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Store Manager User Guide

1. 46 Click Save and then click Exit Receiving inventory by case You can use the receiving by case function to record the receipt of items in your store that do not have a corresponding purchase order and that are shipped in cases only When you create a new receiving by case transaction it has a status of pending For information about completing a receiving by case transaction see Completing a receiving transaction on page 79 In the following steps you ate required to enter information into the Receiving by case window For information about the fields in the window see Receiving inventory by case on page 77 WARNING Items that you receive into your store through a receiving by case transaction are not added to your on hand inventory You must perform an inventory adjustment to have the Store Manager reflect the receipt of these items For information about performing an inventory adjustment see Adjusting the on hand inventory quantities on page 94 To create a receiving by case transaction 1 On the Main Menu click Inventory Click Receiving Click the Receiving by Case tab Click New Woe ks The Txn Number field defines the unique number that identifies the inventory transaction The inventory transaction number sequence is used for purchase orders receiving transactions transfers and inventory count PLU lists No action required Store Manager automatically completes this field with a number
2. The Total Tenders field displays the totals of the amounts in the Amount field No action is required Store Manager automatically completes this field The Lump Sum Denomination button allows you to switch between entering the lump sum amounts or denominations If you are entering the pickup amount by denomination the tender denominations are listed in this field Balancing a cash drawer 14 15 16 17 18 19 Your head office uses the Configurator to define denominations for a tender If no denominations ate defined for the tender the denomination button is disabled Use the Denomination button on this window to enter amounts by denomination Once in denomination mode the button s label changes to lump sum To define the amount of the selected tender being removed from the safe type an amount including the decimal places in the Lump Sum Amount field To select a tender click the tender in the Tender field The Total Denominations field displays the total of the amounts that you enter in the Amount field when you enter amounts by denomination Your head office uses the Configurator to define denominations for a tender If no denominations are defined for the tender the denomination fields are not available Click the Denomination button in this window to enter amounts by denomination No action is required Store Manager automatically completes this field Note If the sum of the Lump Sum Amount column fall
3. 2 To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e Ifyou want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK 3 Click Generate Report The summary report appears Note Net Sales Sales total returns voids Working with standard reports 4 Tender report To generate the detail report click Generate Detail Report The detail report appears The Tender report provides information about tender usage including number of transactions using the tender and tender totals Once you generate the Tender report you can double click a tender to view a detail report showing all transactions related to that tender The detail report also lists foreign tenders To generate the Tender report 1 2 On the Report menu click Tender The Tender Report Criteria window appears To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e If you want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the
4. When you complete a pickup transaction using the Store Manager the amount picked up is automatically added to the actual amount when the cashier or register balances and is added to the safe s contents Entering a new pickup A new pickup has a pending status until you complete it You can modify the amounts in a pending pickup transaction Pending pickup amounts are not applied to the cashier s or register s actual tender totals during balancing or added to the safe s contents For information about completing a pickup see Completing a pickup on page 128 Before you complete the following steps you must define the selections in the Reason Code drop down list if the Reason parameter is set to mandatory To enter a new pickup 1 On the Main Menu click Cash Management Click the safe with the pickup Click POS Pickup Click New Complete the fields in the window as appropriate Click Save and then click Exit W pio p P Completing a pickup 128 A pickup has a pending status until you complete it Completed pickup amounts are subtracted from the cashier s or register s actual amounts during balancing and added to the safe s contents You cannot modify a completed pickup but you can void it If you find an error in a completed pickup you must void the pickup and create a new one For information about voiding a pickup see Voiding a pickup on page 129 To complete a pickup 1 On the Main Menu
5. e Incorporating third party applications on page 18 Defining general system parameters Before you can define options for specific functions in Store Manager you must define the general system parameters To define general system parameters 1 On the Main Menu click Parameters Setup 2 On the Parameters Setup Menu click General Parameters The General Parameters Setup window appeats To define the general company and store information 1 Inthe Company field type up to 50 characters to define the name of the company as it will appear on reports 2 In the Logo field type the full path and file name of the store logo 3 Inthe Store Name field type up to 50 characters to define the name of the store that will appear on reports 4 Inthe Address 1 field type the street portion of the store s address and if necessary in the Address 2 field type the remainder of the address that will appear on reports These fields are limited to 50 characters each To set the server communication parameters 1 Inthe Update Term Interval field type the number of minutes after which the message window will shut down and communication between the Store Manager and the server will be terminated 11 Customizing Store Manager Ensure that the interval is no longer than the time required for communication during the End of Day function or for the function that requires the longest communication To define how often the St
6. 34 The Partial field accepts the items you have added to the receiving by case transaction but does not complete the transaction You can open the receiving transaction again and add additional items to it For information about receiving a partial shipment see Receiving a partial order below Click the button 35 Click Save and then click Exit Receiving a partial order You can receive a portion of your shipment with the rest to arrive later record the items you do receive in a receiving transaction and mark the transaction as a partial order The items you receive are added to your on hand inventory quantities You can open a receiving transaction with a status of partial and add items to it The receiving transaction has a status of partial until you complete it Tip You can see the quantity of an item that your store has already received by highlighting the line containing the item and clicking Detail on the Receiving window To receive a partial order 1 Create a new receiving transaction or open an existing pending or partial transaction 2 Complete the fields as appropriate for the items and quantities you receive 3 Click Partial The partial receiving transaction is saved Completing a receiving transaction A receiving transaction has a status of pending or partial until you complete it You cannot modify a receiving transaction after you complete it To complete a receiving transaction 1 Create a new r
7. s SKUs to identify the items You can use vendor s SKUs to identify items if the vendor s SKUs for the items are defined Once you issue a purchase order it can be converted into a receiving order that you use to record items that you receive into the store s inventory Creating purchase orders manually using PLU or vendor s SKU After you create a manual purchase order it has a status of pending You must issue the purchase order to make it available to be converted into a receiving order For information about issuing a purchase order see Issuing a purchase order on page 68 3 To create a purchase order 1 On the Main Menu click Inventory The Inventory Menu window appears 2 Click Purchase Orders The Purchase Order Selection window appears 3 Click New A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU Tip To skip this step and avoid displaying the dialog box below ensure that the Maintain Vendor SKU parameter is disabled in the Inventory Parameters section of Parameters Setup 4 Click either By PLU X Ref or By Vendor SKU 5 Complete the appropriate fields at the top of the Purchase Order window e The Txn Number field defines the unique number that identifies the inventory transaction The inventory transaction number sequence is used for purchase orders receiving transactions transfers and inventory count PLU lists No action required Sto
8. 134 POS Loan New 124 POS Loan Safe Maintenance 126 setting parameters 124 POS Loan Selection 126 POS Pickup Selection 128 POS Pickup to Safe 128 POS Pickup to Safe Maintenance setting parameters 130 Print Queue Maintenance 184 Purchase Order Report 68 Purchase Order Selection 63 Purchase Orders Selection 66 Manual PO parameters 63 Receipt Logo Maintenance 16 Receiving Report 80 Receiving Selection 73 Receiving by Case patameters 77 Receiving Transactions parameters 73 Report Macro Definition Selection 156 157 Report Macro Menu 156 Report Management Security Setup 102 Safe Balance Selection 145 Safe Content Report 148 Safe Contents 147 Safe Deposit Maintenance 137 Safe Deposit Selection 136 Safe Transactions 142 Safe Transfer setting parameters 143 Safe Transfer Selection setting parameters 142 Safe Withdrawal New 140 Select Display Type 73 Select Display Type Purchase Orders Selection 63 Select Suggested Order Type 67 Server Log 191 Server Message Log 191 Server State Information 191 Sort Setup 13 Store Administration 98 100 Store Transfer by PLU 80 Store Transfer Selection 80 Transfer in by Case parameters 83 Transfer in by PLU parameters 80 Transfer out by Case parameters 83 Transfer out by PLU parameters 80 Stores Selection 117 Suggested Order Statistics 67 Terminal Administration 100 101 Transaction List setting parameters 148 Transfer Report 84 Worksheets Security Setup 102 windows See also window acces
9. 2 3 4 5 On the Main Menu click File Maintenance Click Customer The Customer Menu appears Click Customers The current list of customers appears Select the customer and click Open The Customer Maintenance window appears Click the Loyalty Points tab Note If there is an existing loyalty program the customer s program information and points display In the Price Level field type the number associated with the customer s price level In the Secondary Level field type the number associated with the customet s secondary price level In the Automatic Discount field type the number associated with the customer s automatic discount status Click Save Viewing customer discounts Use this procedure to view details of a customer s discounts To view customer discount information l 2 3 4 5 On the Main Menu click File Maintenance Click Customer The Customer Menu appears Click Customers The current list of customers appears Select the customer and click Open The Customer Maintenance window appears Click the Discounts tab The Discount tab appears 115 Store Operations Recording extended customer information Customer information in the extended fields is stored in the database and can be exported to an ASCII file for use by a third party application Note For more information see Working with extended fields on page 17 Recording extended customer inf
10. 58 Configuring inventory parameters e Vendor Discount Type up to 30 characters to record information about vendor discounts for which the store is eligible e Terms Type up to 30 characters to record information about payment terms the store must follow with the vendor e Note Type any notes about the vendor e Web Site Type the address of the vendor s web site Select the check boxes for the days on which orders are placed with the vendor When the vendor record is complete click Save Deleting vendor records Note You should not delete vendor records that have been selected in any Store Manager fields To delete a vendor record 1 2 3 On the Main Menu click File Maintenance Click Vendors The current list of defined vendors appears Click the vendor whose record you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Configuring inventory parameters You must define the Store Manager s inventory options before you perform any other inventory control functions To define inventory parameters 1 2 3 On the Main Menu click Parameters Setup The Parameters Menu window appears Click Inventory Parameters The Inventory Parameters Setup window appears In the Miscellaneous area of the Inventory Parameters Setup do the following e Purchase orders receiving transactions transfers and inventory count PLU lists are assigned numbers
11. Click Label Parameters and then click Designed Labels Definition The Price Tags Selection window appears Do one of the following e To modify an existing label select the label and then click Open e To create a new label click New The Designed Label window appears In the Tag Name field type up to 40 characters for the name of the label From the Layout drop down list select a layout for the label A blank row appears in the bottom of the window with the cursor positioned in the Description field From the Description drop down list do one of the following e To print custom information on the label select one of the user definable options e g usetdefinel and then in the Tag Data field type the information to be printed e To include pre defined information on the label select the option for the information you want to print If you want to override the length of the label defined for the Layout you selected in the Length field type the maximum length in inches of the label To define where the information will appear on the label e In the Line field type the number of the line on which the information will be printed e Inthe Col field type the number of spaces from the left edge of the label that the information will be printed To define details of the font that will be used for the label e From the Font drop down list select a font e If the information is to be printed in bold face check the Bold ch
12. However it can also consist of other information such as taxes You can also create a batch yourself so that a series of price updates can be implemented at once You can view edit and apply the information in the batches using the batch management function Each time the batch management function is used to change the price of a PLU the information is tracked and you can review it using the retail price audit function For more information on the price audit function see Auditing product price changes Each batch you receive has a unique batch number consisting of your store number and a sequential number A batch contains a list of PLUs fields current values for the fields from the PLU table and new values for the fields Your head office uses the Configurator to define the fields that can be affected in the batches of updates and determines if you can edit the information at the store level in the Store Manager The batch does not need to contain updated information for all of the fields Working with price batches Applying a batch The files that contain batches of new PLU information have a pending status until you apply them While the files are pending you can edit the information in them For information about editing the information in the files see Creating and editing batches You can apply the batch of changes in a file using the Price Batches Selection window or the Price Batch Maintenance window This s
13. If more than two safes exist select the destination safe from the Safe drop down list Click New The name of the safe that the funds are being transferred from displays automatically in the From field No action is required If there is more than one potential destination safe select the destination safe that the funds are being transferred to in the To field If there is only one potential destination safe then it is automatically selected Click the Reason drop down list and select the reason that you are performing the safe transfer You define the selection of reasons that appear in this drop down list on the Code Table Maintenance window You can define any notes that you want to record about the transfer Type an alphanumeric string up to 40 characters in length in the Notes field Click the Amount field beside each tender type and type the amount of each tender that is being transferred Note that you must click in the same amount field a second time after typing the amount in the field To define the amount of the selected tender type an amount including the decimal places in the Lump Sum Batch field To select a tender click the tender in the Tender field Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold the
14. Store Manager includes a set of reports that provide summary and detailed information about your product hierarchy inventory pricing and many other aspects of your store operations Store Manager also includes a number of features you can use to customize your reports and to automate generating and printing selected reports To display the Report Menu On the Main Menu click Reports The Report Menu appears Generating reports The steps you follow to generate reports are generally the same for all Store Manager reports Note With the exception of the Clock In Clock Out report the Store Manager reports all appear on the Report Menu To generate a report 1 On the Report Menu click the report you want to generate The corresponding report criteria window appears Specify the report criteria that Store Manager uses to select and organize the data to be included in the report For details about doing this for a particular report refer to the section for that report Click Generate Report If Store Manager finds data matching your selection the report appears Otherwise a message appears indicating that there is no matching data 151 Working with Reports Working with generated reports Once you have generated a report you have the following options To reverse the order in which data is sorted in any column click the corresponding column heading To view information about the criteria used to ge
15. click Cash Management 2 Click the safe with the pickup 3 Click POS Pickup The pending completed deleted and voided pickups appear in the window 4 Click the pickup you want to complete and then click Open The POS Pickup to Safe Maintenance window displays the pickup information 5 Click Complete The pickup s status changes to completed 6 Click Exit Performing a pickup Modifying a pickup You can only modify a pending pickup Once you have entered the final information for a pickup you can complete it For information about completing a pickup see Completing a pickup on page 128 You cannot modify a completed pickup If you need to make a change to a completed pickup you must void it and create a new one For information about voiding a pickup see Voiding a pickup on page 129 To modify a pending pickup 1 On the Main Menu click Cash Management 2 Click the safe with the pickup 3 Click POS Pickup The pending completed deleted and voided pickups appear in the window 4 Click the pickup you want to modify and then click Open The POS Pickup to Safe Maintenance window displays the pickup information dy Change the fields in the window as appropriate 6 Click Save and then click Exit Voiding a pickup You can only void a completed pickup and it must be voided on the same Business Date Voided pickups are visible in the POS Pickup to Safe Selection window They cannot be modifi
16. click New e To change an existing employee file record click Display All select the record and then click Open The Employee window appears 4 Inthe Employee ID field type up six characters that uniquely identify the employee in Store Manager 5 Inthe First Name and Last Name fields type the name of the employee 6 Complete the following details to identify the employee e Address Type up to 30 characters of the employee s street and unit address e City Type the city in which the employee resides e Region Number Type a number that defines the location of the store in which the employee works e State Province Select the state or province in which the employee resides e Zip Postal Code Type the employee s zip code or postal code e Phone Number Type the employee s home telephone phone number The brackets around the area code and the hyphen between the third and fourth numbers are completed automatically e SSN SIN Type the employee s Social Security Number or Social Insurance Number 7 Complete the following information about the employee e Employee Type Select the employee s type of employment for example Full time or Part time Employee management 10 11 12 e Salesperson Num If the employee is a salesperson type an identification number that can be used to generate sales reports and calculate commissions by salesperson e Employee Status Select the employee s employment status e
17. click the Receive Discrepancy Number Required check box If you click this check box you cannot complete the receiving transaction until you enter a discrepancy number Linking a vendot s SKU to a PLU e To require a receiving type from the Receiving Type drop down list in the Receiving window click the Receiving Type Required check box If you click this check box you cannot complete the receiving transaction until you select a type e To require a ship type selection from the Ship Type drop down list in the Receiving window click the Shipping Type Required check box If you click this check box you cannot complete the receiving transaction until you select a ship type e To control the percentage of the allowed difference between the expected quantity and the actual quantity type a value in the Short Over Qty Threshold Percent field If the actual quantity entered is not within the given percentage of the expected quantity a warning is issued 6 Inthe Transfers area of the Inventory Parameters Setup window do the following e To require a ship via selection from the Ship Via drop down list in the Transfer window click the Ship Via Required check box If you click this check box you cannot complete the receiving transaction until you select a ship via 7 Inthe Physical Inventory area of the Inventory Parameters Setup window do the following e To require a selection from the Reason drop down list in the Physical Inventory
18. e Allow Returns return transactions e Allow Rtn w o Rept return transactions without a receipt e Allow Pend Trans pending transactions 12 Click Save Assigning department taxes and itemizers You can use up to four itemizers to restrict the tenders that a customer can use to pay for the items You do not explicitly set up itemizers you simply assign itemizers to tenders and to departments and if they match the items in the department can be purchased with the tender Itemizers can also be used to restrict discounts and items in addition to tenders Itemizers are assigned to tenders in the Configurator by your head office For example if the tender food stamps has itemizer ID 2 and department 3 has itemizer ID 2 a customer can pay for an item in the department with food stamps If department 4 has itemizer ID 1 a customer cannot pay for items in it with food stamps 25 Working with the Product Hierarchy You can assign taxes to itemizers that have been assigned to a department Note For information about defining taxes For example assume department 3 is assigned itemizers 1 and 3 and itemizer 1 is assigned taxes 1 and 2 and itemizer 3 is assigned tax 2 The tender cash has itemizer 1 and food stamps has itemizer 3 If the customer pays for an item in department 3 with cash tax 1 and 2 is applied If the customer pays for the item with food stamps only tax 2 is applied To assign taxes and itemizers to depa
19. items without purchase order by case 77 partial orders 79 printing report 80 report 80 voiding transactions 80 receiving by case function 77 Receiving by Case parameters Receiving Selection window 77 receiving by case transaction 77 receiving inventory 73 See receiving receiving orders See also receiving converting from purchase orders 73 Receiving report example 80 Receiving Report window 80 Receiving Selection window 73 Receiving by Case parameters 77 Receiving Transactions parameters 73 receiving transactions completing 79 converting purchase orders 73 creating 73 items without purchase order 77 partial orders 79 pending 79 printing report 80 receiving by case function 77 report 80 voiding 80 Receiving Transactions parameters Receiving Selection window 73 records customer creating 113 deleting 116 in tables updating 192 new store deleting 117 sorting options setting 13 tables 192 updating 192 vendor 58 register parameters 193 report Balance 166 Clock In Clock Out 173 Current Inventory 174 Department 162 Gross Profit 177 Hourly Sales Summary 165 In Stock Research 179 Inactive PLU 176 Inventory Adjustment 175 inventory reports 174 Currenty Inventory 174 Gross Profit 177 Inactive PLU 176 Inventory Adjustment 175 List of Orders 87 Performance Summary 178 Transfer 84 Item Movement 158 List of Orders 87 Loss Prevention Summary 163 Non Merchandise Detail 160 Non Merchandise Summary 160 Pending Tr
20. parameters 109 reviewing employee times 109 confirming clock in out times 111 exporting clock in out files to head office 112 functions 107 parameters 107 configuring 107 pending loan transaction 124 Performance Detail report patameters 178 Performance Report Selection Criteria window patameters 178 Performance Summary report 178 patameters 178 performing cash drawer pickup 128 loan 124 pickup from cash drawer 128 performing query on safe transactions 148 Period Sales report 180 physical inventory count count sheets 90 performing 90 Physical Inventory Maintenance window 93 Physical Inventory Selection window 92 pickup from cash drawer completing 128 displaying 128 entering 128 entering new 128 modifying 129 pending transaction 128 performing 128 transactions 128 viewing details 129 voiding 129 PLUs 61 86 183 Inactive PLU report 176 inventory adjusting on hand quantities 92 control 57 count list 92 counts 92 on hand quantities 92 inventory information 86 manual purchase orders 63 receiving inventory 73 receiving inventory by 73 reports Inactive PLU 176 shelf labels formats 183 vendor s SKU 61 POS Balance Maintenance window 133 134 patameters 134 POS Balance Selection window 132 134 POS Loan New window 124 POS Loan Safe Maintenance window 126 patameters 124 POS Loan Selection window 126 POS Pickup Selection window 128 POS Pickup to Safe Maintenance window patameters 130 POS Pickup to Safe window 128 PO
21. remove the checkmark e To remove a column from the sort order click and drag it back to the Source Data section 5 Click OK Getting Started Searching for and selecting PLUs 10 When you work with several windows in Store Manager you must specify a PLU The Select PLU window provides an easy way to search for and then select the PLU you need To search for and select a PLU 1 From a PLU field press F12 The Select PLU window appears 2 From the list of categories on the left side of the window double click the category to which the PLU belongs A list of groups opens below the category 3 From the list of groups double click the group to which the PLU belongs A list of departments opens below the group 4 From the list of departments double click the department to which the PLU belongs The list of PLUs and their descriptions associated with that department appears 5 Click the PLU you need and then click Select The PLU you selected appears in the PLU field Customizing Store Manager This section provides information about setting up and customizing Store Manager for use in your store Topics include e Defining general system parameters on page 11 e Setting sort options on page 13 e Customizing customer display messages on page 15 e Customizing receipt headers and trailers on page 16 e Maintaining drop down lists on page 16 e Working with extended fields on page 17
22. s You can assign different options to three PLUs in the floral department e PLU 58962247 christmas tree Christmas option PLU 45846317 daffodils Easter option e PLU 78271249 rose bouquet Valentine s option For information about assigning user flag options to PLUs see Defining user flags taxes and itemizers For information about assigning user flag options to promotions see Adding and modifying promotions You can also use the user flag options to generate the Item Movement report using the user flag options as criteria to track the sales of the items to which you assign the options For information see Item Movement report Defining a user flag To define a user flag 1 On the Main Menu click File Maintenance Click User Flags The User Flags Maintenance window appears In the User Flag No field select a user flag In the User Flag Name field type up to ten characters to describe the flag Click Save Qi po Adding and changing user flag options 30 To add or change a user flag option 1 On the Main Menu click File Maintenance 2 Click User Flags The User Flags Maintenance window appears 3 Inthe User Flag No field select a user flag The existing options if any for the user flag appear in the lower part of the window 4 Do one of the following e To add a new option click New A new row appears with the cursor positioned in the Code ID field e To change an existing fla
23. Administration 2 Click Retail Price Update Audit The Retail Price Update Audit window appears 3 Click Display All Price change information appears Tip You can perform a query to locate price change information about a specific PLU or for records matching other criteria Viewing future prices 56 Use this procedure to inquite about a PLU s price on a specific date in the future If a PLU s price will change in the future the effective date and retail price appear in this window on the Future Prices tab of the PLU window To view future prices for PLUs 1 List the PLUs as described in Listing PLUs 2 Select a PLU and then click Open 3 On the PLU window select the check box beside Future Prices tab The Future Prices tab appears Inventory Management This section provides information about the inventory control functions available in the Store Manager Inventory control includes ordering receiving transferring inventory preparing a sheet for inventory counts and adjusting inventory levels after the counts You can identify items using an item s PLU or the SKU number assigned by the vendor If you click Inventory Control in the PLU Maintenance window when you add or modify a PLU record the Store Manager tracks the on hand quantity of the item Tracking accounts for sales receiving transfers and any adjustments you make manually You can see current inventory information about the item in t
24. Category Number field type a number that uniquely identifies the category If you are changing a category you cannot change the Category Number In the Category Description field type up to 40 characters to describe the category Click Save Deleting department categories Use this procedure to delete a category that has no department groups assigned to it To delete a category 1 2 3 On the Main Menu click File Maintenance Click Department Categories The list of defined department categories appears Select the category you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Defining department groups Department groups are at the second highest level in the product hierarchy below department categories They are used to classify a collection of departments Before a group can be defined the category with which it will be associated must be defined Adding and changing department groups To add or change a group 1 2 3 22 On the Main Menu click File Maintenance Click Department Groups The list of defined department groups appears Do one of the following e To add a new group click New e To change an existing group select a group and then click Open Defining departments The Department Group window appeats If you are adding a new group in the Group Number field type a number that uniquely identifies the group If you are
25. Defining user flags and options on page 30 e Defining tare weights on page 31 About the product hierarchy The levels in the product hierarchy ate shown below in order of highest to lowest level e Department categories e Department groups e Departments e User Flags You define the product hierarchy beginning with the highest level department categories followed by the second highest level department groups and so on Before you can assign department groups to a category you must create the category Similarly before you can assign departments to a group you must create a group User flags allow you to further classify items by creating divisions in a department Note Your head office can also create hierarchy files and send them to your store for use with Store Manager 21 Working with the Product Hierarchy Defining department categories Department categories are at the highest level in the product hierarchy They ate used to classify a collection of department groups Adding and changing department categories To add or change a category 1 2 3 On the Main Menu click File Maintenance Click Department Categories The list of defined department categories appears Do one of the following e To add a new category click New e To change an existing category select a category and then click Open The Department Category window appears If you are adding a new category in the
26. Detail window and on printed payroll reports For example assume the employee worked 2 hours and 15 minutes If you enter H into this field the time is displayed in the Total Worked field as 2H 15 mins In the Display Worked Minutes as field enter the text that appears after the minute portion of the time in the Total Worked fields in the Payroll Clock In Out Summary window the Payroll Clock In Out Detail window and on printed payroll reports For example assume the employee worked 2 hours and 15 minutes If you enter M into this field the time is displayed in the Total Worked field as 2 hrs 15M In the Fiscal Week End field automatically displays the day of the week selected by your head office Click Save and then click Exit 107 Store Operations Configuring payroll periods A payroll period download parameter file periods asc is applied to a table in the Store Manager SQL database This file consists of the following e Period type e Period ID e Description e Start date e End date Each row in the periods asc file represents a separate payroll period To configure a payroll period 1 On the Main Menu click Payroll 2 Click Clock In Out Report 3 Click the Payroll Period and select an option from the adjacent drop down list or 4 Click the User defined Period and select a start date and an end date from the adjacent pop up calendars 5 Click Generate Report to display the Clock In Out Su
27. EAKR Employ e management siseasi eaae aaea EREE E E Seia ReiS Defining user authority levels cscs Defining window authority levels s ssssssssssssssssssssresssrrssssrresssrrssssreess Defining report design and export authority levels cccee Defining cash management authority levels sssssssssssssssssssssessssresss Maintaining employee records wicca Adding and changing employee records ssssssssssssssssessrsessssessssreessee Deleting employee tecords aapinen a aA R EER Changing user authority levels wc Payroll management ana a A N E A EEN Configuring payroll parameters ssssssssssssssssessssrsessrstsssrresssrresnsrrensnseesnseee Contiguring payroll penods seroren inn EEEO Preparing clock in out information for export eee Reviewing clock in out times i e eecseseeseesteseesesesneeesneenens Editing clock in out entty ce eesesesesssesnessesneesesnsenneentesneenens Confirming clock in out times woe ceeseeeeseesteseesesntesneetesneentens Exporting clock in out files to head office woe eeeeeeseeeeseeen Print the Payroll Clock In Out Summary and Detail reports Working with customer information wc Adding customer TecOLds iiris aa EE E A Recording customer demographic information wc Working with customer loyalty programs and points cee Adding customer loyalty program information ccc Viewing customer CisCOUNS wuss Recording extended customer information wos Recording extended customer information uo Del
28. For information about completing a receiving transaction see Completing a receiving transaction on page 79 In the following steps you ate required to enter information into the Receiving window For information about the fields in the window see Receiving inventory on page 73 To create a receiving transaction 1 On the Main Menu click Inventory 2 Click Receiving 3 Click the Receiving Transactions tab 4 Click New A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU 5 Click either By PLU X Ref or By Vendor SKU in the dialog box 73 Inventory Management Tip You can view inventory information about each item you add to the receiving transaction by clicking Details on the Receiving window The item entry portion of the window is replaced with a detail window 6 The Txn Number field defines the unique number that identifies the inventory transaction The inventory transaction number sequence is used for purchase orders receiving transactions transfers and inventory count PLU lists No action required Store Manager automatically completes this field with a number after you save the receiving transaction 7 The Status field indicates the current status of the receiving transaction e Pending The transaction has not been completed and can be modified e Received The transaction is complete and cannot be modified e Partial Some of the it
29. If you void the balance a dialog box appears giving you the option to void the corresponding pickup transaction 133 Cash Management Viewing a balance s details 134 You can review the information you entered into a balance transaction regardless of its current status Voided balances remain visible in the POS Balance Selection window To view the details of a balance 1 2 3 4 On the Main Menu click Cash Management Click the appropriate safe Click POS Balance The pending completed deleted and voided balances appear in the window Click the balance you want to review and then click Open The POS Balance Maintenance window displays the balance information To complete the POS Balance Maintenance window 1 10 The Txn Num field defines a unique number that identifies the balance transaction This number is a counter that reflects the number of tender management transactions for example pickups and balances that have been performed This is not the transaction number that is recorded on the TLog The number in the T Log Num field in this window is recorded as the transaction number in the TLog No action is requited Store Manager automatically completes this field with the next available number when you save the transaction The T Log Num field defines the unique number that identifies the balance transaction in the TLog No action is required Store Manager automatically completes th
30. Maintenance window click the Physical Inventory Reason Required check box If you click this check box you cannot complete the transaction until you select a reason 8 Inthe Inventory Control area of the Inventory Parameters Setup window do the following e To define the frequency with which inventory is tracked click the Period Type drop down list and select Monthly or Daily e To define what is included when the Store Manager traces changes to the on hand quantities of inventory controlled items click the Trace Type drop down list and select a trace type A Basic trace includes manual adjustments receiving and transfers An All Changes to QOH traces includes all activity that affects on hand quantities 9 In the Suggested Orders area of the Inventory Parameters Setup window do the following e To determine whether the Store Manager uses the order days as defined in the Vendor Maintenance window when it is generating a suggested order click the Suggested Order Use Vendor Ordering Days check box For information about suggested orders see Creating a purchase order automatically from a suggested order on page 66 10 Click Save and then click Exit The Inventory Parameters Maintenance window closes You return to the Store Manager Parameters Menu window Linking a vendor s SKU to a PLU Store Manager uses PLUs to identify items These PLUs do not necessarily match the SKU numbers the vendors use to identify the same item
31. Parameters To select the types of labels your store will use on the General Label Parameters Setup window click any or all of the following check boxes e Use Designed Labels e Use Price Stickers e Use Shelf Labels Click Save Working with standard labels Setting up standard label printers If you are using Store Manager to print shelf labels price stickers or both use this procedure to identify and define the printers that will be used to print stickers and labels To set up label printers 1 2 3 On the Main Menu click Parameters Setup On the Parameters Setup Menu click Label Parameters On the Label Parameters Menu click Standard Labels User Setup The Standard Labels User Setup window appears listing all label printers if any that have been defined 181 Working with Labels Note In this example two printers have been defined 4 Do one of the following e To change the parameters for a printer that has already been set up click on the Printer Name e To set up a new printer click New 5 Complete the Standard Labels User Setup window as follows e Inthe Printer Name field type a name for a printer that will be used to print standard labels e Beside Default Printer if this is the printer that will be used by default for this label type check the check box Otherwise leave this check box unchecked e Inthe Working Directory field type the path to the folder containing the print f
32. Sales TEpOLt mher iira a e E EE AE AEA Working with Labels Enabling label use in Store Manager sss sssssssssssssssssessrseesssrsessnsessnntessnrrssnrreessre 181 Working with standard labels iirinn n ENA 181 Setting up standard label printers wc 181 Defining standard label formats sssssssssssssssssssssessssresssreesssseesnrressneresnneeessse 182 Deleting standard label formats uo cece Defining general parameters for standard label formats Printing standatd labels ice 2 secs deov iss dessaivasedaievsessssesseandusnstiteatestinisvsoradtasies Creating and modifying label print queues Printing label print gueueS i sencon ee ai Deleting label print queues snraninnionnanaiiriaina Printing individual labels 0 Working with designed labels ou Defining designed label layouts 00 Deleting designed label layouts cseceeee Creating and modifying designed labels Printing designed labels sit Deleting designed labels scinn an es 188 Troubleshooting and Recovery Procedures Viewing server status and message logs s ssssssssesssssresssseesssrstssssresssrrenssseesssees 191 Viewing Configurator parameters w cccccesseesssesseessessssessssessssssssssenseseseeees 192 Viewing log files sister acti aniidieddionsieinialatadleiedeiknlctita suai 194 Rebuilding local ties sicesconteccicaivovsesiesy igatecsivet E R 195 Getting Started About Store Manager Store Manager is a store level management too
33. Setup window you must have an authority level of five If you have an authority level less than five the Worksheets Security Setup window is not visible in the Store Manager Parameters Setup Menu window To define authority levels for a window 1 On the Main Menu click Parameters Setup 2 On the Parameters Setup Menu click Worksheets Security The Worksheets Security Setup window appeats Note If a list of windows does not appear click Add New Windows You need to do this only the first time you access this window after installing a new version of Store Manager 3 Below Window Description click a window 4 In the corresponding Update Level field select a level to define the minimum authority level requited to edit information in the window 5 In the corresponding View Level field select a level to define the minimum authority level required to open and view information in the window 6 Click Save Defining report design and export authority levels Use this procedure to define the minimum authority levels required to use the functions associated with the Design On and Export buttons on the Store Manager report windows 1 On the Main Menu click Parameters Setup 2 On the Parameters Setup Menu click Report Mgmt Security The Report Management Security Setup window appears 3 Under Function Description click Report Design and then in the Authority Level field select a minimum authority level required for
34. Sums field displays the total of the lump sum amounts that you enter in the Lump Sum Amount field No action is required Store Manager automatically completes this field The Total Denominations field displays the total of the amounts that you enter in the Amount field when you enter amounts by denomination Your head office uses the Configurator to define denominations for a tender If no denominations are defined for the tender the denomination Depositing tenders into the safe fields are not available Click the Denomination button in this window to enter amounts by denomination No action is required Store Manager automatically completes this field Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount 15 To change the deposit status to complete click Complete 16 To change the deposit status to void click Void This button is only enabled if the pickup status is complete Note A deposit can be voided on the same business day only 17 Click Save and then click Exit 139 Cash Management Processing a safe withdrawal bank deposit You must transfer tender out of the store s safe a safe withdrawal and into the bank a bank deposit When you process a safe wi
35. To add an option click New e To change an option under Options click an option and then click Modify The Extended Field Option window appeats If you are adding an option in the Option ID field type the next available ID number in sequence For example if the highest ID number assigned is 4 then type 5 Note If you are modifying an option you cannot modify the Option ID 6 T In the Description field type the description for the option and then click OK Click Save Details and then click Exit 17 Customizing Store Manager Deleting extended field options Use this procedure to delete an option that is no longer required for an extended field Note You should not delete options that have been applied to an existing customer or PLU record To delete an extended field option 1 On the Main Menu click File Maintenance 2 Click Extended Field Options The Extended Field Options Maintenance window appears 3 Under Option Types click the requited option type The list of options for the option type appears 4 Under Options select the option you want to delete and then click Delete A message appears prompting you to confirm the deletion 5 Click Yes Incorporating third party applications 18 During a Store Manager session you can launch and use a third party application by clicking a button on a menu window Use this procedure to customize the selection of third party applications that
36. To define the message that is displayed when the POS terminal is closed type an alphanumeric string up to 20 characters long in the Closed Message field To define the message that is displayed when there is no cashier signed on at the POS terminal type an alphanumeric string up to 20 characters long in the Sign Off Message field To define the message that is displayed when the POS terminal is locked type an alphanumeric string up to 20 characters long in the Locked Message field 15 Customizing Store Manager 9 Click Save and then click Exit Customizing receipt headers and trailers You can customize the text that is printed in the header and trailer portions of the customer receipt at the POS terminal You can define up to five lines of header text and five lines of trailer text The header and trailer text is centered on the receipt when it is printed To change the header and trailer text 1 On the Main Menu click Parameters Setup 2 Click Receipt Logo 3 On the Receipt Logo Maintenance window edit the text in the Header Lines fields as you want it to appear on the customer s receipt Each string of text can be up to 20 characters long 4 Edit the text in the Trailer Lines fields as you want it to appear on the customer s receipt Each string of text can be up to 20 characters long 5 Click Save and then click Exit Tip For the line of text to appear bold type a back slash before the first char
37. View Physical Inventory Report on the Report window The Physical Inventory report contains the information displayed in the Physical Inventory Maintenance window You can use the report template designer to alter the appearance and layout of both the reports Adjusting the on hand inventory quantities 94 You can adjust the on hand inventory quantities of an inventory controlled item at any time to correct a discrepancy between the actual quantity you have in your store and the on hand quantity in the Store Manager You must perform a manual adjustment for items that are shipped from your store in transfers by the case and for items that you receive into your store through receiving or transfers by the case The items that are transferred or received by the case are not identified by PLU or vendor s SKU in the inventory transaction Store Manager cannot reflect their movement An item is inventory controlled if you click o Inventory Control in the PLU Maintenance window Adjusting on hand inventory quantities Each completed adjustment transaction appears in the Inventory Adjustment Report Store Manager tracks each adjustment transaction with a sequence number consisting of a Tlog generated transaction number and register number The register number always appears as 255 for Store Manager To adjust the on hand inventory quantity of an item 1 On the Main Menu click Inventory 2 Click Inventory Adjustment 3 The Adj
38. after you save the transaction 6 The Status field indicates the current status of the receiving transaction e Pending The transaction has not been completed and can be modified e Received The transaction is complete and cannot be modified e Partial Some of the items in the transaction have been received more items on the transaction can be received e Void The transaction has been completed and then voided No action required Store Manager automatically completes this field 7 The Txn Date field defines the date the inventory transaction is created The transaction date does not need to be the same as the receive date No action required Store Manager completes this field with the computer s system date on which the Store Manager is running 8 The Document Num field defines the unique number that identifies the receiving transaction You can modify the document number if you click Modify PO Doc Number in the Inventory Parameters Maintenance window Store Manager automatically completes this field but you can edit the information in it Type a number into the field 77 Inventory Management 78 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 The Vendor field defines the vendor that supplies the items you are receiving You must complete this drop down list before you can add items to the receiving transaction Click the drop down list and select a v
39. allows you to define the shelf location codes for the Inventory Count Sheet 90 Performing a physical inventory count To maintain the inventory shelf location codes 1 2 3 On the Main Menu click Inventory Click Shelf Location Maintenance The Shelf Location Maintenance window appears Enter the required shelf location codes for each PLU item Location codes can have a maximum of six digits Click Save and then click Exit 91 Inventory Management Adjusting on hand inventory quantities You can perform manual adjustments of the on hand quantities of items to correct discrepancies found as the result of inventory counts or to account for items shipped or received into the store by the case Store Manager has two windows where you can adjust inventory quantities e Physical Inventory Maintenance Used after you perform an inventory count e Inventory Adjustment Used to adjust inventory quantities at any time Adjusting the on hand quantities after a count 92 After you generate a count sheet and use it to perform an inventory count you can use the Physical Inventory Maintenance window to check the actual counts against the Store Manager s on hand quantities You can adjust the on hand quantities in the Store Manager to match the actual quantities in your store if required For each inventory count you perform you can create and save a list of PLUs You create inventory count PLU lists using the Physi
40. amounts non taxable sales and the number of rows printed on the report are totaled and printed at the end of the report as the report total For layaway transactions a tax total is generated at the time of sale if the Revenue parameter in the Configurator is set to Recognized at Time of Sale When a pickup is performed on the layaway a tax total has already been created at the time of sale and therefore is not created again during pickup If the Revenue parameter in the Configurator is set to Recognized at Time of Pickup a tax total is not generated at the time of sale but is generated when a pickup is performed on the layaway To generate the Sales Tax report 1 2 On the Report menu click Sales Tax The Sales Tax Report Criteria window appears To specify the report period choose one of the following e If you want the report period to be for today s date click Current Business Date e If you want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields ot click the button beside the fields and select a date from the pop up calendars Click OK Under Query Criteria choose what you want to include in the report e To include all jurisdictions click All Jurisdictions e To include a specific jurisdiction click Jurisdiction ID and select an option from the list e To include all types of taxes cli
41. an exception for the gloves Note Before you define an exception for a promotion you must add the promotion To define an exception to a promotion 1 Adda new promotion defining a subset of merchandise that you want to exclude from the main promotion Do not type a value in the field corresponding to a Pricing Method 2 Click Save and then click Exit Open the main promotion from which you are excluding the merchandise 4 On the Promotion Detail Selection Window select promotional details from which you want to exclude the merchandise and then click Open 5 Check the check box beside Exception and in the Exception ID field type the ID number of the promotion you added in step 1 6 Check the check box beside Accumulate and then click Save 7 Do one of the following e To exclude the merchandise you defined in step 1 from another promotional detail for this promotion use the Next and Previous buttons until the promotional details appear and then return to step 5 e To return to the Promotion Detail Selection Window click Exit 8 Inthe Exception ID field click the Except check box and type the promotion number Repeat until you have identified the exceptions where appropriate 9 Click Save with price batches Your head office can send files to your store containing batches of new PLU information that will be effective on a certain date at a certain time Typically this new information consists of new prices
42. are available and place buttons for launching them on Store Manager windows You can also define the state the application should open in and assign authority levels to it to define the employees who can use it Note Before you complete the following steps you must know the name and path of the third party application s executable If you want a specific bitmap image to appear on the application s button you must know the name and path of the corresponding bmp file To define buttons for third party applications 1 On the Main Menu click Parameters Setup 2 On the Parameters Setup Menu click 3rd Party Programs The 3rd Party Programs Menu Selection Window appear 3 Click the Store Manager menu window that you want to contain the third party application s button and then click Open The 3rd Party Programs Setup window appears 4 Do one of the following e To add a button for an application click New e To change the button for an application click the Label for the button for an application 5 In the Label field type a name that will appear on the button for the application 6 In the field at the left of Picture if more than one third party application button will appear on this window type a number to indicate the order in which this button will appear 7 Inthe field at right of Picture type the full path and name of the bitmap file for the image that will appeat on the button for the application 8
43. balancing 144 bank deposit completing withdrawal from safe 141 modifying 141 viewing details 142 voiding 142 content report customizing 148 exporting data 148 printing 148 Content Report window 148 contents viewing 147 deposits completing 136 eligible tenders 136 203 entering 136 modifying 136 new 136 pending transaction 136 137 viewing details 137 voiding 137 non safe options 123 safe options 123 transactions query 148 transaction list 148 transaction list parameters 148 viewing record details 148 transferring tender between 142 withdrawals 140 completing 141 configuration 140 for bank deposit 140 modifying 141 verification 140 141 viewing details 142 voiding 142 Sales Analysis report 160 compiling 159 data calculation formulas 160 parameters 159 Sales and Sales Analysis report 159 Sales report 159 data calculation formulas 159 Salesperson report 164 searching electronic journal files 121 electronic journal transactions 121 security functions adding new setup windows 102 authority levels 106 assigning 102 changing 106 cash management 103 reports 102 Store Manager 192 security setup windows adding new 102 Select Display Type window 73 Select Display Type window Purchase Orders Selection 63 Select Suggested Order Type window 67 selecting electronic journal 119 Server Communication parameters General Parameters Setup window 11 Server Log window 191 Server Message Log window 191 Server State Informa
44. bank deposit 142 details of deposit into safe 137 details of safe balance 146 inventory information 86 loan details 127 log files 194 pickup s details 129 store information 117 voiding balance 133 bank deposit 142 deposit into safe 137 loan 127 pickup from cash drawer 129 purchase order 68 receiving transaction 80 safe balance 145 transfer 84 W warehouse transfer inventory 80 window See also windows Safe Transaction List 148 setting parameters 148 Cash Management Security Setup 103 Clean Up Transaction History 99 Configurator Parameters 193 Customer Display Maintenance 15 Customer Selection 17 113 114 115 116 EJProcessor 120 Electronic Journal Setup setting parameters 119 Electronic Journal Viewer 120 setting parameters 121 Employee Selection 106 Format ID Selection 182 183 General Parameters Setup Cash Safe Management parameters 12 General Information parameters 11 Server Communication parameters 11 Unique PLU Generation parameters 12 Inventory Count Sheet 90 205 206 Inventory History Information setting parameters 88 Inventory Information setting parameters 86 Inventory Menu 63 Inventory Parameters Maintenance 59 setting parameters 59 Journal Search 119 120 Log Files 194 Performance Report Selection Criteria setting parameters 178 Physical Inventory Maintenance 93 Physical Inventory Selection 92 POS Balance Maintenance 133 134 setting parameters 134 POS Balance Selection 132
45. different times Converting purchase orders into receiving orders Once you issue a purchase order it becomes available to be used as a receiving transaction For information about issuing a purchase order see Issuing a purchase order on page 68 A purchase order is converted into a receiving transaction the first time you open it in the Receiving Selection window Before it has been converted it is only visible in the P O s to be Received tab After it is converted it is visible in the Receiving Transactions tab only To convert a purchase order into a receiving order 1 On the Main Menu click Inventory Click Receiving Click the appropriate tab Click Display All The issued purchase orders appear in the window Ops fe oS Click the purchase order you want to convert into a receiving transaction and then click Open The Receiving Maintenance window appears containing the information you entered when you created the purchase ordet Once you open a purchase order as a receiving order you can immediately enter receiving information into the Receiving window or you can save it and close it For information about the fields in the Receiving window see Receiving inventory on page 73 Receiving inventory by PLU or vendor s SKU When you create a new receiving transaction it has a status of pending The items received are not added to your on hand inventory quantities until you complete the receiving transaction
46. displayed on your screen in the report window Voiding a transfer You can void a transfer if it has a status of complete A voided transfer remains visible in the Store Transfer Selection window You can open it to see the information in it but you cannot modify it 84 Ordering receiving and transferring inventory To void a transfer transaction 1 Create a new transfer or open a pending transaction 2 Click Void A dialog box appears prompting you to confirm you want to void the transfer 3 Click OK The transfer is voided 85 Inventory Management Viewing inventory information 86 You can review detailed inventory information about the items in your store using the Inventory Information and Inventory History windows To review an item s information the item must be inventory controlled You can mark an item as inventory controlled by clicking Inventory Control in the PLU Maintenance window and you can enter the initial on hand inventory information for the item in the Inventory Control tab of the PLU Maintenance window To open the Inventory Information window 1 Click Inventory Information on any of the following windows PLU Maintenance window Purchase Order window Receiving window Store Transfer by PLU window Inventory Adjustment window Physical Inventory Maintenance window This Inventory Information window displays 2 The following list describes the fields used to set the inventory inform
47. e Ifyou want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields ot click the button beside the fields and select a date from the pop up calendars Click OK To specify how much information you want to include choose one of the following e for the entire store click By Store e fora single cashier click Cashier e forall cashiers click All Cashiers e fora single register click Register e fora group of registers click Register Group for all registers click All Registers To specify the types of transaction you want on the report do the following e To include all transactions click Select All Txn Types e To specify the types of transactions click one or more of the transaction types listed Click Generate Report The report appears To view the detail report click on a transaction type and then click Generate Detail Report The Loss Prevention detail report appears 163 Working with Reports Salesperson report 164 The Salesperson report contains sales information such as item and amount organized by salesperson To generate the Salesperson report 1 2 On the Report menu click Salesperson The Salesperson Report Criteria window appears To specify the report period choose one of the following e If you want the report period to be for today s date click Current Bus
48. entry fields appear depending on the product group parameter selected e Product Hierarchy e PLU Range e Primary Vendor e User Flag 1 e Shelf Location Range If you have set parameters to display the shelf location on the count sheet in the Configurator Transactions gt Inventory gt General Parameters gt Physical Inventory Adjustment you can provide the shelf location range here 4 Click Generate Sheet The Inventory Count Sheet is generated and displayed on your screen 5 Click Print Store Manager prints the count sheet on the printer defined as the default printer Parameters which control display of the On Hand Inventory count and Shelf Location are set in the Configurator Transactions gt Inventory gt General Parameters gt Physical Inventory Adjustment If the parameters are not set these headings will not be displayed The following is an example of the Inventory Count Sheet showing the Shelf Location You can click Shelf Location header to sort the inventory items by shelf location then by PLU For information on maintaining the shelf location codes see Maintaining inventory shelf location codes on page 90 The following is an example of the Inventory Count Sheet showing the Quantity On Hand for a PLU item Tip To enter new criteria for the count sheet click Search Mode on the count sheet You return to the Count Sheet window Maintaining inventory shelf location codes This feature
49. fields or click the button beside the fields and select a date from the pop up calendars Click OK To specify how much tender information you want choose one of the following e for the entire store click By Store e fora single register click Register e fora group of registers click Register Group for all registers click All Registers e fora single cashier click Cashier e forall cashiers click All Cashiers To specify how amounts appear on the report choose one of the following e to display the amounts in your local currency click Local Currency e to display the tender amounts in the currency in which the customers used to pay for their merchandise click Tender Currency Click Generate Report The report appears 161 Working with Reports Department report 162 The Department report provides information about sales of items in a department You can compile Department Category Department Group or Department reports directly from the Department Report Criteria window by selecting the appropriate report type criteria To generate the Department report 1 2 On the Report menu click Department The Department Report Criteria window appears To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e If you want the report period to be for yesterday s date click Previous Business Date e To select a range
50. following e To group items by specific flag click UserFlag1 e To group items by salesperson click Salesperson 5 To clear the information and make new selections click Reset Criteria 6 Click Generate Report The report appears Working with standard reports Pending Transactions reports The Pending Transactions reports provide information about pending transactions of a specific type or status The reports include information such as the transaction type number status date pick up date total amount customer data payments and bins location There are two main types of pending transactions reports Regular report and By Item report From the Regular report you can view a Transaction Details report From the By Item report you can view an Item Transaction report You can seatch for pending transactions by the creation date the last paid date within a specified period report type by item overdue by more than a specified number of days category group or by department To generate a Pending Transactions report 1 On the Report menu click Pending Transactions The Pending Transactions Report Criteria window appeats Do one of the following e To generate a regular pending transactions report click Regular Report e To generate a report of all pending transactions for a specific item click By Item Report Click Transaction Group and select a group of transactions to include in this report I
51. in your store The variance is based on the values in the Quantity and Amount fields in this window No action required Store Manager automatically completes this field e The Extended Variance field defines the total retail price of the number of items in the variance The amount is based on the values in the Retail and the Variance fields in this window No action required Store Manager completes this field 6 To adds a blank line to the bottom of the list of selections that you can use to add a PLU to the PLU list click New 7 To view information about the item in the transaction line that you highlighted click Inventory Information The item in the highlighted line must be inventory controlled For more information about the Inventory Information window see Viewing inventory information on page 86 8 To completes the transaction and implement the changes to the on hand quantities of the items click Complete To modify the on hand quantity of an item after you complete the transaction you must create a new transaction The transaction s status is complete 9 Click Yes The on hand inventory amounts in the Store Manager change 10 If you want to generates the Physical Inventory Count Sheet and the Physical Inventory reports click Report The Physical Inventory Count Sheet report contains the same list of PLUs as shown in the Physical Inventory Maintenance window You can generate the Physical Inventory report by clicking
52. indicates that the designer is on Click Delete Template A message appeats prompting you to confirm the deletion Click Yes No appears in the On File field 155 Working with Reports Working with report macros You can create up to ten macros to automate the generation and printing of the following Store Manager reports e Authorization e Balancing aka POS Balance e Clock In Clock Out e Department e Hourly Sales e Inventory Adjustment e Item Movement e Loss Prevention e Non Merchandise e Sales Analysis AKA Sales e Salesperson e Sales Tax e Tender For each macro you can define a sequence of reports and their report criteria You can include the same report in more than one macro Store Manager assigns the macro to a button on the Report Macro Menu window When you want to print the reports in the sequence click the corresponding button Defining report macros 156 To add or change the definition of a report macro 1 On the Main Menu click Parameters Setup The Parameters Setup Menu appears 2 Click Report Macro Definition The Report Macro Selection Window appears 3 Do one of the following e Ifyou are changing the definition of an existing macro click Display All select the macro and then click Open e Ifyou are defining a new macro click New The Report macro window appears 4 In the Description field type up to 40 characters to describe the macro This description will appear
53. information in it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The Ship Via field defines how the items are shipped to or from your store You can define the selection of ship via types that appear in this drop down list in the Code Table Maintenance window If you click Ship Via Required in the Inventory Parameters Maintenance window you must complete this drop down list before you can complete the transfer Click the drop down list and select a ship via type from the list The Carton Count field defines the number of cases included in this transfer Type a number into the field The Vendor field defines the vendor of the items included in the transfer You must complete this drop down list before you can add items to the transfer Click the drop down list and select a vendor from the list The To From Store field defines the store the items are being transferred to or from You must complete this drop down list before you can save or complete the transfer The selection of stores that appears in this drop down list comes from the Stores table Click the drop down list and select a store from the list The Hash Qty field defines the total number of items that the store expects to receive Type a number into the field The Reason field defines the reason the transfer of items is being performed You can define the selection of reasons that appears i
54. information is exported to a file Once you export clock in out time information you can review it but you cannot edit it Print the Payroll Clock In Out Summary and Detail reports You can print the Payroll Clock In Out Summary and Detail reports from the Store Manager s Reports Menu window The clock in out entries you edit are marked on the printed report with an asterisk For information about printing the Payroll Clock In Out Summary and Detail reports see see Clock In Clock Out report on page 173 Working with customer information Working with customer information You can gather customer information at the POS terminal by prompting cashiers to enter information like customer names addresses and phone numbers Your head office can use the Configurator application to define the customer information cashiers can enter or view at the POS terminal You can use Store Manager to record additional demographic information about your customers along with information about their buying habits Store Manager also enables you to work information for customer loyalty program and customer discounts Regardless of where the customer information is entered it can be viewed both at the POS terminal and in the Store Manager Adding customer records Use this procedure to enter the minimum information required to add a new customer record To add a new customer record 1 On the Main Menu click File Maintenance 2 Click Cust
55. into the field The Case Number field defines the unique number that identifies the case of items being transferred Type a number into the field The Quantity field defines the number of cases that have the case number you enter into the Case Number field in this window Type a number into the field The Short Over field indicates whether there is a discrepancy between the actual quantity of cases shipped or received and the quantity expected Type a number into the field 83 Inventory Management 20 The Receive All None field determines the default number that the Store Manager enters into the Quantity Received field in this window You can change the value from the default entry made by the Store Manager The field is only available if you click Allow Receive All for Receiving and Transfers in the Inventory Parameters Maintenance window Click All to automatically enter the expected quantity into the Quantity Received field Click None to automatically enter 0 into the Quantity Received field 21 The Report field generates a Transfer report and displays it in the report window on your screen For more information about the Transfer report see Printing a transfer report below Click the button 22 The Inventory Information field is not available in the Store Transfer by Case window 23 The Complete field completes the transfer You cannot modify a transfer after you complete it The transfer s status becomes complete Fo
56. into the field The Txn Date field defines the date the inventory transaction is created The transaction date can differ from the order date No action required Store Manager completes this field with the system date of the computer the Store Manager is running on The Cancel Date field defines the date after which the purchase order should be cancelled Store Manager does not automatically cancel any inventory transactions the date in this field is for your information only Click the button beside the field to open the pop up calendar window Click a date and click OK The Order Date field defines the purchase order date Store Manager automatically completes this field but you can edit the information in it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The Exp Delivery field defines the expected delivery date Store Manager automatically completes this field with a date calculated using the value you enter into the Order Lag Days field in the Vendor Maintenance window but you can edit it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The Vnd Terms field defines the vendor s payment terms You define the vendor s payment terms using the Terms field in the Vendor Maintenance window No action required Store Manager automatically completes this fiel
57. itemizers applied to the item For example assume PLU 456953545 is assigned itemizers 1 and 3 and itemizer 1 is assigned taxes 1 and 2 and itemizer 3 is assigned tax 2 The tender cash has itemizer 1 and food stamps has itemizer 3 If the customer pays for the item with cash tax 1 and 2 is applied If the customer pays for the item with food stamps only tax 2 is applied If you want to assign taxes to items in the department based on the tender the customer uses to pay for them you can use these fields If you want to apply the same taxes to the items regardless of the tender used to pay for them you can click Tax 1 4 in the PLU maintenance window For additional information see Defining taxes Defining vendor and SKU information Use this procedure to define vendor and SKU information for a PLU Note The Vendor SKU tab is available only if you check the Maintain Vendor SKU check box in the Inventory Parameters window For additional information see Configuring inventory parameters To maintain PLU vendors and SKUs 1 Ov oP oe by List the PLUs see Listing PLUs Select a PLU and then click Open On the PLU window click the Vendor SKU tab The Vendor SKU tab appears In the Primary Vendor field select the ID number of the primary vendor of the item For each additional vendor for the item click New and then complete the following fields a Vendor ID Select a vendor ID b Vendor SKU Type the
58. n Eaa 58 Deletitig vendor records imo ninanone ini ea 59 Configuring inventory parameters se eseeseseseessreeesrsteessstossreteosseronssrerssresosresesssree 59 Linking a vendor s SKU to a PLU wines sesessesessssssssssesssseesessesssneseees 61 Ordering receiving and transferring INVENLOLY ose eens tense eee 63 Ordering inventory is Creating purchase orders manually using PLU or vendor s SKU 63 Modifying a purchase Ofdet wicsccccssssssessesssesssssssesssnsseesseeensseees 66 Creating a purchase order automatically from a suggested order 66 Issuing a purchase order 68 Printing a Purchase Order report 68 Voiding a purchase order 68 Duplicating a purchase Ofer s ssssssssssesssssesssssessrsessssrsesssstesneesssrreessre 70 Creating an order guide for repeat orders veces 70 Entering an order from an order guide wees 72 RECEIVING INVENTORY soso a AERA AE such E a 73 Converting purchase orders into receiving Ofdets occ 73 Receiving inventory by PLU or vendot s SKU wien 73 Receiving inventory by Cas srianan a ROVER dl Receiving anpattial Order anien unina a a 79 Completing a receiving transaction wc 79 Printing a RECeivinS TEPOLe penssesieniai aiheinen 80 Voiding a receiving tramsactiOn yeeie er NER 80 Transfering MVEN sisene ora eaS e E RER E a E EE 80 Transferring inventory using PLUS ss ssssssssssssssrsssssrsessrsessssrsessreessssees 80 Transferring inventory in and out by the case ssssssss
59. of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK e If you want the report period to be for a selected week click Week Ending and type the date of the end of the week in which you want the report or click the button beside the field and select a date from the pop up calendar Click OK To specify how you want items sorted on the report do one of the following e To sort by department click By Department and select a department from the list e To sort by category click By Category and select a category from the list e To sort by group click By Group and select a group from the list Click Generate Report The report appears To generate the Department Report Detail double click on a line item in the report To return to the Department Report click Exit Working with standard reports Loss Prevention report The Loss Prevention report contains information about the number of times selected transaction types are processed This includes information about each transaction including transaction number date and amount To generate the Loss Prevention report l On the Report menu click Loss Prevention The Loss Prevention Report Criteria window appears To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date
60. on the button for this macro on the Report Macro Selection Window 5 Do one of the following e To modify the details for a report that is already included in the macto click the row for the report e To add a report to the macro click Add A blank row appears 6 Complete the details for the report as follows a If you are including more than one report under Order type a number to specify the order in which the report in the macro will be run b Under Report Name select a report c Under Date Type select a date or time period for which the report will be run Working with report macros d Under Report Type where available select an option to define additional criteria for the report e Under Dtl to run the detail version of the report check the check box where available When this check box is blank the summary report if available will be run f Under Copies select the number of copies of the report that will be printed For each additional report that you want to add or change if any repeat steps 5 and 6 Note To remove a report from the macro click Remove Click Save The macro is saved and the reports included in the macro are listed by Order Running report macros Use this procedure to generate and print reports included in defined report macros To run a report macro 1 2 3 On the Main Menu click Reports The Reports Menu appears Click Report Macro The Run Report Mac
61. out details for the employee The Start of Week field contains the date of the first day of the fiscal week You define the fiscal week end using the Fiscal Week End field in the Payroll Parameters Maintenance window For information about the fields in the Payroll Parameters Maintenance window see Configuring payroll parameters on page 107 Store Manager automatically completes this field with the date The End of Week field contains the date of the last day of the fiscal week You define the fiscal week end using the Fiscal Week End field in the Payroll Parameters Maintenance window For information about the fields in the Payroll Parameters Maintenance window see Configuring payroll parameters on page 107 Store Manager automatically completes this field with the date Click Calendar View to opens the Payroll Clock In Out Detail Calendar View window This window displays the employee s clock in out information in a different format You can edit the information in the calendar view window The Employee field contains the unique number that identifies the employee Store Manager automatically completes this field with the employee number of the employee you select in the Payroll Clock In Out Summary window The Last Name field contains the employee s last name Store Manager automatically completes this field with the last name of the employee you select in the Payroll Clock In Out Summary window The First Name field contai
62. page 86 Click the button Details This field opens a detail screen which contains information about the item in the line of the purchase order that you have highlighted The information in the detail window cannot be edited Click the button 8 Click Save and then click Exit Tip You can view inventory information about each item you add to the purchase order by clicking Details on the Purchase Order window The item entry portion of the maintenance window is replaced with a detail window Modifying a purchase order You can only modify a purchase order before it is issued when it has a status of pending If you need to change a purchase order after you have issued it you must void it and create a new one To modify a purchase order 1 On the Main Menu click Inventory The Inventory Menu window appears 2 Click Purchase Orders 3 Click Display All The existing purchase orders appear in the selection window 4 Click the purchase order you want to modify and then click Open A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU ede Click a radio button in the dialog box The Purchase Order window appears 6 Change the fields in the window as appropriate 7 Click Save and then click Close WARNING You can delete a purchase order by clicking Delete on the Purchase Order Selection window only if you have a sufficient authority level You can define the m
63. queues for printing You can send price stickers or shelf labels to a queue by clicking Price Label or Shelf Label in this window No action required Store Manager automatically completes this field The Ordering Num field contains a unique number that is used to track the item during order receive and transfer transactions You define the order number in the Ordering No field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager automatically completes this field The Designed Label field opens the Price Tag window You can use the Price Tag window to design price stickers or shelf labels for the item Click the button The Price Sticker field opens the Print Queue Selection window You can use the Print Queue Selection window to create a price sticker queue that you can print Click the button The Shelf Label field opens the Print Queue Selection window You can use the Print Queue Selection window to create a shelf label queue that you can print Click the button The Report field generates a Receiving report and displays it in the report window on your screen For more information about the Receiving report see Printing a Receiving report on page 80 Click the button The Inventory Information field opens the Inventory Information window The window contains information about the item in the line of the receiving transaction that you have highlighted The item in the highlighted line must be inve
64. receiving transaction is based on For information about converting an issued purchase order into a receiving transaction see Converting purchase orders into receiving orders on page 73 No action required Store Manager automatically completes this field 13 The Ship Type field defines how the items are shipped to your store You must complete this drop down list if you click Shipping Type Required in the Inventory Parameters Maintenance window You can define the selection of ship types that appear in this drop down list in the Code Table Maintenance window For information about populating drop down lists see Maintaining drop down lists on page 16 Click the drop down list and select a ship type from the list 14 The Receiving Type field defines the type of receiving transaction you are creating You must complete this drop down list if you click Receiving Type Required in the Inventory Parameters Maintenance window You can define the selection of receiving types that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a receiving transaction type from the list 15 The Discrepancy Number field defines a unique number that identifies a discrepancy between the quantity of items expected in the transaction and the quantity of items actually received You must complete this field before you complete the transaction if you click Receive Discrepancy Number Required in the Inventory Param
65. set the quantity of an item to a package or case 1 Complete the X Reference and PLU fields and the Capture PLU check box For information on cross references see Adding and modifying cross references on page 40 2 To set the number of items that make up a package type the number in the Package Quantity field 3 The type of package can be anything you want for example a case package or bundle To define the type of package click the Package Type drop down list The type of package is configured in Code Maintenance in the Configurator and through the ID Codes File Maintenance option in the Store Manager 4 Click Save and then click Exit About controlled inventory transport permits 96 Transport permits are required for controlled substances such as alcohol If a purchase is more than a specified amount then the shipment must be accompanied by a transport permit To configure the parameters that initiate a printed a inventory transport permit see Adding and changing PLUs on page 34 Store Operations This chapter covers the following topics e Opening and closing the store on page 98 e Managing POS terminals on page 100 e Employee management on page 102 e Payroll management on page 107 e Working with customer information on page 113 e Working with information for other stores on page 117 e Working with journal files on page 119 97 Store Operations Ope
66. six characters to define your new password e Verify New Password Type the same password you typed in the New Password field 4 Click OK Searching for records Selection windows display values of selected fields for the records in a table The records appear in the order in which they are created You can perform a query to quickly find the record you want To perform a query 1 Ona selection window click Query The records that are displayed disappear and a drop down button appears in the first column of the first row Working with Store Manager 2 In the column containing the information that you want to query click any row The query drop down list appears with a list of operators and with the operator selected by default If you want to use a different operator select one from the list 4 Click the second column of the drop down list and type a value 5 Click Search Store Manager searches the records in the table and displays the matching records in the selection window Sorting records Note To use these procedures the Allow Sorting check box on the Sort Setup window must be checked and for any changes to the sort orders to be retained the Save Sort Order check box must be checked For additional information see Setting sort options Sorting records using column headings To sort records using column headings e On the selection window listing records you want to sort click the heading of a c
67. that is automatically initiated when the item is entered into a transaction type an ID number Your head office uses the Configurator to define profile prompts Obtain the prompt s ID number from your head office Complete the following quantity information for the item a Qty Mode Select an option to define whether or not cashiers are allowed to enter quantities for the item and if so whether or not they are required to b Qty Desc Type up to 15 characters to describe the unit of measurement e g grams liters lbs that prints on a receipt when a cashier sells this item Adding and changing PLUs 10 11 12 13 14 15 c Sell Qty Type a number defining how many of this item are sold in a package d Limited Qty If there is a limit to how many of this item can be sold in a single transaction type the maximum quantity In the Auto Disc ID field to define the discount that is automatically applied to the item when it is entered into a transaction type a discount ID number Your head office uses the Configurator to define discounts Obtain the discount s ID number from your head office Note The Commission ID field is not currently used by Store Manager In the Measurement field if the item requires weighing select an option Complete the following check boxes e Price Lev Flg If this item has multiple price levels defined for it select this check box For example a book has one price fo
68. the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager automatically completes this field The Ext Retail field defines the retail price for the number of the item you receive The total price is based on the values in the Act Qty and the Retail Price fields in this window No action required Store Manager automatically completes this field The Cost field defines the cost to the store of the item you are receiving The item s cost is defined in the Cost field in the Vendor s SKU Maintenance window or the PLU Maintenance window The total cost for the actual quantity of the item you receive is displayed in the Ext Cost field in this window No action required Store Manager automatically completes this field The Ext Cost field represents the total cost of the items you are receiving The total cost is based on the values in the Extended Unit and the Cost Price fields in this window No action required Store Manager completes this field The Seq field indicates the line that is highlighted in the receiving transaction The information in the Pkg Size Retail Price Ext Retail Cost Price Ext Cost Sequence No Labels Printed and Ordering No fields contain the information for the line that is highlighted in the receiving transaction No action required Store Manager completes this field The Labels Count field indicates how many price stickers and shelf labels you have sent to
69. the inventory report The length of the identifier field must not exceed 4 characters This value and the store number produce a sequence number to identify the inventory report e File Location The drive and directory path of output file This information is optional If not specified the default directory is the Xpress Server upload directory 5 Click Upload The process begins A window showing the process elapsed time is displayed 89 Inventory Management Performing a physical inventory count You can use the Store Manager to print count sheets that can help you perform inventory counts Once you complete an inventory count you can compare the actual quantities to the on hand quantities in the Store Manager and perform manual adjustments to on hand quantities as necessary For information about adjusting on hand quantities after a count see Adjusting the on hand quantities after a count on page 92 Printing a count sheet An inventory count sheet is a list of PLUs descriptions and blank fields The store staff can use the sheets to record the quantity of each item as they perform inventory counts You can enter criteria to determine the PLUs that are included on the count sheet The count sheets do not include the expected on hand quantity of the items To generate a count sheet 1 On the Main Menu click Inventory 2 Click Count Sheet 3 Enter the criteria for the count sheet into the fields Different data
70. the item Complete the following pricing information for the items in this department as applicable e Preset Amount If all PLUs in the department will be sold at the same price type an amount including decimal places e Force Preset To prevent cashiers from overriding the Preset Amount select this check box e Min Price and Max Price Type the minimum and maximum prices including decimals places for all PLUs in this department e Allow Zero Price To allow an item in this department to be sold for a 0 price select this check box e Add Amt Desc and Add Amount If an additional amount e g a bottle deposit will be charged for items in this department type a description and amount In the Auth Level field type or select the minimum authority level required for a cashier to sell an item in this department The lowest authority level is 1 the highest is 5 In the Menu No field do one of the following e If this department will appear on a menu at the POS terminal type the number of the menu ptovided by your head office e If this department will not appear on a menu type 0 In the Prompt ID field type the number that defines the sequence of prompts issued for a transaction when a cashier enters an item in this department The prompt ID number is defined by your head office Beside Positive Dept do one of the following e To ensure that the prices of the items in this department are positive select this che
71. the same window Note By default all of the Store Manager windows are restricted to employees with authority levels of one ot higher An employee with an authority level of zero is not able to access any of the windows in Store Manager To change a user s authority level 1 On the Main Menu click Administration 2 Click Employee Maintenance The Employee Selection Window appears 3 Click the record for the employee whose authority levels you want to change and then click Open The Employee window appears with the employee s information 4 Inthe Authority Level field select a new level from the list 5 Click Save Payroll management Payroll management This section provides information about payroll functions available in the Store Manager including reviewing and editing employee s clock in out times confirming the times as accurate and exporting the times to a file for further payroll processing Configuring payroll parameters Before you review clock in out information and send it to your head office you must configure the Store Manager s payroll options The options you choose affect how time is displayed and if you must confirm the time entries as accurate before you export the file to your head office To configure payroll parameters 1 2 3 10 On the Main Menu click Parameters Setup Click Payroll Parameters The Payroll Parameters Setup window appears To allow unconfirmed cl
72. the tax step fields repeat type a currency amount including decimal places The pattern you define in the numbered fields is used to calculate the taxes for higher amounts Using the example above and a Break Point value of 35 the following taxes are applied 01 is charged on purchases between 01 and 25 02 is charged on purchases between 26 and 30 03 is charged on purchases between 31 and 35 04 is charged on purchases between 36 and 40 05 is charged on purchases between 41 and 45 Unless you want to stop the tax from being charged you should only delete a tax if it is not assigned to any items or departments To delete a tax 1 2 3 On the Main Menu click File Maintenance Click Taxes The list of defined taxes appears Select the tax you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK 29 Working with the Product Hierarchy Defining user flags and options User flags provide you with a way to further classify items You can define up to six user flags and options for each flag After you have defined user flag options you can assign them to PLUs and you can assign options from user flags 1 and 2 to promotions Different PLUs can be in the same department but you can assign different user flag options to them For example assume that you define the following options to User Flag 1 Seasonal Christmas Easter and Valentine
73. the window 4 Click the deposit you want to complete and then click Open The Safe Deposit Maintenance window displays the deposit information 5 Click Complete and then click Exit Modifying a deposit into the safe You can only modify a pending deposit Once you have entered the final information for a deposit you can complete it For information about completing a deposit see Completing a deposit into the safe on page 136 136 Depositing tenders into the safe You cannot modify a completed deposit If you need to make a change to a completed deposit you must void it and create a new one For information about voiding a deposit see Voiding a deposit into the safe on page 137 To modify a pending deposit 1 On the Main Menu click Cash Management Click the appropriate Safe Click Safe Deposit Click Display All The pending completed deleted and voided deposits appear in the window ye ee er Click the deposit you want to modify click Open The Safe Deposit Maintenance window displays the deposit information D Change the fields in the window as appropriate 7 Click Save and then click Exit Voiding a deposit into the safe You can only void a completed deposit Voided deposits are visible in the Safe Deposit Selection window They cannot be modified and they do not affect the safe s system amount For information about completing a deposit see Completing a deposit into the safe
74. this window 146 Viewing the contents of the safe 10 11 12 13 14 15 16 17 18 19 To enter an actual amount for a tender click Actual and complete the fields on the right side of this window The System field indicates the amounts of the tenders that are expected in the safe This field is not visible if your head office has used the Configurator to enable blind balancing During a blind safe balance you do not know the system amount Store Manager compares the actual amount with the system amount and alerts you if they do not match No action is required When you click Balance in this window the Store Manager automatically completes this field with the amount of tender that is expected in the cash drawer The Short Over field indicates the difference between the actual safe balance amounts you enter into the fields on the right side of the window and system amounts This field is not visible if your head office has used the Configurator to enable blind balancing During a blind safe balance the Store Manager compares the actual amount with the system amount and alerts you if they do not match No action is required When you click Balance in this window the Store Manager automatically completes this field with the difference between the actual and system amounts The Total Tenders field displays the totals of the amounts in the Amount field No action is required Store Manager automatically completes
75. type a negative sign before the number The Receive All None field is not available in the Receiving by Case window of the Store Manager The Designed Label field is not available in the Receiving by Case window of the Store Manager The Price Label field is not available in the Receiving by Case window of the Store Manager Ordering receiving and transferring inventory 28 The Shelf Label field is not available in the Receiving by Case window of the Store Manager 29 The Report field generates a Receiving report and displays it in the report window on your screen For more information about the Receiving report see Printing a Receiving report on page 80 Click the button 30 The Inventory Information field is not available in the Receiving by Case window of the Store Manager 31 The Complete field completes the receiving by case transaction You cannot modify a receiving transaction after you complete it The transaction s status becomes complete For information about completing a receiving transaction see Completing a receiving transaction on page 79 Click the button 32 The Void field voids the completed receiving transaction You cannot void a transaction until you have completed it For information about voiding a receiving transaction order see Voiding a receiving transaction on page 80 Click the button 33 The Details field is not available in the Receiving by Case window of the Store Manager
76. worked are interpreted in the calculation of hours worked You set the Round Clock Time To field in the Payroll Parameters Maintenance window For information about the fields in the Payroll Parameters Maintenance window see Configuring payroll parameters on page 107 Select a reason code from the Reason Code list The field defines the reason the employee worked To define the reasons that appear you must add them in the Code Table Maintenance window For more information on adding reason codes see Maintaining drop down lists on page 16 Once the clock in out time entries for the employee are cortect click Confirm Time For information about confirming clock in out entries see Confirming clock in out times on page 111 Once you have reviewed and edited the clock in out times you have to export the information to a file for your head office You may have to confirm the information before exporting it Confirming clock in out times Before you confirm the clock in out information you should review and edit it to make sure it is accurate and complete For information about reviewing and editing the information see Reviewing clock in out times on page 109 To confirm an employee s clock in out times E 2 On the Main Menu click Payroll Click Clock In Out Adjustment The Clock In Out Summary window appears Tip To confirm all timesheets at once click Confirm All To be able to do this you must sele
77. 142 C calculating sales analysis report data 160 sales data 159 cash drawer balancing 131 completing balancing 132 modifying pending balance 132 new balance 132 pending balance transaction 132 viewing balance details 134 voiding balance 133 cash management authority levels 103 quety safe transactions 148 safe balance completing 144 modifying 145 viewing details 146 voiding 145 safes bank deposit withdrawal 140 142 transactions records 148 transferring tender between 142 security functions 103 Cash Management Security Setup window 103 Cash Safe management parameters General Parameters Setup window 12 cashier prompts for customer information 113 changing user authority level 106 Clean Up Transaction History window 99 cleaning up system for new store 98 Clock In Clock Out report 173 clock in out confirming times 112 editing employee times 109 exporting files 109 197 to head office 112 parameters 109 reviewing employee times 109 closing single POS terminal 100 store 98 completing balance 132 bank deposit 141 deposit into safe 136 deposit into the safe 136 inventory transfer 84 loan 126 pickup 128 pickup from cash drawer 128 receiving transaction 79 safe balance 144 Configurator 192 193 downloading information 193 Configurator parameter files layaway parameters 193 register parameters 193 tender parameters 193 Configurator Parameters window 193 accessing 193 configuring payroll param
78. Definition The Price Tags Selection Window appears Select the label you want to delete and then click Delete You are prompted to confirm the deletion To proceed with the deletion click OK and then click Exit 189 Working with Labels 190 Troubleshooting and Recovery Procedures This section provides information about the windows in Store Manager that you can use to get information about the store s server This section covers the following topics e Viewing server status and message logs on page 191 e Viewing Configurator parameters on page 192 e Viewing log files on page 194 e Rebuilding local files on page 195 Viewing server status and message logs Store Manager includes two windows that provide you with information for troubleshooting your POS system They are e Server State Information window e Server Message Log window Note You cannot edit the information in these windows To open the Server State Information window e On the Main Menu click Server State The Server State Information window displays the Store Information and the Server Connection information To open the Server Log window 1 On the Server State Information window click Setup Log 2 You can view and or save the log Click the View Log check box to display the Server Log window 3 Click the Save Log check box to save the log file 4 Click OK 191 Troubleshooting and Recovery Procedu
79. File Maintenance 2 Click Customer The Customer Menu appears 3 Click Customers The Selection window appears 70 Ordering receiving and transferring inventory 10 11 If you are adding a new customer to the order guide click New The Customer Maintenance window appears Otherwise if you need to make a change to an existing customer record you can simply open that record Enter contact information for the customer as required The Type field specifies the user defined customer type Select the required type Customer types are maintained in the Code Table Maintenance window for Licensee types The Status field specifies the customer status The options are active or inactive Select the required status type Customer status types are maintained in the Code Table Maintenance window for Licensee status You can create a custom reference number for the customer by entering an identifying number in either Reference 1 or 2 Click the Loyalty Points tab Set the Price Level value to 1 Click Save and then click Exit Once you have set up a customer you can begin to create an order guide for them To set up an order guide for a customer 1 2 In the Customer Menu click Order Guides The Order Guide Selection window appears If you are opening an existing order guide select it from the displayed list and click Open or click New to create a new order guide for a customer You must assign the order gui
80. On the Main Menu click Inventory 2 Click Purchase Orders 3 Click Display All The existing purchase orders appear in the selection window 4 Click the purchase order you want to use to form the basis of the report and then click Open button A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU Click a radio button in the dialog box The dialog box closes Click Report The Purchase Order report is displayed in the report window Click Print The Print Options dialog appears asking you to confirm the printing CO OV Click OK Store Manager prints the report on the printer defined as the default printer and the report remains displayed on your screen in the report window When finished click Exit Voiding a purchase order You can void a purchase order if it has a status of issued A voided purchase order remains visible in the Purchase Order Selection window and you can open it to see the information in it but you cannot modify it Ordering receiving and transferring inventory To save time reentering order information you can duplicate a voided purchase order For information about duplicating a purchase order see Duplicating a purchase order on page 70 To void a purchase order 1 SA 2 3 4 On the Main Menu click Inventory C C C Cc C C lick Purchase Orders lick Display All The existing purchase orders appear in the selection wi
81. PLU Fields window They appear in the Value field list when you click the extended field in the Extended PLU Fields window After you assign extended options to PLUs you must export the information for the third party applications to use it WARNING To export the PLU and extended field information to a third party application one of the options you assign to the PLU must be an export file type You can assign export file types the same way you assign options using the Extended PLU Fields window For information about assigning options to PLUs see Recording extended PLU information To export PLU information 1 On the Main Menu click Administration 2 Click Export Files Generation The export file types that your head office has defined appear in the Generate Export Files window Beside the export type that you want to export select the Export check box 4 Click Go A dialog box appears indicating the file is being exported The dialog box closes when the export is complete The export s status is done 5 Click Exit Tip The file export process can take several seconds to complete To stop the export process in progress click Stop Creating update export files When your head office defines a file export type they choose fields from the PLU Maintenance window to be included in the file If you assign a file export type to a PLU each time you change the information in any of these selected fields a on
82. S terminals close terminal function 100 closing 100 201 single terminal 100 customer display 15 customer information gathering 113 journal files See journal files monitoring 101 new store reset function 98 open terminal function 100 opening 100 new store 98 single terminal 100 select customer display message 15 transactions 119 POS Xpress 192 price sticker queue deleting 185 price stickers formats 183 Print Queue Maintenance window 184 printing count sheet 90 inventory count sheets 90 print queues price stickers 184 purchase order report 68 receipts customize header and trailer 16 Receiving report 80 Safe Content report 148 transfer report 84 printing options balance report 132 processing bank deposit 140 product hierarchies setting up 18 product vendors adding 58 drop down lists 58 records 58 setting up 58 Promotion Performance report 172 purchase order converting into receiving orders 73 creating 63 duplicating 70 from suggested order 66 issuing 68 modifying 66 report 68 voiding 68 Purchase Order Report window 68 Purchase Order Selection window 63 Purchase Orders Selection window 66 Manual PO parameters 63 Q quety 202 safe transactions 148 R Rebuilding local files 195 Receipt Logo Maintenance window 16 receipts header and trailer information customize 16 printing messages 16 receiving See also receiving transactions completing transactions 79 converting orders from purchase orders 73
83. SAP Point of Sale 2 0 SAP Transactionware GM 10 0 store Manager User Guide saod Store Manager User Guide Documentation version 10 0 PN 072002 SAPTWRGM100SMUG July 9 2007 Copyright Copyright 2007 SAP AG All rights reserved SAP Library document classification PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG The information contained herein may be changed without prior notice Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors Microsoft Windows Outlook and PowerPoint are registered trademarks of Microsoft Corporation IBM DB2 DB2 Universal Database OS 2 Parallel Sysplex MVS ESA AIX S 390 AS 400 OS 390 OS 400 iSeries pSeries xSeries zSeries z OS AFP Intelligent Miner WebSphere Netfinity Tivoli and Informix are trademarks or registered trademarks of IBM Corporation in the United States and or other countries Oracle is a registered trademark of Oracle Corporation UNIX X Open OSF 1 and Motif are registered trademarks of the Open Group Citrix ICA Program Neighborhood MetaFrame WinFrame VideoFrame and MultiWin are trademarks or registered trademarks of Citrix Systems Inc HTML XML XHTML and W3C are trademarks or registered trademarks of W3C World Wide Web Consortium Massachusetts Institute of Technology Java i
84. SKU that the vendor uses to identify the item c Cost Type the cost of item to the store from the vendor d Pack Factor Type the number of units of the item in each shipping case For example a pack factor of 4 indicates that the item is shipped from the vendor in cases of 4 The number you enter into this field is used as the package size when you order or receive the item Note To remove a vendor for this item select the vendor and then click Remove Defining label printing options Use this procedure to override for this PLU the default price sticker and shelf label formats to design custom labels or to print labels 37 Working with Price Look Ups Note For information about assigning default formats see Defining general parameters for standard label formats To maintain PLU label options 1 List the PLUs see Listing PLUs 2 Select a PLU and then click Open 3 On the PLU window click the Labels tab The Labels tab appears e Do one or more of the following e To define the format used to print price stickers and shelf labels for the item in the Price Sticker Format field select a format e To define the format used to print price stickers and shelf labels for the item in the Shelf Label Format field select a format e To create designed labels for this item click Designed Label and then see Creating and modifying designed labels e To print price stickers or shelf
85. To specify details of the executable file for the application complete the following fields e Program Name Type the name of the executable file for the application e Program Path Type the full path to the executable file 9 Beside Opening State to define how the application opens click one of Incorporating third party applications 10 11 12 e Maximized e Regular e Minimized In the Authority field select a level to define the minimum authority level required to launch the application Choose Enabled to enable the application button or to disable the button leave the check box blank Do one or more of the following e To add or change the button for an application repeat the process e To delete a button select the label for the button and then click Delete A message appears prompting you to confirm the deletion Click Yes e To save the third party button definition for this window click Save 19 Customizing Store Manager 20 Working with the Product Hierarchy All items sold in your store have price look up PLU numbers to identify them Before you can set up PLUs you must define the product hierarchy that classifies PLUs This section covers the following topics e About the product hierarchy on page 21 e Defining department categories on page 22 e Defining department groups on page 22 e Defining taxes on page 27 e Defining departments on page 23 e
86. Type field allows you to select the type of inventory change that you want to make Click the drop down list and select either Gain Loss or Set Quantity The type of adjustment you choose determines how the Store Manager calculates the new on hand quantity For example if you select Gain from this drop down list the new quantity of the item is determined by adding to the current on hand 4 The Reason field defines the reason you are performing the adjustment to the item s on hand quantity You can define the selection of reasons that appear in this drop down list Click the drop down list and select a reason from the list 5 The Note field is for information that is relevant to this item s inventory adjustment Anything you enter is displayed on the report 6 The Item field defines the unique number that represents the item whose inventory you want to adjust Type a PLU number or cross reference number into the field 7 The PLU field displays the PLU number and description of the item 8 The Quantity field is the adjustment quantity Type a number that represents the quantity to be added subtracted or moved 9 The Quantity on Hand field contains the following e The Qty Before field contains the current inventory amount for the item No action required Store Manager automatically completes this field e The Qty After field contains the new inventory quantity for the item This new quantity is determined by your selection in th
87. a new one To modify a pending withdrawal deposit 1 on 2 3 4 On the Main Menu click Cash Management Click the appropriate safe Click Safe Withdrawal Click Display All The pending completed deleted and voided withdrawals deposits appear in the window Click the one you want to modify and then click Open Change the fields in the window as appropriate Click Save and then click Exit 141 Cash Management Voiding a safe withdrawal bank deposit You can only void a completed withdrawal deposit Voided withdrawals deposits are visible but they cannot be modified and they do not affect the safe s system amount To void a withdrawal deposit 1 On the Main Menu click the Cash Management 2 Click the appropriate safe 3 Click Safe Withdrawal 4 Click Display All The pending completed deleted and voided withdrawals deposits appear in the window f Click the one you want to void and then click Open 6 Click Void The status changes to voided 7 Click Exit Viewing details of a safe withdrawal bank deposit You can review the information you entered into a safe withdrawal bank deposit transaction regardless of its current status Voided withdrawals deposits remain visible To view the details of a withdrawal deposit 1 On the Main Menu click Cash Management 2 Click the appropriate safe 3 Click Safe Withdrawal 4 Click Display All The pending completed del
88. ackets around the area code and the hyphen between the third and fourth numbers are completed automatically In the Email Address field type the store s email address In the Web Site field type the address of the store s web site When the store record is complete click Save Viewing store information To view information for another store 1 2 3 On the Main Menu click File Maintenance Click Stores The current list of stores appears Click the store whose information you want to view and then click Open The Store window appears with the store s information When you are finished viewing the information click Exit Deleting store records To delete the record for another store 1 2 On the Main Menu click File Maintenance Click Stores The current list of defined stores appears 117 Store Operations 3 Click the store you want to delete and then click Delete A message appeats prompting you to confirm the deletion 4 Click OK 118 Working with journal files Working with journal files All transactions performed at a POS terminal are captured electronically in journal files You can open the journal files and view each transaction using the Electronic Journal Viewer Viewing the journal electronically allows you to use search functions to find specific transactions and eliminates bulky paper journals Setting up the electronic journal You must set up the path information
89. acter in the string Maintaining drop down lists 16 Many of the Store Manager windows include fields with drop down lists To use these fields you must add or change values to code table that provide the possible options that appear in these drop down lists Note Your head office can also define options for drop down fields and send this information to your store To maintain options in a drop down list 1 Onthe Main Menu click File Maintenance 2 Click ID Codes The Code Table Maintenance window appears 3 In the Code Table field select the field for the drop down list you want to maintain A list of the existing options for the drop down list you select appear in the lower part of the window Note If there is a long list and you want to locate a particular option in the Search by Description field type one or more of the first few characters of the description for the option The first record with a description containing your entry is highlighted 4 Do one of the following e To add a new option click New and proceed to step 5 e To change the description for an option proceed to step 6 5 In the Code field of the blank line added to the list type a number The number should follow sequentially the ID number of the option above it If this is the first option for the drop down list type 1 Working with extended fields In the Description field enter a description of up to 30 characters Do on
90. action Type an alphanumeric string up to 40 characters in length in the Notes field The Tender field contains the tenders that you can include in the balance A tender is actually included in the balance if you enter a value in the corresponding Amount field on this window Your head office uses the Configurator to define the tenders that are available for Balancing a cash drawer 11 12 13 14 15 16 17 18 19 20 21 balance This field contains a list of the tenders that are eligible No action is required Store Manager automatically completes this field with the tenders that are eligible for balance To enter a balance amount for a tender click the tender and complete the fields on the right side of this window To enter an actual amount for a tender click Actual and complete the fields on the right side of this window The System field indicates the amounts of the tenders that are expected in the cash drawer This field is not visible if your head office has used the Configurator to enable blind balancing During a blind balance you do not know the system amount After clicking Balance the Store Manager compares the actual amount with the system amount and alerts you if they do not match No action is requited When you click Balance in this window the Store Manager automatically completes this field with the amount of tender that is expected in the cash drawer The Short Over field indicates
91. ameters Setup window 11 General Parameters Setup window Cash Safe Management parameters 12 General Information parameters 11 Server Communication parameters 11 Unique PLU Generation parameters 12 Gross Profit report 177 H Hourly Sales Summary report 165 I In Stock Research report 179 Inactive PLU report 176 inventory 73 79 86 See also inventory control adjustment 175 count PLU list 92 count sheets 90 printing 90 entering on hand quantities after a count 92 Inventory Adjustment report 175 on hand inventory adjustments at any time 94 physical inventory maintenance 92 quantities after a count 92 ordering 63 physical count 90 adjusting on hand quantities 92 count sheets 90 entering new on hand quantities 92 PLU count lists 92 on hand quantities 92 purchase order converting to receiving orders 73 duplicating 70 issuing 68 manual 63 report 68 voiding 68 receiving 73 by case 77 by PLU or vendor s SKU 73 partial orders 79 voiding transactions 80 receiving by case function 77 reports 174 Current Inventory 174 Gross Profit 177 Inactive PLU 176 Inventory Adjustment 175 List of Orders 87 Performance Summary 178 Transfer 84 using 174 shelf location 90 transfer 80 by case 82 completing 84 creating 80 printing reports 84 using PLUs 80 Transfer report printing 84 transferring 80 199 uploading levels to corporate office 89 viewing information 86 voiding transfer 84 Inventory Adjustment report 175 inventor
92. an view a detail report that includes the employee s clock in and clock out times total hours worked and the reason worked plus an employee signature line that can be used for verification To generate the Clock In Clock Out Report 1 2 3 On the Main Menu click Payroll The Payroll Menu appears Click Clock In Out Report The Clock In Clock Out Report Criteria window appears To specify the report period choose one of the following e fora specific payroll period click Payroll Period and select a period from the list for some other period of time click User defined Period and click the button beside the field to open the pop up calendar Click a date in the calendar and click OK Alternatively type a date into each field To specify which employees you want the report for choose one of the following e forall store employees click All Employees e fora specific employee click Selected Employee and type the cashier s number To print a line for a signature at the bottom of the report click Print Signature Line Click Generate Report The report appears 173 Working with Reports Working with inventory control reports This section describes how to generate the Store Manger reports dealing with inventory levels costs sales and profits from inventory controlled For general information about what you can do after generating a report see Working with generated reports on page 152 For instructio
93. and then click Exit Tip The Actual fields on the left side of the POS Balance Maintenance window only display the amounts you enter for balance You cannot edit these fields directly To enter an amount click the tender s row on the left side of the window and enter the amount in the fields on the right side of the window Completing a balance A balance has a pending status until you complete it You cannot modify a completed balance but you can void it If you find an error in a completed balance you must void the balance and create a new one however you must ensure that you perform the void on the same Business Date For information about voiding a balance see Voiding a balance on page 133 To complete a balance 1 ii 2 3 4 On the Main Menu click Cash Management Click the appropriate safe Click POS Balance The pending completed deleted and voided balances appear in the window Click the balance you want to complete and then click Open The POS Balance Maintenance window displays the balance information Click Balance Click Complete and then click Exit Modifying a balance You can only modify a pending balance Once you have entered the final information for a balance you can complete it For information about completing a balance see Completing a balance on page 132 132 Balancing a cash drawer You cannot modify a completed balance If you need to make a chan
94. ansactions 169 Performance Detail parameters 178 Performance Summary 178 parameters 178 Period Sales 180 Promotion Performance 172 Purchase Order 68 Receiving 80 example 80 Safe Content 148 Sales 159 data calculation formulas 159 Sales Analysis compiling 159 data calculation formulas 160 parameters 159 Sales and Sales Analysis 159 Sales Tax 171 Salesperson 164 Tender 161 Transfer 84 Report Macro Definition Selection window 156 157 Report Macro Menu window 156 report macros creating 156 defining 156 defining macro sequences 156 deleting 157 reporting 156 Report Management Security Setup window 102 report template designer 155 reports authority levels for viewing 102 compiling Sales Analysis 159 defining macros 156 macros defining 156 deleting 157 printing 156 report template designer 155 standard 158 using 158 S safe balance completing 144 entering 144 modifying 145 viewing details 146 voiding 145 Safe Balance Selection window 145 Safe Content report 148 Safe Content Report window 148 Safe Contents window 147 Safe Deposit Maintenance window 137 Safe Deposit Selection window 136 safe options 123 Safe Transactions window 142 Safe Transfer Selection window parameters 142 Safe Transfer window parameters 143 Safe Withdrawal New window 140 safes See also safe options authority levels for withdrawal 140 balances 142 144 completing 144 entering 144 modifying 145 new 144 viewing details 146 voiding 145
95. aracters to describe this format 6 From the Label Type drop down list select whether the format is for a Price Sticker or for a Shelf Label 7 Beside each of the fields you want to be included in the format check the corresponding check box 8 Click Save Working with standard labels Deleting standard label formats Note You should not delete a format that is assigned to a PLU To delete a standard label format 1 On the Label Parameters Menu click Standard Labels Formats The Standard Labels Format Selection Window appears Click Display All The existing formats appear in the window Click the format you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Defining general parameters for standard label formats Use this procedure to define general parameters of the formats for the standard price stickers and shelf labels Note Before using this procedure you must define the formats for the standard labels as described in Defining standard label formats on page 182 To define general parameters for standard label formats 1 2 3 4 On the Main Menu click Parameters Setup On the Parameters Setup Menu click Label Parameters On the Label Parameters Menu click General Label Parameters Click General Label Parameters The General Label Parameters Setup window appears Note For information about the first three check
96. ategory and select a category from the list e To define the group that contains the items click Group and select a group from the list e To define the department that contains the items click Department t and select a department from the list e To define the user flag options assigned to the items click UserFlag1 6 and select a user flag option from each list e To define a vendor that supplies the items click the Vendor and select a vendor from the list To group the report data by category group department click Group By and then select an option from each list To clear the information from the criteria window click Reset Click Generate Report The report appears 177 Working with Reports Performance report 178 The Performance report provides information about item sales quantity on hand and costs A summary and a detail version of this report are available To generate the Performance report 1 2 On the Report menu click Performance The Performance Report Criteria window appears To select a range of dates for the report period click the Period fields and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK Note Note that the default date range in the Period fields is based on the previous inventory control period To define a range of vendors that supply the items click Vendor and select a vendor from each
97. ation in the Inventory Information window PLU This field contains the item s PLU number The adjacent field describes the item associated with the PLU number You can define the item s description when you define its PLU Ordering Number This field contains a unique number that is used to track the item during inventory transactions You define the order number in the Ordering No field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager completes this field Department This field contains the ID number of the department to which the item belongs The adjacent field describes the group in which the item belongs You can define the item s department in the Dept Number drop down list in the PLU Page 1 tab of the PLU Maintenance window Retail Price This field contains the item s retail price You can define the item s retail price in the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window Use Dept Settings This field indicates whether item or department settings are used for determining the item s prices You can define whether the Store Manager uses item or department settings using the Use Department in the PLU Page 1 tab of the PLU Maintenance window Sugg Retail Price This field contains the item s suggested retail price You can define the suggested retail price in the Sugg Price field in the PLU Page 1 tab of the PLU Maintenance window Packa
98. ault for the items you add to this queue do one of the following e To use the default format defined for this type of label select Use Current Format For information about how to define this option see Defining general parameters for standard label formats on page 183 e To print items using the format selected for the item in the Labels tab of the PLU window select Use PLU Default Formats For more information see Defining label printing options on page 37 6 Click New A blank row appears with the cursor positioned in the Item field 7 Inthe Item field type or use F12 to select a PLU to be included in the queue 8 In the Qty field to select how many labels for this PLU are to be included type a number or use the spin buttons 9 Ifyou want to use a label format for this item that is different from the one you specified in step 5 from the Current Format drop down list select a format 10 Do one of the following e To include more items in the print queue for each additional item repeat steps 6 through 9 e To delete an item from the queue select the item and then click Delete e To save the completed print queue and return to the Print Queue Selection Window click Save Printing label print queues Use this procedure to print the labels included in a shelf label or price sticker print queue To print label print queues 1 On the Main Menu click Labels Maintenance 2 To specify the ty
99. automatically by the Store Manager To enable modification of a purchase order number or document number click the Modify PO Doc Number check box e To allow a PLU to appear multiple times on a purchase order receiving transaction or transfer click the Include Store Num in PO Doc Num check box e Ifa PLU you enter into a purchase order receiving transaction or transfer must have a record in the PLU table click the PLU Must Exist check box If you do not require the PLU record to exist the Store Manager accepts any number you type into the PLU XREF fields in the Purchase Order Receiving or Transfer windows e To record SKUs used by vendors to identify the items they supply to your store vendor s SKUs in the Store Manager click the Maintain Vendor SKU check box If you enter a vendor s SKU for an item into the Store Manager you can either use the item s SKU number ot PLU in purchase orders receiving transactions and transfers e To determine the number of digits in the PO number by adding leading zeros in the PO Document Reference Number Mask field type the a number of zero 59 Inventory Management 60 To ensure that items are mapped to one vendor only click Item Vendor Match Order Vendor To allow a vendor s PLU to appear multiple times on a purchase order receiving transaction or transfer click the Allow Duplicate PLU check box To allow a vendor s SKU to appear multiple times on a purchase order r
100. aximum number of the items that you want to have in stock 7 Inthe Opening Stock field type number of items that are currently in the opening stock Note The Reorder Point field displays the number at which a flag is generated to indicate that new inventory needs to be ordered Deleting PLUs Recording extended PLU information Deleting Defining You can use extended fields to record additional PLU information that is not available in the PLU table The PLU information in the extended fields is stored in the database and can be exported to a file for use by a third party application Note For more information see Working with extended fields Use this procedure to record additional information for a customer using extended fields To record extended PLU information 1 List the PLUs see Listing PLUs 2 Select a PLU and then click Open 3 On the PLU window click Extended Fields The Extended PLU Fields window appears 4 Beside the Extended Field for which you want to record the PLU s information click in the Value field 5 Do one of the following e If the field does not contain a drop down button type the PLU s information e If the field contains a drop down button select an option from the list e Ifan option matching the PLU s information is not listed see Adding and changing extended field options and then return to the Extended PLU Fields window and select the optio
101. ay All select the scheme you want to modify and then click Open The Quantity Level Pricing window appears 4 Inthe PLU field type or use F12 to select the PLU for which the pricing scheme applies The description for the PLU appears 5 In the Level field type a number identifying the quantity level pricing A PLU can have more than one quantity pricing level 6 Inthe Quantity field type the quantity of the item that must be purchased to qualify for this pricing scheme 7 Inthe Price field type a price with up to two decimals places that will be applied using this pricing scheme for the item 8 Inthe Description field type up to 40 characters to describe the pricing scheme 9 Beside the Tax 1 Tax16 fields select check boxes to define the taxes that will be applied to the item when it is purchased using this pricing scheme When the item does not qualify for the quantity or level pricing scheme the taxes defined for the item on the PLU window will be applied 10 Click Save and then click Exit Deleting pricing schemes To delete a quantity or level pricing scheme 1 On the Main Menu click PLU Management 47 Working with Pricing 2 Click Qty Level Pricing The Quantity Level Pricing Selection Window appears 3 Click Display All select the scheme you want to delete and then click Delete A message appears prompting you to confirm the deletion 4 Click OK Working with mix match pricing About mix matc
102. ber drop down list in the PLU Page 1 tab of the PLU Maintenance window For information about defining departments see Defining departments on page 23 No action required Store Manager automatically completes this field Gross Mrg This field defines the gross margin the store earns on the item The calculation is based on the difference between the values in the Retail Price and the Cost Price fields No action required Store Manager automatically completes this field Seq This field indicates the line that is highlighted in the purchase order The Retail Price Ext Retail Dept Gross Mrg Seq and Order Number fields contain the information for the line that is highlighted in the purchase order No action required Store Manager automatically completes this field Order Number This field contains a unique number that is used to track the item during order receive and transfer transactions You define the order number in the Ordering No field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager automatically completes this field 65 Inventory Management 66 Inventory Information This field opens the Inventory Information window The window contains information about the item in the line you highlighted in the purchase order The item in the highlighted line must be inventory controlled For more information about the Inventory Information window see Viewing inventory information on
103. box Defining taxes c If Manual To print the manual tax description when the cashier applies a manual tax but a zero tax amount is calculated select this check box To define print options for tax totals complete the following fields a Sum Tax ID for Receipt To add the total of this tax to the total of another tax and to print the combined total on the receipt type the ID number of the other tax b Sum Tax ID for Report To add the total of this tax to the total of another tax and to print the combined total on the sales report type the ID number of the other tax Setting up step taxes Step taxes result in the customer paying a different tax rate based on the price of the item When you set up tax steps you define price ranges and the corresponding tax rate for each range Use this procedure to define up to 523 tax steps using the Tax Steps tab of the Tax window 1 Deleting taxes In one or more of the numbered fields type a currency amount including decimal places Tax steps are the tax amounts charged for items or transactions priced lower than or equal to the amounts in the step fields For example if you enter the following into fields 1 3 1 25 2 30 3 35 the following taxes are applied 01 is charged on purchases between 01 and 25 02 is charged on purchases between 26 and 30 03 is charged on purchases between 31 and 35 In the Break Point field to define the amount at which
104. boxes on this window see Enabling label use in Store Manager on page 181 Complete the remaining fields as follows e To used a separate print queue for each format check the Separate Queue for Each Format check box e From the Price Sticker Default Format drop down list select the format that will be used by default for price stickers e From the Shelf Label Default Format drop down list select the format that will be used by default for shelf labels Click Save 183 Working with Labels Printing standard labels 184 You can print individual shelf labels and price stickers or create a list of labels in a print queue and then print the queue Creating and modifying label print queues Use this procedure to create or modify a collection of shelf labels or price stickers in a list known as a print queue To create or modify a label print queue 1 On the Main Menu click Labels Maintenance The Labels Maintenance Menu window appears 2 To specify the type of labels to be included in the print queue click either Price Stickers or Shelf Labels The Print Queue Selection window appears 3 Do one of the following e To create a new print queue click New e To modify an existing print queue select the queue and then click Open The Print Queue window appears 4 In the Description field type up to 40 characters to describe the queue 5 Under Format to specify the format that will be used by def
105. cal Inventory Define window You can open each PLU list and adjust on hand quantities in the Physical Inventory Maintenance window Creating an inventory count PLU list If you use a count sheet to help you with your inventory you can choose the same criteria in the Physical Inventory Define window so that the PLU list matches the items you counted Once you create a PLU list you can open it and adjust the on hand quantities of the items in it For information about making the adjustment to on hand inventories see Entering new on hand quantities on page 92 In the following steps you must enter information into the Physical Inventory Define window To create a PLU list 1 On the Main Menu click Inventory Click Physical Inventory Click New Enter the criteria for the PLU list into the fields Click Generate Sheet The Physical Inventory Maintenance window displays the PLU list Click Save ON i ee Se Da Entering new on hand quantities Once you create a PLU list you can open it and adjust the on hand quantities of the items in it For information about creating a PLU list see Creating an inventory count PLU list on page 92 The Physical Inventory Maintenance window displays the expected on hand quantities of each item in the PLU list You can compare these amounts to the actual amount you count in your store The on hand quantities in the Store Manager are not updated until you complete the adjustment transactio
106. changing a group you cannot change the Group Number In the Group Description field type up to 40 characters to describe the group In the Category Description field select the category to which the group belongs The Category Number for the category that you selected appears automatically Click Save Deleting department groups Use the procedure to delete a group that has no departments assigned to it To delete a group 1 2 3 On the Main Menu click File Maintenance Click Department Groups The Department Groups Selection window appears Click the group you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Defining departments Departments are at the third highest level in the product hierarchy below department groups They are used to classify a collection of PLUs User flags can also be defined to further classify PLUs Before a department can be defined the group with which it will be associated must be defined Adding and changing departments To add or change a department 1 2 3 On the Main Menu click File Maintenance Click Departments The list of defined departments appears Do one of the following e To add a new department click New e To change an existing department select a department and then click Open The Department window appears with the General tab selected For an example of this tab see Defining general d
107. ck All Taxes e To include a specific type of tax for example Federal Tax click Tax ID and select a tax type from the list To clear the information and make new selections click Reset Criteria Click Generate Report The report appears 171 Working with Reports Promotion Performance report The Promotion Performance report provides sales information for promotions and promotional item being run in the store To generate a Promotion Performance report 1 On the Report menu click Promo Performance The Promotion Performance Criteria window appears 2 To specify the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK 3 Inthe Business Date field select a start date and an end date from the adjacent pop up calendars 4 To specify how you want the promotion performance information to appear in the report choose one of the following e To show the information summarized click Summary by Promotion e To show all promotion items click All Promo Items e To show a specific promotion click Specific Promotion Number and type the promotion number in the field 5 Click Generate Report The report appears 172 Working with standard reports Clock In Clock Out report The Clock In Clock Out report contains information about store employees total hours worked Once you generate this report you c
108. ck box e To allow negative prices for example if the items in the department are bottle returns and steam cleaner deposit refunds leave this check box unchecked Beside PLU Required do one of the following to define how cashiers can sell items in this department e To require cashiers to select only the department not a specific PLU and then enter a price leave this check box unchecked e To require cashiers to enter specific a PLU associated with the department select this check box For packaged items in this department that must be weighed if any to define the weight of the packaging do one of the following Defining departments e If the same tare weight is used for all items in the department in the Tare Weight field type a tare weight identification number The weight is deducted from the item s total weight to calculate the price The tare weight is only applied to items that are weighed e If different tare weights are used for various items in this department use the Tare Weight field on the General tab of the PLU window to assign tare weights on an item by item basis 8 Ifsome or all of the items in this department must be weighed do one of the following e Ifall items must be weighed select the Scale Item check box e If only some items in the department must be weighed select the Use Scale check box on the General tab of the PLU window to enable weighing on an item by item basis 9 To define how cash
109. ct Allow Confirm All for Clock Time Entries in the Payroll Parameters Maintenance window For information about the Payroll Parameters Maintenance window see Configuring payroll parameters on page 107 Click Start of Week or End of Week to locate the appropriate week s information Click the employee whose time you want to confirm and then click Open The Payroll Clock In Out Detail window displays the employee s information Click Confirm Time The clock in out time entries for the week are confirmed 111 Store Operations 112 After you confirm the clock in out information you can export it to a file for your head office Exporting clock in out files to head office When you export the clock in out information for a fiscal week you export it to a file for your head office To be able to export the in out clock file without confirming the time for each employee you must select Allow Export of Unconfirmed Clock Time Entries in the Payroll Parameters Maintenance window You may have to confirm the clock in out information before you export it For information on how to confirm the information and on determining if you have to confirm it see Confirming clock in out times on page 111 To export the clock in out information 1 On the Main Menu click Payroll 2 Click Clock In Out Adjustment 3 Click Start of Week or End of Week to locate the appropriate week s information 4 Click Export The
110. ct to change without notice and SAP does not warrant that it is error free SAP MAKES NO WARRANTIES EXPRESS OR IMPLIED OR OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Coding samples Any software coding and or code lines strings Code included in this documentation are only examples and are not intended to be used in a productive system environment The Code is only intended better explain and visualize the syntax and phrasing rules of certain coding SAP does not warrant the correctness and completeness of the Code given herein and SAP shall not be liable for errors or damages caused by the usage of the Code except if such damages were caused by SAP intentionally or grossly negligent Internet hyperlinks The SAP documentation may contain hyperlinks to the Internet These hyperlinks are intended to serve as a hint where to find supplementary documentation SAP does not warrant the availability and correctness of such supplementary documentation or the ability to serve for a particular purpose SAP shall not be liable for any damages caused by the use of such documentation unless such damages have been caused by SAP s gross negligence or willful misconduct Accessibility The information contained in the SAP Library documentation represents SAP s current view of accessibility criteria as of the date of publication it is in no way intended to be a binding guideline on how to ensure accessibility of software products SAP sp
111. d The Origin field indicates whether the purchase order is based on an electronic document suggested order or manual order Action No action required Store Manager automatically completes this field The Transmit field indicates whether the purchase order has been issued No action required Store Manager automatically completes this field The Min Order field contains the minimum dollar amount that must be ordered from the vendor The data in this field is for information only If the items on the purchase order total less than the amount in this field the order can still be processed No action required Store Manager automatically completes this field The Over Min Order field indicates whether the amount of the items on the purchase order is more than the amount in the Min Order field in this window No action required Store Manager automatically completes this field Complete the appropriate field in the middle of the Purchase Order window PLU XREF This field defines the unique number that identifies the item you ate ordering Type a number into the field If you click By PLU Xref in the Select Display Type dialog box you must enter the item s PLU or cross reference number If you want to use cross reference numbers only you must click Xreference Only in the Inventory Parameters Maintenance Window For information about defining cross reference numbers see Defining PLU cross references on page 39 Description This fiel
112. d then click OK b Type a time using the format HH MM SS Viewing detailed safe transactions c Edit the AM PM indicator if required by typing over the existing indicator The Business Date field contains the range of business dates for the transaction that you are looking for The Operator field displays the employee number of the person that processes the transaction Type a cashier number in the Operator field To search for transactions that were processed by a particular register click the Register field and type a register number To search for all tenders click the All Tenders radio button To search for a specific tender click the Selected Tender radio button then select an option from the drop down list The Audit tab shows chronologically how the contents of the safe has changed It shows transaction types increases and decreases and other transaction tender amounts For example what was in the safe once a transaction was completed and verified 149 Cash Management 150 Working with Reports This section covers the following topics About Store Manager reports on page 151 Generating reports on page 151 Working with generated reports on page 152 Working with designed reports on page 155 Working with report macros on page 156 Working with standard reports on page 158 Working with inventory control reports on page 174 About Store Manager reports
113. d applied the next time they use that window To set sort options 1 2 On the Main Menu click Parameters Setup From the Store Manager Parameters Menu window click Sort Setup The Sort Setup window appears Choose one or more of the following e To enable sorting on selection windows either by clicking column headings or by using the Sort button click Allow Sorting e To retain sort order changes on selection windows and apply them next time someone works with those windows click Save Sort Order If this option is not set every time a user opens a selection window records appear in the default sort order e To allow individual users to retain their preferred sort order on selection windows click Save Sort by User ID Click Save 13 Customizing Store Manager Customizing text Use these procedures to change the text for the names of the buttons windows menus messages and other categories of objects you see and use as you work with Store Manager You can either change text for an object directly from the window on which it is displayed or use the Translation window to change all or some of the text in Store Manager When you make changes to the text the original text for all objects provided by default with Store Manager is retained and displayed for you for reference Note If the text you are editing has double slash separators in the original text you must make sure you maintain the pattern whe
114. d contains the item s description as you defined in the PLU Maintenance window when you defined the PLU No action required Store Manager automatically completes this field Ordering receiving and transferring inventory Required Qty This field defines the quantity of the item you are ordering Type a number into the field Pkg Qty This field defines the number of the item that is shipped in each case For example if the number 4 is in this field the item is shipped in cases of 4 No action required Store Manager automatically completes this field with the number in the Pack Factor field in the Vendor s SKU Maintenance window if vendor s SKUs are being used If you do not enter a number into the Pack Factor field the Store Manager enters the number 1 into this field Pkg Count This field defines the number of packages being ordered based on the values you enter into the Required Qty field and the number in the Pkg Qty field If you order an odd number of items the Store Manager calculates the number of packages required to fill the order For example if you enter 7 into the Required Qty field and there is a package size of 6 then 2 packages are ordered The second package is ordered to accommodate the seventh item No action required Store Manager calculates the number of packages required and completes the field Extended Units This field defines the total number of the items you are ordering The total number
115. d mix match pricing schemes and create short easy to remember cross reference numbers as described in Working with Pricing Note Before you create any PLU records you must define the product hierarchy of categories groups and departments For information see About the product hierarchy Listing PLUs Use this procedure to list summary information for the PLUs that are currently defined for your store From the list you can select a PLU that you want to view modify or delete To list PLUs 1 On the Main Menu click PLU Management 2 Click PLU Maintenance The PLU Selection Window appears 3 Click Display All The current list of defined PLUs appears 33 Working with Price Look Ups Adding and changing PLUs This section describes how to add PLUs and define general information user flags taxes itemizers and other details Defining general PLU information To define general information for a PLU 1 2 34 List the PLUs see Listing PLUs Do one of the following e Ifyou are adding a new PLU click New e Ifyou are changing general information for an existing PLU click Display All select a PLU and then click Open The General tab of the PLU window appears Do one of the following e To complete this information manually proceed to step 4 e To activate the PLU generation function click Generate Unique PLU and then proceed to step 5 Store Manager creates a unique PLU fol
116. d must match the quantity you enter into the Hash Qty field in the Receiving Maintenance window click the Received Qty and Hash Qty Have to Match check box The hash quantity is the total number of pieces you expect to receive in the order If you click this check box and the quantity you receive does not match the hash quantity you cannot complete the receiving transaction To capture all the items in receiving transactions individually click the Capture All Line Items check box To automatically generate a receiving transaction when a purchase order is issued click the Generate Receiving Trans for Issued P O check box For item under inventory control allow you to accept note and complete at a later time partial orders click Only Transmit Modified Items If Partialled To restrict the number of decimal positions that are allowed when a Quantity Received value is entered type a number between 0 and 3 in the Received Quantity Decimals field The default setting is 3 decimal places To require a reason from the Reason drop down list in the Receiving window when there is a discrepancy between the expected and actual quantities of an item received click the Receive Reason Required check box If you click this check box you cannot complete the receiving transaction until you select a reason If entering a discrepancy number into the Discrepancy No field in the Receiving window is required whenever there is a discrepancy during receiving
117. de to the customer by entering their identifying number in the Customer field If you do not know the customer number you can look it up by clicking the question mark icon Note You may create an order guide for licensees with several locations ordering the same group of products by creating a copy of an existing order guide for one licensee and then assigning a new customer number to it In the Guide ID field enter an identifier to uniquely identify the order guide Enter each item to appear in the order guide by clicking the Item field and entering the PLU Number and PLU Description for the item Current Price Futute Price displays the item s prices based on the current date Future price represents the price that is effective on the earliest configured date after the current date If an item does not appear in the customer price list the current retail price from the PLU database is displayed in both the current price and futute price When you have entered all the items for the order click Save to save the order guide If required you can print the order guide To print the order guide click Print Viewing displayed information about the order When an order guide is complete the P T ID field shows the configured pending transaction type such as Layaway for the order After that order is settled and picked up the status changes to Complete You can sort the item list by clicking on any item column header in the orde
118. ded fields sciscsccisscesscsecessessiecessetesesseseseseesebedestessssiniacietasssseseasssess Adding and changing extended field Option sssssssssssssssresssssesssrresssrrsessse 17 Deleting extended field Options s ssssssssssssssssessssresssrsessssrsssrtesssnressnressnnrenss 18 Incorporating third party applications s sssssssssssssssssssrsessssresssrresssreesnressnnreessre 18 Working with the Product Hierarchy About the product hierarchy sissscsssscssessssesssssscsussessecscssiveibeveraasssssaestecvendasseuedie sees Defining department Categories ssssisisssssirisssiiiisisssssesesraiesssasiisssissseirinisisissi insae Adding and changing department categories wos Deleting department categories Defining department groups sss sssssssssssssssrsessrreessrreesssrees Adding and changing department groups ss Deleting department Qroups sciscassssecssscisesrontsvenescssesesssessstcasessncassersstseconaersess Defining departments lt cccccscssscscssssssesssessenssesenssiesesscsedesnerevesesiesosabeaseveiscssseietetaie Adding and changing departments sssssssssssssssesssseessstressrresssstsssnressnrreessre Defining general department details cccceceeessesesessessesessessseessessssesseneees Assigning department taxes and itemizers Defining department printing options a Deleting departin ents ssni inin iniii sisii Chapter 4 Chapter 5 Defining taxes afc lara ei eed Ae aed ice este Adding and changing taxes Defining gen
119. ders report 87 loan completing 126 entering 124 float 124 modifying 127 pending loan transaction 124 modifying 127 performing 124 safe 126 viewing details 127 voiding 126 127 log files 194 seatch 194 view 194 Log Files window 194 Loss Prevention Summary report 163 M Manual PO parameters Purchase Orders Selection window 63 manual purchase order creating 63 using PLU or vendor s SKU 63 modifying balance 132 bank deposit 141 deposit into the safe 136 loan 127 pickup from cash drawer 129 purchase order 66 safe balance 145 monitoring POS terminals 101 N new balance cash drawer completing pending 132 entering 132 safe 144 completing pending 144 entering 144 new store preparing to open 98 new store reset function 98 Non Merchandise Detail report 160 Non Merchandise Summary report 160 non safe options 123 O on hand inventory adjusting quantities 92 after a count 92 at any time 94 adjustments reports 175 quantities adjusting 92 entering 92 entering after a count 92 inventory count lists 93 PLU list 92 open store function 98 opening new store preparations 98 POS terminals 100 store 98 store record 117 opening or closing single POS terminal 100 store 98 order guide 70 ordering inventory 63 other stores viewing records 117 P parameters system defining 11 partial order completing transaction 79 receiving 79 payroll clock in out editing employee times 109 exporting files 109
120. dicates that the designer is on Right click anywhere on the report window A shortcut menu appears listing the design options When the shortcut menu appears you can modify the appearance of the report as follows e To truncate amounts so that the decimal place values are not shown click Truncate check the corresponding check box for each field you want to truncate and then click OK e To move a data or text value click Re Position point with mouse pointer to the value you want to move and then click and drag it to the new location The x and y values at the bottom right change as you drag the value until you release the mouse button e To hide heading text or data values click Hide check the corresponding check box for each field you want to hide and then click OK Click Save Template If you are updating an existing template a dialog appears prompting you to confirm that you want to override the previous template If you have made changes to an existing template to save the changes click Yes Yes appears in the On File field Deleting report templates Use this procedure to delete a template that has been saved for a report To delete a report design template 1 Gi pe Be be Generate the report for which you want to delete the template as described in Generating reports on page 151 Click Design On A dialog box appears indicating that you are about to use the designer Click OK The Design Mode field
121. digit For example if the tax amount 27 Working with the Product Hierarchy is calculated at 1 543 and the round digit is 3 the tax amount is rounded up to 1 55 If the round digit is 5 the tax amount is rounded down to 1 54 c Tax Class To determine how the tax is applied relative to other taxes select an option d Min Tax To set the minimum amount that a transaction subtotal must reach before the tax is applied type an amount including decimal places For example if a transaction subtotal is 10 99 and the minimum tax amount is 12 00 the tax is not charged e Tax on Tax If the tax is calculated based on the transaction subtotal plus the other tax amounts select this check box Note that if you have several taxes applied to an item or transaction only one can be set up to apply tax on tax Complete the Tax Threshold details as follows a Threshold Amount To set a threshold transaction amount below which the tax is not charged type an amount including decimal places b Use on Item Amount To apply tax to items with prices exceeding the threshold amount that you define in the Tax Threshold Amount field select this check box c Use on Differential To apply tax to the difference between the threshold amount and the item s price select this check box Note If you do not select either the Use On Item Amount or Use On Differential check box the Threshold Amount is applied to the transaction total The
122. diting an existing cross reference proceed to step 7 e Ifyou are adding a new cross reference proceed to step 6 Complete the following fields a X Reference Type up to 18 numbers to define the cross reference b PLU Type or use F12 to select the PLU with which the cross reference is associated The description of the PLU appears To define the information that is printed on customer receipts use the Capture PLU check box as follows e To print the information for the PLU select the check box e To print the information for the cross reference leave the check box unchecked If the cross referenced item is packaged complete the following fields a Package Quantity Type the number of items that make up a package b Package Type Select a type of packaging defined using the Configurator Do one of the following e Ifinventory for the cross referenced item is not controlled proceed to step 12 e Ifinventory for the cross referenced item is controlled click the check box beside Inventory Control The Inventory Control tab appears To include the item in suggested orders beside Include in Suggested Orders click the check box To define details of the inventory quantities complete the following fields a Inthe Minimum Quantity field type the minimum number of the item that is allowed b In the Maximum Quantity field type the maximum number of the item that is allowed c Inthe Opening Stock field if you are creating a
123. e Selecting a journal Before you can view the transactions in the Electronic Journal Viewer you must update and open a journal file Updating the Electronic Journal Viewer Updating the viewer makes new journal files visible in the Journal Search window so you can select them One journal file for each occurrence of the Open Terminal function is located in the folder you specified in the Current Day Dir field in the Electronic Journal Setup window You must update the viewer every time a new journal is added to the Journal Search window The update process requires you to run an external application ejp exe from Microsoft Windows Explorer You cannot run the program from within the Store Manager unless you set it up as a third party application 119 Store Operations Tip It is recommended that your head office set the ejp exe to run automatically every night this would make this manual procedure unnecessary For information about setting up and running third party applications see Incorporating third party applications on page 18 You do not have to close the Store Manager to update the journal viewer but you should close the Electronic Journal Viewer The following procedure describes the update process that is based on running the application using Windows Explorer and having the external application in the default location If the file is not in the default location you can use the Windows Explorer Find utilit
124. e Search for Text field To clear the search and start again click Clear 121 Store Operations 9 To begin searching click Search To determine the transaction print method 1 To print the entire journal file that contains the transaction that is currently displayed click the Whole Journal File 2 To print only the transaction that is currently displayed click the Current Transaction 3 To print a transaction click Print on the File menu 122 Cash Management This section provides information about managing cash in your store It also describes tender management functions using the safe option Store Manager can include tender management options that involve the store s safes or it can include tender management options that do not involve the safes Your head office also uses the Configurator to determine whether the safes ate involved in tender management functions The tender management options involve the cashier s drawer and the store s safes and include pickups balancing transferring and deposits You can also track the contents and balance the store s safes This section covers the following topics e Safe and non safe options on page 123 e Performing a loan float on page 124 e Balancing a cash drawer on page 131 e Depositing tenders into the safe on page 136 e Processing a safe withdrawal bank deposit on page 140 e Safe transfers and balances on pa
125. e Adj Type drop down list and the Qty Before field No action required Store Manager automatically completes this field 10 To complete the adjustment click Complete The Quantity on Hand fields are automatically filled in with the appropriate quantities 11 To view information about an item click Inventory Information The Inventory Information window opens For more information about the Inventory Information window see Viewing inventory information on page 86 Click the button 12 Click Save and then click Exit Tip To adjust the on hand inventory for another item immediately click New in the Inventory Adjustment window Controlling inventory packages The X Reference window shown below allows you to define a cross reference as a package or a case instead of just a single item If you sell 1 or 2 of the X Reference items then you are selling 1 or 2 packages When a cashier scans the item at the POS the quantity will automatically display and the price will be calculated accordingly In the example below the cashier does not have to specify a quantity of tennis balls because the quantity is already configured for 12 per package unless the customer is purchasing more than 1 package 95 Inventory Management To access the X Reference window 1 On the Main Menu click PLU Management 2 Click PLU X Reference 3 Click New to create a new cross reference or click Display All to Open an existing one To
126. e Last Revd Date This field contains the most recent date that you received the item in your store Store Manager maintains this value automatically e Last Vendor ID This field contains the ID number of the vendor that most recently supplied the item to your store Store Manager maintains this value automatically e Last Cost This field contains the amount the vendor charges the store for the item You can define the cost to the store using the Cost field in the Vendor SKU tab of the PLU Maintenance window List of Orders This field generates the List of Orders report The List of Orders report provides information about purchase orders and receiving transactions The List of Orders report is linked to the report template designer You can use the report template designer to alter the appearance and layout of the List of Orders report For information about the template designer see Working with designed reports on page 155 Click the button Inventory History This button opens the Inventory History Information window Report To generate a report for this item click Report 87 Inventory Management To open the Inventory Information window 1 Click Inventory Information on any of the following windows e PLU Maintenance window e Purchase Order window e Receiving window e Store Transfer by PLU window e Inventory Adjustment window e Physical Inventory Maintenance window To open the Inventory History w
127. e line update file is created automatically for use by the third party application 41 Working with Price Look Ups For example assume an export file type is defined for use by a third party application and the type definition includes a PLU s description in the file If you modify the description of PLU 456692471 an update file is automatically exported containing the description change The name and path of the update file is defined by your head office using the Configurator Making global PLU changes 42 Use this procedure to make changes to a group of items such as applying a user flag option to all PLUs or allowing the items to be eligible for an employee discount To make global changes to PLUs 1 On the Main Menu click PLU Management 2 Click Global Change The Global PLU Change window appears with the Change Criteria tab selected 3 To define the range of PLUs to be changed complete the following fields a Date Added Type or select the first and last dates on which the PLUs were created b PLU Type the numbers for the first and last PLUs in the range of PLUs 4 To define additional criteria for the PLUs that will be changed do one or more of the following e To restrict the PLUs to only those in a segment of the hierarchy in the Category Group and Department fields select the applicable options e To restrict the PLUs to only those assigned specific user flags in the User Flag fields select the app
128. e of the following e To save the options for the drop down list click Save e To add another option return to step 4 e To change the description for another option return to step 6 e To delete an existing option select the option and then click Delete A message appears prompting you to confirm the deletion Click OK When you ate finished click Exit Working with extended fields About extended fields Extended fields are fields that your head office defines that can be used for tracking customer buying preferences and habits or for recording additional information about PLUs For example you can define a simple extended field to note the number of dependents a customer has Extended fields can also be defined as drop down lists For example you can define a field with a list of colors which the cashier can use to tecord a customet s favorite color If the customet s favorite is not in the list you can add it to the option list and then select it Adding and changing extended field options Use this procedure to set up extended field options or to change an option To add or change an extended field option 1 2 3 On the Main Menu click File Maintenance Click Extended Field Options The Extended Field Options Maintenance window appeats Under Option Types click on the option type for which you want to add or change an option The list of options for the option type appear Do one of the following e
129. e one of the following e For all the store s registers click All Registers e Fora single register click Register and type the register ID e For the entire store click By Store 5 Click Generate Report The report appears 166 Working with standard reports Authorization report The Authorization report provides information on all transactions during a time period that required authorization and the status of that authorization To generate the Authorization report 1 2 On the Report menu click Authorization The Authorization Report Criteria window appears To specify the report period choose one of the following If you want the report period to be for today s date click Current Business Date If you want the report period to be for yesterday s date click Previous Business Date To select a range of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK Under Query Criteria choose what you want to include in the report To include all function click All Functions or click Function and select a function from the list To include all cashiers click All Cashiers or click Cashier and type a cashier ID To include all sources specific tenders or types of non merchandise click All Sources or Tender or Non Merchandise and select the appropriate item from the list to include all a desig
130. eceiving transaction ot transfer click the Allow Duplicate Vendor SKU check box If the receive all function in the Receiving window and Transfer window is required click the Allow Receive All Receiving and Transfers check box If the function is not available the Receive All and Receive None radio buttons on the windows are disabled For information about the fields used in the receive all function Receiving inventory on page 73 and Click New on page 81 To define the minimum authority level an employee must have to delete a purchase order receiving transaction or transfer using the Delete button on the appropriate selection window click Delete Inv Transaction Authority and select an option If you select 6 inventory transactions cannot be deleted To define how you must enter items into inventory click Item Entry Type and select an option To define how you must look up items in inventory click Look Up Item By and select an option In the Purchase Orders area of the Inventory Parameters Setup window do the following If you must complete the Order Type drop down list in the Purchase Order window click the Order Type Required check box In the Receiving area of the Inventory Parameters Setup window do the following To display the By Case tab click the Activate By Case Tab check box When enabled this feature allows the receipt of inventory by the case If the quantity you enter into the Act Qty fiel
131. eceiving transaction or open an existing pending or partial transaction 2 Click Complete A dialog box appears prompting you to confirm if you want to complete the receiving transaction 3 Click Yes The dialog box closes The receiving transaction s status changes to complete 79 Inventory Management Printing a Receiving report You can print a receiving report containing the information from the receiving transaction displayed in the Receiving window The Receiving report is linked to the report template designer You can use the report template designer to alter the appearance and layout of the Receiving report To print a receiving report 1 Create a new receiving transaction or open an existing pending or partial transaction 2 Click Report The Receiving report is displayed in the report window 3 Click Print A dialog box appears prompting you to confirm the printing 4 Click OK Store Manager prints the report on the printer defined as the default printer and the report remains displayed on your screen in the Report window Voiding a receiving transaction A voided transaction remains visible in the Receiving Selection window and you can open it to see the information in it but you cannot modify it To void a receiving transaction 1 Open a pending or partial transaction 2 Click Void A dialog box appears prompting you to confirm you want to void the receiving transaction 3 Click OK The receiv
132. ecifically disclaims any liability with respect to this document and no contractual obligations or commitments are formed either directly or indirectly by this document This document is for internal use only and may not be circulated or distributed outside your organization without SAP s prior written authorization Table of Contents Chapter 1 Chapter 2 Chapter 3 Getting Started About Stote Manager icccisiscsciscsssesessssisssesstesesstesesoesetosectessdaniesssesassedeinissaevesestesess 7 About this guide sisisi isasi i 8 Working with Store Manager iisisisisersssssrrissrsissesessrsctesssresssestee isesusiesssserearitsistess 8 Working with Store Manager menus and windows Changing your password Searching for records SOPUMG ECOLAS oii ccsdsivcsdafaseivadest o Ranan Sorting records using column headings Sorting records by more than one set Of values cscs 9 Searching for and selecting PLUS ccc ssiscsscsasscttesensevasessedaveasnssipesatedensaness 10 Customizing Store Manager Defining general system parameters wicca 11 Setting sort options GustOMUZiNe TEX E ysertzense Changing text that is currently displayed ssssssssssssssressssssssssresssrrsessrressssees 14 Changing text using the Translation Window ss sssssessssssssrresssresesssressssess 14 Customizing customer display messages Customizing receipt headers and trailers Maintaining drop down lists Working with extended fields About exten
133. eck box e If the information is to be printed in italics check the Italic check box e Ifthe information is to be underlined check the Uln check box e From the Ft Size drop down list select a font size Do one of the following 187 Working with Labels 11 e To include additional information on the label click New and then return to step 6 e To delete a row of information for the label select the row and then click Delete e To save the label click Save The radio buttons at the top of the window are enabled indicating that the designed label is ready to be used for printing Do one of the following e To use this label to print designed labels refer to Printing designed labels on page 188 e To return to the Price Tags Selection window click Exit Printing designed labels Use this procedure to print designed labels that have been created as described in Creating and modifying designed labels on page 187 1 2 On the Main Menu click Parameters Setup Click Label Parameters and then click Designed Labels Definition The Price Tags Selection window appeats Select a label and then click Open Specify the PLUs that will be printed by doing one of the following e To define a range of PLUs click PLU and then in the From and To fields type or press F12 to select the first and last PLU to be printed e To include PLUs specified in an electronic document click Doc Number and then fro
134. ection describes how to apply a batch using the Selection window If you try to apply batches out of order according to their effective date and time a warning dialog box appears For example if you try to apply batch 52003 effective March 15 1999 before batch 52002 effective March 1 1999 a warning dialog box appears WARNING The PLU changes contained in a batch take effect immediately after you apply the batch regardless of the date in the Effective Date field in the Price Batch Maintenance window To apply a batch 1 On the Main Menu click PLU Management 2 Click Price Batch Management 3 Click Display All The list of files appears 4 Click the batch you want to apply and then click Apply The batch of changes in the file are applied The batch s status changes to applied 5 Click Exit Creating and editing batches Use this procedure to create a new batch or to edit the contents of a pending batch To create or edit a batch 1 On the Main Menu click PLU Management 2 Click Price Batch Management The Price Batches Selection Window appears 3 Do one of the following e To create a new batch click New e To edit the content of a pending batch select the batch and then click Open The Price Batch window appeats e To close the window without saving the batch click Cancel 4 To define the date and time the batch will become effective beside Effective Date click the calendar button select a date a
135. ed and they do not affect the cashier s or register s actual tender amount during balancing or the safe s contents For information about completing a pickup see Completing a pickup on page 128 To void a pickup 1 On the Main Menu click Cash Management 2 Click the safe with the pickup 3 Click POS Pickup The pending completed deleted and voided pickups appear in the window 4 Click the pickup you want to void and then click Open The POS Pickup to Safe Maintenance window displays the pickup information 5 Click Void The pickup s status changes to voided 6 Click Exit Viewing a pickup s details You can review the information you entered in a pickup transaction regardless of its current status Voided pickups remain visible in the POS Pickup to Safe Selection window To view the details of a pickup 1 On the Main Menu click Cash Management 2 Click the safe with the pickup 3 Click POS Pickup The pending completed deleted and voided pickups appear in the window 4 Click the pickup you want to review and then click Open The POS Pickup to Safe Maintenance window displays the pickup information 129 Cash Management 130 To complete the fields in the POS Pickup Safe Maintenance window l 10 11 12 13 The Txn Num field defines a unique number that identifies the pickup transaction This number is a counter that reflects the number of tender management transacti
136. ed taxes appears Do one of the following e Ifyou are adding a new tax click New e Ifyou are changing an existing tax select the tax and then click Open The Tax window appears with the General tab selected For an example of this tab see Defining general tax details Do one of the following e Ifyou are adding a new tax in the Tax ID field type or select a number between 1 and 16 to identify the tax e Ifyou are changing an existing tax proceed to step 5 In the Description field type a description of the tax that will be printed on customer receipts In the Print Char field type a character that will be printed beside each taxable item on customer receipts To define the general information such as tax rate and class tax threshold and VAT see Defining general tax details To define print options see Setting tax print options To set up step taxes see Setting up step taxes When the tax record is complete click Save Defining general tax details Use this procedure to define general details for a tax using the General tab of the Tax window l Complete the General Options as follows a Tax Rate To determine the tax rate that is used to calculate the amount in a basic flat tax type a percentage using up to three decimal places b Round Digit To round up the tax amounts select All To set the third decimal place threshold above which the tax amount is rounded up type or select
137. efining user authority levels Getting Started About this guide This guide describes how to use all the features provided with the complete SAP POS Store Manager Deluxe product Depending on the version of Store Manager that you ate using some of the Store Manager features described in this guide may not be available to you Note You can change the names of windows menus and buttons along with other text provided with Store Manager This guide presents all text using the default text provided with the product Working with Store Manager Working with Store Manager menus and windows When you sign on to Store Manager the Main Menu window appears with buttons for each of the main Store Manager menus To open a menu e Click the corresponding button The menu appears in a new window Note To optimize your view of the Store Manager screens it is recommended that you increase the standard screen dimension for your monitor to 1280 X 1024 You can do this through the Control Panel gt Display gt Settings of your machine Changing your password Use this procedure to change the password you use to sign on to Store Manager To change your Store Manager password 1 On the Main Menu click Administration The Administration Menu appears 2 Click Change Password The Change Password dialog appears 3 Complete the fields as follows e Current Password Type your current password e New Password Type up to
138. ems in the transaction have been received more items on the transaction can be received e Void The transaction has been completed and then voided No action required Store Manager automatically completes this field 8 The Txn Date field defines the date the inventory transaction is created The transaction date does not need to be the same as the receive date No action required Store Manager completes this field with the system date of the computer the Store Manager is running on 9 The Document Number field defines the unique number that identifies the receiving transaction You can modify the document number if you click Modify PO Doc Number in the Inventory Parameters Maintenance window Store Manager automatically completes this field but you can edit the information in it Type a number into the field 10 The Vendor field defines the vendor that supplies the items you are receiving You must complete this drop down list before you can add items to the receiving transaction Click the drop down list and select a vendor from the list 11 The Receive Date field defines the date the items are received into your store Store Manager automatically completes this field but you can edit the information in it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field 12 The P O Number field defines the unique number that identifies the purchase order this
139. endor from the list The Receive Date field defines the date the items are received into your store Store Manager automatically completes this field but you can edit the information in it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The P O Number field defines the unique number that identifies the purchase order this receiving transaction is based on Type a number into the field The Ship Type field defines how the items are shipped to your store You must complete this drop down list if you click Shipping Type Required in the Inventory Parameters Maintenance window You can define the selection of ship types that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a ship type from the list The Receiving Type field defines the type of receiving transaction you are creating You must complete this drop down list if you click Receiving Type Required in the Inventory Parameters Maintenance window You can define the selection of receiving types that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a receiving transaction type from the list The Discrepancy Num field defines a unique number that identifies a discrepancy between the quantity of items expected in the transaction and the quantity of items actually recetved You must complete this fie
140. epartment details If you are adding a department in the Department field type a number of up to four digits to identify the department If you are changing a department you cannot change the Department field In the Dept Desc field type up to 40 characters to describe the department In the Dept Group field select the group with which the department is associated The description of the department appears in the Group Desc field To define pricing quantity packaging transaction types and other general details for the department see Defining general department details To assign taxes and itemizers for the department see Assigning department taxes and itemizers 23 Working with the Product Hierarchy To define options for how transaction receipts for items in the department are printed and other related options see Defining department printing options 10 When the department record is complete click Save Defining general department details 24 Use this procedure to complete the General tab of the Department window Note Some options appearing on this window can be defined on an item by item basis on the PLU window If the Use Dept check box is selected on the General tab of the PLU window the tax itemizer discount return and scale item options defined on this window are used for the item If the Use Dept check box is not selected the options defined on the PLU window are used for
141. er automatically maintains this value e In Stock Quantity Maximum This field contains the highest on hand quantity of the item during the period Click on the Maximum button to display the maximum quantity Store Manager automatically maintains this value e Quantity Ordered This field contains the quantity of the item that was reflected on purchase orders you issued during the period Store Manager automatically maintains this value e Quantity Received This field contains the quantity of the item that was received into the store during the period Store Manager automatically maintains this value e Transfer In This field shows the number of items that were transferred into the store from another store e Transfer Out This field shows the number of items that were transferred out of the store to another store e Net Sales Total This field contains the total net sales amount for this item e Received Cost This field shows the cost of the items received into inventory 88 Viewing inventory information Uploading inventory information to the corporate office Knowing the inventory levels of the stores in your chain allows your corporate or head office to make better buying decisions for your overall organization You can send your head office a snapshot of the inventory levels in your store at a specified time using the Inventory Upload feature This feature works by allowing you to define a trigger
142. er into the PLU X Ref field The Description field defines the description of the item Store Manager automatically completes this field with the description of the PLU you enter into the PLU X Ref field To define the store s cost for the item from the vendor click the Cost field and type an amount into the field Type an alphanumeric string up to 100 characters long into the Note field This string is related to the vendor s SKU that you are defining To define the number of the item in each shipping case click the Pack Factor field and type a number into the field that represent the number of the items in each shipping case If you complete this field this number is used as the package size in purchase orders and receiving transactions Tip To find a PLU click in the PLU X Ref field and press the F12 key The PLU Search window appears Ordering receiving and transferring inventory Ordering receiving and transferring inventory You can order receive and transfer inventory items using the Store Manager If an item is inventory controlled its on hand amount is updated when you complete a receiving transaction or transfer into your store You can create purchase orders receiving transactions and transfers yourself You can open the documents in the appropriate window modify the information in them and issue or complete them Ordering inventory You can create and issue manual purchase orders using PLUs or vendor
143. eral tax details Setting tax print Opuons esre Aids ada EEEa E Ee A ETAS Seting up Step TAXES cise nn r E E EOR Deleting faxes ehnan aR EAE E A O Defining user flags and Options aesir NEA ANE E a Defining anser as areta a a E E A E A Adding and changing user flag Options ss ssssssssssesssssssssrsessssresssrresssrreesssees Deleting user flag Options enei a EEA Defining tare weights vice stidiercnieiinecisacideatnnseracemteeatanicaeets Adding tate weights ieas 2a dss sdeidescsaeseesansyacantseiesasistcncsescesatstvceuivesveiistseons Deleting tare Welg hts sais aa oa A ANOS Working with Price Look Ups About price look ups ietatecesintattsivosteaiensdten E E E TEER 33 Listing PLUS pisaroita T3 rdan nis 33 Adding and changing PLUS wisest desavasssiionsssdterseeis is 34 Defining general PLU information sssssssssssssssssssssesssserssssreesnsstessnresssrreessee 34 About the PLU update and change check boges wees 36 Defining user flags taxes and iteMIZers ss sssesssssssssssesssssrsessssesssrressrresessee 36 Defining vendor and SKU information ssss ssssssssssssssssessssresssssesssreessssreessee 37 Defining label printing Optone a 37 Defining inventory control Options wc eeessesssseeessesessesseneeee 38 Recording extended PLU information sssssssssssssssssssserssssreesssstessrresssreeessee 39 Deleting PLU sivas e AA E NREN N N sees 39 De tinitio PLU cross referees anaran E a i nE iei 39 Adding and modifying cross referenc
144. erminal including completed loans and completed pickups Your head office uses the Configurator to define the tenders that are eligible to be balanced and if balance transactions are processed by the cashier or by the register Store Manager calculates the system amount of a tender You enter the actual amount Store Manager compares the two figures and determines if the cashier or register are balanced You can define a maximum amount that the system and actual amounts can differ by in the POS Balance Threshold field on the General Parameters Setup window 131 Cash Management You can print a Balance report that provides details about the balance transactions you perform in your store For information about the Balance report see Balance report on page 166 Entering a new balance A new balance has a pending status until you complete it You can modify the amounts in a pending balance transaction For information about pickups see Performing a pickup on page 128 For information about loans see Performing a loan float on page 124 Before you complete the following steps you must define the selections in the Reason Code drop down list if the Reason parameter is set to mandatory To enter a new balance 1 ON OB pa e On the Main Menu click Cash Management Click the appropriate safe Click POS Balance Click New Complete the fields in the window as appropriate Click Save
145. es Deleting crossirefer ences rioa E A a Generating export MES yai e ENE AE Creating update export files aa Ma kitig elo bal PLU changes inanei aa a aegis Working with Pricing Defining packages of linked items sss ssssssssssesssssesssseesssresssreeessrsessssresnreessrreesssees 45 Adding and changing linked items sssssssssssssssessssessssrsesssssesssrresssreessrressssees 45 Deleting linked items and packages sssssssssssssssssssssessserssssreessseessnresssreeessre 46 Working with pricing seh m Sssnininene niiina inia 47 Adding and modifying pricing schemes ussite 47 Deletitio pricing schemes 2s 2 scsi ceciiecaaiaeiteetiesi sane ancanttaieete 47 Working with mix match pricing ss sssesssssessssssessssesssreesssreesssstesnneronnreennreennseenns 48 About mix match pricing schemes ssssssssssessssessssrssssrssssssressssressrresssrreesssens 48 Viewing mix match pricing schemes Working with promotional pricing ss sssssssssssesssssssssreesssstessstesssntennsneensnsesnneeenns Searching promotions by PLU sssssacienssniiiiisrisies ii Adding and modifying promotions Deleting a promoton srar ne a EE R Rn Defining exceptions to a promotion Working with price batches Applying a batch wee Creating and editing batches sai Auditing product price Changes wicca Chapter 6 Chapter 7 Viewing future prices arona ate ils te a aes 56 Inventory Management Maintaining vendor records searen
146. es if more than one classification appears an item is considered for mix match pricing when all specified classifications are matched The Department field identifies the department in the mix match scheme The Dept Group field further identifies the department by group in the mix match The Category field identifies the category to which the merchandise belongs in the mix match The Alt 1 9 Buy Quantity fields indicate the quantity of the item that must be purchased to qualify for the special price The price for the quantity of the item appears in the Sell Price Off ot Off fields For example in a mix match pricing scheme that sells three candy bars for 1 00 you would see 1 in the Alt 1 buy quantity field price 34 1 in the Alt 2 buy quantity field price 33 1 in the Alt 3 buy quantity field price 33 Total 3 1 00t If the mix match pricing scheme requires the customer to purchase several different items quantities must be entered for each Working with promotional pricing 28 29 30 31 32 33 34 For example if you want to set up a mix match pricing scheme for selling one soda and two candy bars for 2 00 you would see 1 in the Alt 1 buy quantity field price 75 2 in the Alt 2 buy quantity field price 1 25 The Alt 1 9 OP fields indicate how the price of the items purchased must compare to the price in the Match Price value The Alt 1 9 Match Price fields displays the regu
147. es is different from the expected amount If you click Receive Reason Required in the Inventory Parameters Maintenance window you must complete this field whenever the values in the Exp Qty and Act Qty fields do not match You can define the selection of reasons that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a reason from the list The B O field indicates whether the item is back ordered Store Manager automatically completes this check box but you can change the entry Click the check box to change the entry in the check box When the check box is checked y the item is back ordered The Received T D field indicates the total quantity of the item received No action required Store Manager automatically completes this field The Pkg Qty field defines the number of the item that is shipped in each case For example if the number 4 is in this field the item is shipped in cases of 4 No action required Store Manager automatically completes this field with either the number in the Pack Factor field in the Vendor s SKU Maintenance window If you don t enter a number into the Pack Factor field the Store Manager enters the number 1 into this field 75 Inventory Management 76 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 The Retail Price field defines the retail price for the item You define the retail price in
148. eset Criteria 5 Click Generate Report The report appears 174 Working with inventory control reports Inventory Adjustment report The Inventory Adjustment report provides information about the adjustments you make to on hand quantities of items and buckets including the amount of the adjustment and the reason for the adjustment To generate the Inventory Adjustment report 1 On the Report menu click Inventory Adjustment The Inventory Adjustment Report Criteria window appeats 2 To define a range of dates for the report period click the button beside the Period fields to open the pop up calendar Click a date in the calendar and click OK Alternatively type a date into each field 3 Do one or more of the following to include in the report To define a range of items click the PLU fields and type a PLU number into the fields To select the category to which the items belong click the Category drop down list and select a category from the list To select the department group to which the items belong click Group and select a department group from the list To select the department to which the items belong click Department and select a department from the list The Userflag 1 6 fields define the user flag option that is assigned to the items you want included in the report Click a list and select a user flag option To specify the supplier of the items click Vendor and select a supplier from the list T
149. eted and voided deposits appear in the window 5 Click the one you want to review and then click Open The Maintenance window appears containing the withdrawal deposit information Safe transfers and balances Cash management transactions such as safe deposits and withdrawals to and from one safe can be performed while at the same time performing other types of cash management transactions on another safe Note You must have an authority level of 5 to perform any operations on multiple safes Depending on the safe configuration cash management security setup and your authority level you can access the Safe Management menu directly from the Main menu or if you are authorized to interact with multiple safes you must first select the safe from the Safe menu Transferring tenders between safes The safe transfer transaction enables you to transfer tenders between safes If there is more than one potential destination safe you can select it from the safe choice list A transaction involving a particular safe as the source or destination is displayed on the Safe Transfer Selection and Safe Transactions windows 142 Safe transfers and balances To transfer tenders between safes Os A AE 10 11 12 Click Cash Management Click the Safe that you have determined to be the source safe The destination safe is always the default when only two safes exist On the Safe Management menu click Safe Transfer
150. eters 107 sticker and label parameters 181 confirming clock in out times 112 contents of safe viewing 147 converting purchase orders into receiving orders 73 count sheets generating 90 printing 90 creating inventory count PLU list 92 inventory transfer 82 PLU list 92 purchase order 63 purchase order from a suggested order 66 receiving by case transaction 77 receiving transaction 73 suggested order purchase order 66 Current Inventory report 174 customer display 15 select message 15 Customer Display Maintenance window 15 customer information database 116 prompts for cashier 113 customer receipt messages customizing 16 customer records creating 113 database 116 deleting 116 Customer Selection window 17 113 114 115 116 customizing 198 customer receipt messages 16 D data calculation formulas Sales report 159 data calculations Sales Analysis report 160 Sales report 159 database customer information 116 defining report macros 156 deleting employee record 105 label and sticker format 183 price sticker queue 185 report macro 157 vendor 59 Depattment report 162 departments Depattment report 162 deposits Configurator verification 140 from safe modifying withdrawal 141 into bank from safe 140 completing withdrawal 141 viewing details of withdrawal 142 voiding withdrawal 142 into safe 136 completing 136 entering 136 modifying 136 new 136 pending transaction 136 tenders 136 viewing detail
151. eters Maintenance window Type a number up to 17 characters long into the field 74 Ordering receiving and transferring inventory 16 17 18 19 20 21 22 23 24 25 26 2T 28 29 The Number of Cases field defines the number of cases of items shipped to your store Type a number into the field The Total Inv Cost field defines the total cost to the store of the items shipped to your store Type a currency amount into the field The Note field defines any notes regarding the receiving transaction Type an alphanumeric string up to 40 characters long into the field The Hash Qty field defines the total number of items that the store expects to receive The actual quantity received must match the number you enter into this field if you click Receive Quantity Match Hash Quantity in the Inventory Parameters Maintenance window Type a number into the field The Origin field indicates the origin of the receiving transfer purchase order electronic document manual Acton No action required Store Manager automatically completes this field The PLU XREF field defines the unique number that identifies the item you are receiving Type a number into the field If you click By PLU Xtef in the Select Display Type dialog box you must enter the item s PLU or cross reference number If you want to use cross reference numbers only you must click Xreference Only in the Inventory Parameters Mainte
152. eting customer records nisust Ee Working with information for other stores wees Adding and changing store records s ssssssssssssssssesssressssresssrresssreeessseesssees Viewing store information spiked inion dese neceaten digesters Deleting store rec Ords si t pteviesedasieavtestedieecdedasuciedchs dhs delesacdetiebadatnbadeas see Working with journal files sanario ainda A attenuata Setting up the electronic journal wc Selecting a journal rera R A A anin drach Updating the Electronic Journal Viewer wc Opening a jouriial file iciseia dscns dished EA Searching for transactions in a journal Cash Management Safe and non Sate opos aeni iaaa aaa aE aE R ESEA TEE Performing a loam tOat ans a A A A R NE Bintering anew loam enie E E A RA Completing 4 loan sarn e aA EE RENA dann arinan cate Modifying a OAT a A E A N Voiding a lOa anasa ee A E E EAN Viewing alod sdetails Mehaine a E E Performinig a pie kUpairnri eons n orae a A EEEREN AR EOIN Binitering Anew pickup iaeiei nare aE rE D ER E aa a ai e Completing a pickip ata r E E RANEE Modifyine a pickup fait s idd Arties vitor attioasensteiseatisestrs a a 100 100 102 112 113 115 115 119 Chapter 9 Voiding a pickup sii carci ikan tance eeaean nea ae Viewing a pickup s details Balancing a cash drawer ceceeee Entering anew balanc saaarin EAA RE Conipleting a balances minnan a E AR O S Moditying a bal nce nak Vo
153. ew the details of a balance 1 On the Main Menu click Cash Management 2 Click the safe that has the balance details that you want to view 3 Click Safe Balance 4 Click Display All The pending completed deleted and voided balances appear in the window 5 Click the balance you want to review and then click Open The Safe Balance Maintenance displays containing the balance information To complete the Safe Balance Maintenance window 1 The Txn Num field defines a unique number that identifies the safe balance transaction This number is a counter that reflects the number of tender management transactions for example pickups and balances that have been performed This is not the transaction number that is recorded on the TLog The number in the T Log Num field in this window is recorded as the transaction number in the TLog No action is requited Store Manager automatically completes this field with the next available number when you save the transaction 2 The T Log Num field defines the unique number that identifies the safe balance transaction in the TLog No action is requited Store Manager automatically completes this field when you complete the balance 3 The Txn Status field indicates the safe balance transaction s status pending completed or voided No action is required Store Manager automatically completes this field 4 The Operator field displays the employee number of the person that processes t
154. ewing reports nanen Exporting reports and e mailing reports ss ssssssssssessssrssssrsesssseessrsesssseesss 153 Exporting reports toa Hle ieren ieni a a iE 153 E mailing reports mennaan ia r A E A E 154 Working with designed Tepora ennn aaen 155 Designing report templates consonne n a ERARA RA 155 Deleting reportitemiplates iaaiaee nE EE E 155 Working with report Mact0s nane a E A ROEE NE 156 Defining report MactOS aieiaa a e 156 R nno tepOrt Macros iia ucde descr eaihnaascatsnnnead orien 157 Deleting report Macros icc sete os aaia ar aa eee vast Working with standard reports Item Movement report e sssssssesssssssssessssrseseesssees Sales report and Sales Analysis report Non merchandise report Tender report sanrororponnies Department report Chapter 10 Chapter 11 Loss Prevention report Salesperson report Hourly Sales report Balance Teport sic senda Riss Weis BRA eves OE a a tide Sees Authorization report esor irene a E E a PLU Breakdown report Pending Transactions TEPOttS ienn aN AANA E 169 Sales Tam pO Eaa a r E EA EAE R ENA O A 171 Promotion Performance report cece 172 Clock Tn Clock Outre port sirenai a e a 173 Working with inventory control reports ssessssssssssssessssseessrresssrressneresssseesssees 174 Current Inventory repotted E nR rR EA EAS Inventory Adjustment report Inactive PLU report oc Gross Profit report Performance report In Stock Research repott Period
155. f you leave this field blank then all will be selected by default Click the appropriate fields to select a date range either the Sell Date between or Last Payment between for the report Under Transaction Status choose one of the following e To include all transactions statuses click All e To include specific transaction statuses click Selected and then click one or more statuses To select the pending transaction types by activity click Transaction Activity and select an option from the list Under Next Payment Expected Payment do the following e To search for active transactions with payments or pickups that are overdue by a specified number of days or that are due before a specified date click Payment or Pickup e Click Overdue by and type the number of days that the next payment or expected pickup is overdue by After generating the report the number of delinquent days and the level of delinquency is displayed in the Overdue by days column e To include pending transactions with a next payment or expected pickup date prior to a specified date click Due before and type the date in the adjacent field Under Customers choose one of the following e For all customers click All e For a specific customer Click Reference and type the customet s reference number in the adjacent field or e Click the Phone and type the customer s area code and telephone number or e Click Name and type the customet s na
156. fferent prices for items based on the level number associated with employees and customers You can define multiple pricing schemes for a PLU For example you can create a level 1 pricing scheme for PLU 456987268 at 4 55 Preferred customers pay the level 1 price You can also create a level 2 pricing scheme for the same PLU at 3 99 Gold customers pay the level 2 price Before you can define quantity and level pricing schemes for a PLU the PLU must be defined to use these features For more information see Defining general PLU information Once you set up level pricing schemes you can associate them with specific employees and customers For information about assigning price levels to employees and customers see Adding and changing employee records and Recording customer demographic information Head office can define a price for an item that would be effective for a defined period at some point in the future This information is updated through a file upload at the end of day If a future price has been set up for an item you can view the future price in the Quantity Level Pricing window Adding and modifying pricing schemes To add or modify a quantity level pricing scheme 1 On the Main Menu click PLU Management 2 Click Qty Level Pricing The Quantity Level Pricing Selection Window appears 3 Do one of the following e To add a new pricing scheme click New e To modify an existing pricing scheme click Displ
157. filled in by the Store Manager with the operator number of the person that double checked the tender types and amounts To complete a safe withdrawal 1 Click Complete The tender amounts disappear from view to ensure a blind verification by the second user On the Tender Verification Required window a second user must type their User ID and Password in the corresponding fields The second user must then click each tender type and type the same amount in the same order to verify the initial withdrawal After the second user clicks Done verification is complete and the transaction is completed automatically Note Tender verification is the only activity that the second user can perform during their subsession No other Store Manager functions can be accessed via the verification process Tip The Amount fields on the left side of the Maintenance window only display the amounts you enter for withdrawal deposit You cannot edit these fields directly To enter an amount click the tender s row on the left side of the window and enter the amount into the fields on the right side of the window Modifying a safe withdrawal bank deposit You can only modify a pending withdrawal deposit Once you have entered the final information for a withdrawal deposit you can complete it You cannot modify a completed withdrawal deposit If you need to make a change to a completed withdrawal deposit you must void it and create
158. g Permanent or Temporary e Commission If the employee receives commission type a percentage amount e Employee Disc If the employee receives a percentage discount amount that is different than the default amount for an employee sale type the percentage discount amount e Price Level Type the PLU price level that the employee qualifies for in an employee sale e Force Preset Empl Discount Do one of the following e To fix the employee discount and not allow anyone to override it click Force Preset Empl Discount e To allow designated personnel to override the employee discount on an employee leave Force Preset Empl Discount blank e Language In the drop down list choose a language in which to display interface text to the employee The choices presented are based on installed additional languages This language is available to the employee when they sign on to the Store Manager application e Alternate Language When this option is activated the employee will be able to pick an alternate language than the one that has been set for them The options available are based on installed additional languages Note Customer receipts customer display journal signature capture display TLOG data and database data are always displayed in the language of the store as well as any input the cashier makes at the POS If the employee is a cashier in the Cashier Number field type an unique number that the employee uses t
159. g proceed to step 6 5 Do one of the following e If this is the first option for the flag in the Code ID field type 1 e Ifyou are adding additional options for the flag in the Code ID field type the next available number in the Code ID sequence For example if three codes have been defined type 4 Defining tare weights 6 Inthe Code Name field type up to ten characters to define the name of the option This name will appear in drop down lists when you apply the options in the PLU Maintenance window and the Promotions Maintenance window 7 Inthe Description field type up to 20 characters to describe the option This description will appear in drop down lists when you apply the options in the PLU Maintenance window and the Promotions Maintenance window 8 Click Save Deleting user flag options Use this procedure to delete a user flag option that has not been assigned to a PLU or promotion To delete a user flag option 1 Onthe Main Menu click File Maintenance 2 Click User Flags 3 In the User Flag No field select the user flag with the option you want to delete 4 In the Code ID field click the option that you want to delete and then click Delete A message appears prompting you to confirm the deletion 5 Click OK Defining tare weights A tare weight is the weight of an item s packaging that must be deducted from the total weight of the item before the retail price is calculated For example the pr
160. g a loan on page 126 To void a loan 1 On the Main Menu click Cash Management 2 Click the safe with the loan 3 Click POS Loan The pending completed deleted and voided loans appear in the window 4 Click the loan that you want to void and then click Open The POS Loan Safe Maintenance window displays the loan information 5 Click Void The loan s status is void 6 Click Exit Viewing a loan s details You can review the information you entered into a loan transaction regardless of its current status Voided loans remain visible in the POS Loan from Safe Selection window To view the details of a loan 1 On the Main Menu click Cash Management 2 Click the safe with the loan 3 Click POS Loan The pending completed deleted and voided loans appear in the window 4 Click the loan you want to review and then click Open The POS Loan Safe Maintenance window displays the loan information 127 Cash Management Performing a pickup A pickup is the removal of tender from a cashier s drawer during the day Usually a pickup is performed for security reasons so that a cash drawer does not contain large amounts of currency Your head office uses the Configurator to define the tenders that are eligible to be picked up to define if pickup transactions are processed by the cashier or by the register and to set a threshold amount beyond which transactions cannot be processed until a pickup is performed
161. g to the defined target group do not receive the defined promotional price When you are finished viewing the mix match pricing scheme click Exit Working with promotional pricing Promotions contain special prices that are in effect for a predetermined period of time Searching promotions by PLU Use this procedure to search for promotions in which a specific PLU is included To search for promotions by PLU 1 2 3 4 5 On the Main Menu click PLU Management Click Promotions and then click Promotion Maintenance Click PLU Promotion Lookup In the PLU field type or use F12 to select a PLU Do one of the following e To search for promotions with effective dates within a specific date range click Promotions Effective Between and type or select the first and last effective dates e To search for all promotions for this item click All Promotions 51 Working with Pricing Click Search The PLU Promotion Lookup Window appears listing the promotions if any that the criteria you specified Do one of the following e To view or work with the details of a promotion select the promotion and then click Open e To return to the PLU Promotion Lookup Criteria window click Exit Adding and modifying promotions 52 To add or modify a promotion 1 2 3 10 On the Main Menu click PLU Management Click Promotions and then click Promotion Maintenance Do one of the following e To add a new promo
162. ge 142 e Balancing the safe on page 144 e Viewing the contents of the safe on page 147 e Viewing detailed safe transactions on page 148 Safe and non safe options There are two tender management configurations safe and non safe Your head office uses the Configurator to determine whether your Store Manager includes the safes during tender management Using the safe option during tender management allows you to balance the safes perform a bank deposit to the safes and view the contents of the safes in addition to standard tender management functions All of the tender management functions you perform affect the amount of the tenders in the safes For example if you perform a pickup of 500 00 from a cashier s drawer the 500 00 is added to the amount in the safe When you perform a deposit to the bank the 500 00 is removed from the amount in the safe Tip Remember that the store must be open to handle transactions otherwise the view only mode is enforced 123 Cash Management Performing a loan float A loan is the amount of a tender that is removed from the store s safe and placed in a cash drawer during the day or shift so that the cashier can make change A loan is often referred to as a float Your head office uses the Configurator to define the tenders that are eligible to be loaned and which accounts are affected For example if loan transactions are performed on behalf of the cashier or t
163. ge Qty This field indicates how many of the item are in a package You can define the package size in the Package Qty field in the PLU Page 1 tab of the PLU Maintenance window Cost This field contains the item s cost You can define the item s cost in the Default Cost field in the PLU Page 1 tab of the PLU Maintenance window Viewing inventory information e User Flags 1 6 These fields indicate the user flags to which the item belongs You can assign the item to user flags using the User Flags 1 6 drop down lists in the PLU Page 2 tab of the PLU Maintenance window e Vendor This field contains the ID number of the item s vendor The adjacent field contains the name of the item s vendor You can define the product s vendor using the Vendor ID field in the Vendor SKU tab of the PLU Maintenance window You can define the product s vendor using the Vendor ID field in the Vendor SKU tab of the PLU Maintenance window e Include in Suggested Orders This field indicates whether the on hand quantities of this item ate selected when the Store Manager generates a suggested order You can define whether the Store Manager includes the item in suggested orders clicking Include in Suggested Orders in the Inventory Control tab of the PLU Maintenance window e Min Stock Qty This field contains the minimum on hand quantity of the item The minimum stock amount is used to generate a suggested order You can define the minimum
164. ge to a completed balance you must void it and create a new one For information about voiding a balance see Voiding a balance on page 133 To modify a pending balance 1 2 3 4 pi On the Main Menu click Cash Management Click the appropriate safe Click POS Balance The pending completed deleted and voided balances appear in the window Click the balance you want to modify and then click Open The POS Balance Maintenance window displays the balance information Change the fields in the window as appropriate Click Save and then click Exit Voiding a balance You can only void a completed balance and it must be performed on the same Business Date Voided balances are visible in the POS Balance Selection window but they cannot be modified For information about completing a balance see Completing a balance on page 132 To void a balance 1 m 2 3 4 On the Main Menu click Cash Management O ick the appropriate safe O lick POS Balance The pending completed deleted and voided balances appear in the window O lick the balance you want to void and then click Open The POS Balance Maintenance window displays the balance information Click Void The balance s status changes to voided Click Exit Tip If you clicked EOD Pickup on the POS Balance Maintenance window when you completed the balance a Pickup transaction was automatically created and completed
165. h pricing schemes A mix match pricing scheme defines different prices when certain combinations of items are sold Your head office uses the Configurator to create mix match pricing schemes You can review the information in the schemes and apply them to PLUs You cannot edit the fields on the Mix Match window Examples of common mix match pricing schemes are described below using the following PLUs PLU Description Price Options Pkg Orange Golf Balls 10 00 Discountable Enabled Pkg Green Golf Balls 10 00 Discountable Enabled Pkg While Golf Balls 10 00 Discountable Enabled Pkg Red Golf Tees 15 00 Discountable Enabled Pkg White Golf Tees 15 00 Discountable Enabled Pkg Blue Golf Tees 15 00 Discountable Enabled Black Golf Hat 20 00 Discountable Enabled Brown Golf Hat 20 00 Discountable Enabled White Golf Hat 20 00 Discountable Enabled Buy any 2 items of the same price and get the third same priced item for free In this scenario if you buy 2 packages of golf balls the third package is free On the Mix Match Maintenance Window the Calculation at Total Time and Complete MM check boxes are checked The Match Price and Sell Price fields for the first two packages equals 10 00 For the third package of golf balls the Match Price equals 10 00 and the Off field equals 100 Buy 2 of the same item and get the third of the same item for free In this scenario if you buy 2 packages of golf balls of the same color you get the
166. hange and in the Translated Text field type the text you as want it to appeat Note To return the text to the original text provided with Store Manager delete the text in the Translated Text field Do one or more of the following e To make additional changes to text that is listed repeat the previous step e Ifyou previously selected Windows or Menu Windows as the Category and then selected an object click Translate Ancestor Object to list additional text related to the object e To save your changes click Save Click Exit when you have completed all changes Customizing customer display messages You can customize the messages that are shown on the customer display at the POS terminal You can choose the type of message that is displayed and you can define the text that appears In the following steps you must enter information and make selections in the Customer Display Maintenance window To change the customer display 1 2 3 On the Main Menu click Parameters Setup Click Customer Display To determine whether the type of message shown on the POS terminal is fixed or scrolling select an option from the Message Type drop down list If you selected Fixed from the Type drop down list type an alphanumeric string up to 20 characters long in the Fixed Message field If you selected Scroll from the Type drop down list type an alphanumeric string up to 50 characters long in each Scroll Message field
167. he register When you complete a loan transaction the loaned amount is automatically added to the cashier or register system amount and is removed from the safe s contents Entering a new loan 124 A new loan has a pending status until you complete it You can modify the amounts in a pending loan transaction Pending loan amounts are not applied to the cashier s or register s system tender totals during balancing and are not subtracted from the safe s contents For information about completing a loan see Completing a loan on page 126 Before you complete the following steps you must define the selections in the Reason Code drop down list if the Reason parameter is set to mandatory in the General Parameters To enter a new loan 1 On the Main Menu click Cash Management 2 Click the safe in which the loan is to come from Note If there is only one safe the single safe menu appears immediately There are no safes to choose Click POS Loan 4 Click New To complete the POS Loan Safe Maintenance window 1 The Txn Num field defines a unique number that identifies the loan transaction This number is a counter that reflects the number of tender management transactions for example pickups and balances that have been performed This is not the transaction number that is recorded on the TLog The number in the T Log Num field in this window is recorded as the transaction number in the TLog No action
168. he Inventory Information window This section covers the following topics Maintaining vendor records on page 58 Configuring inventory parameters on page 59 Linking a vendor s SKU to a PLU on page 61 Ordering receiving and transferring inventory on page 63 Viewing inventory information on page 86 Performing a physical inventory count on page 90 Adjusting on hand inventory quantities on page 92 57 Inventory Management Maintaining vendor records Vendors are the suppliers of the products you sell in your store You can add or change vendor records in the Store Manager When you create a vendot s record the vendor displays as a selections in drop down lists wherever you are required to select a vendor such as in the General Parameters Maintenance window or the Promotions Maintenance window Note Before you can add vendor records you must define the selections for the Vendor Type and State Prov drop down lists For more information see Maintaining drop down lists on page 16 To add or change a vendor record 1 On the Main Menu click File Maintenance 2 Click Vendors The current list of defined vendors appears 3 Do one of the following e To create a new vendor click New e To change an existing vendor select the vendor and then click Open The Vendor window appears 4 Complete the general information identifying the vendor as follows e Vendor ID T
169. he computer it is running on The Business Date field contains the current business date Note that this date can be different than the system date Select the reason that you are performing the pickup from safe transaction from the Reason drop down list You define the selection of reasons that appear in this drop down list on the Code Table Maintenance window You can define any notes that you want to record about the pickup transaction Type an alphanumeric string up to 40 characters in length in the Notes field The Tender field contains the tenders that you can include in the pickup A tender is actually included in the loan if you enter a value in the corresponding Amount field on this window Your head office uses the Configurator to define the tenders that are available for pickup This field contains a list of the tenders that are eligible No action is required Store Manager automatically completes this field with the tenders that are eligible for pickup To enter a pickup amount for a tender click the tender and complete the fields on the right side of this window The Amount field indicates the amounts of the tenders included in the pickup To enter a pickup amount for a tender click the tender in the Tender field and complete the fields in the right side of this window No action is required Store Manager automatically completes this field with the total of the amounts you enter in the fields on the right side of the window
170. he safe balance transaction No action is required Store Manager automatically completes this field with the employee number of the person who logged into the Store Manager 5 The Txn Date field contains the date on which the safe balance transaction is created No action is required Store Manager automatically completes this field with the system date of the computer it is running on 6 The Business Date field contains the current business date Note that this date can be different than the system date 7 Select the reason that you are performing the safe balance transaction from the Reason drop down list You define the selection of reasons that appear in this drop down list on the Code Table Maintenance window 8 You can define any notes that you want to record about the transaction Type an alphanumeric string up to 40 characters in length in the Notes field 9 The Tender field contains the tenders that you can include in the safe balance A tender is actually included in the balance if you enter a value in the corresponding Amount field on this window Your head office uses the Configurator to define the tenders that are available for safe balance This field contains a list of the tenders that are eligible No action is required Store Manager automatically completes this field with the tenders that are eligible for deposit To enter a safe balance amount for a tender click the tender and complete the fields on the right side of
171. hen you close a POS terminal its information is transferred to the server When you open a POS terminal information is automatically transferred from the server to the POS terminal Opening and closing POS terminals 100 Opening POS terminals The POS terminal status must be closed before you begin the Open Terminal function To open a POS terminal 1 On the Main Menu click Administration 2 Click Store Administration 3 To select terminal s you want to open do one of the following e click Sel beside each terminal you want to open e click Select All 4 Click Open Terminal s 5 When the Open Terminal process is complete click Exit Closing POS terminals To close a POS terminal 1 On the Main Menu click Administration 2 Click Store Administration 3 To select terminal s you want to close do one of the following e click Sel beside each terminal you want to open e click Select All 4 Click Close Terminal s 5 When the Close Terminal process is complete click Exit Managing POS terminals Monitoring POS terminals The information about the POS terminal you are monitoring appears in the XPS Server Message box in the Terminal Administration window To monitor a POS terminal 1 2 3 On the Main Menu click Administration Click Store Administration The Store Administration window appeats To select terminal s you want to monitor do one of the following e click Sel beside the term
172. hich the items belong click Group and select a department group from the list To select the department to which the items belong click Department and select a department from the list The Userflag 1 6 fields define the user flag option that is assigned to the items you want included in the report Click a list and select a user flag option To specify the supplier of the items click Vendor and select a supplier from the list 5 To clear the information and make new selections click Reset Criteria 6 Click Generate Report The report appears Working with inventory control reports Gross Profit report The Gross Profit report provides information about the number of items sold quantity on hand retail price cost and profit To generate the Gross Profit report 1 2 On the Report menu click Gross Profit The Gross Profit Report Criteria window appears To select a range of dates for the report period click the Period fields and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK Note Note that the default date range in the Period fields is based on the previous inventory control period To select a range of items to be included in the report click the PLU fields and type a range of PLU numbers in the fields Choose one or more of the following to include on the report e To define the category that contains the items click C
173. ice of the container is deducted from the weight of a salad sold by the gram before the price is calculated You assign tare weights to individual PLUs on the PLU window or to departments on the Department window The unit of measurement that is used at the POS terminal to interpret the weight is defined in the setup of your scale hardware For example assume you define a tare weight to be 5 and you assign it to PLU 457975276 salad If your scale uses grams as its unit of measurement then 5 grams are deducted from the weight of PLU 457975276 Note Your head office can also create tare weights and send the files to your store As a result you can create new tare weights change or delete them and you can also change and delete the ones sent from your head office Adding tare weights To add a tare weight 1 On the Main Menu click File Maintenance 2 Click Tare Weight The current list of defined tare weights appears 3 Do one of the following e To add a new tare weight click New e To change an existing tare weight select the tare ware and then click Open The Tare Weight window appears 31 Working with the Product Hierarchy 4 Inthe Tare ID field type a number that identifies the tare weight in Store Manager 5 Inthe Description field type up to 20 characters to describe the tare weight 6 Inthe Weight field type the weight of the packaging based on the unit of measurement used by your scale 7 Clic
174. iding a balance sainn n EA AEE ARESE Viewing a palance sdetails iiine a e E S Depositing tenders into the safe sssssssssssssssssssssesssrsesssreessrsenssseesnnressnrrennrreessne Entering a new deposit into the safe wien Completing a deposit into the safe wuss Modifying a deposit into the safe woes Voiding a deposit into the safe icici Viewing details of a deposit into the safe Processing a safe withdrawal bank deposit 0 0 Entering a new safe withdrawal bank deposit Modifying a safe withdrawal bank deposit Voiding a safe withdrawal bank deposit occ Viewing details of a safe withdrawal bank deposit Safe transfers and balances occ Transferring tenders between safes ccc 142 Balancing the sate yenan a E seen Main ale he 144 Entering a new sate balance sienien ne E KRENARE 144 Completing a safe balance vienen e NS 144 Modifying a safe balance wicca 145 Voidingasafe balante messinscena an ae 145 Viewing the details of a safe balance ssssssssssssssssssssssssssesssrresssreesssseesseees 146 Viewing the contents of the safe wuss 147 Viewing detailed safe transactions sssssssssssssssesssrtesssrtesssrtessrressnrressnreessrseessnees 148 Performing a query on safe transactions wc 148 Working with Reports About Store Manager reports wise vsiscie ciscsessinecseniessietisdsdicieeschstdesdesdenadasisradeansns 151 Generating reports ccc Working with generated reports Printing reports Previ
175. ied to the safe contents For information about completing a deposit see Completing a deposit into the safe on page 136 Before you complete the following steps you must define the selections in the Reason Code drop down list To enter a new deposit into the safe 1 On the Main Menu click Cash Management Click the Safe that is to receive the deposit Click Safe Deposit Click New Complete the fields in the window as appropriate Click Save and then click Exit ON Oe ee o Tip The Amount fields on the left side of the Safe Deposit Maintenance window only display the amounts you enter for deposit You cannot edit these fields directly To enter an amount click the tender s row on the left side of the window and enter the amount in the fields on the right side of the window Completing a deposit into the safe A deposit has a pending status until you complete it Completed deposit amounts are added to the safe s contents You cannot modify a completed deposit but you can void it Note that it must be voided on the same business day If you find an error in a completed deposit you must void it and create a new one For information about voiding a deposit see Voiding a deposit into the safe on page 137 To complete a deposit into the safe 1 On the Main Menu click Cash Management 2 Click the appropriate Safe 3 Click Safe Deposit The pending completed deleted and voided deposits appear in
176. ield select an option to specify whether or not the pricing method you selected will be printed on sales receipts In the Pricing Target Type field select the type of customers that are eligible for this promotional pricing Click Save Do one of the following e To add additional promotional details click Add and then return to step 6 e To change promotional details use the Next and Previous buttons until the details appear and then return to step 7 e To remove promotional details use the Next and Previous buttons until the details appear and then click Remove e To return to the Promotions Selection Window click Exit Deleting a promotion Note You should not delete a promotion during its effective period unless you want to stop applying the promotional pricing To delete a promotion 1 2 3 4 On the Main Menu click PLU Management Click Promotion Click Display All The existing promotions appear in the window Click the promotion you want to delete and then click Delete A message appeats prompting you to confirm the deletion Click OK 53 Working with Pricing Defining exceptions to a promotion Working 54 Use this procedure to exclude specific items from a promotion For example if you want to put all the items in the women s accessories department on sale with a 5 discount but exclude leather gloves by ABC Inc you can define a promotion for the accessories department and
177. iers handle quantities of the items in the department use the following fields e Qty Mode Select an option to define whether or not cashiers are allowed to enter quantities for items and if so whether or not they are required to e Qty Desc Type up to 15 characters to describe the unit of measurement e g grams liters lbs that prints on a receipt when a cashier sells an item in this department e Allow Decimal Qty If cashiers are allowed to enter partial quantities e g half a pound select this check box 10 To define how cashiers handle discounts for items in the department complete the following fields e Allow Discount To enable cashiers to make discount transactions for items in this department select the check box e Auto Disc ID If an automatic discount is to be applied to items in this department type a discount identification number defined by your head office If an automatic discount is not to be applied type 0 e Allow Empl Disc To enable employee discounts on items in this department during an employee sale transaction click the check box e Empl Disc Type an amount as a percentage that represents the discount that is allowed on employee sale transactions 11 To define the types of transactions for which cashiers are allowed to use items in this department select the applicable check boxes from among the following e Allow Sale regular sale transactions e Allow Exchange exchange transactions
178. ile that the print program will print e Inthe Program Path field type the path and name of the executable file for the print application Note that the print application is not supplied by SAP e From the Label Type drop down list select the type of label that will be printed by this printer e From the Printer Output drop down list select the type of output for this printer 6 Do one of the following e To set up another printer for example if you have already set up a printer for shelf labels and you will also be printing price stickers click New and then repeat step 5 e When you have finished setting up all standard label printers click Save and then click Exit Defining standard label formats 182 Standard label formats specify the information that will be included when you print standard labels You can define several formats for both shelf labels and price stickers and then choose which format you want to use when you print stickers or labels To define a standard label format 1 On the Main Menu click Parameters Setup 2 On the Parameters Setup Menu click Label Parameters 3 On the Label Parameters Menu click Standard Labels Formats The Standard Labels Format Selection Window appears 4 Do one of the following e To create a new format click New e To change an existing format select the format and then click Open The Standard Labels Format window appears 5 Inthe Description field type up to 40 ch
179. imal places between each tow of labels 9 To specify the direction in which labels are printed on the sheet beside Top Down do one of the following e If labels are printed from the top to the bottom of the sheet check this check box e If labels are printed from left to right across the sheet leave this check box unchecked 10 In the Shape drop down list click a shape for the labels 11 Inthe Top Margin Bottom Margin Left Margin and Right Margin fields type the distance in inches between the edges of the sheet and the rows and columns of labels 12 If you selected Oval as the shape in step 10 in the Ellipse Height and Ellipse Width fields type the number of inches for the vertical radius and horizontal radius of the label Working with designed labels 13 Click Save and then click Exit Deleting designed label layouts To delete a designed label layout 1 2 3 4 On the Main Menu click Parameters Setup Click Label Parameters Click Designed Labels Layout Definition The Design Labels Selection Window appears Select the layout you want to delete and then click Delete You are prompted to confirm the deletion To proceed with the deletion click OK and then click Exit Creating and modifying designed labels Use this procedure to create or modify designed labels using a designed label layout To create or modify a designed label 1 2 10 On the Main Menu click Parameters Setup
180. inal you want to open e click Select All Click Monitor Terminal s A window appear with information about the terminal To view the latest POS terminal status click Refresh Status When the Open Store process is complete click Exit 101 Store Operations Employee management This section provides information about employee management functions available in the Store Manager including establishing authority levels for windows report design and export and cash management along with adding changing deleting employee records or changing their access level Defining user authority levels There are six levels of authority Level zero is the lowest level level five is the highest level Level six is used to lock access to the window or function regardless of the user s authority If an employee has an authority level lower than the level that you assign to a window or function the window s button or the function is not visible to them in the menu windows Defining window authority levels Use this procedure to assign authority levels to specific Store Manager windows so that only authorized employees can access them You can define authority levels for viewing the information and separate levels for updating the information in windows Note If the Backdoor Window Security Only parameter is turned on only the backdoor user has access to security maintenance and to view and update the information in the Worksheets Security
181. inations are defined for the tender the denomination 125 Cash Management 17 18 19 fields are not available Click the Denomination button in this window to enter amounts by denomination No action is required Store Manager automatically completes this field To change the loan s status to completed click Complete To change the loan s status to void click Void This button is only enabled if the loan s status is completed Note A loan can be voided on the same business day only Click Save and then click Exit Tip The Amount boxes on the left side of the window only display the amounts you enter for the loan You cannot edit these fields directly To enter an amount click the tender row on the left side of the window and enter the amount in the fields on the right side of the window Completing a loan 126 A loan has a pending status until you complete it Completed loan amounts are added to the cashiet s or register s system amounts and are subtracted from the safe s contents You cannot modify a completed loan but you can void it If you find an error in a completed loan you must void it and create a new one For information about voiding a loan see Voiding a loan on page 127 To complete a loan l 2 3 4 mi On the Main Menu click Cash Management Click the chosen safe Click POS Loan The pending completed deleted and voided loans appear in the wind
182. increments each time the Store Manager generates a PLU For example typing the 2 will specify that the Store Manager will generate PLUs comprised of a leading character merchant ID 2 character sequence number and a check digit In the Check Digit ID field type the number of the check digit obtained from your head office In the Quick PLU New Item Default field select a default option In the Default Vendor field select the vendor that will be entered in fields by default when no vendor has been selected To print price stickers automatically choose Auto Print Price Sticker Labels In the Individual Label Lookup field select the field by which individual labels will be looked up 10 To print shelf labels automatically choose Auto Print Shelf Labels To configure the Cash Safe Management parameters J 2 12 In the POS Balance Threshold field do one of the following e To require the cashiers and registers to balance exactly leave this field blank e To define the maximum amount by which that the cashier or register s actual tender amount can be above or below the system amount during balancing type a dollar amount including decimals If the difference is greater than the threshold the cashier or register is not balanced The balance transaction cannot be completed until the actual amount and the system amount are balanced to within the threshold Your head office uses the Configurator to define whether balanci
183. indow 1 Click History on the Inventory Information window 2 You can review the item s historical inventory information in this window but you cannot edit the information 3 The following list describes the headings in the Inventory History information window e Period This field contains the date at the start of the period and the end period You can define the type of time period the Store Manager uses to organize the historical information using the Period Type drop down list in the Inventory Parameter Maintenance Window e Quantity Sold This field contains the total quantity of the item that the store sold during the period Store Manager automatically maintains this value e Quantity Returned This field contains the total quantity of the item that customers returned to the store Store Manager automatically maintains this value e Quantity Adjusted This field contains the quantity of the item involved in manual on hand inventory adjustments you made during the period Store Manager automatically maintains this value e In Stock Quantity Closing This field contains the on hand quantity of the item at the period end date Click on the Closing button to display the closing quantity Store Manager automatically maintains this value e In Stock Quantity Minimum This field contains the lowest on hand quantity of the item during the period Click on the Minimum button to display the minimum quantity Store Manag
184. iness Date e Ifyou want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK To specify which salespersons appear on the report do one of the following e to see all salespersons click All Salespersons e to see specific salesperson click Selected Salesperson and then click to select a salesperson from the list Click Generate Report The report appears Working with standard reports Hourly Sales report The Hourly Sales report provide two levels of sales information e The Summary Hourly Sales report provides sales totals for hour or half hour increments e The Average Hourly Sales report provides average sales figures grouped in hour or half hour increments To generate the Hourly Sales report 1 2 On the Report menu click Hourly Sales The Hourly Sales Report Criteria window appears To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e If you want the report period to be for yesterday s date click Previous Business Date To specify a range of dates for the report period type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK To s
185. ing date on which an inventory upload file is created This file is activated at the end of the defined day at store closing Information in the upload file provides your head office with an up to the minute overview of the inventory levels in your store To be fully configured this feature requires the following additional configurations outside the Store Manager application e Configure the Upload Trigger file See the Download File Formats section of the Technical Reference Guide e Configure a generic inventory file See the TLog Data Capture Formats section of the Technical Reference Guide e Ensure that the Period Type option in Configurator is set to Daily Transactions gt Inventory gt General Parameters gt General tab Any other setting will not support the upload feature Upon configuration the inventory upload feature is launched in Store Manager Note It is not recommended that you run this function while the store is open as it may use considerable processing resources to produce the upload file To launch an upload of inventory information to the head office 1 On the Main Menu click Administration 2 Click Export File The Export File Menu window appears 3 Click Upload 4 Enter the information required to launch the upload process e From Date Enter the first date for the inventory report e To Date Enter the last date for the inventory report e Identifier Enter an identifier for
186. ing transaction is voided Transferring inventory 80 A transfer records the movement of items between stores or the store and warehouse You can create transfers to record the movement of inventory into or out of your store Inventory can be transferred using PLUs to identify items or items can be transferred by the case Your head office can also create transfers and send them to your store as electronic documents Transferring inventory using PLUs When you create a new transfer it has a status of pending The items you ship or receive are not added to your on hand inventory quantities until you complete the transfer For information about completing a transfer see Completing a transfer on page 84 ptetng pieung pag In the following steps you must enter information into the Store Transfer by PLU window For information about the fields in the window see Click New on page 81 To create a transfer 1 On the Main Menu click Inventory 2 Click Store Transfer The Store Transfer Menu appears 3 Click either Transfer By PLU or Transfer By Case The Store Transfer by PLU Selection Window or the Store Transfer By Case Window appears 4 Click either the Transfer Into Store or Transfer Out of Store tab Ordering receiving and transferring inventory 10 11 12 13 14 15 16 17 18 19 Click New The Txn Num field defines the unique number that identifies the inventory transact
187. inimum authority level required to delete a purchase order using the Delete Inventory Transaction Authority drop down list in the Inventory Parameters Maintenance window For information about defining inventory options see Configuring inventory parameters on page 59 Creating a purchase order automatically from a suggested order Store Manager can create a purchase order for you containing items whose current on hand amount is below the minimum acceptable on hand amount Store Manager only includes items in the suggested order that you have not already placed on another order After you create a purchase order from a suggested order you can modify and issue it For information about modifying a purchase order see Modifying a purchase order on page 66 For information about issuing a purchase order see Issuing a purchase order on page 68 To generate a suggested order and create a purchase order 1 On the Main Menu click Inventory Ordering receiving and transferring inventory order Click a radio button If you click Department you must select a department from the corresponding drop down list Click OK The dialog box closes The Suggested Order Statistics window appears Click OK A purchase order is generated Click Suggested Orders A dialog box appears asking you to confirm how you want to create the 67 Inventory Management 68 Issuing a purchase order A purchase order has a stat
188. ion The inventory transaction number sequence is used for purchase orders receiving transactions transfers and inventory count PLU lists No action required Store Manager automatically completes this field with a number after you save the transfer The Doc Number field defines the unique number that identifies the transfer You can modify the document number if you click Modify PO Doc Number in the Inventory Parameters Maintenance window Store Manager automatically completes this field but you can edit the information in it Type a number into the field The Status field indicates the current status of the transfer e Pending The transfer has not been completed and can be modified e Complete The transfer is complete and cannot be modified e Void The transfer has been completed and then voided e No action required Store Manager automatically completes this field The Origin field indicates if the transfer is based on an electronic document from your head office or if you create it No action required Store Manager automatically completes this field The Txn Date field defines the date the inventory transaction is created The transaction date does not need to be the same as the order date No action required Store Manager completes this field with the system date of the computer the Store Manager is running on The Transfer Date field defines the transfer date Store Manager automatically completes this field but you can edit the
189. is based on the package size and the package count No action required Store Manager calculates the number of items and completes this field Cost Price This field defines the cost to the store of the item you are ordering The item s cost is defined in the Cost field in the Vendor s SKU Maintenance window or the PLU Maintenance window The cost for the number of the item you are ordering is displayed in the Extended Cost field in this window No action required Store Manager automatically completes this field Extended Cost This field represents the total cost of the items being ordered The total cost is based on the values in the Extended Unit and the Cost Price fields in this window No action required Store Manager completes this field Complete the appropriate fields at the bottom of the Purchase Order window Retail Price This field defines the retail price for the item You define the retail price in the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager automatically completes this field Ext Retail This field defines the retail price for the items being ordered The total price is based on the values in the Extended Unit and the Retail Price fields in this window No action required Store Manager automatically completes this field Dept This field defines the department to which the item you want to order is assigned You can assign PLUs to departments using the Dept Num
190. is field when you complete the balance To define the cashier or register that the tender is being balanced for type a cashier or register number in the Register field Your head office uses the Configurator to define whether balances are performed by the cashier or register Note that the field name reflects the setting The Txn Status field indicates the balance transaction s status pending completed or voided No action is required Store Manager automatically completes this field The Operator field displays the employee number of the person that processes the balance transaction No action is requited Store Manager automatically completes this field with the employee number of the person who logged into the Store Manager The Txn Date field contains the date on which the balance transaction is created No action is required Store Manager automatically completes this field with the system date of the computer it is running on The Business Date field contains the current business date Note that this date can be different than the system date This field defaults to the current business day however a balance can also be done for previous business days Select the reason that you ate performing the balance from safe transaction from the Reason drop down list You define the selection of reasons that appear in this drop down list on the Code Table Maintenance window You can define any notes that you want to record about the trans
191. is requited Store Manager automatically completes this field with the next available number when you save the loan transaction 2 The T Log Num field defines the unique number that identifies the loan transaction in the TLog No action is requited Store Manager automatically completes this field when you complete the loan 3 To define the cashier or register that the tender is being loaned to type a cashier or register number in the Register field Your head office uses the Configurator to define whether loans are performed by the cashier or register Note that the field name reflects the setting 4 The Txn Status field indicates the loan transaction s status pending completed deleted or voided No action is required Store Manager automatically completes this field Performing a loan float 10 11 12 13 14 15 16 The Operator field displays the employee number of the person that processes the loan transaction No action is required Store Manager automatically completes this field with the employee number of the person who last dealt with the transaction The Txn Date field contains the date on which the loan transaction is created No action is required Store Manager automatically completes this field with the system date of the computer it is running on The Business Date field contains the current business date Note that this date can be different than the system date If a reason is mandator
192. ix match click Complete MM To indicate whether or not the mix match is applied only when all the items are the same click Match PLU For example assume a mix match pricing scheme sells three items that normally cost 35 each for 1 00 If the Match PLU check box is checked the customer must purchase three of the same item to qualify for the special price If the Match PLU check box is not checked the customer can purchase three different items normally costing 35 each and still qualify for the special mix match price To indicate whether or not the mix match is applied only when every item is different click Unique PLU 49 Working with Pricing 50 13 14 15 16 I 18 19 20 21 22 23 24 25 26 2T For example assume a mix match pricing scheme that sells three items that normally cost 35 each for 1 00 If the Unique PLU check box is checked the customer must purchase 3 different items costing 35 to qualify for the special price If the Unique PLU check box is not checked the customer can purchase three of the same item and still qualify for the special mix match price To indicate whether or not all items in the mix match must be the same as user flag 1 click Match User Flag 1 To indicate whether or not user flag 1 is required for the mix match definition to be unique click Unique User Flag 1 To indicate whether or not promotions and item discounts are recalculated after a
193. k Save Deleting tare weights Note If you delete a tare weight that is assigned to a PLU the item s weight is not deducted before the ptice is calculated To delete a tare weight 1 On the Main Menu click File Maintenance 2 Click Tare Weight The current list of defined tare weights appears 3 Click the tare weight you want to delete and then click Delete A message appears prompting you to confirm the deletion 4 Click OK 32 Working with Price Look Ups Store Manager uses price look up PLU numbers to identify products in the store Other methods of identifying items with which you may be familiar include stock keeping units SKUs bar codes item numbers and product numbers This section covers the following topics e About price look ups on page 33 e Listing PLUs on page 33 e Deleting PLUs on page 39 e Defining PLU cross references on page 39 e Generating export files on page 41 e Making global PLU changes on page 42 About price look ups Your head office must define how PLUs are configured before you can add PLUs to the PLU table in the Store Manager Your head office can also perform most PLU management functions and download the files to your store You can modify and delete PLU records sent from your head office along with those you define using Store Manager After you have defined PLUs you can link them together into packages create promotional pricing an
194. ked The first OP field is gt the second OP field is lt and the Off field is 25 The third OP field is lt and the Off field is 40 The fourth OP field is lt and the Off field is 50 It is also possible to combine a mix match sale with promotions and discounts For instructions on how to set up promotions see Working with promotional pricing Viewing mix match pricing schemes To view a mix match pricing scheme l 2 3 4 ma 10 11 12 On the Main Menu click PLU Management Click Mix Match The Mix Match Selection Window appears Click Display All The mix matches defined by your head office appear Click the mix match pricing scheme you want to review and then click Open The Mix Match window appears The MM ID is a unique number identifying the mix match pricing scheme The MM Desc field is a description of the mix match used for searching for mix matches in the Store Manager In the Discount Desc field type a description that is printed on customer receipts If there is no description in this field the description in the MM Desc field in this window is printed on the receipts The Start Date field is the date on which the mix match pricing scheme becomes effective The Stop Date field is the last date on which the mix match pricing scheme is effective To indicates whether or not every mix match criteria in this window must be satisfied before the transaction is eligible for the m
195. l that provides back office processing functions You can use Store Manager for activities such as maintaining employee and customer records managing PLUs printing reports ordering inventory and tracking on hand inventory quantities Store Manager works in conjunction with the POS point of sale software and the Configurator head office application Your head office uses the Configurator to tailor the POS application to meet your specific requirements and to download information to the server in your store The information that your head office downloads to your store is stored as records in tables These tables are used by both Store Manager and the POS application Both the Store Manager and the Configurator can update records in the following tables e Category e Department e Employee e Group e ID Code e Link items e PLU e PLU cross reference e Promotion e Quantity and level pricing e Store e Tare weight e Taxes e Vendor e User flag WARNING Your head office is not notified of the changes that you make to the common tables using the Store Manager Therefore it is very important that your head office clearly define the areas for which you are responsible at the store To avoid entering conflicting information your store or your head office should update the information in each table You can use the Worksheets Security Setup window to restrict access to tables in the Store Manager For more information see D
196. labels from a label queue click either Price Sticker or Shelf Label and then see Printing label print queues Defining inventory control options 38 Use this procedure to include items in suggested orders and to enter quantities for the minimum and maximum allowed quantities and opening stock quantities A suggested order contains a list of items whose on hand quantity is below the minimum allowed and a suggested order amount that brings the on hand quantity of the item up to the maximum allowed If you include the item in suggested orders the item is added to a suggested order whenever its on hand amount falls below the number that you enter into this field An amount is ordered to bring the item s on hand amount to the level entered in the Maximum Stock On Hand field A suggested order can be turned into a purchase order For information about suggested orders see Creating a purchase order automatically from a suggested order To maintain inventory control for PLUs 1 List the PLUs see Listing PLUs 2 Select a PLU and then click Open 3 On the PLU window select the check box beside Inventory Control button at the bottom of the window The Inventory Ctrl tab appears 4 To include the item in suggested orders click the Include in Suggested Orders check box 5 Inthe Minimum Quantity field type the minimum number of the items after which an order is placed 6 Inthe Maximum Quantity field type the m
197. lar retail price of the items that must be purchased to qualify for the mix match pricing scheme The price in this field is compared with the price of the item being purchased based on the operator in the OP field The Alt 1 9 Sell Price fields contains the new selling price of the items with the special mix match pricing Alternatively the Off or the Off fields can be used to define the way that the new selling price is calculated The Alt 1 9 Off fields display the flat amount that is deducted from the item s regular retail price to calculate the new selling price under the mix match pricing scheme Alternatively the Sell Price or the Off fields can be used to define the way that the new selling price is calculated The Alt 1 9 Off fields contains the percentage amount that is deducted from the item s regular retail price to calculate the new selling price under the mix match pricing scheme Alternatively the Sell Price or the Off fields can be used to define the way that the new selling price is calculated To indicate whether all or some defined promotions are available to a defined customer group as follows click Pricing Target Type e All indicates that the defined target group is entitled to receive all defined promotions and mixmatch pricing schemes e Defined promotion scheme specifies the specific mix match or promotional pricing scheme the defined target group is entitled to receive Customers who do not belon
198. ld if you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window Type a number up to 17 characters long into the field The Number of Cases field defines the number of cases of items shipped to your store Type a number into the field The Total Inv Cost field defines the total cost to the store of the items shipped to your store Type a currency amount into the field The Note field defines any notes regarding the receiving transaction Type an alphanumeric string up to 40 characters long into the field The Hash Qty field defines the total number of items that the store expects to receive The actual quantity received must match the number you enter into this field if you click Receive Quantity Match Hash Quantity in the Inventory Parameters Maintenance window Type a number into the field Reference Num TBD Delivery Date TBD The Origin field indicates the origin of the receiving transfer purchase order electronic document manual No action required Store Manager automatically completes this field The Case Number field defines the unique number that identifies the case of items Type a number into the field The Quantity field defines the number of cases you receive in your store Type a number into the field The Shr Ovr field defines the difference between the number of cases you actually received and the number you expected Type a number into the field If the shipment was short cases
199. lder under File List double click a folder Under File Name type the name for the attachment Under File Type select the type of file you want to create as the attachment If you want to include the column headings and the report title in the attachment click Including column headings If you want to delete the attachment file from your computer after it has been sent click Delete after sending Click Send The attachment is created and your e mail program prompts you for details of the message recipients Complete the details of the e mail message and then send the message Working with designed reports Working with designed reports The report template designer allows you to change the layout for many of the Store Manager reports This includes moving or hiding column headings and data and truncating amounts to hide the decimal places values Note To use the template designer your authority level must be level 5 You can design only one template for each of the reports listed above When you use the designer you override the default format for a report You can always reapply the default format by deleting the template Designing report templates To design and save a report template l wp amp bf Generate the report as described in Generating reports on page 151 Click Design On A dialog box appears indicating that you ate about to use the designer Click OK The Design Mode field in
200. licable user flag options e To define the vendor who supplies the items in the Vendor field select the applicable vendor 5 Click the Change Fields tab The Change Fields tab appears 6 For each change to be applied to the PLUs defined on the Change Criteria tab select the corresponding check box for any or all of the fields listed and then specify the new values as follows e Department Select the department to which the PLUs will be assigned e Tax 1 16 Click the check boxes for the taxes applicable to the PLUs e User Flag 1 6 Select options for all applicable user flags e Loyalty ID 1 4 Type the ID numbers obtained from your head office for the loyalty programs for which the PLUs are eligible e Vendor ID Select the vendor to which the PLUs will be assigned e Price Sticker Select a price sticker format for the PLUs e Allow Discount To allow the PLUs to be eligible for discounts select this check box e Allow Employee Disc To allow the PLUs to be eligible for employee discounts during employee sale transactions select this check box e Inventory Controlled If the PLUs are to be under inventory control select this check box e Include in Sugg Order To include the PLUs in suggested orders select this check box e Min Stock Click one of the Change Qty Change or New Qty radio buttons and then type a value in the corresponding field e Max Stock Click one of the Change Qty Change or New Qty radio butto
201. list To define a range of departments that contain the items click Department and select a department from each list To clear the information from the criteria window click Reset To generate the report based on the criteria in the window click Generate Detail Report Do one of the following e To generate the Performance Summary Report click Generate Summary Repott e To generate the Performance Detail Report click Generate Detail Report Note The dates shown in the Last Sold column associated with a specific PLU reflect the most recent inventory period within the date range specified on the Criteria window Working with inventory control reports In Stock Research report The In Stock Research report provides information on the status of items under inventory control To generate the In Stock Research report 1 On the Report menu click In Stock Research The In Stock Research Report Criteria window appeats Under Select Report Type choose one of the following e To include all items on hand click On Hand e To include items on order with no items currently in stock click On Order amp Zero On Hand e To include items with no orders and that have no items currently in stock click Zero Order amp Zero On Hand Click Generate Report The report appears 179 Working with Reports Period Sales report 180 The Period Sales report provides information on sales of items under inventory contr
202. lowing the rules you define on the General Parameters Maintenance window and enters it into the PLU field Complete the primary identification information for the item using the following fields a PLU Type the unique PLU number for the item b PLU Desc Type up to 40 characters to describe the item The description can appear on the customer display and customer receipts c Dept Number Select the department to which the item belongs The description of the department appears in the Dept Desc field Complete the following price and cost information for the item a Retail Price To set the price that is charged for the item at the POS type a currency amount including decimal places b Sugg Price To set the vendor s suggested retail price for the item type a currency amount including decimal places c Original Price If the original price of the item is different then the retail or suggested price type the original price d Verify PLU If cashiers are to be prompted to verify the item s price when they enter this item into a transaction select this check box The default price is the amount you enter into the Retail Price field in this window The cashier can change the price while the prompt is displayed If a number is to be used to track the item during order receive and transfer inventory transactions in the Ordering Num field type a unique ordering number In the Prompt Id field to define the prompt sequence
203. ls about movement of items in and out of the store To generate the Item Movement report 1 On the Report menu click Item Movement The Item Movement Report Criteria window appears 2 To define a day or range of days to be included in the report below Reporting Period click one of Current Business Date Previous Business Date or Business Date Range If you click Business Date Range in the corresponding fields type or select the first and last dates to be included 3 Ifyou want to report on a limited selection of the items complete any or all of the fields in the Query Criteria section as follows e PLU To define a range of PLUs to be included type or use F12 to select the first and last PLU in the range e Category To include only items in a specific category select an option e Group To include only items in a specific group select an option e Department To include only items in a specific department select an option e User Flag 1 User Flag 6 To include only items assigned with specific user flags select options for the flags e Vendor To include only items supplied by a specific vendor select an option 4 To define how report data should be grouped under Group By check one or more check boxes and select one of Category Group Department and Vendor 5 Click Generate Report The report appears Working with standard reports Sales report and Sales Analysis report The Sales report lists items and
204. m the drop down list select the document containing the PLUs e To include PLUs for a purchase order click P O Number and then from the drop down list select the purchase order containing the PLUs To view a sample showing how the label will appear click Show Sample The Sample Preview appears at the bottom of the window You can work with the Sample Preview as follows e To view the label for a specific PLU in the PLU field type a PLU number and then click Find PLU e To change the magnification of the preview in the Zoom field type a number or use the spin buttons For example to view the page at 75 of its actual size type 75 e To display a ruler showing the precise size and location of the labels on the page click Show Ruler When the ruler is displayed you can change the page margins dynamically by dragging the arrow controls e To close the Sample Preview click Hide Sample When you are ready to print the labels from the Copies drop down list select the number of copies of the labels that you want to print and then click Print Label The Print Options dialog appears Complete the Print Options dialog and then click OK The labels print on the specified printer To close the Designed Label window click Exit Deleting designed labels To delete a designed label 1 2 188 On the Main Menu click Parameters Setup Click Label Parameters Working with designed labels Click Designed Labels
205. me Under Items to specify how you want items sorted in the report choose one or more of the following e To sort the pending transactions by category click Dept Category and select a category from the list For example apparel 169 Working with Reports 170 To sort the pending transactions by department group click Dept Group and select a group from the list For example ladies apparel To sort the pending transactions by department click Department and select a department from the list For example blouses To sort the pending transactions by PLU cluck PLU and type the PLU number in the field 10 To clear the information and make new selections click Reset Criteria 11 Click Generate Report The report appears 12 To view the detail reports do one of the following To view the Transaction Details report from the Regular report double click a single transaction or click Transaction Details To view the Item Transaction report for a single item from the By Item report double click an item and then click Item Transactions To view the Item Transaction report for all items from the By Item report click Item Transactions Working with standard reports Sales Tax report The Sales Tax report summarizes all of the sales tax totals that are generated for a specified range of business dates The report is sorted according to the business date jurisdiction ID and the tax ID The taxable amounts tax
206. mer Maintenance window appears with the Demographic tab selected 5 Complete the following customer identification fields e Middle Name Type the customer s middle name e Gender Select the customer s gender e Birthdate Type or use the calendar button to select the customer s date of birth 6 Complete the following address information e Address 1 and Address 2 Type the customer s street address e City Type the name of the city in which the customer resides e State Province Select the state or province in which the customer resides e Zip Postal Type the customet s zip code or postal code e Country Type the name of the customer s country of residence e Phone 1 and Phone 2 Type the customer s primary and alternate telephone numbers The brackets around the area code and the hyphen between the third and fourth numbers are completed automatically 7 Inthe Type field select a customer type 8 Inthe Status field select a customer status 9 Inthe Reference 1 and Reference 2 fields type the customer s reference information 10 Click Save 114 Working with customer information Working with customer loyalty programs and points Use these procedures to add a customer s loyalty program information defined by your head office and to view a customet s points either available awarded or redeemed Adding customer loyalty program information To add loyalty program information l
207. mix match is tealized click Recalc Promos and Discounts To indicate the Number of the item to which the price change is applied in the TLog click Apply Discount To Alt and type a number For example assume the mix match scheme is for a can of soda appearing in the Alt 1 field and a bag of chips appearing in the Alt 2 field The price of the chips is discounted by 50 If Alt 1 appears in this field the discount is applied to the chips when the transaction is recorded in the TLog To indicate if mix match calculations are processed at the end of a transaction when the Total key is pressed at the POS or if the mix match is processed as the items are scanned at the POS click Calculation at Total Time To indicate whether or not the discount is given on the lower priced item in the mix match transaction For example buy one item and get another item of equal or lesser value at a discount click Discount on Lowest Price The Policy ID field identifies the policy that is part of the mix match The Report Group Qty fields indicates which mix match quantities are tracked through reporting If quantities are entered a Mix Match Transaction Summary record is created in the register s TLog To indicate that mix match pricing criteria is one or more of Vendor User Flag 1 Department Dept Group or Category click Match by Merchandise Type The Vendor field identifies the vendor in the mix match scheme The User Flag 1 field indicat
208. mmary Report 108 Payroll management Preparing clock in out information for export Before you export clock in out information to a file for your head office you can review and edit the information to ensure it is accurate and complete If the Allow Export of Unconfirmed Clock Time Entries check box in the Payroll Parameters Maintenance window is clear you also have to confirm the times For information about defining payroll parameters see Configuring payroll parameters on page 107 You must configure the Store Manager s payroll options before you prepare or export the clock in out information These options determine if you must confirm clock in out times before export or if you can export without confirming the times For information about configuring the options see Configuring payroll parameters on page 107 Reviewing clock in out times You can review an employee s clock in out times and edit them if necessary WARNING An employee must be assigned to your store in their employee record or they do not appear in any of the clock in out windows Before you complete the following steps you must define the selections that appear in the Reason Code list For more information on adding reason codes see Maintaining drop down lists on page 16 To review an employee s clock in out times 1 On the Main Menu click Payroll 2 Click Clock In Out Adjustment The Payroll Clock In Out Summary window a
209. mp Sum Denomination button allows you to switch between entering the lump sum amounts or denominations If you are entering the loan amount by denomination the tender denominations are listed in this field Your head office uses the Configurator to define denominations for a tender If no denominations ate defined for the tender the denomination button is disabled Use the Denomination button on this window to enter amounts by denomination Once in denomination mode the button s label changes to lump sum To define the amount of the selected tender being removed from the safe and placed in the cash drawer type an amount including the decimal places in the Lump Sum Amount field To select a tender click the tender in the Tender field The Total Lump Sums field displays the total of the lump sum amounts that you enter in the Lump Sum Amount field No action is required Store Manager automatically completes this field Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount The Total Denominations field displays the total of the amounts that you enter in the Amount field when you enter amounts by denomination Your head office uses the Configurator to define denominations for a tender If no denom
210. n Adjusting on hand inventory quantities To enter new on hand quantities 1 On the Main Menu click Inventory 2 Click Physical Inventory 3 Click Display All All of the count PLU lists appear 4 Click the list you want to open and then click Open The Physical Inventory Maintenance window appears with the PLU list displayed Tip You can add items to the PLU list after it has been generated by clicking New in the Physical Inventory Maintenance window 5 Complete the following fields where appropriate The Txn Number field defines the unique number that identifies the inventory transaction The inventory transaction number sequence is also used for purchase orders receiving transactions and transfers No action required Store Manager automatically completes this field when you click Save The Status field indicates the current status of the transaction No action required Store Manager automatically completes this field The Txn Date field defines the date the inventory transaction is created The transaction date can differ from the inventory date No action required Store Manager completes this field with the computer s system date on which the Store Manager is running The Doc Number field defines the unique number that identifies the transaction You can modify the document number if you click Modify PO Doc Number in the Inventory Parameters Maintenance window Store Manager automatically completes thi
211. n The Link Item window appears In the PLU field type or use F12 to select the PLU that identifies the package of products In the Linked PLU field type or use F12 to select the PLU for an item to be included in the package In the Description field do one of the following e If only the description defined for the package PLU is to be printed on the receipt leave the field blank 45 Working with Pricing 10 11 12 13 e If an individual description for this item in the package is to be printed on the receipt type up to 40 characters to describe the linked item in the package This can be the same as or different from the original description for this PLU In the Quantity field type the quantity of the linked item included in the package In the Price field type a price with up to two decimals places for the item in the package Beside Use Parent do one of the following e Check this check box if e the sum of the price defined on the PLU window of each item in the package is to be used to calculate a total price for all items in the package e the description defined on the PLU window for the package PLU is to be printed on the receipt and e the taxes specified on the Link Item window not the PLU window are to be applied e Leave this check box unchecked if e the price defined on the PLU window for the underlying item is to be used as the price e the description defined on the Link Item window for
212. n field select an option e To increase or decrease your view of the report click Zoom In or Zoom Out e To view additional pages click Next and Previous e To print the report click Print For additional information see Printing reports on page 152 When you are finished previewing the report click Exit Exporting reports and e mailing reports Once you have generated a report you can export it to a file or send it as an attachment in an e mail message In both cases you can create files in any of the following formats Clipboard dBase ll dbf dBase Ill dbf Internet Document htm Microsoft Excel comma separated values csv Microsoft Excel Data Interchange dif Microsoft Excel Work Sheet xls Microsoft Multiplan Format xls Power Soft report psr SQL Syntax sql Text Tab separated values txt Windows Meta File wmf WK1 Lotus 123 wk1 WKS Lotus 123 wks Exporting reports to a file Use this procedure to export a generated report to a file that can be used by other applications Note To export reports your authority level must be level 5 To export a report 1 Generate the report as described in Generating reports on page 151 153 Working with Reports 154 Click Export The Export Send Report dialog appears Under Drive select the location of the disk where the export file will be saved The current list of available folders you can use a
213. n this drop down list in the Code Table Maintenance window Click the drop down list and select a reason from the list The Out field indicates whether the items are being transferred into or out of your store The entry in this field is based on whether you choose the Transfer in by PLU or the Transfer out by PLU tab in the Store Transfer Selection window No action required Store Manager automatically completes this field The Note field defines any notes regarding the transfer Type an alphanumeric string up to 70 characters long into the field 81 Inventory Management 82 20 The PLU XREF field defines the unique number that identifies the item that is being transferred If you want to use cross reference numbers to identify items instead of PLU numbers you must click Xreference Only in the Inventory Parameters Maintenance Window Type a number into the field 21 The Description field contains the item s description No action required Store Manager automatically completes this field 22 The Expected Qty field defines the number of the item the receiving store expects to receive in the transfer If you are creating a transfer in you cannot edit the information in this field If you are creating a transfer out type the number of items the receiving store expects into the field 23 The Received Qty field defines the actual quantity of the item you receive Type a number into the field 24 The Short Over field indicate
214. n you just added 6 Click Save PLUs Use the procedure to delete a PLU To delete a PLU 1 On the Main Menu click PLU Management 2 Click PLU Maintenance 3 On the PLU Selection window click Display All 4 Click the PLU you want to delete and then click Delete A message appears prompting you to confirm the deletion 5 Click OK PLU cross references Cross references can be used to as alternate identifiers for one or more items You can enter cross references instead of PLUs into PLU number fields in the Store Manager and the cashier can enter them into transactions at the POS terminal A cross reference can represent a single PLU or multiple PLUs that each have the same retail price Before you define a cross reference for a PLU the PLU must be defined in the PLU window and your head office must enable the cross reference feature in the Configurator 39 Working with Price Look Ups Adding and modifying cross references To add or modify a cross reference for a PLU 1 2 3 4 10 11 12 On the Main Menu click PLU Management Click PLU X Reference The X Reference Selection Window appears Click Display All the current list of cross references appears Do one of the following e To add a new cross reference click New e To modify an existing cross references select the cross reference and then click Open The X Reference window appears Do one of the following e Ifyou are e
215. n you must re enter a smaller amount Click Save and then click Exit 143 Cash Management Balancing the safe Balancing ensures the amount of tender in the safe matches the amount of tender that should be in the safe based on the completed loans pickups withdrawals and deposits that have been performed Your head office uses the Configurator to define the tenders that are eligible to be balanced Store Manager calculates the system amount of a tender that should be in the safe and you enter the actual amount Store Manager compares the two figures and determines if the safe is balanced You can define the maximum amount that the system and actual tender amounts can differ by and still be considered balanced in the Safe Balance Threshold field in the General Parameters Maintenance window Entering a new safe balance A new safe balance has a pending status until you complete it You can modify the amounts in a pending balance transaction Completed pickups loans withdrawals and deposits are applied to the system tender totals during balancing Before you complete the following steps you must define the selections in the Reason Code drop down list if the Reason parameter is set to mandatory To enter a new safe balance l ONS Mar A a On the Main Menu click Cash Management Click the safe that you are attempting to balance Click Safe Balance Click New Complete the fields in the window a
216. n you type the new text For example menu text contains the option text help text short toolbar text and long toolbar text separated by the double slash separators You must use the same pattern when you type the new text Changing text that is currently displayed To change a single item of text 1 Open the Store Manager menu window or other object displaying the text you want to change 2 To select the text you want to change place the mouse pointer over the text Note To select a window title bar or window tab place the mouse pointer over a free area of the window or tab 3 Press and hold the Ctrl key and then click the right mouse button The Translate window appears with the original text provided by default with Store Manager in the Original Text field 4 Inthe New Text field type the text as you want it to appear and then click OK The Translate Text window closes and the new text appears 5 If you want to work with the Translation window rather than change the text using the Translate Text window click Shortcut To Translation The category and object to which the text belongs are selected automatically For more information see Changing text using the Translation window Changing text using the Translation window 14 Store Manager groups the text appearing on the objects you can change into categories For example the buttons you use to save clear and search for information on windows are grou
217. nance window The Description field defines the item s description No action required Store Manager automatically completes this field The Expected Qty field defines the quantity of the item the store expects to receive If the transaction is based on an issued purchase order the number in this field is from the Extended Unit field in the Purchase Order window No action required Store Manager automatically completes this field The Actual Qty field defines the quantity of the item the store actually receives If you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window and the number in the Exp Qty field is not zero and does not match the quantity you actually receive then you must type a number into the Discrepancy No field in this window Type a number into the field The Short Over field defines the difference between the actual quantity of the item the store receives and the expected quantity If the number in this field is not 0 and if you click Receive Discrepancy Number Required in the Inventory Parameters Maintenance window you must type a number into the Discrepancy No field in this window If you click Receive Reason Required in the Inventory Parameters Maintenance window you must select a reason in the Reason drop down list in this window No action required Store Manager automatically completes this field The Reason field defines the reason the quantity of the item the store receiv
218. nance window You can define any notes that you want to record about the transaction Type an alphanumeric string up to 40 characters in length in the Notes field The Tender field contains the tenders that you can include in the deposit A tender is actually included in the balance if you enter a value in the corresponding Amount field on this window Your head office uses the Configurator to define the tenders that ate available for deposit This field contains a list of the tenders that are eligible No action is required Store Manager automatically completes this field with the tenders that are eligible for deposit To enter a deposit amount for a tender click the tender and complete the fields on the right side of this window The Amount field indicates the amounts of the tenders included in the deposit To enter a deposit amount for a tender click the tender in the Tender field and complete the fields in the right side of this window No action is required Store Manager automatically completes this field with the total of the amounts you enter in the fields on the right side of the window The Total Tenders field displays the totals of the amounts in the Amount field No action is required Store Manager automatically completes this field To define the amount of the selected tender type an amount including the decimal places in the Lump Sum Batch field To select a tender click the tender in the Tender field The Total Lump
219. nated group of registers a specific register click All Registers or click Register Group or Register and type the appropriate ID To include only vouchers in the report click Voucher Only Under Group By choose one of the following To group items under their function click Function To group items under their source click Source To clear the information and make new selections click Reset Criteria Click Generate Report The report appears 167 Working with Reports PLU Breakdown report 168 The PLU Breakdown report provide sales information by user defined flags or salesperson To generate a PLU Breakdown report 1 On the Report menu click PLU Breakdown The PLU Breakdown Report Criteria window appears 2 To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e Ifyou want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK 3 Under Selection Criteria choose what you want to include in the report e To include certain flagged items click UserFlag1 and select a flag from the list e To include a specific salesperson in the Salesperson field type a salesperson ID 4 Under Grouping choose one of the
220. nce See safe balance and safes balances safe transfers 142 Configurator verification for withdrawal 140 deposits into safe 136 float see loan management functions 149 parameter files 193 pickup from cash drawer 128 query safe transactions 148 safes See safes withdrawal from safe for bank deposit 140 Tender report 161 Terminal Administration window 100 101 Transaction List window parameters 148 transactions searching in electronic journals 121 transfer creating 82 inventory 80 by the case 82 creating 80 using PLUs 80 report printing 84 Transfer in buy PLU parameters 80 Transfer in by Case parameters Store Transfer Selection window 83 Transfer out by Case parameters Store Transfer Selection window 83 Transfer out by PLU parameters Store Transfer Selection window 80 Transfer Report window 84 U Unique PLU Generation parameters General Parameters Setup window 12 updating Electronic Journal Viewer with new journals 119 record tables 192 tables records 192 uploading inventory levels 89 user authority level changing 106 using inventory reports 174 PLUs transferring inventory 80 reports 158 V vendor See product vendors adding 58 deleting 59 vendor SKUs 61 linking to PLUs 61 receiving inventory 73 vendor s SKUs manual purchase order 63 receiving inventory by 73 verification safe withdrawals 141 viewing balance details 134 contents of safe 147 detailed safe transactions 148 details of
221. nd 418 is available in the POS Xpress User Manual There are three major tasks that must be completed when you ate preparing to open a store e Perform an End of Day function on a POS terminal e Perform the New Store Reset function on a POS terminal e Perform the Final Clean Up in the Store Manager Before you complete any of the following steps all the store s POS terminals must be closed For additional information see Closing POS terminals on page 100 To clean up the system 1 Perform the End of Day function Manager Code 250 on a POS terminal Refer to the POS XPress User Manual for more information about using manager codes to perform functions on a POS terminal and for more information about Manager Code 250 Opening and closing the store Perform the New Store Reset function Manager Code 418 on every POS terminal Refer to the POS Xpress User Manual for more information about using manager codes to perform functions on a POS terminal and for more information about Manager Code 418 Click Clean Up on the Administration Menu window of the Store Manager A warning dialog box appears notifying you that totals are deleted with this function and that the New Store Reset function must be performed 99 Store Operations Managing POS terminals You can open close and monitor a POS terminal using the Store Manager During the POS terminal opening and closing functions you can monitor a POS terminal status W
222. nd time and then click OK Note Store Manager completes the remaining fields at the top of the window 5 Do one of the following e To remove an item from the batch proceed to step 9 e To add an item to the batch click Insert e To edit the retail price for an item in the batch double click a batch 6 Inthe PLU field on the Choose PLU and Operation Type dialog type or use F12 to select the PLU for an item whose retail price you want to change 55 Working with Pricing 7 Inthe Operation field click Modify and then click OK 8 Inthe Batch Value field type the new retail price for the item and then click Save Item 9 Do one of the following e To remove an item from the batch click the item click Remove and when prompted to confirm the deletion click Yes e To include additional items in the batch click Insert and then return to step 6 e To change the price for an existing item double click the item and return to step 8 e To return to the Price Batches Selection window click Exit Auditing product price changes Store Manager tracks the following changes you make to prices through the PLU Maintenance window and the price batch management function e PLU price changes made using the PLU window and in pending batches e PLU deletions e Price changes applied using batch management Use this procedure to view information about the price changes To view PLU price changes 1 On the Main Menu click
223. ndow lick the purchase order you want to void and then click Open A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU lick a radio button in the dialog box The dialog box closes lick Void A dialog box appears prompting you to confirm you want to void the purchase order lick Yes The purchase order is voided 69 Inventory Management Duplicating a purchase order You can create a new purchase order by duplicating an existing order The new purchase order has a status of pending regardless of the status of the original order To duplicate a purchase order 1 On the Main Menu click Inventory 2 Click Purchase Orders 3 Click Display All The existing purchase orders appear in the selection window 4 Click the purchase order you want to duplicate and then click Open A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU 5 Click a radio button in the dialog box The dialog box closes The Purchase Order window appears 6 Click Duplicate The new purchase order is displayed in the Purchase Order window The new order is identical to the original order 7 Change the information in the fields as appropriate 8 Click Save and then click Exit Creating an order guide for repeat orders When dealing with corporate customers on a regular basis you may need to repeat an order for the same invent
224. nerate the report click Show Criteria To split the report into two halves each of which you can then scroll horizontally click Split View To remove the split click Full View To see a sample of how the printed report will appear click Preview For additional information see Previewing reports on page 153 To print the report click Print For additional information see Printing reports on page 152 To send the report as an e mail attachment click Send For additional information see Exporting reports and e mailing reports on page 153 To export the data in the report to a file you can use with another application click Export For additional information see Exporting reports and e mailing reports on page 153 Depending your authorization level you may also be able customize the report using the report designer as described in Working with designed reports on page 155 Printing reports 152 After you generate any report use can this procedure to print the report on an attached printer If you want to see a sample of how a printed report will appear before you print it see Previewing reports on page 153 Note For information about printing reports included in report macros see Running report macros on page 157 To print a report 1 Generate the report as described in Generating reports on page 151 Note If you want to include information abou
225. new cross reference type number of items in the opening stock Click Save The Opening Stock field disappears and the Inventory Information button appears Note For information about using the Inventory Information button see Viewing inventory information Deleting cross references To delete a cross reference 1 40 On the Main Menu click PLU Management Generating export files 2 Click PLU Xref The X Reference Selection Window appears 3 Click Display All 4 Click the cross reference you want to delete and then click Delete A message appears prompting you to confirm the deletion 5 Click OK Generating export files Export files contain extended field and PLU information that is required by a third party application in a format the application can use The exported extended field information contains the option you select and other characteristics of the field that your head office defined in the Configurator Each third party application requires a different export file type Your head office uses the Configurator to define export file types The export file s definition includes the file name path and layout It also defines the PLU fields and extended field information that is included Before the extended field and PLU information can be exported you must assign the appropriate export file type to the PLU You can assign export file types the same way you assign options in the Extended
226. ng Done at the end of a batch of entries To remove funds from a safe it must be configured via the Configurator to allow withdrawals Tender verification is also set in the Configurator to ensure that a second user double checks the type and amount of each tender that is removed from the safe The authority level of the second user must be equal to or higher than the initial user performing the withdrawal To perform a withdrawal from a safe 1 Click Cash Management 2 Click the safe that you want to make a withdrawal from 3 Click Safe Withdrawal 4 Click New 5 Click each type of tender that you want to withdraw and type the amount of the withdrawal Click the tender once more the amount appears in the Lump Sum Batch field in addition to the Amount field or 6 For any tender with denominations click Denomination Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount 140 Processing a safe withdrawal bank deposit Click Qty and type a quantity for each denomination The Amount field is automatically filled in with the correct value after a second click in the Tender Amount field Click Save and then click Exit Note The Verified By field is automatically
227. ng is performed by a cashier or a register In the Safe Balance Threshold field do one of the following Setting sort options e To require the safe to balance exactly leave this field blank e To define the maximum amount by which the safe s actual tender amount can be above or below the system amount during balancing type a dollar amount including decimals If the difference is greater than the threshold the safe is not balanced The balance transaction cannot be completed until the actual amount and the system amount are balanced to within the threshold The EOD Pickup button creates and completes a pickup to safe transaction for the tenders in the POS balance transaction To enable the EOD Pickup button on the POS Balance Maintenance window choose Enable EOD Pickup To enable or disable additional pickup options choose any of the following options as required e Retrieve System Amounts on Pickup e Hide System Amounts Blind Pickup e Issue Warnings on Over the Limit Pickups Under Mandatory Reasons chose any of the following options as required e POS Pickup e POS Loan e POS Balance e Safe Withdrawal e Safe Deposit e Safe Balance Click Save Setting sort options Use this procedure to control whether or not Store Manager users can sort records on a selection windows If you allow users to sort records you can also control whether or not changes they make to the sorting of a given window are retained an
228. ning and closing the store You can open the store or run the End of Day function to close the store in the Store Manager Opening the store The store s status must be closed before you initiate the Open Store function To open the store 1 On the Main Menu click Administration 2 Click Store Administration The Store Administration window displays 3 To open the store click Open Store 4 When the Open Store process is complete click Exit Closing the store All POS terminals must be closed before you initiate the End of Day function to close the store If your store is open 24 hours POS terminals can be running but they must be closed for the current business date and re opened under the next business date To close the store 1 Onthe Main Menu click Administration 2 Click Store Administration 3 On the Store Administration window click Run EOD 4 When the End of Day process is complete click Exit Preparing to use Store Manager in a new store 98 During the installation of new store management and POS terminal software unwanted data is collected during testing and training Before you begin to use the software in a live environment you must purge all of this data and clean up the system In the following steps you ate required to perform an End of Day Manager code 250 and a New Store Reset Manager Code 418 on a POS terminal More information about manager codes and specifically Manager Codes 250 a
229. nique number that identifies the inventory transaction The inventory transaction number sequence is used for purchase orders receiving transactions transfers and inventory count PLU lists No action required Store Manager automatically completes this field with a number after you save the transfer The Doc Number field defines the unique number that identifies the transfer You can modify the document number if you click Modify PO Doc Number in the Inventory Parameters Maintenance window Store Manager automatically completes this field but you can edit the information in it Type a number into the field The Status field indicates the current status of the transfer e Pending The transfer has not been completed and can be modified e Complete The transfer is complete and cannot be modified e Void The transfer has been completed and then voided e No action required Store Manager automatically completes this field The Origin field indicates if the transfer is based on an electronic document from your head office or if it is manual No action required Store Manager automatically completes this field The Transfer Date field defines the date the inventory transaction is created The transaction date does not need to be the same as the order date No action required Store Manager completes this field with the system date of the computer the Store Manager is running on The Ship Via field defines how the items are shipped to or from y
230. ns b Slip Total Lines Type the total number of lines of text that can be printed on each receipt c Slip Indent Type the number of spaces to indent printing on each receipt In the Number of Validations field type the number of validations that the cashier must perform when they sell an item in this department In the Remote Printer Number field type number of the remote printer In the Remote Printer Control field select an option Deleting departments Use this procedure to delete a department that has no PLUs are assigned it To delete a department 1 26 On the Main Menu click File Maintenance Defining taxes Click Departments The Departments Selection Window appears Click the department you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Defining taxes When you define departments and PLUs you can assign the taxes that are charged to the customer when items are sold at the POS terminal You can define the characteristics of up to 16 taxes and you can assign taxes 1 4 to items in the Store Manager Your head office can use the Configurator to assign taxes 5 16 to items if necessary Use the procedures in this section to define standard types of taxes step taxes and tax print options Adding and changing taxes To add or change a tax 1 2 3 9 10 On the Main Menu click File Maintenance Click Taxes The list of defin
231. ns and then type a value in the corresponding field Making global PLU changes Ta 8 Click Apply A message appears prompting you to confirm that you want to proceed with the global change Click Yes 43 Working with Price Look Ups Working with Pricing This section provides information about managing the prices of the items that you sell in your store This section covers the following topics Defining packages of linked items on page 45 Working with pricing schemes on page 47 Working with mix match pricing on page 48 Working with promotional pricing on page 51 Working with price batches on page 54 Auditing product price changes on page 56 Viewing future prices on page 56 Defining packages of linked items A linking scheme allows several PLUs to be grouped and sold at the POS as a package using one PLU Before you create a package you must define both the PLU that will be used to identify the package and the PLUs that will be linked to the package The package PLU and the linked PLUs must also be set up to use linked items Adding and changing linked items To add or change an item in a package 1 2 3 On the Main Menu click PLU Management Click Link Items The Link Items Selection Window appears Do one of the following e To add an item to a package click New e To change an item in a package click Display All select the item and then click Ope
232. ns on how to display the Report menu About Store Manager reports on page 151 Current Inventory report The Current Inventory report lists the current quantities of items and buckets in the store their retail ptice the quantity sold the closing current inventory on hand and the amount of money received from the sales of the item To generate the Current Inventory report 1 On the Report menu click Current Inventory The Current Inventory Report Criteria window appears 2 Choose one or more of the following to include in the report e To define a range of items click the PLU fields and type a range of PLU numbers in the fields e To select the department category to which the items belong click Category and select a department category from the list e To select the department groups to which the items belong click Group and select a department group from the list e To select the department to which the items belong click the Department and select a department from the list e The Userflag 1 6 fields define the user flag option that is assigned to the items Click the drop down list and select a user flag option from the list e To specify the supplier of the items you want included in the report click the Vendor drop down list and select a supplier from the list 3 To include items with a negative quantity on hand click Negative Available Quantity Only 4 To clear the information and make new selections click R
233. ns the employee s first name Store Manager automatically completes this field with the first name of the employee you select in the Payroll Clock In Out Summary window Payroll management 11 12 13 14 15 The Clock In field defines the date and time the employee clocked in There is one entry in this field for each time the employee clocks in Store Manager automatically completes this field but you can edit the information in it To edit the information do one of the following e Click the button beside the field to open the Select Date window Click a date and click OK e Type a date into the field Click in the field after the date and type a new time 24 hour clock using the following format HH MM SS The Clock Out field defines the date and time the employee clocked out There is one entry in this field for each time the employee clocks out Store Manager automatically completes this field but you can edit the information in it To edit the information do one of the following e Click the button beside the field to open the Select Date window Click a date and click OK e Type a date into the field Click in the field after the date and type a new time 24 hour clock using the following format HH MM SS The Total Worked field contains the total hours worked for the day and for the fiscal week Store Manager calculates the total hours worked and completes this field To define how partial hours
234. nsactions without a receipt e Pend Trans layaway sale or other type of pending transaction e Discount discount transactions e Empl Discount employee discounts Under Mix Matches to define the mix match pricing schemes for which this item is eligible type a mix match ID number in up to four of the numbered fields For additional information about the mix match pricing schemes see Working with mix match pricing In the Allow Merch Type MM check box to enable a mix match pricing scheme by merchandise type select this check box In the Ordering Pkg Qty field type the number of items that are packed together per shipment This field is used to round up the quantity required when preparing a purchase order 35 Working with Price Look Ups 16 Inthe Tare Weight field type a tare weight ID to define the weight of a container or any 17 18 packaging that must be deducted from the total weight of the item when this item is entered in the transaction To require the item to be weighed you must click Scale Item in this window The unit of measurement used to interpret the tare weight is determined by your scale For example if your scale is set up to use grams the tare weight is measured in grams For additional information see Defining tare weights Note The Used by Days field is not currently used by Store Manager Complete the following size information a Size To define the size of a PLU type a n
235. nt must be completed Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The Note field defines any notes regarding the transaction You can enter any information about the adjustment up to 20 characters The information is displayed in the Inventory Adjustment Report The Origin field indicates the origin of the transaction electronic document manual No action required Store Manager automatically completes this field 93 Inventory Management e The PLU XREF field defines the unique number that identifies the item Type a number into the field e The Description field defines the item s description No action required Store Manager automatically completes this field e The Retail Price field indicates the item s retail price You define the retail price in the Retail Price field in the PLU Page 1 tab of the PLU Maintenance window No action required Store Manager automatically completes this field e The Qty Actual field defines the quantity of the item you actually count in your store Type a number into the field e The Qty Current field defines the quantity of the item the Store Manager expects to be in the store No action required Store Manager automatically completes this field e The Qty Variance field defines the difference between the quantity on hand that the Store Manager expects and the quantity that you actually count
236. ntains the formulas used to calculate the data in some of the columns Column Formula Total Gross Non Merch Sales Total Reductions to Gross Net Sales Total Other Non Merch Sales Total Other Receipts Total sales of non merchandise items Note Your head office uses the Configurator to define non merchandise items Only non merchandise items with the Add to Gross check box selected in the Configurator are included in this total Total of returns and discounts not including vendor s coupons Note Your head office uses the Configurator to define discounts Only discounts with the Affect Net check box selected in the Configurator are included in this total Total gross sales total taxes total reductions to gross Total sales of the non merchandise items not included in the Total Gross Non Merch Sales figure Note Your head office uses the Configurator to define non merchandise items Only non merchandise items without the Add to Gross check box selected in the Configurator are included in this total Total of tender coming into the store that is not a direct result of a merchandise sale including additional amounts deposits and fees 159 Working with Reports Column Formula Total Other Reductions to Gross Total Accountability Total Tenders Total of reductions not included in the Total Reductions to Gross figure including vendor s coupons Note Your head office
237. ntory controlled For more information about the Inventory Information window see Viewing inventory information on page 86 Click the button The Complete field completes the receiving transaction You cannot modify a receiving transaction after you complete it The transaction s status becomes complete For information about completing a receiving transaction see Completing a receiving transaction on page 79 Click the button The Void field voids the completed receiving transaction You cannot void a transaction until you have completed it For information about voiding a receiving transaction order see Voiding a receiving transaction on page 80 Click the button The Details field opens a detail screen which contains information about the item in the line of the receiving transaction that you have highlighted The information in the detail window cannot be edited Click the button Ordering receiving and transferring inventory 45 The Partial field saves the items and information you have added to the receiving transaction but does not complete the transaction You can open the receiving transaction again and add additional items to it The Revd TD field displays a total of the item received For information about receiving a partial shipment see Receiving a partial order on page 79 Click the button Tip To find a PLU click in the PLU XREF field and press the F12 key The PLU Search window appears
238. o log on to a POS terminal From the Authority Level drop down list select a level that can be used to define the tasks the employee can perform using POS terminals and Store Manager Complete the following password fields e Password Type up to six characters that the employee will use to sign on to the POS terminal and sign on to Store Manager e Verify Password Type the same password you typed in the Password field e New Password Required To requite the employee to change the password at initial sign on check this check box Beside either Hourly Rate or Weekly Salary click the applicable radio button and then in the corresponding field type an amount Click Save Deleting employee records Use this procedure to delete an employee s record from the Store Manager database To delete an employee record 1 2 3 4 On the Main Menu window click Administration Click Employee Maintenance On the Employee Maintenance window click Display All Click the employee record you want to delete and then click Delete A message appears prompting you to confirm the deletion 105 Store Operations 106 5 Click OK Changing user authority levels There are six authority levels that you can assign to an employee Zero is the lowest level five is the highest level You assign an employee an authority level when you set them up in the Employee Maintenance window and you can change the authority level later in
239. o specify specific adjustment types click the Adjustment Transaction Type and select a adjustment type from the list 4 To clear the information and make new selections click Reset Criteria Click Generate Report The report appears 175 Working with Reports Inactive PLU report 176 The Inactive PLU report provides summary information about PLUs that have been inactive for the period beginning on the date you define You can also define the items to be included on the report To generate the Inactive PLU report 1 On the Report menu click Inactive PLU The Inactive PLU Report Criteria window appears 2 To specify the report period do one of the following To include inactive PLUs from the date you enter to the current date click the button beside the Inactive Since field to open the pop up calendar Select a date in the calendar and click OK Alternatively type a date into the field To include inactive PLUs during a defined range of dates click the button beside the Sold Between field to open the pop up calendar Select a date in the calendar and click OK Alternatively type a date into the Date fields 3 To define a range of items click the PLU fields and type a PLU number into the fields 4 Do one or more of the following to include in the report To select the category to which the items belong click the Category drop down list and select a category from the list To select the department group to w
240. ock in out time entry information to be exported select the Allow Export of Unconfirmed Clock Time Entries check box To allow all of the clock in out entries for a week to be confirmed with the Confirm All button in the Payroll Clock In Out Summary window select the Allow Confirm All for Clock Time Entries check box To disable the Confirm All button in the Payroll Clock In Out Summary window clear the Allow Confirm All for Clock Time Entries check box In the Round Clock Time To box enter a number from 1 60 If you do not want the times rounded enter 0 This field defines the increments of an hour an employee s actual work time is rounded up to For example assume an employee actually works 1 hour 20 minutes If you type 15 into this field the Store Manager rounds the employee s work time to 1 hour 30 minutes In the Display Total Worked Hours Style box choose how hours display in the Total Worked fields in the Payroll Clock In Out Summary window the Payroll Clock In Out Detail window and on printed payroll reports Note You can define the selections that appear in this list in the Code Table Maintenance window Display by Decimal and Display by Hrs Mins are the current default displays methods To add other display methods In the Display Worked Hours as field enter text that appears after the hour portion of the time in the Total Worked fields in the Payroll Clock In Out Summaty window the Payroll Clock In Out
241. ol during a specific period of time To generate the Period Sales report 1 On the Report menu click Period Sales The Period Sales Report Criteria window appears 2 To specify what is included on the report do the following For specific PLU in the report click the PLU field and type a PLU For user defined categories click User Category1 3 fields and type user categories For vendor for the items click Vendor and select a vendor from the list For a specific year click Year and type a year For a specific period click Period and type a period For specific user defined flags click one or more flag 3 To generate a report click Buyer Spreadsheet or Buyer Comparison Working with Labels This section describes how to format and print standard and customized price stickers and shelf labels This section covers the following topics Enabling label use in Store Manager on page 181 Working with standard labels on page 181 Working with designed labels on page 186 Enabling label use in Store Manager You can use Store Manager to create and print standard shelf labels and price stickers and custom designed labels Use this procedure to specify which of these types of labels your store will use To enable the use of labels in Store Manager 1 2 3 4 On the Main Menu click Parameters Setup On the Parameters Setup Menu click Label Parameters On the Label Parameters Menu click General Label
242. olumn The records are sorted in ascending order of the values in that column To reverse the order click the same column heading again or to sort by another set of values click a different column heading Sorting records by more than one set of values Use this procedure to sort records first by the values in one column and then within those values by the values in one or more additional columns You can also specify whether records are sorted in ascending or descending order for each column you include in the sort order To sort records by multiple values 1 On the selection window listing records you want to sort click Sort The Set Sort Order window appears The Source Data section at the left of the window lists the columns you can include in the sort order The Order By section on the right lists the current sort order that is in effect 2 From the Source Data section click a column by which you want the records sorted and then drag it to the Order By section 3 Repeat this for each additional column you want to include in the sort order 4 Inthe Order By section do any or all of the following e To adjust the sequence of the sort order click the first field by which you want to sort and drag it to the top of the list and if necessary click and drag additional columns below the first column until the columns are in the order you want e To sort any column in descending order click the corresponding Ascending check box to
243. omer The Customer Menu appears 3 Click Customers The Customer Selection window appears with a list of currently defined customers Click New The Customer Maintenance window appears In the Customer field type up to 14 digits to identify the customer 4 5 6 Inthe Last Name and First Name fields type the customer s name 7 Inthe Title field select a title for the customer 8 Click Save and then click Exit For information about working with additional information for the customer refer to the following sections e To record demographic information about a customer see Recording customer demographic information on page 114 e To complete information about the customet s loyalty points see Working with customer loyalty programs and points on page 115 e To complete additional information about the customer see Recording extended customer information on page 116 e To view information about the customer s discounts see Viewing customer discounts on page 115 113 Store Operations Recording customer demographic information Once you have added a customer record you can use this procedure to record demographic information about the customer To record demographic information 1 On the Main Menu click File Maintenance 2 Click Customer The Customer Menu appears 3 Click Customers The current list of customers appears 4 Select a customer and click Open The Custo
244. on about completing a transfer see Completing a transfer on page 84 Click the button 29 The Void field voids the completed transfer You cannot void a transfer until you have completed it For information about voiding a transfer see Voiding a transfer on page 84 Click the button 30 Click Save and then click Exit Transferring inventory in and out by the case You can use the transfer by case function to record the receipt of items in your store that are shipped in cases only When you create a new transfer it has a status of pending For information about completing a transfer by case see Completing a transfer on page 84 In the following steps you must enter information into the Inventory Transfer by Case window Items that you receive into your store or ship from your store through a transfer by case are not added to or deleted from your on hand inventory You must perform an inventory adjustment to have the Store Manager reflect the movement of these items For information about performing an inventory adjustment see Adjusting the on hand inventory quantities on page 94 To create a transfer 1 On the Main Menu click Inventory Ordering receiving and transferring inventory De ops oy ws 10 11 12 13 14 15 16 17 18 19 Click Store Transfer Click the Transfer In By Case tab or the Transfer Out By Case tab Click New The Txn Num field defines the u
245. on page 136 Note To void a deposit it must be performed on the same business day To void a deposit 1 On the Main Menu click Cash Management Click the appropriate Safe O lick Safe Deposit Click Display All The pending completed deleted and voided deposits appear in the window wwo amp a Click the deposit you want to void and then click Open The Safe Deposit Maintenance window displays the deposit information D Click Void The deposit s status changes to voided 7 Click Exit Viewing details of a deposit into the safe You can review the information you entered into a safe deposit transaction regardless of its current status Voided deposits remain visible in the Safe Deposit Selection window To view the details of a deposit 1 On the Main Menu click Cash Management Click the appropriate Safe Click Safe Deposit Click Display All The pending completed deleted and voided deposits appear in the window AE E ks Click the deposit you want to review and then click Open The Safe Deposit Maintenance window displays the deposit information 137 Cash Management 138 To complete the Safe Deposit Maintenance window l 10 11 12 13 14 The Txn Num field defines a unique number that identifies the deposit transaction This number is a counter that reflects the number of tender management transactions for example pickups and balances that have been perfo
246. ons for example pickups and balances that have been performed This is not the transaction number that is recorded on the TLog The number in the T Log Num field in this window is recorded as the transaction number in the TLog No action is requited Store Manager automatically completes this field with the next available number when you save the pickup transaction The T Log Num field defines the unique number that identifies the pickup transaction in the TLog No action is requited Store Manager automatically completes this field when you complete the pickup To define the cashier or register that the tender is being picked up from type a cashier or register number in the Register field Your head office uses the Configurator to define whether pickups are performed by the cashier or register Note that the field name reflects the setting The Txn Status field indicates the pickup transaction s status pending completed deleted or voided No action is required Store Manager automatically completes this field The Operator field displays the employee number of the person that processes the pickup transaction No action is required Store Manager automatically completes this field with the employee number of the person who last dealt with the transaction The Txn Date field contains the date on which the pickup transaction is created No action is required Store Manager automatically completes this field with the system date of t
247. ore Manager searches for new electronic documents sent from your head office in the Elec Doc Search Interval minutes field type the number of minutes between searches To determine how often the server requests the status of each POS terminal in the Status Refresh Time seconds field type the number of seconds between requests In the Maximum Rettieve Threshold field type the maximum number of records that can be retrieved from a table and displayed in a selection window To configure the generation of unique PLUs l 8 9 Beside Unique PLU Generation to define whether or not a unique PLU is generated whenever Generate Unique PLU is selected on the PLU window do one of the following e Ifa unique PLU is to be generated check this check box and then proceed to step 2 e Ifa unique PLU is not to be generated leave this check box unchecked and proceed to step 6 In the Leading Digit field type the number that will be used as the first character for each unique PLU that is generated In the Merchant ID field do one of the following e To specify the merchant ID that will follow the leading digit for each unique PLU that is generated type up to five characters of the merchant ID e Ifyou do not want the merchant ID to appear in the PLUs leave this field blank In the No of Digits in Sequence field type a number defining the length of the sequence portion of the PLUs The sequence number follows the merchant ID and
248. ormation Use this procedure to record additional information for a customer using extended fields To record extended customer information 1 On the Main Menu click File Maintenance 2 Click Customer The Customer Menu appears 3 Click Customers The current list of customers appears 4 Select the customer whose loyalty program points you want to view and then click Open The Customer Maintenance window appears au Click the Extended Fields button The Extended Customer Fields window appears 6 Beside the Extended Field for which you want to record the customet s information click in the Value field 7 Do one of the following e If the field does not contain a drop down button type the customer s information e If the field contains a drop down button select an option from the list e Ifan option matching the customer s information is not listed follow the procedure for Adding and changing extended field options on page 17 and then return to the Extended Customer Fields window and select the option you just added 8 Click Save Deleting customer records If you delete a customer s record it is no longer available at the POS terminal or for any reports that access the customer table The next time a cashier is prompted for the customer s information they will have to re enter it To delete a customer record 1 On the Main Menu click File Maintenance 2 Click Customers 3 Click the custome
249. ory items on an ongoing basis For example if you are running a liquor store you would service a number of hospitality type customers with the same products every week Items in the order typically do not change except for minor adjustments to the quantities required Store Manager provides a feature for maintaining an order guide and an order entry screen to process repeat orders The order guide allows you to create a specific standing order for each customer that pre orders product The order entry screen allows you to create a new order using the pre defined order list and view the current selling prices for that customer You can also see on hand quantity and on order quantity for each product in your store Once complete the order acquires a pending status for payment processing at a later date typically when the customer picks up their merchandise Before you can set up an order guide for a customer you must complete the following e Create a record for the customer e Ensure that the price level value is set to 1 in the Customer Maintenance window on the Loyalty Points tab This applies any discount schemes the customer may be entitled to such as discounts for bulk purchases e Create an order guide and link it to the customer Note You may create several order guides for one customer to reflect seasonal or other variations in their ordering To set up a customer to use the order guide feature 1 Onthe Main Menu click
250. our store You can define the selection of ship via types that appear in this drop down list in the Code Table Maintenance window If you click Ship Via Required in the Inventory Parameters Maintenance window you must complete this drop down list Click the drop down list and select a ship via type from the list The Carton Count field defines the number of cases included in this transfer Type a number into the field The Vendor field defines the vendor of the items included in the transfer You must complete this drop down list before you can add items to the transfer Click the drop down list and select a vendor from the list The To From Store field defines the store from to which the items are being transferred You must complete this drop down list before you can save or complete the transfer The selection of stores that appears in this drop down list comes from the Stores table Click the drop down list and select a store from the list The Hash Qty field defines the total number of cases that the store expects to ship or receive in this transfer Type a number into the field The Reason Code field defines the reason the transfer of items is being performed You can define the selection of reasons that appears in this drop down list in the Code Table Maintenance window Click the drop down list and select a reason from the list The Note field defines any notes regarding the transfer Type an alphanumeric string up to 40 characters long
251. ow Click the loan you want to complete and then click Open The POS Loan Safe Maintenance window displays the loan information Click Complete The loan s status changes to completed Click Exit Performing a loan float Modifying a loan You can only modify a pending loan Once you have entered the final information for a loan you can complete it For information about completing a loan see Completing a loan on page 126 You cannot modify a completed loan To make a change to a completed loan you must void it and create a new one For information about voiding a loan see Voiding a loan on page 127 To modify a pending loan 1 On the Main Menu click Cash Management 2 Click the safe with the loan 3 Click POS Loan The pending completed deleted and voided loans appear in the window 4 Click the loan you want to modify and then click Open The POS Loan Safe Maintenance window displays the loan information i Change the fields in the window as appropriate 6 Click Save and then click Exit Voiding a loan You can only void a completed loan and it must be voided on the same Business Day Voided loans ate visible in the POS Loan Selection window They cannot be modified and they do not affect the cashier s or register s system tender amount during balancing of the safe s contents Amounts are subtracted from and added to the safe For information about completing a loan see Completin
252. pe of print queue you want to print click either Price Stickers or Shelf Labels The Print Queue Selection window appears Working with standard labels Click the queue you want to print and then click Open The Print Queue window opens for the selected print queue Click Print A message appears prompting you to confirm printing Complete the print dialog and then click OK To close the Print Queue window and return to the Print Queue Selection Window click Exit Deleting label print queues Use this procedure to delete a label print queue that is no longer required To delete a label print queue 1 2 On the Main Menu click Labels Maintenance To specify the type of print queue you want to delete click either Price Stickers or Shelf Labels The Print Queue Selection window appears Click the queue you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Printing individual labels Use this procedure to print individual shelf labels or price stickers To print individual labels l 2 3 4 10 On the Main Menu click Labels Maintenance Click Individual Labels The Individual Label Print window appears From the Label Type drop down list select the type of label you want to print If you are printing more than one individual label to specify the format that will be used by default for the labels you are printing do one of the following e To
253. pecify which days of the week to include within the report period click one or more Sun Sat To defines the time increments used to accumulate and report sales information click Time Increment and select an increment hour 1 2 hour To clears the information and make new selections click Reset Criteria Do one of the following e To view the summary report click Generate Summary Report The summary report appeats e To view the average report click Generate Average Report The average report appears 165 Working with Reports Balance report The Balance report contains information indicating if a cashier is balanced over or short To generate the Balance report 1 On the Report menu click POS Balance The Balance Report Criteria window appears 2 Choose one of following e To include over short information about specific tenders click Summaty e To include total over short amounts for each day in the week click Detail e To include total over short amounts for each day in the week click Variance 3 To specify the report period choose one of the following e For today s date click Current Business Date e For yesterday s date click Previous Business Date e Fora specific report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK 4 To specify how much balance information to include on the report choos
254. ped as objects in the Command Buttons category Similarly the names of the menus appearing on the Customer Menu Window are grouped as objects in the Menus Windows category To change text using the Translation window 1 On the Main Menu click Administration 2 On the Administration Menu window click Translation The Translation window appears 3 Beside Not Translated Text Only do one of the following e To work only with text that has never been changed from the original text check this check box e To work with all text regardless of whether or not it has ever been changed leave this check box unchecked Customizing customer display messages To specify the type of text you want to change do one of the following e To view all available text that can be changed click Translate All Objects The complete list of text you can change appears e To view all available text for an the entire category in the Category field select a category Menu Windows and then click Translate Sel Category The list of text you can change for the category appeats e To view the available text for a specific object only in the Category field select a category Menu Windows and in Object field select the object containing the text you want to change Customer Menu Window The list of text you can change for the object appears Note Any changed text appears below Translated Text Click the row for any additional text you want to c
255. ppears containing summary information for all employees 3 Click Start of Week or End of Week to locate the appropriate week s information 4 Click the employee whose time you want to review in detail and then click Open The Payroll Clock In Out Detail window appears contain clock in out details for the employee Editing clock in out entry If the clock in out times for this employee are not accurate you can edit the entry in the Payroll Clock In Out Detail window You can edit the employee s clock in date and time clock out date and time and the reason the employee worked Every employee must have clock in and clock out times for each day in the week If an employee clocks in but does not clock out the hours worked for that day is calculated to be 0 Tip The information in any of the fields you edit is displayed in red To edit a clock in out entry 1 On the Main Menu click Payroll 2 Click Clock In Out Adjustment The Payroll Clock In Out Summary window contains summary information for all employees 109 Store Operations 110 10 Tip You can add a new clock in out entry for an employee by selecting an employee in the Payroll Clock In Out Summary window and clicking New Click Start of Week or End of Week to locate the appropriate week s information Click the employee whose time you want to review in detail and then click Open The Payroll Clock In Out Detail window appears contain clock in
256. ppears under File List Do one of the following e To create a new folder in which to save the report click Folder type the name of the folder and then double click the folder name Note To create sub folders within the folder you just created repeat the steps above e To use an existing folder under File List double click a folder Under File Name type the name for the export file Under File Type select the type of file you want to create If you want to include the column headings and the report title in the export file click Including column headings Click Export E mailing reports Use this procedure to send generated reports as e mail attachments Note To e mail reports you must have a compatible e mail system and your Store Manager must be configured to use this option To e mail a report as an e mail attachment 1 2 3 10 Generate the report as described in Generating reports on page 151 Click Send The Export Send Report dialog appears Under Drive select the location of the disk where the attachment will be saved The current list of available folders you can use appears under File List Do one of the following e To create a new folder in which to save the attachment click Folder type the name of the folder and then double click the folder name Note To create sub folders within the folder you just created repeat the steps above e To use an existing fo
257. r amount To define the amount of the selected tender type an amount including the decimal places in the Lump Sum Batch field To select a tender click the tender in the Tender field The Total Lump Sums field displays the total of the lump sum amounts that you enter in the Lump Sum Amount field No action is required Store Manager automatically completes this field The Total Denominations field displays the total of the amounts that you enter in the Amount field when you enter amounts by denomination Your head office uses the Configurator to define denominations for a tender If no denominations are defined for the tender the denomination fields are not available Click the Denomination button in this window to enter amounts by denomination No action is required Store Manager automatically completes this field To change the balance status to complete click Complete To change the balance status to void click Void This button is only enabled if the pickup status is complete Note A balance can be voided on the same business day only Click Save and then click Exit 135 Cash Management Depositing tenders into the safe Your head office uses the Configurator to define the tenders that are eligible to be deposited Entering a new deposit into the safe A new deposit has a pending status until you complete it You can modify the amounts in a pending deposit transaction Pending deposit amounts are not appl
258. r guide maintenance window The list of items is automatically redisplayed in the new sort order Clicking on the same column again toggles the sort between descending and ascending order The sort order for a specific order guide is maintained in the picking list report and pending transaction 71 Inventory Management Item numbers are automatically sequenced by default You may manually renumber the sequence Entering an order from an order guide When you choose the option to enter an order from a defined order guide the order entry window displays items from the order guide according to the item sort order defined for the guide You can specify a pickup date and enter item quantities as required When all order items have been entered you can print a picking list from the order You can use the search feature in the summary window to look for a specific order by searching on any of the following fields Customer Customer Name Status or Guide ID You can then choose an existing order from the list of orders displayed in the window You can also generate a new order entry or delete an existing one from the selection window To enter an order from an order guide 1 Onthe Main Menu click File Maintenance 2 Click Customer The Customer Menu appears 3 Click Order Entry The Selection window appears 4 Once you have identified the required order guide click New to add a new row to the list The order items appear from
259. r information about completing a transfer see Completing a transfer below Click the button 24 The Void field voids the completed transfer You cannot void a transfer until you have completed it For information about voiding a transfer see Voiding a transfer on page 84 Click the button 25 Click Save and then click Exit Completing a transfer An inventory transfer has a status of pending until you complete it You cannot modify a transfer after you complete it To complete a transfer 1 Create a new transfer or open a pending transfer 2 Click Complete A dialog box appears prompting you to confirm if you want to complete the transfer 3 Click OK The dialog box closes The transfer s status changes to complete Printing a transfer report You can print a transfer report containing the information from the transfer displayed in the Inventory Transfer by PLU window or the Inventory Transfer by Case window The Transfer report is linked to the report template designer You can use the report template designer to alter the appearance and layout of the Transfer report To print a Transfer report 1 Create a new transfer or open a pending transfer 2 Click Report The Transfer report is displayed in the report window 3 Click Print A dialog box appears prompting you to confirm the printing 4 Click OK Store Manager prints the report on the printer defined as the default printer and the report remains
260. r of the Electronic Journal Viewer s window tells you the approximate location of the visible transaction in the journal file For example Line 1 of 599 indicates that the transaction is at the beginning of the journal file Working with journal files Searching for transactions in a journal Once you have opened a journal file you can view and print the transactions in it You can scroll through all the transactions in the file one at a time or enter search criteria and search for specific transactions To view transactions l In the middle of the Electronic Journal Viewer click and drag the scrolling bar to the top of the window to display the first transaction in the journal Use the Search fields on the right side of the viewer s window to define the criteria for the search Note The viewer searches the journal file up to the beginning of the file or down to the end of the file from the transaction currently displayed in the viewer and stops If the viewer searches down from a transaction in the middle of the file to the end it will not automatically resume searching from the beginning of the file to the middle Click the arrow buttons on the scroll bar to scroll from transaction to transaction Tip You can narrow down your search by selecting more than one search criteria The viewer searches for transactions that match all of the criteria To perform a journal search 4 Under Sea
261. r record you want to delete and then click Delete A message appears prompting you to confirm the deletion 4 Click OK 116 Working with information for other stores Working with information for other stores Use these procedures to add view and maintain information about other stores in your organization Adding and changing store records To add or change a store record 1 2 3 9 10 On the Main Menu click File Maintenance Click Stores The current list of stores appears Do one of the following e To adda new store record click New e To change a store record select the store and then click Open The Store window appears displaying the store information Complete the store identification information as follows e Store Number Type up to four digits to identify the store in Store Manager e Store Name Type the name of store e Address Type the stores street address e City Type the name of the city in which the store is located e District Number Type a number to indicate the district in which the store is located e State Province Select the state or province in which the store is located e Zip Postal Type the store s zip code or postal code In the Contact 1 and Contact 2 fields type the names of the store s first and second contacts In the Account Number field type the store s account number In the Phone and Fax fields type the store s telephone and fax numbers The br
262. r regular customers and another price for book club members e Qty Pricing If this item is eligible for special quantity pricing select this check box For example if soda is eligible for quantity pricing a single can of soda a 6 pack of soda and a case of soda have different prices e Link Item If the item is linked to other items select this check box The Link Item table is checked each time the cashier enters this item into a transaction For example a package of skis poles boots and bindings could all be linked to one PLU called Ski Package e Coupon Item To define an item as a coupon select this check box If the item is a coupon it returns a negative price when the cashier enters it into a transaction e Scale Item If this item must be weighed when the cashier enters it into a transaction select this check box e Use Dept To ensure that the item uses the options defined for the department in which it belongs select this check box Leave the check box unchecked if the item should use the options defined in this window for taxes itemizers discounts returns and scale item Note The Match Mfg and Gen Coupon check boxes are not configurable in the Store Manager To define the types of transactions in which this item can be used check the applicable check boxes under Allow as follows e Sale sale transactions e Exchange exchange transactions e Returns return transactions e Rtn w o Rept return tra
263. rch Direction choose one of the following to search e from the current transaction to the first transaction click Up e from the current transaction to the last transaction click Down Under Search Method you can refine the search e To include spaces click Include Spaces The search looks for an exact match including the spaces in the text you type in the Search for Text field e To exclude spaces click Exclude Spaces Under Search Criteria choose one of the following to search e by transactions date click Date Click the adjacent drop down list and select an option from the list Click the field adjacent to the drop down list and choose a date from the calendar pop up window e by transactions time click Time Click the adjacent drop down list and select an option from the list Type the time using the 24 hour clock in the field adjacent to the drop down list e by the cashier click Cashier Number Click the adjacent drop down list and select an option from the list Type the cashier number in the field adjacent to the drop down list e by transactions numbers click Transaction Number Click the adjacent drop down list and choose an option from the list Type the transaction number in the field adjacent to the drop down list e by transactions that contain captured signatures click Signature Present for the Transaction To specify the text that must be present in the transaction for a match type your search text in th
264. re s safe Store Manager updates the system amounts for the store s safe whenever you complete a tender ger up y y management transaction You can review these figures and print a report from the Safe Contents window You cannot edit the information in the window it is for information only To access the Safe Contents window 1 2 3 On the Main Menu click Cash Management Click the safe that you want to view Click Safe Content 147 Cash Management To print the Safe Content report 1 Dr 3 Click Report Click Print Click OK Store Manager prints the report The report remains displayed in the report window Tip The report is linked to the report template designer so you can customize its appearance or export its data to a file for use by another application Viewing detailed safe transactions Store Manager maintains a master record of the completed voided and pending tender maintenance transactions you enter into the Store Manager The list includes detailed information about every tender management transaction including the type of transaction the person who processed it the amount and the date You can review the master record in the Transaction List window you cannot edit the information directly in the window it is for information only To access the Transaction List window 1 2 3 On the Main Menu click Cash Management Click the safe that you want to list the
265. re Manager automatically completes this field with a number after you save the purchase order e The P O Number field defines the unique number that identifies the purchase order You can modify the purchase order number if you have clicked Modify PO Doc Number in the Inventory Parameters Maintenance window No action required Store Manager completes this field e The Vendor field defines the vendor that supplies the items you are ordering You must complete this drop down list before you can add items to the purchase ordet Click the drop down list and select a vendor from the list e The Order Type field defines the type of purchase order you are creating If you click Order Type Required in the Inventory Parameters Maintenance window you must complete this drop down list before you can issue the purchase order You can define the selection of order 63 Inventory Management 64 types that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select an order type from the list The Status field indicates the current status of the purchase order Pending The order has not been issued and can be modified Issued The order is complete and cannot be modified Void The order has been issued and then voided No action required Store Manager automatically completes this field The Note field defines any notes regarding the purchase order Type an alphanumeric string up to 40 characters long
266. reate a new one For information about voiding a balance see Voiding a safe balance on page 145 To modify a pending safe balance 1 Sy OV ope ee oN On the Main Menu click Cash Management Click the safe that you are attempting to balance Click Safe Balance O lick Display All The pending completed deleted and voided balances appear in the window O lick the balance you want to modify and then click Open Change the fields in the window as appropriate Click Save and then click Exit The Safe Balance Maintenance window closes Voiding a safe balance You can only void a completed balance Voided balances are visible in the Safe Balance Selection window but they cannot be modified To void a safe balance 1 D Di art gee BO On the Main Menu click Cash Management Click the safe that you are attempting to balance Click Safe Balance Click Display All The pending completed deleted and voided balances appear in the window C click the balance you want to void and then click Open The Safe Balance Maintenance window displays containing the balance information Click Void The balance s status changes to voided Click Exit 145 Cash Management Viewing the details of a safe balance You can review the information you entered into a balance transaction regardless of its current status Voided balances remain visible in the Safe Balance Selection window To vi
267. res Viewing Configurator parameters 192 Your head office uses the Configurator to tailor the POS Xpress application to meet your specific requirements and to download changes to the server in your store The information that your head office downloads to your store is stored as records in tables It is used by both the Store Manager and the POS Xpress You can use the Store Manager to add information to tables at the store level Although the Store Manager is a store level management tool and the Configurator is a head office tool they can both add or modify the information in some common tables WARNING Because your head office is not notified of the changes that you make to the common tables using the Store Manager it is very important that your head office clearly define the areas for which you ate responsible at the store To avoid entering conflicting information your store or your head office should update the information in each table You restrict access to various Store Manager functions as described in Defining user authority levels on page 102 Both the Store Manager and the Configurator can update the following tables e Employee e Category e Group e Department e Tare weight e ID Code e Vendor e Store e User flag e PLU e PLU cross reference e Quantity and level pricing e Link items e Promotion e Taxes Viewing Configurator parameters Your head office must download three set
268. rmed This is not the transaction number that is recorded on the TLog The number in the T Log Num field in this window is recorded as the transaction number in the TLog No action is required Store Manager automatically completes this field with the next available number when you save the transaction The T Log Num field defines the unique number that identifies the deposit transaction in the TLog No action is required Store Manager automatically completes this field when you complete the balance The Txn Status field indicates the deposit transaction s status pending completed or voided No action is requited Store Manager automatically completes this field The Operator field displays the employee number of the person that processes the deposit transaction No action is required Store Manager automatically completes this field with the employee number of the person who logged into the Store Manager The Txn Date field contains the date on which the deposit transaction is created No action is required Store Manager automatically completes this field with the system date of the computer it is running on The Business Date field contains the current business date Note that this date can be different than the system date Select the reason that you are performing the deposit from safe transaction from the Reason drop down list You define the selection of reasons that appear in this drop down list on the Code Table Mainte
269. ros menu appears Click the button for the macro you want to run A dialog appears showing the progress as each report in the macro is generated and printed When the macro is finished a dialog box appears indicating the macro is completed Click OK Deleting report macros Use this procedure to delete a report macro and remove the macto s button from the Run Report Macro menu Note To delete individual reports from an existing macro without deleting the entire macro use the Remove button as described in Defining report macros on page 156 To delete a macro 1 2 3 4 On the Main Menu click Parameters Setup The Parameters Setup Menu appears Click Report Macro Definition The Report Macro Selection Window appears Click Display All The existing report macros appear in the window Click the macro you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK 157 Working with Reports Working with standard reports This section describes how to generate the standard reports provided with Store Manager It also includes samples of each standard report For instructions on how to display the Report menu see About Store Manager reports on page 151 For general information about what you can do after generating a report see Working with generated reports on page 152 Item Movement report 158 The Item Movement report provides detai
270. rtments 1 Add or open the department for which you want to define taxes and then from the Department window click the Taxes tab For further information see Adding and changing departments The Taxes tab appeats In the Tax Flags section of the tab select the check boxes for the taxes that can be assigned to the itemizers for the department Under Itemizers in the lower section of the tab select the check boxes for the itemizers to be applied to items in this department Beside the selected itemizers select the check boxes for the taxes to be applied to the itemizers applied to the department Defining department printing options Use this procedure to define options for how transaction receipts for items in a department are printed and to define other related options To define department printing options 1 Add or open the department for which you want to define printing options and then from the Department window click the Print Options tab For further information see Adding and changing departments The Print Options tab appears If the regular prices of items in this department are printed on customer receipts select the Print Reg Retail Price check box If receipts are printed on a slip printer when the cashier sells an item in this department click the Print Slip check box and then complete the following fields a Slip Advanced Lines Type the number of lines to advance before printing begi
271. s Once you have defined vendot s SKUs for PLUs you can create purchase orders or receiving transactions using vendor s SKUs to identify items instead of PLUs Before you can link a vendor s SKU to a PLU both the PLU and the vendor must already be defined For information about defining a PLU see Adding and changing PLUs on page 34 For information about defining vendors see Maintaining vendor records on page 58 To add or modify a vendor s SKU record you must enter information into the Vendor s SKU Maintenance window WARNING You can only assign vendor s SKUs to PLUs if you have checked Vv the Maintain Vendor SKU check box in the Inventory Parameters Maintenance window 61 Inventory Management 62 To link a vendor s SKU to a PLU 1 2 3 On the Main Menu click Inventory The Inventory Control Menu window appears Click Vendor SKU Maintenance The Vendor SKU Selection window appears Click New To define the ID number of the item s vendor click the Vendor ID drop down list and select a vendor from the list The Vendor Name field with the description of the vendor displays automatically based on vendor selected Note For information about defining vendors see Maintaining vendor records To define the vendor s unique identification number for the item click the Vendor SKU field and type a number up to 18 characters in length To define the item s PLU type a numb
272. s 102 authority levels 102 withdrawals verification 141 Worksheets Security Setup window 102
273. s 137 voiding 137 designing report template 155 detailed safe transactions viewing 148 details of bank deposit viewing 142 drop down lists adding selections 16 product vendors 58 duplicating purchase order 70 E EJProcessor electronic journal update 120 EJProcessor window 120 electronic journal See also journal files EJProcessor 120 Electronic Journal Viewer 119 patameters 121 Printing Method parameters 122 updating 119 120 opening file 120 printing method parameters 122 searching for transactions 121 selecting a journal 119 setting up 119 updating 119 updating with third party applications 119 EJProcessor 120 electronic journal files See journal files Electronic Journal Setup window parameters 119 Electronic Journal Viewer 120 patameters 121 Printing Method parameters 122 seatch function 121 updating 119 120 employee records adding 104 deleting 105 Employee Selection window 106 end of day function 98 for cleaning up new store system 98 entering balance 132 bank deposit 140 deposit into safe 136 loan 124 new bank deposit 140 new on hand quantities 92 new safe balance 144 on hand quantities after a count 92 pickup from cash drawer 128 safe balance 144 exporting clock in out files to head office 112 clock in out information preparing 109 F final clean up function for opening new store 98 float 124 See also loan Format ID Selection window 182 183 G General Information parameters General Par
274. s a registered trademark of Sun Microsystems Inc JavaScript is a registered trademark of Sun Microsystems Inc used under license for technology invented and implemented by Netscape MaxDB is a trademark of MySQL AB Sweden SAP R 3 mySAP mySAP com xApps xApp SAP NetWeaver and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world POS POS Xpress Store Manager and Configurator are all registered trademarks of SAP All other product and service names mentioned are the trademarks of their respective companies Data contained in this document serves information purposes only National product specifications may vaty These materials are subject to change without notice These materials are provided by SAP AG and its affiliated companies SAP Group for informational purposes only without representation or warranty of any kind and SAP Group shall not be liable for errors or omissions with respect to the materials The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services if any Nothing herein should be construed as constituting an additional warranty SAP Important Disclaimers SAP Library document classification PUBLIC This document is for informational purposes only Its content is subje
275. s appropriate Click Save and then click Exit The Safe Balance Maintenance window closes Tip The Actual fields on the left side of the Safe Balance Maintenance window only display the amounts you enter for balance You cannot edit these fields directly To enter an amount click the tender s row on the left side of the window and enter the amount into the fields on the right side of the window Completing a safe balance 144 A safe balance has a pending status until you complete it You cannot modify a completed balance but you can void it If you find an error in a completed balance you must void it and create a new one To complete a safe balance 1 2 3 4 5 On the Main Menu click Cash Management Click the safe that you are attempting to balance Click Safe Balance Click Display All The pending completed deleted and voided balances appear in the window Click the balance you want to complete and then click Open The Safe Balance Maintenance window displays the balance information Click Complete and then click Exit Balancing the safe Modifying a safe balance You can only modify a pending balance Once you have entered the final information for a balance you can complete it For information about completing a balance see Completing a safe balance on page 144 You cannot modify a completed balance If you need to make a change to a completed balance you must void it and c
276. s field but you can edit the information in it Type a number into the field The Inv Bucket field shows the bucket in which the inventory item is assigned to No action required Store Manager completes this field The Reason field defines the reason the inventory count is being performed You must complete this drop down list if you click Physical Inventory Reason Required in the Inventory Parameters Maintenance window You can define the selection of reasons that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a reason from the list The Department field defines the department to which the items in the list belong The department field is not related to the Department table that you define as part of the product hierarchy Type an alphanumeric string up to 14 characters long into the field The Location field defines the location of the items in the store You can define the selection of locations that appear in this drop down list in the Code Table Maintenance window Click the drop down list and select a location from the list The Inv Date field defines the inventory count date Store Manager automatically completes this field but you can edit the information in it Click the button beside the field to open the pop up calendar window Click a date and click OK Alternatively type a date into the field The Required by field represents the date by which the physical inventory cou
277. s for one or more of the following fields e Department e Vendor e Group e Category e User Flag1 User Flag 6 If you want to define a range within which the price of the items must fall to be eligible for the promotion type the low and high end of the price range beside Price Point If this item is to be excluded from the promotion see Defining exceptions to a promotion Working with promotional pricing 11 12 13 14 15 16 17 In Pricing Method section do one of the following Note If you are defining an exception the values in these fields will be ignored e To reduce the price of promotional items by fixed percentage click Percent Off and then in the corresponding field type the percentage of the retail price by which the promotional price will be reduced e To reduce the price of promotional items by a set amount click Markdown and then in the corresponding field type the amount that will be reduced from the retail price e To set a different price for promotional items click New Price and then in the corresponding field type the promotional price Beside Accumulate if the promotional item s will be associated with more than one promotion or you ate defining an exception to a promotion check this check box Otherwise leave this check box unchecked In the Promo Method Applied To field select a pricing method to be applied to promotional items In the Printing Method f
278. s information which you can view on purchase orders receiving documents inventory adjustments physical inventory and store transfers To view the contents of a log file 1 On the Main Menu click Administration 2 Click Log Files 3 Click the Log File drop down list A list of the three log files appears 4 Click a file The contents of the log file appear in the window Once you have opened a log file you can search through its contents for a text string To search a log file 1 In the Search field type a text string 2 Click Go Store Manager searches through the log file for a match When all the matching information is found the first piece of it is displayed in the window 3 If available to display the next piece of matching information click Next Rebuilding local files Rebuilding local files A file containing the exact content of each of the following tables is created by selecting them in the Local File Rebuild maintenance window PLU PLU Cross Reference Qty Level Pricing Link Items Promotions Departments Regularly scheduled rebuilds are configured in the Configurator Consult the Configurator User Guide for more information Note A parameter download will not occur during a rebuild To perform a local file rebuild 1 2 3 4 On the Main Menu click Administration Click Local File Rebuild On the Local File Rebuild window click the check boxes beside the files that yo
279. s of parameters so that the Store Manager can function properly They are e Register parameters e Tender parameters e Layaway parameters For information about downloading information from the Configurator refer to the Configurator User Guide You can view information about the status of the three mandatory sets of parameters in the Configurator Parameters window This window also displays information about other parameters that are downloaded from the Configurator You cannot edit the information in the window To access the Configurator Parameters window 1 On the Main Menu click Parameters Setup The Parameters Setup Menu window appears 2 Click Configurator Parameters The Configurator Parameters window appears 193 Troubleshooting and Recovery Procedures Viewing log files 194 You can view and search through the contents of three log files Log files allow stores to view and act upon downloaded files during the polling process e xcpt log This log file contains information on errors or general exceptions that have occurred within the application It is mainly intended for debugging purposes e event log This log file is also intended mainly for debugging purposes It contains information on various events occurring within the application or between the application and the server e apply log The apply file log contains operational information from files such as the PLU xref and promo files It also log
280. s the amount of discrepancy between the quantity of the item you expect to send or receive and the quantity of the item that is actually sent or received No action required Store Manager automatically completes this field 25 The Receive All None field determines the default number that the Store Manager enters into the Quantity Received field in this window You can change the value from the default entry made by the Store Manager The field is only available if you click Allow Receive All for Receiving and Transfers in the Inventory Parameters Maintenance window Click All to automatically enter the expected quantity into the Quantity Received field Click None to automatically enter 0 into the Quantity Received field 26 The Report field generates a Transfer report and displays it in the report window on your screen For more information about the Transfer report see Printing a transfer report on page 84 Click the button 27 The Inventory Information field opens the Inventory Information window The window contains information about the item in the line of the transfer that you have highlighted The item in the highlighted line must be inventory controlled For more information about the Inventory Information window see Viewing inventory information on page 86 Click the button 28 The Complete field completes the transfer You cannot modify a transfer after you complete it The transfer s status becomes complete For informati
281. s within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount The Total Lump Sums field displays the total of the lump sum amounts that you enter in the Lump Sum Amount field No action is required Store Manager automatically completes this field If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount To change the pickup status to complete click Complete To change the pickup status to void click Void This button is only enabled if the pickup status is complete Note A pickup can be voided on the same business day only Click Save and then click Exit Tip The Amount boxes on the left side of the window only display the amounts you enter for the pickup You cannot edit these fields directly To enter an amount click the tender row on the left side of the window and enter the amount in the fields on the right side of the window Balancing a cash drawer Balancing ensures the amount of tender in a cash drawer matches the tender that should be there based on the sales and other transactions at the POS t
282. ssssssessssrsessssees 82 Completing A tranistet sarron a tides A RA REVENO 84 Printing a transfer Peportciic sissies site dha ode s 84 NV oidin a trans ier erna tine ETR A Gaal ides 84 Viewing inventory infot MAON sereias aE A R 86 Uploading inventory information to the corporate office wees 89 Performing a physical inventory Count wees esseseesessesessessesseseseessssesneseees 90 Printing a countsheet 4 7c ait ada va arava 90 Maintaining inventory shelf location codes sss ssssssssssssssresssssesssreesssreesssee 90 Adjusting on hand inventory quantities sses sssessssssesssssesssreesssrstesssensnneessnrrssssee 92 Adjusting the on hand quantities after a COUNE wissen 92 Creating an inventory count PLU list 0 2 Entering new on hand quantities 92 Adjusting the on hand inventory quantities 94 Controlling inventory packages ccc 595 About controlled inventory transport permits oo 96 Store Operations Opening and closing the StOLe wcccccecseceeesseeseseesesseseeeseeseesessesesesseeaseeseneeees 98 Opening the store Closing the Store nsona a a ted Preparing to use Store Managet in a NeW Stofe ssss sssssssssrisssssesssrressrresessee 98 Managing POS terminals aeie E a E E A ER 100 Opening and closing POS terminals ssssssssssssssssesssssesssrresssrresssreessrsesssseee 100 Chapter 8 pening POS tenminals ick Aenea ieee Closing POS t riniinals aaneen nenn Monitoting POS terminals sanini A
283. stock on hand for the item using the Minimum Stock on Hand field in the Inventory Control tab of the PLU Maintenance window e Max Stock Qty This field contains the maximum on hand quantity of the item The maximum stock amount is used to generate a suggested order You can define the maximum stock on hand for the item using the Maximum Stock on Hand field in the Inventory Control tab of the PLU Maintenance window e Quantity On Hand This field contains the current on hand quantity of the item in your store Store Manager maintains a perpetual count of the item s on hand quantity including sales receiving and transfers e Qty Preissued This field contains the quantity of the item that is currently reflected on pending purchase orders Store Manager maintains this value automatically e Qty On Order This field contains the quantity of the item that is currently reflected on issued purchase orders Store Manager maintains this value automatically e Last Sold Date This field contains the most recent date on which the item was sold Store Manager maintains this value automatically e Last Returned Date This field contains the most recent date on which a customer returned the item to the store Store Manager maintains this value automatically e Last Ordered Date This field contains the most recent date on which your store issued a purchase order containing this item Store Manager maintains this value automatically
284. summary sales information Once you have generated the Sales report you can generate the Sales Analysis report that provides additional detail about the information on the Sales report To generate the Sales report and the Sales Analysis report 1 On the Report menu click Sales The Sales Report Criteria window appears 2 To specify the report period choose one of the following e Ifyou want the report period to be for today s date click Current Business Date e If you want the report period to be for yesterday s date click Previous Business Date e To select a range of dates for the report period click Period and type a date range in the fields or click the button beside the fields and select a date from the pop up calendars Click OK e If you want the report period to be for a selected week click Week Ending and type the date of the end of the week in which you want the report or click the button beside the field and select a date from the pop up calendar Click OK 3 To specify how much sales information you want choose one of the following e To include sales information for the entire store click By Store e To include sales information for a single register click Register e To include sales information for a group of registers click Register Group e To include sales information for all registers click All registers 4 To generate the Sales report click Generate Report The following table co
285. t designed labels for selected PLUs Defining designed label layouts 186 Use this procedure to define the size shape margins and other attributes of designed labels To define designed label layouts 1 On the Main Menu click Parameters Setup 2 Click Label Parameters 3 Click Designed Labels Layout Definition The Design Labels Selection Window appears 4 Do one of the following e To create a new layout click New e To modify an existing layout select a layout and then click Open The Design Label Definition window appears 5 To identify the label e Inthe Label Number field type a unique label number e Inthe Description field type a description of up to 40 characters 6 To define the size of the label e Inthe Width field type the number of inches in width for the label e Inthe Height field type the number of inches in height for the label 7 Beside Sheet to define the type of paper used to print the labels do one of the following e If individual sheets are used check this check box e If continuous feed paper is used leave this check box unchecked 8 To define the number of columns and rows and the space between them complete the following fields e Columns Type the number of columns of labels per sheet e Column Space Type the number of inches up to 3 decimal places between each column of labels e Rows Type the number of rows of labels per sheet e Row Space Type the number of inches up to 3 dec
286. t the criteria used to generate the report click Show Criteria On the report window for the report you want to print click Print The Print Options dialog appears indicating the default printer on which the report will be printed To modify how the report will be printed do one or more of the following e To use a different printer or to change how the printer is set up click Printer e To print more than a single copy in the Copies field type the number of copies you want to print e To select which pages will be printed under Page Range select All Pages Current Page or Selected Pages If you select Selected Pages complete the corresponding field using the instructions shown on the dialog e To print only even or odd pages beside Range Includes select an option e To direct the print output to a print file check the Print to File check box e Ifyou are printing more than one copy to print all copies of each page together uncheck the Collate Copies check box Working with generated reports 4 Click OK Previewing reports Use this procedure after you generate a report to view a sample of how it appear when you print it To preview a report 1 2 Generate the report as described in Generating reports on page 151 Click Preview The Report Preview window appears On the Report Preview window you can do any of the following e To switch between portrait and landscape format in the Orientatio
287. tain PLU user flags taxes and itemizers 1 2 3 List the PLUs see Listing PLUs Select a PLU and then click Open On the PLU window click the User Flags Taxes amp Itemizers tab The User Flags Taxes amp Itemizers tab appears Below User Flags in the numbered fields select the user flag options to which the item belong For additional information see Defining user flags and options Below Apply Tax select the taxes to be applied to the item when cashiers enter it into a transaction For additional information see Defining taxes Adding and changing PLUs Below Itemizers to define the itemizers to be applied to the item check up to four itemizers to restrict the tenders that a customer can use to pay for the item You do not explicitly set up itemizers you simply assign itemizers to tenders and to items and if they match the item can be purchased with the tender For example if the tender food stamps has itemizer 2 and PLU 456953545 has itemizer 2 a customer can pay for the item with food stamps If PLU 35687458 has itemizer 1 a customer cannot pay for it with food stamps You can use the Itemizer Taxes 1 4 check boxes on this window to assign taxes to the item based on the itemizer applied to it Your head office uses the Configurator to assign itemizers to tenders Beside each itemizer you selected to define the taxes that are applied to the item select check boxes to assign taxes to the
288. tax is applied to the entire transaction if the transaction amount is higher than the threshold amount Complete the VAT details as follows a Use VAT To make the tax a value added tax embedded in the items price select this check box b Add VAT To Item Price To make the tax a value added tax that should be embedded in the item s price and is not select this check box When the cashier enters the item into a transaction the tax amount is calculated and added to the item s price Note To indicate that the tax is a VAT you must select either the Use VAT check box or the Add VAT to Item Price check box c Sales Report Location If the tax should not appear on Sales reports select No Print If it should appear to define how information about this VAT tax is presented in Sales reports select another option d Print Style To define what VAT information if any is printed on customer receipts select an option Click Save Setting tax print options 28 Use this procedure to define how tax information is printed on receipts and reports using the Print Options tab of the Tax window 1 To define print options for tax descriptions complete the following fields a On Receipt To print the tax description on the customer s receipt even if the tax is not charged select this check box b On Sales Reports To print the tax description on the sales report even if the tax is not charged select this check
289. teps 4 through 6 Click Save 103 Store Operations Maintaining employee records 104 This section provides information about employee management functions available in the Store Manager including adding changing deleting employee records along with changing their access level Adding and changing employee records Use this procedure to add Store Manager records for new employees and to make changes to existing employee file records Note Before you can add employee records you must define the selections for the Employee Type Employee Status and State Province drop down lists on the Employee Maintenance window For more information see Maintaining drop down lists on page 16 To add or change an employee record 1 On the Main Menu window click Administration 2 Click Employee Maintenance The Employee Selection window appears listing all employees who have this store set as their home store or who may be borrowed from other stores Note The Home Borrowed option can be set in the Employee Maintenance section of the Configurator application Additionally in order to display only employees affiliated with your store in the Employee Selection window you will need to set the Show Only Employees For This Store parameter to Yes in the Backoffice parameters section of the Code Maintenance section in the Configurator 3 To maintain an employee do one of the following e To add a new employee file record
290. thdrawal bank deposit using the Store Manager the tender amounts are removed from the safe s contents Your head office uses the Configurator to define the tenders that are eligible for this transaction Note If you are using the non safe option for tender management deposits are made by default into the bank To perform a deposit under the non safe option click Deposit in the Cash Management Menu window For information about the differences between the safe and non safe tender management configurations see Safe and non safe options on page 123 Entering a new safe withdrawal bank deposit A new withdrawal has a pending status until you complete it You can modify the amounts in a pending transaction Pending withdrawal deposit amounts are not subtracted from the safe s contents For information about completing a deposit see Modifying a safe withdrawal bank deposit on page 141 Before you complete the following steps you must define the selections in the Reason Code drop down list if the Reason parameter is set to mandatory Tender verification of non zero tender amounts is required for safe withdrawals if the tenders are marked for verification in the Configurator Verification is enabled in the Configurator by checking the Verify for Bank Deposit check box in the Tender Maintenance window Verification by lump sum is performed after each individual entry verification by denomination is performed after clicki
291. the Design On button to appear 102 Employee management 4 5 Under Function Description click Report Export and then in the Authority Level field select a minimum authority level required for the Export button to appear Click Save Defining cash management authority levels Cash management authority levels are assigned separately from all of the other features that require a security setup You can define view and update authority levels for each safe and each applicable transaction type Once the setup is complete it is exported from Store Manager applied by the Xpress Server and then can be downloaded to the POS terminals Note Each safe is configured separately in the Configurator application You can have access to up to five safes To assign authority levels for cash management 1 2 On the Main Menu click Parameters Setup On the Parameters Setup Menu click Cash Mgmt Security The Cash Management Security Setup window appears In the Safe field select the safe for which you want to set authority levels Under Transaction Option select a transaction or option In the Update Level field select the minimum authority level required to perform the transaction ot option In the View Level field select the minimum authority level required to view information in the corresponding window For each of the remaining transaction and option for which you are defining authority levels repeat s
292. the difference between the actual balance amounts you enter into the fields on the right side of the window and system amounts This field is not visible if your head office has used the Configurator to enable blind balancing Store Manager compares the actual amount with the system amount and alerts you if they do not match No action is required When you click Balance in this window the Store Manager automatically completes this field with the difference between the actual and system amounts The Total Tenders field displays the totals of the amounts in the Amount field No action is required Store Manager automatically completes this field The Lump Sum Denomination button allows you to switch between entering the lump sum amounts or denominations If you are entering the balance amount by denomination the tender denominations are listed in this field Your head office uses the Configurator to define denominations for a tender If no denominations ate defined for the tender the denomination button is disabled Use the Denomination button on this window to enter amounts by denomination Once in denomination mode the button s label changes to lump sum Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smalle
293. the item is to be printed on the receipt and e the taxes defined on the PLU window for the underlying item are to be applied In the Department field select the department to which the item as it is defined in the package is associated Beside Tax1 Tax 16 do one of the following e If you checked the Use Parent check box check the check boxes corresponding to the taxes that are to be applied to the item e If you did not check the Use Parent check box to apply the taxes defined for the underlying item on the PLU window leave these check boxes unchecked Click Save Do one of the following e To add another item to the package click New and return to step 4 e To return to the Link Item Selection window click Exit Deleting linked items and packages Use this procedure to delete an individual item from a package Note If you delete all the items from a package the package definition is also deleted but not the PLU that represents the package 1 2 3 46 On the Main Menu click PLU Management Click Link Items and then Display All The list of linked items appears Click the item you want to delete and then click Delete A message appears prompting you to confirm the deletion Click OK Working with pricing schemes Working with pricing schemes Quantity pricing schemes define different prices for items based on the quantity of the items that are purchased Level pricing schemes define di
294. the selected order guide and sorted according to the item sort order established with the order guide 5 For each item appearing in the list enter the amount ordered by the customer in the Quantity Ordered field Continue entering the order until all items are entered 6 Click Complete to generate the order Initially the order will be assigned a status of Pending The order can still be modified in this state You can also print a picking list and an Order Guide by clicking the appropriate options at the bottom of the window When the order is converted into a Pending Transaction Sale the status of the order will change to Completed At this point a completed order can no longer be altered nor a picking list printed but you will see an option to print a Pending Transaction Report This report contains final pricing for the transaction including taxes and mix match discounts The option to print an Order Guide will still be available 7 To exit the Order Entry Maintenance window click Exit 72 Ordering receiving and transferring inventory Receiving inventory You can receive inventory into your store by recording the items and quantities in a receiving transaction You can also create and complete receiving transactions using PLUs The receiving transaction compares the actual quantity of items you receive to the quantity you ordered and indicates discrepancies Partial shipments of items can also be received from the same order at
295. third package of golf balls of the same color for free On the Mix Match Maintenance Window the Match PLU check box is checked The Match Price and Sell Price fields for the first 2 packages equal 10 00 The Match Price field for the third item equals 10 00 and the Off field is 100 Buy 2 different items equal to 15 00 and get another different item for free In this scenario if you buy 1 package of white golf tees and 1 package of red golf tees you get a package of blue golf tees for free 48 Working with mix match pricing On the Mix Match Maintenance Window the Unique PLU check box is checked the Match Price and the Sell Price fields equal 15 00 Buy 1 item and get another item of equal or less value for 25 off In this scenario if you buy 1 golf hat you get 25 off a package of golf balls golf tees or another hat On the Mix Match Maintenance Window the Complete MM check box is checked The OP field is gt the second OP field is lt and the Off field is 25 Buy 1 item and get another item of equal or less value for 25 off get an additional item and save 40 get an additional item and save 50 In this scenario if you buy 1 golf hat you get another hat a package of golf balls or tees for 25 off You also get an additional 40 of any other item and another 50 off your next item On the Mix Match Maintenance Window the Complete MM Calculation at Total Time and Discount on Lowest Price check boxes are chec
296. this field To define the amount of the selected tender type an amount including the decimal places in the Lump Sum Batch field To select a tender click the tender in the Tender field The Total Lump Sums field displays the total of the lump sum amounts that you enter in the Lump Sum Amount field No action is required Store Manager automatically completes this field Note If the sum of the Lump Sum Amount column falls within the warning threshold set in the Configurator a message displays warning you that the amount entered is too high You can choose to continue until the total amount reaches the rejection threshold then you must re enter a smaller amount The Total Denominations field displays the total of the amounts that you enter in the Amount field when you enter amounts by denomination Your head office uses the Configurator to define denominations for a tender If no denominations are defined for the tender the denomination fields are not available Click the Denomination button in this window to enter amounts by denomination No action is required Store Manager automatically completes this field To change the status to complete click Complete To change the status to void click Void This button is only enabled if the status is complete Click Save and then click Exit Viewing the contents of the safe Tenders that are picked up deposited loaned and transferred affect the total amount of tenders in the sto
297. tion click New e To add change or delete an item in an existing promotion select the promotion and then click Open The promotion window appears Do one of the following e Ifyou are adding a new promotion proceed to step 5 e Ifyou are adding a new item to an existing promotion click Add and then proceed to step 6 e Ifyou ate making changes to an existing item defined for the promotion click the Next button until the promotional details you want to change appear and then proceed to step 7 e Ifyou ate removing an existing item defined for the promotion click the Next button until the details for item you want to remove appear click Remove and then proceed to step 17 To define the general information for the promotion complete the following fields e Desc Type up to 40 characters to describe the promotion e Effective Date Type or select the date and time on which the promotion comes into effect e Expiry Date Type or select the date and time on which the promotion expires In the Promo Detail field type a number up to eight digits to identify the promotion detail record Below Promotion Criteria do one of the following e To define promotional prices for a single PLU select By PLU in the PLU field type or select the PLU and then proceed to step 9 e To define promotional prices for a group of PLUs select By Merch Type and then proceed to step 8 To define the group of PLUs for the promotion select option
298. tion window 191 servers information window 191 server message log 191 viewing server log 191 setting up electronic journal 119 204 product vendors 58 shelf labels formats 182 183 SKUs 61 linking vendor s to PLU 61 Sort Setup window 13 standard reports 158 stickers and labels parameters configuring 181 store adding 117 closing 98 end of day function 98 opening 98 opening new 98 cleaning up system 98 new store reset function 98 records deleting 117 opening 117 server information 191 transferring inventory 80 Store Administration window 98 100 store close function 98 Store Manager closing store 98 defining system parameters 11 open store function 98 opening new store 98 end of day function for cleaning up system 98 final clean up function 98 opening store 98 security functions 192 Store Transfer by PLU window 80 Store Transfer Selection window 80 Transfer in by Case parameters 83 Transfer in by PLU parameters 80 Transfer out by Case parameters 83 Transfer out by PLU parameters 80 stote s information viewing 117 Stores Selection window 117 suggested order purchase order 66 creating a purchase order from 66 Suggested Order Statistics window 67 system cleaning up for new store 98 T tables records 192 sotting options 13 updating 192 tender balancing cash drawer 132 cash management balance 131 132 133 134 cash drawer See cash drawer float see loan pickup See pickup from cash drawer safe bala
299. transactions for Click Transaction List The Transaction List window has five tabs each listing transactions of a different status Tip You can review and edit an individual transaction by clicking the transaction and then clicking Open The transaction appears in the appropriate tender maintenance window for example Safe Deposit Maintenance window You can use fields in the maintenance window to modify complete or void the transaction Performing a query on safe transactions 148 You can perform a query in the Transaction List window to search for the transaction or transaction type you want to review To perform a query in the Transaction List window 1 2x 3 Click Query The fields at the top of the transactions window are activated Type your search criteria into the fields at the top of the window Click Search The tender management transactions that match your criteria appear in the window You may have to click a tab to see them depending on their status To complete the fields in the Transaction List window 1 To select a tender management function click the Txn Type drop down list and select a type from the list The Txn Date field contains the date on which the transaction is created It does not need to match the business date For example you can create a deposit transaction for the previous day a Click the button beside the field to open the pop up calendar Click a date in the calendar an
300. u want to rebuild Click Start Note The Abort button is active only when a rebuild is in progress You must click the Abort button to stop the regularly scheduled rebuild in order to perform an immediate rebuild in the Store Manager To abort the rebuild process of each file click the Abort button on the Rebuilding Local File pop up window that shows the name of the file being rebuilt and the progress of the rebuild To confirm the abort request click Yes or click No to cancel the request and continue the rebuild process When the local file rebuild is complete the files are saved in the xps txnsave directory 195 Troubleshooting and Recovery Procedures 196 Index Symbols Safe Transaction List window 148 parameters 148 log files 194 seatch 194 viewing 194 A adding employee record 104 selections to a drop down list 16 store 117 vendor 58 adjusting on hand inventory quantities 92 after a count 92 at any time 94 assigning authority levels 102 authority levels assigning 102 cash management 103 changing 106 changing a user 106 to access reports 102 B balance details 146 Balance report 166 balances completing 132 entering 132 modifying 132 reports 132 safe details 146 modifying 145 voiding 145 viewing details 134 voiding 133 voiding for safe 145 balancing cash drawer 131 safe 144 bank deposit completing 141 entering 140 modifying 141 processing 140 viewing details 142 voiding
301. umber that represents the weight or volume of the item b Size Unit Type the unit of measurement of the item For example lbs g oz Note that you can use metric or imperial units Note For information about the remaining check boxes at the bottom right of the window see About the PLU update and change check boxes Click Save About the PLU update and change check boxes The check boxes appearing at the bottom right of the PLU indicate whether or not your head office allows you to use Store Manager to change PLU information and if so whether or not changes to the Department and retail price information have been made as follows Allow PLU Upd If a checkmark appears in this check box changes to some of all of the PLU information can be made at the store level Allow Price Upd If a checkmark appears in this check box changes to the retail price can be made at the store level Allow Dept Upd If a checkmark appears in this check box the department associated with a PLU can be defined at the store level Local Price Chg If a checkmark appears in this check box you have used Store Manager to change the retail price of the PLU Local Dept Chg If a checkmark appears in this check box you have used Store Manager to change the department associated with the PLU Defining user flags taxes and itemizers 36 Use this procedure to maintain information about user flags taxes and itemizers for a PLU To main
302. us of pending until you issue it You can void a purchase order but you cannot modify a purchase order after you issue it Issuing a purchase order makes it available to be converted into a receiving order For information about converting the purchase order into a receiving order see Converting purchase orders into receiving orders on page 73 To issue a purchase order 1 On the Main Menu click Inventory 2 Click Purchase Orders 3 Click Display All The existing purchase orders appear in the selection window 4 Click the purchase order you want to issue and then click Open A dialog box appears prompting you to confirm if you want to identify the items by PLU or vendor s SKU 5 Click a radio button in the dialog box The dialog box closes The Purchase Order window appears 6 Click Issue A dialog box appears prompting you to confirm if you want to issue the purchase order 7 Click OK The purchase order s status changes to issued Printing a Purchase Order report You can print a purchase order report containing the information from the purchase order displayed in the Purchase Order window The Purchase Order report is linked to the report template designer You can use the report template designer to alter the appearance and layout of the Purchase Order report For more information about the report template designer see Designing report templates on page 155 To print a purchase order report 1
303. use the default format defined for this type of label select Use Current Label Format For information about how this option is defined see Defining general parameters for standard label formats on page 183 e To print the item using the format selected for the item in the Labels tab of the PLU Maintenance window select Use PLU Default Label Format In the PLU Number field type or use F12 to select a PLU to be printed on the label and then press Tab The remaining fields are completed automatically If you want to print more than one label for this PLU in the Qty field type a number or use the spin buttons to select a different quantity If you want to use a label format for this item that is different from the one you specified in step 4 from the Format ID drop down list select a format Click Print Label A dialog box appears prompting you to confirm printing Complete the print dialog and then click OK Do one of the following e To print more individual labels for each additional label Click New and then repeat steps 5 through 9 e To return to the Labels Maintenance Menu click Exit 185 Working with Labels Working with designed labels Designed labels allow you to create and print custom price stickers and shelf labels You begin by defining one or more layouts for the designed labels Next you define the type of information that appears on the labels Once those definitions are in place you can prin
304. uses the Configurator to define discounts Only discounts without the Affect Net check box selected in the Configurator are included in this total Total of all figures This figure always balances to the Total Tenders figure Total of all tenders This figure always balances to the Total Accountability figure 5 To generate the Sales Analysis report click View Sales Analysis Report The Sales Analysis report appears The following table contains descriptions of the formulas used to calculate the data in some of the columns Column Formula Net Sales Total gross sales total taxes total reductions to gross Net Merch Sales Total gross merch sales reductions to gross Net Non Merch Sales Note The reductions to gross are the reductions made to merchandise sales Total gross non merch sales reductions to gross Note The reductions to gross are the reductions made to non merchandise sales Non merchandise report 160 The Non merchandise summary report provides totals for sales of non merchandise transactions and non merchandise items Once you have generated the Non merchandise summary report you can generate the Non merchandise detail report The detail report provides detailed information about every non merchandise transaction or non merchandise item To generate the Non merchandise report 1 On the Report menu click Non Merchandise The Non Merchandise Report Criteria window appears
305. where the electronic journal is saved before you can view journal files using the Electronic Journal Viewer Note The Electronic Journal Viewer can also be run stand alone at your head office To set up the electronic journal 1 On the Main Menu click Administration Click Electronic Journal The Journal Search window appears Click Setup The Electronic Journal Setup window appears Type the name and path of the compressed archived journals files in the Journal Dir field Type the name and path of the current day s journal files in the Current Day Dir field OO aR eS To define the location of the previous day s journal files type the name and path of the polling directory in the Polling Dir field 7 To define the text that replaces a signature in the transactions stored in the journal files type an alphanumeric string up to 60 characters long into the Sigstring field Signatures are captured using signature capture devices at the POS terminal 8 Type the number of minutes that represents the frequency with which the system looks for journal files in the polling directory so that it can process them in the Process Timer field You define the polling directory in the Polling Directory field in this window If you do not want the system to automatically look for journal files type a zero 0 in this field Note The Min space req field is not activated in the Store Manager 9 Click Save and then click Clos
306. y select the reason that you are performing the loan from safe transaction from the Reason drop down list You define the selection of reasons that appear in this drop down list on the Code Table Maintenance window You can define any notes that you want to record about the loan transaction Type an alphanumeric string up to 40 characters in length in the Notes field The Tender field contains the tenders that you can include in the loan A tender is actually included in the loan if you enter a value in the corresponding Amount field on this window Your head office uses the Configurator to define the tenders that are available for loan This field contains a list of the tenders that are eligible No action is required Store Manager automatically completes this field with the tenders that are eligible for loan To enter a loan amount for a tender click the tender and complete the fields on the right side of this window The Amount field indicates the amounts of the tenders included in the loan To enter a loan amount for a tender click the tender in the Tender field and complete the fields in the right side of this window No action is required Store Manager automatically completes this field with the total of the amounts you enter in the fields on the right side of the window The Total Tenders field displays the totals of the amounts in the Amount field No action is required Store Manager automatically completes this field The Lu
307. y control 57 63 See also inventory inventory control functions 57 ordering inventory manual purchase orders 63 parameters 59 PLUs 57 purchase orders creating 63 issuing 68 manual 63 modifying 66 suggested order 66 suggested order 66 viewing information 86 Inventory Count Sheet window 90 inventory counts 90 count sheets 90 PLU list 92 Inventory History Information window parameters 88 Inventory Information window parameters 86 Inventory Menu window 63 Inventory Parameters Maintenance window 59 parameters 59 inventory reports See reports inventory and inventory inventory transfer 80 by case 82 by PLU 80 completing 84 creating 80 printing report 84 voiding 84 issuing a purchase order 68 item movement 158 Item Movement report 158 J journal searching for transactions 121 selecting 119 journal files adding new 119 EJProcessor 120 Electronic Journal Viewer 119 Printing Method parameters 122 searching 121 updating 119 120 Electronic Journal Viewer window parameters 121 opening 120 printing method parameters 122 seatching 119 121 200 selecting journals 119 setting up 119 setting up electronic journal 119 third party applications 119 EJProcessor 120 viewing 119 journal files See a so electronic journal Journal Search window 119 120 L labels and stickers formats deleting 183 printing stickers printing a queue 184 layaway parameters 193 licensee order guide 70 linking vendor s SKU 61 List of Or
308. y to locate it Once you have updated the viewer you can select and open the new journal file For information about selecting and opening a journal file see Opening a journal file on page 120 To update the Electronic Journal Viewer 1 Open Microsoft Windows explorer Open the Program Files Sales Journal viewer folder 2 Double click ejp exe The EJProcessor application is launched and begins processing automatically 3 When processing is finished click Close Opening a journal file 120 You can open a journal file if it is visible in the Journal Search window For a journal to be visible in the Journal Search window the directories you specify in the Journal Setup window must contain the appropriate journal files You must update the Electronic Journal Viewer each time a new journal file is added to the search window For information about updating the viewer see Updating the Electronic Journal Viewer on page 119 To select and open a journal file 1 On the Main Menu click Administration 2 Click Electronic Journal The search window contains entries for each of the journal files in the folder you defined in the Current Day Dir field in the Electronic Journal Setup window 3 Select the journal you want to open and click Open The Journal Search window closes and the journal file s first transaction displays in the Electronic Journal Viewer Tip The Line n of nnn message in the top right corne
309. ype up to ten characters that uniquely identify the vendor in Store Manager e Vendor Name Type up to 35 characters to define the name of the vendor as it will appear in drop down lists in which you select vendors e Address Type the vendor s street address e City Type the name of the city in which the vendor is located e State Prov Select the state or province in which the vendor is located e Zip Postal Type the vendot s zip code or postal code e Vendor Type Select a type of vendor e Phone Type the vendot s telephone number Note In all Phone and Fax fields the brackets around the area code and the hyphen between the third and fourth numbers ate completed automatically e Fax Type the vendot s fax number 5 Complete vendor s contact information as follows e Contact 1 and Contact 2 Type the names of the vendor s first and second contacts e Phone Type the contact telephone numbers e Fax Type the contact fax numbers 6 Complete the following information for the vendor e Account Number Type up to 20 characters of the store s account number with the vendor e E Mail Type the vendors e mail address e Order Lag Days Type the number of days that elapse between the time you place an order with the vendor and the time you receive the order e Min Order To set the minimum amount the order must reach before the store places an order from the vendor type a currency amount including decimal place

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