Business Manager Web User`s Manual
Contents
1. Web Characteristic Employee Mamie Muriber 4 23 Address Pension Mumber Comments p 7 ee Country x Postal Code Phone Murmber Emai Address Responsibility Dates Job Cashier Start Date Ei Department End Date E Status Who is a Salesman Salesmen are employees of your company who are involved in sales and commission activities Each salesman is assigned a unique number that identifies the salesman to Business Manager A salesman can be attributed to a sales transaction at the time of sale using his salesman number Business Manager provides extensive sales reports for salesmen as well as a powerful automated commission structure which rewards salesmen according to their sales performance How to enter salesman information Salesmen are employees of your company and hence they are configured as employees using Company gt gt Employee gt gt Enter New Employee program This program holds information about an employee in multiple tabs However for salesmen you only need to complete the information in the first tab Characteristics After you fill in the information in the first tab for a new salesman select the Save button to save the new salesman When entering a new salesman the following fields are of particular importance Jame Type Enter Mews Employee Program View Employee Prograrn Maint Beene Modity Erniployee Prograrn H2. software in your computer Acrobat reader is a free software that you can download from www adobe com Balin A amp Be ye Thi El Copyright Atlantis Consulting Group Inc 2003 Page 29 How do all sales reports work Business Manager Web Each report first provides you with a list of start and end parameters by which you can limit the information that is to be presented on the report If you do not wish to limit the information by any of the parameters displayed on screen then you simply select the Start Report button to generate the desired report Therefore it is important to remember that you do not have to indicate start and end values for every parameter that is displayed on screen By leaving a start and end parameters blank you indicate that the report should include all data regardless a Sales Analysis by Site Report Condition Arguments Start at Client End at Client z Start at Site Class End at Site Class Start at Origin R End at Origin Report Formats start Day D i z 1 Daily Ea C2 Weekly bee Month Year C a Monthly tl 4 Quarterly i Start Report Start at Salesman E End at Salesman z Start at Site Type F End at Site Type Al Sites E One Site ate b Conezone OF Order by Site Name C Sales volume Main Menu O
3. gt Analysis gt gt Sales Analysis by Product Category amp Class provide you with a summarized overview or a detail list of all products sold during a period You can indicate the start and end dates that define the period and then select the Start Report button to generate the report Accounts Receivable J Inventory Ly Name Type _ Sales Report Sales Analysis by Salesman Program som Comparative Frogram L Management Sales Analysis by Product Category and Class Prograrn tH Retail Sales l l Sales Analysis by Client Frograrm The figures provided in this report are for the time frame indicated by you as the start and end dates and are pure sales and do not include taxes This report has two different format options First is the Sales Format quantities sold and total dollar value which provides you with sales information Next is the Cost amp Profit format which provides you with sales information as well as cost figures for each product and the profits realized from the sales in dollar and percentages margin or markup Copyright Atlantis Consulting Group Inc 2003 Page 32 Business Manager Web How to produce a sales summary by client There are a number of sales reports that provide you with valuable sales information by client They are Sales Reports gt gt Analysis gt gt Sales Analysis by Client Sales Reports gt gt Analysis gt gt Sales Analysis by Client
4. gt Company gt gt Employee gt gt Team Copyright Atlantis Consulting Group Inc 2003 Page 8 Business Manager Web How to setup stores Stores offices warehouse and distribution centers are configured as Sites To add new sites to the system you can use Company gt gt Site gt gt Enter New Site This program enables you to fully configure and outline the operating parameters of each and every store site B26 Collaboration L Purchase FH Accounts Payable General Ledger J Company Marne Type Enter Mew Site Program View Site Program Modify Site Program Delete Site Program Copyright Atlantis Consulting Group Inc 2003 Page 9 Business Manager Web Product Setup The Settings menu houses programs that help you to prepare for entry and maintenance of product information in Business Manager All such programs are organized in the Settings gt gt Products sub menu Company HJ Maintenance How to define product categories Products in Business Manager are organized into Categories You can use the following program to input the various categories for your products Settings gt gt Inventory gt gt Products gt gt Product Category L Company Native Type z Pr ae uct Category pinara Product Class Prograrr Product Department Prograrn Product Unit of Measure Program Product Location Prograrr Product Price Status Progra Drai wt Dr
5. Print Closing Report Program Print Tender Collection Report Program Print Time And Attendance Report Program Salesman Commission Report Based on Sales Program Salesman Commission Report Based on Receipts Program Closing report provides you with a summary of sales by department product category along with the funds that were collected Addition to verification of funds collected at stores this report 1s also useful for posting journal entries to third party accounting packages How to obtain a detail report of all funds collected at stores In case of discrepancies the following program provides a detail account of all funds cash credit cards etc collected at one or all stores Sales Reports gt gt Management gt gt Print Tender Collection Report Name Type Accounts Receivable SS amaaa Print Summary of Store Activities Program Inventory Print Closing Report Program Print Tender Collection Report Program Print Time And Attendance Report Prograrn Salesman Commission Report Based on Sales Program spl Retail Sales Salesman Commission Report Based on Receipts Program Copyright Atlantis Consulting Group Inc 2003 Page 26 Business Manager Web How to obtain a time and attendance report for payroll purposes Sales Reports gt gt Management gt gt Print Time amp Attendance Report provides you with a detail store by store breakdown of all employee hours You first have to ind
6. Report Sales Analysis by Product and Client Program Analysis sales Analysis by Invoice Program 4 Comparative gt Management tH Retail Sales Print Inventory Transaction Report Program Sales Analysis by Hour Program This report provides a complete profile of all product ins and outs Furthermore this report can provide you with your ending and starting inventory stock levels if you select the End Date of the report to be today s date date of your terminal indicated at the bottom of the Business Manager main menu screen Copyright Atlantis Consulting Group Inc 2003 Page 33 Business Manager Web How to produce salesmen commission reports Business Manager has powerful commission structure calculation which enables you to reward salesmen for their performance There are two reports that provide you with commission information about each and every salesman Sales Reports gt gt Management gt gt Salesman Commission Report Based on Sales Sales Reports gt gt Management gt gt Salesman Commission Report Based on Receipts Accounts Receivable a lesman Commission Report Based on Sales Program G Inventory rz 24 Sales Report Salesman Commission Report Based on Receipts Prograrn Print Invoices With Commission Information Program N Business Manager can reward commission to a salesman once the sale is completed based on sales or once a payment is made for the sales transaction b
7. Settings Delete Employee Prograrri Print Employee List Program Copyright Atlantis Consulting Group Inc 2003 Page 16 Business Manager Web Number This field indicates the number by which a salesman is identified A Salesman can not operate the cash register however a sales transaction can be attributed to a salesman for sales and commission calculations Job This field must be set to Salesman in order to indicate the position of the new employee If this field is set improperly then the salesman information is not downloaded to the cash register Characteristic Employee Mame Number 123 Address Pension Murmber Comments City State Phone Murmber Email Address Responsibility gt gt O Daes Native Site eee BirthDate E dob Salesman 00 Start Date E Department SCS PE End Date fea What is the difference between a Salesman and a Cashier Although both are employees of your company the nature of their role 1s different Sales transactions are attributed to salesmen for commission and sales reports However cashier operations are recorded for monitoring and control purposes Cashiers can operate the cash register whereas salesmen can t Cashiers can be configured as salesmen if they also participate in commission and sales reporting operations Who is a Manager A manager is an authority figure whose responsibility is to
8. authorization code that is assigned to him in this page You can choose to regularly change this authorization code in order to ensure its confidentiality Copyright Atlantis Consulting Group Inc 2003 Page 18 Business Manager Web Day to Day Operations Product Entry amp Maintenance Operations How to add new products You can add new products using Inventory gt gt Inventory Management gt gt Enter New Product program When you select this program Business Manager presents you with a blank screen where you can input information about the new product Accounts Receivable SH Inventory ee e PG Enter Mey Product Prograrn Views Product Prograrn fal Sales Repor Modity Product Program HL Retail Sales Delete Product Program Print Price List Prograrn Once you finish entering all the information about the new product you can select the Save button to save the new product When the product is saved the screen is cleared so that you can enter another product What is a template You can use templates to facilitate product entry operations A template 1s a pre defined set of information that you can use to enter a new product Currency cost Price One Price Per Price Status Normal Save Template Restore Template Restore Last Template Message Here is an example of a template A convenient store can setup templates titled grocery dairy
9. between a Purchase Order and a Purchase The Purchase menu is divided into two distinct submenus Purchase Order and Purchase Sales Report L Retail Sales gt Private Hub Configuration X Purchase J Accounts Payable L General Ledger The Purchase Order submenu holds programs relating to purchase orders Purchase orders signify outstanding orders that are placed with vendors and have not yet been received When a purchase order is received its content is added to inventory and it is recorded as a Purchase Purchases indicate past purchases made and recorded in the system Hence the Purchase Order submenu provides you with information regarding products that are on order with vendors and the Purchase submenu provides you with information about products that you have purchased in the past How to enter new purchase order for vendors You can use Purchase gt gt Purchase Order gt gt Enter New Purchase Order program to enter new purchase orders for products to be received at a later date U Sales Report Taea Type Retail Sales wn to ite 7 si F UIE h Frogram se Order H Private Hub Configuration q Purchase View Purchase Order Program ame Purchase Under l IHES Purchase Print Purchase Order Program Accounts Payable Receive Purchase Order Program J General Ledger Modity Purchase Order Program Delete Purchase Order Program Yo
10. each and every product you configure in Business Manager How to define product departments Unlike product category and class Product Department 1s not a mandatory field It 1s available in case you need it You can use it to organize each product class into various Departments You can use the following program to input the various departments for your products Settings gt gt Inventory gt gt Products gt gt Product Department Ba company PHL Maintenance Marne Type L Settings Product Category Prograrn d Company Product Class Prograrn H al Inventory Product Department Prograrri Product Unit of Measure Pragrarn Product Location Program Product Price Status Prograrm Drach wt Drima ole ibotion hiatha Or cir oer The liquor store in the previous example can configure the following product departments po German __ Non Alcoholic _ Domestic po German po France White Merlot Chardonnay po Rose Dry i O pT Sweet po Flavored O pf Rum Regular po Spicy O Copyright Atlantis Consulting Group Inc 2003 Page 12 Business Manager Web What are product categories classes and departments used for All listings and sales reports in Business Manager present product information organized with respect to their category class and department They provide an organized and clear structure for all your products How to configure the product tax table Business Ma
11. supervise and manage cashiers You can configure Business Manager to restrict selected operations at the cash register to managers only Such operations include refunds paid outs price changes etc Managers provide an extra level of security and control for the head office Business Manager not only records the cashier and salesman who are involved with a transaction but also the manager who authorized the transaction This provides you with a complete and accurate account of each and every transaction Copyright Atlantis Consulting Group Inc 2003 Page 17 Business Manager Web How to enter manager information Manager information can be entered using Retail Sales gt gt BM POS gt gt Settings gt gt Manager Definition program Mame Type Manager Definitior Frograrm Terminal Configuration Prograrr You first select the desired store site and then input the manager name and his authorization code along with the functions the manager is allowed to authorize Once all information is complete you can select the Save button to save all your entries Site i Select Desired Site Dallas Managers Manager Manager Open Tax Cancel Change Paid W Cashier Z Code Marne Active Drawer Override Return Sale Date Out Report Report Report 1569 John Smith j BHR Se W W A ES W A ER S12 i ee A ee eee te _ a i a f CBR RA Es A manager authorizes restricted transactions using his
12. the programs that are clustered in the selected sub menu on the right hand side of the screen FH 4 amp BC General Store J B26 Collaboration Purchase 9 Accounts Payable 4 General Ledger i Cormpary C Maintenance Settings You can select a program by double clicking on its title Once the selected program 1s displayed on screen you can return back to the main menu by selecting the Main Menu button at the bottom right corner of the screen Copyright Atlantis Consulting Group Inc 2003 Page 4 Business Manager Web cave Main Menu 16 NO 2003 Favorites Menu You can select a program and add it to your Favorites by first clicking on the program to highlight it and then selecting the Right Mouse Button A menu appears next to the selected program where you can select the Add to Favorites entry to add the program to your favorites Joo Names Te O Enter Hew Product e l Froorar View Product Add to Favorite Modify Product Change Program Title Original Program Title Delete Product Print Price List Print Stock List Prograrn Print Cost List Prograrn Print Bar Code Labels Prograrn Automatic Replenishment of Multiple Sites Prograrn You can view and access programs that you have previously added to your favorite by selecting the Favorites button on the top left hand corner of the main menu aja Favorite Logout Exit eo gt ee Back P
13. tracks and reports all cashier actions and operations to the central server Cashier information is used for control and monitoring operations How to enter cashier information Cashiers are employees of your company and hence they are configured as employees using Company gt gt Employee gt gt Enter New Employee program This program holds information about an employee in multiple tabs However for cashiers you only need to complete the information in the first tab Characteristics After you fill in the information in the first tab for a new cashier select the Save button to save the new cashier When entering a new cashier the following fields are of particular importance J General Ledger EI Name __ Type ERIE Mewe Employ Prograrr View Employee Prograrri Modity Employee Prograrn Delete Employee Prograrr Print Employee List Progra Number This field indicates the number by which the cashier is identified Cashier has to input this number in order to gain access to the cash register This number has to be unique to each cashier Job This field must be set to Cashier in order to indicate the position of the new employee Business Manager only communicates cashier information with cash registers Hence if this field is set improperly then the cashier information won t be downloaded to the cash register Copyright Atlantis Consulting Group Inc 2003 Page 15 Business Manager
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15. Business Manager Web Business Manager Web User s Manual Copyright Atlantis Consulting Group Inc 2003 Page 1 Business Manager Web DIRT OM COW e caret eso vnaesoges EA EE eames soeet eases enna 4 Maim Memik eE E OE a ESAE EEEE 4 Navication amp Propran SSIS CON agains onreine TEE T NE E EE EE EEEE 4 Pao M T ee ee AE EEE AE E E A E EE 5 Panos OO 1 a E E E E E E E E eee ree eee ere eee 6 How to Logo t and Exit the ProgtTanm sers srecne sssrin ene nne ne ee ee A ee ERR 6 STS CON UTON O aE E A EE E E 7 Initial Company SOW wsssecisiccescsoc5 cis desscectccsecessseineccbassscaceioesiecstecesveansoisccstacescesedessessdecseeanssseceusniees 7 How to input initial information about your company ccccccccccccceeeeecececeeeeeeeeeeeeeeeeeeeeeeeees 7 How to organize different access levels for employees cc eeeeeseseeeeecceeeeeeeeeeeeeaaeeeeeeeseeeees 8 How TOSS SCO Ss orean prae aE E EE syomesoonene E 9 Product SC OUD ea E E A AEA 10 How to define product categorics esisrrirreicirssriarrisrreidientiiarhi rreh i S ari S redin aia k ir eiin i an 10 How to denne producte lisses l eoripeicserrre noa essen EEE NEEE EEEE EET 11 How to define product departments l scac ccscrancovssntosnsnnsdssioubnatmecdeessganeeadsecesaudsdaesdeadunmbinccetonteesens 12 What are product categories classes and departments used fOP ccc ccc cce eee seeeeeeeeeeeees 13 How to Comal cure the product ax CAD Ie i ccn cease cacneceiecsesa
16. Territory Sales Reports gt gt Analysis gt gt Sales Analysis by Client Type Sales Reports gt gt Analysis gt gt Sales Analysis by Client Group Sales Reports gt gt Analysis gt gt Sales Analysis by Client and Product Sales Analysis by Client Program Sales Analysis by Clhent Territory Programm Sales Analysis by Clent Type Prograrm Sales Analysis by Clent Group Program Sales Analysis by Site Programm Sales Analysis by Clent and Product Program Sales Analysis by Product and Client Prograrn Each report provides you with sales information by client and other associated parameters You can indicate the start and end dates for the report and then select the Start Report button to generate the report The figures provided in this report are for the time frame indicated by you as the start and end dates and are pure sales and do not include taxes How to produce a report outlining all inventory movement in amp out at a store Sales Reports gt gt Analysis gt gt Print Inventory Transaction Report provides you with a comprehensive overview of all movements of inventory in a store It provides all movement associated with a product Sales transfers purchases and adjustments You can indicate the start and end dates for the report and then select the Start Report button to generate the report Accounts Recerable FD Inventory Sales Analysis by Client and Product Prograrn J Sales
17. ased on receipts Both options are at your disposal Copyright Atlantis Consulting Group Inc 2003 Page 34 Business Manager Web Purchasing Operations How to enter vendor supplier information Purchasing operations begin with the entry of vendor information in Business Manager You can enter review and modify vendor information using the programs in Accounts Payable gt gt Vendor submenu gt Retail Sales tH Purchase General Ledger What is a template You can use templates to facilitate vendor entry operations A template is a pre defined set of information that you can use to enter a new vendor Accounting Profile Tems Due Days Save Template Restore Template Message Here is an example of a template You can save templates titled Regular Supplier and Foreign Supplier Each template holds information about its specific segment Templates populate data fields of a new vendor with predefined information so that you do not have to enter the information every time Copyright Atlantis Consulting Group Inc 2003 Page 35 Business Manager Web gt Retail Sales Purchase i Mame l j Type Enter New Yendor Program View Yendor Program Modity Vendor Program Delete Vendor Program Print endor Listing Program Print Vendor Address Labels Prograrn After selecting the Enter New Vendor program you can enter information that is common to a set of ve
18. au Up Addi mi fom ame nnn lt Copyright Atlantis Consulting Group Inc 2003 Page 5 Business Manager Web Employee Information Everyone who is allowed access to Business Manager must first be defined as an Employee You use your employee user name and password to log into Business Manager After you login your employee name is displayed on the top left corner of the screen Each employee is assigned to a Site Site can be a store or office The default site an employee is assigned to is called the employee s Native Site The native site that is assigned to you is also displayed on the top left corner of the main menu A BMMATRIX Microsoft Internet Explorer a Employee Mike Smith Native Site Boston k ajal Favorite Logout Exit Lo Ac How to Logout and Exit the Program When you finish using Business Manager you can logout by selecting the Logout button on the top of the main menu This button logs you out as an employee and displays a login screen for the next employee to login You can also select the Exit button from the main menu where you completely exit Business Manager Once you select this button the Business Manager program closes and you are left with an empty page You should go ahead and select the X button on the top right corner of the page to close it a BMMATRIX Microsoft Internet Explorer Eg Employee Mike Sm
19. button to generate the report gt Sccounts Receivable J Inventory Sales Analysis by Product and Client Prograrn _ Sales Report Sales Analysis by Invoice Prograr ea Analysis Print Inventor Transaction Report Program Comparative Sales Analysis by Ho gt Ga Management Sales Analysis by Hour Prograrn Retail Sales The figures provided in this report are for the time frame indicated by you as the start and end dates and are pure sales and do not include taxes Copyright Atlantis Consulting Group Inc 2003 Page 31 Business Manager Web How to review store sales by salesman Sales Reports gt gt Analysis gt gt Sales Analysis by Salesman provides you with an informative view of your sales by salesmen You can indicate the start and end dates for the report and then select the Start Report button to generate the report gt Accounts Receivable J Inventory Name Type Sales Report a as Beal Analysis sales Analysis by Salesman 4 Comparative Program Sales Analysis by Product Program Management Bata Sales Sales Analysis by Product Category and Class Prograrn The figures provided in this report are for the time frame indicated by you as the start and end dates and are pure sales and do not include taxes How to obtain a list of products sold at stores Sales Reports gt gt Analysis gt gt Sales Analysis by Product and Sales Reports gt
20. der Report Prograrn Print Replenishment Report Program How to produce a report of all purchase orders You can produce purchase order reports in various formats using Purchase gt gt Purchase Order gt gt Print Purchase Order Listing program You begin by indicating the start and end parameters for the report and then select the Start Report button H Sales Report 429 Retail Sales Recewe Purchase Order Frogram H Private Hub Configuration Modity Purchase Order Program Purchase Delete Purchase Order Frogram Print Purchase Order Report Program General Ledger Print Replenishment Report Program This report has different formats The Product format provides you with a summary of outstanding purchase orders by product Copyright Atlantis Consulting Group Inc 2003 Page 39 Business Manager Web How to enter a new purchase In the case where you receive merchandise and no purchase order was previously entered for the purchase you can use Purchase gt gt Purchase gt gt Enter New Purchase program to directly record the purchase in one step This program saves you the steps of having to enter a new purchase order and then receiving the purchase order Using this program you record a purchase in the system and add merchandise to stock all in one step SS Name Te qr Si Frogram View Purchase Program Print Purchase Program Print Purchase Report Prograrn Copyright
21. do a reversing entry as a purchase a purchase with a negative quantity _ Sales Report _ Retail Sales E Name Type H Private Hub Configuration Enter New Purchase Order Prograrn J Purchase Wiew Purchase Order Prograrn Print Purchase Order Prograrn Recewe Purchase Order Prograrn How to delete an existing purchase order You can use Purchase gt gt Purchase Order gt gt Delete Purchase Order program to delete existing purchase orders You can delete outstanding purchase orders prior to their receipt However once a purchase order is received into inventory it is then deleted automatically Copyright Atlantis Consulting Group Inc 2003 Page 38 Business Manager Web Retail Sales Sales Report L Private Hub Configuration A Purchase Ea Purchase Order Purchase 4 Accounts Payable General Ledger How to receive a purchase order You can use Purchase gt gt Purchase Order gt gt Delete Purchase Order program to delete existing purchase orders You can delete outstanding purchase orders prior to their receipt However once a purchase order is received into inventory it is then deleted automatically H Sales Report Retail Sales Print Purchase Order Program J Private Hub Configuration E N Purchase Recewe Purchase Order Program Modity Purchase Order Program es Delete Purchase Order Pragrarn PH General Ledger Print Purchase Or
22. ds the fields from all other tabs that are important to the everyday operation of your business The Express tab is designed to provide you with a quick overview of the information in all tabs In most cases you can enter information about a new product in the Express tab without having to access any of the other tabs In short the Express tab provides you with an overview of a product 2 Characteristic The Characteristic tab contains the characteristic information about a product 3 Purchasing The Purchasing tab contains information regarding the purchasing operations associated with a product These include the vendors the product is purchased from and other related information 4 Accounting The Accounting tab holds accounting information about a product You must pay particular attention to the Tax Category field in this tab since it defines the tax nature of the product taxable non taxable 5 Trade Exchange The Trade Exchange tab holds information for B2B Business 2 Business e commerce and public portal business activities of the product 6 Stock Up to this point all of the previous tabs hold information that is common for all sites stores However the preceding tabs hold information about the product however the information is site dependent Obviously the stock information of the product 1s different from one site to another Hence the first line of this tab indicates the site for which information is displayed on sc
23. entory Accounts Receivable tal Socoauets Panahle Copyright Atlantis Consulting Group Inc 2003 Page 7 Business Manager Web How to organize different access levels for employees Business Manager utilizes an extensive array of security and access control functions throughout its various programs and screens Teams are used throughout Business Manager for restricting employee access by Site A site can be an office store warehouse or distribution center Teams enable you to limit employee access to information by site Next is an example to further clarify this point Purchase J Accounts Payable H General Ledger a a Hame Type L Company 48 Maintenance Employee Department Program zH Settings Employee Job Program Had Company Employee Status Program Move Progar Pages Employee Employee Territory Program _ Site i gt a Print Setup Commission Group Program Inventory Commision Method Program Accounts Receivable aTh If your organization consists of two major divisions East Coast and the West Coast then you can organize employees accordingly into two separate teams East and West as to limit the information they can input and access by region Similarly teams can also be used to limit access of users to one store only or stores in a predefined region characterized as Zones The following program can be used to define and configure teams in Business Manager Settings gt
24. er information is collected and all information that you wanted to communicate to the cash register is communicated How often do the cash registers communicate with Business Manager The communication interval for each cash register is configured by your BMA Business Manager Administrator However you can initiate a manual communication session whenever desired using the Communicate button at the cash register Manual communications enable you to implement changes to cash register configurations download and upload information whenever required Copyright Atlantis Consulting Group Inc 2003 Page 24 Business Manager Web Control amp Verification Operations How to confirm that cash registers have communicated with Business Manager The simplest way to verify cash register communication with Business Manager server is to produce a sales report by site store To do so select Sales Reports gt gt Analysis gt gt Sales by Site program Indicate the Start Date for the report and then select the Start Report button H Accounts Receivable sales Analysis by Client Type Prograrn sales Analysis by Client Group Prograrn Sales Analysis by Site Prograr H Comparative Sales Analysis by Client and Product Prograrri FH Management FHE Retail Sales sales Analysis by Product and Client Program sales Analysis by Invoice Prograrn This report provides you with sales of each and every store for a spa
25. ers communicate with Business Manager ccccccccccscceccecceeceeeeeeeeees 24 How often do the cash registers communicate with Business Manager cccccccscsseeeeeees 24 Control amp Verification Operations sssssscecccccsssssscecocossssseccecocossesescecosossssseecesocsssssscecsossssssee 25 How to confirm that cash registers have communicated with Business Manager 25 How to obtain a summary Of store activities oo ccceceseeceececceccceeeccececcceceeeeeeeececeeseeeeees 25 How to print a closing report of One OF MANY stores 0 0 ccccceesseeeeeseseeeeececeeeeeeeeeeeeeaeaaaas 26 How to obtain a detail report of all funds collected at stores cece sees esseeeeeeeeeeees 26 Copyright Atlantis Consulting Group Inc 2003 Page 2 Business Manager Web How to obtain a time and attendance report for payroll purpOSes ccccesseeesseeseseeeeeeeeees 21 Whatare Inyoices and Cashi ReCCIptS sessssrasriisieriisi arenis i NE E Zh How to review sales transactions Of a store oo cccccccccssssssseeseseseeeeeeceeeeeeeeeeeeeasaaaeeeeseseeees 28 How to monitor store Operations real time cc eeccccccccccccccseseeeeccceeeecaaeeeeeccceessaaeeeeeeeees 28 TROON US onae a EE E N EEEE EE E E OEE 29 How is the Sales Reports menu structured 0 0 cceccccccccccecsssseececcceeeceaeeseeeecceeessaaaeeseeeeeees 29 Whatformataresales repOrts generated 111 sisreirispiuroiiroeoiii opredika
26. ica Calm alatinn hiatha Dr rar oer As an example a liquor store can categorize its products as follows Category Copyright Atlantis Consulting Group Inc 2003 Page 10 Business Manager Web Eg Product Category o oo Product Categor Beer fi iWwine Spirits Delete Save Exit How to define product classes You can further organize each product category into Classes You can use the following program to input the various classes for your products Settings gt gt Inventory gt gt Products gt gt Product Class 4 Company Marne Type H Maintenance ate Tepe Heads anne Product Category Progratri aoa omparny Product Class Progrartri Winvertory Product Department Prograrri BE lProduct Product Unit of Measure Programm H Accounts Receivable Product Location Prograrn Accounts Payable Product Price Status Prograrri E General Ledger Crees ot Drica Caleiilatinrn Baath et nF sl Tae The liquor store in the previous example can configure the following product classes for each one of its categories Alcoholic O P White pf Rose i O Copyright Atlantis Consulting Group Inc 2003 Page 11 Business Manager Web pL Rum Each category holds its own set of unique classes Therefore if a class is common of many categories then it has to be added several times once to every category to which it applies Both category and class are mandatory fields for
27. icate the start and end dates for the time frame that you are interested in and then select the Start Report button Accounts Receivable my re Type a Inventory ee SJ Sales Report Print Summar of Store Activities Program Analysis Print Closing Report Program HH Comparative Print Tender Collection Report Prograrn Management s3 Print Time 4nd Attendance Report Program Retail Sales Salesman Commission Report Based on Sales Program Salesman Commission Report Based on Receipts Program What are Invoices and Cash Receipts Once a sales transaction 1s uploaded to Business Manager it is separated into two different documents The sales information is stored as an Invoice in the Accounts Receivable gt gt Invoice submenu The payment portion of the transaction is saved as a cash receipt in Accounts Receivable gt gt Cash Receipt submenu 4 Cash Receipt __ Reports 4 _ inventory Sales Report Retail Sales For access to sales information you should refer to Invoice submenu as well as Sales Reports menu and for payment information to Cash Receipt submenu For example Print Invoice Listing program provides you with a listing of your sales and Print Cash Receipt Listing program provides you with a detail account of all funds collected Copyright Atlantis Consulting Group Inc 2003 Page 27 Business Manager Web How to review Sales transactio
28. ie paoi r e i ped iin 29 How do all sales reports work 0 0 ccccccsssssssseeeeeeeeececcccceceeeeeeseasaasassesseeeeeeeeeeeceeeeeeeeeeaaaaaas 30 HOw to print save and email TEP OMS as coiscvesdessccnsesivesecowesuoneeshecnwndusssauinesteeloeessienidshcasvndesssaniec 31 How to transfer report information to Excel spreadsheet cccccccccsssssseeecceeeeeceaeesseeeeeees 31 How to have a summary of store sales by MOUL cc ccceeceeececeeeeeeeeeeeeeeeeeeeeeceeeeseeeeeeeess 31 How to review store sales by salesman nnnnnnnnnnnnnererrerrrrrrrrrrrrrrrrrrrrrrrrerrrrrrrrrrrrrrrrrrrrren 32 How to obtain a list of products sold at stores ccc cc ccccccccceccceeeessseeseeeeeeeceeccceeeeeeeeeeaaaaaas 32 How to produce a sales summary by Client cc cccccccceeeeceeeeeeeeeeeceeeecececeeeeeeeeeeeeeeeeeeeeeees 33 How to produce a report outlining all inventory movement in amp out at a store 33 How to produce salesmen COMMISSION reports ccecccccccccccessseseecccceeeceaasseeeeccceeseeueeeeeeeees 34 Porche OIC ANC ONS ssc seen yee reeds estes se sccgececeutsesagyshecdseataessiescancsseutaesisustnectsesteessuvccseces 35 How to enter vendor supplier information cccccccccccccccccceessseeecccceeeceaasseeeccceeessaaaeseeeeeeees 35 ADAE a0 lt 0 8 6 1 oy gaan eur nee ee nr E E E A 35 How is vendor information Structured cccccccccccccccceeessaeeeeessssssseeeceeceeeeess
29. ith Native Site Boston o aaa paai 7 Back Foward Up Favorite Logout Exit Ac Copyright Atlantis Consulting Group Inc 2003 Page 6 Business Manager Web System Configuration Initial Company Setup The initial configuration of the Business Manager software is accomplished using the last entry on the main menu titled Settings The programs in this main are used for initial system configuration Initially most parameters are configured for you by your BMA Business Manager Administrator However this section provides you with the most common uses of the Settings menu H Accounts Payable H General Ledger H Accounts Receivable J Accounts Payable General Ledger How to input initial information about your company You can input information about your company such as company name address and relevant information using the following program Settings gt gt Company gt gt Overall gt gt Configure Company Parameters The information in this program is organized in three tabs You can fill in the required information for each tab and then select the Save button to save the information 2g A eTe dd LeEUYel Name Type rss Company SSS Contigure Company Parameters Program _ Maintenance Country Prograrn State Frograrm Currency Frograrm Language Frogram L Frint Setup gt Inv
30. n of two weeks beginning at the Start Date indicated by you Report Formats start Day 4 Dai a004 E 1 Daily 11 DEC 2004 cay C a Weekly E f Month vear C 3 Monthly i C4 Quarterly Start Report How to obtain a summary of store activities There is a report specially designed to provide you with a summary of each and every stores activities This program is Sales Reports gt gt Management gt gt Print Summary of Store Activities This report forms the cornerstone of your daily control and audit activities and must be the first report you produce everyday Copyright Atlantis Consulting Group Inc 2003 Page 25 Business Manager Web i Accounts Receivable Marne Type J Inventory H ae Print Summary of Store Activities Progra Print Closing Report Progra Print Tender Collection Report Progra Print Time And Attendance Report Program Retail Sales Salesman Commission Report Prograrn How to print a closing report of one or many stores With Business Manager there is no need for store employees to fax or phone information to head office All store activities and information is reported to the central server and accessible to head office personnel You can produce a closing report for one store a zone or all stores using Sales Reports gt gt Management gt gt Print Closing Report program Accounts Receivable tame Type Print Summary of Store Activities Program
31. nager uses a straightforward yet powerful tax calculation mechanism It begins by categorizing products into various Product Tax Categories A few examples of such tax categories include Clothing Dry Goods and Liquor Product tax categories organize products into descriptive elements specifically for tax purposes The most common tax categories are Taxable and Non Taxable You can use the following program to input product tax categories Settings gt gt Inventory gt gt Products gt gt Product Tax Category a area Product Unit of Measure Program L Maintenance Product Location Prograrm Settings r Product Price Status Program L Company rae nventory Product Price Calculation Method Prograrri oy Products H Accounts Receivable Product Labels Prograrri 4 Accounts Payable BeProduct Tax C ateqgory Prograrn General Ledger a el Tss Once all products are organized into different tax categories you must organize your sites stores offices warehouse etc into Tax Territories Examples include New York Texas California You can input tax territories using the following program Settings gt gt Tax gt gt Tax Territory Copyright Atlantis Consulting Group Inc 2003 Page 13 Business Manager Web H General Ledger HL Company OoOo O ie k Dee HE Maintenance Tax Territory Program _ Settings Configure Tax Method Prograr Finall
32. nce you select the Start Report button the system generates the report based on the indicated parameters as a PDF file and then downloads it to your browser Internet Explorer Copyright Atlantis Consulting Group Inc 2003 Page 30 Business Manager Web How to print save and email reports Once a report is downloaded to your browser Internet Explorer as a PDF document you can save it on your local hard disk print it or email it to a colleague You can use the small icons on top of your browser screen to do so li 4 Save a Copy Z a Piy ath i i x be A E i co How to transfer report information to Excel spreadsheet A number of reports in Business Manager can be generated in PDF format as well as Excel file format If the desired report does offer its information in Excel format then there is an additional button at the bottom of the page titled Report to Excel Message When you select this button the report is generated its information stored in an Excel spreadsheet file and then downloaded to your local hard disk You will be prompted to indicate the location to save the Excel file on your hard drive How to have a summary of store sales by hour Sales Reports gt gt Analysis gt gt Sales Analysis by Hour provides you with a comprehensive breakdown of your sales by hour You can indicate the start and end dates for the report and then select the Start Report
33. ndors in the various fields Country State tax category etc and then use the Save Template button to save your settings as a template Business Manager prompts you to assign a name to the template You can declare your template as a Public template so that other users can access it or a Private one Once a template is saved you can restore it for future use using the Restore Template button How is vendor information structured Vendor information is organized into the following tabs a Enter New endor Vendor Name 1 Express Cha 2Accounting Purchasing 1 Express The Express tab holds the fields from all other tabs that are important to the everyday operation of your business The Express tab 1s designed to provide you with a quick overview of the information in all tabs In most cases you can enter information about a new product in the Express tab without having to access any of the other tabs In short the Express tab provides you with an overview of a vendor 2 Characteristic The Characteristic tab contains the characteristic information about a vendor such as his address phone etc 3 Accounting Credit This tab contains information regarding the accounting operations associated with a vendor The information in this tab is used for accounts payable operations Copyright Atlantis Consulting Group Inc 2003 Page 36 Business Manager Web What is the difference
34. ns of a store You can review and examine each and every sales transaction of stores using Accounts Receivable gt gt Invoice gt gt View Invoice program Hame Type Enter New Invoice Program Wei voice Program Es Print Invoice Program H Reports A a iecaion Modify Invoice Program Sales Report Repeat Invoice Program a Retail Sales Invoice Picking List Program You can use the Search button to gain access to the search page Using the tabs on top of this page you can indicate the criteria by which you like to search invoices Once you finish entering the desired criteria by number by date etc then select the Refresh button to display the desired transactions on screen How to monitor store operations real time There is a program specially designed for users whose stores are online with Business Manager using high speed Internet This program is Retail Sales gt gt BM POS gt gt Operations gt gt Monitor Store Operations H Inventory Ke Type 4 Sales Report SHE Retail Sales DESEM POS view Communication Log Prograrri Monitor Retail Operations Prograrr ooo gt __ Settings It enables you to review and monitor all stores activities such as sales collections time and attendance and control issues real time This program provides valuable up to date information about each and every store and the underlying principles of their day to day operations Co
35. products and fruits Each template holds information about its specific segment Templates Copyright Atlantis Consulting Group Inc 2003 Page 19 Business Manager Web populate data fields of a new product with predefined information so that you do not have to enter the information every time H Product Template Type C Private Template Mame Public Delete Template Save BAe publie templete Cancel After selecting the Enter New Product program you can enter information that is common to a set of products in the various fields tax category inventory general ledger etc and then use the Save Template button to save your settings as a template Business Manager prompts you to assign a name to the template You can declare your template as a Public template so that other users can access it or a Private one Once a template is saved you can restore it for future use using the Restore Template button Tg Product Template Type Template Mame Private C Public Helete Template Restore hw Showy public template Cancel Copyright Atlantis Consulting Group Inc 2003 Page 20 Business Manager Web How is product information structured Product information is organized into the following tabs Eg Enter Mew Product Product Category Class nishm 9 Statistics characteristics 1 Express The Express tab hol
36. pyright Atlantis Consulting Group Inc 2003 Page 28 Business Manager Web Reports How is the Sales Reports menu structured The Sales Reports menu contains all sales and control reports in Business Manager This menu is segmented into three different submenus L Comparative Management 1 The Analysis submenu holds reports that help you analyze your sales and set an appropriate course of action Each report in this menu is designed to provide sales statistics by a different criteria Salesman client hour etc 2 The Comparative submenu contains reports that provide a comparative view of your sales from one time period to another These reports enable you to indicate the start and end dates for the time periods that you are interested in You can produce comparative annual quarterly monthly or even weekly reports 3 The Management submenu provides you with reports particularly designed for management and control purposes Such reports include cash register closing reports time and attendance etc Management reports are designed to facilitate your day to day management and control responsibilities What format are sales reports generated in The printout of all documents and sales reports in Business Manager are generated and downloaded to your browser Internet Explorer as a PDF Printed Document Format file You can view print and save PDF files by installing the Acrobat Reader
37. reen Using the Site field you can select a site for which you wish to enter or view information You can also select a Zone which is a section of sites or All Responsible Sites all the sites that you are allowed access to Copyright Atlantis Consulting Group Inc 2003 Page 21 Business Manager Web When is product information downloaded to cash registers New products or changes in existing products are only communicated to cash registers when you instruct Business Manager to do so You can authorize download of product information to cash registers using Retail Sales gt gt BM POS gt gt Communication gt gt Download Information to Terminals program gt Accounts Receivable Ez Inventory s ry Type e m Se Prograrri ad Information to Terminals Sales Report Downlo Upload Information from Terminals Prograrri i Operations A Settings This feature enables you to download information to cash registers whenever desired For example you may begin to enter price changes in Business Manager for a special which begins next week Hence you should communicate the new prices to cash registers the day the special is scheduled to begin When are sales departments downloaded to cash registers Conventional sales departments are Product Categories in Business Manager In the case of our example discussed earlier the following sales departments will be do
38. saaeeeeeasseseeees 36 What is the difference between a Purchase Order and a Purchase ccccccesssesseeesseseees 37 How to enter new purchase order for vendors ssssicvsacadjesssssedsndeaveossssesvdesenadcndevsssecanenedecaeesiasees 37 How to search print and review existing purchase order information 0000000000000000000000 38 How to delete an existing purchase Order 0 ccccccccccccccccccceeeeeeesssseseeeccceceeeeseseseuaaeeeeessseeees 38 TIGW 10 FCC CES a UC MASS ON a A 39 How to produce a report of all purchase Orders 0 cccccccccceeeessseseseeeeceeeecccceeeeeeeeeeaaaaaas 39 Hovo en r a 0 2 48 0101 SE ea ee 40 Copyright Atlantis Consulting Group Inc 2003 Page 3 Business Manager Web Introduction This document serves as the user guide for Business Manager Web software BM Web It describes the main menu the principles of operation of the software and its user interface This manual begins by outlining the basic principles and characteristics of the program and then proceeds to describe the day to day operation of the software and its features and functionality Main Menu Navigation amp Program Selection Business Manager s main menu resembles that of Windows Programs are organized into different menu levels on the left hand side of the screen You can select the Plus sign next to a menu item to expand it and view the sub menus within it You can then select a sub menu to view
39. ssensencenienceteesveesueenenvebuesvranbeniecesaestouee 13 PUTO COS CUED eea E E oeesesesessesceestacesesesesatenctecesosescuteceetes 15 WDO bolero no a ee eee nee eee ee 15 FLOW 10 CME PAG ICT MI ONIMAL O10 aa E sauna E 15 BSA 0Ce ka foie 721 ic 117211 ee ee ene se ee eee re tree eee nro ee ener meet veneer ene n rere rawr 16 How toenter salesman MTOMMAM OD vosccniwonsev on onanndcneemabonersnadasnueeseesednnvanniaemgenstiaceasebeasteaeduuneanns 16 What is the difference between a Salesman and a Cashier cccccccececesseesseessesesseessesseeeens 17 WDO a VN ceric ctecess pene E E peta bercscieyeslnclec oe E E 17 HOw 10 enter manager INLOMMATION a5 cc c5ss0denertanesesoesenensesnedsntnsvedesortarddatasdaeteseeesdsanmhoedetertnntsons 18 Pay 10 Dy Oera ONS e a E 19 Product Entry amp Maintenance Operations seeeecooossseccccccsssecceccocosssssceceocsssssseccesssssssseeeosssoo 19 How GO AICS Wy DOS ean E E E EE 19 E Ee 1 a EEEE E E EEEE O EEE SEE 19 How is product information structured eeosseeeennnsssseeeeernnssssssereresssssssrrrrersssssssrrrressssssens 21 When is product information downloaded to cash registers oo ceecccccceeeceeceeeeeeeeeeeeeeeeeeees 22 When are sales departments downloaded to cash registers nnnnnnennnenserererrerrrrrrrrrrren 22 Communica Non CT AUOUS oov5cc se ccesscsnsscuscesceccevcvesusssscoccsscsnsessecesiacceusecsvcascvecsssssnsscsatessassiwcscntess 24 How do cash regist
40. u can also use Purchase gt gt Purchase gt gt Enter New Purchase to enter a new purchase for products that are received already but there is no purchase order in the system for them Copyright Atlantis Consulting Group Inc 2003 Page 37 Business Manager Web Sales Report _ Retail Sales E Name Type S Private Hub Configuration Enter New Purch Program Kod Purchase se piska nide View Purchase Program Print Purchase Program Print Purchase Report Program The combination of the two programs provides you with unmatched flexibility It 1s important to remember that once a shipment is received from a vendor if there 1s already a purchase order in the system then you must receive the purchase order to add the merchandise to stock However if there is not a purchase order in the system then you can enter a purchase to add the merchandise to system immediately Being able to enter purchases saves you from having to enter a purchase order first and then receive it How to search print and review existing purchase order information You can use the programs in Purchase gt gt Purchase Order submenu to review and manipulate purchase order information You can modify purchase orders prior to their receipt However once a purchase order is received into inventory you can no longer modify it If corrections need to be made you can use the inventory adjustment module Inventory gt gt Inventory Adjustment or
41. wnloaded to cash registers Category Z Company H Maintenance Pr oduct category F aaa Product Class Frogram Product Department Prograrr Product Unit of Measure Program Product Location Program Tax Product Price Status Progra Derah t Drica alo nlatiarn biathad De mnra Copyright Atlantis Consulting Group Inc 2003 Page 22 Business Manager Web Sales departments are downloaded to cash registers along with product information Hence whenever you download product information to the cash registers sales departments are downloaded as well Copyright Atlantis Consulting Group Inc 2003 Page 23 Business Manager Web Communication Operations How do cash registers communicate with Business Manager Cash registers are configured to communicate information with Business Manager automatically on a periodic basis When a communication session begins the cash register first communicates its information to the server This information includes all sales inventory and other store related activities such as time and attendance collections etc Once all information that resides on the cash register 1s communicated to the Business Manager server then any information that 1s queued for download to the cash register is communicated from Business Manager to the cash register such information includes configuration changes products etc Therefore after a communication session you can rest assured that all cash regist
42. y once all tax categories and territories are defined you can indicate tax rates up to 3 taxes for each product tax category as it is sold from one tax territory to same or another For example when products in tax category Clothing are sold from tax territory New York to tax territory California the tax rate is 7 However when Clothing is sold from New York to New York which 1s the case for all retail stores the tax rate is 9 You can use the following program to input tax rate information Settings gt gt Tax gt gt Configure Tax Method General Ledger Company Name Type Maintenance Tax Territory Prograrn Configure Tax Method Prograrn Product Tax Category From Tax Territory To Tax Territory i Tax 1 Tax 2 ial Tax 3 Tae le Angeles laswa Angeles Taxable 2m ork Mew York York SSS eS Copyright Atlantis Consulting Group Inc 2003 Page 14 Business Manager Web Employee Setup Who is a Cashier Cashiers are employees of your company who are permitted to operate the cash register Each cashier is assigned a unique confidential number that identifies the cashier to Business Manager Cashier has to input his or her number in order to gain access to the cash register at the beginning of the shift Once the shift 1s over the cashier must remember to logout so that the next cashier can use the cash register Business Manager
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