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TMS SUPPORT SOLUTIONS (TMSSS) LIMITED Bizaar User Manual

1. 0000 109 Market Charge Summary SCIEN nirsissrorsiars abonne 110 New Market Charge Screen and Existing Archived Charge Screen 112 Adding Editing Charges for a Market cc sccccseeeeeeeeeeeeeeeeeeeaeeeees 113 Market Settings SCree n saisai 114 Manage Merchandise Categories Link cccccccseeeeeeeeeeeeeeeeseeeeeeeees 115 Add Merchandise Category Screen and Existing Merchandise Category SOS CM ETA A A darian tie ag ease en ee T 117 Adding Editing Merchandise Categories cccccecceeeeeeeseeeeeeeeeees 118 Manage Merchandise Items LINK cccceccceeeceeeeceeeseeeeeeeeseeeseeeens 119 New Merchandise Item Screen and Existing Merchandise Item Screen seis dani te eee sale oie este E eden ete deere 120 Adding Editing Merchandise Items ccccsccceseeeeeeeeeseeesaeeesaeeeens 121 Manage Custom Options LINK ccceccccceececeeeeeeseeeesaeeeesaaeeesaeeeesaees 122 CHANGE PIN TAB acetic teers dee eet ce aera elated tee cil cle aeectt tee 124 Si are ale ele ere cal eeeenene men men oan ner tener en ne een 124 hE U9 al S ae eaten e deren nee aero eane eee Renn een oe meee eee 125 BIZAAR POA APPLICA TIO IN ooreo ya E E 127 INTRODUCTION inn oem tae rar tts tae ener nee rt 127 PDA to PC syncronisation eisai chvieuteavassett Mind celia vs uate escuela 128 Creating a Partnership Between the PC and PDA 0 c 0000e 128 Redy Fg 6 2 cesen N oa etn et Corn on oUt oe RU
2. Click here to Quick Pay Cash b A quick payment facility initiated by selecting the button that allows a quick payment for the full amount shown on the Outstanding line of the balances section The quick payment facility has the following features and functionality Click here to Quick Pay Cash The the method of payment to be noted from a choice of button has a dropdown list that allows 1 Cash 2 Cheque 3 Adjustment Page 183 of 260 BIZAAR USER MANUAL li Selecting the quick payment button opens one of two information messages as follows 1 If the Outstanding balance is 0 00 an information message indicating that no payment is due refer to Figure 45 appears Select J to accept the message and return to the Trader Statement screen This trader does not owe any money Figure 45 Nil payment due message 2 If the Outstanding balance is greater than 0 00 a payment confirmation message refer to Figure 46 appears Selecting L ves will confirm the payment print a receipt and return the user to the Trader Statement screen Selecting a No will return the user to the Trader Statement screen without the payment being made Note If the PDA is unable to connect to the Bluetooth printer an error message will appear The printer will need to be connected before the receipt can be printed refer to Paragraph 19 Are you sure you wish to record a quick payme
3. p Trader Search Name VRN lh Postcode BS Perform Search Find traders matching the filters Figure 14 Trader search filters screen Page 142 of 260 BIZAAR USER MANUAL 30 The results screen refer to Figure 15 has an upper and lower part as follows a The upper part has a box in which the traders that fit the filter search are listed Selecting a trader from the list will highlight their name in blue and show their Postcode immediately below the box lf no trader is selected the Postcode data will show No trader selected b The lower part of the screen has the following action buttons Back to Filters Return to the filters to try again button that returns the user to the filter screen to initiate another search il A button that cancels the trader search and returns the user to the Pitch Assigning screen ii A button to select the highlighted trader and allocate them to the unit selected on the Pitch Selection screen The user will also be returned to the Pitch Selection screen p Trader Search Brierley John Brook John Campbell Jonathan Coleman John Cook Joseph Fawcett John Ue LAL Ar Postcod HD5 OCC Back to Filters Return to the filters to try again Figure 15 Trader search results screen Page 143 of 260 BIZAAR USER MANUAL Carrying Out a Trader Search 31 To carry out a trader search proceed as follows a Onthe Trader Search filt
4. boxes in turn to open the Keyboard Entry screen and enter button for the Forename and Surname text the trader s name refer to Paragraph 25 ili Select the date of birth for the trader from the dropdown calendar refer to Paragraph 27 iv Select the trader s gender from the Gender dropdown list v Select the trader s ethnic origin from the Ethnicity dropdown list vi Click on the button to open the third New Trader screen Note If the y button is clicked without entering a Forename and or Surname a Warning message will appear click OK on d to accept the message and enter the Forename and or Surname Page 218 of 260 BIZAAR USER MANUAL On the third New Trader screen Click on the O button for each address text box in turn to open the Keyboard Entry screen and enter the trader s address refer to Paragraph 25 Select the country for the address from the Country dropdown list Click on the y button to open the fourth New Trader screen On the fourth New Trader screen Click on the button for the E Mail text box to open the Keyboard Entry screen and enter the trader s e mail address refer to Paragraph 25 Click on the button each of the Tel s text boxes in turn to open the Keyboard Entry screen and enter the trader s telephone numbers refer to Paragraph 25 Click on the button for the VAT text box to open the Keyboard Entry screen and enter t
5. vil Select one of the following from the Role dropdown list 1 Manager 2 Compliance officer 3 Collector c In the User Market section select all markets the user is responsible for managing by clicking in the associated tick boxes A Select All link and Clear All link is provided to assist in market selection click the mouse pointer on the respective link to activate it Note Only markets that have been registered on the system will be available to select d In the Management System Permissions section select the permissions that the user will have for managing the system by clicking in the associated tick boxes e In the Handheld System Permissions section select the permissions that the user will have for managing the PDA by clicking in the associated tick boxes f lf required in the Reset Pin Number section click on the Reset Users Pin link to reset the users PIN to the default PIN 2348 g Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Manage Charge Codes Link 122 The Manage Charge Codes link takes the user to the Charge Code Summary screen refer to Figure 57 This screen details all charge categories on the systems and allows the user to Page 90 of 260 BIZAAR USER MANUAL a Add a charge using the Create New Charge Code button in the Add New Charge Codes section to transfer the user to the Add New Charge Cod
6. Market Comments Screen Note Comments can also be recorded on the PDA refer to Chapter 3 and uploaded onto the Management System when the PDA and PC are synchronised Comments recorded on the PDA can include photographs 23 The Market Comments screen refer to Figure 12 allows the user to enter comments regarding any trader on the market or view comments previously entered into the system in the Market Comments list at the bottom of the screen The list includes comments entered using the PDA 24 Two dropdown lists are available and provide the following a The following Comment Type can be allocated to a comment i Complaint li Goods query iii Note Page 25 of 260 BIZAAR USER MANUAL iv Warning b The Associate with trader dropdown list permits the user to associate the comment with any trader stored on the system from the list alternatively if it is a general comment it can be left un associated Kirklees Council Cue admin s Markets Begs a ey oe es ee ee eT you are here gt Yyelcome to Bizaar gt My Markets gt Salibury Saturday Market 17 September 2011 gt Cor Comments Add Comment Comment Type Complaint Associate with Trader Do Not Associate with a Trader Add Comment Market Comments 12 05 2009 06 30 44 jharten Market footfall was very good Figure 12 Market comments screen Adding a Comment 25 Toaddacomment proceed as follows a Navigate to the Comments scre
7. Sick v Holiday including pitch and date vi Absent b A Save button that applies any changes made to the screen by saving them into the database Kirklees Council Pog ae admin a Markets Bee ye es ee Re ee a a a a T Mark Trader Absent Mark Trader Absent Select units for absence Pitch 84 No Change Pitch 40 No Change Pitch 1 Mo Change Save Figure 18 Mark trader absent screen Marking a trader absent 40 To mark a trader absent proceed as follows a Navigate to the Mark Trader Absent screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen lil On an allocated link in the Attendance and Vacancies list of the Market Management screen iv On the Mark as Absent button on the Trader Statement screen Page 38 of 260 BIZAAR USER MANUAL b Select the reason for the traders absence from the dropdown list for each of the pitches that they are absent from C Click on the Save button to save the data to the database Print receipt screen 41 The Print Receipt screen permits the user to print a receipt via any connected printer for the current market trader A print preview is provided of the receipt refer to Figure 19 Kirklees Council 01476 583370 VAT No 0123456789 rader Name Joe Bloggs daily rate 23 50 daily rate 23 50 Total Charged 47 00 Total Paid 0 00 Balance 47 00
8. Taking a Photograph 35 To take a photograph proceed as follows Take new photo a Inthe relevant screen click on the Add photo to this button to open the Camera Instructions Screen b Click on the gt button to open the PDA photograph capture application c Take the required photograph using the PDA camera Note The operation and function of the PDA camera and its software application is detailed in the PDA user manual refer to Chapter 4 d When the Camera acceptance screen opens either Accept Photo i Click on the Cik hera to save the photo Dutton to save the photograph and return to the Comment photographic screen il Click on the TERN y button to return to PDA camera to retake the photograph Page 147 of 260 BIZAAR USER MANUAL e If required Click on the A iii button at any time to cancel the current action and return to the previous screen Signature Screen 36 The Signature screen refer to Figure 18 allows a signature to be recorded against a transaction The Signature screen may show what the signature is being used to authorise and is completed as the final step of certain transactions The signature screen has the following features and action buttons L Signature Signature _ Signed on behalf of trader You wish to use a holiday voucher to book a holiday Y Clear signature Y Clear signature Clears the current signature Clears the curre
9. a A Code box for entry of the name of the charge code b A Description box for entry of details of what the charge code covers c An Archived tick box to allow the charge code to be archived d A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invo cing Settings Change Pin Sign Gut you are here inadoing gt Sygtemn Add New Charge Code Charge Code Detail Code Filat ThE W Se OS aoe EI Description Archived O Save Figure 58 Add new charge code screen Page 92 of 260 BIZAAR USER MANUAL Creating Editing Charge Codes 124 To add a new charge code or edit an existing charge code proceed as follows a Navigate to the Add New Charge Code or Update Charge Code screen by clicking on I The Settings tab li The Manage Charge Codes link on the System Management amp Settings screen iii Then on the Charge Code Summary screen either 1 On the Create New Charge Code button to open the Add New Charge Code screen if a new charge is to be added 2 On the charge code name link in either the Active Categories list or Archived Charge Codes list to open an existing market Charge Code screen to update details for an existing charge code b Enter edit the charge code name in the Code box c Enter edit a detailed description for the charge code in the Description box d
10. 55 62 157 164 166 Assigned 57 attendance 166 231 Attendance 60 BIZAAR OVERVIEW 7 capture 147 cash 34 114 179 Cash 34 114 177 Casual 59 categories 85 115 116 118 changes 28 35 38 42 46 90 93 96 100 102 150 194 charge 32 64 85 92 93 111 112 193 charges 20 28 30 31 57 63 64 65 85 150 194 Charges 32 Cheque 34 cleaning 31 64 193 Clothing 67 code 85 91 92 93 104 110 113 119 122 248 Collector 90 comment 26 55 202 203 204 Comment 25 55 199 201 comments 20 25 49 54 55 164 communications 245 Complaint 25 56 Compliance 90 Compliancy 14 40 41 66 238 241 242 243 Compliancy check 14 40 241 configuration 115 123 counter 114 1 6 177 default 137 211 244 245 Delete 58 details 14 35 40 42 44 45 46 49 52 85 86 87 90 94 97 115 119 122 150 214 220 221 222 230 Electronics 67 Email 89 Factory Reset 246 248 Flowers and gardening 67 Footer 114 Goods 25 56 grace period 114 Groceries 67 holiday 71 168 233 234 235 236 23 7 insurance 49 52 53 114 115 223 225 226 227 Insurance 52 53 114 115 213 217 218 222 226 ltems 85 Licence 66 243 licences 85 150 licensed 41 85 location 7 99 101 156 157 160 162 Locations 85 94 161 logged 125 128 150 151 156 login 125 150 151 163 logoff 125 151 Logon to the PC ap
11. O Kirklees Holmfirth Sat Market O Kirklees Holmfirth Craft BH Mon Market O Kirklees Dewsbury 2nd Hand fr Market O Kirklees Dewsbury Wed R1 Market Ci Kirklees huddersfield open sat R2 Market Oi Kirklees Dewsbury R2 Wed Market O Kirklees Dewsbury R2 Sat Market OKirklees Dewsbury Sat R1 Market O Kirklees Huddersfield Mon R1 Market O Kirklees Huddersfield 2nd hand Tues Market O Kirklees Huddersfield Thurs Ri Market Ci Kirklees Huddersfield Sat R1 Market O Kirklees thursday Market O Salibury tuesday Market O Salibury Saturday Market Start Date End Date Generate Figure 45 Reporting criteria screen INVOICING TAB 103 The Invoicing tab opens the Invoicing screen refer to Figure 46 that allows the user to manage invoicing for traders and markets The Invoicing screen has the following action buttons a Batch Invoice refer to Paragraph 109 b Create Invoice refer to Paragraph 112 c Create Ad Hoc Invoice refer to Paragraph 114 Page 76 of 260 BIZAAR USER MANUAL d Batch Invoice Printing refer to Paragraph 116 104 The Invoicing screen is initially blank and has a search facility to find specific invoices refer to Paragraph 105 On completion of a search a list of invoices will be shown at the bottom of the screen Each invoice in the list has the following options that can be carried out on them a Make a payment against the invoice refer to Paragraph 106 b Cancel the invoice refer to Paragraph 107 c Vie
12. select J to accept the message and return to the Comment photograph screen A Warning You must select a photo in order to view it Figure 60 Selection warning message gt Take new photo a Wa C Add a photo to ths comment Hutton that opens the Camera instruction screen refer to Paragraph 32 Back to comment d A Retum to the comment detas button that returns the user to the Comment screen Page 201 of 260 BIZAAR USER MANUAL e A and buttons have the same function as for the main Comment screen Photo Viewer Screen 104 The Photo Viewer screen refer to Figure 61 shows the selected photograph and when it was created and has a button to return the user to the Comment photograph screen Photo Viewer Figure 61 Photograph Viewer Adding a Comment 105 To add a comment proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen wy Manage market info b Click on the Market summary comments Hutton to open the Manage market info screen Comments c Click on the Vew the comments made n Bzaar button to open the Comments management screen Page 202 of 260 BIZAAR USER MANUAL Add new comment Click on the Recorda new comment button to open the main Comments screen lf required click on the button to open the Trader Search filters screen and search for and select a specific trader to attach the comment refer to Paragraph 31
13. the heart of the PDA application and is where the majority of the market management functions are initiated The screen appears after successful user login and market selection Page 163 of 260 BIZAAR USER MANUAL Bizaar rf DUT Mii p What would you like to do mua Manage market Pitches HH Vacancy checks and assignments Perform market rounds Colect from your traders 5 Manage market info a Market summary comments etc Manage market traders Trader info and compliancy checks q Back to Market Menu Figure 31 Market management screen 59 The main market management screen provides the following functions via five action buttons a ue Manage market Pitches A BiB vaan checisendessonments Dutton that takes the user to the Manage market Pitches screen refer to Paragraph 60 with two submenus where pitches can be checked for availability and assigned to or removed from traders Perform market rounds A Collect fromyourtracers button that takes the user to the Perform market rounds screen refer to Paragraph 75 with two submenus where money received from traders can be collected recorded and managed wy Manage market info A Market summary comments button that takes the user to the Manage Market Info screen refer to Paragraph 97 with two submenus where comments regarding markets traders and weather can be entered and viewed Page 164 of 260 BIZAAR USER MANUAL Ds a M
14. 260 BIZAAR USER MANUAL A Compliancy Check Last Result Fail Date Checked 16 04 09 09 39 30 Previous Note Record Violation Record a licence violation Compliancy Rules Met ge Mark the trader check as OK Figure 95 Compliancy check action screen l Record Violation g On selection of either the I f Recordalicence violation or Compliancy Rules Met Mark the trader checka OK byttons a notes Question message refer to Figure 96 will appear Selecting J ves will open the Compliancy Check notes screen Selecting o will return the user to the Trader Licence screen Would you like to record a note against this compliancy check Figure 96 Note confirmation screen 147 The Compliancy Check note screen refer to Figure 97 has the following features and action buttons a A Result line to show the result of this compliancy check b A New Note box with an associated _ Use Onscreen Keyboard button that opens the Keyboard Entry screen for input of a note Page 241 of 260 BIZAAR USER MANUAL Cc A button that returns the user to the Compliancy Check action screen d A button that saves the note and returns the user to the Compliancy Check action screen aN Compliancy Check Result Fall New Note Not upto market standards E Use Onscreen Keyboard Figure 97 Compliancy check note screen Carrying out a Compliancy Check on a Trader 148 To conduct a trader Compliancy
15. Bloggs 15 09 2011 14 31 45 EF Figure 23 All unit transfer requests screen Viewing Deleting All Unit Requests 53 To view and edit all unit requests proceed as follows a Navigate to the All Unit Transfer Requests screen by clicking on i The Unit Transfer tab II The View All button on the Market Unit Transfers screen b Click on the En icon to delete any allocation of a stall pitch or unit from the list TRADERS TAB 54 The traders tab takes the user to the Trader List screen refer to Figure 24 Initially no traders will be shown on the screen and the screen only has an action button to allow new traders to be added and a search facility to view traders already recorded on the system To populate the screen a search has to be carried out refer to Paragraph 59 The Add New Trader button opens the Add Trader screen refer to Paragraph 56 Page 44 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Birelies Reports invoicing Settings Change Pin Sign Out 59 you are here gt Stateme Trader List Add New Trader Search Trader Names Search include archived traders Figure 24 Trader list screen Once populated the Trader List screen refer to Figure 25 permits the user to view a photograph of the traders registered on the system and provides an overview of the traders contact details including email and phone details The screen also continues to provide the user
16. Check Figure 20 Compliancy check screen Setting the Compliancy Check Display Period 44 To set the period over which compliancy checks are displayed on the Compliancy Checks screen proceed as follows a Select the period to be displayed from the Check Period dropdown list Page 40 of 260 BIZAAR USER MANUAL b Click on the Go button New Compliancy Check Screen 45 The New Compliancy Check screen refer to Figure 21 allows the user to view what the trader is licensed to sell show the result of the last compliance check and record a new compliancy check Kirklees Council Ce ee Oe et mip Checks Ml er oe ee le ee ee ee a a a aT Currently licenced For chips Dolls Record Compliancy olatus Pass Note Last Check 07 09 2011 Last Check Details Pass Save Figure 21 New compliancy check screen Recording a New Compliancy Check 46 To record a new compliancy check for the selected trader proceed as follows a Navigate to the New Compliancy Check screen by clicking on i The Compliancy Checks tab ii The Record Compliancy Check button on the Compliancy Checks screen Page 41 of 260 BIZAAR USER MANUAL b Select one of the following from the Status dropdown list I Pass li Fail c Type in any relevant notes in the text box d Click on the Save button to apply any changes made to the screen and save them into the database UNIT TRANSFER TAB 47 48 The unit
17. Check proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancychecss button to open the Manage market traders screen Manage traders c Click on the Add edit traders use holidays lt button to open the Manage traders screen Compliancy Check d Click on the Record compliancy against traders button to open the Compliancy Check search screen Page 242 of 260 BIZAAR USER MANUAL On the Compliancy Check search screen Click on the button at any time to cancel the current action and return to the Manage market traders screen select a date from which outstanding compliancy checks are listed from the dropdown calendar refer to Paragraph 27 Select the required trader from the list of outstanding compliancy checks Click on the button to open the Trader Licence screen On the Trader Licence screen Back lf required click on the he button at any time to return to the Compliancy Check search screen BROWN DAVID Click on the _a Performa compliancy check button to open the Compliancy Check action screen On the Compliancy Check action screen Back lf required click on the he button at any time to return to the Trader Licence screen Record if the trader is compliant or not compliant as follows 1 If the trader is not compliant click on the Record Violation Record a lice
18. Market Recurring Charges screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The icon in the Trader s Markets section of the Trader Management screen b Click on the E icon for the charge to be deleted c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Market Licence Screen 87 The Market Licence screen refer to Figure 40 allows the user to view and manage the trading licences for the trader The Market Licence screen has three sections and a Back button The three sections are as follows a A Record New Compliancy Check section that allows the user to record a compliancy check against a trader refer to Paragraph 88 b An Add Licence ltem section that allows the user to add a new trading licence for a trader refer to Paragraph 89 c A Licence Summary section that shows a list of licences already assigned to the trader and allows the licences to be deleted from the trader refer to Paragraph 90 Page 65 of 260 BIZAAR USER MANUAL Kirklees Council H me admin s Markets Comppleemcy Checks Umit Transfer Sires Reports invoecng Settings Change Pm Sogn Uut you are here gt Statement for Joe Boggs gt Market Unit Transfers gt Trader List gt Joe Bloggs Salibury Saturday Market Li
19. Method dropdown list li If required adjust the value of the payment by clicking on the button to open the Keyboard Entry screen and entering the new value refer to Paragraph 25 iii If required enter references into the two Reference s text boxes by clicking on the button to open the Keyboard Entry screen and entering the reference refer to Paragraph 25 iv Click on the button to register the payment and return to the Trader Account screen ded f Click on the _ button to print a receipt for the trader Note If the printer error message comes up check printer connectivity refer to Paragraph 19 Removing a Trader Account Line Entry 94 To remove a trader account line entry proceed as follows a Navigate to the Trader Statement screen refer to Paragraph 91 b Click on the My button to open the Trader Account screen Page 192 of 260 BIZAAR USER MANUAL Click on the line entry to be removed eD t Click on the remove button Click on 7 ves to confirm the entry removal or a No to cancel Making an Additional Charge Entry 95 To make an additional charge entry proceed as follows a Navigate to the Trader Statement screen refer to Paragraph 91 Click on the 5 My button to open the Trader Account screen Click on the chare button to open the Charge screen In the Charge screen I select the relevant charge from the list of charges li If require
20. Summary screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 Page 62 of 260 BIZAAR USER MANUAL iii The Units icon in the Trader s Markets section of the Trader Management screen Click on the EB icon for the unit to be deleted Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Market Recurring Charges Screen 84 The Market Recurring Charges screen refer to Figure 39 allows the user to view and mange any recurring charges set against the trader The Market Recurring Charges screen has two sections and a Back button The two sections are as follows An Add Recurring Charge section that allows the user to add a recurring charge to a trader refer to Paragraph 85 A Recurring Charges list that shows a list of charges already assigned to the trader and allows the charges to be assigned or deleted from the trader refer to Paragraph 85 and 86 Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Bircties Reports invo icing Settings Change Pin Sign Out you are here gt Stadement for Jon Boggs gt Marked Unit Tranglers Trader Lis Joe Bloggs Salibury Saturday Market Salibury Saturday Market Recurring Charges Add Recurring Charge daily ma Oo y Add Recurring Charge Rec
21. Traders Reports investing Setimgs Change Pin Sign Gut you are here gt felcome to Birin Welcome to Bizaar i Did you know The ability to attach documents to a trader profile was created after a request from Plymouth System Documentation Getin Touch For support sales and feature requests Please contact the Bizaar Team By Email support bizaar net By Telephone 01476 583370 By Fax 01476 577391 On the Intemet weew Bizaar net Powered by ie Bizaar 2 0 Framework pout Bitaar Market Manageme Figure 2 Home screen Page 13 of 260 BIZAAR USER MANUAL COMMON SCREEN FEATURES 10 The individual screens are divided into the following sections a _ Title bar containing the name of the market management agency refer to Figure 3 and the sub menu selection tabs Kirklees Council Home admins Markets Compisncy Checks Unit Transier Tr ders Reports Invo cing Settings Change Pin Sagn Out Figure 3 Title bar b The sub menu selection tabs refer to Figure 4 used to open a series of screen by clicking on the individual tabs The sub menu selection tabs comprise the following The Home tab that details user manuals and Bizaar system team contact details refer to Paragraph 12 li The User Name Markets tab that details the markets controlled by the person currently logged into the Bizaar system and will show there name in the tab in this case admin s markets refer to Paragr
22. Vehicle Traders Known Vehicles EA53 WUC Red Ford Focus Figure 29 Vehicle summary screen Add Vehicle Screen 65 The Add Vehicle screen refer to Figure 30 allows the user to add a trader vehicle onto the database and consists of two text boxes and a Save button Kirklees Council Home admin s Markets Compieency Checks Unit Transfer Bireties Reports imomga Settings Change Pin Sgn Oui you are here gt Tragder List gt Joe Biogas Vehicke 54 Add Vehicle Vehicle Detail Registration Number Note Save Figure 30 Add vehicle screen Adding Editing a Traders Vehicle Details 66 To add edit a vehicle details against a trader proceed as follows a Navigate to the Add Vehicle screen by clicking on The Traders tab Page 51 of 260 BIZAAR USER MANUAL li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The Manage Trader Vehicles button on the Trader Management screen iv Then either the Add Vehicle button or vehicle link on the Vehicle Summary screen b Type the vehicle registration in the Registration Number box c Type the Vehicle make and model plus any other notes in the Notes box d Click on the Save button Manage Trader Insurance Button and Insurance Summary Screen 67 Selecting the Manage Trader Insurance button takes the user to the Insurance Summary screen refer to Figure 31 This screen permits the user to a Ad
23. and save them into the database Market Charge Summary Screen 141 The Market Charge Summary screen refer to Figure 69 has the following action buttons and sections a A Create New Market Charge section containing a New Charge button to transfer the user to the New Market Charge screen refer to Paragraph 142 that allows the user to add a new charge for a market Page 110 of 260 BIZAAR USER MANUAL b An Active Market Charges section containing a list of charges currently available to be applied to the units at a market The name of the charge is a link to transfer the user to the screen for that charge refer to Paragraph 142 that allows the user to edit an existing charge for a market c An Archived Market Charges section containing a list of charges that are not currently active The name of the charge is a link to transfer the user to the screen for that charge refer to Paragraph 142 that allows the user to reinitiate and edit the archived Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invoicing EainpES Change Pin Sign Gut you are here Invoicing gt System Management amp Settings gt Markel Summary gt Kirklees Batley Open Friday Market Charge Summary Kirklees Batley Open Friday Market Charge Summary Create New Market Charge New Charge Active Market Charges Insurance maccs arrears parking Rent Rate A Rent Rate B Tender Archived Market Charges There are curr
24. button that prints a receipt for the trader Payment Screen 88 The Payment screen refer to Figure 49 allows the user to record a payment made by a trader and has the following features a A Balance line showing the balance owed by the trader b A Method dropdown list to select the method of payment from a choice of the following i Cash li Cheque Page 186 of 260 BIZAAR USER MANUAL ili Voucher iv Standing Order v Adjustment A Value box with an associated button to open the Keyboard Entry screen refer to Paragraph 24 to input the amount of the payment Initially the Value box will show the same value as the Balance line Two reference text boxes with associated buttons to open the Keyboard Entry screen refer to Paragraph 24 to input any reference for the payment A button that will return the user to the Trader Account screen An button that accepts the payment and returns the user to the Trader Account screen which will now show the payment and new balance E aia Reference s f il Balance Figure 49 Payment screen Page 187 of 260 BIZAAR USER MANUAL Charge Screen 89 The Charge screen refer to Figure 50 allows the user to add a charge against a trader and has the following features a A list of pre set charges taken from the Management System and the value of each charge A selected charge is shown highlighted In blue A Value box with
25. cccccccccsecccceeeeeeeeeseeeeesseeeessaeeesaeeesaaes 28 Allocatinga Vacant OA cesarean i a 29 Trader StateMent S0 GENea 30 Charge Summa SCIESM iapegszslawewadeeensdegensdenwevardorgenadoutenadoueundenean 31 PUM As FANN raren 32 Amending A CNAME ceccccsecccceeeeeceeeeeseeceeeeeeeseeeessaueessaueesseeesaeeeeeas 33 Deleting a Charge cccccccceccccseseecaeseeceeeeeseeeeeseeeeeseesessaesesseeessaeeesaaes 33 Payment SUMMALy SCIEEN cescrsidian in ieceid ade eae 34 Adding a PaymMeN seine et racyeie stan erica tse deie we deies aeeecie se eiceiee ewes eenteeaieede 36 Amending a Previously Made PaymMen c sccccseeeeseeeeseeeeeeeeeeees 36 Detna a PAVING neoe a AR meet 37 Mark Trader ADSENT SCree i ecscssccssusssosuedaourenetatetouudedodauedeteneuetatetouudederane 37 WiarKING a WaGer ADSEN arci teeta cd anhi tend E loalecdneldted ices 38 thi TOCOL OCOC WM ctasettacvececeaeneuan ce steeus E E 39 Printing a Receipt for a Trader ccccccccsscccsseeceeeeceececeuseceueessueeseees 39 GCOMPIIANCY GAEGIKS TAB cuits ae eed 40 Setting the Compliancy Check Display Period cccccccsseeeeeeeeees 40 New Compliancy Check Sereen ccccccccceecceceseeseeeeseeseesseeesaeeeesaaeess 41 Recording a New Compliancy Check ccccssscccsseeeeseeeeeeeseeeseeeesaees 41 UNIT TRANG PE Re TAB nurodo a ENa i 42 Adding Unit Requests to the SySteM ccccceecesseeeeseeeeeeeeeeeeaeeeeeas 43 Confirming Unit Request
26. entry a warning message refer to Figure 87 OK will appear Selecting d will close the message and allow the user to select a voucher from the list for viewing AX warning You must selecta voucher to continue Page 232 of 260 BIZAAR USER MANUAL Figure 87 Selection warning message Trader Holidays Screens 136 137 138 There are three screens used in the completion of a holiday transaction two Trader Holidays screens and a Signature screen On completion of a trader holiday transaction the traders unit availability will be set to holiday for the requested market day this makes it available for any casual trader to use The screens are as follows a An initial Trader Holidays screen refer to Paragraph 138 that Trader Holidays opens on selection of the Manage traders holidays button and allows the market manager to action a period of holiday for a trader b An Trader Holidays availability screen refer to Paragraph 139 that shows available holiday for the trader c A signature screen refer to Paragraph 36 to allow the trader to sign for the holiday usage All screens have the following common buttons at the bottom of the screen a A button that returns the user to the previous Trader Holidays screen b A button that moves the user on to the next Trader Holidays screen when the current screen is correctly completed The initial Trader Holidays screen refer to Figu
27. here imigicing gt System Management amp Settings gt Markel Summary Kirklees Batley Open Friday Market Setting Kirklees Batley Open Friday Market Settings Changing these setting can cause this application to behave incorrectly Update Settings Restore Defaults CASH_COUNTER_THRESHOLD 1000 00 RECEIPT FOOTER 1 Thank you for trading RECEIPT FOOTER_2 with us today RECEIPT FOOTER 3 INSURANCE _GRACE_PERIOD 7 INSURANCE_WARNING_PERIOD 7 INSURANCE_ENABLED Figure 71 Market configuration screen Manage Merchandise Categories Link 145 The Manage Merchandise Categories link takes the user to the Merchandise Categories screen refer to Figure 72 This screen details all merchandise categories registered on the system The screen also permits the user to add or edit merchandise categories and has the following sections and action buttons a A Create New Category section with a Create New Category button to transfer the user to the Add Merchandise Category screen refer to Paragraph 146 Page 115 of 260 BIZAAR USER MANUAL b An Active Categories section with a list of active categories The name of the category acts as a link to transfer the user to the existing merchandise category screen refer to Paragraph 146 for editing c An Archived Categories section with a list of archived categories The name of the category acts as a link to transfer the user to the existing merchandise category screen refer to Paragra
28. new casual trader to Baaar B Manage existing traders Edit traders record vehicles etc eS Trader holidays oa fianage trader s holidays Figure 67 Manage traders screen New Trader Screens 113 The New Trader screens allow the market manager to input a new traders details at the market which will be transferred to the PC Market Management System when the PDA and PC are next synchronised The new traders detailed are entered using five screens some of the information is compulsory and the system will not allow the user to proceed to the next screen if this information is not input Where a piece of compulsory data is missing an appropriate message will appear to instruct the user to complete this entry The five screens are described below Note New traders added to the PDA are automatically set as casual trader by default Trader status can only be changed through the Management System not via the PDA Before the new trader s status can be changed the PDA must be fully synchronized with the Management System Page 211 of 260 BIZAAR USER MANUAL 114 All screens have the following common buttons at the bottom of the screen a A button that returns the user to the previous New Trader screen On the first screen a button is in place of the button the button returns the user to the Manage traders screen b A button that moves the user on to the next New Trader screen On the last screen a button is in pla
29. open the Location Application Error The network connection could not be found Please ensure your device is connected to your servers network Figure 27 Location selection error message The Location Selection uploading screen refer to Figure 28 has a moving purple square that gives the user confidence in the system whilst it retrieves the locations from the PC Management System The screen also has a button to allow the upload to be cancelled at any time On completion of the upload the screen will change to the Location Selection operating screen refer to Paragraph 54 ASI Location Selection Please select a location Figure 28 Location selection uploading screen Page 158 of 260 BIZAAR USER MANUAL 54 The Location Selection operating screen refer to Figure 29 has the following features a A Please select a location text box containing a list of locations loaded onto the PDA When selected a location is highlighted in blue A Get Training Mode Locations tick box to allow the PDA to upload training locations onto the PDA for staff training A Da Seinai button to either upload training locations from the Management System if the Get Training Mode Locations tick box is ticked or upload new locations that have been added to the Management System A button to allow the user to quit the Locations Selection Screen and return to the Markets section A button that selects the highlig
30. saves the data entered on the screen to the database Page 23 of 260 BIZAAR USER MANUAL Kirklees Council Poe admin s Markets Be ee ee ee a n a a ae A a a a a aT eae you are here gt VWelcome to Bizaar gt My Markets Sallibury Reconcile Notes 50 Note 20 Note 10 Note 5 Note pim pm Coins 2 Coin 1 Coin Silver Coins Bronze Coins oo a la Cheques Number Of Cheques Total Value of 0 Cheques Summary Total Reconciled 0 00 Cash amp Cheque 0 00 nes Difference 000 Banking Number Recalculate Save Powered by he Eizaar 2 0 Framework About Azaar Market Mang Figure 11 Reconcile takings screen Reconciling Takings for a Market 22 To reconcile takings from a market proceed as follows a Navigate to the Reconcile screen by clicking on i The Markets tab ii The link for the market from the My Open Markets section of the My Markets screen Page 24 of 260 BIZAAR USER MANUAL Note The reconcile screen can be accessed from a closed market but is read only li The Reconcile Takings button on the Market screen Enter the total for each denomination in the value boxes in the Notes and Coins sections Enter the number of cheques and total value of the Cheques in the value boxes in the Cheques section Enter the banking number in the Banking Number text box Click on the Recalculate button On completion click on the Save button
31. text box with associated buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter the address of the trader b A Country dropdown list to enter the country for the address New Trader Figure 73 New trader address screen 118 The fourth New Trader screen refer to Figure 74 is for the input of the traders contact details and VAT number and has the following data requirements Page 215 of 260 BIZAAR USER MANUAL a An E Mail text box with associated buttons that opens the Keyboard Entry screen refer to Paragraph 24 to enter the trader s E Mail address b Two telephone number text boxes with associated buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter two telephone numbers c A VAT number text box with associated button that opens the Keyboard Entry screen refer to Paragraph 24 to enter the trader s VAT number d A Date Modified and Date Created line showing when the new trader was first entered on the system and when it was last modified New Trader ms Date Modified 02 10 06 03 06 26 Date Created 02 10 06 03 06 26 Figure 74 New trader contact details and VAT number screen 119 The final New Trader screen refer to Figure 75 is for the capture of the os Take new photo traders photograph The screen has a S Tsk anew photo cfthatader button to open the Photo Instructions screen refer to Paragraph 32 to allow a photograph of
32. the invoice to be cancelled Viewing an Invoice 108 To view an invoice proceed as follows a Click on the Invoicing tab to open the invoicing screen b Carry out a search refer to Paragraph 105 to populate the invoicing screen with the invoice to be viewed C Click on the View Invoice link for the invoice to be viewed Page 79 of 260 BIZAAR USER MANUAL Batch Invoice Button 109 The Batch Invoice button takes the user to the Batch Invoice Generator screen refer to Figure 49 that allows the user to generate a batch of invoices for a specific market refer to Paragraph 110 Kirklees Council Home admin s Markets Compiaency Checks Umit Transfer Traders Reports Rte oo Settings Change Pin Sign Out you are here gt Trager List gt Reporting Invoicing Batch tin Batch Invoice Generator Select Market Salibury Saturday Market Start Date ENEE End Date 30g Figure 49 Batch invoice generator screen Creating a Batch of Invoices and Viewing a Specific Invoice from the Batch 110 To create a batch of invoices for a specific market proceed as follows a Navigate to the Batch Invoice Generator screen by clicking on i The Invoicing tab li The Batch Invoice button on the Invoicing screen b Select the market for which the batch of invoices is to be generated from the Select Market dropdown list C Insert the start date for the batch of invoices in the Start Date box d Insert the end date f
33. the trader to be taken Page 216 of 260 BIZAAR USER MANUAL 2 New Trader ga Take new photo Take a new photo of the trader Figure 75 New trader photograph creation screen Adding a New Trader 120 To add a new trader proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Manage market traders Click on the Trader info and compliancychecss button to open the Manage market traders screen Manage traders Click on the Added traders use holdays ete button to open the Manage traders screen Add new trader Click on the Add a new casual trader to B8zaar Dutton to open the first New Trader screen On the first New Trader screen Click on the button to open the Keyboard Entry screen and enter the traders National Insurance number in the NI box refer to Paragraph 25 Page 217 of 260 BIZAAR USER MANUAL Note National Insurance NI Numbers are only visible during the initial setup of the new trader The NI number shows encrypted in the field after the trader has been added to the system ii Click on the YY button to open the second New Trader screen Note If the y button is clicked without entering a NI number a NI Warning message will appear click on J OK to accept the message and enter a NI number f On the second New Trader screen I Select the trader s title from the Title dropdown list ii Click on the L
34. trader and mark any regular trader as absent The upper part of the screen shows the status of the units at the market and has the following indicator action buttons on NE a A saoj button indicates that the unit is allocated to a regular trader but that the traders attendance at the market has not been registered on the system Selecting the sa button will change the icon to the seen icon detailed below I b A mam button indicates that the unit is allocated to a trader who has been seen at the market Selecting the rr button will change the icon to the not seen icon detailed above le cC A sao button indicates that no regular trader has been assigned to this unit Page 166 of 260 BIZAAR USER MANUAL 63 The lower part of the screen has the navigation buttons for movement through the pages and the action buttons for the functions of the screen as follows a The z2 and g buttons that allow the user to navigate through the available pages on the Vacancy Check main screen to allow all units at the market to be viewed The Page 1 1 icon indicates to the user which page they are currently viewing and how many pages in total there are b A A button that accepts any changes made on the screen and returns the user to the Manage market Pitches screen L8 Record Vacancy Reasons c A Record reasons for trader absence button that opens the Vacancy Check secondary screen refer to Paragraph 64 that permits th
35. with the trader search facility and the ability to add a new trader to the system Selecting a trader link from the list of traders opens the Trader Management screen refer to Paragraph 61 Page 45 of 260 BIZAAR USER MANUAL Kirklees Council Home admins Markets Complancy Checks Unit Transfer icce Reports iInvo cing Settings Change Pin ign Gut Add Hew Trader Search Trader Names jo Search CJincude archived traders Joe Bloggs Telephone y Mobile Tar E Mail National Insurance 1234 John Brierley Telephone 10484 534698 Mobile E Mail National Insurance John Brook Telephone 01977 617327 Mobile E Mail National Insurance Jonathan Campbell W Telephone 01484 687709 Mohile 0794919055 has Figure 25 Trader list screen populated Add Trader Screen 56 The Add Trader screen refer to Figure 26 allows a new traders details to be entered on the system The Gender Title Ethnicity and Country data is provided in dropdown lists 57 A further tick box marked as Archived prevents cluttering the system with old trader details by permitting the user to archive the current trader record Archive retains the trader s information for future retrieval 58 The screen also has a Save button to apply any changes made to the screen and save them into the database Page 46 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Birelies Reports i
36. 0 PITCH SClECION SChE CM sects cnccatand N 171 PITCH ASSIOMING OCOC noueis aranka ea RE as clare send a aie a eee es seuss 172 Assigning a Trader to a Market Unit cc ceeccseeecseeeeeeeeseeeeeaeeeens 173 Removing a Trader Assignment to a Uniit cccccceceecceeeeneeeeeeeeees 174 Perform Market ROUNAS SCIeen cccscccccsececceeceeseeeesseesesseeesseeesaees 176 Cash GOUMMTOK Sl CC asec ited centile data alliee Hla aneeantian ede 176 FIEGISTSTIING a Gash Float eere E asi cessGuarastaanieSawcicntasia 179 BanKNO EXCESS Gash esen N 179 Golecthon s LIStSCie Grace a meneooaneaaoead 180 Trader Statement SCreen ccccecccceececceeeeeceeeeceeeeeeseseeeseeesaeeeeseeeeeeas 182 Trader ACCOUNT SCreeNM saniainen aaia aa 185 Fayment oCrEGIT eer A 186 See lee 161 EE E E E EE E E E E ee ree 188 Page 5 of 260 BIZAAR USER MANUAL PEKON SCC CN anaa eee 189 Navigating to the Trader Statement Screen ccceeeceeseeeeeeeeeeees 190 Registering a Payment made by a Trader for the Current Outstanding Balance on their Account Quick Payment Method 0c088 191 Registering a Payment made by a Trader for an amount other than the Current Outstanding Balance on their Account Normal Payment INT OG aati Alara TA ATA eee 191 Removing a Trader Account Line Enttry cccccccseeeesseeeeeeeeeeeeeens 192 Making an Additional Charge Entty cccccsseceesseeeseeeeseeeeseeesees 193 Making a Trad
37. 04 Pitch 28 166 171 172 173 190 pitches 57 150 164 165 166 167 170 Policy Number 54 preset 28 31 177 Print 30 39 printer 9 39 245 252 PRINTER 245 252 255 query 25 56 receipt 30 39 Receipt 114 receipts 9 Recurring 63 64 65 registered 42 45 47 52 54 62 64 70 85 90 99 101 115 119 166 Registry 131 Regular 59 rent 31 231 Reports 15 74 75 76 requests 42 43 44 reset 244 248 retrieve 162 Save 28 38 Searching 47 Selection 163 sell 41 67 85 Settings 15 85 86 252 Setup 130 Sick 38 Sign out 15 Sign Out 125 signature box 149 signatures 149 Standing order 34 statement 21 30 182 Status 16 59 211 Status 20 42 59 66 summary 23 30 51 53 55 86 87 91 94 111 Summary 50 52 86 115 Support 1 253 255 synchronisation 150 162 threshold 177 tick 28 46 89 93 105 110 113 119 122 156 166 Trader 21 28 30 31 34 45 46 47 48 49 50 52 57 59 85 142 148 185 193 211 217 218 219 220 221 223 225 228 229 232 234 235 236 240 243 Traders 14 44 150 182 Training 161 transfer 14 20 42 44 156 Unit 14 42 43 Unit transfers 14 Page 258 of 260 BIZAAR USER MANUAL update 50 59 161 245 250 251 Update 30 35 49 50 59 250 User 1 12 86 87 88 150 User Name 12 users 15 16 86 vacancy 169 vacant 21 28 29 Valid 54 Va
38. 1 Joe Bloggs d x Figure 22 Market unit transfers screen Adding Unit Requests to the System 49 To add additional unit requests to the system from the Unit Transfer tab proceed as follows a Select the unit being requested from the Select Unit dropdown list b Select the trader from the Select Trader dropdown list c Click on the Create Unit Request button to confirm the action The request will now be added to the bottom of the list of requests Confirming Unit Requests 50 To confirm a unit request shown on the Market Unit Transfers screen click on the tick J icon for the entry to be approved Declining Unit Requests 51 To decline a unit request shown on the Market Unit Transfers screen click on the cross icon for the entry to be declined Page 43 of 260 BIZAAR USER MANUAL All Unit Transfer Requests Screen 52 The All Unit Transfer Requests screen refer to Figure 23 shows all of the units requested for transfer with additional details of the time and date of the unit allocation A EF icon is provided to delete an entry from the list of requests on the All Unit Transfer Requests screen Kirklees Council Home admin s Markets Compliancy Checks Mitio Traders Reports invo cing Settings Change Pim Sign Out you are here gt Statement for on Googs gt ComHiancy Checke gt Markel Uni Trorsterg A ut Transfer Req All Unit Transfer Requests Pitch 1 Joe Bloggs 15 09 2011 14 30 58 ER Pitch 2 Joe
39. 132 c View existing markets on the system in the Active Markets section and edit them using the market name link in the Active Markets list to transfer to the existing Market screen refer to Paragraph 130 and 132 In addition there are three action buttons that allow the details for the individual markets to be updated as follows I A Market Units button that opens the Market Unit Summary screen refer to Paragraph 134 to allow the user to add edit and delete the units pitches and stalls available at the market li A Market Charges button that opens the Market Charge Summary screen refer to Paragraph 141 to allow the user to add edit and delete charges appropriate to the market iii A Market Settings button that opens the Market Settings screen refer to Paragraph 144 to allow the user to update settings for the market Page 97 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Treders Reports invobcing Settings Change Pin Sign Out you are here gt Reporting gt Inveicing System Manz Market Summary Create New Market New Recurring Market New Invoiced Ad Hor Market Active Markets Kirklees Batley Open Friday Market Market Units Market Charges Market Settings Kirklees Birstall Open Thursday Market Markel Units Market Charges Market Settings Kirklees Cleckheaton Sat Farmers Market Markel Units Markel Charges Market Settings Kirklees
40. 260 BIZAAR USER MANUAL A number view and letter view button that shows either a numerical or letter keypad The letter keypad includes a comma and full stop character and a space bar Letters are entered as per a mobile phone text i e multiple clicks on a character to input the desired character The Keyboard Entry screen will initially appear in the most appropriate mode A Back button that clears one character at a time A Clear button that clears the entire entry A button that cancels the keyboard operation and returns the user to the previous screen An button that returns to the previous screen and enters the content of the window into the relevant text box on the screen Figure 12 Keyboard entry screen Entering Data on the Keyboard Entry Screen 25 To enter data into the Keyboard Entry screen proceed as follows a Enter characters by clicking on the number or letter keys Page 139 of 260 BIZAAR USER MANUAL b If required swap between number and letter entry using the number view and letter view buttons C lf required delete individual characters using the Back button or all characters using the Clear button d On completion either I Click on the button to return to the previous screen without transferring the text li Click on button to return to the previous screen and transfer the text Dropdown Calendar Facility 26 The dropdown calendar facility opens a calendar refe
41. 51 LOGIN SOLES I iinei n shai miaaedemannndd E E ES 151 Logging into the Bizaar PDA Application cccccccseeeeeeeeeeeeseeeeees 152 Logging out of the Bizaar PDA Application ccccccssceseeeeeeeeeeees 153 Pala IanSter SCree i s25 c25ccsncaacgans a eo ena sanaicnaeaainsadccaiena eaeieeenseeees 153 Data Transfer Progress Screen vwsiecdiuivduduvervedveuatveseveiewuaeabotueivabdiuedbuls 154 Transferring Data between the PDA and PC ccccseeeeeseeeeseeeees 155 Cancelling a Dalal Tian Sten siccucssouteccre ih eerste etenna unease tieine tenes 156 WF ess se Ic ext GNON perenne move me enn Omori meric NORD Ons n Cem eee OOO ar 156 Set Location Button and Location Selection Screens and Message Boxes ee E EEEE EAE ETEA PETES ee oe ee ee E A ere a eee ee ee 157 SENG INE OCO rseson 160 Market SelOCtion SCION ciccccccccscccecnccsccsstenencceeensceaenceesescedeencsencneseneneees 162 Selecting a Market ciaavitinttaveinduiicieadidcegla vast lavavaelavintuislavdueideucvavasanuus 163 BIZAAR MARKET MANAGEMENT SCREEN ccccccseeeeeeeeeeeeeaeees 163 Manage Market Pitches SCIreen cccccccseeeeccseeeeeceeeeeeseseeesaseessaeaes 165 Vacancy Check Main SCreen cccccccccccsseeeeeseeeeesaeeeeeeseeeeeeseeeeessaaeeees 166 Vacancy Check Secondary SCreen acra 167 Carrying Out a Vacancy Check and Recording Trader Attendance 169 Recording a Trader s Reason for Absence cccceeeeeeeeeeeeeeeeeees 17
42. 7 b Click on the EE icon for the relevant market on the Trader s Markets section of the Trader Management screen Note No confirmatory warning is given when the delete icon is clicked on Update Trader Market Status Screen 7 7 The Update Trader Market Status screen refer to Figure 36 allows the user to set edit monitor and save the traders status for the selected market Page 58 of 260 BIZAAR USER MANUAL Kirklees Council Home admins Markets Compliancy Checks Unit Transfer Birclies Reports Invo cing Settings Change Pin Sign Gut you ane here gt Siz oT ies BOS gt Markei Wnt Trorsiers gt Trader List Joe Bloggs Update Trader Markel Stetus Update Trader Market Status Trader Status Regular Total Attendance 1 Total Missed 0 Consecutive 1 Attendance Consecutive 0 Missed Save Figure 36 Update trader s market status screen Updating a Traders Status 78 To update the status for the trader proceed as follows a Navigate to the Update Trader Market Status screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 iii The Update Trader Status link in the Trader s Markets section of the Trader Management screen b Select one of the following from the Trader Status dropdown list I Regular li Casual c Click the Save button Page 59 of 260 BIZAAR USER MANUAL Invoices Screen 79 T
43. An offer for a Pitch has become active for the current trader Please select their response Pitch Stall 02 Requested 06 04 09 13 46 29 Trader BROWN DAVID Action Acce pt ka Figure 51 Pitch offer screen Navigating to the Trader Statement Screen 91 To navigate to the Trader Statement screen proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Perform market rounds Click on the Collections and utility readings button to open the Perform market rounds screen Collections Click on the Collect money from your traders button to open the Collections List screen lf the float question message appears either i Click on d ves to open the Cash Counter screen and input a float value refer to Paragraph 79 li Click on a No to proceed to the Collections List screen lf required select an entry on the Filter dropdown list to filter the list of traders to show only traders with an outstanding balance Page 190 of 260 BIZAAR USER MANUAL f Click on the unit for which the payment is to be made g Click on the button to open the Trader Statement screen Note If the trader has been made the offer of a new unit the Pitch Offer screen refer to Paragraph 96 will open in place of the Trader Statement screen Jf OK h If the insurance warning message appears click on to accept the message Registering a Payment mad
44. Bizaar oct TMS SUPPORT SOLUTIONS TMSSS LIMITED Bizaar User Manual TMS Support Solutions Limited Alpha Court Business Park Swingbridge Road Grantham Lincolnshire NG31 7XT BIZAAR USER MANUAL Table of Contents BIZAAR OVERVIEW sienn E E E S 7 BIZAAR PCO APPEICA TION ccirciriceiiini ninin i 11 INTRODUC HON reon ee ea ea ei ee 11 LOG IN SCREEN FOR THE PC APPLICATION cceccceceeeeeeeeeeeeees 12 Logging onto the BiZaar System cccccceececseeeeeeeeesseeeeeseeeeeseeeesaees 12 COMMON SCREEN FEAT WR Sriciccseteie acted oiled a eens cent ee ales e celertie te 14 HOME TAB eRe ee ee Ot Oe eee eee 16 MARKETS TAB sts aca ee saa ean eee ees eel 16 Viewing My Open Market and My Upcoming Market Details 18 Viewing Closed and Cancelled Markets Details cceceeeeeeeeees 18 Market Management SCreen cccccccssececeeececseeeeeseeeesaeeeeseeeeeseeeeesaees 18 GIOSING 2 MarkKetecnssr hastens vensve yer eos N 22 Janice ING Marke oxsctst tance terete EN 22 Reconcile Takings Screen ccccccsecccceeeeceeeeceeceeseeeesseeeesseseesaeeeesaaeees 23 Reconciling Takings for a Market cccccccseceeeeeseeeseeeeeeeeneeeseeeeaeeens 24 Markel COMMENTS oComer EE E 25 PROGIING ASE a E a EI E EA PAE TA A ATA E E AE E 26 Viewing Previous Comments c ccccceeceeceeceeseeeeseeeeesseeeesaeeeesaaeeeeas 27 ADSent Traders oC GE Nita t eee eee O 27 Allocate Vacant Units Screen
45. Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system e Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Page 93 of 260 BIZAAR USER MANUAL Manage Locations Link 125 The Manage Locations link takes the user to the Location Summary screen refer to Figure 59 This screen details all locations on the systems and allows the user to a Adda market location using the New Location button in the Create New Location section to transfer the user to the New Location Detail screen refer to Paragraph 126 b View existing market locations on the system in the Active Locations section and edit them using the location name link in the list to transfer the user to the existing Location screen refer to Paragraph 127 Kirklees Council H me admin s Markets Compliancy Checks Umit Transfer Traders Reports Invotcing Settings Be ee aa you are here gt Reponing gt Invesceng System Manageme Location Summary Create New Location New Location Active Locations Kirklees 01484 273730 Salibury 01s Figure 59 Location summary screen New Location Detail Screen 126 The New Location Detail screen refer to Figure 60 has a A Name box for entry of the name of the market location b A Contact Nu
46. Holmfirth Sun Farmers Market Market Units Markel Charges Market Settings Kirklees Heckmondwike Sat Market Market Units Market Charges Market Settings Kirklees Holmfirth Thursday Market Market Units Market Changes Market Settings Kirklees Heckmondwike Tue Market Market Units Markel Charges Market Settings Kirklees Holmfirth Sat Market Market Units Market Charges Market Settings Kirklees Holmfirth Craft BH Mon Market Market Units Markel Charges Market Settings Kirklees Dewsbury 2nd Hand fr Market Market Units Markel Charges Market Settings Figure 62 Market summary screen New Recurring Market and Existing Recurring Market Screens 130 The New Recurring Market screen refer to Figure 63 and existing recurring Market screen has Note The New Recurring Market and existing recurring Market screens are similar and are updated in the same way with certain restrictions being applied to editing of the existing recurring Market screen The Add New Recurring Market screen is shown at Figure 63 a A Location dropdown list to select the location for the market b A Description box for entry of details for the market c An Available Vouchers tick box to activate a voucher scheme for the market if required d Seven Days tick boxes to create recurring markets on those days of the week ticked Page 98 of 260 BIZAAR USER MANUAL e A Save button to save the changes made on the screen to the database Kirkle
47. Log into the Bizaar PDA application refer to Paragraph 41 Page 155 of 260 BIZAAR USER MANUAL S d Click on the transfer button to transfer to the Data transfer window e If required click on the Synchronise Photos tick box to permit the transfer of photographs Photographs are transferred when a tick appears in the box Note Large numbers of stored photographs can severely impact the time it takes to transfer data f Click on the sa button to start the data transfer The Data Transfer progress screen will open to allow the user to monitor the data transfer g On completion of data transfer when the confirmatory message box Jf OK appears click on the button to return to the main menu screen Cancelling a Data Transfer 49 To cancel a transfer of data and return to the main menu screen at any time during data transfer click on the button MARKET SECTION 50 The Market section refer to Figure 25 comprises of two action buttons Note The market screen can only be accessed after the user has logged in If the user opens the screen before they have logged in Please login to see the i they are presented with a a information box A a Setlocaton button that opens the Location Selection screen refer to Paragraph 51 to permit the user to select the location town region that the user is responsible for Page 156 of 260 BIZAAR USER MANUAL Note Users will only see locations regions tow
48. Market 133 To add a new invoiced or ad hoc market proceed as follows a Ensure the required market location is registered on the system refer to Paragraph 128 b Navigate to the New Invoiced Ad Hoc Market or Existing Invoiced Ad Hoc Market screen by clicking on i The Settings tab li The Manage Markets link on the System Management amp Settings screen iii Then on the Market Summary screen either 1 On the New Invoiced Ad Hoc Market button to open the New Invoiced Ad Hoc Market screen if a new recurring market is to be added Page 101 of 260 BIZAAR USER MANUAL 2 On the market name link in the Active Markets list to open the Existing Invoiced Ad Hoc Market screen to update details for an existing market select the location for the market from the Location dropdown list Enter a description for the market in the Description box Click on the Available Voucher tick box if a voucher scheme is to be used for the market Enter a start date for the market in the Start Date box Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Market Unit Summary Screen 134 The Market Unit Summary screen refer to Figure 65 has the following action buttons and sections a A New Unit button to transfer the user to the Add Market Unit screen refer to Paragraph 135 that allows the user to add a single unit to the ma
49. SCreen cccsseceeseseeeeeeesaeeeesaees 56 Traders Markets Sectio Manran 57 Deleting a Trader from a Market cccccecccseeeceeeeeeeeeceeeeeeeeeseueeseees 58 Update Trader Market Status Screen cccccccccssceceeeeteeeeseeeeseeeesaneeeas 58 Updaung a Traders Slat wee edi coat erecta reread a a eeteeiieteegtah 59 VOICES SCV CIN tact riatss es eins alae soc eect lee hoa eadepoeterene tena canstececanstenececees 60 Viewing and Printing an Invoice Against a Trader 60 Trader Market Unit Summary Sereen cccccceeececeeeeeceeeeeeaeeeesaeeeeeaees 60 Assigning Market Unit s to a Tradelr cccccecccseeeeeeeeeseeeeeeeeeseeeesees 62 Deleting Market Unit s Assigned to a Trader ccccseceeeeeeeeeeeeeeees 62 Market Recurring Charges Screen cccccccccseeeeceeseeceeeeesaeseeseeeeesaaeees 63 Creating a New Recurring Charge ccccccssececeeeeeceeseeeeeeesaeeesaaeess 64 Deleting a Recurring CNArQe ccccccccsseccsececececeuseceuseceusecsueessusensaes 65 Market LICENCE SCIEN iein e aE EE EE EEO EREEREER 65 Recording a New Compliancy Check ccccsssccesseeeeeeeeeeseeeeeseeeeeaees 66 Adding Trader IC CNC OS arrama nervesesoveeesnavenendonmece 67 Deleting Trader LICENCES x2 2 scesacesesewseiareseisi netics eee angen 68 Markel VOUCHEFS OCC E epee 68 Updating Voucher Progress ccccccssccceeeeceeeeceeeceeeeeceeceeeesseeesseess 69 Adding a Voucher Aga
50. Select any available updates ready for installing from the provided list Page 250 of 260 BIZAAR USER MANUAL d Click on the Lag button to install the update following any screen prompts that appear e f required at any time click on the button to cancel the update and return to the Options section Device Settings Screen 156 The Device Settings screen refer to Figure 104 allows the user to change the default printer communications COM port and contains the following a A Printer COM Port dropdown list bo ALES the Options section button to confirm the change of COM port and return to c A button to cancel change of COM port and return to the Options section Device Settings Printer COM Port Figure 104 Device settings screen Page 251 of 260 BIZAAR USER MANUAL Settings Printer port 157 To change the printer port proceed as follows Options a If required click on the button to open the Options section b Click on the settings button to open the Device Settings screen WARNING CHANGING THE COMMUNICATIONS PORT FOR THE PRINTER MAY PREVENT THE BIZAAR APPLICATION PRINTING c Select the required printer port from the Printer COM Port dropdown list d Click on the L 7 button to confirm the change of COM port e If required click on the button to cancel the change of COM port Page 252 of 260 BIZAAR USER MANUAL TRIMBLE JUNO SB This sec
51. System a If required click on the D the System section button to open b Click on the 12 button to log out of the application Data Transfer Screen 43 The Data Transfer screen refer to Figure 22 allows the user to initiate the transfer of data between the PC Management System and the PDA The PDA Transfer screen consists of a A location indicator that will show the last location that was used on the PDA b A Synchronise Photos tick box that allows the user to set if photographs are to be transferred or not A tick in the box will allow the transfer of photographs Note Large numbers of stored photographs can severely impact the time it takes to transfer data c A Training Mode tick box that is currently inoperative d A sa button that starts the data transfer and opens the Data Transfer progress screen refer to Paragraph 44 e A gt 4 Cancel button that cancels the data transfer and returns the user to the Bizaar main menu screen Page 153 of 260 BIZAAR USER MANUAL Data Transfer Configure the transfer Kirklees Figure 22 Data transfer screen Data Transfer Progress Screen 44 The Data Transfer progress screen refer to Figure 23 graphically represents the transfer of data between the PDA and PC Management system The screen is divided into three sections listing the transfer actions each with progress bar beneath it Data Transfer checking network conn
52. TS 131 PDAS VAR ToS CE IN saat ccna ache ete sede Settee sal acetatastociee 132 Page 4 of 260 BIZAAR USER MANUAL starting Up the Bizaar PDA Application ccccccccseeeeeeeeeeeneeeeseaees 133 BLUETOOTH PRINTER CONNECTION cccccccseeeeeeeeeeeeeeeeeeesaaees 133 Troubleshooting Bluetooth Printer Non Connection ccceeee 134 BIZAAR PDA APPLICATION OVERVIEW sess32ocentece eco sstacncosesain esheets sete 136 Main Ment SChC CM secsseeseseszsusatesssseaiencsenedeostenedetuecomatonedanedosecenatscesowatetint 137 ETON SC GEN sesdecsioctdasdiactdecidactactdocadeebeos eset atatcasaadeedasaniedsemiensaceates 138 KEY DOIG Entry Sreser inks kek rikoen kana apun taut ANEK NEE AERA AU EANET evens vauvins 138 Entering Data on the Keyboard Entry Screen ccccsseeeeeeeeeeees 139 Dropdown Calendar Facility sessssissiermirie r 140 Selecting a Date from the Dropdown Calendar cccceseeeeeeeees 141 Pader SCALCI SChCCMN ciation a T 141 Carrying Out a Trader S arch ccccccccceececceeeeseeeeseeeeesaeeeeseeeeesaees 144 Camera Instructions and Camera Acceptance Screens 006008 145 TAKNE PNOO AD 9 omerree reetrnn rer or rrr ersten stare tert enstn omerrtes cee trnn Stcr 147 SIGMAUULC SCICSM rereana K aa RE 148 Completing the Signature Screen cceccccseeeeecseeeeecaeeeeeeaeeeesaeees 149 SYO TEM SEC MON sereine S om ne no ne 150 EXC NE SYSTE Manns ican vader tanh oho uteaas 1
53. Thank you for trading with us today Figure 19 Print receipt preview screen Printing a Receipt for a Trader 42 To printa receipt for a trader proceed as follows a Navigate to the Print Receipt screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen ili On an allocated link in the Attendance and Vacancies list of the Market Management screen Page 39 of 260 BIZAAR USER MANUAL iv On the Print Receipt button on the Trader Statement screen b Preview the receipt that appears on the screen and follow the on screen instructions for printing the receipt COMPLIANCY CHECKS TAB 43 The Compliancy Checks tab opens the Compliancy Checks screen refer to Figure 20 that details the traders on the selected market and permits the user to a View a traders compliancy checks b Conduct a check on the selected trader c Set the period over which checks are displayed d Record new compliancy checks using the Record Compliancy Check button to transfer to the New Compliancy Check screen refer to Paragraph 45 Kirklees Council Home admin s Markets Pees eee eee Unt iranesfer iraders Reports iInvotmng Settings Change Pim Sgn Lut you are here gt Statement for Joe Boggs gt Compliancy Ch Compliancy Checks Check Period All Iv Go Salibury tuesday Market Salibury Saturday Market Joe Bloggs Last Check 07 09 2011 Record Compliancy
54. The Comment screen will now show the traders name Select the type of comment from the Type dropdown list Click on the button to open the Keyboard Entry screen and enter a comment refer to Paragraph 25 We Manage Photos If required click on the Manage photos for thscomwent button to open the ies Take new photo S Add a photo to this comment Comment photograph screen followed by the button to open the Camera Instructions screen to capture a photograph to attach to the comment refer to Paragraph 35 cava OK Click on the gt d button and then the d button in the confirmation Information message that appears on the screen to save the comment and return to the Comment screen If required click on the K cvs button and then the A ves button in the confirmation Question message that appears to cancel the action and return to the Comment management screen Should the K ve button be clicked by accident click on the e No button to return to the Comment screen Page 203 of 260 BIZAAR USER MANUAL To View Previously Taken Photographs 106 To view previously taken photographs proceed as follows a lf required navigate to the main Comments screen as follows I Select a market refer to Paragraph 57 to open the Market Management screen w Manage market info li Click on the Market summary comments tc Dutton to open the Manage market info screen Comments iii Click on the Vew thecomments
55. VWielcome to Azgar gt My Morkelg gt Absent Traders Figure 13 Absent trader screen Allocate Vacant Units Screen 28 The Allocate Vacant Units screen refer to Figure 14 permits the user to allocate a stall pitch or unit to a regular trader stored on the system The screen comprises of the following elements a Two dropdown lists i Pitch Detailing any unallocated stall pitch or unit ii Trader Detailing any regular trader names stored on the system b The assign unit charges tick box that permits the user to assign the pre set cost s of this stall pitch or unit to the trader C A Save button to store the changes made by the user Page 28 of 260 BIZAAR USER MANUAL Kirklees Council oe admin s Markets Wera ee oe ee ee ee de ee A a a E a aT you are here gt Sahitwiry Saturday Marke Allocate Vacant Units Allocate Vacant Units Pitch Patch 1 Trader Joe Bloggs Assign Unit O Charges Add Unit Charges Save Figure 14 Allocate vacant units screen Allocating a Vacant Unit 29 To allocate a vacant unit proceed as follows a Navigate to the Allocate Vacant Units screen by clicking on i The Markets tab ii The link for the market from the My Open Markets section of the My Markets screen ii On the required unallocated link in the Attendance and Vacancies list of the Market Management screen b Select the pitch to be allocated c Select the trader the pitch is
56. ader Insurance data entry screen Vi If required click on the button at any time to cancel the current operation and return to the Trader Insurance overview screen select the start date for the insurance from the dropdown calendar refer to Paragraph 27 select the end date for the insurance from the dropdown calendar refer to Paragraph 27 Click on the button for the Insurer text box to open the Keyboard Entry screen and enter the insurers name refer to Paragraph 25 Click on the button for the Ref No value box to open the Keyboard Entry screen and enter the insurance policy reference number refer to Paragraph 25 Click on the button to save the trader insurance record Page 227 of 260 BIZAAR USER MANUAL OK vii Click on J in the Information message to return to the Trader Insurance overview screen Trader Vehicles Screens 129 There are two Trader Vehicle screens as follows a An overview screen refer to Paragraph 130 that opens on ah Trader Vehicles selection of the Swe Record and view this traders vehicles button and lists the vehicles recorded against a trader and allows them to be selected or a new vehicle to be registered b A data entry screen refer to Paragraph 131 that allows the details of vehicles to be edited added 130 The Trader Vehicle overview screen refer to Figure 82 has the following features Trader Vehicles Add New Vehicle Clic
57. an associated button to open the Keyboard Entry screen refer to Paragraph 24 to adjust the amount of the charge if required Initially the Value box will show the same value as the highlighted charge A button that will return the user to the Trader Account screen An button that accepts the charge and returns the user to the Trader Account screen which will now show the charge and new balance Charge Value Accept S Figure 50 Charge screen Page 188 of 260 BIZAAR USER MANUAL Pitch Offer Screen 90 The Pitch Offer screen refer to Figure 51 opens when the button on the Collection List screen is selected and an offer of a unit has been registered on the Management System Has the following information and action buttons a Three information lines giving the following details I Pitch detailing the unit being offered li Requested showing the date and time of the offer ili Trader showing the name of the trader being made the offer b An Action dropdown list with the following options I Accept indicating the trader accepts the terms and conditions of the offer li Reject indicating the trader rejects the offer Cc A button to cancel the offer and return the user to the Collections list screen mE button that commits all changes to the database and opens the Signature screen refer to Paragraph 36 Page 189 of 260 BIZAAR USER MANUAL Pitch Offer Cle
58. anage existing traders Edit traders record vehicles etc Hytton to open the Trader Click on the Search screen Page 221 of 260 BIZAAR USER MANUAL e Carry out a trader search refer to Paragraph 31 to select a trader and open the Trader Menu screen Updating a Trader s Details 123 To update a trader s details proceed as follows a Navigate to the Trader Menu screen refer to Paragraph 122 NS Bates Master b Click on the N62128 amp Cickheretoest button to open the first Update Trader screen Note The trader s name on the button will reflect the name of the currently selected trader c Update the traders details as detailed in the Add New Trader procedure refer to Paragraphs 120 f to 117 Note National Insurance NI Numbers are only visible during the initial setup of the new trader The NI number shows encrypted in the field when updating the trader details Searching for a Comments for a Trader through the Trader Menu Screen 124 To search for comments raised against a trader s records through the Trader Menu screen proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancychecss button to open the Manage market traders screen Manage traders c Click on the Add edit traders use holidays button to open the Manage traders screen Manage existing traders d Click on the Edi
59. anage market traders A Trader info and compliancy heds button that takes the user to the Manage Market Traders screen refer to Paragraph 111 with two submenus where traders can be added deleted or their records updated or a compliance check can be initiated button that takes the user back to the Markets section Manage Market Pitches Screen 60 The Manage market Pitches screen refer to Figure 32 has two submenus and a return to main screen facility accessed using the following action buttons a Vacancy check A Manage your market attendance button that opens the Vacancy Check main screen refer to Paragraph 61 where units that are vacant can be checked and regular trader absence can be recorded Pitch assignments A AssgnyourtrederstoPtches button that opens the Pitch Selection screen refer to Paragraph 69 where traders can be allocated to or removed from a unit button that returns the user to the Market Management screen Page 165 of 260 BIZAAR USER MANUAL Bizaar cy Manage market Pitches Vacancy check Manage your market attendance Pitch assignments CEH Assign your traders to Pitches an Back to Main Menu Figure 32 Manage market pitches screen Vacancy Check Main Screen 61 62 The Vacancy Check main screen refer to Figure 33 is made up of a series of pages and allows the user to check if a regular trader is absent or present view pitches that have no regular
60. anage markets O Manage merchandise C Manage system settings C Compliancy check C Manage unit transfer C Administrator O Manage traders CO Close markets Handheld System Permissions OVacancy check Unit Assignment C Collections O Manage Traders O Compliancy check CO Utility round Reset Pin Number Reset Users Pin Figure 56 User detail screen Page 88 of 260 BIZAAR USER MANUAL Adding Editing a User 121 To add a user to or edit a user on the system proceed as follows Note Items with a next to them are compulsory items and require data to be entered into them before the user record can be saved a Navigate to the User Detail screen by clicking on i The Settings tab i The Manage Users link on the System Management amp settings screen iii Then on the User Summary screen either 1 On the Create New User button to open the User Detail screen if a new user Is to be added 2 On the name link for a user in the Active Users list to open the User Detail screen to update details for an existing user b Inthe User Detail Section enter the following details I First name li Lastname li Username to be used on Bizaar systems iv Email v Telephone No vi Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system Page 89 of 260 BIZAAR USER MANUAL
61. andise Item Create New Merchandise Item Active Merchandise Items Cars chips Dolls Archived Merchandise Items There are currently no archived merchandise items Figure 74 Merchandise items screen New Merchandise Item Screen and Existing Merchandise Item Screen 149 The New Merchandise Item screen refer to Figure 75 and Existing Merchandise ltem screen has Note The Add Merchandise Item and Existing Merchandise Item screens are similar and are updated in the same way The Add Merchandise Item screen is shown at Figure 75 a An item Detail section containing i An Item Description box for inputting editing a description for the item il An Archived tick box b A Categories section containing a tick box for each of the merchandise categories input for the market refer to Paragraph 145 c A Save button to save the changes made on the screen to the database Page 120 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invoicing Foes Change Pim Sign Out you are here gt In Syste Managern A Se CH New Merchandise Item Item Detail tem Description Archived LJ Categories O Childrens Goods Cifood L Toys Save Figure 75 Add merchandise item screen Adding Editing Merchandise Items 150 To add edit a merchandise category proceed as follows a Navigate to the New Merchandise ltem screen or existing merchandise ltem screen by c
62. aph 13 Note the market managers details are set up and changed within the Settings tab iii The Compliancy Checks tab that allows the user to confirm trader licence compliance refer to Paragraph 43 iv The Unit Transfers tab that allows the user to transfer units stalls and pitches between traders refer to Paragraph 47 v The Traders tab used to add edit and delete regular traders and record details such as licencing and vehicles against them refer to Paragraph 54 Page 14 of 260 BIZAAR USER MANUAL vi The Reports tab that is specific to the management agency refer to Paragraph 100 vil The Invoicing tab used to create and manage invoices refer to Paragraph 103 vill The Settings tab used to manage the initial setup of each market refer to Paragraph 118 ix The Change PIN tab that allows the current operator to change their Log In PIN refer to Paragraph 152 x The Sign Out tab that allows the current operator to leave the application and returns the user to the Log In screen refer to Paragraph 154 ie Hardman s Markets Wer ue Ee ee eee ee eo a a E a ET i Figure 4 Sub menu selection tabs c The Bizaar application screen navigation aid detailing the users position within the application refer to Figure 5 Screen names in grey show the users current position in the system Screen names in purple provides a breadcrumb trail with each screen names being divided by the gt symbol Cl
63. ar and selecting the required month from the dropdown list then clicking on the year followed by the a r buttons to scroll backwards or forwards through the years b Click on the date required on the calendar to select the date and return to the previous screen c Alternatively if today s date is required click on Today to select today s date and return to the previous screen Trader Search Screen 28 The Trader Search screen has two states the filters screen refer to Paragraph 29 and the results screen refer to Paragraph 30 29 The filters screen refer to Figure 14 has an upper and lower part as follows Page 141 of 260 BIZAAR USER MANUAL The upper part of the filters screen has three filter text boxes with associated buttons to open the Keyboard Entry screen refer to Paragraph 24 The first few letters or numbers are input into one of the text boxes to search for a trader against one of the following criteria The Name of the trader li The Vehicle Registration Number VRN of a vehicle registered against the trader iii The Postcode against which the trader is registered The lower part of the screen has two action buttons as follows Perform Search Find traders matching the fitters Dutton that will carry out a search on the criteria in the filter box and open the results screen il A button that cancels the search and returns the user to the Pitch Assigning screen
64. aragraph 25 Q Click on the increment button to register the amount of float Ensure the value in the Current Cash value box has been adjusted by the amount entered as float Banking Excess Cash 80 To bank cash proceeds as follows a select a market refer to Paragraph 57 to open the Market Management screen Perform market rounds llections and utility readings button to open the Perform os Click on the market rounds screen FE Cash Counter Click on the Me contraithe cash counter function button to open the Cash Counter screen Page 179 of 260 BIZAAR USER MANUAL d Click on the enter a value for the amount to be banked refer to Paragraph 25 button to open the Keyboard Entry screen and e Click on the veremet button to register the amount being banked f Ensure the value in the Current Cash value box has been adjusted by the amount banked Collections List Screen 81 82 The Collections List screen refer to Figure 41 allows the user to select a trader to make a collection from gz Collections List Unit Trader _ __ __ P2 Bbggs Joe Pri BROWN DAVID w P4 Bloggs Joe P5 Brierley John w P40 Bloggs Joe wo P84 Bloggs Joe Figure 41 Collections list screen In the event that the Collections button is pressed and there is no float registered on the PDA application a question screen refer to Figure 42 will be shown Selecting I ves wil
65. atest provided update for the Bizaar application supplied by Bizaar team cC A button that opens the Device Setting s screen refer to Paragraph 156 to permit the user to change the default printer communications Com port for the Bizaar application WARNING CHANGING THE COMMUNICATIONS PORT FOR THE PRINTER MAY PREVENT THE BIZAAR APPLICATION PRINTING gt Options Update Settings Figure 98 Options menu screen Factory Reset Screen and Confirmation Question Boxes 150 The Factory Reset screen refer to Figure 99 allows the user to reset the Bizaar PDA application to the factory settings and contains the following a A warning to ensure the user understands the consequences of carrying out a factory reset on the data stored in the PDA b An instruction indicating the reset number and how to reset the Bizaar PDA application to the factory settings c Four dropdown number boxes to input the reset number d A button to stop the factory reset and return to the Options section Page 245 of 260 BIZAAR USER MANUAL 64 Factory Reset Warning Selecting reset will put your copy of Bizaar back to factory defaults and cause you to have to re run the setup wizard Please enter in the following 4 digit number to confirm you wish to reset 9813 Figure 99 Factory Reset screen e A button that will open the confirmation message refer to Figure 100 The confirmation message asks the user if the
66. attempting to print information proceed as follows a Ensure the printer is charged and has power applied green LED lit between power on and paper feed button If required charge the printer and apply power refer to Chapter 5 b Click on the Windows Start button on the bottom of the PDA Page 134 of 260 BIZAAR USER MANUAL Click on Settings trom the dropdown menu Click on the Connections tab at the bottom of the screen Click on the Wireless Manager icon lf the Bluetooth indicates that Bluetooth is OFF click on the bar and ensure Bluetooth is ON Click on the close gadget to return to the previous screen Click on the Bluetooth icon lf shown on the list of devices click on the printer entry lf not shown on the list of devices i Click on add new device li Wait for the list of new devices to appear iii Click on the printer device from the list indicated by the printer serial number iv Click on Next v Enter the PIN number 123456789 for the printer vi Click on Next vil Wait for the connection to be established during connection the printer should print the word Client four times vill Wait for the settings Bluetooth screen to appear and click on the printer name Click on the Serial Port tick box Click on Save Click on the COM Ports tab Page 135 of 260 BIZAAR USER MANUAL Click on New Outgoing Port Click on Next Select COM1 from the dropdown list Click o
67. be run on g Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database New Invoiced Ad Hoc Market and Existing Invoiced Ad Hoc Market Screens 132 The New Invoiced Ad Hoc Market screen refer to Figure 64 and Existing Invoiced Ad Hoc Market screen has Note The New Invoiced Ad Hoc Market and Existing Invoiced Ad Hoc Market screens are similar and are updated in the same way with certain restrictions being applied to editing of the Existing Invoiced Ad Hoc Market screen The Add New Invoiced Ad Hoc Market screen is shown at Figure 64 a A Location dropdown list to select the location for the market b A Description box for entry of details for the market c An Available Vouchers tick box to activate a voucher scheme for the market if required Page 100 of 260 BIZAAR USER MANUAL d A Start Date box for entering the start date for the market e A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compiiancy Checks Unit Transfer Traders Reports invotcing Settings Change Pin Sign Out you are here Himigicimg gt Syste Hanagemeni amp sebir New Invoiced Ad Hoc Market Market Detail Location Kirklees Description Available O Attendance Voucher Vouchers Start Date save Figure 64 New invoiced ad hoc market screen Adding Editing a New Invoiced Ad Hoc
68. ber Valid From Valid To Figure 32 Add insurance screen Page 53 of 260 BIZAAR USER MANUAL Adding Editing a Traders Insurance Details 69 To add edit a vehicle details against a trader proceed as follows a Navigate to the Add Insurance screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The Manage Trader Insurance button on the Trader Management screen iv Then either the Add Insurance button or insurance link on the Vehicle Summary screen b Type the insurers name in the Insurer box c Type the policy number in the Policy Number box d Type the policy start date in the Valid From box e Type the policy expiry date in the Valid To box f Click on the Save button View Comments Button and Comments Screen 70 Selecting the View Comments button takes the user to the Comments screen for the selected trader refer to Figure 33 This screen permits the user to a Add anew comment against the selected trader b View a list of any comments registered on the system for the selected trader The list of comments will include any comments created on and transferred from the PDA for the selected trader c Return to the Trader Management screen by clicking on the Back button Page 54 of 260 BIZAAR USER MANUAL 71 All comments are automatically given a date time stamp and can have any number of photograp
69. button that opens the Trader Search screen refer to Paragraph 28 to allow a trader to be allocated to the unit Remove Trader On the allocated screen a Sx Remove a trader from the Fitch button that allows a trader allocated to a unit to be removed from that unit Page 172 of 260 BIZAAR USER MANUAL Pitch Assigning m Pitch Assigning Pitch Stall 02 Status Available Pitch Stall 02 Status Occupied Trader N A Type N A Trader BROWN DAVID Type Casual Assign Trader Remove Trader Assign a trader to the Pitch Remove a trader from the Pitch Unallocated Allocated Figure 37 Pitch assigning screen Assigning a Trader to a Market Unit 73 To assign a trader to a market unit proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen S53 Manage market Pitches b Click on the BEE vecencychecisandassanments button to open the Manage market Pitches screen Pitch Assignments c Click on the H Assign your traders to Pitches button to open the Pitch Selection screen d Onthe Pitch Selection screen Click on the D and ting buttons to navigate to the page showing the unit to be allocated to the trader il Click on the siozbutton for the unit to be allocated iii Click on the ae y button to select the unit and open the Pitch Assigning screen Page 173 of 260 BIZAAR USER MANUAL iv If
70. ce of the button the button saves the new traders details c On completion when the button is selected a confirmation message refer to Figure 68 will appear selecting J ve will close and opens the Trader Menu screen refer to Paragraph 121 W Information The Trader was saved successfully Figure 68 Confirmation information message 115 The first New Trader screen refer to Figure 69 is for the input of the trader s National Insurance NI number and has the following features and data entry requirements a A message indicating that the traders National Insurance NI number is to be entered Page 212 of 260 BIZAAR USER MANUAL b A NI text box with an associated button that opens the Keyboard Entry screen refer to Paragraph 24 to enter the traders NI New Trader Please enter the trader s NI number and click next Figure 69 New trader National Insurance screen c The entry of the traders NI is a compulsory requirement if the button is pressed without entering an NI a warning message refer to Figure 70 will appear Selecting J will close the message and allow the user to complete the required You must enter an NI to search for before you can enter a new data input trader Figure 70 NI input warning message 116 The second New Trader screen refer to Figure 71 is for the input of the trader s personal details and has the following data entry requirements a A Titl
71. cence sSalibury Saturday Market Licence Record New Compliancy Check status Pass wl Note Record Check Last Check 15 09 2011 Last Check Details Pass Add Licence Item Childrens Goods w Mle Licence Summary chips Dolls Back E g Figure 40 Licence screen Recording a New Compliancy Check 88 To record a new compliancy check for the trader proceed as follows a Navigate to the Market Licence screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 u iii The Licence icon in the Trader s Markets section of the Trader Management screen b In the Record New Compliancy Check Section i Select either Pass or Fail from the Status dropdown list li Add any notes relevant to the compliancy check in the notes text box Page 66 of 260 BIZAAR USER MANUAL ili Click on the Record Check button to add the check to the system c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Adding Trader Licences 89 To add a licence to sell particular items to a trader proceed as follows a Navigate to the Market Licence screen by clicking on i The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 il The lt 2 icon in the Trader s Markets
72. ch li Stall lll Barrow iv Unit An Archived tick box to allow the entry to be archived so it Is not shown on the active system Page 103 of 260 BIZAAR USER MANUAL d A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Comphancy Checks Unit iransfer iraders Heports Invoeng Beet Change Pim gm Dut you are here gt Add Market Market Unit Detail Unit Number Unit Description Pach Archived oO Save Figure 66 Add market unit single screen Adding a Single Unit to a Market 136 To add a single unit to a market proceed as follows a Navigate to the Add Market Unit single screen by clicking on I The Settings tab li The Manage Markets link on the System Management amp Settings screen iii The Market Units button for the market to which the unit is to be added from the Active Markets list on the Market Summary screen iv The New Unit button on the Market Unit Summary screen b Enter the number for the unit in the Unit Number box c Select the type of unit from the Unit Description dropdown list d Click on the Archived tick box so a tick appears if the entry is to be archived Page 104 of 260 BIZAAR USER MANUAL Note Only tick the archived button if you wish to retain this record but not have it active on the system e Click on the Save button to apply any changes made to the screen and save them into t
73. ck Click on the Manage your market attendance button to open the Vacancy Check main screen L8 Record Vacancy Reasons Cl ick on th e Record reasons for trader absence button to open the Vacancy Check secondary screen Click on the and a buttons to navigate to the page showing the unit for which a trader s reason for absence is to be recorded Select the reason for the trader s absence from the dropdown list Click on the W button to accept the changes Perform Vacancy Check Click on the Set regular trader attendance Dutton to return to the Vacancy Check main screen Click on the W button to accept the changes and return to the Manage market Pitches screen Page 170 of 260 BIZAAR USER MANUAL Pitch Selection Screen 69 The Pitch Selection screen refer to Figure 36 is made up of a series of 70 71 pages and allows the user to check which units are assigned and to allocate a trader to or remove a trader from a unit The upper part of the screen shows the allocated status of the units at the market and has the following indicator selection buttons a A saoi indicator selector button that indicates that the unit has not been allocated to a trader and allowing it to be selected for allocation of a trader to the unit A sao indicator selector button that indicates the unit has been allocated to a trader and allowing it to be selected for removal of the trader from th
74. cle record OK l d Click on J in the Information message to return to the Trader Vehicles overview screen Trader Voucher Screens 133 The voucher system is Market Agency specific and is not used by all agencies The system allows traders to earn Vouchers for maintaining good market attendance this provides the trader with a financial incentive to turn up on market days The criteria for earning vouchers are defined in the Bizaar Management system Vouchers earned may be used by traders via the PDA to offset any rent cost the value of any voucher is defined within the management system 134 There are two Trader Vouchers screens as follows a An overview screen refer to Paragraph 135 that opens on Trader Vouchers selection of the bere button and lists the vouchers recorded against a trader and allows them to be selected Page 231 of 260 BIZAAR USER MANUAL b A data entry screen that is not currently covered in this manual 135 The Trader Voucher overview screen refer to Figure 86 has the following features ww Trader Vouchers Figure 86 Trader vouchers overview screen a A list of vouchers recorded for the trader selecting a voucher entry from the list will highlight the entry blue ready for selection b A button to return the user to the Trader Menu screen c An button to open the Trader Vouchers data entry screen for that voucher If the button is pressed without selecting an voucher
75. creen Printing a batch of Invoices 117 To print a batch of invoices for a specific market proceed as follows a Navigate to the Batch Invoice Printing screen by clicking on I The Invoicing tab ii The Batch Invoice Printing button on the Invoicing screen b Select the market for which the invoice is to be printed from the select Market dropdown list c Insert the date for the invoice in the Date generated box d Click on the Batch Print link The batch of invoices will be printed Page 84 of 260 BIZAAR USER MANUAL SETTINGS TAB 118 The Settings tab opens the System Management amp Settings screen refer to Figure 54 The screen contains a list of links that allow the user to set up and manage the system as follows a A Manage Users link that allows the user to manage the people who access and use the Bizaar system and the markets they manage refer to Paragraph 119 A Manage Charge Codes link that permits a user to add charge codes refer to Paragraph 122 All market charges are related to a parent charge code this code relates to the data held on external services e g financial systems A Manage Locations link that permits the user to add details of the locations where markets take place refer to Paragraph 125 A Manage Markets link that permits the user to add or change the details of an existing market that is registered on the system refer to Paragraph 129 A Manage Merchandise Categori
76. d closes the current session Note No warning is provided on this screen the user will be immediately logged off the PC application and will need to login again if the logoff was in error Page 125 of 260 BIZAAR USER MANUAL Page left intentionally blank Page 126 of 260 BIZAAR USER MANUAL BIZAAR PDA APPLICATION This Chapter introduces the user to the Bizaar PDA application including screens menus and functionality Note It is beyond the remit of this manual to cover the function and operation of the PDA Users of the Bizaar application must ensure they are fully conversant with all aspects of the PDA by referring to the user manual The use and safety requirements of the PDA must always be in accordance with the manufacturers supplied instructions INTRODUCTION 1 The Bizaar PDA application is a relational database that utilises a series of screens to allow the control of all aspects of the running of markets by a market manager The screens consist of selection tabs action buttons dropdown lists tick boxes and text and value boxes Dropdown lists are opened by clicking in the down arrow and then clicking on the item to be selected from the list that appears The PDA has a touch screen and is provided with a stylus to assist with selection Selection of the features on each screen is made by touching the item on the screen Touch screen selection will be denoted by the ohrase click on throughou
77. d adjust the value of the charge by clicking on the button to open the Keyboard Entry screen and entering the new value refer to Paragraph 25 Accept iii Click on the button to confirm the charge and return to the Trader Account screen Making a Trader Pitch Offer 96 Ifthe Pitch Offer screen opens when navigating to the Trader Statement screen proceed as follows a On the Pitch Offer screen i Click on the x as offer and return to the Collections List screen button at any time to cancel the pitch Page 193 of 260 BIZAAR USER MANUAL li Select either Accept or Reject from the Actions dropdown list iii Click on the gt d button to commit all changes and open the Signature screen On the Signature screen I Complete the Signature screen as detailed in the completing signature procedure refer to Paragraph 37 ii Click on the button to open the Charges screen and setup charges refer to Paragraph 95 Manage Market Info Screen 97 The Manage market info screen refer to Figure 52 has two submenus and a return to main screen facility accessed using the following action buttons a Comments A Wewthecommentsmadem aser button that opens the Comments management screen refer to Paragraph 100 where comments can be viewed added and deleted including supporting photographs Me Record weather A Record todays weste button that opens the Record Weather screen ref
78. d insurance details for the selected trader using the Add Insurance button to transfer the user to the Add Insurance screen refer to Paragraph 68 If the trader has no insurance the Manage Trader Insurance button will take the user straight to the Add Insurance screen with an additional warning banner to indicate that no insurance is recorded for the trader b View a list of trader insurance details registered on the system and open the Update Insurance screen to allow the insurance details to be updated or deleted The Update Insurance screen is similar to the Add Insurance screen and is not shown c Return the user to the Trader Management using the Back Button not shown Page 52 of 260 BIZAAR USER MANUAL Kirklees Council Home sdmin s Markets Comphency Checks Unit Transfer Traders Reports invoking Settings Change Pin Sign Out You are here gt Trader Search gt Benny Agbayani gt Insurance Summary Insurance Summary Add Insurance General 123456 Expires 01 02 2010 00 00 00 Figure 31 Insurance summary screen Add Insurance Screen 68 The Add Insurance screen refer to Figure 32 allows the user to add a traders insurance details onto the database Kirklees Council Home admins Markets Complamcy Checks Umit Iransfer Biteies Reports iinvoeomg Settings Change Pm Sgn Laut you are here gt Trader Ligt gt hep Bios INSUTANOe summari Add Insurance Add Insurance Insurance Detail insurer Policy Num
79. e 3 ActiveSync Setup Wizard h Click on the Cancel button to cancel any further setup of the partnership The main ActiveSync window will now open refer to Figure 4 Microsoft ActiveSync File View Tools Help a eh a ASP Sync Ay Schedule E Explore Guest Connected Hide Detail Information Type Status Figure 4 ActiveSync Connection window Check the windows shows Guest and Connected Page 130 of 260 j BIZAAR USER MANUAL Minimize the window The PDA is now connected to the PC and is ready to synchronize the Bizaar application 9 If an error or fault occurs disconnect the PDA from the PC and repeat the procedures detailed in Para 8 Registry Change 10 To implement a registry change so that the PC and PDA will automatically synchronise when connected together proceed as follows a Note This procedure should only be carried out by IT capable personnel seek advice from the Bizaar team before proceeding Click on the Start button select Run from the start menu or search for and select Run using the Search programs and files facility Enter regedit into the command box and click OK Navigate through the registry and left click on the HKEY_ LOCAL_MACHINE Software Microsoft WindowsCeServices entry Right click in the right hand panel on some free space and select New DWORD Value Name the DWORD Value to GuestOnly Double click on the new Gu
80. e 67 Add market unit multiple screen Adding Multiple Units to a Market 138 To add multiple units to a market proceed as follows a Navigate to the Add Market Unit single screen by clicking on I The Settings tab li The Manage Markets link on the System Management amp settings screen Page 106 of 260 BIZAAR USER MANUAL ii The Market Units button for the market to which the units are to be added from the Active Markets list on the Market Summary screen iv The Add Multiple Units button on the Market Unit Summary screen b Inthe Market Unit Detail section I Enter the first unit number in the Starting Number box li Enter the last unit number in the End Number box ili Select the type of unit from the Unit Description dropdown list c If required in the Add Charge for these units section I Select a charge from the Add Charge dropdown list li Click on the Add button to add the charge to the Charges for this unit list iii Add further charges as required d If required in the Charges for this unit section I Adjust the charge by changing the cost in the value box and clicking on the 7 icon ii Delete a charge by clicking on the icon e Click on the Add Units button to apply any changes made to the screen and save them into the database Existing Market Unit Detail Screen 139 The existing Market Unit Detail screen refer to Figure 68 has a A Market Unit Detail section conta
81. e Bloggs you are here gt Trader Statement Update Charges Update Payments Mark as Absent Print Receipt View Trader File daily rate 23 00 daily rate 23 50 Total Charged 47 00 Total Debi 0 00 Total Paid 0 00 Balance F47 00 Back to Market Summary Figure 15 Trader statements screen Charge Summary Screen 31 The Charge Summary screen refer to Figure 16 permits the user to add standard charges that have been pre set on the system for the stall pitch or unit being viewed The screen is divided into the following sections a An Add Charges section that contains i A dropdown list that permits the user to select from a list of pre populated charges for the market such as rent and cleaning li An Add button that adds the charge to the traders account for that stand Once added the charge will appear in the lower half of the screen in the Charges for Trader list Page 31 of 260 BIZAAR USER MANUAL b The Charges for Trader list that shows all charges applied to this trader for the stall pitch or unit selected To the right of each charge is a 7 icon which allows the value to be updated anda EF icon for deleting the relevant entry c A Back to Trader Statement button provided to return the user to the Trader Statement screen refer to Paragraph 16 Kirklees Council Cog admin s Markets Qe ye ee ee A ee Re ee ee aT you are here gt Charge Summary Add Cha
82. e Settings button that confirms any changes made to the settings and updates the database b A Restore Defaults button that returns the settings to the default settings input by the Bizaar team Page 122 of 260 BIZAAR USER MANUAL Kirklees Council you are here gt Reporting gt invoicing gt System Management amp Settings gt System Configurabon System Configuration Update Settings Restore Defaults Web address shown on invoice N File extension for photos pg Web service path for the PDA GRA MOB 750 Number of markets in the future that market reports are generated for 5 Web service timeout for the PDA 180 FTP server for the PDA to upload download from GRA MOB 750 FTP server port 21 FTP server timeout value 180 PDA lockout time 10 Months to default the compliancy search to 1 Backup web service path for the PDA GRA MOB 750 Name of the council customer Kirklees Council Company contact number 01476 583370 Company VAT number 0123456789 Width of the receipt 400 Honzontal dpi of the receipt 200 Vertical dpi of the receipt 200 Number of receipts to print 1 Left receipt indent 10 Receipt separator eee eee Default target for vouchers 12 Document upload folder http GRA MOB 750 BizaarDataF iles Upload path for files c Bizaar Files The authority name displayed on invoices Kirklees Council Line 1 of the issuing authontie s address Street Line 2 of the issuing authontie s address Town Line 3 of
83. e by a Trader for the Current Outstanding Balance on their Account Quick Payment Method 92 To register a payment for the current outstanding balance owed by a trader using the quick payment method proceed as follows a Ensure the Bluetooth printer is on and connected to the PDA refer to Paragraph 16 b Navigate to the Trader Statement screen refer to Paragraph 91 Click here to Quick Pay c In the Cash l button dropdown list select the type of payment being made Click here to Quick Pay d Click onthe _____ button to initialise the payment e Click on L ves in the payment confirmation question message to register the payment and print a receipt Note If the printer error message comes up check printer connectivity refer to Paragraph 19 Registering a Payment made by a Trader for an amount other than the Current Outstanding Balance on their Account Normal Payment Method 93 To register a payment for an amount other than the outstanding balance using the normal payment method proceed as follows Page 191 of 260 BIZAAR USER MANUAL a Ensure the Bluetooth printer is on and connected to the PDA refer to Paragraph 16 b Navigate to the Trader Statement screen refer to Paragraph 91 c Click on the My button to open the Trader Account screen Q d Click on the ramet button to open the Payment screen e On the payment screen I Select the payment method from the
84. e deleted from the trader refer to Paragraph 83 Kirklees Council Home admin s Markets Compiency Checks Umit rameter Mice Reports invotong Setings Change Pim Sogn Gut Au or ee EG Marked nit Tranclers gt Trader Lisi Joe Blom Trader Market Umi Sumim Trader Market Unit Summary Assign Market Unit to Trader Fic V Assign unit to Trader Traders Units Pitch 2 Pitch 4 Pitch 84 Pitch 1 Pitch 40 zagaa Back Figure 38 Assign market unit summary screen Page 61 of 260 BIZAAR USER MANUAL Assigning Market Unit s to a Trader 82 To assign a market unit to a trader proceed as follows a Navigate to the Trader Market User Summary screen by clicking on The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The icon in the Trader s Markets section of the Trader Management screen b Select the required unit from the dropdown list of units registered on the system c Click on the Assign unit to Trader button The newly assigned unit will appear at the bottom of the Traders Units list d Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Deleting Market Unit s Assigned to a Trader 83 To delete a market unit currently assigned to a trader proceed as follow a Navigate to the Trader Market User
85. e dropdown list for the input of the trader s title Mr Mrs etc Page 213 of 260 BIZAAR USER MANUAL Forename and Surname text boxes with associated buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter the trader s name An NI box that shows the word lt Encrypted gt in grey to indicate that the trader s NI number is on the system but is not shown for security reasons A DOB dropdown calendar refer to Paragraph 26 for the input of the trader s date of birth A Gender dropdown list for input of the traders gender male or female An Ethnicity dropdown list for the input of the trader s ethnic origin New Trader Title Dr Forename Surname NI DOB 19 05 77 i Gender Figure 71 New trader personal details screen i The entries for the traders Forename and Surname are compulsory requirements if the button is pressed without entering this data a warning message refer to Figure 72 OK will appear Selecting J will close the message and allow the user to complete the required data input Page 214 of 260 BIZAAR USER MANUAL You must enter the following fields to continue Surname Forename Figure 72 Name input warning message 117 The third New Trader screen refer to Figure 73 is for the input of the trader s address and has the following data requirements a Three Address text boxes a Town City text box a Region text box and a Postcode
86. e location they are responsible for and specific market at that location The markets section is selected using the a l TT Markets nun button An Options section refer to Paragraph 149 that allows the user to reset the PDA to the factory default settings load any updates for the application and change the printer communication port The Options Options section is selected using the buttons Bizaar Orf Krew AOL mar kel System 5 Transfer Markets Options Powered by TMS Support Solutions Ltd Figure 10 Bizaar main screen Page 137 of 260 BIZAAR USER MANUAL Error Screen 22 The Error screen refer to Figure 11 will appear The User can select either a The button to view details of the failure b The button to quit the application and restart the Bizaar PDA application 23 If the Error continues to occur contact the Bizaar team to obtain a solution to the problem a 42 15 27 An unexpected error has occurred in Bizaar exe Select Quit and then restart this program or select Details for more information The method or operation is not implemented Figure 11 Error screen Keyboard Entry Screen 24 The Keyboard Entry screen refer to Figure 12 allows the user to input numbers and letters into text and value boxes throughout the Bizaar PDA application and consists of the following a A window in which the text number selected is shown Page 138 of
87. e screen refer to Paragraph 123 b View existing charge codes on the system in the Active Categories section and edit them using the charge code name link in the list to transfer the user to the Update Charge Code screen refer to Paragraph 123 c View archived charge codes on the system in the Archived Charge Codes section and reopen and edit them using the charge code name link in the list to transfer the user to the Update Charge Code screen refer to Paragraph 123 Kirklees Council Home admin s Markets Oomplaency Checks Unit Transfer Tr ders Repris invoeceng Setings Change Pim gm Out you are here gt Reporting gt Invotcing Sys Charge Code Summary Add New Charge Code Create New Charge Code Active Categories dfghjk45678 r test Created On 22082011 11 27 51 MR110397501 Insurance Cleckheaton Farmers Created On 14 04 2071 09 16 39 MR110485146 Holmfirth Farmers Rents Created On 14 04 2011 12 17 50 MR110488011 Holmfirth Open Rents Created On 14 04 2011 16 33 41 il Archived Charge Codes Test Test Created Can 15 08 2017 13 5355 Figure 57 Charge code summary screen Page 91 of 260 BIZAAR USER MANUAL Add New Charge Code Update Charge Code Screen 123 The Add New Charge Code Update Charge Code screen refer to Figure 58 has Note The Add New Charge Code and Update Charge Code screens are identical and are updated in the same way The Add New Charge Code screen is shown at Figure 58
88. e unit The lower part of the screen has the navigation buttons for movement through the pages and the action buttons for the functions of the screen as follows The and ix buttons that allow the user to navigate through the available pages on the Pitch Selection screen to allow all units at the market to be viewed The Page1 1 icon indicates to the user which page they are currently viewing and how many pages in total there are A x iii button that returns the user to the Market Management screen A SEER y button that opens the Pitch Assigning screen refer to Paragraph 72 for a pitch selected in the upper part of the screen to allow assignment or removal of a trader for that unit Page 171 of 260 BIZAAR USER MANUAL es a pem Pitch Selection m m Stall 01 Stall 02 Stall 03 Pitch P1 Unit UOL Figure 36 Pitch selection screen Pitch Assigning Screen 72 The Pitch Assigning screen refer to Figure 37 has two states unallocated and allocated The upper part of the screen shows details for the unit its availability status and on the allocated screen the trader s name the type a trader they are i e regular or casual In the lower part of the screen there are the following action buttons a On both the unallocated and allocated screen states a button that returns the user to the Pitch Selection screen Assign Trader On the unallocated screen state an Assign a trader to the Fitch
89. e user to record the reason for a regular trader s absence Vacancy Check d Stall 01 Stall 02 Stall 03 Pitch P1 Unit UO1 Page 1 1 Record Vacancy Reasons Record reasons for trader absence Figure 33 Vacancy check main screen Vacancy Check Secondary Screen 64 The Vacancy Check secondary screen refer to Figure 34 is made up of a series of pages that shows all units that have an assigned trader but on which the trader has not been seen Page 167 of 260 65 66 BIZAAR USER MANUAL The upper part of the screen shows the unit names and allocated traders noted as absent with a dropdown list to indicate the reason for the absence The contents of the dropdown list is as follows a Absent b Absent authorised c Absent holiday d Absent sick e Absent unauthorised The lower part of the screen has navigation buttons and an accept change button as detailed for the main screen refer to Paragraphs 63 a Perform Vacancy Check and 63 b It also has a Set regular trader attendance Dutton that returns the user to the Vacancy Check main screen Vacancy Check Stall 01 Dillon James Po Unit UO1 Dillon James Page 1 1 Perform Vacancy Check Set regular trader attendance Figure 34 Vacancy check screen Page 168 of 260 BIZAAR USER MANUAL Carrying Out a Vacancy Check and Recording Trader Attendance 67 To carry out a vacancy check and
90. ecific roles for market managers officers and collectors can be created Management system Bizaar s web based management system enables full management control of all aspects of running your market in line with current legislation changing parameters to best suit the needs of the market at that time The Bizaar management system allows the transfer of information to and from the hand held system used by officers out on the market Multiple markets Whether you operate one market at one location multiple markets at one location or multiple markets at multiple locations Bizaar can handle it Trader incentives Monitor and manage unique incentives to encourage regular trader attendance Issue the use of incentives based on consecutive attendances time accrued or any other means to promote trader loyalty Improve efficiency Bizaar reduces administration time when compared to paper based systems allowing users to concentrate on their markets and traders Having immediate access to up to date information allows for more efficient market management plus faster cash collections and faster license and insurance checks Low cost Bizaar when compared with legacy systems will return significant savings The cost of ownership from initial purchase to training and use is low Remote updating capability and dependable support all contribute to making Bizaar value for money Custom reports Quickly generate clear and concise reports detai
91. ectivity Uploading mobile database Updating central database Generating new database Downloading new database Uploading new photos SSS Figure 23 Data transfer progress screen Page 154 of 260 45 46 47 BIZAAR USER MANUAL Each item in the list initially has an amber dot beside it to indicate that action is not complete The amber dot changes to a green arrow as that transfer action commences and the progress bar changes to blue Once the data for that item is transferred the green arrow changes to a green dot A button is provided that cancels the data transfer at any time and returns the user to the Bizaar main menu screen On completion of the data transfer a confirmatory message refer to Figure 24 will appear on the screen The confirmatory message has a Jf OK button to confirm the completion of data wy Information The transfer was completed successfully Click OK to return to the main menu Jf OK Figure 24 Confirmatory transfer message Transferring Data between the PDA and PC 48 To carry out a transfer of data between the PDA and PC proceed as follows a Synchronise the PDA to the PC by either i Creating a partnership refer to Paragraph 8 li If the PDA has been registered on the PC refer to Paragraph 10 switching on the PDA and connecting it to the PC using the USB connector provided b Start the Bizaar PDA application refer to Paragraph 15 c
92. een to the database Page 117 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks UnitTransfer Traders Reports invoicing Eas Change Pim fign Out Pet beeper B i you are here gt on saten Add Merchandise Cate Category Detail Category Name Confirmation LJ Question Confirmation Question Archived oO Save Figure 73 Add merchandise category screen Adding Editing Merchandise Categories 147 To add edit a merchandise category proceed as follows a Navigate to the Add Merchandise Category screen or existing merchandise Category screen by clicking on I The Settings tab li The Manage Merchandise Categories link on the System Management amp Settings screen lil Then on the Merchandise Categories screen either 1 On the Create New Category button to open the Add Merchandise Category screen if a new merchandise category is to be added 2 Onthe category name link in the Active Categories list or Archived Categories list to open the existing category screen to update details for an existing merchandise category Page 118 of 260 BIZAAR USER MANUAL b Input edit the name of the category in the Category Name text box c Tick the Confirmation Question tick box if a confirmation question for the category Is to be applied d Input a question into the Confirmation Question text box e Click on the Archived tick box so a tick appears if the entry i
93. en by clicking on i The Markets tab ii The link for the market from the My Open Markets section of the My Markets screen iii The Market Comments button on the Market screen b Select the comment type from the Comment Type dropdown list Page 26 of 260 BIZAAR USER MANUAL C Select a trader or Do Not Associate with a Trader from the Associate with Trader dropdown list d Type the comment into the comments box e On completion click on the Add Comments button The comment will now appear in the Market Comments list at the bottom of the screen Viewing Previous Comments 26 To view previous comments proceed as follows a Navigate to the Comments screen by clicking on i The Markets tab li The link for the market from the My Open Markets section of the My Markets screen ili The Market Comments button on the Market screen b Click on the required comment in the Market Comments list Absent Traders Screen 2 The Absent Traders screen refer to Figure 13 lists any traders that were found to be absent when the market was held The Absent Trader screen is populated either from data transfer from the PDA refer to Chapter 3 or allocating the trader as absent on the Trader Statement screen refer to Paragraph 30 Page 27 of 260 BIZAAR USER MANUAL Kirklees Council og ae admina Markets Bee pe ee ed Traders Reports iInvo cing Settings Change Pin Sign Gut you are here gt
94. endar refer to Paragraph 2 from which the search is to commence from f Select the type of complaint from the Type dropdown list Select Trader g If required click on the mumi button to open the Trader Search screen and search for a trader refer to Paragraph 31 Page 208 of 260 BIZAAR USER MANUAL Perform Search Click on the ne comments marca he fers button to carry out the search and open the Comment Search selection screen lf there are no comments meeting the search criteria select OK J on the result Warning message and refine the search criteria In the Comment Search selection screen if the comment required Back to Filters is not in the list click on the Return to the ters tof 288 button to return to the Comment Search filter screen and refine the search criteria Select a comment from the list Click on the LEME button to open the Comment screen for the selected comment On completion of viewing the comment click on the button to return to the Comment Search selection screen Manage Market Traders Screen 111 The Manage market traders screen refer to Figure 66 has two submenus and a return to main screen facility accessed using the following action buttons a Manage traders A Add Edit traders useholdays c button that opens the Manage traders screen refer to Paragraph 112 where new traders can be added and managed and trader holidays processed S Com
95. ently no archived market charges Figure 69 Market charge summary screen Page 111 of 260 BIZAAR USER MANUAL New Market Charge Screen and Existing Archived Charge Screen 142 The New Market Charge screen refer to Figure 70 and Existing Archived Charge screen has Note The New Market Charge and existing archived Charge screens are similar and are updated in the same way The New Market Charge screen is shown at Figure 70 a A Charge Name box for inputting editing the charge name b A Charge Code dropdown list containing the Agency Specific charge codes c A Vat Rate value box for the input of the rate of VAT for the charge d A Charge Value box into which the price of the charge including VAT is input e An Archived tick box f A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invotcing ettings Change Pin Sign Out you ane here gt Sys HA E New Market Charge Market Charge Detail Charge Name Charge Code mamase Vat Rate Charge Value inc Vat Archived oO Save Figure 70 New market charge screen Page 112 of 260 BIZAAR USER MANUAL Adding Editing Charges for a Market 143 To add a new charge or edit an existing charge allocated to a market proceed as follows a Navigate to the New Market Charge screen or existing market charge screen by clicking on I The Settin
96. er PROTONE acts jocicctetertete eana 193 Manage Market Info SCree n ccccccccceecccceeeeeeeecesseeeeeseeeeseaeeeseeeesaees 194 Record Weather SCreen a E 195 Recording the Weather for a Market cccceccceseeseeeeeeeeneeeseeeeees 196 Comments Management Screen cccccsscccceeeeceeeeeeseeesseeeesseeeeseeeees 197 COMMON SCKC CN ranana ra eet htc shiee cesta enced 198 Photo Viewer SCIEN 1 00 cecccceecccceeececceeeeceeecesseecesaeeeessaeeeseaeeeseeeeesaeeeeeas 202 Adang a Commen cc rhc E 202 To View Previously Taken Photograpns ccccseceeseeeeeeeeeeeeeeeeeees 204 GOMMENtSCAICI SGre Eiran E veicecee telat 205 Viewing an Existing COMMENL cccccceeccceeeeeseeeeesaeeeeseeeeesaeeeesaees 208 Manage Market Traders Screen ccccccceececeeseeceeeeseeeeeseeeeesaeeeeaees 209 Mange Traders SCreCN ariioinciniini nn Maneuenacaeccue 210 NOW TEAC Cl CC INS eee cteteeetee ct tah ee tne Ne 211 Adding a NEW Trader se cictisensocesgex aaa aa NEE 217 Tader Men SCre Cite eee a ee N 220 Navigating to the Trader Menu Screen c cccccseeeeeeeeeesneeeeseeeeeees 221 Updating a Traders DetallS cccccsscccssceceeeeceececeeseseeeessueesseeeeas 222 Searching for a Comments for a Trader through the Trader Menu SCOOT eee Re 222 Trader INSURANCE SCICONS ex cant sven canons tiancicandeete eerie 223 Adding Editing Trader Insurance Information ccccseceeseeeeeeeeees 226 Trader Vehicl
97. er screen Click on the button to open the Keyboard Entry screen for one of the following filter text boxes 1 Name 2 VRN 3 Postcode Enter the required text for the filter on the Keyboard Entry screen refer to Paragraph 25 i Perform Search Click on the Find traders matching hetee button to carry out a search and open the Trader Search results screen iv If required click on the button at any time to cancel the search and return to the Pitch Assigning screen b On the Trader Search results screen scroll through the list of traders to find the required trader Click on the traders name to highlight the trader to be allocated to the unit lf the traders name required does not appear in the list click Back to Filters on the Return to the filters to try again button to return to the Trader search filter screen and input new filter data as detailed above Page 144 of 260 BIZAAR USER MANUAL iv Click on the L lt 7 button to select the trader allocate them to the unit and return the user to the Pitch Assigning screen v If required click on the button at any time to cancel the allocation and return to the Pitch assigning screen Camera Instructions and Camera Acceptance Screens 32 There are two screens associated with the capture of a photograph as follows a The Camera instruction screen refer to Paragraph 33 b The Camera acceptance screen refer to Paragra
98. er to Paragraph 98 where the prevailing weather for the market can be recorded button that returns the user to the Market Management screen Page 194 of 260 BIZAAR USER MANUAL Bizaar rf Manage market info Comments View the comments made in Bizaar ie Record weather Record today s weather q Back to Main Menu Figure 52 Market info screen Record Weather Screen 98 The Market Weather screen refer to Figure 53 has the following functions and action buttons a A Current line entry showing the current recorded weather b A New Recording dropdown list to change the current recorded weather from a choice of i Sunny li Rain iii Overcast iv Snow cC A button that cancels the current operation and returns the user to the Manage Market info screen d A button that saves the selected new weather recording and returns the user to the Manage Market info screen Page 195 of 260 BIZAAR USER MANUAL We Market Weather Current Overcast New Recording Figure 53 Record weather screen Recording the Weather for a Market 99 Torecord the prevailing weather for a market proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Manage market info Click on the Market summary comments tc Dutton to open the Manage market info screen gt M Record weather Click on the s ysweste button to open the Mark
99. ers wy There are no used or expired vouchers Back Figure 41 Market Vouchers screen Updating Voucher Progress 92 To manage vouchers for the current trader proceed as follows a Navigate to the Market Vouchers screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 Page 69 of 260 BIZAAR USER MANUAL ii The Yowehes icon in the Trader s Markets section of the Trader Management screen b In the Vouchers being earnt section I Adjust the value of the vouchers earned against the relevant item in the Vouchers being earnt list li Click on the Update Voucher Progress button c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Adding a Voucher Against a Trader 93 To adda voucher against a trader proceed as follows a Navigate to the Market Vouchers screen by clicking on i The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The s icon in the Trader s Markets section of the Trader Management screen b In the Add Voucher section I From the first dropdown list select the required voucher from the vouchers registered on the system li From the second dropdown list select the unit against which the voucher applies fro
100. es Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invoicing Beto e Change Pim Sign Out you are here Himagicim System Manapereent 6 New Recurring Market Market Detail Location Kirklees klees I Available O Attendance Voucher Vouchers Days O Sunday O Monday Ll Tuesday O Wednesday CO Thursday O Friday O Saturday Save Figure 63 New recurring market screen Adding Editing a Recurring Market 131 To add edit a recurring market proceed as follows a Ensure the required market location is registered on the system refer to Paragraph 128 b Navigate to the New Recurring Market or Existing Recurring Market screen by clicking on I The Settings tab li The Manage Markets link on the System Management amp settings screen iii Then on the Market Summary screen either Page 99 of 260 BIZAAR USER MANUAL 1 On the New Recurring Market button to open the New Recurring Market screen if a new recurring market is to be added 2 On the market name link in the Active Markets list to open the existing recurring Market screen to update details for an existing market c Select the location for the market from the Location dropdown list d Enter a description for the market in the Description box e Click on the Available Voucher tick box if a voucher scheme is to be used for the market f Click on the Days tick boxes for the days that the market will
101. es SCreONS cccsecccceeceeceeeeeceeeeeeeecesaeseeseaeeessneeeseeeeeas 228 Adding Editing Trader Vehicle Information cc ccccseeeeneeeeeeeeees 230 Trader Voucher ScreGNS nasisa 231 Trader HONDAS SClO CAS igesi iii EEE 233 Authorising Trader Holidays srie a 236 Compliancy Check Screen os cicicscccceccccceseecccsecetcseeeceseceseseteseseeeteenesteeess 238 Carrying out a Compliancy Check on a Trader cccceeceeeeeeeee ees 242 OP TONS SECTION CR ener net Peete ree ne eee nnn een nen a Rone eee Se 244 Factory Reset Screen and Confirmation Question Boxes 00004 245 Bizaar Setup Wizard and Location Selection SCreen ccccseeeeeeees 247 Carrying Outa Factory OSC leri de eacetvawecceieeueassiued 248 System Update Screen 2cccscccccseccdeeecactieeeseeteescseetceeeeastuexccieuensseeeteeeens 249 Loading an Update to BIZ aMr cc ccccecccceeeeceeeeceeeeseeeeseeeeseeeeseeesees 250 DEVICE SETINGS SCrESN sco snsasteneysdsvancveen ieee N eeee 251 DSMIMGS AP MIME DO nren aaa cectaasananeeaater 252 TRIMBLE SUNG SB riire eee cee E eet seat erate 253 ZEBRA MZ220 PRINTER MANUAL ccccccccceeceeeeeeeeeeeeeseeeeeesaeeeeeeeas 255 Page 6 of 260 BIZAAR USER MANUAL BIZAAR OVERVIEW The aim of this chapter is to present the Bizaar user with an overview of the market management application referred to as Bizaar throughout this manual o Bizaar is a market management system that i
102. es link that permits the user to add edit and delete categories for merchandise refer to Paragraph 145 Trader licences comprise of a list of items that come under one category e g the clothing category A Manage Merchandise Items link that permits the user to manage items that a trader is licensed to sell and groups these items under a defined category refer to Paragraph 148 A Manage Custom Options link that permits the user to manage settings that the system uses behind the scenes refer to Paragraph 151 Page 85 of 260 BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports Inwobcing Settings Change Pin Sign Out you are here gt Trader List gt Reporma Imig System Managernvent amp Setting system Management amp Settings Manage Users Allows you to manage people who have access to this system and the markets they manage Manage Charge Codes Manage the codes that charges relate to Manage Locations Manage the locations where markets take place Manage Markets Enables you to add a new market of edit d tails of an existing market Manage market units market charges and markel settings Manage Merchandise Categories Trader Licences are made up of items grouped together in categories Manage Merchandise Items Manage the types of items a Trader can sell and the categories those items are in Manage Custom Options Manages the va
103. estOnly DWORD entry and set the value to 1 Ensure the Hexadecimal radio button is selected and click OK Close the registry Switch on and connect the PDA to the PC to ensure it connects with ActiveSync in Guest mode Page 131 of 260 BIZAAR USER MANUAL PDA START UP SCREEN 11 On application of power to the PDA the system will initialise and open the PDA start up screen refer to Figure 5 Start September 16 2011 oO Wi Fi OFF E B On Getting Started amp Tap here to set owner information No unread messages No tasks No upcoming appointments i Calendar Contacts Figure 5 PDA start up screen Start 12 The start up screen has a amp icon which will open the Start _ Bizaar dropdown list refer to Figure 6 which includes al icon that is used to start the Bizaar application i7 s N Today Cc Sleniar Contacts Figure 6 Start dropdown list Page 132 of 260 BIZAAR USER MANUAL 13 During the loading of the Bizaar PDA application a loading screen refer to Figure 7 will appear Bizaar cy LOADING Market Selection M Figure 7 Loading screen 14 On completion of loading the Bizaar main menu screen will appear refer to Paragraph 21 Starting Up the Bizaar PDA Application 15 To start the Bizaar PDA application proceed as follows a Switch on the PDA refer to Chapter 4 b Click on the it icon to open the Start d
104. et Weather screen select the current prevailing weather condition from the New Recording dropdown list Click on the aan S button saves the selected new weather recording Click on the K o button at any time to cancels the current operation and return to the Manage market info screen Page 196 of 260 BIZAAR USER MANUAL Comments Management Screen 100 The Comments management screen refer to Figure 54 has two submenus and a return to previous screen facility accessed using the following action buttons a Add new comment A Record a new comment button that opens the new Comments screen refer to Paragraph 101 where comments added including supporting photographs A es Fd and ven exstra comments button that opens the Comments Search screen refer to Paragraph 107 where previously recorded comments can be searched for and viewed A button that returns the user to the Management market info screen Bizaar Orf Comments Add new comment Record a new comment C Search existing comments _ Find and vew existing comments Figure 54 Comments management screen Page 197 of 260 BIZAAR USER MANUAL Comment Screen 101 The Comment screen has two states a The main Comment screen refer to Paragraph 102 b The photograph management Comment screen refer to Paragraph 103 102 The main Comment screen refer to Figure 55 has the following features and action buttons a A Trader li
105. fic market proceed as follows a Navigate to the Create Ad Hoc Invoice screen by clicking on i The Invoicing tab li The Create Ad Hoc Invoice button on the Invoicing screen b Select the market for which the invoice is to be generated from the select Market dropdown list c Select the trader for who the invoice is to be generated from the select Trader dropdown list d Select the type of charge from the Charge Type dropdown list The pre set value for the selected charge type will appear in the Charge Value box e If required amend the value in the Charge Value box f Insert the incurred date for the invoice in the Date Incurred box Page 83 of 260 BIZAAR USER MANUAL g If required insert a comment in the Comment box h Click on the Create Ad Hoc Invoice link The ad hoc invoice will be generated and displayed on the screen Batch Invoice Printing Button 116 The Batch Invoice Printing button takes the user to the Batch Invoice Printing screen refer to Figure 53 that allows the user to print a batch of invoices for a specific market refer to Paragraph 117 Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports teen Settings Change Pin Sign Out you ane here gt Trader List gt Reporing Ineoicing gt Eaich imotce Printing Batch Invoice Printing Select Market Salibury Saturday Markei Date generated 15 03 2011 Figure 53 Batch invoice printing s
106. gement screen Page 199 of 260 BIZAAR USER MANUAL Notes If the comments information has been completed a confirmation Information message refer to Figure 57 appears on the screen OK select J to accept the message and return to the Comment management screen wy Information The save was successful Figure 57 Confirmation information message If no data has been entered on the comments screen a Warning message refer to Figure 58 appears on the screen select OK J to accept the message and return to the Comment A Warning You must enter a comment before you can save screen Figure 58 Save warning message 103 The Comments photograph management screen refer to Figure 59 allows the user to view and take photographs and has the following features and action buttons a Box containing a list photographs identified by the date and time the photograph was taken Selecting a photograph will highlight the line entry in blue Page 200 of 260 BIZAAR USER MANUAL S View Photo View the selected photo i e Take new photo S Add a photo to this comment Back to comment Return to the comment details Figure 59 Comment photograph screen C3 View Photo b A 5S Yewthessiectephoto button that opens the Photo Viewer screen refer to Paragraph 104 for a selected photograph Note If no photograph has been selected a Warning message OK refer to Figure 60 appears on the screen
107. gs tab li The Manage Markets link on the System Management amp Settings screen ii The Market Charges button for the market on which the charge is to be added edited from the Active Markets list on the Market Summary screen iv Then on the Market Charge Summary screen either 1 On the New Charge button to open the New Market Charge screen if a new charge Is to be added 2 On the charge name link in the Active Market Charges list or Archived Market Charges list to open the existing charge screen to update details for an existing charge b Input edit the name of the charge in the Charge Name box c Select the charge code from the Charge Code dropdown list d Input edit the VAT rate in the Vat Rate box e Input edit the cost of the charge including VAT in the Charge Value box f Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system Page 113 of 260 BIZAAR USER MANUAL g Click on the Save button to apply any changes made to the screen and save them into the database Market Settings Screen 144 The Market Settings screen refer to Figure 71 has the following action buttons and sections WARNING CHANGING ANY OF THESE SETTING MAY CAUSE THE APPLICATION TO STOP RESPONDING OR CAUSE IT TO BEHAVE INCORRECTLY a A list of settings with corresponding tex
108. gure 21 allows the user to log into the Bizaar PDA application and comprises the following a A User dropdown list that allows the user to select their Username A PIN value box into which the user enters their four digit PIN The digits appear as stars in the box to prevent the PIN being read by unauthorised personnel button that opens the Keyboard Entry screen refer to Paragraph 24 A button that cancels the log in procedure and returns the user to the Bizaar main menu screen A button that logs the user into the Bizaar PDA application once a valid PIN is entered Page 151 of 260 BIZAAR USER MANUAL lj Enter PIN Figure 21 Log in screen Logging into the Bizaar PDA Application 41 To Log into the Bizaar PDA application proceed as follows a Start the Bizaar PDA application refer to Paragraph 15 b Click on the usm button to open the Log In screen c Select a username from the User dropdown list d Click on the L button to open the Keyboard Entry screen refer to Paragraph 25 e Either click on the button to log in or on the button to cancel the log in In either case the application will return to the Bizaar main menu screen NOTE the system will automatically log the user off the system after one minute of inactivity Page 152 of 260 BIZAAR USER MANUAL Logging out of the Bizaar PDA Application 42 To Log out of the Bizaar PDA application proceed as follows
109. hanged Cancel Market Figure 10 Cancel market screen Closing a Market 18 To close a market proceed as follows a Navigate to the Close Market screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen iii The Close Market button in the Close Market section on the Market Management screen Click on the Close Market button on the Close Market screen Cancelling a Market 19 To cancel a market proceed as follows a Navigate to the Cancel Market screen by clicking on I The Markets tab ll The link for the market from the My Open Markets section of the My Markets screen Page 22 of 260 BIZAAR USER MANUAL iii The Cancel Market button in the Close Market section on the Market Management screen b Click on the Cancel Market button on the Cancel Market screen Reconcile Takings Screen 20 21 The Reconcile Takings screen that allows the user to enter all takings for the day including notes coinage and cheques The lower half of the screen provides the user with a summary that includes a total banking amount based on the sum of each denomination entered on the screen Two action buttons are provided at the bottom of the screen as follows a The Recalculate button that recalculates the totals in the Summary once the user has updated any of the details for Notes Coins or Cheques b The Save button that
110. he Invoices screen refer to Figure 37 allows the user to view and select an invoice for printing for a trader Kirklees Council tome admin s Markets Compiancy Checks Unit Transfer Micce Reports invotcing Settings Change Pin Sign Out you are here gt Statement for Joe Boqas gt Market Unit Transfers gt Trader List gt Joe Bloggs gt invoice Invoices Trader Invoices Figure 37 Invoices screen Viewing and Printing an Invoice Against a Trader 80 To view an invoice for a trader proceed as follows a Navigate to the Invoices screen by clicking on L The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 iii The Invoices icon in the Trader s Markets section of the Trader Management screen b Click on any of the listed invoices to open the invoice c Follow the on screen instructions to print the invoice Trader Market Unit Summary Screen 81 The Trader Market Unit Summary screen refer to Figure 38 allows the user to view and manage the allocation of units to a trader The Trader Market Unit Summary screen has two sections and a Back button The two sections are as follows Page 60 of 260 BIZAAR USER MANUAL a An Assign Market Unit to Trader section that allows the user to assign a unit to a trader refer to Paragraph 82 b A Traders Units section that shows a list of units already assigned to the trader and allows the units to b
111. he database Add Market Unit Multiple Screen 137 The Add Market Unit multiple screen refer to Figure 67 has a A Market Unit Detail section containing i A Starting Number box for entry of the first number of the units to be added li An End Number box for entry of the last number of the units to be added iii A Unit Description dropdown list to select the type of unit from a choice of the following 1 Pitch 2 Stall 3 Barrow 4 Unit b An Add Charge for these units section containing i An Add Charge dropdown list containing all of the active charges for this market li An Add button to activate the charge against the unit Page 105 of 260 BIZAAR USER MANUAL c A Charges for this unit section that contains a list of all the charges allocated to this unit Each entry has I An editable value box showing the value of the charge The initial value in the box is the default set in Manage Charge Codes refer to Paragraph 122 i lt A F icon to delete the charge from the list iii An Add Units button to add the units to the database Kirklees Council you are here gt System Management amp Settings gt Market Summary gt Karkiees Bater Open Friday Market Unit Summary gt Add Market Unit Market Unit Detail Starting Number End Number Unit Description Pach wi Add Charge for these units Add Charge insurance xi Aad Charges for this unit Rental 15 00 J Figur
112. he holiday will appear at the end of the Available Holidays list e Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Deleting an Available Holiday 97 To delete any available holiday from a trader proceed as follows a Navigate to the Holidays screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The ea icon in the Traders Markets section of the Trader Management screen b Click on the E icon for the holiday to be deleted c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Page 73 of 260 BIZAAR USER MANUAL Add Trader to Market Section 98 The Add Trader to Market section refer to Figure 43 allows the user to add a trader to a market Add Trader to Market Add To Kirklees Gatley Open Friday Market Acted Figure 43 Add trader to market section Adding a trader to a market 99 To add a trader to a market proceed as follows a Navigate to the Trader Management screen by clicking on i The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 b Select the market to which the trader is to be added from
113. he only PDA supported by TMSSS A MZ 220 Bluetooth thermal printer provides a mobile print capability for the market manager and permits the printing of receipts for each financial transaction conducted Manufacturer s user information guides and other documentation for the safe operation of the ZEBRA MZ 220 Printer is available in Chapter 5 of this manual Page 9 of 260 BIZAAR USER MANUAL Page left intentionally blank Page 10 of 260 BIZAAR USER MANUAL BIZAAR MIS APPLICATION This Chapter introduces the user to the Bizaar MIS application including screens menus and functionality INTRODUCTION 1 The Bizaar Management Information System is a web based system that utilises a series of screens to allow the management of all aspects of the running of markets by a market agency The screens consist of selection tabs action buttons dropdown lists tick boxes hyperlinks underlined and coloured purple and text and value boxes Dropdown lists are opened by clicking in the down arrow and then clicking on the item to be selected from the list that appears selection of the features on each screen is made using the mouse in the conventional way Mouse operations will be denoted by the phrase click on throughout this chapter The application is accessed via a shortcut icon on the PC desktop that will open the application in Internet Explorer The Internet Explorer tools should not be used when using the ap
114. he traders VAT number refer to Paragraph 25 N Click on the y button to open the last New Trader screen On the last New Trader screen a Take new photo Click on the He Take a new photo of the trader button to open the Camera Information screen and take a photograph of the trader refer to Paragraph 35 Page 219 of 260 BIZAAR USER MANUAL ii Click on the d button to save the trader details to the PDA j On the confirmation Information message click on J ve accept the message and open the Trader Menu screen to add additional details refer to Paragraph 121 Trader Menu Screen 121 The Trader Menu screen refer to Figure 76 is opened after carrying out a trader search Alternatively the Trader Menu screen is opened when a new trader is added refer to Paragraph 120 The Trader Menu screen has five submenus and a return to previous screen facility accessed using the following action buttons SS Bates Master a A L862 286 Cickheretoedit button that has the selected traders name on the button and opens the Update Trader screen where a trader s details can be updated There are four Update Trader screens which are identical in operation to the final four New Trader screens refer to Paragraph 113 and are completed in the same way te Manage Insurance A 2 b S Record and view trader insurance button that opens the Trader Insurance screen refer to Paragraph 125 where trader insurance inf
115. hs assigned to the comment Only comments transferred from the PDA will have photographs Kirklees Council Home asdmin s Markets Comphancy Checks Unit Transfer Bit as Reports invoecing Setings Change Pin Sgn Out you are here gt Stalement for Joe Biogas gt Market Unit Transfers gt Trader List gt Joe Bloggs gt Cor Comments Add Comment Comment Type Complaint Add Comment Trader Comments 12 05 2009 08 41 59 jharten continues to be rude 12 05 2009 08 41 52 jharten This trader is very rude Back Figure 33 Comments screen Adding a Comment 72 To add a new comment for a trader in the Comments screen proceed as follows a Navigate to the Comments screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The View Comments button on the Trader Management screen b Select one of the following comment types from the dropdown list Page 55 of 260 BIZAAR USER MANUAL i Complaint ii Goods query iii Note iv Warning c Type the comment in the text box d Click on the Add Comment button View Files Button and Trader Files Screen 73 Selecting the View Files button takes the user to the Trader Files screen refer to Figure 34 This screen permits the user to a Browse for files associated with the trader on the system using the Browse button b Upload the files by clicking on the Up
116. hted location in the Please select a location text box The button only appears on the screen once a location has been selected in the Please select a location text box Page 159 of 260 BIZAAR USER MANUAL A Location Selection A Location Selection Please select a location Middington Please select a location Grantham Middington _ Get Training Mode Locations E Refresh Locations _ Get Training Mode Locations Refresh Locations No selection made Selection made Figure 29 Location selection operating screen Setting the location 55 To select the location town region for the market s proceed as follows Note The PDA must be connected to the management PC via ActiveSync for this process to be used failure to connect will result in an error message being generated a Synchronise the PDA to the PC by either i Creating a partnership refer to Paragraph 8 li If the PDA has been registered on the PC refer to Paragraph 10 switching on the PDA and connecting it to the PC using the USB connector provided akai ai TAS b If required click on the Sam RE button to open the Markets section Page 160 of 260 BIZAAR USER MANUAL A c Click on the settocation button the set locations warning message will open On the message either Click on the J button to confirm the PDA and PC are connected and open the Location Selection uploading screen iL C
117. icking on any purple screen name in the navigation aid with the mouse pointer will take the user to that screen The screen names shown in purple will time out after approximately 20 minutes if not visited and will no longer be displayed on the navigation aid In the event the screen name has timed out navigation to that screen is achieved using the sub menu selection tabs Note The internet explorer back and forward icons Ge should not be used to navigate through the bizaar system as this will result in data not being incorrectly saved on the database Always navigate through the Bizaar system using the instructions in the user manual Page 15 of 260 BIZAAR USER MANUAL you are here gt Welcome to Bizaar gt My Markets gt Compliancy Checks gt Market Unit Transfers gt Figure 5 Navigation aid 11 The rest of each screen contains the specific features for the individual functions of the Bizaar system refer to Paragraph 12 to 154 of Chapter 2 HOME TAB 12 The Home tab opens the Home screen refer to Figure 2 that contains a list of the support documentation provided with the Bizaar system and contact details for the Bizaar support team The support documentation can be directly accessed by clicking on the required document link from the list MARKETS TAB 13 The Markets tab opens the My Markets screen refer to Figure 6 that provides the user with an overview of all markets that they are responsible for and the stat
118. ining Page 107 of 260 BIZAAR USER MANUAL I A Unit Number box for editing of the units number li A Unit Description dropdown list to select the type of unit from a choice of the following 1 Pitch 2 Stall 3 Barrow 4 Unit ili An Archived tick box to allow the entry to be archived so it is not shown on the active system iv A Save button to save the changes made on the screen to the database An Add Charge for this unit section containing i An Add Charge dropdown list containing all of the active charges for this market li An Add button to activate the charge against the unit A Charges for this unit section that contains a list of all the charges allocated to this unit Each entry has I An editable value box showing the value of the charge The initial value in the box is the default set in Manage Charge Codes refer to Paragraph 122 li lt A 7 icon to confirm a change made to the value box ii A F icon to delete the charge from the list Page 108 of 260 BIZAAR USER MANUAL Kirklees Council you are here gt System Management amp Settings Market Summary gt Middington Street Market Monday gt Market Unit Summary Market Unit Detai Market Unit Detail Market Unit Detail Unit Number 1 7 Unit Description Pitch Archived O Save Add Charge for this unit Add Charge Lights Ada Charges for this unit Rental e 15 00 e EF Figure 68 Add marke
119. inst a Trader cccccceeeeceseeseeeeseeeeseeeeseeeenees 70 Deleting a Voucher From a Tradel cccccccsscecsececeeseceeseceueesusessuees 71 ONC AY OCOC essen E 71 Adding UOMO AY Credit sca attest ctenecvicieusietcieuaietcdcuetcmarcudiancucigecateeiaieee 72 Deleting an Available Holiday ccccccccseeceseeeeseeeeseeeeseeeeseeeseeeaaes 73 Add Trader to Market Section ccccccssccecseeeeceeeesseeeesseeeeeseeeeseeeeseaes 74 Adding a trader to a MAI K CU rie cpiorn cist ecient a n N ceded 74 REPORT O TAB ere erent anon mere eo ne on enn ee nee Oe ae Pe eee 74 Creating arebo escini eee eee eee eee 75 INVOICING TA B esias ssc anes eee ae 76 SS ANG NNO TOM MAW OCC Sar EEEE 77 Making a Payment Against an INVOICE ccccceececeeeeceeeeeeeeeseeeeseaees 78 Cancelling festa 9h 0 raea e sE E E S 79 VIEwng Am INVOIC Caes r E uaeenvasvauaated 79 BAICMINVOIC O BUHO M enee a rele nets arti aes tentan arta Trev ertoit nee eet eineertc ene 80 Creating a Batch of Invoices and Viewing a Specific Invoice from the BAC Ree eee ne a re nen ne a a 80 ChE ate INVOICE BUWONO 81 Creating an Invoice for a Specific Trader at a Specific Market 82 Page 3 of 260 BIZAAR USER MANUAL Create Ad Hoc INVOICE BUON eriein a 82 Creating an AG HOC INAV Ol CCS eco ceded erevensCorecina a 83 Pach INVOICS PRAING BUHO Msense aaa 84 Pining a pateh OF INVOICES mena aana AEA eel ae E AA 84 SE ee Gh TAB o
120. invoice for a specific trader at a specific market proceed as follows a Navigate to the Create Invoice screen by clicking on I The Invoicing tab li The Create Invoice button on the Invoicing screen b Select the market for which the invoice is to be generated from the select Market dropdown list c Select the trader for who the invoice is to be generated from the select Trader dropdown list d Insert the start date for the invoice in the Start Date box e Insert the end date for the invoice in the End Date box Click on the Create Invoice link The invoice will be generated and displayed on the screen Create Ad Hoc Invoice Button 114 The Create Ad Hoc Invoice button takes the user to the Create Ad Hoc Invoice screen refer to Figure 52 that allows the user to create a single ad hoc invoice for a specific market and trader refer to Paragraph 115 Page 82 of 260 BIZAAR USER MANUAL Kirklees Council Home admins Markets Compliancy Checks Unit Transfer Traders Reports toes Settings Change Pin iign Gut you are here gt Trader List gt Reporting Invaicing gt Create Ad Hoc imio Create Ad Hoc Invoice Select Market Salibury Saturday Market Select Trader Joe Bloggs Charge Type daily rate Charge Value 23 50 Date Incurred rigai EIEE Comment Figure 52 Create ad hoc invoice screen Creating an Ad Hoc Invoice 115 To create an ad hoc invoice for a specific trader at a speci
121. is section of managing the following for the selected trader or market a Updating trader status using the MP3 tade Status ink to transfer the user to the Update Trader Market Status screen refer to Paragraph 77 b Raising invoices against the using the icon to transfer the user to the Invoices screen refer to Paragraph 79 c Assigning units stalls or pitches to the trader using the icon to transfer the user to the Trader Market Unit Summary screen refer to Paragraph 81 dz d Manage charges for the trader using the icon to transfer the user to the Market Recurring Charges screen refer to Paragraph 84 Page 57 of 260 BIZAAR USER MANUAL e Manage the traders trade licences using the icon to transfer the user to the Market Licence screen refer to Paragraph 87 f Manage vouchers for the trader using the vouchers igon to transfer the user to the Market Vouchers screen refer to Paragraph 91 g Manage the trader s holidays using the 4 icon to transfer the user to the Market Holiday screen refer to Paragraph 95 h Delete the trader from the current market using the ie icon refer to Paragraph 76 Deleting a Trader from a Market 76 To delete a trader from a market proceed as follows a Navigate to the Trader Management screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59
122. k here to add a new vehicle Figure 82 Trader vehicle overview screen Add New Vehicle a A Glckhere to add anew vehicle button that opens a blank Trader Vehicles data entry screen to record a new vehicle against the trader b A list of vehicles recorded for the trader selecting a vehicle entry from the list will highlight the entry blue ready for selection Page 228 of 260 BIZAAR USER MANUAL c A button to return the user to the Trader Menu screen d An button to open the Trader Vehicles data entry screen for that vehicle If the button is pressed without selecting a vehicle entry a warning message refer to Figure 83 will appear OK selecting J will close the message and allow the user to select a vehicle from the list for editing You must selecta vehicle to edit 7 Figure 83 Selection warning message 131 The Trader Vehicles data entry screen refer to Figure 84 has the following features Date Modified 02 10 06 03 12 45 Date Created 02 10 06 03 12 45 Figure 84 Trader vehicle data entry screen Fl button to open the Keyboard Entry screen to input the Vehicle Registration Number for the vehicle a A VRN value box with a Page 229 of 260 BIZAAR USER MANUAL b Two line entries detailing the Date Modified and Date Created for the vehicle record c A button to cancel the data entry and return to the Trader Vehicles overview screen d A button to save the vehicle data
123. l open the Cash Counter screen refer to Paragraph 76 to allow the user to enter a float Selecting a No will open the Collections List screen without creating a float Page 180 of 260 BIZAAR USER MANUAL The cash counter s current cash is set to zero Would you like to add a float value Figure 42 Float warning screen 83 The Collections List screen and has the following features a A list of traders with a round colour coded disc to indicate current status of their accounts The individual accounts can be selected for further action and are highlighted blue when selected The current status of the accounts are indicated as follows I A green disc Prt to indicate the trader is paid up to date li A red disc to indicate that the trader is currently in arrears ili A yellow disc Ps to indicate that the trader charges are not yet configured A dropdown Filter list with the following selections i lt No Filter gt that shows all traders in the list of traders li Arrears Debt that shows only those items colour coded red in the list of traders ili Not charged that shows only those items colour coded yellow in the list of traders iv Paid In Credit that shows only those items colour coded green in the list of traders Page 181 of 260 BIZAAR USER MANUAL C A pai button that returns the user to the Perform market rounds screen d A button that either i Opens the T
124. lecting an item from the Available Holidays list A selection Warning message will appear refer to Figure 90 Selecting J i will accept the message and allow the user to select an item from the list A Warning You must selecta voucher to continue Figure 90 Selection warning message 141 On completion of the signature screen a confirmation Information OK message refer to Figure 91 will appear select I to accept the message and return to the Trader Search screen Page 235 of 260 BIZAAR USER MANUAL wy Information The holiday was booked successfully L Figure 91 Holiday confirmation message Authorising Trader Holidays 142 To authorise trader holiday for a future market proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Manage market traders Click on the Trader info and compliancychecss button to open the Manage market traders screen Manage traders Click on the Rec Eak traders use holidays lt button to open the Manage traders screen Trader Holidays Click on the Manage traders holidays button to open the Trader Search screen Carry out a trader search refer to Paragraph 31 to select a trader and open the initial Trader Holidays screen On the initial Trader Holidays screen I Click on the button at any time to cancel the current action and return the user to the previous screen iL Check the correc
125. lick on the ii button to return to the Markets section d Await the upload of location data indicated by the moving purple squares to complete and the Location Selection operating screen to open Note If the PC and PDA are not properly linked an error message OK will appear Click on the 7 button and reset the PC to PDA connection before proceeding e If required at any time during uploading click on the o di button to cancel the operation and return to the Markets section f If training is to be carried out click on the Get Training Mode Locations Tick box to place a tick in the box g If required click on the G Refresh Locations button to update the visible list of locations and load training locations if the Get Training Mode Locations Tick box is ticked Note The S Refresh Locations button only needs to be used if additional locations have been added to the Management System since it was last synchronised if the retrieval failed or if training locations are to be uploaded h Click on the required location in the Please select a location text box the t L button will appear Page 161 of 260 BIZAAR USER MANUAL Click on the t J button to load the data for that location town region this will open the synchronisation screen to retrieve all data for that location refer to Paragraph 43 j If required at any time click on the x current operation and retu
126. licking on I The Settings tab li The Manage Merchandise Items link on the System Management amp Settings screen il Then on the Merchandise Items screen either 1 On the Create New Merchandise Item button to open the New Merchandise Item screen if a new merchandise item is to be added 2 On the item name link in the Active Merchandise Items list or Archived Merchandise Items list to open the existing item screen to update details for an existing merchandise item b Input edit the item description in the Item Description text box Page 121 of 260 BIZAAR USER MANUAL c Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system d Tick the merchandise category or categories to which the item belongs in the Categories section e Click on the Save button to apply any changes made to the screen and save them into the database Manage Custom Options Link 151 The Manage Custom Options link takes the user to the System Configuration screen refer to Figure 76 This screen details user configurable options on the system which are initially set up by the Bizaar team on behalf of the Market Agency The screen has the following action buttons WARNING CHANGING ANY OF THESE SETTING MAY CAUSE THE APPLICATION TO STOP RESPONDING OR CAUSE IT TO BEHAVE INCORRECTLY a An Updat
127. lid from date 54 Valid to date 54 Vehicles 50 view 25 41 45 50 52 54 137 204 View 40 49 54 Vouchers 69 70 71 231 warning 58 114 125 129 151 177 Warning 25 56 129 WARNING 114 122 245 248 252 weather 164 195 196 Weather 196 Wizard 130 ZEBRA 9 255 Page 259 of 260 BIZAAR USER MANUAL Page 260 of 260
128. ling traders and arrears market attendance and takings Determine market performance identify problem traders and review market charges with ease Audit trail Bizaar users can be confident in the security of their market data Authentication authorization roles permissions and encryption are just some of the industry standard security processes built into Bizaar All data changes are logged enabling full audit capability Dedicated helpdesk Should you have any concerns you have a dedicated helpdesk to hand With remote access updates and application error reporting tools your concerns can be diagnosed and resolved quickly and efficiently Page 8 of 260 BIZAAR USER MANUAL Market management is a real time issue for many councils and market operators the majority of markets generally require a substantial number of resources to effectively manage them PDA operation is conducted on the versatile Trimble Juno SB installed with the Bizaar PDA application Operation functionality and fault finding for the Juno SB are beyond the scope of this manual which assumes an existing underpinning user knowledge of the unit Manufacturer s user information guides and other documentation for the safe operation of the Trimble Juno SB is available in Chapter 4 of this manual Note Other PDA models can be used with the Bizaar application however the Juno SB has proven to be the most versatile and efficient PDA for the application and is t
129. ll markets Pitch Occupancy Report Lists the regular trader for a pitch and who occupied that pitch on a given date neiliation R Tae reconciled on all markets for the selected date Special Reports DWP Fraud Audit Report Details of traders who have attended a market between selected dates This report generates a tsv file that you can download and view in excel or notepad Figure 44 Reporting screen Creating a report 102 To create a report from the Reporting screen proceed as follows a Click on the Reports tab to open the Reporting screen b Click on the link for the report that is required to transfer to the specific report set up screen refer to Figure 45 c Select the criteria for the report on the Report screen d Click on the Generate button The report will be generated and displayed on the screen Page 75 of 260 BIZAAR USER MANUAL Kirklees Council admin s Markets Compliancy Checks UnitTransfer Traders Reports invoicing Settings Change Pin Sign Out you are here gt Stalement for Joe Biogas gt Market Unit Transters gt Trader List gt Reporting gt Market Takings Report Market Takings Report Select markets to include O Kirklees Batley Open Friday Market UC Kirklees Birstall Open Thursday Market O Kirklees Cleckheaton Sat Farmers Market Oi Kirklees Holmfirth Sun Farmers Market Kirklees Heckmondwike Sat Market O Kirklees Holmfirth Thursday Market O Kirklees Heckmondwike Tue Market
130. load link once a browse has been completed c Return to the Trader Management screen using the Back button Kirklees Council Home admins Markets Compiency Checks Unit Transfer BiroeGies Reports iInvoeting Setimngs Change Pin Seon Out you are here gt Statement for Joe Boggs Marked Unii Transters Trader Lis Joe Begips racer File Trader Files Upload file for trader Files must be less than 16 Mb for upload LGrowse _ Upload Traders Files This Trader Does Not Have Any Files Associated Back Figure 34 Trader Files screen Page 56 of 260 BIZAAR USER MANUAL Trader s Markets Section 74 The Traders Markets section of the Trader Management screen refer to Figure 35 allows the user to view a list of the markets to which the trader is currently associated Trader s Markets Middington Street Market Monday Joined 12 02 2009 16 56 26 an A a au g Vouchers Current Status Regular Update Trader Status Units Charges Licence Holiday Middington Street Market Friday de a H m Joined 12 02 2009 16 56 26 5 EE Current Status Regular Update Trader Status Licence Vouchers Holiday H EH p 7 ca cae D ym uw Middington Indoor Market Saturday E A Ww EJ _ Joined 12 02 2009 16 56 26 x EE Current Status Regular Update Trader Status Units Charges Licence Youchers Holiday Figure 35 Trader s markets section 75 The user has the capability from th
131. m the units registered on the system Page 70 of 260 BIZAAR USER MANUAL ili Click on the Add Voucher button The newly created voucher will appear at the bottom of the list of vouchers in the Vouchers awaiting Use list Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Deleting a Voucher From a Trader 94 To delete an existing voucher from a trader proceed as follows Navigate to the Market Vouchers screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The s icon in the Trader s Markets section of the Trader Management screen In the Vouchers awaiting Use list click on the associated EE icon for the voucher to be deleted Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Holiday Screen 95 The Holiday screen refer to Figure 42 allows the user to view and manage trader holiday permits The Holidays screen has three sections and a Back button The three sections are as follows An Add Holiday Credit section that allows the user to add holiday credit for a traders pitch refer to Paragraph 96 Page 71 of 260 BIZAAR USER MANUAL b An Available Holidays section that allows
132. maden Bear button to open the Comments management screen Add new comment iv Click on the Recordanewcomment button to open the main Comments screen Ve Manage Photos v Click on the Menage photesforthecement button to open the Comment photograph screen select the photograph required to be viewed from the list of photographs S View Photo Click on the S Vew the s ected photo button to open the Photo Viewer screen On completion of viewing the photograph click on the lt oo button to return to the Comment photograph screen Page 204 of 260 BIZAAR USER MANUAL Comment Search Screen 107 The Comment Search screen has two states a b The Comment Search filter screen refer to Paragraph 108 The Comment Search selection screen refer to Paragraph 109 108 The Comment Search filter screen refer to Figure 62 allows search criteria to be entered to produce a list of comments that can be viewed from the Comment Search selection screen The Comment Search filter screen has the following features and action buttons a A Date From the dropdown calendar refer to Paragraph 26 that allows the user to select the date from which the search is to be made A Type dropdown list that allows the user to select the type of comment from the following options i Complaint li Goods Query ili Note iv Warning Select Trader A Trader line and associated ts mosom button tha
133. mber box for entry of the phone number for the market location c A Vat Number box for entry of the VAT number for the market location Page 94 of 260 BIZAAR USER MANUAL d A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invotcing Change Pin Sign Cut you are here imijicimg gt System Management amp Settings New Location Detail Location Detail Name Contact Number Vat Number Save Figure 60 New location detail screen Existing Location Screen 127 The existing Location screen refer to Figure 61 is identical to the New Location Detail screen with the exception that it shows the location name at the top of the screen and has an additional Restore Defaults button The Restore Defaults button is for restoring the defaults set in the Manage Customs Options link of the System Management amp Settings screen and is not currently used Kirklees Council Home admin s Markets Compiiancy Checks UnitTransfer Traders Reports Invoicing din pES Change Pin S gn Out you are here gt in ciney SCR Peer eee ee Kirklees Location Detail Name Karka Contact Number 01484 223730 Vat Number 123456780 Restore Defaults Save Figure 61 Existing location detail screen Page 95 of 260 BIZAAR USER MANUAL Adding Editing Location 128 To add a new location or edit an existing location proceed as foll
134. n Finish Click on OK Click on the close gadgets for all screens until returned to the Bizaar PDA application BIZAAR PDA APPLICATION OVERVIEW 20 The Bizaar PDA application always opens with the System section action buttons visible this screen is referred to as the Bizaar main menu screen refer to Paragraph 21 In the event that the Bizaar PDA application suffers a major system error an Error screen will appear refer to Paragraph 22 In addition the application has the following common features that are accessed at different points while using the Bizaar PDA application a A Keyboard Entry screen refer to Paragraph 24 for input of data A dropdown calendar refer to Paragraph 26 for input of dates A Trader Search screen refer to Paragraph 28 to allow the user to search for a trader A Camera instruction and Camera acceptance screen refer to Paragraph 32 that allows a photograph to be taken Page 136 of 260 BIZAAR USER MANUAL Main Menu Screen 21 The Bizaar main menu screen refer to Figure 10 is split into three primary sections as follows a A System section refer to Paragraph 38 default view that allows the user to log in and out of the application to start the transfer of data between the PC and PDA and to exit the application The system section is selected using the amp System button A Markets section refer to Paragraph 50 that allows the user to select th
135. nce violation b utton 2 If the trader is compliant click on the Compliancy Rules Met Mark the trader check as OK butto n Page 243 of 260 BIZAAR USER MANUAL h On the Note confirmation message either Click on the n e button to return the user to the Trader Licence screen if no note is to be recorded against the compliancy check Click on the J es button to open the Compliancy Check New Note screen if a note is to be recorded against the compliancy check I On the Compliancy Check New Note screen Click on the button at any time to cancel the current action and return to the Compliancy Check action screen Click on the Onscreen ee button to open the Keyboard Entry screen Enter the note required using the Keyboard Entry screen refer to Paragraph 25 Click on the button to save the compliancy check and return to the Trader Licence screen OPTIONS SECTION 149 The Options section refer to Figure 98 comprises of three action buttons ry a Factoryreset button that opens the Factory Reset Screen refer to Paragraph 150 to permit the user to reset the PDA to the factory default setting Page 244 of 260 BIZAAR USER MANUAL WARNING A FACTORY RESET WILL WIPE BIZAAR SOFTWARE DATA STORED ON THE PDA AND WILL NEED TO BE REINSTALLED THROUGH THE SETUP WIZARD b An Lt button that opens the System Update Screen refer to Paragraph 154 to permit the user to load the l
136. ne witha button that transfer the user to the Trader Search screen refer to Paragraph 28 to select a trader against which the comment is to be made If the comment is a general comment a trader should not be selected and the line left to read N A b A Type dropdown list to record the type of list from a choice of i Complaint li Goods Query ii Note iv Warning c A Date Time line that will show the date and time at which the comment is recorded once complete d A comments block with a transfer the user to the Keyboard Entry screen refer to Paragraph 24 to enter the text for the comment We Manage Photos A Menage photos ferthecomment button that opens the Comment photograph management screen refer to Paragraph 103 Page 198 of 260 BIZAAR USER MANUAL a Comment Trader N A Type Compkint Date Time N A i O Manage Photos Manage photos for this comment Figure 55 Main comment screen A button that cancels the current operation On selection a confirmation question message refer to Figure 56 L Yes appears on the screen selecting confirms the selection and returns the user to the Comments management screen and selecting e No closes the message box without exiting the Are you sure you wish to current screen cancel Gf Yes J no Figure 56 Cancel confirmation question message A button that saves the new comment and returns the user to the Comments mana
137. nfigured correctly in the PC Bizaar Management System refer to Chapter 2 e Switch the PDA ON in accordance with the manufacturer s instructions refer to Chapter 4 Page 128 of 260 BIZAAR USER MANUAL f Connect the PDA to the PC using the supplied PDA USB cable After a brief pause the ActiveSync window will open on the PC refer to Figure 1 Microsoft ActiveSync i Sync 5 Schedule Explore Connected ai ActiveSync Retrieving settings de Details Information Figure 1 ActiveSync 1 g Click on the OK button in the warning box refer to Figure 2 to acknowledge the ActiveSync application The second ActiveSync window will open refer to Figure 3 Microsoft ActiveSync You will be able to synchronize only Files Folders and other non Outhook items iF you continue To synchronize E mail Calendar Contacts Tasks and Notes with this computer do the Following Disconnect the device install and run Outlook and then reconnect the device and complete the Synchronization Setup Wizard Figure 2 ActiveSync Warning Box Page 129 of 260 BIZAAR USER MANUAL iS synchronization Setup Wizard Welcome to the Pocket PC Sync Setup Wizard To set up a sync partnership between this computer and your Pocket PC click Next IF you click Cancel you can still Copy and move files between your Pocket PC and this computer Add and remove programs on your Pocket PE r e Figur
138. ns that have been assigned to them through the Bizaar PC management system w b Selectmarket button that opens the Market Selection screen refer to Paragraph 56 to permit the user to select the market that they need to manage at the location town region previously selected ENS Bai Markets EEA A Set Location Select Market Figure 25 Market section menu screen Set Location Button and Location Selection Screens and Message Boxes 51 Prior to selecting the Set Location button the PDA must be connected to and synchronised with the PC Management System refer to Paragraph 48 On initial operation of the Set Location button a warning message refer to Figure 26 will appear with the following buttons a A S ves button to confirm that the PDA and PC are connected that will allow the Location Selection uploading screen to open refer to Paragraph 53 b A a aii button to confirm that the PDA and PC are not connected and return the user to the Markets section Is your mobie device connected to the correct network and or paired with ActiveSync Figure 26 Set location warning message Page 157 of 260 02 03 BIZAAR USER MANUAL in the event that the MARES button is selected and the PDA and PC are not connected the Locations Selection upload screen will open followed by a further warning message refer to Figure 27 The message has a Jf OK Selection screen button to accept the message and
139. nt Cash for the value of 23 50 Figure 46 Quick payment confirmation message Page 184 of 260 BIZAAR USER MANUAL C A button that returns the user to the Collections List screen d A button that opens the Trader Account screen refer to Paragraph 87 Trader Account screen 87 The Trader Account screen refer to Figure 47