additional Customer File RSMO D Rental Sales Master File and RSHO D Rental Sales History File Enter Variable File Settings Set up options required for processing rental transactions options descriptions and messages Also set up default printer assignments for rental transactions Modifv Dav End Project Add the rental dav end reports and update program to the dav end project Create Rental Items Add rental items to the Rental Inventory File RIM1 D to be used in Rental Transaction Entry This file is a simplified version of IM1 D Inventorv Static File containing fields used in the rental svstem Dimensionsil Appendix B Step 1 License Rental Software Dimensions11
137. UNTABLE ADDON CODE 1 ADDON CODE 2 ADDON CODE 3 ADDON AMOUNT 1 ADDON AMOUNT 2 ADDON AMOUNT 3 SUBTOTAL TOTAL TOT COST EXT CASH CHECK VISA MASTER CHARGE OTHER CARD CHANGE AMOUNT MISC TOTAL DEPOSIT TICKET PRICE OVERRIDE P TICKET LOW MARGIN TICKET HIGH MARGIN TOTAL DELIVERY TAX 2 AMOUNT 28 STORE NUMBER 4 LINE NUMBER 403 ENTER OPTION A V E FILENAME SM5 D Sales Master File Type 5 record of SMO D Totals KEYS Store Number 1 99 Transaction Number Line Number 403 COMMENTS Since this is maintenance on sales totals the line number will always be 403 6 TAX SOURCE A adjustment M manual amount C manual code 29 TICKET PRICE OVERRIDE P Blank no override on ticket P yes price override on ticket 30 TICKET LOW MARGIN Blank within low margin yes under low margin 31 TICKET HIGH MARGIN 4 Blank with high margin yes above high margin 32 TOTAL DELIVERY only if using the delivery system Dimensionsil 515 Sales Special Maintenance Part 1 6 Misc Record DS004106 SALES MASTER MISC 1 DATA BATCH NUMBER SIGNATURE TOTAL TAXABLE 2 AMOUNT PAY CODE 7 AMOUNT PAY CODE 8 AMOUNT PAY CODE 9 AMOUNT PAY CODE 10 AMOUNT SPECIAL ORDERS PHONE FPOWDIHA UA 1 1 1 STORE NUMBER 3 LINE NUMBER 404 ENTER OPTION A V E FILENAME SM6 D Sales Master File Type 6 record of SMO D Si
138. USTOMER INVOICE SUBTOTAL ADDONS NUMBER NUMBER NAME DATE 1 TAX CODE 1 1000368 SALES1234567890 01 16 00 1 1000369 1 SALES1234567890 01 16 00 1000370 1 SALES1234567890 01 19 00 1000371 1 SALES1234567890 01 19 00 1000372 1 SALES1234567890 01 19 00 1000373 1 SALES1234567890 01 19 00 1000374 1 SALES1234567890 01 19 00 TOTAL INVOICE CUSTOMER CUSTOMER INVOICE SUBTOTAL NUMBER NUMBER NAME DATE 23 CD 23 20 22 2200150 1040 000 BECK STREET CONSTRUC 01 10 00 10 82 TOTAL 10 82 00 FI IOI III III III IOI IOI IO FI IOI III III III IOI ITI IO TOTAL GRAND TOTAL SAMPLE SALES TAX REPORT SHO Sales By Tax Code Totals Only Y Mm dd yy SALES TAX BY TAX CODE DIM99 DATA DS04208 13 42 13 FROM 01 01 00 TO 01 31 00 PAGE 0001 SUBTOTAL ADDONS 1 TAX CODE 1 232 59 00 23 CD 23 20 22 10 82 00 FI IOI IOI IOI III IOI IOI IIIA FI IOI III III III IOI ITI IO TOTAL GRAND TOTAL 434 Dimensions11 Sales Reports Sales Analysis This menu is displayed after selecting 5 for Sales Analysis from the Sales Reports Menu DIM11 DATA SALES ANALYSIS REPORTS Analysis Report Totals Totals Assigned SMan Totals Written By Totals Customer Sales Analysis by Dept Weight by Loaded Rep See the following eight parts for descriptions of each report Dimensions11 435 Sales Reports 1 Sales Analysis Report This report comes from the T2ssyy D file It is printed daily in the day end process The day end upda
139. a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time Dimensions11 399 Sales Reports SAMPLE INVOICE DETAIL NUMBER 10 20 97 14 15 16 STORE 01 INVOICE DETAIL BY NUMBER 1900729 CASH INVOICE 1 000 CASH SALE MISC CUST PO DESCRIPTION 1900730 CASH INVOICE 1 000 CASH SALE MISC CUST PO 2 00 INLINE MODULAR COUPLER 74160003A LN QTY DESCRIPTION ITEM 1 2 2 00 SURFACE MOUNT MODULAR JACK 74160001A PAID BY VISA 8 25 1900731 CASH INVOICE 1 000 CASH SALE MISC CUST PO LN QTY DESCRIPTION ITEM 1 2 00 INLINE MODULAR COUPLER 74160003A 2 2 00 SURFACE MOUNT MODULAR JACK 74160001A PAID BY CASH 8 25 1900732 CASH INVOICE 1 000 CASH SALE MISC CUST PO DESCRIPTION ITEM 74160003A 74160001A 2 00 INLINE MODULAR COUPLER IN QTY 1 2 2 00 SURFACE MOUNT MODULAR JACK PAID BY VISA 8 25 2900743 INVOICE 2000 000 BEST BUILT HOMES MISC CUST PO 1 LN QTY DESCRIPTION ITEM 1 10 00 HWI ITEM 3 94000003A 2 5 00 12X18 VENT SNW GBL 97000009 3 15 00 3 8IN DIA 16IN SPADE BIT 77000175A 4 45 DISCOUNT 2900744 INVOICE 2000 000 BEST BUILT HOMES MISC CUST PO 1 LN QTY DESCRIPTION ITEM 1 10 00 HWI ITEM 3 94000003A 0 99 DISCOUNT 400 DIM11 DATA 03 01 97 THRU 03 31 97 STORE 1 DS04243 PAGE 0001 03
140. action a credit making all quantities and amounts on the transaction negative numbers The transaction will be assigned a new transaction number 8 Change To Fr Cash Charge transaction only Enter 8 to change this transaction from charge to cash The sales analysis information is recorded in the customer s account but it is treated as a cash rental The computer displays the status change in the ribbon area box Charge Changed to Cash This transaction is now treated as cash which requires you to enter deposit information Go back to Step 19 9 Void Enter 9 to void this transaction The computer asks Y Void this transaction Does not print a ticket The day end update deletes all voided transactions The computer ends this transaction and returns to the Rental Entry Menu Step 3 N Do not void this transaction Return to Select Option You can go back to the detail lines or change the ribbon area information if needed Dimensionsil Appendix B 10 Back to Detail Lines Enter 10 to go back to the detail lines Step 40 to make any changes to the transaction before accepting and printing it 11 Back to Addons Enter 11 to go to the addons screen to make any changes to the addons before accepting and printing the transaction normal POS addons procedure 12 Tax Correction Enter 12 to go to the tax correction procedure as in normal POS processing to make any changes to the tax before accepting and printing the t
141. aintenance together to create the total cost to subtract from sales to calculate net profit cs040971 Rental Sales and Cost Analysis DIM11 DATA Date mm dd yy Rev10 0 2 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Rental Item 0 Ending Rental Item 99999999 Values to Print 1 MTD Values 2 YTD Values 3 LTD Values Print Detail Lines Y N Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number 0 A11 Report Date lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Rental Item Enter the first rental item number to include on this report Or press Tab to start with the first rental item found in the file Ending Rental Item Enter the last rental item number to include on this report Or press Tab to use all remaining items found in the file Values to Print 1 month to date values 2 year to date values 3 life to date values Print Detail Lines Y N Enter Y to include detail lines one line for each rental item showing store number rental item number serial number description maintenance frequency sales cost depreciation maintenance total cost and net profit Or enter N for no detail which shows section and group totals if selected You will most likely want to print detail lines for this report Print Section Totals Y N Enter Y if you wish to print the section totals at the end of each section N if not Print Group Totals Y N E
142. al items for valuation It uses life to date values for all selected items on the report It shows the net value date added and depreciable life in months CS040978 Rental Net Value Report DIM11 DATA Date mm dd yy STORE 1 Port 37 Store 01 1 Input Parameters Beginning Rental Item 0 Ending Rental Item 99999999 Print Detail Lines Y N Y Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number 0 A11 Report Date mmddyy This report will print Life to Date values for all rental items selected lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Rental Item Enter the first rental item number to include on this report Or press Tab to start with the first item found in the file Ending Rental Item Enter the last rental item number to include on this report Or press Tab to use all remaining items found in the file Print Detail Lines Y N Enter Y to include detail lines one line for each rental item showing store number rental item number serial number description net value date added and depreciable life in months Or enter N for no detail which shows section and group totals if selected You will most likely want to print detail lines for this report Print Section Totals Y N Enter Y if you wish to print the section totals at the end of each section N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each
143. al selection procedures 602 Dimensionsil 53 NOTES Dimensions11 Appendix B The computer displays the selected item and the following information for non serial number items CS04090A Rental Activity DIM99 DATA Date mm dd yy Rev7 0 51 Port 37 01 77000001 DITCH WITCH Trans Name Dec 09 06 Fri 18 Dec i 4000800 123 Mar 08 03 Wed 31 Mar f 4002500 1 Jul 13 16 Mon 05 Jul 4002800 1 Jan 13 51 Mon 22 Jan 5000700 BONHAN ROGER lt Ent gt Continue lt Esc gt Exit Press Enter or Esc to return to Select Rental Item Step 51 where you can view another item or end this procedure 603 Appendix B Part 1 2 Cycle Billing PURPOSE Cycle Billing creates monthly invoices for items that are rented for more than a month by charge customers It creates an invoice on the customer s account and tracks the amount invoiced by this program on the original order Invoices are created every month the first being created one month from the original order When the customer returns the item the final rental fee is calculated for the amount of time since the last cycle bill This program may be set up to run as part of the day end project or you may choose to run it manually during the day The program reads through the Rental Sales Master File RSMO D for all stores comparing the last billing date to the current date for each open rental line item If a month has passed based on how the month is defined in the Variable File
144. alculate the best rate for the customer Dimensionsil 581 Appendix B 12 The cursor moves to In Date New Entries Days 2 Daily Weeks Weekly 1040 000 BECK STREET CONSTRUCTION Date 12201 Time 1225 Minimum Rental Amount 0000 Rental Amount Rate 0000 Rental Amount Rate 0000 Rental Amount Months A Monthly Rate Rental Amount Days lt Ret gt Add Days lt UpA gt View Calendar Enter Date In mmddyy lt Esc gt Back To Time Out lt UpA gt Calculate Rent Amount You have the following options Days lt Ret gt Add Days lt UpA gt View Calendar Enter Date In mmddyy lt Esc gt Back to Time Out Enter a number of days to add to the current displayed date and press Enter The computer calculates the new date Go on to Step 13 Enter a number and press the up arrow to view a calendar as in entering the Out Date Enter the date the item is due back in the standard date format mmddyy Go on to Step 13 Press Esc to back up one field to Out Time Step 11 13 The cursor moves to In Time New Entries Days Dailv Weeks E Weekly Months Monthly Rate x Rental 1040 000 BECK STREET CONSTRUCTION Date 11801 Time 1250 Minimum Rental 0000 Rental Rate 0000 Rental Rate 0000 Rental Enter Time In hhmm lt Esc gt Back To Date You have the following options Enter Time In hhmm lt Esc gt Back to Date In lt UpA gt Calculate Rent Amount 582 Enter t
145. ales Master File Type 6 record of SHO D Signatures KEYS Store Number 1 99 Transaction Number Line Number 404 COMMENTS Since this is maintenance on the transaction s signature information the line number will always be 404 Dimensions11 523 Sales Special Maintenance Part 2 4 DS004203 Detail Maintain Sales History Detail Data Batch Number Margin Variance Item Number Fab Version No Item Type Quantity Extended Quantity Market Cost Price C M or Blank Line Discount Percent Price Addon 1 Price Addon 2 Price Variance Val Unit Description Cost Sell Extension Cost Extension Non Taxable X N S Non Discountable Y N Price Source Tallv Required X N Spiff Number Tally Bkord Cancel Y N Store Number Market Cost Exten Price Variance Code Quote Recall Package No Return to Stock N No Original Qty Ordered Special Order Number Fill Rate Adj Code 1 99 Tag Tracking Number Price Level 1 Price MUM Code 41 MUM STOCK Qty 1 Store Number 2 Trans No 3 Line Number 10001 20000 Enter Option A V E FILENAME KEYS COMMENTS 524 SH3 D Sales History File Type 3 record of SHO D Line Items You must also have the SH0 J3 index Reindex SHO D to create this index Store Number 1 99 Transaction Number Line Number 10001 20000 These are the individual lines on a POS ticket 3 MARGIN VARIANCE
146. ansaction number customer number and name Y if credit was released CR ship to address date total deposit amount balance open orders only average and market percents if selected expected gross margin indicator if over oe if under price source if other than automatic and written by code This information comes from the Sales Master File SMO D Orders are stored temporarily until they are invoiced completely or deleted Orders can be made for cash or charge customers DS04211 Rev9 0 4 Open Order Register 1 Input Parameters lt Ent gt Print Report Beginning Trans Number Ending Trans Number Beginning Trans Date Ending Trans Date Print Backorders Only Y N Show Cost Percents Y N Number of Copies Store Number Report Date ABC LUMBER COMPANY ABC CO Date mm dd yy Port 36 Store 01 0 9999999 0 999999 N N 1 1 Select Sales Optional Field Y N E End Special and Unique Input Parameters Print Backorders Only Y N Show Cost Percents Y N Dimensions11 1 Input Parameters Enter Y if you wish to print backorders only or N to print all orders Enter Y if you wish to print the average and market cost percents or N to leave them off the report 363 Sales Reports mm dd yy 09 36 20 TRANS NUMBER 4900687 4900690 4900691 4900695 4900696 4900697 4900698 4900699 4900700 4900701 4900702 4900704 4900705 4900707 4900708 49
147. as 0 Enter the rates to use in Rental Transaction Entry for each of these time increments 9999 9999 These rates may be changed in the entry program if necessary Enter the minimum dollar amount to be used for any rental fee that is calculated for less than this amount at Rental Transaction Entry 99999 99 14 Minimum Deposit Amount Enter the minimum deposit amount for this item for 15 Number On Hand 16 Number Rented 20 Tot Purchase Price 2 Unit Sell Price cash transactions 99999 99 The computer displavs a running total of all items minimum deposit amounts on the back screen of the rental transaction These fields are used for non serial number items only You may leave these fields blank if you use the Receive Rental Inventorv program that will update it automaticallv Number On Hand is the quantitv owned When an item is sold Number On Hand is reduced Number Rented is the quantitv on outstanding orders updated bv the Rental Transaction Entrv program For serial number items enter the purchase price You may leave this field blank if you use the Receive Rental Inventory program that will update it automatically For non serial number items enter the extended cost of the item Enter the recommended selling price per unit for this item 99999999 99 571 Appendix B 22 Depreciation Life mos Enter the number of months to be used in the depreciation expense calculation 99999 23
148. ating the rental cost and the selling cost 99999 99 If this field is 0 zero the computer calculates the cost as 0 Enter the rates to use in Rental Transaction Entry for each of these time increments 9999 9999 These rates may be changed in the entry program if necessary Enter the minimum dollar amount to be used for any rental fee that is calculated for less than this amount at Rental Transaction Entry 99999 99 14 Minimum Deposit Amount Enter the minimum deposit amount for this item for 15 Number On Hand 16 Number Rented 20 Tot Purchase Price 2 Unit Sell Price cash transactions 99999 99 The computer displays a running total of all items minimum deposit amounts on the back screen of the rental transaction These fields are used for non serial number items only You may leave these fields blank if you use the Receive Rental Inventory program that will update it automatically Number On Hand is the quantity owned When an item is sold Number On Hand is reduced Number Rented is the quantity on outstanding orders updated by the Rental Transaction Entry program For serial number items enter the purchase price You may leave this field blank if you use the Receive Rental Inventory program that will update it automatically For non serial number items enter the extended cost of the item Enter the recommended selling price per unit for this item 99999999 99 Dimensions11 Appendix B
149. ble File Miscellaneous Codes History Identify each truck that can deliver an order with a rep number and description name 7 PO Received By Each time a purchase order is received in PO Receiving a PO received by code must be entered Identify each person who can receive purchase orders with a rep number and description name The computer continues with the entry process by asking for the rep number that you wish to enter For example if you entered 1 for Assigned Salesperson the computer displays Ds04500 Maintain Rep Numbers DIM11 DATA Date mm dd yy Rev11 0 6 Port 39 Store 01 Store Number 1 Rep Type 1 Assigned Salesperson Rep Number 1 9999 0 Rep Name Alternate Rep Number for Directs lt Esc gt Go Back One Field lt Tab gt Go Forward One Field lt F1 gt Help Enter the rep number in this case Assigned Salesperson you wish to enter change or delete You can enter up to four digits If the rep number already exists the computer displays the rep name and asks at the bottom of the screen C hange D elete N ext P revious E nd Use normal Variable File maintenance procedures for changing the rep number Or if the rep number does not already exist the program continues by displaying Record Doesn t Exist A dd Record V iew Next Record E nd Enter A if you wish to add a new record Or enter V if you wish to view the next record in the REP D file The program continues by asking for th
150. cash invoice sales totals 536 cash received totals 538 cash return sales totals 536 charge invoice sales totals 536 charge return sales totals 537 charge transfers totals 537 checked by totals 535 class totals 533 delivered by totals 535 deposit totals 538 group totals 533 inventory summary 539 loaded by totals 534 port totals 539 taxes 532 truck totals 535 written by totals 534 Totals Month End Update 545 special order create items in inventory 220 create POS order and purchas order 222 invoice customer 225 next transaction number 216 password account options 217 purge through date 216 receive purchase order 225 verify special order receipts in POS 217 special order transaction type 62 208 Special Order Detail File SP1 D 213 215 Special Order Information Variable File 216 Special Order Master File SPO D 213 215 Special Orders 213 Getting Started 214 Other Special Order Options 228 correct special order cost 235 enter date notified 232 enter new item number 234 view scroll recall 229 Special Order Procedures 222 Special Orders Variable File 485 Password Account Options 487 Special Order Information 486 special pricing bid 4 matrix 4 spiff 4 spiff 4 672 substitution 102 suggested tally 148 T T2ssyy D See Totals 2 File T2ssyy D tally 83 suggested 148 type 2 83 84 type 3 83 86 type 4 83 86 type 5 83 87 type 6 83 87 tax correction 114 tax corr
151. ckets 0 o 10 C hange D elete E nd 10 Truck Totals Enter the truck number you wish to view change Then the computer displays DS04500 A Maintain Rep Numbers DIM99 DATA Date mm dd yy Rev9 0 5 Port 43 Store 01 Store Number Rep Type Rep Number 1 9999 Rep Name TRUCK 2 Alternate Rep Number for Directs TODAY MONTH TO DATE YEAR TO DATE Sales 00 00 5 444 41 Cost 00 00 3 348 91 Market Cost 00 00 2 024 13 of Tickets 0 o 10 C hange D elete E nd 585 Sales Special Maintenance 11 Cash Invoice Sales The computer displays DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Store 01 Port 43 Year 99 Cash Invoice Daily Month To Date Year To Date Sales 00 00 510 88 Cost 00 00 359 20 Market 00 00 298 54 Addons 00 00 00 Tax 00 00 19 79 Total 00 00 530 67 Number Of Tickets 00 00 18 Number Of Lines 00 00 22 1 2 3 4 5 6 as 8 Enter Line To Change lt Esc gt End 12 Charge Invoice Sales The computer displays DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Store 01 Port 43 Year 99 Charge Invoice Daily Month To Date Year To Date Sales 00 00 12 80 Cost 00 00 7 42 Market 00 00 8 00 Addons 00 00 00 Tax 00 00 52 Total 00 00 13 32 Number Of Tickets 00 00 03 Number Of Lines 00 00 02 MIKHRUAWNE Enter Line To Change lt Esc gt End 13 Cash Return Sales The co
152. class by groups of inventory or by customer class by groups of inventory Depending on the selected method the displayed screen will be different BY TYPE OF SALE N DSVM0108 Rev9 0 5 Sales G L DIM11 DATA G L Posting Method for Sales N G L ACCOUNT CASH INVOICES Sales Cost of Goods 3310 01 4310 01 CASH RETURNS Sales Cost of Goods CHARGE INVOICES Sales Cost of Goods CHARGE RETURNS Sales Cost of Goods 3325 01 4325 01 lt Esc gt Go Back One Field DSVM0108 Rev9 0 5 Sales G L DIM11 DATA G L Posting Method for Sales Customer Class Number 1 99 G L ACCOUNT 00 00 Sales Cost of Goods lt Esc gt Go Back One Field BY GROUPS OF INVENTORY Y DSVM0108 Rev9 0 5 Sales G L DIM11 DATA G L Posting Method for Sales Y Inventory Group Number 0 99 0 G L ACCOUNT 00 00 Sales Cost of Goods lt Esc gt Go Back One Field 490 lt Tab gt Go Forward One Field lt Tab gt Go Forward One Field lt Tab gt Go Forward One Field Date mm dd yy Port 39 Store 01 TYPE OF SALE DESCRIPTION CASH SALES COST CASH SALES CASH SALE RETURNS COsT CASH RETURNS CHARGE SALES COST CHARGE SALES CHARGE SALE RETURNS COST CHARGE RETURNS End lt F1 gt Help Date mm dd yy Port 39 Store 01 CUSTOMER CLASS CUSTOMER CLASS 1 DESCRIPTION End lt F1 gt Help Date mm dd yy Port 39 Store 01 GROUPS OF INVENTO
153. clude on this report Or press Tab to start with the first item found in the file Ending Rental Item Enter the last rental item number to include on this report Or press Tab to use all remaining items found in the file Print Detail Lines Y N Enter Y to include detail lines one line for each rental item showing store number rental item number serial number description purchase cost depreciation net basis maintenance sales and a calculated selling price Or enter N for no detail which shows section and group totals if selected You will most likely want to print detail lines for this report Print Section Totals Y N Enter Y if you wish to print the section totals at the end of each section N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each group N if not SAMPLE RENTAL ASSET REPORT mm dd yy STORE 01 RENTAL ASSET REPORT DIM11 DATA cs040972 10 22 23 PAGE 0001 PURCHASE SELL STR RENTAL SERIAL DESCRIPTION COST PRICE 1 51515151 51515151 RUG CLEANER 500 00 i 8 A 300 00 1 51515152 51515152 RUG CLEANER 500 00 a r 600 00 SECTION TTL 5l 51 kikkikkikkkikkkikikikik 1000 k P 900 00 GROUP TOTAL 51 GROUP 51 1000 5 900 00 1 77000001 DITCH WITCH 1 77000002 12 POST HOLE DIGGER SECTION TTL 77 00 RRR 2 GROUP TOTAL 77 RENTALS 634 Dimensionsil Appendix B 3 Rental Net Value This report generates a list for periodic review of the rent
154. codes Dimensions11 645 Appendix B Sort by Method Enter 1 if you wish to print the report in transaction number 1 Transaction order 2 for tax code number order or 3 for state tax code 2 Tax Code number order 3 State Tax Code Totals Only Y N Only if the Sort by Method is 2 or 3 Enter Y if you wish to print only the totals of each tax code or state tax code Enter N if you wish to print each transaction one line per transaction showing invoice number customer number and name invoice date gross sales subtotal non taxable amount taxable sales amount sales tax amount and addon amount Print Daily Totals Y N Enter Y if you wish to print a subtotal for each day s transactions if you are not printing totals only Or enter N to print the list of transactions without a daily subtotal Page Break Between Tax Enter Y if you wish to eject a new page and print a heading Codes Y N whenever data for the next tax code begins Or enter N if you wish to print continuously without breaking between tax codes SAMPLE RENTAL SALES TAX REPORT Sales By Transaction mm dd yy 01 RENTAL SALES TAX BV TRANSACTION DIM11 DATA S040977 12 51 30 FROM 00 00 00 TO 99 99 99 PAGE 0001 INVOICE CUSTOMER CUSTOMER INVOICE SUBTOTAL TAXABLE SALES ADDONS NUMBER NUMBER NAME DATE SALES TAX 40006 01 1 CASH SALES1234567890 11 19 98 3346 00 254 30 40007 01 R DYNASTY CORPORATION 11 19 98 40009 01 1 CASH SALES1234567890 12 17 98 40010 01 CASH
155. count type and calculation for each addon to be used on the back screen at POS DSVM0102 Sales Add Ons DIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 Add on Code 1 99 Description Add on G L Account Tax Status Discountable Add on Type Add on Entry Type lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help 458 Dimensionsil Sales Variable File 2 Functional Add ons This screen allows you to set up functional addons which can be added to a line on the POS detail screen Functional addons do not update any G L amounts DSVM0102 Functional Add Ons ADIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 1 Add on Code 1 199 2 Description 3 Add on Entry Type lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimensions11 459 Sales Variable File 3 Sales Tax This menu is displayed after selecting 3 for Sales Tax from the Sales Variable File Maintenance Menu DSVM0103 Sales Tax Options DIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 Store Number Choose Selection 1 Sales Tax Options 2 Multiple Tax Descriptions Change Store lt Esc gt End See the following two parts for descriptions of each option 460 Dimensionsil 1 Sales Tax Options Sales Variable File This screen allows you to set up sales tax codes for all types of sales tax assigned to customer accounts used to calculate sales tax at POS Dimensions11 Tax Cod
156. d Sman Salesman Prints a report showing sales cost margin and percent by group in assigned salesman order This information comes from the TOTGO D file It is saved there only if you selected to save assigned salesman by group in the Variable File for Sales Miscellaneous Codes History DS003311 PRINT CLASS BY GROUP DIM99 DATA DATE mm dd yy PORT 39 STORE 01 1 INPUT PARAMETERS BEGINNING CLASS NUMBER ENDING CLASS NUMBER COST BASIS A VERAGE M ARKET B OTH NUMBER OF COPIES STORE NUMBER REPORT DATE CR PRINT REPORT 1 INPUT PARAMETERS Special and Unique Input Parameters Cost Basis A verage Enter A to use average cost as a basis for this report M for M arket or B oth market cost or B to use both The default is Both Dimensions11 443 Sales Reports 5 Group Totals Written By Prints a report showing sales cost margin and percent by group in written by salesman order This information comes from the TOTGO D file It is saved there only if you selected to save written by salesman by group in the Variable File for Sales Miscellaneous Codes History PRINT WRITTEN BY GROUP DIM99 DATA DATE mm dd yy PORT 39 STORE 01 1 INPUT PARAMETERS BEGINNING WRITTEN BY NUMBER ENDING WRITTEN BY NUMBER COST BASIS A VERAGE M ARKET B OTH NUMBER OF COPIES STORE NUMBER REPORT DATE CR PRINT REPORT E END 1 INPUT PARAMETERS Special and Unique Input Parameters Cost Basis A verage M ark
157. d and print the report Any records that are found are purged at the same time 662 Dimensionsil INDEX lt DnA gt Description Line 46 lt Ent gt Accept accept print ticket 122 lt Ent gt Search Options 45 lt Esc gt Line Number 45 lt Esc gt Select accept print ticket 122 lt UpA gt Chng Price 101 lt UpA gt Continue On 45 A A R file inquiry 61 A R summary Special Maintenance 538 A Assoc 102 accept print ticket 122 lt Ent gt Accept 122 lt Esc gt Select 122 P Alternate Printer 123 R Revu 122 Z Reprice 122 Change Prices Percent 125 Change Prices to Equal Specified Amount 125 Change Prices to Equal Specified G P 126 Line Discount Percent 125 Recalculate Prices with a New Price Level 125 Reverse All Amounts 126 accept reject line decision 101 add rental items 607 additional data 121 123 478 517 528 Addon Recap 425 addons 108 114 Special Maintenance 533 Addons Variable File 457 Functional Add ons 459 Sales Add ons 458 alternate printer 123 Alternate Printer Programs Variable File 470 assigned sales rep 61 assigned salesman totals Special Maintenance 534 associated item 102 Associated Item File IM10 D 102 128 131 Dimensions11 associated items 128 add to IM1 D 131 at POS 131 maintain 129 auto line discount 92 automatic tally 148 B back page 6 back screen 6 back to addons 114 back to detail lines 114 backorder 180
158. d changed into orders or invoices but they can be used only once DS04210 Quo Ord Register By WB ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 39 Store 01 1 Input Parameters Beginning Written Bv 0 Ending Written By 9999 Beginning Transaction 0 Ending Transaction 9999999 Beginning Date 0 Ending Date 999999 Report Selection All Orders Show Cost Percent Y N Page Break Between Slsmn Y N Number of Copies Store Number 0 A11 Report Date Select Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Report Selection 1 All orders 2 Backorders only 3 All quotes 4 Temp quotes only 5 Quotes only Show Cost Percent Y N Enter Y if you wish to print the average and market cost percents for each line or N to leave them off the report Page Breaks Between SIsmn Y N Enter Y if you wish to eject a new page and print a heading whenever data for the next salesman begins Or enter N if you wish to print continuously without breaking between salesmen 388 Dimensions11 Sales Reports SAMPLE OPEN ORDER QUOTE WRITTEN BY All Orders No Break Between Salesmen TRANSACTION REGISTER WRITTEN BY ABC LUMBER CO DIM98 DS04210 ALL ORDERS PAGE 0001 NAME CR SHIP TO DEPOSIT M P WRITTEN BY SALESMAN 1 GARY NELSON 1900007 000 ANDERSON MIKE 72699 4100316 000 CASH SALES12345678901234 22599 4100317 000 CASH SALES12345678901234 22599 4100333 0
159. d daily in the day end process The day end update clears the current day s activity Information on this report includes TODAY current and month to date recap of sales addons and tax for charge and cash transactions Cash settlement to balance cash drawer cash change given checks VISA MasterCard other cards and miscellaneous or the corresponding payment description you set up in the Variable File A R summary showing Beginning balance Invoices returns and transfers from POS Payments from Cash Receipts Discounts given from Cash Receipts Finance charges charged from month end generated finance charges Finance charges written off from Cash Receipts Other G L adjustments from Cash Receipts Deposit summary Memo only information showing Statement discounts Cash receipts bank from Cash Receipts Cash transactions from POS Total cash to account for Inventory summary showing Beginning balance Purchases from Receiving Adjustments from Inventory Adjustments Inventory sold from POS DS04202 Daily Report DIM99 DATA Date mm dd yy Rev9 0 2 Port 39 Store 01 1 Input Parameters Period to Print 1 Today and Month to Date 2 Today and Year to Date 3 Month to Date and Year to Date Number of Copies Store Number 0 A11 Report Date lt Ent gt Print Report E End 1 Input Parameters Dimensions11 439 Sales Reports mm dd yy STORE 01 DAILY REPORT 16 43 21 CHARGE I
160. d updates for Sales and Accounts Receivable clear the month to date and year to date figures in the Rental Inventory File RIM1 D and Rental Customer File RCM1 D There is no change needed to standard procedures to update these files 630 Dimensionsil Appendix B Rental Reports Dimensionsil This section contains the nine rental reports When vou select Rental Reports from the Rentals Menu another menu is displaved Rental Sales amp Cost Analysis Rental Asset Rental Net Value Maintenance Status amp Values Rental Pricing amp Status Customer Sales amp Rentals Rental Open Orders Rental Sales Historv Rental Sales Tax Report The following section is organized according to this menu Each report is described its purpose is defined and the input parameters are displaved It is assumed you have read Getting Started and know how to move through menus and use the standard print routine How To Use This Section The reports in this section are written following a standard pattern gt Each report begins on a new page The purpose of the report is stated A sample screen of the input parameters is presented VV Vv Any special or unique parameters are explained 631 Appendix B 1 Rental Sales amp Cost Analysis Use this report to calculate the net profit rental items have generated on a month to date year to date or life to date timeframe It adds cost depreciation and m
161. date parameters entered already Dimensions11 405 Sales Reports Ending Customer Enter the last customer of the range you wish to reprint Or press Tab to use all remaining customers Beginning Transaction Enter the first transaction number of the range you wish to reprint Or press Tab to begin with the first transaction number for the date customer parameters entered already Ending Transaction Enter the last transaction number of the range you wish to reprint Or press Tab to use all remaining transactions for the date customer parameters entered already Sort in Zip Code Order Enter Y if you wish to sort and print the selected Y N transactions in zip code order N if not Print Extensions Y N Enter Y if you wish to print the extensions for selected transactions N if not 9 The computer continues by displaying the following options 1 Change Store 2 Parameters P Alt Printer E End lt Ent gt Reprint Enter one of the following 1 Change Store Moves the cursor to Store Number and allows you to change it Also requires you to enter the reprint code again You can also change the input parameters again with this option 2 Parameters Moves the cursor to Beginning Date and allows you to change any of the parameters P Alt Printer Enter P if the parameters are correct and you wish to continue by printing the selected transaction s to an alternate printer The computer displays the alternate printer optio
162. dates Also you can print all stores or a selected store cs040983 Rev10 0 2 Rental History Detail 1 Input Parameters Number Number Date Date Beginning Trans Ending Trans Beginning Trans Ending Trans Type of Report 1 Complete 2 Sales Only 3 Returns Only Show Cost Y N Number of Copies Store Number 0 A11 Report Date Page Ejects and Headings Y N lt Ent gt Print Report E End 1 DIM11 DATA STORE 1 Date mm dd yy Port 37 Store 01 0 9999999 0 999999 1 Input Parameters 4 Invoice Detail By Customer This report shows the same information as the Invoice Detail By Number except it is printed in customer number order cs040984 Rev10 0 3 Rental History Detail 1 Input Parameters Beginning Cust Number Ending Cust Number Beginning Trans Date Ending Trans Date Type of Report 1 Complete 2 Sales Only 3 Returns Only Show Cost Y N Number of Copies Store Number 0 A11 Report Date Page Ejects and Headings Y N lt Ent gt End Print Report 1 Dimensions11 DIM11 DATA STORE 1 Date mm dd yy Port 37 Store 01 000 999999 999 0 999999 1 Input Parameters 643 Appendix B 644 5 Rental by Customer Item This report shows a list of customers who have rented the item It is similar to the Sales by Customer by Item report DS03302C on the Sales by Customer Item Menu under Sales Reports Sales History
163. detail only orders with deposits and invoices or 3 to print return detail only Defaults to the current batch for the Variable File store number Enter the written by sales rep code you wish to use for this report or press Tab to print transactions for all written by codes Enter N to not display cost on the rental transactions or press Tab defaults to Y to display cost on the report Enter number of copies to print or press Tab to print one Enter the store number you wish to print or press Tab to default to the current store number If you change the store number Batch Number displays the current batch for that store number Enter the date you wish to appear in the heading of the report Or press Tab to default to the current system date Enter the transaction number range beginning and ending transaction numbers to include on this report Or press Tab to print all transactions that are found for the batch Enter Y to eject a new page and print headings on every page Or press Tab defaults to N to ignore the page ejects and headings 621 Appendix B SAMPLE RENTAL TRANSACTION DETAIL mm dd yy STORE 01 COMPLETE TRANSACTION DETAIL ABC LUMBER COMPANY Cs040982 11 46 13 BATCH 0000034 ABC LUMBER COMPANY PAGE 0001 FOI III III III IOI IOI IOI IOI ITO III ITS IOI IIIA ORDERS FOI III III ICICI IOI IOI III III IOI IOI IOI III ITI IOI IOI IOI ITS ITI IOI I 30 00 ORDER 1 000 CASH SALE CASH 07 13 97 18 26 S 1 P 3 A 1 W 1
164. ding more items enter a positive quantity If you are reducing the number of items enter a negative quantity Tab Press Tab to bypass entering a quantity Go to Step 5 Unit Cost lt Esc gt Back to Select Item Press Esc to go back to Select Rental Item Step 2 Unit Cost Enter the unit cost of the received quantity press Tab to bypass entering a unit cost go to Step 6 or press Esc to go back to the received quantity The computer calculates the purchase amount quantity x unit cost and the resulting new values current received amounts For example CS04099B Update Quantities amp Values DIM99 DATA Date mm dd yy Rev8 0 0 Port 42 Store 01 1 77000001 DITCH WITCH i Current Received Quantity Quantity Quantity 51 Unit Cost 511 3333 Unit Cost 525 0000 Unit Cost 516 8000 Purchase Amt 1534 00 Purchase Amt 1050 00 Purchase Amt 2584 00 Fu lt Ent gt Accept lt Esc gt Ignore lt UpA gt Change Input Values Enter one of the following options lt Ent gt Accept Press Enter to accept the displayed quantities and values Continue to Step 7 lt Esc gt Ignore Press Esc to ignore the displayed quantities and values Go back to Step 2 to select another rental item or end this procedure lt UpA gt Change Input Values Press the up arrow to change the received quantity or unit cost Repeat Steps 4 5 You are returned to Step 2 Select Rental Item where you can add quantities values for another renta
165. displays lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Select Line No Sta Lit Rental Serial f Qty Description i Rate Amount o 1 77000001 1 DITCH WITCH 1 41Wk 200 00 282 00 o 2 77000002 12 POST HOLE DIGGER 1 00Wk 250 00 250 00 The cursor is positioned at Select Line No Enter the line number you wish to cancel The computer displays the selected line Cancel Lines 1060 000 BRODERICK AND ZARBOCK PLUMBINGST 1 2 77000002 POST HOLE DIGGER 1 00Wk 250 0000 250 00 lt Ent gt Cancel The Above Line lt Esc gt Don t Press Enter the cancel the displayed line or Esc to leave it on the transaction To end the cancel mode press Esc at Select Line No Dimensions11 585 Appendix B Q Change Change individual lines on the transaction The computer displays lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Select Line No Sta Lit Rental Serial H Qty Description Units Rate Amount o 1 77000001 1 DITCH WITCH 8 45Dv 80 00 676 00 o 2 77000002 12 POST HOLE DIGGER 1 00Wk 250 00 250 00 The cursor is positioned at Select Line No Enter the line number you wish to change Then you can change the quantity date time out and date time in Or press Enter to leave any of these fields unchanged To end the change mode press Esc at Select Line No V Void Void this transaction The computer asks Void Y N If this
166. e Description 4 Decimal Places Percent G L Account Round Up if Fraction Minimum Taxable Amount Calculate Tax on Cost X N Maximum Taxable Amount Per Each Maximum Taxable Amount Per Ticket lt Esc gt End Sales Tax Options DIM11 DATA Rev11 0 1 1 999 Y N Allow Discount on Tax Y N 12 Y N lt F1 gt Help Date mm dd yy Port 38 Store 01 MULTIPLE TAX OPTIONS Use Multiple Tax Codes 461 Sales Variable File 2 Multiple Tax Descriptions This screen allows you to set up descriptions for the multiple tax feature DSVM0103 Multiple Tax Descriptions DIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 1 Multiple Tax Number 1 99 2 Description Last Used Multiple Tax Number lt Esc gt End lt F1 gt Help 462 Dimensionsil Sales Variable File 4 Print Options This menu is displayed after selecting 4 for Print Options from the Sales Variable File Maintenance Menu DSVM0104 Sales Print Options DIM11 DATA Date mm dd yy Rev10 0 1 Port 37 Store 01 Store Number Choose Selection Default Printer Programs Alternate Printer Programs Password Account Print Programs Custom Transaction Descriptions Change Store lt Esc gt End See the following four parts for descriptions of each option Dimensions11 463 Sales Variable File 1 Default Printer Programs This screen allows you to set up the programs for cash and charge
167. e SHO D Ending Written By Enter the last written by code you wish to include on this report Or press Tab to use all remaining written by codes found Beginning Class Enter the first customer class you wish to include on this report Or press Tab to begin with the first customer class found for transactions in the Sales History File SHO D Ending Class Enter the last customer class code you wish to include on this report Or press Tab to use all remaining customer class codes found Dimensions11 425 Sales Reports Beginning Trans Date Enter the first transaction date you wish to include on this report Or press Tab to begin with the first transaction found in the Sales History File SHO D It may be useful to print this report month by month entering the first date of the month here and the last date in Ending Trans Date Since this report uses data in the Sales History File the day end process must be completed for the desired dates for the transactions to show up Ending Trans Date Enter the last transaction you wish to include on this report Or press Tab to use all remaining transactions found Addon Code 1 99 Enter the addon code you wish to include on this report Only one addon code can be presented at a time SAMPLE ADDON RECAP By Customer Class Totals mm dd yy Str 01 ADDON RECAP REPORT DIM11 DATA DS04252 13 08 20 PAGE 0001 CLASS CLASS DESCRIPTION ADDON AMOUNT WRITTEN BY 1 WAYNE CUSTOMER CLASS 1 CUSTOMER
168. e Rep Name Dimensions11 Sales Variable File DS04500 Maintain Rep Numbers DIM11 DATA Date mm dd vv Rev11 0 6 Port 39 Store 01 1 Store Number 1 2 Rep Type 1 Assigned Salesperson 3 Rep Number 1 9999 43 4 Rep Name 1 5 Alternate Rep Number for Directs lt Esc gt Go Back One Field lt Tab gt Go Forward One Field lt F1 gt Help Enter the rep name exactly how you wish it to appear on the screen and on Sales Analysis reports For example Smith Tom or Tom Smith or T Smith or TOM There are 28 characters available for the rep name including spaces and punctuation Then enter the Alternate Rep Number for Directs Direct means that stock will be shipped directly from the mill or vendor without passing through the yard inventory If you do direct sales and direct purchase orders this field allows you to assign the written by sales rep number for when they sell order direct stock as opposed to when they sell order regular stock This allows for correct reporting of direct sales purchases If you allow directs you should coordinate a numbering scheme For example written by codes 1 49 could be regular and 41 99 could be direct See below Written By Rep Number Regular Direct 1 1 51 2 2 52 3 3 53 4 4 54 5 5 55 Therefore sales rep 1 updates to rep number 1 on regular sales and 51 for direct sales You would also need to enter a description for written by rep number 51 however the alternate code would be 0 zero
169. e all remaining customers found in the file Rental Sales Customers Only Y N Enter Y to include customers with rental transactions only Or enter N to include all customers Print Period Enter M to print month to date or Y for year to date values Cost Basis Enter A to print average cost margin or M for market cost margin values Consolidate Jobs Y N Enter Y if you wish to consolidate the job totals into the main account and print the total N if not SAMPLE CUSTOMER SALES amp RENTALS mm dd yy CUSTOMER SALES AND RENTALS REPORT DIM11 DATA cs040975 11 54 52 PAGE 0001 STORE 1 NZH 1 PERIOD REPORTED YEAR TO DATE BASIS AVERAGE COST NUMBER NAME SALES MARGIN PERCENT SALES MARGIN PERCENT SALES MARGIN PERCENT 1050 000 BONHAM STAN 15 15 0 00 17793 10631 59 74 17808 10645 59 77 1060 000 BRODERICK AND ZARBOCK PLUMBING 1320 1188 90 00 33823 8665 25 61 35143 9853 28 03 2020 000 DYNASTY CORPORATION 46 46 0 00 1087 396 36 43 1040 349 33 55 STORE TOTALS 1289 1157 89 75 52703 19692 37 36 53991 20847 38 61 GRAND TOTALS 53991 Dimensions11 639 Appendix B 7 Rental Open Orders There are four reports available for printing open rental orders When you select Rental Open Orders the computer displays the following menu Order Reg Order Reg RENTAL OPEN ORDERS By Number Bv Customer Order Detail Bv Number Order Detail Bv Custmr These are similar to the open order reports for regular
170. e and cost Transactions may contain a combination of order return and sale lines as defined above Each line carries a code for the transaction type O order R return S sale The computer assigns transaction numbers to new rental orders with 00 after the decimal When the customer brings the item back or decides to buy it and you recall the original order to create a return invoice for the rental charges or sale the transaction number stays the same but ends with 01 increasing sequentially for each transaction recalled from the original rental order 01 02 03 etc There can be up to 99 transactions created from an original rental order New credit transactions are assigned a new transaction number 00 Create rental items in the Rental Inventory File RIM1 D by store There are fewer fields in this file compared to the standard inventory files Rental items may be either serial number or non serial number items Each item contains hourly daily weekly and monthly rates and minimum deposit and rental amounts Cash orders require a deposit the items are set up with Dimensions11 Dimensions11 Appendix B minimum deposit amounts that combine to become the minimum deposit amount for the ticket The operator may override increase or decrease this deposit amount at the time of entering the rental transaction Rental transactions use a cost percent set in each item If the cost percent is set to zero for an item in RIM1
171. e correct amount for the line column Esc Go back one field Tab Leave the field unchanged Once you move to the next column you have another option lt UpA gt Change by Change the field by the same amount as your Last Difference previous entry The computer adds or subtracts the correct amount accordingly To end this process press Esc at Enter Line to Change to return to the list shown above Use this procedure for the following records Dimensions11 Dimensions11 2 Addons Sales Special Maintenance Enter the addon code number you wish to view change Then the computer displays DIM99 DATA Maintain T2 D Information DS003120 Store 01 Year 99 Addon Code 1 CHANGE BACK Month To Date 00 Dailv 00 Enter Line To Change lt Esc gt End 3 Group Totals Datemm dd yy Port 43 Year To Date 00 Enter the group number vou wish to view change displavs DS003120 Maintain T2 D Information DIM99 DATA Store 01 Year 99 Group Code 11 GROUP 11 Month To Date 00 00 00 00 Dailv 00 00 00 00 Sales Cost Units Market Cost Enter Line To Change lt Esc gt End 4 Class Totals Then the computer Date mm dd yy Port 43 Year To Date 161 80 68 74 2 60 72 94 Enter the customer class number you wish to view change Then the computer displays DS003120 Maintain T2 D Information DIM99 DATA Store 01 Year 99 Class Code 1 CUST
172. e on the order if you might need to adjust the units price later on the rental return 16 The totals box at the bottom of the screen displays the totals for this transaction so far New Rental is the total for the items the customer is checking out Rental Return shows the total for rented items that have been brought back to the store Sold is the total for rental items that the customer has purchased Repeat Steps 6 15 for each line on this rental transaction 17 When you are done entering lines on this rental transaction press the up arrow to continue with the entry The computer displays a code to the left of every line on the transaction O Outstanding item order R Returned item to be invoiced S Sold item C Cancelled 18 The computer displays the following options at the bottom of the screen R Rental Returns M More Rentals A Return All Rented Items S Sell lt UpA gt Continue B Back To Customer C Cancel Q Change V Void Enter one of these options R Rental Returns Use this option when the customer returns a rental item Most likely you will use this option after creating a rental order when the item goes out with the customer and then recalling the order when the customer returns the rental item M More Rentals Add more detail lines of outstanding rentals to this transaction Go back to Step 6 to select a rental item A Return All Rented Items Return all outstanding rental lines to be invoiced 584 Dimension
173. ear 008 Batch 502 Change Date Enter Option E to End Check the calendar month Change if needed Then select 2 for Proceed With Update Have all desired reports been printed Y N Enter Y if all reports have been printed Are you sure you want to proceed with daily update Y N Enter Y if you wish to proceed with the update cs04093 DIM99 DATA Rev9 0 1 Rental Dav End Update Date mm dd vv Port 39 Store 01 Month 01 Dav 08 Dav of Week MON Dav of Year 008 Step 1 Run POS Dav End to Clear Totals Step 2 Now Updating Ticket 5000400 I No Of Tickets 6 kkikkkkx All tickets have been updated Now doing final updates Step 3 Now building temp file with G L totals Step 4 Now making G L entries to Posting File Step 5 Now changing Batch Number from 502 to 503 k End of RENTAL Dav End Update Press Enter to return to the previous menu 623 Appendix B Select 3 to print the G L entries DSO1105 Gpost Entries DIM99 DATA Date mm dd vv Rev9 0 3 Port 39 Store 01 1 Input Parameters Batch GRO000502 Number of Copies A Report Date mmddyy lt Ent gt Print Report E 1 Input Parameters Sample Report mm dd yy BATCH GRO000034 GPOST ENTRIES ABC LUMBER COMPANY DS01105 14 49 31 PAGE 0001 SEQUENCE ST PC DATE SOURCE DESCRIPTION NO ACCT DESCRIPTION CREDIT 714 08 21 97 Rent Automatic Inven Cos 01 RENTAL INVENTORY 148 75 715 08 21 97 Rent Automatic Cash Invo
174. ect Sales Optional Field as explained in the introduction to Section 2 Sales Reports except it allows you to select fields from the inventory files as well IM1 D IM2 D and IM8 D SAMPLE SALES TRANSACTION BY ITEM mm dd yy Store 01 Sales Transactions By Item ABC COMPANY DS03302s 14 40 45 Page 0001 00 00 00 Thru 99 99 99 Item No Trans No Date Cust No Qty Units Price Customer Name 01011121 2696WW 2X6 96 STUD WHITE WOOD Type 1 CB 0 INV 2900790 03 31 97 10000 000 10 80 566 00 1ST TEST CUSTOMER INV 2900791 03 31 97 1300 000 20 160 566 00 JOHN MADDEN INV 2900796 04 01 97 2500 000 200 200 4 53 CARSON CONTRACTING CARL INV 2900798 04 01 97 10000 000 50 400 566 00 1ST TEST CUSTOMER Item Totals 4 Trans 280 840 Section TTL 01 01 ZSOIDAJFOID 1 Items 840 01142400 24RLDFD 2X4 RL STD amp BTR DOUG FIR DRY Type 2 cB 3 INV 2900816 1 06 17 97 1000 000 1000 667 708 00 ACME CONSTRUCTION 13 8 20 10 25 12 18 14 9 16 TFR 7000016 1 04 02 97 500 000 46 30 67 491 81 STORE 2 TRANSFER ACCOUNT 2 8 3 10 Item Totals 2 Trans 1046 697 67 1142408 2408DFD 2X4 08 STD amp BTR DOUG FIR DRY Type 1 INV 2900807 05 08 97 1000 000 10 10 k ACME CONSTRUCTION INV 2900808 05 13 97 3000 000 15 15 7 CLASSY DOORS amp WINDOWS INV 2900809 05 13 97 3000 000 10 10 i l CLASSY DOORS amp WINDOWS INV 2900810 05 13 97 3000 000 10 10 2 3 CLASSY DOORS amp WINDOWS INV 2900811 05 13 97 3000 000 10 10 X CLASSY DOORS amp WINDOWS TFR 7000017 04 02 97 500 000 10
175. ections 153 taxable status 102 taxes Special Maintenance 532 temp quote 3 113 Temp Quote 49 terms customer 61 207 Totals Special Maintenance 530 Clear T2ssyy Totals 544 Group Assigned By TOTGO 541 Group Class TOTG0 540 Group Customer TOTGO 543 Group Written By TOTGO 542 Print T2ssyy Data to File 546 Sales Analysis Year End Update 548 Sales Totals T2ssyy 531 A R summary 538 addons 533 assigned salesman totals 534 cash in out totals 537 cash invoice sales totals 536 cash received totals 538 cash return sales totals 536 charge invoice sales totals 536 charge return sales totals 537 charge transfers totals 537 checked by totals 535 class totals 533 delivered by totals 535 deposit totals 538 group totals 533 inventory summary 539 loaded by totals 534 port totals 539 taxes 532 truck totals 535 written by totals 534 Totals Month End Update 545 Dimensionsil Totals 2 File T2ssyy D 17 19 32 40 278 280 281 283 531 544 545 546 548 555 TOTGO D See Sales Analysis Totals File TOTGO D track voids 53 114 tracking customer returns 158 transaction entered to wrong customer 50 Transaction Entry 12 Change Date 258 Change Store 256 Clear Shift Totals 186 Copy Trans from Current 187 Copy Trans from History 198 Enter Transaction 13 price 89 quantity 80 Quote 33 Reprint Invoice Return Transfer Cash In Out 35 Reprint Order 38
176. ed in record type 3 of TOTGO D They show month to date and year to date totals by written by salesman by inventory group which written by salesmen are selling which inventory groups They show sales average cost market cost and units sold This file is updated after each transaction is entered at Point of Sale The Sales Analysis report Group Totals Written By shows the information in this record type in a report format see Chapter 6 Part 5 Group Totals Written By If the option in the Variable File VM2 General Store Information to save written by salesmen by group is turned off field 32 SV WRBY BY GRP N no totals will be saved in this file Dimensionsil Sales Special Maintenance Part 3 5 Group Customer TOTGO DS003104 WODIKHRUAWNE DETAIL GROUP CUSTOMER RECORD TYPE 4 STORE NO 1 99 CUSTOMER NUMBER GROUP 0 99 MTD SALES MID COST YTD SALES XTD COST MARKET MTD MARKET YTD UNITS MTD UNITS XTD ENTER OPTION A V E FILENAME KEYS TOTGO D TOTG4 D Detail Group Customer Record Type 4 COMMENTS Dimensions11 Store Number 1 99 Customer Number Group 0 99 These totals are stored in record type 4 of TOTGO D They show month to date and year to date totals by customer by inventory group which customers are buying which inventory groups They show sales average cost market cost and units sold This file is updated after each transacti
177. eginning Transaction Time Military HHMM 0 Ending Transaction Time Military HHMM 9999 Print 1 Catalog 2 MFG 1 Vendor Number 0 A11 0 Print Transaction Detail Y N Y Print Backordered Qtys Only Y N N Print Items on Direct Order Y N N Number of Copies al Store Number 1 Report Date mmddyy Select Inventory Optional Field Y N N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Report Print Order 1 Item number 2 Catalog number 3 Mfg number 4 Short description 5 Location Beginning Value to Print Based on the report print order selected above enter the first value of the range of items you wish to print Ending Value to Print Based on the report print order selected above enter the last value of the range of items you wish to print Beginning Transaction Date Enter the first date of the range of transactions you wish to print Defaults to the current system date Ending Transaction Date Enter the last date of the range of transactions you wish to print Defaults to the current system date This allows you to run the report for the current day s transactions as a job in the day end project Beginning Transaction Time You can enter a rang eof time when the orders were written This must be entered in military time HHMM Ending Transaction Time Enter the ending time of the range HHMM This range is printed in the headin
178. elect by Transaction Number Check the information on the back screen Then enter one of the following options 1 Scroll Select by Phone Allows you to scroll and select rental orders by Number phone number See Step 24 2 Scroll Select by Customer Allows you to scroll and select rental orders by customer See Step 25 3 Select by Transaction Allows you to select rental orders by transaction Number number You must know the exact transaction number in order to use this option See Step 26 24 If you selected 1 to scroll select by phone number the computer displays cs04090 Rental Recall DIM99 DATA Date mm dd yy Enter Phone Number 9999999 Enter a phone number and the computer displays a list of phone numbers on current rental orders from the number you entered Or press up arrow to begin displaying with the first phone number found For example cs04090 Rental Recall DIM99 DATA Date mm dd yy lt Ent gt Select lt UpA or DownA gt Scroll Page Down Page Up lt Esc gt Exit L lt Ent gt Select Phone Area Trans Date Customer Name Ship To Cust P O Type 0001 4002500 03 30 1 Csh 000 0001 4002800 07 06 1 Csh 000 0001 4002900 07 06 1 Csh 012 3456 4000800 12 17 123 Csh 480 2311 5000500 01 22 ANDERSON MIKE Chg 777 8888 5000600 01 22 333 West Street Csh The cursor is positioned at L lt Ent gt Select Using normal scrolling selecting procedures select the desired transaction Go to Step 27 590 Dim
179. em number Double spaced Prints cost stub for Order Entry Requires 11 wide form Prints cost stub for Order Entry Requires 11 wide form For Okidata 393 printer For Okidata 393 printer For Okidata 393 printer Prints cost stub for Order Entry Requires 11 wide form For Okidata 393 printer Prints cost sub for Order Entry Requires 11 wide form For Okidata 393 printer Invoice number prints on right side Prints SALE if spiff Same as DS04014 except 1 line shorter 8 LPI 8 LPI Prints catalog number instead of item number Same as DS04106 Prints 2 copies Slip printer NCR amp Merit j Preprinted form has company name and address already printed on it Blank form does not have company name and address already printed on it The computer will print the company name and address on each ticket Dimensions11 465 Sales Variable File TABLE B Charge Transactions Program Paper Form CHARGE INVOICES RETURNS amp TRANSFERS Notes DS04004 DS04054 DS04054C DS04054H DS04044 DS04044C DS04044D DS04044H DS04067 DS04067H DS04138 DS04138H DS04140 DS04141 DS04014 DS04014R DS04105 DS04105C DS04107 Plain paper Preprinted form Blank form Blank form Preprinted form Preprinted form Preprinted form Blank form Preprinted form Blank form Preprinted form Blank form Preprinted form Blank form Preprinted form Preprinted form Plain paper Plain
180. emp quotes only or 2 to print regular quotes only 2 Quotes Only Print Breaks Between SIsmn Y N Enter Y if you wish to eject a new page and print a heading whenever data for the next salesman begins Or enter N if you wish to print continuously without breaking between salesmen SAMPLE OPEN QUOTES BY EXPIRATION DATE mm dd yy STORE 01 QUOTES BY EXP DATE ABC LUMBER CO DIM98 DS04225 11 38 54 PAGE 0001 EXPIRE CUSTOMER SHIP TO MARGIN DATE Written Bv NELSON CASH SALES12345678901234567890 1900005 07 26 99 72 CASH SALES12345678901234567890 1900006 07 26 99 72 CASH SALES12345678901234567890 3100094 06 22 99 50 ANDERSON MIKE 480 2311 3100095 07 08 99 45 ANDERSON MIKE 480 2311 3100096 07 08 99 35 ANDERSON MIKE 480 2311 3100097 07 08 99 76 ANDERSON MIKE 480 2311 3100098 07 09 99 79 CASH SALES12345678901234567890 3100099 07 20 99 00 CASH SALES12345678901234567890 3200011 08 23 99 08 CASH SALES12345678901234567890 3200013 08 23 99 60 CASH SALES12345678901234567890 3200014 10 14 99 13 BECK STREET CONSTRUCTION 53l 2698 3200015 09 03 99 13 CASH SALES12345678901234567890 3200016 09 03 99 08 CASH SALES12345678901234567890 3200017 09 27 99 97 DSO2328 TEST FOR CANBX 3200018 10 14 99 97 DSO2328 TEST FOR CANBY 3200019 10 14 99 CASH SALES12345678901234567890 3200020 11 23 99 00 CASH SALES12345678901234567890 3200021 11 23 99 17 ANDERSON MIKE 480 2311 3200022 12 02 99 00 CASH SALES12345678901234567890 5200009 09 03 99 13 BECK STR
181. en Password Options DIM11 DATA Date mm dd yy Rev11 0 4 Port 37 Store 01 1 Enter Password Account POS ENTER DETAIL SCREEN LINE ITEM ENTRY MISCELLANEOUS OPTIONS Quantity First Y N Allow Enter Change Auto Skip Units Y N Tallies Y N Skip Line Misc Info Y N Allow Change to Fab Option Skip Line Decision Y N Quantity Required in Verify On Hand Exceeded Multiple Select Mode Y N Sell Cost Limit Display Associated Item Stop if Limit Exceeded Y N Automatically Y N Display Cancelled Lines Y N PRICING OPTIONS Limit Inventory Inquiry Stop at Price to Port Store Y N Display Price Options View Multiple Stores Allow Price Changes Item History Y N Cost Code Use Original Bid on Quote Y N lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help Dimensions11 503 Sales Variable File 4 POS Back Screen This screen allows you to set up password account options for the back screen These options can also be set up by store See Entry Options If responses are not found for a password account the computer defaults to the responses found in Entry Options DSVM0110 POS Back Screen Password Options DIM11 DATA Date mm dd yy Rev11 0 4 Port 37 Store 01 1 Enter Password Account POS BACK SCREEN Search Scroll Addons Y N POS Restrictions Search Scroll Tax Y N Quote Temp Quotes Only Y N POS Written By Quote Temp Quotes Only Fast Sale Written B
182. enance is covered in its own section Dimensions11 573 Appendix B Part 1 Rental Transaction Entry This section contains rental procedures for transaction entry When you select Rental Transaction Entry from the Rentals Menu another menu is displayed 1 Transaction Entry 2 Cycle Billing The following pages explain each option 574 Dimensionsil Appendix B Part 1 1 Transaction Entry PURPOSE Dimensionsil Use this program to create rental transactions for both cash and charge customers You can also recall rental orders print and clear shift totals copy invoices returns reprint invoices returns and view rental rates and activity The program flow is similar to standard POS Transaction Entry From the Rentals Menu select 1 for Rental Transaction Entry The computer displays the Rental Transaction Entry Menu 1 Transaction Entry 2 Cycle Billing Select 1 for Transaction Entry The computer displays cs04090 Rental Entry DIM99 DATA Date mm dd yy Port 41 01 Enter Rental Recall Rental Order Print Shift Totals Clear Shift Totals Copv Invoice Return Reprint Invoice Return Rental Rates Activitv Rental Activitv Change Store Change Date Xou have the following options 1 Enter Rental 3 Recall Rental Order 4 Print Shift Totals 5 Clear Shift Totals Use this option to enter a rental order when the customer checks out the rental item Y
183. ensionsil 25 26 Dimensions11 Appendix B If you selected 2 to scroll select by customer the computer displays cs04090 Rental Recall DIM99 DATA Date mm dd yy Select Customer Name or Number lt UpA gt Search lt DnA gt Change Search Store O A11 Previous Transaction Using normal customer selection procedures enter or search for the desired customer This routine searches for all customers whether or not they have any rental orders After you select the desired customer the computer displays a list of rental orders in customer number order For example cs04090 Rental Recall DIM99 DATA Date mm dd yy lt Ent gt Select lt UpA or DownA gt Scroll Page Down Page Up lt Esc gt Exit L lt Ent gt Select L Customer Trans Date Customer Name Ship To Cust P O Type 000 4000800 12 17 123 Csh 000 4002100 03 04 1 Csh 000 4002500 03 30 1 Csh 000 4002600 07 06 12 Csh 000 4002601 07 06 Csh 000 4002700 07 06 Csh 000 4002701 07 06 Csh 000 4002800 07 06 Csh 000 4002801 07 06 Csh 000 4002900 07 06 Csh 000 4002901 07 06 Csh 000 4003000 07 06 Csh 000 4003001 07 06 Csh 000 4003100 07 06 Csh 000 4003101 07 06 Csh VOJOGUkWNH PRPRPRPBBPBPRPRPRBBPB BRR Lal bbhbbhhbhbhbhr The cursor is positioned at L lt Ent gt Select Using normal scrolling selecting procedures select the desired transaction Go to Step 27 If you selected 3 to select by transaction number the computer disp
184. ensionsil Appendix B Part 2 1 Add Rental Items PURPOSE Use this program to add items to the Rental Inventory File RIM1 D to be used in rental transaction entry You can also use this program to maintain the item record if necessary PROCEDURE 1 From the Rentals Menu select 2 for Rental Inventory Maintenance 2 The computer displays the Rental Inventory Maintenance Menu Add Rental Items Update Quantities amp Values Rental Item Maintenance Rental Item Depreciation Dimensions11 Select 1 for Add Rental Items The computer displays CS04099A RENTAL INVENTORY ADD Store Number Rental Number Serial Number Descr 1 Descr 2 Non taxable Y N Cost Percent Hourly Rate Daily Rate Weekly Rate Monthly Rate Minimum Rent Amount Minimum Deposit Amount Number On Hand Number Rented ENTER OPTION A V E Tot Purchase Price Unit Sell Price Depreciation Life mos Maintenance Cycle days The cursor is positioned at ENTER OPTION A V E 2 Enter A to add new items Or to change existing items enter V to view the item first and then select C to change These instructions explain the add function The cursor moves to the first field 1 Store Number Enter the following fields for each item you wish to add to the Rental Inventory File 1 Store Number 2 Rental Number Enter the store number for the item Enter the item number for the
185. er It shows the same information as the Open Quote Register Number This information comes from the Sales Master File SMO D DS04222 Open Quote Register ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 38 Store 01 1 Input Parameters Beginning Customer Number 000 Ending Customer Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Print 0 All Quotes 0 1 Temp Quote Only 2 Quotes Only Written By 0 Assigned Salesman 0 Print 1 Tax Addons 2 Customer PO Show Cost Percents Y N Number of Copies Store Number 0 A11 Report Date Type R D S A A11 Select Sales Optional Field Y N A11 A11 lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print 0 All Quotes Enter 0 to print all quotes regular and temp quotes 1 to 1 Temp Quotes Only print temp quotes only or 2 to print regular quotes only 2 Quotes Only Print 1 Tax Addons Enter 1 to print the tax and addons 2 to print the customer 2 Customer PO P O number Show Cost Percents Y N Enter Y if you wish to print the average and market cost percents or N to leave them off the report Type R D S A All Enter R to print regular transactions D for directs or S for special orders Or print all transaction by entering A Dimensions11 381 Sales Reports SAMPLE OPEN QUOTE REGISTER CUSTOMER mm dd yy STORE All OPEN QUOTE REGISTER ABC COMPANY DS04222 12 02 12 PAGE 0001 TRA
186. er displays CS04095M Print amp Purge Missing RSMO DIM11 DATA Date mm dd yy Rev10 0 3 Port 39 Store 01 This Program Will Print and Purge All Rental Sales Master Transactions Without Header Records Do You Wish to Begin Y N If you enter Y the computer displays CS04095M Print amp Purge Missing RSMO DIM11 DATA Date mm dd yy Rev10 0 2 Port 36 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Number of Copies al Store Number 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters Change the input parameters if needed and print the report Any records that are found are purged at the same time 656 Dimensionsil Appendix B 4 Rental Sales History RSHO D This menu is displayed after selecting 4 for Rental Sales History RSHO D from the Rental Special Maintenance Menu Rental Header Rental Addons Tax Payments Rental Detail Lines Rental Totals Print Purge RSHO No Header See the following 5 parts for descriptions of each option Dimensions11 657 Appendix B 4 1 Rental Header FILENAME KEYS COMMENTS 658 RSH1 D Rental Sales History File Type 1 record of RSHO D header Store Number Transaction Number Line Number 401 Since this is maintenance on the transaction header the line number will always be 401 CSOH4091 WDIKHRUAWNE RECORD NOT FOUND Store 1 Transaction Line 401 401
187. eriod Save Rental History Selling Price Method Cycle Billing Option Form Size Form Heading Option d 2 3 4 5 6 T 8 9 PRINT PROGRAMS Invoices Cash amp Charge Orders Cash amp Charge DIM11 DATA Date mm dd yy Port 40 Store 01 502 50008 HHMM 800 HHMM 1800 Period Y N N cs04094 cs04094 lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help The cursor is positioned fields 1 Rental Batch Number 2 Next Transaction Number 3 Time Business Day Begins 4 Time Business Day Ends at field 1 Rental Batch Number Enter the following This field tracks the rental batch number up to 7 digits If you are using rentals for multiple stores be sure to use different batch numbers for each store for example 1000 for store 1 and 2000 for store 2 If you need to change the store number press Esc to return to the previous menu and change it there option 98 Change Store The computer increments the batch number automatically during the Rental Day End Update incrementing by 1 If you need to change the batch number after you start processing rentals change it after running the Rental Day End Update and before entering any new rental transactions This field tracks the next rental transaction number up to 5 digits before the decimal and 2 after As each transaction is generated through Rental Transaction Entry it is automatically assigned the next transaction number s
188. ers and or transaction dates Also you can print all stores or a selected store cs040985 Rental History Register DIM11 DATA Date mm dd yy Rev10 0 3 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date o Ending Trans Date 999999 Type of Report al 1 Complete 2 Sales Only 3 Returns Only Number of Copies dk Store Number 0 Al11 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters 2 Invoice Reg By Customer This report shows the same information as the Invoice Reg By Number except it is printed in customer number order CS040986 Rental History Register DIM11 DATA Date mm dd yy Revi1 0 1 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Type of Report 1 1 Complete 2 Sales Only 3 Returns Only Number of Copies 1 Store Number 0 A11 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters 642 Dimensions11 3 Invoice Detail By Number Appendix B This report shows rental sales history invoices and credits including all header detail line item detail for each item on the invoice credit cycle billing information deposit information and totals It is printed in transaction number order You can print a range of transaction numbers and or transaction
189. es You are returned to Select Customer The transaction number and sale amount remain on the screen lt Esc gt Select Press Esc to select another option or correct any errors It is much easier to correct errors at this point than after the ticket is accepted printed and updated The computer displays the following options for cash transactions Select Option 1 1 Enter Money 9 Void 10 Back To Detail Lines And these for charge transactions Select Option 1 1 Written By 9 Void 10 Back To Detail Lines 8 Change To Fr Cash 1 Enter Money Cash transaction only Enter 1 to return to Step 19 to enter the deposit information again You can also change the back page information such as Written By Cust PO Ship To and so on 588 Dimensionsil Dimensionsil P Alternate Printer Appendix B 1 Written By Charge transaction only Enter 1 to return to Step 21 to enter the back page information again You can change Written By Cust PO Ship To Phone No and Notes 8 Change To Fr Cash Charge transaction only Enter 8 to change this transaction from charge to cash The sales analysis information is recorded in the customer s account but it is treated as a cash rental The computer displays the status change in the ribbon area box Charge Changed to Cash This transaction is now treated as cash which requires you to enter deposit information Go back to Step 19 9 Void Enter 9 to void thi
190. et or B oth 444 Enter A to use average cost as a basis for this report M for market cost or B to use both The default is Both Dimensionsil Sales Reports SAMPLE GROUP TOTALS WRITTEN BY REPORT mm dd yy STORE 01 SALES ANALYSIS WRITTEN BY GROUP ABC COMPANY DS003313 16 47 53 PAGE 0001 cost WRITTEN BY 1 TOM ATKINS 1 DIMENSIONAL LUMBER 2999 17 GROUP 17 20 DOORS 23 HAND TOOLS 27 DRYWALL ACCESSORIE 31 GROUP 31 RPP rRrP eg PRP eye RPRP RP RP RP ED BT II II I 57 III IO III k 60 GROUP 60 66 GROUP 66 67 II IOI IO Ik 68 III I ok 74 GROUP 74 PREPEP REP EP EP EP E PEP EP REP REP EP EP E 77 GROUP 77 97 GROUP 97 99 GROUP 99 rep gbham TOTAL 13294 12624 z gt gt WRITTEN BY 2 JANE FONDA 1 DIMENSIONAL LUMBER 4260 5 TRY OUT 446445 rep 20 DOORS w 7040 37 kkkkkkkkkkkkkkkkii 55 99 GROUP 99 10 Rreres 457810 z gt WRITTEN BY 3 TED TURNER 1 DIMENSIONAL LUMBER 12 PLYWOOD 99 GROUP 99 WRITTEN BY ZSA ZSA SCHULTZ 99 GROUP 99 WRITTEN BY 5 HARRY KARRY 27 DRYWALL ACCESSORIE 00 00 00 00 00 00 00 00 GRAND TOTALS 13294 5099 79 1253 74 24 58 478234 25888 1214 83 23 82 Dimensionsil 445 Sales Reports 6 Group Totals Customer Prints a report showing sales cost margin and percent by group in customer number order This information comes from the TOTGO D file It is saved there only if you selected to save inventory gr
191. eters Special and Unique Input Parameters Show Cost Y N Print Backorders Only Y N Page Ejects and Headings Y N 370 Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Enter Y if you wish to print backorders only N if not Enter Y if you wish to eject a new page and print a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time Dimensions11 Sales Reports SAMPLE OPEN ORDER DETAIL CUSTOMER mm dd yy STORE ALL OPEN ORDER DETAIL ABC COMPANY DS04214 11 28 47 PAGE 0001 4900718 ORDER 1000 000 ACME CONSTRUCTION 03 07 97 08 16 S 1 P 9 A 1 W 2 C 3 P 3 T 1 M MISC CUST PO OUR PO 0 DEL DATE 03 07 97 FROM BID QTY DESCRIPTION ITEM UNITS PRICE SELL EXT AVE CST MKT CST AVE 10 00 10TX4 BIMET RECIP BLADE 99000820M 10 00 1 18 11 80 1 12 1 12 5 08 150 00 2X4 10 STD amp BTR DOUG FIR DRY 1142410M 150 00 3 45 517 50 3 28 3 30 4 93 100 00 DIMENTIONAL REDWOOD CON COMMON 1349999M 100 00 2 10 210 00 2 00 2 00 4 76 150 00 2X6 96 STUD WHITE WOOD 1011121M 150 00 3 48 EA 522 00 3 31 3 48 4 89 EA EA SUBTOTAL 1261 30 1199 70 1228 20 RESALE 63 07 TOTAL 1324 37 61 60 33 10 4900719 ORDER 1000 000 ACME CONSTRUCTION 03 07 97 42 68 S 1 P 9 A 3 W 1 C 3 P 2 T
192. for all sales reports containing it its function and use is described here 358 Dimensions11 Sales Reports To Use the SELECT SALES OPTIONAL FIELD 1 Ifyou wish to use this feature to customize the report enter Y at SELECT SALES OPTIONAL FIELD while you are entering the input parameters 2 The computer displays DS04200 Select Sales Transaction Field DIM11 DATA Date mm dd vv Rev11 0 2 Port 37 Store 01 Enter Field To Check 1 Batch Number 2 Transaction Number 3 From Transaction Type 4 Port Number 5 Transaction Type 6 Customer Number 7 Transaction Date 8 Terms Code 9 Assigned By Salesman 10 Price Level 11 Written By Salesman 12 Package Number 13 Delivered By Salesman 14 Delivery Town Code 15 Loaded By Salesman more The cursor is positioned at Enter Field To Check You can do one of three options gt Enter the actual field number from the Sales Master File SMO D of the field you wish to use for comparison The field names are listed in a box on the screen with their corresponding field numbers You can scroll through the fields in the box using the up and down arrows See below gt Press Esc to go back to the input parameters screen to change them or continue printing the report 3 After selecting a field above the corresponding field name is displayed and the computer displays DS04200 Select Sales Transaction Field ABC LUMBER CO DIM98 Date mm dd yy Rev8 1 5 Port 36 Store 01 Enter Field To Check Wri
193. g of the report Print 1 Catalog 2 Mfg Enter Y to print the IM1 D catalog number Or enter 2 to print the IM1 D mfg number 376 Dimensions11 Sales Reports Vendor Number 0 All If you want to limit this report to a particular vendor enter the vendor number here Print Transaction Detail Y N Transaction detail includes transaction number delivery date and quantity If no delivery date was entered on the ticket then the transaction date prints in the delivery date column Print Backordered Qtys Only Y N Enter Y to print backordered quantities only N to print all quantities Print Items on Direct Order Y N Enter Y if you wish to print items appearing on direct orders N to print all order types SAMPLE OPEN ORDER SUMMARY ITEM mm dd yy OPEN ORDER ITEM SUMMARY ABC LUMBER COMPANY DS04217 15 42 52 STORE 01 PAGE 0001 ORDER DELV DATE QTY 01011121 2696WHITE 2X6 96 STUD WHITE WOOD 4000279 92099 ITEM TOTAL 1 TRAN SECTION TTL 01 01 GRP 1 SECTION 1 1 ITEMS 01342408 2408CC 2X4 08 CONSTR COMMON REDWOOD 4000279 ITEM TOTAL 1 TRAN 01342410 2410CC 2X4 10 CONSTR COMMON REDWOOD 4000279 01342418 2418CC 2X4 18 CONSTR COMMON REDWOOD 4000278 ITEM TOTAL 1 TRAN SECTION TTL 01 34 kkkkkkkkkkkkkkkkkkki 3 ITEMS GROUP TOTAL 01 DIMENSION LUMBER 4 ITEMS e He e He e e e e He e He e e He e He e He e He He e He ke GROUP TOTAL 12 REDWOOD 1 ITEMS 15011110 12DW 4x8 1 2 DRY WALL 4000279 92099 ITEM TOTAL 1
194. gnatures KEYS Store Number 1 99 Transaction Number Line Number 404 COMMENTS Since this is maintenance on the transaction s signature information the line number will always be 404 516 Dimensionsil Part 1 7 DS004107 Rev11 0 1 1 2 3 4 5 6 7 8 9 Sales Special Maintenance Additional Data Maintain Sales Master Additional Data Record 407 Date mm dd vv DIM11 DATA Port 37 Store 01 Store Number Transaction Number Line Number Cannot Change Batch Number Total Weight COST OF SHIPPING INVOICE NUMBER TRUCK f BILL OF LADING f VENDOR NAME c VENDOR ADDRESS VENDOR CITY STATE ZIP lt Esc gt Back lt Tab gt Forward End FILENAME SMO D Sales Master File KEYS COMMENTS Dimensions11 Type 7 record of SM0 D Additional Data Store Number 1 99 Transaction Number Line Number 407 Batch Number This program allows you to perform maintenance on the additional data record in the Sales Master File Since this is maintenance on the transaction s additional data information the line number will always be 407 Field 5 Total Weight is calculated and entered automatically when the ticket is updated Fields 6 19 are user defined in the Sales Variable File Descriptions POS Additional Fields 517 Sales Special Maintenance Part 1 8 Print Purge SMO No Header ISO9115D Print amp Purge Missing SMO DIM99 DATA Date mm dd yy Port 43
195. he line number will always be 403 cs004095 MAINTAIN RENTAL SALES MASTER HEADER 3 RECORD RSM1 D Store Transaction Line 403 Batch Rental Notes 1 Rental Notes 2 Customer P O Not Used Phone Number Area Code Rental Lines Rent Return Ln Sold Lines Total Lines Total Sold Total Rent Ret Total Min Dep Total Rented 1 2 3 4 5 6 7 8 9 ENTER OPTION A V E 654 Dimensionsil Appendix B 3 5 Rental Deposit Payments FILENAME RSM4 D Rental Sales Master File Type 4 record of RSMO D deposit payments KEYS Store Number Transaction Number Line Number 404 COMMENTS Since this is maintenance on the transaction deposit and payments the line number will always be 404 Cs004096 MAINTAIN RENTAL SALES MASTER HEADER 4 Store Transaction line ff 404 Batch Number CASH Check Other Pay 3 Other Pay 4 Other Pay 5 Other Pay 6 Other Pay 7 Other Pay 8 Other Pay 9 1 2 3 4 6 6 7 8 9 Other Pay 10 Change Deposit Received ENTER OPTION A V E Dimensions11 655 Appendix B 3 6 Print Purge RSMO No Header FILENAME RSMO D Rental Sales Master File KEYS N A COMMENTS This program is similar to Print Purge Missing SMO No Header It reads through the sales transactions in RSMO prints a list of all transactions without header records and purges them The comput
196. he store you entered above and the year found in System Manager Variable File Basic Company Information field 3 Current Fiscal Year It will also clear MTD detail for sales analysis in TOTGO D group by class assigned salesman written by salesman and customer It will also increment the calendar month stored in the General Ledger Variable File Basic Store Information field 2 Current Calendar Month If you enter Y the computer will begin the update and display All MTD totals in T20199 D have now been cleared xix All MTD totals in TOTG1 0 have now been cleared All MTD totals in REP D have now been cleared New Calendar Month is 12 xxx Normal End of Update lt Ent gt Continue Press Enter when the process is finished to return to the top of the program where you can update another store if needed Dimensionsil 545 Sales Special Maintenance Part 3 8 Print T2ssyy Data to File DS04206 Rev8 1 1 Print Totals to Text 1 Input Parameters Text File Name Blank Print to Screen Only Beginning Record Number Ending Record Number Text File Type 1 Fixed Field DIM99 DATA Date mm dd yy Port 43 Store 2 User Selected Delimiter 3 CrLf After Each Field Delimiter if File Type 2 Store Number 2 Create Text File or Print to Screen Enter Option FILENAME KEYS COMMENTS 546 E to End T2ssyy D N A This option allows you to transport totals data to a te
197. he time the item is due back in the standard time format hhmm in military time Go on to Step 14 Press Esc to back up one field to In Date Step 12 Not used Dimensions11 14 15 Dimensionsil Appendix B The computer calculates the best rate based on the dates and times and displavs the results For example New Entries Dailv Weekly 1040 000 BECK STREET CONSTRUCTION Date 11801 Time 1250 Minimum Rental 0000 Rental Amount Rate 0000 Rental Amount Rate 0000 Rental Amount Monthly Rate x Rental Amount lt Ent gt Select lt Esc gt Back To Quantity lt UpA DnA gt Scroll The computer highlights the best rate The weekly and monthly calculations are based on the options in the Variable File 6 or 7 day week calendar month or 28 day month You now have the following options lt Ent gt Select lt Esc gt Back to Quantity lt UpA DnA gt Scroll Press Enter to accept the highlighted rate Go to Step 15 Press Esc to go back to Qty in Step 9 Press the up or down arrow to scroll through the list of rates Then press Enter to select the desired rate G NOTE When you change the order into an invoice and the check in time or date is different than what was entered the computer refreshes this rental amount automatically Now you can accept or reject the detail line The computer displays New Entries Hours 85 17 Days 8 52 Daily Weeks 1 42 Weekly Date 11801 Time 1250
198. heading of the report will include the date ranges Ending Date Range 1 Enter the last date of the first range of transactions you wish to print Beginning Date Range 2 Enter the first date of the second range of sales history you wish to print using the standard date format mmddyy Ending Date Range 2 Enter the last date of the second range of transactions you wish to print Summarize Customer Jobs This option is not available is printing in customer alphabetical order Y Summarize the customer jobs N Do not summarize the jobs Print each job separately After you entering the input parameters the computer asks if you wish to continue by sorting the file Depending on the size of the Sales History File sorting could take some time Answer Y to continue by sorting or N to end this process SAMPLE SALES BY VENDOR CUSTOMER ITEM mm dd yy STORE 01 SALES BY VENDOR CUSTOMER ITEM ABC LUMBER COMPANY DS03302V 12 02 36 Page 0001 VENDOR 120 BOISE CASCADE LUMBER 01 01 99 12 31 99 01 01 98 12 31 98 CUSTOMER UNITS SELL EXT UNITS SELL EXT 1 CASH SALE 10 00 129 60 2407 39 8964 55 ACME CONSTRUCTION 5 33 2 20 533 34 618 67 ACME CONSTRUCTION 20 00 91 80 ADSFAWE 67 6 07 533 34 328 00 LAKE STATES TEST 252 00 776 92 CARSON CONTRACTING CARL 1133 35 743 20 CLASSY DOORS amp WINDOWS 20 00 57 40 FISHER S QUICK amp EASY S 1642 73 935 EVERETT COMPANY 6 00 235 VENDOR TOTAL 15 12751 VENDOR COTTER SUPPLY amp COMPANY 01 0
199. ial Orders G L Information Transfers Password Account Options Lot Descriptions lt Esc gt End Each option prints a report of the corresponding information 506 Dimensionsil Sales Special Maintenance SECTION 4 Sales Special Maintenance Dimensions11 Introduction This section contains special maintenance programs for the sales files This allows you to perform maintenance on files on a record by record basis or by a range of records therefore making it a high level function The information stored here is sensitive and should be accessed cautiously Special Maintenance Menu When you select Sales Special Maintenance from the Sales Menu another menu is displayed Sales Master SMO D Sales History SHO D Totals Order Completion OEC D Quote Selection QS1 D Each menu selection goes to another submenu of special maintenance selections The following section is organized according to this menu and its submenus Each screen is displayed and its purpose is defined It is assumed you have read Getting Started and know how to move through menus and do file maintenance See Chapter 2 System Training 507 Sales Special Maintenance Part 1 Sales Master SMO D This menu is displayed after selecting 1 for Sales Master SMO D from the Sales Special Maintenance Menu See the following 8 parts for descriptions of each option 508 Header Misc Description Detail Tally
200. ice Detail Customer 401 Invoice Detail Number 399 Invoice Posting 278 279 Invoice Posting 279 Invoice Posting Group Distribution 282 Invoice Posting Group Distribution 282 Invoice Register Cust PO 395 Invoice Register Customer 393 Invoice Register Number 391 Invoice Order Register 397 Invoices and Returns Variable File 480 item catalog number 44 mfg number 44 number 44 K K Hist 101 L LD1 D See Lot Detail File LD1 D LH1 D See Lot Header File LH1 D lien 27 115 Line lt DnA gt Insert Blank Line 46 load by loaded by 120 loaded by totals Special Maintenance 534 Lost Sales 422 Lot Detail File LD1 D 348 344 345 357 554 Lot Detail Maintenance 357 Lot Header File LH1 D 343 344 345 356 554 666 Lot Header Maintenance 356 Lots 343 Create Lots 345 Delete Lots 354 Lot Detail Maintenance 357 Lot Header Maintenance 356 Print Lot Detail 351 Print Lot Register 349 M Maintenance Status amp Values Report rentals 636 margin 94 matrix 4 messages credit 60 Messages Variable File 479 Cash In Out 483 Invoices and Returns 480 Orders 481 Quotes and Temp Quotes 482 Transfers 484 mfg number 44 Misc Store Options Variable File 456 misc notes 119 Miscellaneous Codes Variable File 495 Foreign Exchange 498 History 496 Purge Update Dates 499 Transfers 497 multiple selection 48 141 Multiple Tax Descriptions Variable File
201. iew the rental activity For example Activity Rates Activity 77000002 POST HOLE DIGGER Trans Name Mon 22 Jan 10 54 Thr 25 Jan 10 54 5000600 333 West Street Mon 22 Jan 13 11 Wed 24 Jan 13 11 5000500 ANDERSON MIKE Mon 22 Jan 13 11 Wed 24 Jan 13 11 5000501 ANDERSON MIKE lt Ent gt Continue lt Esc gt Exit Press Enter or Esc to return to Qty or Out Date lt Esc gt Reject Press Esc to end this procedure and return to the Select Rental Item Step 48 Steps 51 53 describe option 10 Rental Activity 51 Use this procedure to view the rental activity for any selected rental item If you selected 10 for Rental Activity the computer displays the standard rental item selection routine CS04090A Rental Activity DIM99 DATA Date mm dd yy Port 37 Select Rental Item lt Esc gt Exit Enter the rental item you wish to view You can enter the rental item number or a keyword Or press Esc to end this procedure and return to the previous menu 52 The computer displays a list of rental items and the standard scroll select options CS04090A Rental Activity DIM99 DATA Date mm dd yy Port 37 Select Rental Item DITCH lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To Rental No Serial No 77000001 DITCH DITCH WITCH 77000002 12 HOLE POST HOLE DIGGER 77000002 12 POST HOLE DIGGER 51515151 51515151 RUG CLEANER 51515152 51515152 RUG CLEANER Select the desired item using norm
202. ills The computer displays the same print routine as for the edit list Select Printer 0 Slave 2 99 Port No Port No lt UpA gt Search Port No Select a printer loaded with transaction forms These must be printed to a printer You do not have the option of printing them to the terminal screen After printing the computer displays a message showing how many cycle bills were generated For example cs04090C Cycle Billing DIM99 DATA Date mm dd yy Rev9 0 2 Port 41 Cvcle Bills for all stores will be generated A single store cannot be selected Now printing and updating Cvcle Bill End of Cvcle Billing print and update Total Billings 10 Press Enter to acknowledge this message and return to the previous screen where you can press Esc to end this procedure 605 Appendix B Part 2 Rental Inventory Maintenance Use this part to maintain rental items by adding items to the Rental Inventory File RIM1 D updating quantities and values changing the status to Maintenance when an item goes in for routine maintenance or repairs and then back to Available when it becomes available for rental again and calculating depreciation on rental items When you select 2 for Rental Inventory Maintenance from the Rentals Menu the following menu is displayed Add Rental Items Update Quantities amp Values Rental Item Maintenance Rental Item Depreciation The following pages explain each of these options 606 Dim
203. includes a history of each customer and what items they bought This report also uses data from the Sales History File SHO D The report prints the customer number and name store number item number catalog number description number of transactions where this item was found quantity units and sell extension DS03302C Sales By Customer Item ABC LUMBER COMPANY Date mm dd yy Rev9 0 4 Port 40 1 Input Parameters Print 1 Numerically 2 Alphabetically dl Beginning Customer 000 Ending Customer 999999 999 Beginning Item 0 Ending Item 99999999 Beginning Date MMDDYY 0 Ending Date MMDDYY 999999 Vendor Number 0 A11 Show Cost Y N Total Type 2 Items Y N Summarize Customer Jobs Y N Print Transaction Detail Y N Print Item Totals Y N Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number 0 A11 Report Date Select Customer Optional Field Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters 3 2 ZZ HHZZKZZZZ O Special and Unique Input Parameters Vendor Number 0 All Enter the vendor number you wish to print for item selection Only items with a matching vendor number will be printed You can search for vendors by pressing the up arrow The vendor name will be displayed for your verification Show Cost Y N Enter Y if you wish the report to show average cost and average cost percent as well as market cost and market cost percent Or enter N to not
204. inning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Type of Report 1 Complete 2 Sales Only 3 Returns Only Show Cost Y N Number of Copies Store Number 0 A11 Report Date Page Ejects and Headings Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Type of Report Enter 1 to print sales and returns 2 to print sales only 1 Complete or 3 to print returns only 2 Sales Only 3 Returns Only Show Cost Y N Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Page Ejects and Headings Y N Enter Y if you wish to eject a new page and print a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time Dimensions11 401 Sales Reports SAMPLE INVOICE DETAIL CUSTOMER mm dd yy STORE ALL INVOICE DETAIL BY CUSTOMER DIM11 DATA STORE 1 DS04244 14 24 32 03 01 97 THRU 03 31 97 PAGE 0001 1900729 CASH INVOICE 1 000 CASH SALE 03 20 97 16 59 S 1 P101 A 1 W 1 C 1 P 1 T 90 MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM BID QTY DESCRIPTION UNITS PRICE SELL EXT SUBTOTAL 00 STATE SALES TAX 00 TOTAL 00 1900730
205. intain T2 D Information DIM99 DATA Date mm dd yy Rev9 0 2 Port 44 Enter Store Enter Year Ex 1994 lt Esc gt End FILENAME T2ssyy D ss store number yy year KEYS N A COMMENTS The T2ssyy D file holds totals for a variety of categories accumulated through normal POS processing From this file figures are retrieved for reports such as the Daily Report Sales Tax Report Shift Reports A R reports etc After entering the store number and year of the file you wish to maintain the computer displays DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Rev9 0 2 Port 43 Enter Store 1 Enter Year Ex 1994 1999 Maintenance Will be on File T20199 D View Mode No changes will be allowed T2 or REP D records will not be locked so that all normal updating will continue Change Mode The T2 or REP D record selected to be changed will be locked as soon as it is entered This will put all ports that are updating this record on hold until the record is changed saved and unlocked V View c Change lt Esc gt Change Store Year or End V View Allows you to view the data only not allowing any changes Normal processing at other ports may continue during the view mode C Change Allows you to change data in the file locking the record in the file until the change has been completed lt Esc gt Change Store Goes back to Enter Store where you can enter another Year or End store number year combina
206. ion For example DS04080 Reprint Transactions DIM11 DATA Date mm dd yy Rev11 0 2 Port 40 Store 01 1 Enter Store Number 1 2 Enter Reprint Code 3 Enter Transaction Number 2100893 1070 000 CHRISTENSEN DAVID Balance 127 50 7375 SOUTH LUANA CIRCLE NORWALK CT From Sales History 84115 485 1187 Invoice Signature lt Ent gt Print lt Esc gt Ignore 14 Yes No Extension P Alternate Printer You have the following options lt Ent gt Print Prints the displayed ticket using the default print program as set up for normal POS An R will be printed in the heading portion of the ticket to indicate it is a reprinted transaction lt Esc gt Ignore Returns to Step 3 to select another transaction and not print the displayed one Select 14 Yes No Toggles the Yes No Extensions option as in normal Transaction Extensions POS 404 Dimensions11 Sales Reports Accept P rint P Alternate Printer Allows you to print the selected transaction on an Ticket alternate printer if the default printer is busy The procedure for printing to an alternate printer is the same as in normal POS 6 You are returned to Step 4 to enter another transaction to reprint or exit this program Steps 7 12 describe option 2 Reprint History Trans By Range 7 After you select 2 for Reprint History Trans By Range the computer displays DS04080B Reprint SHO D Trans by Range DIM11 DATA Date mm dd yy Rev10 0 2 Port 37 Store 01 Store Number 0 A11
207. ions to end the transaction 37 Ifthere are items remaining on the transaction that have not been returned the computer also asks Reprint Order Y N Enter Y to reprint the order with the changes Or enter N to not reprint the order Steps 38 43 describe option 6 Copy Invoice Return 38 This procedure allows you to create a credit from an existing rental transaction You must know the invoice or return transaction number you wish to copy before beginning this procedure If you selected 6 for Copy Invoice Return the computer displays cs04090 Copy Invoice Return DIM99 DATA Date mm dd yy Enter Transaction Number Enter the rental invoice or return transaction number Enter it without the decimal For example if the transaction number is 50005 00 enter 5000500 You can copy invoices and rentals only not orders Dimensions11 595 Appendix B 596 39 40 41 The computer displays the selected transaction For example New Entries 1 000 CASH SALES New Rental A Rental Return Min Deposit lt UpA gt Continue The cursor is positioned at Select Rental Item Press the up arrow to continue without adding any items to the transaction The computer displays the following options R Rental Returns M More Rentals A Return All Rented Items S Sell lt UpA gt Continue B Back To Customer C Cancel Q Change V Void Press the up arrow again to continue without changing the items on the transaction
208. ions11 499 Sales Variable File 11 Password Account Options This menu is displayed after selecting 11 for Password Account Options from the Sales Variable File Maintenance Menu DSVMO110 Sales Password Account Options DIM11 DATA Date mm dd vv Rev11 0 4 Port 39 Store 01 Choose Selection POS Menu POS Front Screen POS Enter Detail Screen POS Back Screen Historv lt Esc gt End See the following five parts for descriptions of each option 500 Dimensionsil Sales Variable File 1 POS Menu This screen allows you to set up password account options for the POS Order Entry Menu These options can also be set up by store See Entry Options If responses are not found for a password account the computer defaults to the responses found in Entry Options DSVM0110 POS Menu Password Acct Options DIM11 DATA Date mm dd yy Rev11 0 4 Port 37 Store 01 1 Enter Password Account POS MENU OPTIONS Recall Order Print Clear Shift Totals Recall From Current History Recall Purchase Order Fast Sale Change Store Change Date Update Sales Master Only Order to Invoice Lookup 2 3 4 5 6 7 8 9 lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help Dimensions11 501 Sales Variable File 2 POS Front Screen This screen allows you to set up password account options for the front screen These options can also be set up by store See Entry Options If resp
209. ionsil Sales Special Maintenance 3 2 User Selected Delimiter The text file will be created with a delimiting character that you specify below in Delimiter The most common delimiter is acomma However if your DOS application asks for something else you can define it A 3 Crif After Each Field The text file will be created with a carriage return line feed between each field This arranges the data in a column one field under the other Delimiter If File Type 2 You will enter this field only if you selected file type 2 for user selected delimiter Enter the character to separate each field The comma is the most common For example or 5 or Store Number Enter the store number for totals selection Only one store can be selected per text file After setting up the parameters select 2 for Create Text File or Print to Screen Now Creating Text File TOT PRN Now Printing to Text File If the filename is already in use you will have the option of creating a new text file to replace it or to change the filename Wait while the data is processed The time it takes to process the data depends on how many records are in the file and how many records are being selected Then the computer will display Completed lt Ent gt Continue This text file can now be exported from the Dimensions system to a PC See DOSCOPY or another communication program to do this Contact Dimensions support for information on
210. irections of a Dimensions Support Analyst cs004099 MAINTAIN RENTAL INVENTORY MASTER FILE RIM1 D Store 20 Tot Purch Rentalf 21 Unit Sell Serial 22 Depr Life mos Status M X 23 Maint Cycle days Descr 1 Deser 2 Non Taxable Y N Dt Last Maint yyyymmdd Cost Percent MID Maint Freq Hourly Rate XTD Maint Freq Dailv Rate LTD Maint Freq Weeklv Rate MTD Mt Exp Monthiv Rate YTD Mt Exp Min Rent Amt LTD Mt Exp Min Depos Amt MID Dep Exp Number On Hand XTD Dep Exp Number Rented LTD Dep Exp Number Reserved 34 MTD Rent Frq Dt Added yyyymmdd 35 YTD Rent Frq Not Used 36 LTD Rent Frq WODIKHUAWNE ENTER OPTION A V E 37 38 39 40 41 42 MID Rent XTD Rent LTD Rent MTD Rent Sls XTD Rent Sls LTD Rent Sls 43 MTD Rent Cst XTD Rent Cst LTD Rent Cst Last Depr Update Sold Amt Sold Date Sold Cost To delete an item from the Rental Inventory File you must view it first and then select D for delete 649 Appendix B 3 Rental Sales Master RSMO D This menu is displayed after selecting 3 for Rental Sales Master RSMO D from the Rental Special Maintenance Menu RENTAL SALES MASTER Rental Header Rental Addons Tax Payments Rental Detail Lines Rental Total Rental Deposit Pavments Print Purge RSMO No Header See the following 6 parts for descriptions of each option 650 Dimensionsil 3 1 Rental Header FILENAME KEYS COMM
211. is a new transaction enter Y to void this transaction completely or N to leave it If this is a recalled transaction enter Y to void any changes to the rental order but leave the original order intact 19 After you press the up arrow to continue the computer displays the back screen of the transaction If this is a charge transaction charge customer go to Step 21 If this is a cash transaction cash customer the computer displays 1 000 CASH SALES12345678901234567890 Subtotal Addons New Rental 225 00 Rental Return x Tax Total Ret Sold Written By iCust P O iShip To Phone No iNotes Select Pavment Method PAY 10 Cash Check PAY 3 PAY 4 Remaining 20 00 Please Enter Deposit Amount Minimum Deposit Previous Deposit Current Deposit The cursor is positioned at Current Deposit along with the minimum deposit amount set up in the Rentals Inventory File RIM1 D Either press Enter to accept the displayed deposit amount or enter a different deposit amount NOTE You can change the deposit amount the same day as entering the original rental order It is not necessary for the rental order to go through a day end update Use Recall Rental Order to change the deposit amount if needed 586 Dimensions11 20 21 Dimensions11 Appendix B Then the computer asks you to select the payment method and amount for the deposit Select Payment Method Cash Check PAY 3 PAY 4 Remaining Please En
212. is report shows each item on open orders by either item number catalog number mfg number short description or location and the following information gt Item number catalog number gt Item description gt Detail showing Order number Customer number Delivery date Quantity Units Price Sell amount Average cost Market cost Average cost percent Market cost percent gt Total for each item showing Number of transactions Total quantity on order Total units on order Total sell amount Total average cost Total market cost Total average cost percent Total market cost percent gt Subtotal for group and section This information comes from the Sales Master File SMO D DS04215 Open Order Detail By Item ABC LUMBER COMPANY Date mm dd yy Rev9 0 4 ABC CO Port 39 Store 01 1 Input Parameters Report Print Order 1 Item Number Beginning Value to Print 0 Ending Value to Print 99999999 Beginning Delivery Date MMDDYY o Ending Deliverv Date MMDDYY 999999 Vendor Number O A11 Print Transaction Detail Y N Print Backordered Qtys Only Y N Print Items on Direct Order Y N Number of Copies Store Number Report Date Select Inventory Optional Field Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Report Print Order Towards the bottom of the screen a list of options for the print order is displayed 1 5 Enter the order you wish
213. iscount taken Store number F C written off Transaction number Other adjustment Invoice amount Total non bank total of discounts Non taxable subtotal taken G L written off and Taxable subtotal other adjustments Tax amount Ratio net balance current balance Tax code and rate from A R credits Previous credits Net balance Totals Net taxable balance Non taxable Net tax payable Balance Current credits current month Total Non taxable Balance Print this report at month end before running the month end update A wide carriage printer 13 5 inches with compressed print is required for this report to print correctly Be sure to set the printer to 17 1 characters per inch CPI and 6 lines per inch LPI before printing ps02115 Sales Tax by Receipt DIM11 DATA Date mm dd yy Rev11 0 1 Port 37 Store 01 1 Input Parameters Print 1 Numerically or 2 Alphabetically A Beginning Customer 000 Ending Customer 999999 999 Print Customer Detail Y N y Print Total Page Only Y N N For Cash Sales Only SH0 Beginning Date MMDDYY 0 Ending Date MMDDYY 999999 Number of Copies uk Store Number O A11 0 Report Date mmddyy Select Sales Optional Field Y N N A wide carriage printer 13 5 inches with compress print is required for this report to print correctly The operator must set up the printer to print 17 1 characters per inch for a minimum of 13 5 inches For C ITOH printers function 12 17 and function 17 2 lt Ent gt Print
214. isplay Rental Activity Enter Quantity lt Esc gt Reject lt UpA gt Calculate Rent Amount Or for serial number items Rates Activity 77000002 POST HOLE DIGGER Date 12201 Minimum Rental Amount Rate 0000 Rental Amount Days r Daily Rate 0000 Rental Amount Weeks A Weeklv Rate 0000 Rental Amount Months B Monthly Rate a Rental Amount Days lt Ret gt Add Days lt UpA gt View Calendar lt Tab gt Display Rental Activity Enter Date Out mmddyy lt Esc gt Reject lt UpA gt Calculate Rent Amount The cursor is positioned at either Qty or Out Date Enter one of the following options Enter a quantity for non The computer calculates the rental rate based serial number items the quantity and date time range entered next Enter a date time range The computer calculates the rental rate based on the date time range and displays it For example Rates Activity 77000002 POST HOLE DIGGER Date 12201 In Date 12401 Time 1608 Time 1608 Minimum Rental Hours 20 00 Rate 0000 Rental Days 2 00 Daily Rate 0000 Rental Weeks Weekly Rate 0000 Rental Months Monthly Rate 3 Rental lt Ent gt Exit lt Esc gt Back To Date Out lt UpA DnA gt Scroll Press Enter to exit this screen and return to Select Rental Item Step 48 Or press Esc to go back to Out Date Or press the up or down arrow to scroll through the rates Dimensions11 601 Appendix B lt Tab gt Display Rental Press Tab to v
215. isplays the current batch for that store number Report Date Enter the date you wish to appear in the heading of the report Or press Tab to default to the current system date Beginning Trans Number Enter the transaction number range beginning and Ending Trans Number ending transaction numbers to include on this report Or press Tab to print all transactions that are found for the batch Dimensions11 619 Appendix B SAMPLE RENTAL TRANSACTION REGISTER mm dd yy STORE 01 COMPLETE TRANSACTION REGISTER ABC LUMBER COMPANY cs040981 10 24 36 BATCH 0000034 ABC LUMBER COMPANY PAGE 0001 TRANS CUST NAME SUBTOTAL ADDON TAX TOTAL DEPOSIT AVE PT NUMBER NUMBER FI III III III IOI IOI TOI IOI III IOI IOI IOI ITO IOI IOI ITAA ORDERS FOI III III ICICI IOI IOI II III IOI II III III ITI IOI IO ITO ITS ITI IOI I 30 00 1 000 CASH SALE CASH 231 20 300 00 ORD 1 3 31 00 6000 000 FLOWER SHOPPE ORD 1 23 32 00 1 000 CASH SALE CASH 363 20 400 00 ORD 1 12 FAI III III III IOI IOI IOI IOI ITI IOI IOI IOI TOI IOI I IOI ITAA INVOICES CREDITS 000A III III III IIT I IIT I II TO III I TOT IAI IA 30 01 1 000 CASH SALE CASH 175 00 10 94 185 94 300 00 15 00 INV 1 3 31 01 6000 000 FLOWER SHOPPE 25 00 1 56 26 56 50 00 INV 23 33 00 6000 000 FLOWER SHOPPE 25 00 1 56 26 56 50 00 RET 1 3 769 40 00 10 94 185 94 400 00 Totals Page STORE 01 COMPLETE TRANSACTION REGISTER ABC LUMBER COMPANY cs040981 BATCH 0000034 ABC LUMBER COMPANY PAGE 0002 TICKETS SUBTOTA
216. it Hold to Not Copy Ending Credit Hold to Not Copy lt Esc gt Go Back One Field lt Tab gt Go Forward One Field N c 6 12 End lt F1 gt Help Field 1 Print Discount on Invoices P to print discount on all types of transactions invoices orders returns etc as well as reprinted transactions This is the store default if no entry is found in Terms Information 407 Sales Reports The following print programs show the discount available when reprinting transactions using DS04080 Reprint Transaction and DS04080B Reprint History Trans by Range e DS04044C e DS04044D e DS04044EP e DSO40441 e DS04044H e DS04044L e DS04054 e DS04054C e DS04054H e DS04054TL2 e DS04067 e DS04067H e DS04014 e DSO4014C e DS04014R e DS04058 reprinting to terminal e DSO4105C 408 Dimensionsil Sales Reports Sales History Sales by Customer Item This menu is displayed after selecting 3 for Sales History from the Sales Reports Menu Invoice History Sales by Customer Item Sales by Port Addon Recap Then this menu is displayed after selecting 2 for Sales By Customer Item i SALES HISTORY Transactions by Item Sales By Customer By Item Sales By Vendor Customer Item Sales By Cust Select Values Sales By Item Select Values Lost Sales See the following six parts for descriptions of each report Dimensions11 409 Sales Reports 1 Sales Transac
217. it also shows the customer P O number and your P O number This information comes from the Sales History File SHO D DS04242A Invoice Register by Cust PO DIM11 DATA Date mm dd yy Revi1 0 2 STORE 1 Port 40 Store 01 1 Input Parameters Beginning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Type of Report 1 1 Complete Register 2 Sales Only 3 Returns Only Number of Copies Store Number 0 A11 Report Date Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Type of Report Enter 1 to print sales and returns 2 to print sales only 1 Complete Register or 3 to print returns only 2 Sales Only 3 Returns Only Dimensions11 395 Sales Reports SAMPLE INVOICE REGISTER CUST PO mm dd yy STORE ALL INVOICE REGISTER BY CUST PO DIM11 DATA STORE 1 DS04242A 14 06 57 03 01 97 THRU 03 31 97 PAGE 0001 ST TRANS CR SHIP TO DATE CUST PO OUR PO TOTAL AVE MKT M P WBX NUMBER 1900729 a CASH SALE 32097 1900730 x CASH SALE 32197 1900731 x CASH SALE 32197 1900732 CASH SALE 32197 2900777 P STORE 2 TRANSFER ACCOUNT 32697 2900778 A STORE TRANSFER ACCOUNT 32697 7000003 x STORE TRANSFER ACCOUNT 32697 7000004 2 STORE TRANSFER ACCOUNT 32697 7000005 STORE TRANSFER ACCOUNT 32697 7000006 x STORE TRANSFER ACCOUNT 32697 7000007 STORE TRANSFER ACCOUNT 32697 7000008 STORE TRANS
218. l 104 Q Chnge 105 V Void 106 end detail lines 103 lt UpA gt Cont 103 C Cancl 103 I Inq 104 M More 103 Q Chnge 104 R Revu 103 T Tally 104 V Void 104 enter date notified 232 enter new item number special orders 234 Dimensionsil Enter Transaction 13 accept print ticket 122 accept reject line decision 101 addons 108 Cash In Out 15 Cash Sale 16 Charge Sale 18 comment subtotal line 97 costs margin 94 credit hold release 72 credit limit release 73 Daily Balancing 20 delete line 99 discounts 92 due date less than transaction date 77 end detail lines 103 C Cancel 104 Q Chnge 105 V Void 106 expired bid 76 F Open Orders 63 Filing Tickets 27 G Open Quotes 66 H Open Temp Quotes 69 insert line 98 No Sale 30 O Options 56 bid 57 class customer 58 each pricing 57 increment line 58 inquiry customer 61 messages credit 60 price level 60 salesman assigned 61 terms customer 61 transactions activity 58 type transaction 62 Order 31 price 89 quantity 80 Quote 33 Reprint Invoice Return Transfer Cash In Out 35 Reprint Order 38 Return Cash amp Charge 39 ribbon area data 118 sales tax 110 select payment method 116 select transaction 111 Select Search for a Customer 41 Select Search for an Item 44 signatures 74 tally 83 Temp Quote 49 Dimensions11 transaction entered to wrong customer 50 Void Delete 51 Entry Option Variable
219. l item or end this procedure Dimensions11 Part 2 3 PURPOSE Appendix B Rental Item Maintenance This program allows you to change the status on rental item when it is to have schedule maintenance performed such as cleaning or repairs When a rental item is in maintenance it is not available for rental The system does not allow it to be selected during Rental Transaction Entry After the maintenance is completed change the status back to Available using this program and enter the dollar value used for the maintenance This program updates values into the Rental Inventory File RIM1 D but not to the General Ledger The General Ledger entries are normally posted to the through the Accounts Payable procedure Enter Invoices PROCEDURE 1 2 Dimensions11 From the Rentals Inventory Maintenance Menu select 3 for Rental Item Maintenance The computer displays cs040961 Maintenance Status amp Values DIM99 DATA Date mm dd yy Rev8 1 1 Port 42 Store 01 Store Number 1 Serial Number Items Only Y N Y lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Change Store Jump To tes Last Maint Rental Serial 77000002 12 POST HOLE DIGGER Available 53100 The cursor is positioned at Jump To Using normal scroll select procedures select the rental item for which you wish to change status Press Enter when the desired item is highlighted Continue to Step 3 Or press Esc to go to Store Nu
220. lays cs04090 Rental Recall DIM99 DATA Date mm dd yy Scroll Select by Phone Number Scroll Select by Customer Select by Transaction Number Enter Transaction Number If you know the exact rental order number you wish to view enter it here Enter it without the decimal For example if the transaction number is 50005 00 enter 5000500 Continue to Step 27 591 Appendix B 27 Once you have selected a rental order by any of the three methods the computer displays it For example 1031 000 ANDERSON MIKE 1 77000001 DITCH WITCH 1 42Wk 200 0000 2 77000002 POST HOLE DIGGER 2 00Dy 75 0000 Rental Return R Rental Returns M More Rentals A Return All Rented Items lt UpA gt Continue B Back To Customer C Cancel Q Change V Void The options listed at the bottom of the screen are the same as described in Step 18 At this point select R for Rental Returns if this customer is returning the rental item Or if any of the lines have been returned and you select the Sell option the computer asks the following Select 1 Sell A Rental Returned Line 2 Select A Rental Item To Sell Option 1 takes cycle bills and the amount invoiced on the transaction and credits a portion of the remaining rent to calculate the price Option 2 allows you to select a rental item that is not already on the transaction to sell 28 The computer allows you to select the line number of the item being returned It displays Return Rentals 1031 000
221. les history Currently there is only one option for this field Enter 1 for Method 1 If a customer rents an item for several months and decides to purchase it the selling price reflects a credit for the first full month s rental and 85 of any other previous months fees In order to use this method you must recall the order with the rental item and then sell the item If you sell an item that isn t on a recalled order the computer prices the item normally Currently there is only one option for this field Enter 1 for Daily The Daily Cycle Billing program CS04090C calculates the amount to be invoiced based on actual days between the system date and the check out date and also the Monthly Billing Period code above For example a charge customer checks out rents equipment on March 15 the first invoice is created on April 15 and so on for every month thereafter The invoice created when the customer returns the item is calculated for the amount of time between the last cycle bill created the current date only Enter 1 print all rental transactions on an 8 5 form 2 to print on an 11 form or 3 to print like an 8 5 form on an 11 form Option 3 accommodates the rental agreement language that may be preprinted on the forms Enter 1 to not print company name and address on transaction forms preprinted forms Or enter 2 to print the company name and address on rental transaction forms blank forms or blank paper
222. llows you to run the update no more than once a month because it increments the last depreciation date by one month each time you run the update This program updates values into the Rental Inventory File RIM1 D but not to the General Ledger The General Ledger entries are normally posted through the General Ledger procedure Enter Journal Entries PROCEDURE 1 2 Dimensionsil From the Rentals Inventorv Maintenance Menu select 4 for Rental Item Depreciation The computer displavs cs040970 Update Depreciation Expense DIM99 DATA Date mm dd yy Rev9 0 1 Port 38 Store 01 1 Input Parameters Beginning Rental Item 0 Ending Rental Item 99999999 Store 0 A11 d Report Date MMDDYY mmddyy 2 Print Edit List 3 Update Depreciation Expense Enter option E End 1 Input Parameters Check the input parameters then enter one of the following options 1 Input Parameters Enter 1 to change any of the displayed input parameters These parameters are used for both the edit list and the update program See Steps 3 7 2 Print Edit List When the input parameters are correct enter 2 to print the edit list to show the calculated depreciation amounts You must print the edit list before updating the depreciation amounts See Steps 8 9 3 Update Depreciation When the edit list is correct and you wish to update Expense the depreciate calculations enter 3 See Steps 10 11 E End Enter E to end this procedure and return to the
223. lp 470 Dimensionsil 3 Password Account Print Programs Sales Variable File This screen allows you to set up the programs by password account for cash and charge transactions printed on the default and alternate printers Transaction Type 1 Cash Transaction Descriptions DSVMO104 Rev10 0 1 DIM11 DATA Sales Password Account Print Programs Enter Password Account Transaction Type By Selected Printer 1 Record Number 12 9999 0 CASH PRINT PROGRAMS FOR DEFAULT PRINTER Invoices Returns Orders Quotes Temp Quotes Cash In Out lt Esc gt Go Back One Field lt Tab gt Go Forward One Field sEnd Transaction Type 2 Charge Transaction Descriptions DSVMO104 Rev10 0 1 Sales Password Account Print Programs DIM11 DATA 1 Enter Password Account 2 Transaction Type 2 3 Selected Printer 1 4 Record Number 12 9999 0 CHARGE PRINT PROGRAMS FOR DEFAULT PRINTER Invoices Returns Orders Quotes Temp Quotes Transfers lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End Dimensions11 Date mm dd yy Port 39 Store 01 lt F1 gt Help Date mm dd yy Port 39 Store 01 lt F1 gt Help 471 Sales Variable File 4 Custom Transaction Descriptions This screen allows you to define special descriptions to be printed on the POS ticket For example you can have the computer print BILL OF LADING instead of ORDER These custom de
224. lphabetic characters such as part of the item description and press Enter to scroll through the Rental Inventory File in keyword order lt DnA gt Press the down arrow to change the store number lt Esc gt Press Esc to exit this program and go back to the previous menu lt Esc gt Exit Press Esc to exit this program and go back to the previous menu 3 Once you are in the search mode you have the standard tools to search for other rental items lt Ent gt Select lt UpA DnA gt Scroll Page Down Page Up lt Esc gt Exit Jump To The cursor is positioned at Jump To The first item on the list is highlighted Select the item using the standard search select tools Be sure to press Enter when the desired item is highlighted 4 After you select an item the computer displays it For example CS04099B Update Quantities amp Values DIM99 DATA Date mm dd yy Rev8 0 0 Port 37 Store 01 1 77000001 DITCH WITCH H Current Received Quantity Quantity Quantity Unit Cost 511 3333 Unit Cost Unit Cost Purchase Amt 1534 00 Purchase Amt Purchase Amt Enter Received Quantity lt Esc gt Back To Select Item Dimensions11 611 Appendix B NOTES 612 The computer displays the current quantity unit cost and purchase amount of the selected item in the Current column The cursor is positioned at Quantity in the Received column Enter one of the following options Enter a received quantity If you are ad
225. ly make sure that all tax code descriptions in the Variable File begin with the 2 letter state abbreviation If they are not entered correctly the program will still sort by the first 2 characters whatever they are This could produce a rather meaningless report Because this report comes from the Sales History File and it must sort through the entire file to get it in tax code or state tax code order it could take a considerable amount of time to print depending on the size of SHO D DS04208 Sales Tax Report SHO DIM99 DATA Date mm dd yy Rev9 0 3 Port 39 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date o Ending Trans Date 999999 Beginning Tax Code 0 Ending Tax Code 999 Sort by Method 4 1 Transaction 2 Tax Code 3 State Tax Code Print Daily Totals Y N Page Break Between Tax Codes Y N Number of Copies Store Number Report Date mmddy Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Beginning Trans Number Enter the first transaction number of the range you wish to include on this report Or press Tab to begin with the first transaction Ending Trans Number Enter the last transaction number of the range you wish to include on this report Or press Tab to use all remaining transactions Beginning Trans Date Enter the first transaction date of the range you wish to include on
226. m Sales by Port Addon Recap This menu is displayed after selecting 1 for Invoice History Invoice Register Number Invoice Register Customer Invoice Register Cust PO Invoice Order Register Invoice Detail Number Invoice Detail Customer Reprint Transactions See the following seven parts for descriptions of each report 390 Dimensionsil Sales Reports 1 Invoice Register Number This report shows a summary register one line per transaction showing sales and returns in transaction number order The report includes the transaction number customer number and name Y if credit was released CR ship to address date addons tax total average and market percents if selected expected gross margin indicator if over if under price source if other than automatic and written by code This information comes from the Sales History File SHO D which is updated during day end There is a setting in the Variable File which determines whether sales are saved to sales history or not Sales and returns can be made for cash or charge customers DS04241 Invoice Register by Number Rev11 0 1 STORE 1 1 Input Parameters Beginning Trans Number Ending Trans Number Beginning Trans Date Ending Trans Date Type of Report 1 Complete Register 2 Sales Only 3 Returns Only Number of Copies Store Number Report Date Select Sales Optional Field Y N
227. mation 2 Password Account Options 98 Change Store lt Esc gt End See the following three parts for descriptions of each option Dimensions11 Date mm dd yy Port 37 Store 01 485 Sales Variable File 1 Special Order Information This screen stores the special order transaction number As each special order is entered it is automatically assigned the next transaction number stored here incrementing by 1 It also tracks the purge date updated when a purge is performed on the special order files 486 DSVMO111 Special Orders Information DIM11 DATA Date mm dd vv Rev10 0 3 Port 37 Store 01 STORE INFORMATION 1 Next Special Order Transaction Number COMPANY DEFAULTS all stores 2 Purge Through Date MMDDYY 3 Verify Special Order Receipts in POS Y N lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimensionsil Sales Variable File 2 Password Account Options This screen allows you to determine where the special order option will appear on menus POS and or Purchasing amp Receiving It also controls Enter New Item Number and Correct Special G from appearing on these menus This is set up by password account DSVM0111 Special Orders Password Acct Options DIM11 DATA Date mm dd yy Rev10 0 3 Port 37 Store 01 1 Enter Password Account POS ORDER ENTRY 2 Allow Special Orders on Menu 3 Allow Enter New Item Number 4 Allow Correct Special Order Cost PO RECEIVING 5 Allow
228. mation on numbering items Rental items use the same Variable File information for as standard inventory items Do not combine rental items and standard inventory items in the same group number because the General Ledger accounts for the asset posting for sales need to be different Dimensions11 Dimensions11 3 Serial Number 5 Descr 1 6 Descr 2 7 Non Taxable Y N 8 Cost Percent 9 Hourly Rate 10 Daily Rate 11 Weekly Rate 12 Monthly Rate 13 Minimum Rent Amount Appendix B Enter the serial number for this rental item up to 15 alpha numeric characters The computer displays the serial number in the search routine in Rental Transaction Entry This field may be left blank if there is no serial number for the item Enter the item description in these two fields up to 21 alpha numeric characters in each The computer displays both descriptions on the screen after you select the item in Rental Transaction Entry However the computer uses only Descr 1 to print on the transaction and to build the keyword index Enter Y if the item is non taxable Enter N or leave blank if the item is taxable Tax calculations are based on item and customer tax code setups If either the item or the customer is non taxable no tax will be calculated Enter the percentage to use in Rental Transaction Entry for calculating the rental cost and the selling cost 99999 99 If this field is 0 zero the computer calculates the cost
229. mber if you need to change the store number or Serial Number Items Only Y N The computer displays cs040961 Maintenance Status amp Values DIM99 DATA Date mm dd yy Rev8 1 1 Port 42 Store 01 Item Serial Number Description Maintenance 77000002 POST HOLE DIGGER Freq Amount 25 00 25 00 Last Maintenance Date 53100 lt S Bar gt Change Status lt Ent gt Continue The information displayed in the top part of the screen comes from the Rental Inventory File RIM1 D showing the last maintenance date frequency and rates The cursor is positioned next to Status showing the current status of the item Maintenance or Available Enter one of the following options 613 Appendix B NOTES 614 lt S Bar gt Change Status Press the space bar to toggle the status from Maintenance to Available or vice versa Continue to Step 4 lt Ent gt Continue Press Enter to accept the displayed status Skip to Step 7 Esc Press Ese to end this step and return to Step 2 Jump To If you are changing the status from Maintenance to Available the computer displays cs040961 Maintenance Status amp Values DIM99 DATA Date mm dd yy Rev8 1 1 Port 42 Store 01 Item Serial Number Description Maintenance 77000002 POST HOLE DIGGER Amount Last Maintenance Date 53100 Available Maintenance Date 1240 Maintenance Amount 00 lt S Bar gt Change Status lt Ent gt Continue The cursor is positioned next to Statu
230. mputer asks if you wish to continue by sorting the Sales History File looking for transactions that match the parameters Do You Wish To Begin Sorting Y N Enter Y to begin the sort process Depending on the size of the Sales History File the sort could take awhile to run Or enter N to discontinue the sort process and return to the input parameters to enter new ones or end this process DS04252 Addon Recap Report DIM11 DATA Date mm dd yy Rev11 0 1 Port 38 Store 01 1 Input Parameters Report Print Options 1 Cust Class Totals Beginning Written By 0 Ending Written By 9999 Beginning Class o Ending Class 99 Beginning Trans Date 0 Ending Trans Date 999999 Addon Code 1 99 a Number of Copies Store Number O A11 Report Date Select Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Report Print Options 1 Customer Class Totals Prints in customer class order showing written by and addon information for each class 2 Written By Totals Prints in written by order showing addon information for each written by 3 Transaction Detail Prints in written by order showing customer class and transaction detail transaction date transaction number addon amount for each written by Beginning Written By Enter the first written by code you wish to include on this report Or press Tab to begin with the first written by found for transactions in the Sales History Fil
231. mputer displays DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Store 01 Port 43 Year 99 Cash Return Daily Month To Date Year To Date 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Of Tickets 00 00 00 Of Lines 00 00 00 BJDVMUBWNH Enter Line To Change lt Esc gt End 536 Dimensionsil Dimensions11 14 Charge Return Sales Sales Special Maintenance The computer displays DS003120 Maintain T2 D Information Store 01 Year 99 Charge Return Sales Cost Market Addons Tax Total Number Of Tickets Number Of Lines 1 2 3 4 5 6 Ts 8 Enter Line To Change 15 Charge Transfers DIM99 DATA Daily Month To Date 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 lt Esc gt End Date mm dd yy Port 43 Year To Date 00 00 00 00 00 00 00 00 The computer displavs DS003120 Maintain T2 D Information Store 01 Year 99 Charge Transfer Sales Cost Market Addons Tax Total Number Of Tickets Number Of Lines DIKHRUAWNE Enter Line To Change 16 Cash In Out DIM99 DATA Daily Month To Date 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 lt Esc gt End Date mm dd yy Port 43 Year To Date 00 00 00 00 00 00 00 00 The computer displavs DS003120 Maintain T2 D Information Store 01 Year 99 Cash In Out 1 T
232. n How To Use This Section The options in this section are written following a standard pattern Each option begins on a new page The filename and kevs if applicable are defined The purpose of the option is stated in COMMENTS A sample screen of the input parameters is presented VVVV VI Any special fields or unique instructions are explained Dimensionsil 647 Appendix B 1 Rental Customer RCM1 D FILENAME RCM1 D Rental Additional Customer File KEYS Customer Number COMMENTS Use this program to view or edit unfiltered rental customer data The maintenance on this file would usually be done through the regular programs but there may be occasions where you need to use this program under the directions of a Dimensions Support Analyst cs004098 MAINTAIN RENTAL ADDITIONAL MASTER FILE RCM1 D Customer Number MTD Rented Sales MTD Rented Cost YTD Rented Sales YTD Rented Cost MTD Sold Amount MTD Sold Cost YTD Sold Amount YTD Sold Cost ENTER OPTION A V E 648 Dimensionsil 2 Rental Inventory RIM1 D FILENAME KEYS COMMENTS Dimensions11 RIM1 D Rental Inventory File Store Number Rental Number item number Serial Number Appendix B Use this program to view edit or delete unfiltered rental inventory data The maintenance on this file would usually be done through the regular programs but there may be occasions where you need to use this program under the d
233. n status on hand and rented quantity It shows information from the Rental Activity screen CS04090A which can be accessed from the Rental Transaction Entry Menu cs040989 Rental Activity by Item DIM11 DATA Date mm dd yy Rev11 0 0 Port 37 Store 01 1 Input Parameters Beginning Item 0 Ending Item 99999999 Beginning Date MMDDYY o Ending Date MMDDXX 999999 Number of Copies By Store Number O A11 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters Dimensionsil Appendix B 9 Rentals Sales Tax Report This report is similar to the sales tax report that comes from the Sales History File SHO D however it uses the Rental Sales History File RSHO D to obtain sales tax information from rental transactions It can be sorted by one of three methods transaction number tax code or state tax code The state tax code option expects the first 2 characters of the tax code description in the Sales Variable File Sales Tax Sales Tax Options field 2 to be the first 2 letters of the state abbreviation The program sorts all the transactions in the range selected by state abbreviation and then by tax code within that state For this to work properly make sure that all tax code descriptions in the Variable File begin with the 2 letter state abbreviation If they are not entered correctly the program will still sort by the first 2 characters whatever they are This could produce a rather meaningless report CS
234. n Quotes 378 Open Order Quote Written By 388 Open Quote Detail Customer 385 Dimensions11 Open Quote Detail Number 383 Open Quote Register Customer 381 Open Quote Register Number 379 Open Quotes by Expiration Date 387 Rentals Customer Sales amp Rentals 639 Maintenance Status amp Values 636 Rental Asset 634 Rental Net Value 635 Rental Open Orders 640 Rental Pricing amp Status 638 Rental Sales amp Cost Analysis 632 Rental Sales History 642 Rentals Sales Tax Report 645 Sales Analysis 435 Daily Report 439 Group Sales Analysis by Department 448 Group Totals Assigned Sman 443 Group Totals Class 441 Group Totals Customer 446 Group Totals Written By 444 Sales Analysis Report 436 Sales Weight by Loaded Rep 449 Sales History Addon Recap 425 Invoice History 390 Invoice Detail Customer 401 Invoice Detail Number 399 Invoice Register Cust PO 395 Invoice Register Customer 393 Invoice Register Number 391 Invoice Order Register 397 Reprint Trans By Range 405 Reprint Transaction 403 Sales by Customer Item 409 Lost Sales 422 Sales By Cust SelectValues 416 Sales By Customer By Item 412 Sales By Item Select Values 420 Sales By Vendor Customer Item 414 Sales Transactions by Item 410 Sales by Port 424 Sales Tax 427 Sales Tax Receipt Report 429 Sales Tax Report 428 Sales Tax Report SHO 432 Variable File 506 reprice ticket 1
235. ndix B lt Ent gt Select Press Enter to select the highlighted item Continue entering the line item in Step 9 lt UpA DnA gt Scroll Press the up or down arrow to scroll through the displayed list Page Down Allows you to page down using the last item displayed as the first item of the new display Page Up Allows you to page up using the first item displayed as the last item of the new display lt Esc gt Exit Press Esc to end this routine and return to Select Rental Item in Step 6 Jump to To quickly go to another area of the item list enter another beginning number to search 9 After you select an item the computer displays more information about it and allows you to enter the rental quantity For example New Entries 1040 000 BECK STREET CONSTRUCTION 1 77000001 DITCH WITCH Minimum Rental Rate 0000 Rental Daily Rate 0000 Rental Weeklv Rate 0000 Rental Monthly Rate Rental lt Tab gt Display Rental Activity Enter Quantity lt Esc gt Reject lt UpA gt Calculate Rent Amount NOTE If you selected a rental item with an assigned serial number skip this step and do not enter a quantity The computer assumes a quantity of 1 The cursor is positioned at Qty You have the following options Enter the quantity Enter the rental quantity Go on to Step 10 lt Esc gt Reject Press Esc to reject this item and return to Step 6 to select another rental item Dimensionsil 579 Appendix B l
236. ng Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Type of Report 1 Complete Register 2 Sales Only 3 Returns Only Number of Copies Store Number 0 A11 Report Date Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Type of Report Enter 1 to print sales and returns 2 to print sales only 1 Complete Register or 3 to print returns only 2 Sales Only 3 Returns Only Dimensions11 393 Sales Reports SAMPLE INVOICE REGISTER CUSTOMER mm dd yy STORE ALL INVOICE REGISTER BY CUSTOMER DIM11 DATA STORE 1 DS04242 13 42 00 03 01 97 THRU 03 31 97 PAGE 0001 ST TRANS CR SHIP TO DATE ADDONS TOTAL AVE MKT M P WBX NUMBER 1900729 a CASH SALE 32097 1900730 CASH SALE 32197 1900731 CASH SALE 32197 1900732 a CASH SALE 32197 2900777 STORE 2 TRANSFER ACCOUNT 32697 2900778 STORE 2 TRANSFER ACCOUNT 32697 7000003 STORE 2 TRANSFER ACCOUNT 32697 7000004 STORE 2 TRANSFER ACCOUNT 32697 7000005 8 STORE 2 TRANSFER ACCOUNT 32697 7000006 STORE 2 TRANSFER ACCOUNT 32697 7000007 STORE 2 TRANSFER ACCOUNT 32697 7000008 f STORE 2 TRANSFER 32697 7000009 7 STORE 2 TRANSFER 32697 7000010 STORE 2 TRANSFER 32697 7000011 STORE 2 TRANSFER 32797 7200000 a STORE 1 TRANSFER 32697 7200001 4 STORE 1 TRANSFER 32697 7200002 STORE 1 TRANSFER 33197 7200003 A STORE 1 TRANSFER 33197 7200004 x STORE 1
237. nging of Silent Options in POS Front Screen 568 Dimensions11 Step 4 Modify Day End Project Rental transactions post to the Rental Sales History and General Ledger files in a batch similar to standard Point of Sale transactions The report programs and updates have different program names than the standard Point of Sale reports and updates so they need to be added to the Day End project In addition the keyword index program should be run every day to optimize the keyword search capability Also cycle billing may or may not Dimensions11 need to be run every day Appendix B Add the following programs to the Day End project using normal job project editing procedures SuperDOS uses EDIT Unix uses vi See Part 3 in Rental Procedures for detailed instructions on each program Program Description Program Name Job Name Comments Rental Transaction Register CS040981 CF40981 Prints to file Rental Transaction Detail CS040982 CF40982 Prints to file Rental Day End Update CS04093 CF4093B Prints to file Build Rental Keyword Index CS04091K CJ 4091K Rental Sales History Purge CS04090U CJ 4090U Cycle Billing Edit List amp CS04090C CJ 4090C Prints to printer Print Rental Register File CZ 40981 Print Rental Detail File CZ 40982 Print Rental GPOST CZ4093G Print Rental Update Messages CZ04093M 569 Appendix B Step 5 Add Rental Items 570 Use this step to add items to
238. nning Customer Number 000 Ending Customer Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Show Cost Percents Y N Print Backorders Only Y N Number of Copies Store Number 0 All Report Date Select Sales Optional Field Y N Special and Unique Input Parameters Show Cost Percents Y N Print Backorders Only Y N Dimensions11 E End 1 Input Parameters Date mm dd yy Port 36 Store 01 Enter Y if you wish to print the average and market cost percents or N to leave them off the report Enter Y if you wish to print backorders only or N to print all orders 365 Sales Reports SAMPLE OPEN ORDER REGISTER CUSTOMER mm dd yy STORE ALL OPEN ORDER REGISTER ABC COMPANY DS04212 09 54 40 PAGE 0001 ST TRANS CR SHIP TO TOTAL DEPOSIT BALANCE P WBY NUMBER 4900687 4900691 4900695 4900699 4900704 4900705 4900708 4900711 4900713 4900714 4900733 4900744 4900749 4900750 4900752 4900757 4900759 4900760 4900766 4900767 4900772 CASH SALE 101196 CASH SALE 120396 CASH SALE 12497 CASH SALE 12997 CASH SALE 21097 CASH SALE 21097 CASH SALE 22597 CASH SALE 22797 CASH SALE 30697 CASH SALE 30697 CASH SALE 31497 CASH SALE 32097 CASH SALE Ship Name 32897 CASH SALE Ship Name 32897 CASH SALE 40997 CASH SALE Ship Name 42197 CASH SALE 51997 CASH SALE 51997 CASH SALE 61997 CASH SALE 62097 CASH SALE 82297 4900779 CASH SALE 92497 4900603 CASH SALE 40997 4900718 ACME CONSTRUCT
239. ns Please Select Printer 0 Slave l Terminal 2 999 Port No Enter 0 to print to a slave printer 1 to print the terminal screen or a port number of an alternate printer E End Enter E to end this procedure and return to the previous menu lt Ent gt Reprint Press Enter if the parameters are correct and you wish to continue by printing the selected transaction s to the default printer 10 Ifyou selected to sort by zip code the computer sorts the customer file at this point 11 The computer prints the transaction to either the default printer or an alternate printer as selected above 406 Dimensionsil Sales Reports 12 You are returned to 2 Beginning Date to select another transaction or transactions to reprint Or press Esc three times to end this procedure and NOTES return to the previous menu There is a Variable File setting that controls printing the available discount amount on reprinted transactions Set up the option in A R Variable File Terms Information DSVM0201 for each affected terms code and in Miscellaneous Codes DSVM0201 for the store default as shown below Terms Information DSVM0201 DSVMO201 Rev10 0 1 A R Terms Information Store Number 1 Terms Number 1 99 1 Description Description for Invoice Due Date Days NET 30 TERMS CODE 1 FINANCE CHARGES Finance Charge Code Monthly Finance Charge 1 Dollar Limit for FC 1 Monthly Finance Charge
240. ns will be purged thru the specified date Maximum Records 102 Number of Active Records 102 Rental Sales History File is 100 Full Purge Only if Invoice has been paid Y N N Transactions will be purged thru 62498 lt Ent gt Continue lt Esc gt End lt UpA gt Change Parameters NOTES Dimensions11 627 Appendix B Part 3 7 Recalculate Quantity Rented This program is similar to Recalculate On Order On Reserve It reads through the open transactions in RSMO D sums the quantity of each item rented and writes it back to the RIM1 D file cs04099 Calculate Number Rented DIM11 DATA Date mm dd yy Rev10 0 1 Port 39 Store 01 The Number Rented is Calculated as Follows Step 1 Clear current Number Rented values in Rental Inventory file Step 2 Read current Rental Orders and generate new Number Rented values Note This program restores the correct Number Rented values for all stores Do You Wish to Continue Y N NOTES 628 Dimensionsil Appendix B Part 3 8 Cycle Billing Cycle Billing creates monthly invoices for items that are rented for more than a month by charge customers It creates an invoice on the customer s account and keeps track of the amount that has been invoiced by this program on the original order Invoices are created every month The first invoice is created one month from the original order When the customer returns the item the final invoice rental fee is calculated
241. nsaction as explained in Step 21 Then the computer allows you to accept and print the transaction It displays at the bottom of the screen lt Ent gt Accept lt Esc gt Select P Alternate Printer Dimensions11 Enter one of the following options lt Ent gt Accept Press Enter to accept the transaction and proceed to print it The transaction is assigned a new transaction number and is printed according to the Variable File setup Printer Assignments in System Manager controls which printer is used as the default and the Rental Options in the Rental Variable File defines which print program is used The transaction is updated to the proper files You are returned to Select Customer The transaction number and sale amount remain on the screen 597 Appendix B 598 lt Esc gt Select Press Esc to select another option or correct any errors It is much easier to correct errors at this point than after the ticket is accepted printed and updated The computer displays the following options for cash transactions Select Option 1 1 Invoice 9 Void 2 Return Credit 10 Back To Detail Lines Back To Addons Tax Correction IM IM LIAM ANTI Select Option 1 1 Invoice Void 2 Return Credit Back To Detail Lines Back To Addons 8 Change To Fr Cash Tax Correction 1 Invoice Enter 1 to make this transaction a new invoice with a new transaction number 2 Return Credit Enter 2 to make this trans
242. nt 16 Tally Amount 17 Tally Amount 18 Tally Amount 19 Tally Amount 20 Type 2 3 Total Footage 3 Line Number 20001 50000 FILENAME SH4 D Sales History File Type 4 record of SHO D Tally Record KEYS Store Number 1 99 Transaction Number Line Number 20001 50000 COMMENTS These are the tally amounts for individual lines on a POS ticket There can be up to 10 tallies per item for regular Point of Sale or 30 for the wholesale option Lines 201 400 Lines 401 610 Lines 611 800 tallies 1 10 tallies 11 20 tallies 21 30 The tally amounts work in pairs the first showing the number of pieces and the second showing the length For example 5 TALLY AMOUNT 1 6 TALLY AMOUNT 2 7 TALLY AMOUNT 3 8 TALLY AMOUNT 4 etc 526 of pieces in 1st tally length of 1st tally of pieces in 2nd tally length of 2nd tally Dimensionsil Sales Special Maintenance Part 2 6 Totals DS004205 Sales Historv Totals Data Batch Number Tax Code 1 999 Tax Source Tax Amount Total Taxable Accumulated Deposit Total Discountable Addon Code 1 Addon Code 2 Addon Code 3 Addon Amount 1 Addon Amount 2 Addon Amount 3 Subtotal Total Tot Cost Ext Cash Check Other Pay Code 3 Other Pay Code 4 Other Pay Code 5 Change Amount Other Pay Code 6 Total Deposit Ticket Price Override P Ticket Low Margin Ticket High Margin Total Delivery
243. nt of line instead of ORDER Does not print prices For Okidata 393 printer Does not print prices For Okidata 393 printer Prints amount of line instead of ORDER Preprinted form has company name and address already printed on it Blank form does not have company name and address already printed on it The computer will print the company name and address on each ticket 468 Dimensions11 Sales Variable File TABLE E All Transactions Other SPECIAL POINT OF SALE Paper Form Notes Plain paper Charge and cash transactions Limited printing company name transaction number and type date and time customer number and name assigned sales rep port written by sales rep and total DS04019 Skips printing Requires Enter to continue DS04019N Skips printing Does not require Enter to continue Dimensions11 469 Sales Variable File 2 Alternate Printer Programs This screen allows you to set up the programs for cash and charge transactions printed on an alternate printer if selected at the back screen of POS DSVM0104 Sales Alternate Printer Programs DIM11 DATA Date mm dd yy Rev10 0 1 Port 39 Store 01 PRINT PROGRAMS FOR ALTERNATE PRINTER CASH TRANSACTIONS CHARGE TRANSACTIONS Invoices 7 Invoices Returns 8 Returns Orders 9 Orders Quotes 10 Quotes Temp Quotes 11 Temp Quotes Cash In Out 12 Transfers lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt He
244. nter Y if you wish to print the group totals at the end of each group N if not 632 Dimensions11 Appendix B SAMPLE RENTAL SALES amp COST ANALYSIS REPORT mm dd yy STORE 01 RENTAL SALES AND COST ANALYSIS DIM11 DATA cs040971 10 05 33 REPORT VALUE LIFE TO DATE PAGE 0001 STR RENTAL SERIAL f DESCRIPTION MAINT TOT COST NET PROFIT 1 51515151 51515151 RUG CLEANER si a 36 00 6 00 1 51515152 51515152 RUG CLEANER 231 96 04 SECTION TTL 5l 51 iikkikkkkkikkkikikikik 267 96 04 GROUP TOTAL 51 GROUP 51 A z 267 96 04 1 77000001 DITCH WITCH 1 77000002 12 POST HOLE DIGGER SECTION TTL 77 00 kikkikkikkikkikikkik GROUP TOTAL 77 RENTALS Dimensions11 633 Appendix B 2 Rental Asset This report generates a list for periodic review of the rental items for valuation It uses life to date values for all selected items on the report It is also used to review items for selling or disposal cs040972 Rental Asset Report DIM11 DATA Date mm dd yy STORE 1 Port 37 Store 01 1 Input Parameters Beginning Rental Item 0 Ending Rental Item 99999999 Print Detail Lines Y N Y Print Section Totals Y N Print Group Totals Y N Number of Copies Store Number 0 A11 Report Date mmddyy This report will print Life to Date values for all rental items selected lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Rental Item Enter the first rental item number to in
245. nts F C write offs and other adjustments 7 70 10 00 17 70 Ratio of net balance R to current balance from A R credits RATIO NET BAL CURRENT BAL 9878 1435 30 1453 00 Total non bank payment P is applied to current non tax payment K The remainder is then applied to the total current balance of all invoices NET BAL CUR BAL L REMAINDER In this example all of the non tax credit had been applied against in a previous month Therefore total non bank goes against the current balance 1435 30 1435 00 17 70 Current balance per invoice multiplied by the ratio Q 1435 30 Portion of net balance S that is taxable 1453 00 x 9878 NET BAL S 1 TAX RATE F Portion of net balance that is tax to be paid TAX NET BAL S NET TAXABLE T 81 24 1435 30 1354 06 431 Sales Reports 3 Sales Tax Report SHO If you use more than 99 tax codes this report shows totals for tax codes over 98 The information comes from the Sales History File SHO D It can be sorted by one of three methods transaction number tax code or state tax code The state tax code option expects the first 2 characters of the tax code description in the Sales Variable File Sales Tax Sales Tax Options field 2 to be the first 2 letters of the state abbreviation The program sorts all the transactions in the range selected by state abbreviation and then by tax code within that state For this to work proper
246. o leave them off the report Page Breaks Between SIsmn Y N Enter Y if you wish to eject a new page and print a heading whenever data for the next salesman begins Or enter N if you wish to print continuously without breaking between salesmen 374 Dimensions11 Sales Reports SAMPLE OPEN ORDER QUOTE WRITTEN BY All Orders No Break Between Salesmen TRANSACTION REGISTER WRITTEN BY ABC LUMBER CO DIM98 DS04210 ALL ORDERS PAGE 0001 NAME CR SHIP TO DEPOSIT M P WRITTEN BY SALESMAN 1 GARY NELSON 1900007 000 ANDERSON MIKE 72699 4100316 000 CASH SALES12345678901234 22599 4100317 000 CASH SALES12345678901234 22599 4100333 000 CASH SALES12345678901234 31299 4100334 000 CASH SALES12345678901234 31299 4100337 000 CASH SALES12345678901234 31999 4100344 000 CASH SALES12345678901234 32599 4100345 000 CASH SALES12345678901234 32599 4100348 000 DSO2328 TEST FOR CANBY 101499 4100353 000 DYNASTY CORPORATION 62199 4100356 000 CASH SALES12345678901234 63099 4100366 000 ANDERSON MIKE 80699 4200029 000 CASH SALES12345678901234 81399 4200030 000 CASH SALES12345678901234 81799 4200044 000 CASH SALES12345678901234 82799 4200045 000 CASH SALES12345678901234 90399 4200046 000 CASH SALES12345678901234 90999 4200047 000 CASH SALES12345678901234 90999 4200048 000 BECK STREET CONSTRUCTION 91399 4200049 000 BECK STREET CONSTRUCTION 91399 4200054 000 CASH SALES12345678901234 91799 4200055 000 CASH SALES12345678901234 92499 4200057
247. oices Temporary quotes are like regular quotes except they are not stored permanently They can be recalled and changed into orders or invoices but they can be used only once ps04221 Open Quote Register ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 38 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date o Ending Trans Date 999999 Print 0 All Quotes 1 Temp Quotes Only 2 Quotes Only Show Cost Percent Y N Written By 0 All Assigned Salesman 0 All Number of Copies Store Number Report Date Type R D S A All Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print 0 All Quotes Enter 0 to print all quotes regular and temp quotes 1 to 1 Temp Quotes Only print temp quotes only or 2 to print regular quotes only 2 Quotes Only Show Cost Percents Y N Enter Y if you wish to print the average and market cost percents or N to leave them off the report Type R D S A All Enter R to print regular transactions D for directs or S for special orders Or print all transaction by entering A Dimensions11 379 Sales Reports SAMPLE OPEN QUOTE REGISTER NUMBER mm dd yy STORE 01 OPEN QUOTE REGISTER ABC COMPANY DS04221 11 53 50 PAGE 0001 TRANS CR SHIP TO DATE ADDONS M P WBX NUMBER 3000636 3000637 3000638 3000639 3000640 3000641 3000642 3000643 3000644
248. oices and Returns This screen allows you to define the message to be printed on cash and charge invoices and returns printed at POS Each message can be up to 3 lines of 78 characters each DSVM0106 Sales Invoices amp Returns Messages DIM11 DATA Date mm dd yy Rev8 1 1 Port 37 Store 01 1 Cash Invoice Message Lines THANK YOU FOR YOUR BUSINESS 2 Charge Invoice Message Lines THANK YOU FOR YOUR BUSINESS 3 Cash Return Message Lines WE RE SORRY FOR ANY INCONVENIENCE CAUSED BY THIS RETURN 4 Charge Return Message Lines WE RE SORRY FOR ANY INCONVENIENCE CAUSED BY THE RETURN WE HOPE YOU WERE ABLE TO EXCHANGE IT FOR THE CORRECT MATERIAL C hange D elete Change by F ield E nd 480 Dimensionsil Sales Variable File 2 Orders This screen allows you to define the message to be printed on cash and charge orders printed at POS Each message can be up to 3 lines of 78 characters each Dimensions11 DSVM0106 Sales Order Messages DIM11 DATA Date mm dd yy Rev8 1 1 Port 37 Store 01 1 Cash Order Message Lines THANK XOU FOR XOUR ORDER 2 Charge Order Message Lines THANK XOU FOR XOUR ORDER C hange D elete Change by F ield E nd 481 Sales Variable File 3 Quotes and Temp Quotes This screen allows you to define the message to be printed on cash and charge quotes and temp quotes printed at POS Each message can be up to 3 lines of 78 characters each DSVM0106 Sales Quotes amp Temp Quotes Message
249. om the Dimensions Main Menu select Sales Select Other Sales Options Then select Rentals The computer displays Rental Transaction Entry Rental Inventory Maintenance Rental Reports Rental Dav End Rental Variable File Rental Special Maintenance Select 5 for Rental Variable File The computer displavs CSVM0103 Rental Options DIM99 DATA Date mm dd yy Rev7 0 51 Port 39 Store 01 Choose Rental Options Menu 1 Rental Maintenance 2 Rental Report lt Esc gt End Appendix B Enter 1 to maintain the Rental Variable File settings Or enter 2 to print the report showing the Rental Variable File settings See the sample report at the end of this section If you selected 1 for Rental Maintenance the computer displays CSVM0113 Rental Maintenance DIM11 DATA Date mm dd yy Rev10 0 1 Port 40 Store 01 Store Number Choose Selection Rental Options Rental Descriptions Rental Messages Password Account Options Change Store lt Esc gt End You have the following options 1 Rental Options See Step 6 2 Rental Descriptions See Step 7 3 Rental Messages See Step 8 4 Password Account Options See Step 9 563 Appendix B 564 6 Ifyou selected 1 for Rental Options the computer displays CSVMO113 Rental Options Rev10 0 1 Rental Batch Number Next Transaction Number Time Business Day Begins Time Business Day Ends Include Sundays in Rental Monthly Billing P
250. on is entered at Point of Sale The Sales Analysis report Group Totals Customer shows the information in this record type in a report format see Chapter 6 Part 6 Group Totals Customer If the option in the Customer Master File CM1 D to save group history is turned off field 17 SAVE GRP HIST Y N N no totals will be saved in this file This option is determined for each individual customer 543 Sales Special Maintenance Part 3 6 Clear T2ssyy Totals Clear Totals Enter Store Number 0 Enter Year Ex 1985 FILENAME KEYS COMMENTS T2ssyy D ss store number yy year N A This option will clear selected totals in T2ssyy D and replace with zeroes You will enter the store number and year for the file to be cleared Then the computer will ask Files T20199 D and REP D for above store will be cleared Is this correct YES NO If you are sure you want to clear totals for the displayed file enter YES If not enter NO and you can enter the store number and year again or end this program by pressing ESC If you enter YES the computer will ask Select One of the Following 0 Clear Today Totals Clear Today and MTD Totals Clear Today MTD and YTD Totals 1 2 3 4 Clear All Totals After selecting one of these options the computer will display a message similar to the following xxx TODAY Totals will be cleared Is that what you want to do YES NO Enter NO to enter
251. onses are not found for a password account the computer defaults to the responses found in Entry Options DSVM0110 POS Front Screen Password Options DIM11 DATA Date mm dd yy Rev11 0 4 Port 37 Store 01 Enter Password Account POS FRONT SCREEN ALLOW CHANGING OF SILENT OPTIONS CUSTOMER SELECTION OPTIONS Each Pricing A Y N Fast Sale Customer Bid B Y N Customer Search Store Class C Y N Credit Hold to Not Scroll Line Increment I Y N Skip Customer Data Y N Transaction Activity K Y N Display Price Level Y N Messages M Y N Do Not Search for Activity on Price Level P Y N Cash Cust or less Customer Inquiry Q Y N Job Scroll Order Assigned Sales Rep S Y N Customer Terms T Y N SEARCHES DELETE OPTIONS Transaction Type Y Y N Search Open Orders Y N Search Quotes Y N MISCELLANEOUS OPTIONS Search Temporary Quotes Y N Display Running Balance Y N Allow Delete Orders Y N Allow PO s from POS Y N lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help 502 Dimensionsil Sales Variable File 3 POS Enter Detail Screen This screen allows you to set up password account options for the enter detail screen These options can also be set up by store See Entry Options If responses are not found for a password account the computer defaults to the responses found in Entry Options DSVM0110 POS Detail Scre
252. open rental order information including all header and line item detail for each rental order printed in transaction number order The report includes the following header information transaction number customer number and name date and time store number S port number P assigned sales rep A written by sales rep W customer class C price level P terms code T update code U updated D flagged for deletion miscellaneous comments and customer P O number The line item detail includes line number quantity description serial numbers units rental amount cycle billing amount total cycle billing amount cycle billing date date time out date time in deposit information and totals if part of the order has been invoiced You can select all open rental orders or those past the return date only You can print a range of transaction numbers and or transaction dates Also you can print all stores or a selected store CS040991 Rental Open Order Detail DIM11 DATA Date mm dd yy Rev10 0 3 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date o Ending Trans Date 999999 Type of Report 1 All Open Orders 2 Past Return Date Oniv Number of Copies Store Number 0 A11 Report Date Page Ejects and Headings X N lt Ent gt Print Report E End 1 Input Parameters 4 Open Order Detail By Customer This report shows the same info
253. otal Amount 2 Number Of Tickets Enter Line To Change DIM99 DATA Daily Month To Date 00 00 00 00 lt Esc gt End Date mm dd yy Port 43 Year To Date 00 00 587 Sales Special Maintenance 538 17 Deposits The computer displays DS003120 Maintain T2 D Information Store 01 Year 99 Deposits Beginning Balance Received Amount Received Number Of Tickets Used Amount Used Number Of Tickets Enter Line To Change 18 Cash Received DIM99 DATA Daily Month To Date 10 00 00 00 00 00 lt Esc gt End 10 00 00 00 00 00 Date mm dd vv Port 43 Year To Date 00 10 00 01 00 18 The computer displavs DS003120 Maintain T2 D Information Store 01 Year 99 Cash Received Cash Amount Check Amount Paycode 3 Amount Paycode 4 Amount Paycode 5 Amount Change Amount Paycode 6 Amount Paycode 7 Amount Paycode 8 Amount Paycode 9 Amount Paycode 10 Amount FPOWDIKDUAWNE BR Enter Line To Change 19 A R Summary DIM99 DATA Daily Month To Date 00 00 00 00 00 00 00 00 00 00 00 lt Esc gt End 00 00 00 00 00 00 00 00 00 00 00 Date mm dd vv Port 43 Year To Date 540 67 00 00 00 00 00 00 00 00 00 00 The computer displavs DS003120 Maintain T2 D Information Store 01 Year 99 A R Summary Beginning Balance Payments Discounts Given Finance Charge Charged
254. ou plan on keeping sales analysis by customer by inventory group you must add the number of customers times the number of inventory groups Create Lots Create Lots Select Quote Order Select Quote Order POS Day End update Delete Lots also deletes corres ponding header records from LH1 D Lot Detail Maintenance Delete Lots also deletes corres ponding detail records from LD1 D Lot Header Maintenance Print Update Quotes Orders Or Special Maintenance Quote Selection Print Recap Report Delete Batch from Recap File Deleted automati cally when a new file is built at fiscal Year End Never let this file fill up Expand as it nears 90 full Dimensions11 Appendix A Filename Title Indexes __ Description How Added HowDeleted l poe i te a i l T2ssyy D Totals 2 File Holds all daily POS update end Deleted automati ss store monthly and yearly of ticket cally when a new yy year totals by store number file is built at fiscal by year for taxable and Year End non taxable sales cost addons groups etc WSMpp D Work File for Holds POS transaction POS Enter Deleted each time a Sales Master File until it is updated and Transaction transaction is pp port number printed at end of ticket automatically finished printed created and updated and a new transaction is started Select Customer Dimensions11 555 Appendix A This page left blank in
255. ou can also sell rental items through this option See Steps 4 22 Use this option to recall a rental order to create an invoice when the customer returns a rental item See Steps 23 37 Exactly like standard POS procedure to print shift totals to aid in balancing a cash drawer The report includes standard POS transaction entries as well as rental entries Controlled by Sales Variable File setting by password account Exactly like standard POS procedure to clear shift totals to aid in balancing a cash drawer The process clears standard POS transaction entries as well as rental entries Controlled by Sales Variable File setting by password account 575 Appendix B 6 Copy Invoice Return Use this option to create a new transaction from an existing transaction This is normally used to create a credit See Steps 38 43 Controlled by Sales Variable File setting by password account 7 Reprint Invoice Return Use this option to reprint a transaction without creating a new transaction You must enter the reprint code used in standard POS reprinting in order to reprint rental transactions See Steps 44 47 9 Rental Rate Activity Displays rates and or activity for any selected rental item See Steps 48 50 10 Rental Activity Displays activity for any selected rental item See Steps 51 53 98 Change Store Exactly like standard POS procedure to change the store number Controlled by Sales Variable File setting by password acco
256. oup Totals Files TOTGO D Now Creating Totals File T20100 D Now Transferring Balances Job Completed lt Ent gt to end Press Enter to acknowledge the completed message You are returned to the previous menu 4 Print a Daily Report from the Day End Menu to verify that the beginning balances on A R summary deposit summary and inventory summary are correct 548 Dimensionsil Sales Special Maintenance Part 4 Order Completion OEC D DS004110 MAINTAIN OEC D FILE STORE NUMBER BATCH DESCRIPTION CUSTOMER NUMBER ORDER NUMBER TRANSACTION NUMBER I R X SEQUENCE NUMBER ENTER OPTION A V E FILENAME OEC D Order Entry Completed Orders KEYS Store Number Customer Number Order Number COMMENTS This file contains completed orders that will be printed and updated as invoices as a batch Entries are made to this file as orders are marked complete Order Entry system 4 TRANSACTION NUMBER I R X I invoice R return X transfer Dimensions11 549 Sales Special Maintenance Part 5 Quote Selection QS1 D DS004111 MAINTAIN QUOTE SELECTION FILE QS1 D STORE NUMBER BATCH DESCRIPTION CUSTOMER NUMBER QUOTE NUMBER OPTION NUMBER 0 8 OPTION VALUE OPTS 4 6 PRINT UPDATE FLAG 1 3 PRINT EXTENSIONS Y N pl 2 3 4 5 6 7 8 ENTER OPTION A V E FILENAME QSI D Quote Selection File KEYS Store Number Batch Description Customer Number Quote Order Number
257. oup history by individual customer in the Customer Master File CM1 D This is determined for each customer DS003314 PRINT CUSTOMER BY GROUP DIM99 DATA DATE mm dd yy PORT 39 STORE 01 1 INPUT PARAMETERS PRINT 1 NUMERICALLY OR 2 ALPHABETICALLY 1 BEGINNING CUSTOMER 000 ENDING CUSTOMER 999999 999 ASSIGNED SALESMAN 0 ALL CUSTOMER CLASS 0 ALL A R GROUP 0 ALL COST BASIS A VERAGE M ARKET B OTH PRINT COST NUMBER OF COPIES STORE NUMBER REPORT DATE CR PRINT REPORT E INPUT PARAMETERS Special and Unique Input Parameters Cost Basis A verage Enter A to use average cost as a basis for this report M for M arket or B oth market cost or B to use both The default is Both Print Cost Y N Enter Y if you wish to print the cost as selected above or N if not 446 Dimensionsil Sales Reports SAMPLE GROUP TOTALS CUSTOMER REPORT mm dd yy STORE 01 SALES ANALYSIS GROUP BY CUSTOMER ABC COMPANY DS003314 16 51 16 PAGE 0001 COST CUSTOMER 1300 000 JOHN MADDEN 1 DIMENSIONAL LUMBER 20 DOORS 23 HAND TOOLS 99 GROUP 99 Se ed PRP RP EY z p gt CUSTOMER 3300 000 LUMBER YARD 5 BI IO IOI I I te CUSTOMER 3600 000 BRICKYARD 5 BT II II I CUSTOMER 4500 250 HOME QUARTERS WAREHOUSE INC 1 DIMENSIONAL LUMBER 00 16 NAILS 00 19 WINDOWS 00 20 DOORS 00 BhuESBZEZ B SPP EP SD gh ta CUSTOMER 4500 500 HOME QUARTERS WAREHOUSE INC 1 DIMENSIONAL LUMBER 00 12 PLYWOOD
258. paper Plain paper Prints serial number for items with a serial number Uses customized transaction descriptions Prints selected signature on ticket Same as DS04054 Prints catalog number instead of item number Prints catalog number instead of item number Double spaced Prints cost stub for Order Entry Requires 11 wide form Prints cost stub for Order Entry Requires 11 wide form For Okidata 393 printer For Okidata 393 printer Prints cost stub for Order Entry Requires 11 wide form For Okidata 393 printer Prints cost sub for Order Entry Requires 11 wide form For Okidata 393 printer Invoice number prints on right side Prints SALE if spiff 8 LPI 8 LPI Prints catalog number instead of item number Same as DS04005 Prints 2 copies Preprinted form has company name and address already printed on it Blank form does not have company name and address already printed on it The computer will print the company name and address on each ticket 466 Dimensions11 Sales Variable File TABLE C Cash amp Charge Transactions CASH amp CHARGE QUOTES amp TEMPORARY QUOTES Program Paper Form Notes DS04005 DS04005C DS04005W DS04068 DS04068M DS04069 Plain paper Plain paper Plain paper Plain paper Plain paper Plain paper Prints second description if DESC CODE 9 in IM1 D Prints catalog number instead of item number Same as DS04005 plus prints weight
259. plays DS04080 Reprint Transactions DIM11 DATA Date mm dd yy Rev11 0 2 Port 37 Store 01 Enter Store Number Enter Reprint Code Enter Transaction Number lt Esc gt Change Store Number or Exit This Program The cursor is positioned at 2 Enter Reprint Code You have the following options Dimensions11 403 Sales Reports gt Press Esc to back up to 1 Enter Store Number to change the displayed store number or exit the program gt Enter the reprint code 1 character It will not be displayed after you enter it If you enter an incorrect code the computer displays Sorry You Do Not Have Authority to Reprint Tickets Press Enter to acknowledge this message Refer to the system manager for the proper code 4 Ifyou entered a valid reprint code the computer asks 3 Enter Transaction Number Enter the transaction number invoice return transfer or cash in out you wish to reprint The computer searches the Sales Master File SMO D first If the transaction is not in SMO D the computer searches the Sales History File SHO D NOTE If you do not enter a valid transaction number the computer gives you an error message and explanation such as This Transaction Does Not Exist For This Store Only Invoices Returns Transfers or Cash In Outs Can Be Reprinted This Transaction is an Order Press Enter to acknowledge the message and try again 5 The computer displays information for the selected transact
260. printed You can search for vendors by pressing the up arrow The vendor name is displayed for your verification Print Transaction Detail Enter Y if you wish to print the transaction type transaction number written by and transaction date and customer number for each transaction on which the item is found Or enter N to not print the detail Print Item Totals Y N Enter Y if you wish to print totals for each item number of transactions number of units sell extension Or enter N if not Print Section Loc Totals Y N Enter Y if you wish to print the section location totals at the end of each section N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each group N if not Select Inventory Optional Field This feature works the same as Select Sales Optional Field as explained in the introduction to Section 2 Sales Reports except it allows you to select fields from the inventory files as well IM1 D IM2 D and IM8 D 420 Dimensionsil Sales Reports SAMPLE SALES BY ITEM SELECT VALUES Column 1 Dollars Sold Column 2 Average Cost Column 3 Average Margin mm dd yy Store 01 Sales By Item Selected Values ABC COMPANY DS03302T 16 02 31 Page 0001 Item Catalog Description SOLD AVE COST AVE MARGIN 1011121 2696WW 2X6 96 STUD WHITE WOOD Section TTL 01 01 ZSOIDAJFOID 1 Items 1142412 2412DFD 2xX4 12 STD amp BTR DOUG FIR DRY Section TTL 01 14 xikikxkikkikkkkkkX
261. ptional and market margin with GP optional This information comes from the Sales History File SHO D DS04248 Rev11 0 1 Order Invoice Register DIM11 DATA 1 Input Parameters Beginning Date MMDDYY Ending Date MMDDYY Report Order 1 Order Number 2 Invoice Number Beginning Order Ending Order Print A verage M arket B oth Number of Copies Store Number O A11 Report Date Select Sales Optional Field Y N Date mm dd yy Port 38 Store 01 0 999999 1 1 9999999 lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Enter 1 to print in order number order or 2 to print in Report Order 1 Order Number 2 Invoice Number Print A verage M arket B oth Dimensions11 invoice number order Enter A to print average cost with GP M to print market cost with GP or B to print both 397 Sales Reports SAMPLE INVOICE ORDER REGISTER By Order Number mm dd yy ORDER INVOICE TRANSACTION REGISTER ABC LUMBER COMPANY DS04248 14 53 23 PAGE 0001 STR ORDER INVOICE INVOICE CUSTOMER AVERAGE GP WB DATE MARGIN 4120106 1110106 10 28 97 000 CLASSY DOORS amp WINDOWS12345678 P 192 10 29 84 4120111 2120309 10 29 97 000 FLOWER SHOPPE 61 85 125 71 4120112 2120310 10 29 97 000 BEST BUILT HOMES 3 80 13 24 3 4120113 2120312 11 04 97 000 LAKE STATES TEST 7 14 93 5 44 4120115 2120313 11 04 97 000 FISHER S QUICK amp EASY 22 13 4 01
262. r You must enter a beginning and ending transaction date and select the ports you wish to include on the report You can select a range of ports by using the following formats Enter a range of port numbers 1 10 Enter a series of numbers separated by commas 2 5 8 10 Enter several ranges of numbers 1 5 7 9 12 15 Enter a series and a range of numbers 1 4 8 9 15 DS04247 Sales by Port ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 40 Store 01 1 Input Parameters Beginning Trans Date 0 Ending Trans Date 999999 Ports 1 999 Store 0 A11 1 Number of Copies al Report Date mmddyy N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters SAMPLE SALES BY PORT mm dd yy STORE 01 SALES BY PORT DS04247 14 49 44 PAGE 0001 MARGIN PORT DESCRIPTION SALES COST MARGIN TRANS 5 00 00 00 13 PORT 13 18 350 87 48 037 74 29 686 87 161 77 2038 98 5337 52 TOTALS 18 350 87 48 037 74 29 686 87 161 77 1835 08 4803 77 424 Dimensions11 Sales Reports Sales History Addon Recap This report finds addon codes and amounts and shows them by Written By and Customer Class It can be run for any range of transaction dates in the Sales History File SHO D For example you wish to track memo freight amounts added as addons to transactions by Written By because you charge back the memo costs to the sales rep shown as the Written By After you enter the input parameters the co
263. ransaction P Alternate Printer This option allows you to print the ticket on an alternate printer if the default printer is busy Use normal print procedures for alternate printers Steps 44 47 describe option 7 Reprint Invoice Return 44 This procedure allows you to reprint a rental invoice or return without creating a new transaction You must know the invoice or return transaction number you wish to reprint before beginning this procedure If you selected 7 for Reprint Invoice Return the computer displays cs04090 Reprint Invoice DIM99 DATA Date mm dd yy Enter Reprint Code Enter the reprint code 1 character It will not be displayed after you enter it If you enter an incorrect code the computer displays Sorry You Do Not Have Authority to Reprint Tickets Press Enter to acknowledge this message Refer to the system manager for the proper code 45 If you entered a valid reprint code the computer continues by asking for the transaction number cs04090 Reprint Invoice DIM99 DATA Date mm dd yy Enter Reprint Code Enter Transaction Number Enter the transaction number invoice or return only to reprint Enter it without the decimal For example if the transaction number is 50005 01 enter 5000501 Dimensions11 599 Appendix B 46 If you entered a valid transaction number the computer begins immediately to print the transaction to the default printer YOU DO NOT HAVE THE OPTION TO REPRINT A RENTAL TRANSACTI
264. rd type without deleting the others will cause discrepancies in data Deleted through purge programs If saving sales history use Manage Sales History Size on the Day End menu or File Management menu Purge when 90 full Or use Purge Cash Sales Only SHO on the File Management Menu Deleted automati cally when orders are printed updated in Order Completion Or Special Mainten ance 553 Appendix A TOTGO D Subfiles TOTGI D TOTG2 D TOTG3 D TOTG4 D cont 554 Quote Order Select File Quote Order Recap File Sales Analvsis Totals File Indexes Description How Added How Deleted Holds quotes to be included in the lot There is one record per quote Holds heading information for all lots such as dates comments and multiplier There is one record per header Holds one record per quote order to be recalled repriced and or printed and updated as a batch This will speed up recalling quotes one at a time repricing and reprinting them since thev are all doneina batch Holds one record per line item of quotes orders selected Will then sort the items and produce a materials requirement report Holds inventorv sales totals bv inventorv group bv Customer Class Assigned Salesman Written By Customer This file can get quite large depending on what and how many types of sales analysis you choose Normally this file is built for 5 000 records but if y
265. record in the Sales History File Since this is maintenance on the transaction s additional data information the line number will always be 407 Field 5 Total Weight is calculated and entered automatically when the ticket is updated Fields 6 19 are user defined in the Sales Variable File Descriptions POS Additional Fields Dimensionsil Sales Special Maintenance Part 2 8 Print Purge SHO No Header ISO9115S Print amp Purge Missing SHO DIM99 DATA Date mm dd yy Port 44 Store 01 This Program Will Print and Purge All Sales History Transactions Without Header Records Do You Wish to Begin Y N FILENAME SHO D Sales History File KEYS N A COMMENTS This program allows you to print and delete all sales transactions in the Sales History File without header records Be sure that you want to do this before answering Y at the bottom of the screen Dimensions11 529 Sales Special Maintenance Part 3 Totals This menu is displayed after selecting 3 for Totals from the Sales Special Maintenance Menu Sales Totals T2ssyy Group Group Group Group Class TOTGO Assigned By TOTGO Written By TOTGO Customer TOTGO Clear T2ssyy Totals Totals Month End Update Print T2ssvv Data to File Sales Analvsis Vear End Update See the following 9 parts for descriptions of each option 580 Dimensionsil Sales Special Maintenance Part 3 1 Sales Totals T2ssyy DS003120 Ma
266. rmation as the Open Order Detail By Number except it is printed in customer number order CS040992 Rental Open Order Detail DIM11 DATA Date mm dd yy Rev10 0 3 STORE 1 Port 37 Store 01 1 Input Parameters Beginning Cust Number 000 Ending Cust Number 999999 999 Beginning Trans Date 0 Ending Trans Date 999999 Type of Report 1 1 All Open Orders 2 Past Return Date Oniv Number of Copies Store Number 0 Al11 Report Date Page Ejects and Headings X N lt Ent gt Print Report E End 1 Input Parameters Dimensions11 641 Appendix B 8 Rental Sales History There are seven reports available for printing rental sales history When you select Rental Sales History the computer displays the following menu Invoice Reg By Number Invoice Reg By Customer Invoice Detail By Number Invoice Detail By Customer Rental by Customer Item Rental Transaction by Item Rental Activity by Item These are similar to the open order reports for regular sales The information comes from the Rental Sales History File RSHO D 1 Invoice Reg By Number Prints a summary register one line per transaction showing rental sales history invoices in transaction number order The report includes the transaction number customer number and name subtotal addon tax total deposit used average type written by port number and store number You can print a range of transaction numb
267. s Available Press Enter to accept this status Go on to Step 5 Or press the space bar to change the status back to Maintenance Go back to Step 3 Maintenance Date mm dd yy The computer displays the current system date for Maintenance Date Press Enter to accept it or enter the actual maintenance date in the standard date format The computer saves this date in the Rental Inventory File RIM1 D Maintenance Amount 00 Enter the dollar amount used for the maintenance The computer adds this amount to the value of the rental item The computer displays the item and asks Save Changes Y N Enter Y to accept the maintenance information and update the Rental Inventory File RIM1 D with the three maintenance values MTD YTD LTD and the last maintenance date Or enter N to reject the changes You are returned to Step 2 Jump To where you select another rental item for status change or end this procedure Dimensions11 Part 2 4 PURPOSE Appendix B Rental Item Depreciation Use this program to create an edit list of rental items and their depreciation amounts The edit list prints a depreciation amount calculated by dividing the item s purchase amount by the depreciation life It also prints a column for the last month year the item was updated Then use the update option to add the calculated depreciation amounts to the Rental Inventory File RIM1 D You must print the edit list prior to running the update The program a
268. s customer P O number your P O number delivery date ship to address the transaction number from which this transaction originated and bid number The line item detail includes the line number quantity description item number units price unit description discount if any and sell extension plus average and market cost if selected average and market percent if selected The report also shows how the transaction was paid and the subtotal addons if any tax and total amount of each transaction This information comes from the Sales History File SHO D DS04243 Invoice Detail by Number DIM11 DATA Date mm dd vv Revi1 0 5 STORE 1 Port 40 Store 01 1 Input Parameters Beginning Trans Number 0 Ending Trans Number 9999999 Beginning Trans Date o Ending Trans Date Tvpe of Report 1 Complete 2 Sales Only 3 Returns Only Show Cost Y N Number of Copies Store Number Report Date Page Ejects and Headings Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Type of Report Enter 1 to print sales and returns 2 to print sales only 1 Complete or 3 to print returns only 2 Sales Only 3 Returns Only Show Cost Y N Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Page Ejects and Headings Y N Enter Y if you wish to eject a new page and print
269. s DIM11 DATA Date mm dd yy Rev8 1 1 Port 37 Store 01 1 Cash Quote Message Lines PRICES ARE VALID FOR 30 DAYS 2 Charge Quote Message Lines THIS QUOTE IS VALID FOR 30 DAYS PRICES ARE GOOD ONLY IF ALL MATERIAL IS ACCEPTED 3 Cash Temp Quote Message Lines PRICES ARE VALID FOR 30 DAYS 4 Charge Temp Quote Message Lines PRICES ARE GOOD FOR 30 DAYS C hange D elete Change by F ield E nd 482 Dimensionsil Sales Variable File 4 Cash In Out This screen allows you to define the message to be printed on cash in out transactions printed at POS Each message can be up to 3 lines of 78 characters each DSVM0106 Sales Cash In Out Messages DIM11 DATA Date mm dd yy Rev8 1 1 Port 37 Store 01 1 Cash In Out Message Lines C hange D elete Change by F ield E nd Dimensions11 483 Sales Variable File 5 Transfers This screen allows you to define the message to be printed on transfers printed at POS Each message can be up to 3 lines of 78 characters each DSVM0106 Sales Transfer Messages DIM11 DATA Date mm dd yy Rev8 1 1 Port 37 Store 01 1 Transfer Message Lines INTERCOMPANY TRANSFER C hange D elete E nd 484 Dimensionsil 7 Special Orders Sales Variable File This menu is displayed after selecting 7 for Special Orders from the Sales Variable File Maintenance Menu DSVMO111 Sales Special Orders DIM11 DATA Rev10 0 3 Store Number Choose Selection 1 Special Order Infor
270. s long the computer prints it in 12 cpi And if the message is 97 136 characters long the computer prints it in 17 cpi If you selected 4 for Password Accounts Options the computer displays CSVMO113 Rental Password Options DIM11 DATA Date mm dd vv Rev10 0 1 Port 40 Store 01 1 Enter Password Account 2 Allow Rentals from POS Y N lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help The cursor is positioned at Enter Password Account Enter the password account you wish to set up Enter the following field 2 Allow Rentals from POS This option allows swapping to Rentals directly from Point of Sale POS Enter Y if you wish to be able to jump from Select Customer in POS into Rentals Entry CS04090 When done in Rentals you are returned to POS Select Customer Or enter N to disallow this option 567 Appendix B SAMPLE RENTALS VARIABLE FILE REPORT mm dd yy RENTAL OPTIONS REPORT DIM99 DATA CSVPO116 12 00 23 PAGE 0001 STORE 1 NZH 1 SETUP OPTIONS RENTAL BATCH NUMBER NEXT TRANSACTION NUMBER TIME BUSINESS DAX BEGINS HHMM TIME BUSINESS DAX ENDS HHMM INCLUDE SUNDAYS IN RENTAL PERIOD MONTHLY BILLING PERIOD MONTHLY BILLING PERIODS SAVE RENTAL HISTORY SAVE CHARGE CASH TRANS SELLING PRICE METHOD METHOD 1 CYCLE BILLING OPTION DAILY FORM SIZE 11 INCH FORM FORM HEADING OPTION DONT PRINT COMP NAME ADD PRINT PROGRAMS FOR INVOICES cs04094 ORDERS cs04094 CASH TRANSACTION DESCRIPTIONS
271. s transaction The computer asks Y Void this transaction Does not print a ticket The day end update deletes all voided transactions The computer ends this transaction and returns to Select Customer Number or Name Step 4 N Do not void this transaction Return to Select Option You can go back to the detail lines or change the Written By or deposit information if needed 10 Back to Detail Lines Enter 10 to go back to the detail lines Step 18 to make any changes to the transaction before accepting and printing it This option allows you to print the ticket on an alternate printer if the default printer is busy After you enter P and press Enter the computer displays the alternate printer options Select Printer 0 Slave 2 99 Port No Port No lt UpA gt Search Port No If known enter the port number of an alternate printer Or search for an alternate printer by entering the printer number and pressing s This displays a list of printers starting with the one you entered Select the desired printer from this list Or press Esc to end this routine and go back to the options to accept and print the transaction 589 Appendix B Steps 23 37 describe option 3 Recall Rental Order 23 Ifyou selected 3 for Recall Rental Order the computer displays the different options for searching for rental orders cs04090 Rental Recall DIM99 DATA Date mm dd yy Scroll Select by Phone Number Scroll Select by Customer S
272. s11 Appendix B S Sell Sell a rental item instead of renting it This adds another line to the transaction The computer allows you to select the rental item to be sold Sell 1060 000 BRODERICK AND ZARBOCK PLUMBINGST 1 i L Rental Description Qty Units Rate Amount 4 iTotals New Rental 532 00 Rental Return 00 i Sold 00 4 lt UpA gt Continue Help Select the item you wish to sell using normal item selection procedures Then enter the quantity to sell The computer displays the selling price and long term depreciation LTD accumulator automatically if entered in the Rental Inventory File RIM1 D Change the selling price if needed or press Enter to accept the displayed selling price Then accept or reject the line as usual To end the sell mode press Esc at Select Rental Item lt UpA gt Continue Press the up arrow to accept the detail lines and continue to the back screen to finish the transaction Go to Step 19 B Back to Customer Go back to the customer selection routine to change the customer for this transaction The detail lines remain unchanged C Cancel Cancel individual lines on the transaction The computer
273. scriptions are used on all standard print programs DSVM0104 Sales Custom Transaction Descriptions DIM11 DATA Rev10 0 1 CASH TRANSACTIONS Invoices Date mm dd yy Returns Orders Quotes Temp Quotes Cash In Out CHARGE TRANSACTIONS Invoices Returns Orders 10 Quotes 11 Temp Quotes 12 Transfers ORDER ENTRY 13 Return Order 14 Transfer Order 15 Backorder lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help 472 Dimensionsil Sales Variable File 5 Descriptions This menu is displayed after selecting 5 for Descriptions from the Sales Variable File Maintenance Menu DSVM0105 Sales Descriptions DIM11 DATA Date mm dd yy Rev11 0 2 Port 39 Store 01 Store Number Choose Selection i 1 Payment Methods i 2 Rep Number Descriptions i 3 POS Additional Fields n i p i 98 Change Store lt Esc gt End See the following three parts for descriptions of each option Dimensions11 473 Sales Variable File 1 Payment Methods Payment methods descriptions are used on the back screen of POS transactions A menu is displayed of all acceptable forms of payment Payment method 1 is always CASH and method 2 is always CHECK This screen allows you to enter the remaining payment methods descriptions 3 10 DSVMO105 Pavment Method Descriptions DIM11 DATA Date mm dd vv Rev11 0 2 Port 39 Store 01 PAYMENT METHOD DESCRIPTION VISA__ M C AMEX DISCOV GIFT C
274. selection Only items with a matching vendor number will be printed You can search for vendors by pressing the up arrow The vendor name will be displayed for your verification Total Type 2 Items Y N Enter Y if you wish to total type 2 random length items N if not Summarize Customer Jobs Y N Enter Y to summarize the job accounts and print as the main account Or enter N to keep each job separate and list the items under each job Print Transaction Detail Enter Y if you wish to print the transaction type transaction number written by and transaction date for each transaction on which the item is found Or enter N to not print the detail Print Item Totals Y N Enter Y if you wish to print totals for each item number of transactions number of units sell extension Or enter N if not 416 Dimensions11 Sales Reports Print Section Totals Y N Enter Y if you wish to print the section totals at the end of each section N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each group N if not Select Customer Optional Field This feature works the same as Select Sales Optional Field as explained in the introduction to Section 2 Sales Reports except it allows you to select fields from the Main Customer File CM1 D as well 2 Select Values and Date Ranges 1 Dimensionsil Xou must set up the values and date ranges of the information vou wish to print on this report
275. settings then the computer creates an invoice for that order The invoices will be updated with the next rental day end update 1 From the Rentals Menu select 1 for Rental Transaction Entry 2 The computer displays the Rental Transaction Entry Menu 1 Transaction Entry 2 Cycle Billing Select 2 for Cycle Billing 3 The computer displays cs04090C Cycle Billing DIM99 DATA Date mm dd yy Port 41 01 1 Print Cvcle Billing Edit 2 Generate Cvcle Bills i 99 Change Date Select 1 for Print Cycle Billing Edit 4 The computer displays the following print routine Select Printer 0 Slave 2 99 Port No Port No lt UpA gt Search Port No Print the edit list to review the accounts prior to generating the cycle bills It must be printed to a printer most likely a plain paper printer You do not have the option of printing it to the terminal screen 604 Dimensions11 NOTES Dimensions11 Appendix B 5 After printing the computer displays a message showing how many cycle bills will be generated For example cs04090C Cycle Billing DIM99 DATA Date mm dd yy Rev9 0 2 Port 41 Cycle Bills for all stores will be generated A single store cannot be selected Now printing Cycle Billing Edit List for Bill End of Cycle Billing Edit List Total Billings 10 Press Enter to acknowledge this message and return to the previous screen Step 3 If the edit list is correct select 2 for Generate Cycle B
276. sfer Method blank Standard charge transaction DSVM0109 Sales Transfers DIM11 DATA Date mm dd yy Rev11 0 3 Port 39 Store 01 Transfer Method G L ACCOUNT DESCRIPTION Transfer Sales 8195 01 TRANSFERS NET Transfer Cost of Goods Sold 8195 01 TRANSFERS NET lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimensions11 497 Sales Variable File 3 Foreign Exchange This screen sets up the foreign exchange system by providing a payment code for foreign currency and an exchange rate multiplier DSVM0109 Foreign Exchange Options DIM11 DATA Date mm dd yy Rev11 0 3 Port 39 Store 01 1 Payment Code for Foreign Pay 3 10 2 Exchange Rate Multiplier PAYMENT CODE DESCRIPTION VISA M C AMEX DISCOV GIFT C OTHER lt Esc gt End lt F1 gt Help 498 Dimensionsil Sales Variable File 4 Purge Update Dates This screen tracks the purge date updated when a purge is performed on the Sales History file as well as the date of the last year end done for sales totals It also tracks the purge date for transfers DSVM0109 Sales Purge Update Dates DIM11 DATA Date mm dd yy Rev11 0 3 Port 39 Store 01 HISTORY Purge Percent Purged Through Date MMDDYY TOTALS YEAR END Last Updated MMDDYY TRANSFERS Purged Through Date MMDDYY 123199 DAY END PRE TEST 5 Purge Transactions Missing Header Y N Y lt Esc gt End lt Tab gt Go Forward One Field lt F1 gt Help Dimens
277. sh Rental Order Charge Rental Order Scroll Select Type of Message The cursor is positioned in the option box for Type of Message Select the type of transaction for which you wish to enter rental messages You may have different messages for each type of transaction Rental messages are printed on the bottom of rental transactions up to 3 lines of 136 characters each After selecting a transaction type the computer displays another screen For example if you selected 1 for Cash Rental Invoice the computer displays 566 Dimensions11 Dimensions11 Appendix B CSVMO113 Rental Messages DIM11ATA Date mm dd yy Rev10 0 1 Port 40 Store 01 1 Type of Message a 1 Cash Rental Invoice Message Line 1 2 Cash Rental Invoice Message Line 2 3 Cash Rental Invoice Message Line 3 lt Esc gt Go Back One Field lt Tab gt Go Forward One Field End lt F1 gt Help These message work differently than the messages on standard POS transactions The transaction print program allows up to 136 characters per message line This entry screen accommodates 80 characters only So if you need to enter a message longer than 80 characters press Enter at the end of the line and continue entering the message on the second line The print program combines the two lines into one message line on the rental transaction NOTE If the message is 1 80 characters long the computer prints it in 10 cpi If the message is 81 96 character
278. show costs Total Type 2 Items Y N Enter Y if you wish to total type 2 random length items N if not Summarize Customer Jobs Y N Enter Y to summarize the job accounts and print as the main account Or enter N to keep each job separate and list the items under each job Print Transaction Detail Enter Y if you wish to print the invoice number transaction date and type for each item for each customer Or enter N to not print the detail Print Item Totals Y N Enter Y if you wish to print totals for each item number of transactions number of units sell extension Or enter N if not Print Section Totals Y N Enter Y if you wish to print the section totals at the end of each section N if not Print Group Totals Y N Enter Y if you wish to print the group totals at the end of each group N if not 412 Dimensionsil Select Customer mm dd yy 14 53 13 Str Item Catalog Customer 1 000 1 74160001 00190 1 74160003 00166 Customer Totals Customer 500 000 1 20103015 12CDXX 1 27021210 PT250 Customer Totals Customer 500 001 1 12014804 34CDX 1 20103015 12CDXX 1 27021210 PT250 Customer Totals Customer 500 010 2 01011121 2696WW 2 20103015 12CDxx 2 27021210 PT250 Customer Totals Customer 1000 000 01162610 2610DFD 01342408 2408CC 12014802 12CDX 20103015 12CDXX 27021210 PT250 Customer Totals Customer 1000 001 1 01342408 2408CC 1 27021210 PT250 Customer Totals Customer 1000 003
279. st Y N Number of Copies Store Number Report Date Type R D S A A11 Page Ejects and Headings Y N Select Sales Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Print 0 All Quotes Enter 0 to print all quotes regular and temp quotes 1 to 1 Temp Quotes Only print temp quotes only or 2 to print regular quotes only 2 Quotes Only Show Cost Y N Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Type R D S A All Enter R to print regular transactions D for directs or S for special orders Or print all transaction by entering A Page Ejects and Headings Y N Enter Y if you wish to eject a new page and print a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time Dimensions11 383 Sales Reports SAMPLE OPEN QUOTE DETAIL NUMBER mm dd yy STORE 01 OPEN QUOTE DETAIL ABC COMPANY 12 18 41 3000636 QUOTE 1 000 CASH SALE DS04223 PAGE 0001 10 03 96 07 08 S 1 P 19 A 1 W 1 C 1 P 1 T 90 M PU MISC CUST PO OUR PO 0 DEL DATE 00 00 00 FROM LN QTY DESCRIPTION ITEM UNITS PRICE 1 2 00 2X4 08 CONSTR COMMON REDWOOD 13424080 2 00 4 00 EA SUBTOTAL STATE SALES TAX TOTAL
280. standard POS because it always searches the Rental Inventory File RIM1 D The cursor is positioned at Select Rental Item You have the following options Enter a rental item number Enter the actual rental item number and press Enter The search starts with the first encounter with the item number Continue to Step 7 Enter a keyword Enter a word from the rental item s description and press Enter The search starts with the first encounter of the keyword This is case sensitive Continue to Step 7 7 Help Enter 7 and press Enter for help with this field The computer displavs the following options Numeric lt Ent gt Rental Scroll Alpha lt Ent gt Keyword Scroll Description Line Continue On This box shows you all the options you can do at Select Rental Item Numeric lt Ent gt Enter some numeric data such as an item number and press Enter to scroll through the Rental Inventory File in item number order Alpha lt Ent gt Enter some alphabetic characters such as part of the item description and press Enter to scroll through the Rental Inventory File in keyword order lt DnA gt Press the down arrow to move the cursor directly to the description line so you can enter a comment or subtotal line lt UpA gt Press the up arrow to continue with entering the line in Step 18 Dimensions11 577 Appendix B lt UpA gt Continue Press the up arrow to continue with the transaction Go to Step 18
281. stomer number and name date and time store number S port number P assigned salesman A written by salesman W customer class C price level P terms code T update code U updated D flagged for deletion miscellaneous comments customer P O number your P O number delivery date ship to address the transaction number from which this order originated and bid number The line item detail includes the line number quantity description item number units price unit description discount if any sell extension average and market cost average and market percent if selected discountable code taxable code and expected gross margin indicator if over if under The report also shows the accumulated deposit subtotal addons if any tax and total amount with cost extensions of each transaction This information comes from the Sales Master File SMO D Orders are stored temporarily until they are invoiced completely or deleted Orders can be made for cash or charge customers DS04213 Open Order Detail ABC LUMBER COMPANY Date mm dd yy Rev9 0 3 ABC CO Port 38 Store 01 1 Input Parameters Beginning Trans Number o Ending Trans Number 9999999 Beginning Trans Date 0 Ending Trans Date 999999 Show Cost Y N Y Print Backorders Only Y N Number of Copies Report Date mmddv N 1 Store Number A Iv Page Ejects and Headings Y N N Select Sales Optional Field Y N N lt Ent gt Print Report
282. t For example you selected field 53 Total and wish to print a list of all orders with a total between 1 000 and 9 999 Enter 1000 for the beginning value and 9999 for the ending value You can enter up to 30 characters alpha numeric for the beginning and ending values if you selected an alpha numeric field When you are done entering values press Enter to go to Step 4 4 Enter Range To Not Select Beginning Value b C Ending Value According to the field you selected in Step 2 enter a beginning and ending value to match and thereby not print For example you selected field 54 Total Average Cost Extension and wish to print a list of all orders with an average cost less than 40 Enter 40 for the beginning value and press Tab to accept all nines 9999999 99 as the ending value You can enter up to 30 characters alpha numeric for the beginning and ending values if you selected an alpha numeric field When you are done entering values press Enter to go to Step 4 4 After setting up the option with its values the computer asks at the bottom of the screen 360 lt Ent gt Accept lt Esc gt Back To Field To Check Option 1 4 You have the following options Dimensionsil Sales Reports gt Press Enter to accept the option and the value s you entered in Step 3 The selection is not effective until it is accepted As you accept it the computer displays in the upper right hand corner 1 OPTION
283. t Tab gt Display Rental Press Tab to display the following rental activity Activity New Entries 1 77000001 DITCH WITCH Trans Name Dec 09 06 Fri 18 Dec 09 06 4000800 123 Mar 08 03 Wed 31 Mar 08 03 4002500 1 Jul 13 16 Mon 05 Jul 13 16 4002800 1 Jul 13 27 Mon 05 Jul 13 27 4002900 1 lt Ent gt Continue lt Esc gt Exit Press Enter or Esc to return to Qty lt UpA gt Calculate Rent Not used Amount 10 The cursor moves to Out Date New Entries 1040 000 BECK STREET CONSTRUCTION 1 77000001 DITCH WITCH Date 11801 In Date Time 1158 ka i Time Minimum Rental 0000 Rental Dailv Rate 0000 Rental Weeklv Rate 0000 Rental Monthly Rate Days lt Ret gt Add Days lt UpA gt View Calendar lt Tab gt Display Rental Activity Enter Date Out mmddyy lt Esc gt Back To Quantity lt UpA gt Calculate Rent Amount You have the following options Days lt Ret gt Add Days Enter a number of days to add to the current displayed date and press Enter The computer calculates the new date Go on to Step 11 lt UpA gt View Calendar Enter a number and press the up arrow to view a calendar For example 580 Dimensionsil Appendix B New Entries 1040 000 BECK STREET CONSTRUCTION st 1 Rsv 0 OH 3 Qty 1 Out Date 111801 In Date o Rnt 4 Net si Time 0 Time 0 4 i January ol i He D Sa a i i i Sun Mon Tue Wed Thu Fri Sat l i i 1 2 3 4 5 6 10 Hours 00 Ho
284. te clears the current day s activity Information on this report includes TODAY current and month to date sales totals by the following categories Inventory groups Departments Customer class Assigned salesman Written by salesman Plus any of the following options if selected in the Variable File Customer class by group Assigned salesman by group Written by salesman by group Delivered by Loaded by Checked by Trucks TODAY current and month to date sales totals by charge and cash tickets with net charge and cash totals Addon activity Tax activity Inventory adjustment activity Both average and market cost show in MARGIN column A average M market ps04201 Sales Analysis DIM99 DATA Date mm dd yy Rev9 0 12 Port 39 Store 01 1 Input Parameters Period to Print 1 Today and Month to Date 2 Today and Year to Date 3 Month to Date and Year to Date Cost Basis A verage M arket or B oth B Number of Copies 1 Store Number 0 Al11 1 Report Date mmddyy lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Cost Basis A verage Enter A to use average cost as a basis for this report M for M arket or B oth market cost or B to use both The default is Both 436 Dimensions11 Sales Reports SAMPLE SALES ANALYSIS REPORT mm dd yy SALES ANALYSIS ABC COMPANY DS04201 16 34 21 PAGE 0001 GROUPS 1 DIMENSIONAL LUMBER ki 2 945 90 aw UU WW
285. ted 628 Rental Day End Update 623 Dimensionsil Rental Transaction Detail 621 Rental Transaction Register 619 Update Messages 625 Rental Inventory Maintenance 606 Add Rental Items 607 Rental Item Depreciation 615 Rental Item Maintenance 613 Update Quantities amp Values 610 Rental Transaction Entry 574 Cycle Billing 604 Transaction Entry 575 Reports 631 Customer Sales amp Rentals 639 Maintenance Status amp Values 636 Rental Asset 634 Rental Net Value 635 Rental Open Orders 640 Rental Pricing amp Status 638 Rental Sales amp Cost Analysis 632 Rental Sales History 642 Rentals Sales Tax Report 645 Special Maintenance 647 Rental Customer RCM1 D 648 Rental Inventory RIM1 D 649 Rental Sales History RSHO D 657 Print Purge RSHO No Header 662 Rental Addons Tax Payments 659 Rental Detail Lines 660 Rental Header 658 Rental Totals 661 Rental Sales Master RSMO D 650 Print Purge RSMO No Header 656 Rental Addons Tax Pavments 652 Rental Deposit Pavments 655 Rental Detail Lines 653 Rental Header 651 Rental Total 654 Rentals Sales Tax Report 645 Rep Number Descriptions Variable File 475 Reports 2 Open Orders 362 Open Order Detail Customer 370 Open Order Detail Item Number 372 Open Order Register Customer 365 Open Order Register Number 363 368 Open Order Register Ship To 367 Open Order Summary Item 376 Open Order Quote Written By 374 Ope
286. tem record in RIM1 D The cost percent is the number that displays on the line detail of the report If the cost percent is zero there won t be a cost calculated for the item 2 Ifa rental item is sold the cost is the purchase price of the item less LTD Depreciation 3 Orders display Subtotal and Deposit fields only Extended cost is not calculated until an invoice is created 4 Invoices Credits display Subtotal Addon Tax Total Deposit and Ave 5 The Transaction Detail displays all lines on the ticket with subtotals for outstanding rental and invoiced rental amount 622 Dimensions11 Part 3 3 Appendix B Rental Day End Update This program moves invoices credits for the current batch in the Rental Sales Master File RSMO D to the Rental Sales History File RSHO D deletes transactions from the Rental Sales Master File creates GPOST entries and increments the rental batch number The G L batch name carries the prefix GR with the source descriptions beginning with Rent The program uses all the standard Variable File settings for G L sales It also prints the G L entries and update messages This is similar to the standard POS day end update program Dimensions11 cs04093 DIM99 DATA Rev9 0 1 Date mm dd yy Port 39 Store 01 Rental Dav End Update Calendar Month 4 Proceed With Update Print G L Entries Print Update Messages Period 4 Month 01 Dav 08 Dav of Week MON Dav of Y
287. tentionally 556 Dimensionsil Appendix B APPENDIX B RENTALS Dimensions11 557 Appendix B APPENDIX B Rentals 558 Introduction The Rental system is useful for retailers who have a large rental area in their store or whose only business is renting items Use it to create transactions for items set up in the new Rental Inventory File RIM1 D Items can be tracked for routine maintenance and depreciation calculations There are reports for Sales and Cost Analysis Rental Asset Pricing and Status and Customer Sales and Rentals You need to add a separate set of transaction reports and an update to the normal day end project to report on and process the rental transactions on a daily basis You should be familiar with the following terminology to better understand how Dimensions handles rentals Order When a customer takes a rental item out you create an order Then when a customer brings the item back you create an invoice for the rental fee by recalling the rental order and making it a return Return A return happens when a customer brings back items they have rented and you create an invoice for the rental fee Sale A sale takes place when an item that is normally rented is actually sold to a customer thus creating an invoice Credit A credit reverses a charge on a customer s account This is done by recalling the invoice and making it a credit thereby picking up the exact pric
288. ter Deposit Amount ODI Nuun 10 PAY 10 Minimum Deposit Previous Deposit Current Deposit Enter the payment method code The cursor moves to the selected payment method and asks for the payment amount as in normal POS cash processing Enter the deposit amount paid by that method or press the up arrow to accept the current deposit amount Then the computer displays 1031 000 ANDERSON MIKE Subtotal Addons 284 00 Rental Return A i Tax iWritten Bv iCust P O Ship To n i iPhone No 480 2311 Total Ret Sold Charge ORDER If this is a charge transaction the computer assumes it is a new order The cursor is positioned at Written By Enter the following information as in normal POS processing Written By Cust PO Ship To Enter your written by sales rep code Written by codes are set up in the Sales Variable File under Descriptions Enter the customer s P O number up to 12 characters if required by the customer s set up in the Customer Master File CM1 D Or press Enter to skip this field only if P O is not required Or press s to bypass the remaining information and go to Step 22 Depending on the Variable File setting by password account or store this entry may be required If the customer had a ship to address set up it is displayed Press Tab to keep it Or enter up to 30 characters for the first line of ship to address Cash transactions require Ship To information
289. tes 1 to 1 Temp Quotes Only print temp quotes only or 2 to print regular quotes only 2 Quotes Only Show Cost Y N Enter Y if you wish to print the average and market costs and percents for each line or N to leave them off the report Type R D S A All Enter R to print regular transactions D for directs or S for special orders Or print all transaction by entering A Page Ejects and Headings Y N Enter Y if you wish to eject a new page and print a heading on every new page Or enter N if you wish to print continuously going over the perforations on the paper Usually when printing detail reports it is not necessary to print a new heading on every page Taking this option will save paper and time Dimensions11 385 Sales Reports SAMPLE OPEN QUOTE DETAIL CUSTOMER mm dd yy 13 01 51 STORE ALL 3000636 QUOTE MISC 1 000 CASH SALE CUST PO LN QTY DESCRIPTION 1 2 00 2X4 08 CONSTR COMMON REDWOOD 3000637 QUOTE MISC 1 000 CASH SALE CUST PO DESCRIPTION 3000639 QUOTE MISC 1 000 CASH SALE CUST PO QTY DESCRIPTION 1 00 250 ROLL PERF A TAPE 6 00 250 ROLL PERF A TAPE 11 00 250 ROLL PERF A TAPE 16 00 250 ROLL PERF A TAPE LN 1 2 3 4 3000640 QUOTE MISC 1 000 CASH SALE CUST PO LN QTY DESCRIPTION 1 10 00 250 ROLL PERF A TAPE 1 000 CASH SALE CUST PO 3000641 QUOTE MISC QTX DESCRIPTION 5 00 250 ROLL PERF A TAPE LN 1 2 5 00 ULTRA WHITE FINISH QUART 386 OPEN QUO
290. the Rental Inventory File RIM1 D to be used in rental transaction entry Use this program to maintain the item record if necessary From the Rentals Menu select 2 for Rental Inventory Maintenance The computer displays the Rental Inventory Maintenance Menu 1 Add Rental Items 2 Update Quantities amp Values 3 Rental Item Maintenance Rental Item Depreciation Select 1 for Add Rental Items The computer displays CS04099A RENTAL INVENTORY ADD Store Number Rental Number Serial Number Descr 1 Tot Purchase Price Descr 2 Unit Sell Price Non taxable Y N Depreciation Life mos Cost Percent Maintenance Cycle days Hourly Rate Dailv Rate Weekly Rate Monthly Rate Minimum Rent Amount Minimum Deposit Amount Number On Hand Number Rented ENTER OPTION A V E The cursor is positioned at ENTER OPTION A V E 2 Enter A to add new items Or to change or delete existing items enter V to view the item first and then select C to change or D to delete These instructions explain the add function The cursor moves to the first field 1 Store Number Enter the following fields for each item you wish to add to the Rental Inventory File 1 Store Number Enter the store number for the item 2 Rental Number Enter the item number for the rental item up to 8 digits Refer to Getting Inventory Started Chapter 5 in the Getting Started User Manual for more infor
291. the T2 file layout You will need this information after exporting the text file to a DOS application so it can be edited Dimensionsil 547 Sales Special Maintenance Part 3 9 Sales Analysis Year End Update DS04892 Totals Year End Update DIM99 DATA Date mm dd yy Rev9 0 3 Port 40 Store 01 This program will create new TOTGO D and T2ssvv D files for the new vear The Accounts Receivable Inventory and Deposits beginning balances will be transferred to the new T2ssyy D file REP D totals will be cleared The past accounting year was 2000 The new accounting year will be 2001 Do you wish to begin Y N FILENAME TOTGO D and T2ssyy D KEYS N A COMMENTS For this example you must have a T20199 D file in order for a T20100 D to be built and updated The following amounts will be entered as the beginning balances in the T2ssyy D file a Ending balance from A R summary b Ending balance from deposit summary c Ending balance from inventory summary This process updates all stores Use the following procedures 1 After selecting Sales Analysis Year End Update from the Totals Maintenance Menu the screen above is displayed 2 You have the following options Y begin the update See below N do not begin the update Return to the previous menu 3 Ifyou answered Y above the computer begins immediately to create the new TOTGO D and T2ssyy D files transfer balances and clear the REP D file It displays Now Creating Gr
292. the store number and year again or end this program by pressing Ese Or enter YES if this is correct The computer will begin immediately to clear the selected totals When the process is completed the computer will display Total Number of T2DR Records Cleared 1010 Will Now Clear REP D Records Total Number of REP D Records Cleared 32 lt Ent gt to end prog 544 Press Enter to acknowledge this message and return to the previous menu Dimensions11 Sales Special Maintenance Part 3 7 Totals Month End Update DS04891 ME Sales Analysis Update ABC LUMBER COMPANY Date mm dd yy Rev9 0 1 Port 43 Store 00 Enter Store Number 0 FILENAME T2ssyy D amp TOTG0 D KEYS N A COMMENTS This option allows you to perform the month end update on the totals files for sales analysis only if needed The normal month end process performs this step automatically but you may have occasion to run it manually alone Enter the store number to be updated This must be done for each store separately Then the computer will ask This program will do the following Clear the monthly totals in T20199 D Clear the monthly totals in TOTG1 0 Clear the monthly totals in REP D Increment the calendar month Are you sure you want to proceed with these updates Y N It is a good idea to copy T2 and TOT to your month end user group before performing the update The update process will clear all MTD fields in the Totals File T2ssyy D for t
293. tion or Esc again to end this process These instructions describe the change option After entering C for Change or V for View the computer displays a list of values Dimensions11 531 Sales Special Maintenance 532 DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Store 01 Port 43 Year 99 n i H l i Group Totals l Class Totals i Assigned Salesman Totals i Written Bv Totals H Loaded Bv Totals i Checked Bv Totals i Delivered Bv Totals i Truck Bv Totals H Cash Invoice Sales i Charge Invoice Sales i Cash Return Sales i Charge Return Sales i Charge Transfers ji Cash In Out i Deposits l Cash Received l A R Summarv i Inventory Summary i Port Totals Enter the number corresponding to the data you wish to view change Or use the up and down arrows to move the highlighted bar to the desired option and then press Enter 1 Taxes Enter the tax code number you wish to view change Then the computer displays DS003120 Maintain T2 D Information DIM99 DATA Date mm dd yy Store 01 Port 43 Year 99 Tax Code 1 TAX CODE 1 Month To Date Year To Date 1 Tax Amount A 00 19 22 2 Taxable Amount A 00 480 24 3 Non Taxable Amount 3 00 00 Enter Line To Change lt Esc gt End Enter the line number you wish to change The cursor moves to that line in the first column in this case Daily You have the following options Enter data Enter th
294. tions by Item This report includes a history of transactions invoices returns orders quotes etc by inventory item It uses data from the Sales History File SHO D which is updated during the day end process The report print the item number and description transaction number date quantity units price sell extension and the following costs if selected average cost average extension average percent and market cost market extension and market percent This report can be printed for all or selected items by all or by a selected vendor and by all dates or by a specific date range DS03302S Rev9 0 6 Sales Transactions LUMBER COMPANY Date mm dd yy ABC CO Port 40 1 Input Parameters Report Print Order 1 Item Number Beginning Value to Print 0 Ending Value to Print 99999999 Spiff Batch if Selected 0 Vendor Number 0 A11 0 Beginning Date o Ending Show Cost Date Y N Print Transaction Detail Y N Print Item Totals Y N Print Section Loc Totals Y N Print Group Totals Y N Store Number Report Date Select Inventory Optional Field Select Sales lt Ent gt Print Report N z Y Y Number of Copies 1 1 Y N N Optional Field E End 1 Input Parameters Special and Unique Input Parameters Report Print Order Spiff Batch If Selected Vendor Number 0 All Show Cost Y N Print Transaction Detail Y N 410 Towards the bottom of the screen a list of
295. to use 372 Dimensionsil Sales Reports Print Transaction Detail Y N Enter Y to include detail lines order number customer number and name delivery date quantity and units price sell amount average cost market cost average cost percent and market cost percent Or enter N for no detail which shows item number catalog number description and totals for the item You will most likely want to print detail lines for this report Print Backordered Qtys Only Y N Enter Y to print backorders only N if not Print Items on Direct Order Y N Enter Y if you wish to print all items including directs Or enter N to exclude direct orders and print all others regular and special order Select Inventory Optional Field This feature works the same as Select Sales Optional Field as explained in the introduction to Section 2 Sales Reports except it allows you to select fields from the inventory files as well IM1 D IM2 D and IM8 D SAMPLE OPEN ORDER DETAIL ITEM NUMBER mm dd yy STORE 01 OPEN ORDER DETAIL BY ITEM ABC COMPANY DS04215 11 38 48 PAGE 0001 ORDER CUST NO DEL DATE QTY UNITS PRICE SELL AMT AVE CST MKT CST AVES MKT 01011121 2696WW 2X6 96 STUD WHITE WOOD 4900718 1000 000 ACME CONSTRUCTION ITEM TOTAL 1 TRAN SECTION TTL 01 01 ZSOIDAJFOID 1 ITEMS 01142400 24RLDFD 2X4 RL STD amp BTR DOUG FIR DRY 4900749 1 SALE 31597 4900749 A SALE 31597 4900749 x SALE 31597 4900749 ki SALE 31597 4900749 SALE 31597
296. to Detail Lines 114 11 Back to Addons 114 12 Tax Correction 114 Dimensionsil 14 Ves No Extensions 115 15 Ves No Lien 115 2 Return 112 3 New Quote 112 4 Order 113 5 Temp Quote 113 6 Transfer 113 7 Cash In Out 113 8 Change Customer cash customer 113 8 Change To Fr Cash charge customer 114 9 Void 114 Select Search for a Customer 41 Select Search for an Item 44 Selected Recap Detail 335 Selected Recap Register 333 SHO D See Sales History File SHO D shift totals 184 186 ship to 119 signatures 74 skip printing 469 SMO D See Sales Master File SM0 D SPO D See Special Order Master File SPO D SP1 D See Special Order Detail File SP01 D Special Maintenance Order Completion OEC D 549 Quote Selection QS1 D 550 Sales History SHO D 519 Additional Data 528 Detail 524 Header 520 Misc Description 522 Misc Record 523 Print Purge SHO No Header 529 Tally 526 Totals 527 Sales Master SMO D 508 Additional Data 517 Detail 512 Header 509 Misc Description 511 Misc Record 516 Print Purge SMO No Header 518 Tally 514 Totals 515 Totals 530 Clear T2ssyy Totals 544 Group Assigned By TOTGO 541 Group Class TOTG0 540 Group Customer TOTGO 543 Group Written By TOTGO 542 Print T2ssyy Data to File 546 671 Sales Analysis Year End Update 548 Sales Totals T2ssyy 531 A R summary 538 addons 533 assigned salesman totals 534 cash in out totals 537
297. tomize certain options that deal with POS procedures When you select Sales Variable File from the Sales Menu another menu is displayed DSVMO100 Sales Variable Maintenance DIM11 DATA Date mm dd vv Rev10 0 1 Port 38 Store 01 Choose Sales Variable File Maintenance Menu Entry Options Addons Sales Tax Print Options Descriptions Messages Transaction Numbers G L Integration Miscellaneous Codes Password Account Options Reports f i p i i p i Special Orders i i i f i Other Options lt Esc gt End Each menu selection goes to another screen or another menu of more options The following section is organized according to this menu Each screen is displayed and its purpose is defined It is assumed you have read the Getting Started Manual and know how to move through menus See Chapter 2 System Training On Line Help Each field contains an on line help screen which explains the purpose and function of each field On the Dimensions system position the cursor on any field in the Sales Variable File and press F1 function key 1 to access the help screen Use the arrow keys to move through the help screen When you are done with the help press Esc and you are returned to the data field In addition to standard help you can develop custom help for any field in the Payroll Variable File Refer to the Getting Started Manual Chapter 2 System Training Dimensions11
298. tored here incrementing by 1 The rental system attaches 2 digits after the decimal to sequentially track all types of transactions generated from an original rental order 01 to 99 If you are using rentals for multiple stores be sure to use different transaction numbers for each store for example 10000 00 for store 1 and 20000 00 for store 2 If you need to change the store number press Esc until you return to the previous menu and change it there option 98 Change Store Enter the beginning and ending times in military time 24 hour clock These fields are used to calculate the rental fee for Rental Entry and Cycle Billing Dimensionsil Dimensionsil 5 Include Sundavs in Rental Period Y N 6 Monthly Billing Period 7 Save Rental History 8 Selling Price Method 9 Cycle Billing Option 10 Form Size 11 Form Heading Option PRINT PROGRAMS Appendix B Enter Y to include a fee for Sunday if the item is rented over the weekend fee based on 7 day week Or enter N to not include a fee for Sunday fee based on 6 day week Enter M to use a calendar month to calculate the rental fee Or enter 4 to use a 4 week period 28 days Enter C to save cash and charge transactions to the Rental Sales History File RSHO D Or enter Y to save only charge transactions to the history file Or enter N to save neither cash nor charge transactions to the history file This works similarly to the options for POS sa
299. tory SHO D Special Maintenance 519 Additional Data 528 Detail 524 Dimensionsil Header 520 Misc Description 522 Misc Record 523 Print Purge SHO No Header 529 Tally 526 Totals 527 Sales Master File SMO D 17 19 32 34 37 40 49 52 53 164 174 178 187 192 261 278 281 283 285 289 294 298 308 307 311 321 324 347 354 359 363 365 367 368 370 372 374 379 381 383 385 387 388 403 509 511 512 514 515 516 517 518 553 Sales Master SM0 D Special Maintenance 508 Additional Data 517 Detail 512 Header 509 Misc Description 511 Misc Record 516 Print Purge SMO No Header 518 Tallv 514 Totals 515 sales tax 110 Sales Tax Variable File 460 Multiple Tax Descriptions 462 Sales Tax Options 461 Sales Tax Options Variable File 461 Sales Tax Receipt Report 429 Sales Tax Report 428 Sales Tax Report SHO 432 Sales Transactions by Item 410 Sales Weight by Loaded Rep 449 salesman assigned 61 207 Select Completed Orders 265 select payment method 116 3 10 116 cash 116 credit card 116 Select Quote to Delete 312 Select Quote Order by Customer 300 Select Quote Order by Customer recap 329 Select Quote Order by Lot recap 331 Select Quote Order by Number 295 Select Quote Order by Number recap 326 Select Quote Order by Range 304 Select Quote Order Cust amp Lot 308 select sales optional fields 358 select transaction 111 1 Sale 111 10 Back
300. total deposit amount balance open orders only average and market cost percents if selected expected gross margin indicator if over if under price source if other than automatic and order type if using order entry I invoice R return T transfer This information comes from the Sales Master File SMO D Orders are stored temporarily until they are invoiced completely or deleted Quotes remain in the file to be used again and again until they are deleted They can be recalled and changed into orders or invoices Temporary quotes are like regular quotes except they are not stored permanently They can be recalled and changed into orders or invoices but they can be used only once DS04210 Quo Ord Register By WB ABC LUMBER COMPANY Date mm dd yy Rev9 0 2 ABC CO Port 39 Store 01 1 Input Parameters Beginning Written By 0 Ending Written By 9999 Beginning Transaction o Ending Transaction 9999999 Beginning Date 0 Ending Date 999999 Report Selection All Orders Show Cost Percent Y N Page Break Between Slsmn Y N Number of Copies Store Number 0 A11 Report Date Select Optional Field Y N lt Ent gt Print Report E End 1 Input Parameters Special and Unique Input Parameters Report Selection 1 All orders 2 Backorders only 3 All quotes 4 Temp quotes only 5 Quotes only Show Cost Percent Y N Enter Y if you wish to print the average and market cost percents for each line or N t
301. truck 121 truck totals Special Maintenance 535 type transaction 62 207 types of transactions cash in out 4 order 3 quote 3 return 3 sale 3 temp quote 3 transfer 4 U Update Messages rentals day end 625 Update Quantities amp Values rentals 610 673 V Variable File 2 Addons 457 Functional Add ons 459 Sales Add ons 458 Descriptions 473 Payment Methods 474 POS Additional Fields 478 Rep Number Descriptions 475 Entry Options 451 Company Options 452 Misc Store Options 456 POS Back Screen 455 POS Enter Detail Screen 454 POS Menu Options Front Screen 453 G L Integration 489 Deposits 492 Inventory Sold 494 Payments 493 Sales 490 by customer class C 490 by customer class by group B 491 by groups of inventory Y 490 by type of sale N 490 History 505 Messages 479 Cash In Out 483 Invoices and Returns 480 Orders 481 Quotes and Temp Quotes 482 Transfers 484 Miscellaneous Codes 495 Foreign Exchange 498 History 496 Purge Update Dates 499 Transfers 497 Password Account Options 500 674 POS Back Screen 504 POS Enter Detail Screen 503 POS Front Screen 502 POS Menu 501 Print Options 463 Alternate Printer Programs 470 Custom Transaction Descriptions 472 Default Printer Programs 464 Password Account Print Programs 471 Rentals 563 Reports 506 Sales Tax 460 Multiple Tax Descriptions 462 Sales Tax Options 461 Special Orders 485 Password Account
302. tten Bv Salesman Enter Values To Select Enter Values To Not Select Enter Range To Select Beginning Value Ending Value Enter Range To Not Select Beginning Value Ending Value lt Esc gt Back To Field To Check Option 1 4 Press Esc to go back to Step 2 to select another field or enter one of the displayed options Dimensions11 359 Sales Reports 1 Enter Values To Select a C According to the field you selected in Step 2 enter the value to match and print For example you selected field 11 Written By Salesman and wish to print only orders with Written By Salesman 2 Enter 2 You can enter up to 5 different values to match For example you selected field 45 Addon Code 1 and wish to print only items with addon codes 3 4 7 and 99 Enter 3 4 7 and 99 pressing Enter between each entry When you are done entering values press Enter to go to Step 4 2 Enter Values To Not Select a C According to the field you selected in Step 2 enter the value to match and thereby not print For example you selected field 10 Price Level and wish to print all orders with price levels other than 1 Enter 1 You can also enter up to 5 different values to match and not print When you are done entering values press Enter to go to Step 4 3 Enter Range To Select Beginning Value Ending Value According to the field you selected in Step 2 enter a beginning and ending value to match and prin
303. un every day to refresh the entries for any items that have been changed or added to the Rental Inventory File during the day cs04091K Generate RIM1 J2 Index DIM99 DATA Date mm dd yy Rev9 0 1 Port 39 Store 01 This program will do the following 1 Delete Current Keyword Index RIM1 J2 if it exists 2 Create a New Blank Keyword Index RIM1 J2 3 Read thru RIM1 D using RIM1 I1 adding to Keyword Index RIM1 J2 Do you wish to proceed Y N Enter Y to proceed with the program When done the computer displays cs04091K Generate RIM1 J2 Index DIM99 DATA Date mm dd yy Rev9 0 1 Port 39 Store 01 This program will do the following 1 Delete Current Kevword Index RIM1 J2 if it exists 2 Create a New Blank Keyword Index RIM1 J2 3 Read thru RIM1 D using RIM1 I1 adding to Keyword Index RIM1 J2 Now adding to RIM1 J2 Please Wait RIM1 J2 has been generated with 9 entries from 4 RIM1 D records NOTES 626 Dimensionsil Appendix B Part 3 6 Purge Rental Sales History This program purges the Rental Sales History File RSHO D once the file is more than 80 percent used As part of the day end project this program checks the status of the file and purges one week of transactions if it is over 80 percent used Date mm dd yy Port 39 Store 01 CS04090U RSHO D Automatic Purge DIM99 DATA Rev8 0 0 This program will check the file status on the Rental Sales History file If the file is over 80 full sales transactio
304. unt 99 Change Date Exactly like standard POS procedure to change the date Controlled by Sales Variable File setting by password account Steps 4 22 describe option 1 Rental Entry 4 Ifyou selected 1 for Enter Rental the computer displays the standard customer selection routine cs04090 Rental Entry DIM99 DATA Date mm dd yy Rev9 0 4 Port 41 Select Customer Name or Number 1 lt UpA gt Search lt DnA gt Change Search Store 0 O A11 Select the customer for this rental transaction Or press Esc to return to the previous menu 5 Then the computer displays the front screen of the transaction cs04090 Rental Entry DIM99 DATA Date mm dd yy Rev9 0 4 Port 41 L 1031 000 ANDERSON MIKE 5144 KENSINGTON STREET Cls 3 CUSTOMER CLASS 3 NORWALK CT Smn 2 NEIL Tms 1 TERMS CODE 1Due 02 10 01 84025 480 2311 Ship To Selected Signature CAROL BEST MSG MESSAGES ARE A REAL FRIEND lt Ent gt Continue lt Esc gt Wrong Customer The standard Sales Variable File Password Account Options control the silent options on this screen just like standard POS Change any silent options if needed Press Enter when you are ready to continue to the detail lines of the transaction 576 Dimensions11 Appendix B 6 Then the computer displays the detail lines screen New Entries 1031 000 ANDERSON MIKE Rental Return Sold lt UpA gt Continue Help The item selection routine is slightly different than
305. urlv Rate 20 7 8 9 10 11 12 13 0 i Davs 00 Dailv Rate 80 14 15 16 17 18 19 200 i Weeks 00 Weeklv Rate 200 21 22 23 24 25 26 27 0 i Months 00 Monthiv Rate 800 28 29 30 31 10 ooo 1 l Days lt Ret gt Add Days lt UpA gt View Calend ity Enter Date Out mmddyy lt Esc gt Back To Quantity lt UpA gt Calculate Rent Amount Use the arrow keys to move the highlighted box to the desired date on the calendar Press Enter to select that date Go to Step 11 lt Tab gt Display Rental Press Tab to display rental activity as in Step 9 Activity Press Enter or Esc after viewing the activity to return to Qty Enter Date Out mmddyy Enter the date the item is going out in the standard date format mmddyy Go on to Step 11 lt Esc gt Back to Quantity Press Ese to return to Qty Step 9 11 The cursor moves to Out Time New Entries 1040 000 BECK STREET CONSTRUCTION Date 12201 In Time 1225 ES Minimum Rental 0000 Rental Daily 0000 Rental Weekly 3 0000 Rental Monthly ja Rental Enter Time Out hhmm lt Esc gt Back To Date You have the following options Enter Time Out hhmm Enter the time the item is going out in the standard time format hhmm in military time Go on to Step 12 lt Esc gt Back to Date Out Press Esc to back up one field to Out Date Step 10 lt UpA gt Calculate Rent Use after entering the out date time and in date Amount time to c
306. xt file which can then be used in a DOS based application such as Lotus 1 2 3 Excel or WordPerfect See below for an explanation of each input parameter Text File Name Blank Print to Screen Only Beginning Record Number Ending Record Number Text File Type 1 Fixed Field 2 User Selected Delimiter 3 Crif After Each Field 1 Enter up to 8 characters to identify the text file you will be creating such as TOT TXT or TOT PRN The PRN extension is a commonly used extension in DOS that signifies that the file was output as printed text Some programs that can import data will search your system for a file ending with the PRN extension but in most cases you can use whatever filename you choose 2 If you do not wish to create a text file but print the data to the screen leave this field blank Enter the beginning record number to print to text See the record numbers in Sales Totals Or press Tab to start at the beginning of the file Enter the ending record number or press Tab to include all remaining totals 1 This parameter sets up how the fields in each record are to be separated The DOS program you will be using to import this data will ask how the data is structured so it will know how to format it when it comes over 2 1 Fixed Field The text file will be created with fixed length fields If the data in each field is less than the allotted field length blank spaces will be added to fill up the field Dimens
307. y Quantity Quantity Unit Cost Unit Cost Unit Cost Purchase Amt Purchase Amt Purchase Amt Select Rental Item Me lt Esc gt Exit lt DnA gt Change Store Help The cursor is positioned at Select Rental Item Enter one of the following options Enter a rental item number Enter the actual rental item number and press Enter The search starts with the first encounter with the item number Continue to Step 3 Enter a keyword Enter a word from the rental item s description and press Enter The search starts with the first encounter of the keyword This is case sensitive Continue to Step 3 lt DnA gt Change Store Press the down arrow to change the store number The computer asks Enter New Store Enter the store number from which you wish to search for rental items You are returned to Select Rental Item Dimensionsil Appendix B 2 Help Enter 7 and press Enter for help with this field The computer displavs the following options 4 Numeric lt Ent gt Rental Scroll Alpha lt Ent gt Keyword Scroll i i lt DnA gt Change Store i i A ti a a y 1 1 Exit Program This box shows you all the options you can do at Select Rental Item Numeric lt Ent gt Enter some numeric data such as an item number and press Enter to scroll through the Rental Inventory File in item number order Alpha lt Ent gt Enter some a
308. y for Cash Accounts Y N Recalled Order Change Track Voids Y N Written By Allow Returns if Charge Allow Order if Credit Changed to Cash Y N Limit Released by X Return to Stock Y N Print Backorders Restrict Transfers Y N Renumber Lines Cash Invoice Numbers A B Maximum Change Amount Billing Type ALTERNATE PRINT PROGRAMS FOR 22 Cash Default Printer Skip Deposit Y N 23 Cash Selected Printer Restrict Lien Toggle Y N 24 Charge Default Printer 25 Charge Selected Printer lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help 504 Dimensionsil Sales Variable File 5 History This screen allows you to set up password account options for history options DSVM0110 History Password Account Options DIM11 DATA Date mm dd yy Rev11 0 Port 39 Store 01 1 Enter Password Account HISTORY OPTIONS Print Average Cost on History Reports Y N Print Market Cost on History Reports Y N lt UpA gt Search for Password Account Name lt Esc gt End lt F1 gt Help Dimensions11 505 Sales Variable File 12 Reports This menu is displayed after selecting 12 for Reports from the Sales Variable File Maintenance Menu DSVM0100 Sales Variable Reports DIM11 DATA Date mm dd yy Rev10 0 1 Port 39 Store 01 Choose Sales Variable File Report Basic Sales Options Entry Options Addons Sales Tax Print Options Descriptions Messages Spec
309. ys Y N Y N Y N 0 A11 lt Ent gt Print Report E End 1 Input Parameters Input Parameters Beginning Rental Item Ending Rental Item Values to Print Within 7 Days Print Detail Lines Y N Print Section Totals Y N Print Group Totals Y N 636 Enter the first rental item number to include on this report Or press Tab to start with the first item found in the file Enter the last rental item number to include on this report Or press Tab to use all remaining items found in the file 1 items due for maintenance 2 items past due for maintenance 3 all items This parameter controls the items selected for the report that are due for maintenance in the next seven days Enter a different number of days if desired Enter Y to include detail lines one line for each rental item showing store number rental item number serial number description maintenance frequency sales cost depreciation maintenance total cost and net profit Or enter N for no detail which shows section and group totals if selected You will most likely want to print detail lines for this report Enter Y if you wish to print the section totals at the end of each section N if not Enter Y if you wish to print the group totals at the end of each group N if not Dimensions11 Appendix B SAMPLE MAINTENANCE STATUS amp VALUES REPORT mm dd yy STORE 01 RENTAL MAINTENANCE REPORT DIM11 DATA Cs040973 10 20

Sales User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents