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2014 SuperSalon iOffice User`s Manual

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1. Transfer Out The Inventory Manager is used to receive products in from an order adjust products when doing inventory and transferring products to and from the back bar and other salons This screen is designed to be very fast and efficient All entries made in the Inventory Manager are shown in the Receive Transfer Adjust report Reports tab Products Receive Transfer Adjust You can view products received or select adjusted or transferred for any date range by cost or price Total value is calculated 133 Receive Adjust In Adjust Out Transfer In Transfer Out Count When you start the Inventory Manager screen the cursor is already in the Code UPC field Enter a product number The product and current quantity will be displayed for confirmation Select the Receive button or other button depending on what is needed select or enter a description if needed and tab to the Qty field Enter the quantity and press the Enter key The cursor will jump back up to the Code UPC field and the inventory change will be confirmed Enter the next code and continue 1 Enter the product code 2 Select the Receive button or other button depending on what is needed 3 Select or enter a description 4 Tab to the Qty field and enter a quantity 5 Hit the Enter key Repeat for the next product lf you make a mistake search for the product on the main products screen or use the Edit Multiple function to find the product and make the co
2. m a ES A gd SuperSalon E ana T F A Sa 2 Touch Screen Salon Management Systems Sn A z UL SOFTWARE iOffice User s Manual ROGERS SOFTWARE DEVELOPMENT Sales amp Management Software for the Salon amp Spa Industry Supersalon 2014 iOffice User s Manual Phone 888 458 1001 For Support Paper amp Hardware Orders Press 1 For Sales Press3 For Accounting Press 4 For Directory Press 5 For Fax E mail amp Postal Address Press 6 E mail sales rogerspos com or support rogerspos com SuperSalon amp Rogers POS Copyright Rogers Software Development Inc 2003 2014 Rogers Software Development Inc SuperSalon iOffice User s Manual Copyright 2014 Rogers Software Development Inc Written and Compiled by Aaron Gipson Staff Technical Writer for Rogers Software Development The information in this document is subject to change without notice and does not represent a commitment on the part of Rogers Software Inc The software may be used or copied only in accordance with the terms of the software license agreement Agreement to the software license implies an unspoken ageement to create and send delicious baked goods to Rogers Software Development staff at the user s convinience It is against the law to copy the software on any medium except as specifically allowed in the software license agreement No part of this document may be reproduced or transmitted in any form or by any means electr
3. This option specifies how frequently the wait time will update on your sales screen Lower numbers will increase accuracy but require more system resources Factor in Employees Schedules When enabled wait time calculations will consider employee schedules when determining the wait time If set to yes and an employee is scheduled to come in within the current wait time the wait time will reflect that accordingly It will also take into consideration if an employee is blocked out for a period of time If the employee does not clock in at their scheduled time the customer will be factored into another employee s queue Factor in Appointments This option determines whether or not pending appointments are factored into the current wait time If enabled it will automatically assign an employee s appointments to them Employees will show up in the list even if they are not clocked in If they do not take their appointment at its scheduled time the appointment will not be factored to anyone and the employee will not appear in the wait time list Additionally if an appointment is scheduled by resource without an employee selected it will put the appointment into an employee s queue that is available at that time 195 Software Settings Uploads Software Settings Misc Reports Taxes Tickets Appointments Wait Time Inventory Birthday Settings World Search SMS Alerts Tips Retail Discounts Note Existing items can be edited from bo
4. 10 00 10 00 19 95 19 95 Presents a daily snapshot of all tickets processed in the SuperSalon point of sale system for a given day 30 Paid In Paidin Mike C Test Store February 18 2013 February 1 2014 Date Employee Vendor Payin Reason Account Payment Tax 10 45AM 02 19 2013 Medin Harga REGIS 500 00 0 00 01 40PM 02 21 2013 Owner REGIS 234 00 0 00 Presents all paid ins performed by the salon on a given date range the employee who processed them the amount and the notated reason for the adjustment Paid Out Paidout May 1 2013 May 2 2014 Date Employee Vendor Payout Reason Payment 10 18AM 05 25 2013 JENNIFER wal mart Laundry detergent 6 27 10 03AM 07 29 2013 AMANDA Amanda Serial to USB adapter for receipt printer 30 04 06 05PM 02 26 2014 AMANDA amanda Laundry Soap 15 61 Total 62 92 IS report tracks all of the paidouts performed by the salon In addition to the employees who performed them the vendor and the total amount Permission Report Permissions amp Settings Report Permission Group RSD Documentation Appointments Add Block Manager Appointments Add Block Receptionist Appointments Add Block Stylist Appointments Edit Internal Notes Appointments Edit Internal Notes Receptionist Appointments Edit Internal Notes Stylist Appointments View Internal Notes Manager Appointments View Internal Notes Receptionist Appointments View Internal Notes Stylist Appointments Wait
5. Membership Cancellation Report From 01 01 2014 To 05 05 2014 Date Time Guest Name Sex Age Membership Name Cancel Reason 30 04 2014 23 30 ARELY Female 22 years Brow Membership Promo Removing Membership From Ticket Before It Has Been Processed 14 04 2014 18 24 Jocaelynn Femsle 18 years Brow Membership Promo Not happy with service 12 04 2014 18 53 Maris Femsle 38 years Brow Lip Membership Promo Removing Membership From Ticket Before It Has Been Processed 10 04 2014 2255 Andres Female 22 years Brow Lip Membership Promo Removing Membership From Ticket Before It Has Been Processed 10 04 2014 19 54 Melanie Female 28 years Brow Membership Promo Removing Membership From Ticket Before It Has Been Processed 08 04 2014 19 27 Nayomi Femsle 22 yesrs Brow Membership Regulsr wanted eye lip 01 04 2014 18 47 Gizelle Femsle 20 years Brow Membership Promo 15 03 2014 01 05 Vanessa Femsle 22 years Brow Lip Membership Promo Removing Membership From Ticket Before It Has Been Processed 11 03 2014 16 18 Rebecca Female 44 years Brow Membership Regular 11 03 2014 16 18 Rebecca Female 44 years Brow Lip membership regular 07 03 2014 17 43 JESSICA Femsle 1934 years full face membership called to cancel membership is still active 27 02 2014 18 44 MIRIAM Femsle 35 years Brow Membership Promo Removing Membership From Ticket Before It Has Been Processed 24 02 2014 01 46 Julissa Female 1937 years Brow Lip Membership Promo associate denied service 24 02 2014 01 45 Connie Femsle 1915
6. Search Sales Series Semice Categories Semices Store Groupings Synchronize Vendors The Manager tab in iOffice corresponds to the Manager tab on the SuperSalon point of sale system as well Within this screen owners and users can enter and adjust products discounts employees and view a roster of past and present sales The implementation of these features can be restricted to only iOffice only SuperSalon or both as owners and managers see fit Most common uses e Entering and adjusting of new discounts services or employees e Performing maintenance and or other tasks in regards to the product inventory e Viewing raw sales data as it comes in via upload or based on any desired date range spanning from the initial installation of SuperSalon to the present 112 Brands Editing settings for RSD Documentation Product Brands Create New Product Brand View Deleted Brands Click on any item to edit that item Brand Names Armemian Brew Clubman Juan Mitch Paulsen PAUL MITCHELL COLOR Redlen The Brands submenu also follows the same interface parameters as the Vendors and Product Categories submenus From here the user is able to edit add and delete the different product brands in their inventory Editing settings for RSD Documentation Create New Brand Return to Brand List Adding a new brand uses an even simpler form of entry than the previous submenus The user need only enter an
7. 0 Name SalonCheckin Settings Change Utility Store Update Audit Stores User Prefs Invoice Setup Accounts Click on Data Blocks to add them to Report Drag amp drop data blocks to re arrange once added Product Setup Upload Log May 1 2014 User Login Select Date Range May sw 1 2014 May sw 1 20714 e iOffice and SuperSalon have over 120 reports each detailing different metrics and settings but sometimes owners and managers who like to think outside the box need to see their investment s performance from differently assigned variables This link loads the Custom Report builder which can be used to create very finely detailed reports based on hundreds of metrics and prepares them for export into a familiar program The user is encouraged to experiment with their own custom reports there is absolutely no damage that can be done to either the iOffice or SuperSalon systems from these experimentations When metrics are assigned and saved using the convenient drag and drop interface they will appear whenever the user logs in under the Saved Reports tab 10 Setup Export Office Setup Sales Reports Scheduler Manager Appointments Store Sy Accounts Beta Auto Reports Business Audit Tool Custom Reports FPS Export Mass Message Utility Messages 0 Sales Tax Update Utility SalonCheckin Settings Change Utility Store Update Audit Stores User Prefs Invoice Setup Accounts Product Setup Up
8. 0 00 0 Quick Sale 0 00 0 Quick Sale 0 00 0 Total Customers TT Discounts by Employee WALKER JUSTIN Discount Total MISC PRODUCT DISCOUNT 1 3 90 Total 4 3 90 Discount Details Discount Type Discounts MISC PRODUCT DISCOUNT 1 Total 4 Hourly Work Details Employee 8 9 9 10 10 11 11 12 12 13 13 14 14 15 15 16 16 17 17 18 18 19 19 20 20 21 Total MARLOW 0 0 0 0 0 A 2 A 1 0 0 0 0 9 POHLMEIER 0 1 1 2 1 3 1 1 2 0 0 0 0 12 NEW 0 3 A 0 2 2 A 0 3 1 1 0 0 18 DAHL 0 1 1 1 1 0 3 0 1 2 0 0 0 10 WALKER 0 0 2 3 0 0 0 1 4 1 2 0 0 13 GONZALES 0 0 0 1 3 A A 0 1 3 A 2 0 19 Total Services 0 5 T T T 11 12 5 12 T D 2 0 Bi Total Voids 0 0 1 0 0 0 0 0 1 0 0 0 0 2 Look H Walks 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Production Hrs 229 340 400 466 681 7 66 9 16 7 14 7 82 642 407 400 1 70 69 33 Add Hrs Needed 2 29 1 40 0 80 1 86 A0 3 46 4 36 5 14 262 3 62 1 67 3 20 1 70 36 13 This report tracks individual employee performance close out totals a summary of words and refunds and a large amount of other metrics based on a week time frame However this report can also be run via a requested date range 103 YTD Comparison YTD Comparison 2014 compared with 2013 through May 5th All Departments store Undetined Curr Prior TSN Cur rurr Beta Luft Curr Net Ee Prior Prior Prior Prior Net gege RK Service Discounts Total gay Service Retail Discounts Total rie Variance Variance K DN Abigail 1 621 50 19 70 11 00 1 630 2
9. 24 39 90 1899 90 22 774 38 71 91 Header Legend SpH Commission sales per hour RIN Percentage of retail sales to net total sales RtS Percentage of retail sales to net service sales Gross Pay Over Time is never included in gross pay In commission plans that use higher of hourly vs commisson Over Time will not be calculated The payroll report is designed to calculate how much money your employees are owed at the end of each payperiod The report is broken down into three sections The first section of the payroll report lists employee hours for the selected date range Employees who are considered receptionists those who are not set to Performs Services in their employee setup are listed first A total of their hours and the percentage of the total hours worked which belong to this particular group is then listed After the receptionists are listed the next group listed are stylists The stylist grouping consists of employees who are enabled to perform services in their employee setup Like the receptionist group this group also provides a total list of hours and the percentage of hours which belong to their subset The next section of the report is referred to non production details This section provides a listing of Off Floor Adjustments These adjustments are already calculated into the store employee hours listed in the first section This particular area of the report is purely for convenience The last section of the
10. 25 6 32 23 6 56 Tue 08 1765 00 512 00 2277 00 37 90 46 5713 51 40 00 31 alaa 2 al 1 me pn 22 0 335 95 3396 05 Wed 09 1265 00 168 50 1433 50 3467 3845 Apel 25 00 21 Wiem oO ai 2 1 4 mo 0 216 25 216 59 Thu 10 2376 00 1511 50 2887 50 6215 38 23 8 23 45 00 44 leen 3 al 5 a a l 1 a7 589 48 7 33 Fri 11 2810 00 62 50 3436 50 76 20 36 88 8 22 100 00 so r 2 oi 6 44 7 a oo s26 85 4g 7 44 Sat 12 2187 00 331 50 2518 50 6716 3256 4 94 s00 4 n 5140 2 al 7 35 a a 1 52 5 92 48 6 20 Sun 3 1 1151 00 201 00 1352 0 37 98 30 31 Sal ool 25 17 5408 6 S 4 19 9 Wi 0 30 5 10 17 5 29 Mon 14 875 00 77 50 952 50 30 40 28 78 255 1000 17 12 5603 o al 2 u 3 wm o 17 6 03 15 6 42 Tue 15 2143 00 314 00 2463 00 53 07 4043 532 mo am m as 3 ol 4 A 39 5 44 37 7 21 Wed 16 1435 50 351 50 1787 00 40 60 35 35 Bee 6250 mm Wle1ez 1 a 3 al a l 0 305 45 297 05 Thu 17 1596 00 169 00 1785 00 47 01 33 35 359 mol Au 21 s 2 oi 4 mei a 24 0 346 06 347 10 Friis 2498 50 382 00 28850 50 74 49 33 54 Apel 10650 45 21 5838 1 o n a ni an olaan 487 08 Sat 19 7366 50 265 00 2531 50 gsar 3337 380 165 50 ae 30 sal 1 o s 38 ui mm 50 5 54 48 6 25 Sun 20 Mon 21 1 48 25 170 00 1286 25 34 23 27 64 497 wm 2 mie 2 o 66 4 Go 0 317 29 17 7 38 Tue 23 1483 25 1194 00 1657 25 45 77 3197 424 Am n 16 53 48 2 o 66 ai g mi 1 32 5 52 31 6 51 Wed 23 17
11. 29 90 1 00 59 80 1 99 80 75 2 69 61 85 2 06 4485 1 50 64 95 217 07 00pm 57 80 1 93 37 95 127 102 65 342 P97 70 326 14260 475 0 00 0 00 0 00 0 00 08 00pm 0 00 0 00 0 00 0 00 0 00 0 00 14 95 0 50 0 00 0 00 0 00 0 00 0 00 0 00 09 00pm 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 10 00pm 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 11 00pm 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Totals 602 15 1 82 453 85 1 38 682 90 2 07 783 55 218 997 10 3 02 1097 15 3 66 976 55 3 09 Instructions Employees needed during this hour Average gross sales for hour based on the time customers arrive not when serviced Overview Thoughtful scheduling is key to profitability and customer satisfaction Too many stylists when customer traffic is low can hurt profitability too few stylists when customer traffic is high can cause high wait times and lost sales The scheduling forecaster is designed to match staffing to customer flows The Scheduling Forecaster uses past customer traffic to estimate future sales by day and day pant The estimated traffic is displayed in terms estimated gross sales per hour and is then divided by the productivity goal to calculate the number of stylists needed at any given time WValk outs and look n walks can be factored in The gray columns are gross estimated sales for the hour and the green columns are the number of st
12. 43 03 02 2014 3 20 00 6 276599 84 37 0 00 0 00 51250 1563 3278 49 133 74 392 341223 102 84 218 44 20 18 171 78 44 152 69 72 63 28 90 5 229 3 138 15 65 44 03 09 2014 3 22 00 e 2458 97 87 98 0 00 0 00 336 00 1202 279497 149 50 5 08 2944 47 140 78 193 31 16 06 159 82 38 140 72 54 50 25 91 8 415 3 155 15 26 45 03 16 2014 2 20 00 6 2572 00 88 58 0 00 0 00 331 50 11 42 290350 88 90 297 299240 41 25 191 39 20 42 151 79 06 126 65 97 64 33 51 9 471 1 052 1567 46 03 23 2014 3 20 00 6 294499 86 99 0 00 0 00 440 50 13 01 338549 159 49 4 50 3544 98 161 46 228 51 22 37 175 76 75 171 75 00 55 24 12 7 307 2 088 15 55 47 03 30 2014 3 20 00 6 286248 88 98 45 00 140 30950 962 321698 139 01 414 3355 99 163 66 215 35 16 28 179 83 26 155 72 09 59 27 44 8 372 1 047 15 61 48 04 06 2014 4 2000 e 294250 88 13 0 00 0 00 39650 11 87 3339 00 67 42 198 340642 172 98 226 50 22 12 176 7788 164 72 57 62 27 43 10 4 42 0 000 1507 49 04 13 2014 4 20 00 6 2277 48 85 77 0 00 0 00 378 00 14 23 2655 48 121 35 4 37 277683 170 50 186 38 20 43 146 78 49 122 65 59 62 33 33 4 245 2 108 14 93 50 04 20 2014 4 2000 6 2529 00 83 45 32 00 106 469 50 15 49 3030 50 47 12 153 307762 180 98 205 37 18 05 167 81 46 142 69 27 62 30 24 9 4 39 1 0 49 15 01 51 04 27 2014 4 20 00 e 2510 50 91 03 0 00 0 00 24750 897 2758 00 173 40 5 92 2931 40 115 45 178 41 23 03 135 7584 122 68 54 54 30 34 7 393 2 112 16 47 52 05 04 2014 4 2000 6 2513 47 87 87 0 00 0 00 347 00 1213 2860 47 101 94 3 44 2962 41 89 27 192 au 16 15 159 82 81 12
13. 95111 6888 16 99 monthly 01 22 2011 00 00 00 12 21 2011 23 59 59 21520 04 24 2011 22 01 06 04 24 2011 22 01 06 05 24 2011 22 01 06 16 99 1001000000042967 recurring yes VISA XXXXXXXXXX7 228 1113 ESTEPA SHEILA M 3084 95135 423 16 99 monthly 01 22 2011 00 00 00 12 21 2011 23 59 59 21521 04 24 2011 22 01 06 04 24 2011 This report displays all financial activity regarding the users membership functionality The data can be displayed on a given date range and shows all recurring and expected fees Part Eleven Multi Store Reports Multi Store a CCD Gift Usage Child Record Compliance Daily Posting Discount Report Empire Multi School Employee Trend FS National FS Regional Mobile Analytics Monthly Overview Monthly Sales Projection Package Contribution Report Product Orders Product Sales Product Sales Register Invoicewise Non VAT sales Sales Overview salon Sales Register Invoicewise Non VAT Series Sale Contribution Report Semice Sales settings Comparison Report store Ranking Weekly Overview eMail Capture Rate 49 Child Record Compliance Child Record Compliance From 5 1 2014 to 5 5 2014 Salon salon Name Employee 12172 12172 JANET 12172 12172 TAMANA 12172 12172 VICKI 12172 12172 BRANDEE City Cedar Hill Cedar Hill Cedar Hill Cedar Hill Displays all employees from all selected salons and rates their percentage of compliance with child recordkeeping not applicable in all area
14. AmCrew G 35 08 99 80 82 07 Sexy Hair Concepts 1 7 18 17 95 14 38 Total 41 235 51 505 63 498 55 A very detailed report that allows several filters to be utilized in order to track all inventory sales as well as the last time a particular product was purchased from the salon 195 Product Sales Analysis Product Sales Analysis 05 01 2074 05 31 2014 Multiple Stores Brami Total Total Total Kl i In Total Stock Turns Cost Sales Sales Margin Stock Stock Cost Year Unknown 50 00 0 00 0 00 100 00 30 00 0 00 0 00 0 00 Armemian Brew 50 00 0 00 0 00 100 00 5141 38 34 14 0 00 0 00 Clubman 50 00 0 00 0 00 100 00 5127 50 30 79 0 00 0 00 Juan 0 00 0 00 0 00 100 00 30 00 0 00 0 00 0 00 Mitch Paulsen 30 00 0 00 0 00 100 00 5145 19 35 08 0 00 0 00 dag grepe 50 00 0 00 0 00 100 00 50 00 0 00 0 00 0 00 Redlen 50 00 0 00 0 00 100 00 50 00 0 00 0 00 0 00 Totals 50 00 0 00 0 00 100 00 5414 07 100 00 0 00 0 00 shows the total product sales of a given date range and is possible to run a query with multiple salons selected The results of the query are broken down by brand Product Sales Detail Detailed Product Sales Report 05 1 2014 05 2 2014 Date SE Time Brand Product Commission Client Qty 5 Nets 05 2 2014 78 07 58 pm 75635 MITCHELL JPM 6 7 Scot FM STACY STACY 1 000 9 98 Osz 2014 72 06 06pm 164329 MITCHELL JPM 3 TT Shaping CRM KHEM Jery 1 50 00 17 00 O5 2 2014 23 02 14pm 40524 MITCHELL JPM 5 1
15. COSMETIC A ACCESSORIES COSMETIC BRUSHES COSMETICS COSMETICS SKIN CARE CURLING IR CURLING IRONS Parenti CURLING FLAT IRONS The Product Categories functionality is fairly straightforward and follows the same interface guidelines as previous submenus That is to say clicking on an existing entry will allow you to edit it and the options to enter new ones are in the buttons listed in the upper portion of the interface Clicking the Add Category button populates the menu above where the user may input the desired name for their new product category Clicking Save should populate the next screen showing successful capture of the data 128 Products Editing settings for RSD Documentation Products Add new Edit Multiple Product Receive Import Product Product Products Orders Transfer Adjust Far Alert Level To view product reports select Inventory gt Sales Order from the Reports tab Show Active will display all products with a par level greater than 0 Search Product List Search ProductCode e for _ sort Ascending e Show All Show Active The products functionality of the iOffice does not differ that much from the SuperSalon point of sale system but the interface may seem confusing to some when they first see This simple and elegant initial menu allows the user to search current products add new ones place product orders perform inventory
16. Only services or products that are eligible for commission are included in the total and this is further affected by any discounts that are used during the transaction as well as Non Commissionable Shop Charges In order to ensure that the number for this total is accurate it is important to make sure that Apply Discount to Sale Commission Discounts is configured properly as well as the correct discounts are used on Check Out It is also important to make sure that any Non Commissionable Shop charges are set up properly prior to sales taking place Non Commissionable Shop charges directly subtract from the Commission amount of a service Because of the nature of this field it is not unusual for the total to fall somewhere in between Net and Gross or even to be the same amount as either of the two other totals depending on your system settings Count The count field is used throughout many of the different SuperSalon reports to refer to how much of a particular item there is This could be anything from the number of times 20 a discount was used to how many times a certain service or product was sold This field adapts itself to the report in question when displaying its numerical data Customer Statistics Customer Statistics include Customer Age Gender Source if they re New or Recurring as well as which offers and requests they ve accepted All of the totals for the statistics are calculated based off of the information entere
17. Service Code Description H Supercut Category Max of Discounts Price Use Minimum Price Hair Cut we 1 19 95 Variable Priced Available for Preselect Estimated time to Complete Employee Points Yes 20 minutes 0 00 Customer Points System ka Points to credit Points to redeem Discount to use when redeeming service 1 00 10 00 Points Free Haircut m Additional Costs Extra Services Shampoo 0 00 Condition 0 00 Includes Extra Service _ Amount 30 00 Color 0 00 Perms 0 00 Straightener 0 00 Other 0 00 Show on Show on Show on Non Commissionable Shop Charge Taxable A f BPP Kiosk SalonCheckin Mobile App Amount Percent 0 00 Yes y Yer Yes y No Requires a Resource Tanning Room 3 Applicable Discounts Included In Packages Certificate Competitor Coupon Holiday Bag Hair Cut Member 2 off Misc 3 CHE Paints Free Haircut Referral All None Hold the CTRL button down to select or deselect multiple items Add Split Commission Clicking on an individual service in the roster populates this screen that gives the user the ability to make necessary changes to existing services Everything from actual price to what discounts can and cannot be applied can be configured from here The Add Service button at the top of the Services screen will take the user to a similar submenu as this only completely blank and ready to be completed and saved 141 Services
18. This submenu displays a detailed roster of all salons under the account of that particular iOffice login Stores are listed with their name time of last upload and SuperSalon version number Clicking on the individual entry will populate this screen where a more detailed view is available that includes the address and contact information for the salon 16 Setup User Prefs User Preferences Secunty Questions First Name Aaron Last Name Gipson Email aaron gipson rogers Username aaron gipson Password Invalid Confirm Password Password must be 8 characters and contain 1 upper case letter 1 number and 1 non alphanumeric character Update Preferences Send Email Verfication Link This submenu is where the user can configure and customize a few preferences that are exclusive to their login Security questions can be put in place for increased levels of protection send Email Verification Link This area is for users who log onto the iOffice environment and see the message Email not verified message in the upper right hand corner of the home page Clicking this button will send an email to the given account which will have an imbedded link for the user to click and verify their email Setup Upload Log Upload Log 2 Success Standard Upload E Success Full Upload K Failed SR Performing Name of Salon Database Name ist 2nd And 4th Sth 66th Th th Dh 10th Last IP AaronG Test St
19. e Receiving text messages from individual employees at individual salons or sending a mass e mail to multiple employees at multiple locations e Configuring and receiving e mail alerts through the audit tools e Creating and exporting customized reports e Using the settings change utility to affects multiple point of sale systems for multiple salons e Reviewing the upload log Setup Auto Reports Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Accounts Beta Auto Reports Report Frequency Action Business Audit Tool Production Weekly Monday Status Edit Delete Custom Ri ele eg Store Overview Weekly Sunday Status Edit Delete Export 52 Week Tracking Report Weekly Monday Status Edit Delete FPS Export Salon Dashboard Weekly Sunday Status Edit Delete Mass Message Utility Daily Report Daily 9 00AM Pacific Status Edit Delete Messages 0 Salon Dashboard Weekly Saturday Status Edit Delete Sales Tax Update Utility Salon Dashboard Weekly Sunday Status Edit Delete 52 Week Tracking Report Weekly Sunday Status Edit Delete SalonCheckin S NW Production Weekly Sunday Status Edit Delete Settings Change Utility Store Overview Weekly Sunday Status Edit Delete Store Update Audit Production Weekly Saturday Status Edit Delete Stores 52 Week Tracking Report Weekly Su
20. of sale system is available here as well as several filters that can be applied for quicker access Although the SuperSalon point of sale also has a similar feature available the amount of filters and search options available in iOffice are far more in depth and customizable Queries run in this submenu are available to export immediately to an Excel spreadsheet that uses the CSV format 115 New Customers Editing settings for RSD Documentation First Name Last Name Middle Name Customer Quick Pass Customer Type Customer Info Customer No additional customer information required Customer Points 0 00 Accumulated 0 00 Redeemed 0 00 Available gg in Cancel All pertinent customer information can also be entered at the iOffice level should any of the salon staff neglect do so or in the cases VIP guests where privacy may be a concern The salon must immediately do an upload for the new customer to pass from iOffice to the point of sale system 116 Discounts Editing settings for RSD Documentation RSD Documentation Discounts Add New Discount Auto Discount Note Items marked with a do not have a name saved Please edit these items and add a name Code Name Valid From Valid To Amount Valid Amount Certificate Certificate 0 00 0 00 Competitor Coupon Competitor Coupon 0 00 0 00 HB Holiday Bag 20 0 00 HCC Hair Cut Member 50 00 0 00 L04 2 off 2 00 0 00 L111 Misc Off Uu 0 00 N
21. replaced by SVS as of 2012 184 Enable Auto Series Discount This is for series sales It will automatically apply the discount to a service when the customer is entered Allow Package Upgradation Though the title might be grammatically torturous to read this setting allows packages to be modified on the fly for individual customers and or circumstances Custom Employee Sorting Allows the user to configure how employees are displayed in the various lookup screens based on a vast amount of criteria available in this drop down menu Accept SVS Reward Cards Toggling this setting to Yes will prompt the system to begin accepting SVS based gift card payments The settings will still need to be configured in the Payment Methods screen for them to be fully operational however Prompt for SVS Reward Cards when Pay Now is Pressed Setting this to yes will generate a pop up asking you the customer would like to utilizing SVS reward card when every ticket is checked out In the interest of efficiency this is very rarely set to Yes and is not required for SVS payments Apply Reward Cards To The drop down in this setting has Services Products or Both listed in regards to exactly where Reward Cards may be applied SVS Reward Card Discount Code The individual code for this salon s SVS processing capability should be entered here REGIS Inventory Count Enabled For salons whose inventory is determined by
22. 00 20 00 100 00 100 00 100 00 100 00 1 Amanda 100 00 100 00 90 00 90 00 100 00 100 00 100 00 4 This report is only available to subscribers of our Rate My Visit program which allows customers to rate their experience atthe participating salon and provide feedback through an offer attached to their receipt This report tracks the ratings of this service and how many are being redeemed Source Customer Source May 5th 2014 May 5th 2014 Zipcode Loun Visits Net City Visits Visits Net Gender i Visits Net 48324 4 1 62 55 96 west 4 162 5397 Female 165 66 80 1712 37 48382 3 121 35 97 white 1 0 40 1299 Male 80 32 39 746 67 48386 2 0 81 2298 commerce 1 0 40 9 99 Unknown 2 0 81 51 96 48390 100 40 49 760 00 walled 100 40 49 760 00 Total 247 100 00 2511 00 48323 2 0 81 32 99 a 1 0 40 12 99 Unknown 136 55 06 1603 10 ee ag Unknown un 56 68 1661 06 Total 247 100 00 2511 00 Source Visits Visits Net Unknown 247 100 00 2511 00 Total 247 100 00 2511 00 Displays the zip code city and demographic information tor the bulk number of customers who have visited during a given date range 41 Traffic Customer Traffic Report 05 01 2014 05 05 2014 New Repeat Unknown Total 1 53 2 56 2 80 5 87 3 64 2 69 1 AT 1 49 1 61 8 70 8 305 18 331 2 76 5 83 8 305 331 Provides a snapshot view of the amount of customers who are new or repeat clients within
23. 00 2T Som H 00 318 00 42 00 13 00 20 00 0 00 0 00 0 00 7 00 0 00 0 00 28 Mon 3739 40 254 40 14 00 30 00 24 00 DD 10 00 0 00 7 00 0 00 0 00 a Tue 380 00 174 00 24 00 44 00 12 00 DO 5 00 0 00 7 00 0 00 0 00 D Wed GOIN ee DD 4 45 00 28 00 13 00 15 00 0 00 7 00 0 00 0 00 Totals 17382 10 10893 80 1361 00 1096 00 To 479 00 475 00 794 00 287 00 215 00 134 00 This report isplays the performance o discount usage and paid in outs The default time frame for the query is a month but can be switched to a date ranged query as well e top five services rendered product sales 90 Monthly Statistics Net Net Monthly Statistics Report April 1 2074 April 30 2074 Day ege e e eeng Serv Prod Te Guests Cuts Ticket Voids UL New Recurring Male Female Chil Com ioan Tue Dt 2003 00 187 20 2190 20 4455 AER 416 am a 28 a 2 al 4 a n aal 1 38 6 07 34 7 40 Wed 02 1940 00 508 50 2448 50 45 08 43 03 Hl 75 00 38 28 643 amp al e 73 8 e 0 406 10 387 40 Thu 03 1740 00 405 00 2149 00 58 83 29 58 6 95 40 00 s 19 an 2 i o a e E 84 55 35713 Fand 1635 00 708 50 2343 50 54 48 30 01 13 00 eem 35 lege oO oi 3 a Ai al o 38620 367 02 Sat Op 2061 25 577 00 2638 25 emm Bn mm ai 21 7130 2 oi 3 a 5 au 0 385 28 296 16 Sun 06 1208 00 410 00 1618 00 22429 11 31 10 00 13 17 85 16 oO o 3 wl 7 fi O 19 4 49 18 5 13 Mon O7 1180 00 285 50 1469 50 31 10 37 94 9 31 o 25 3 78 o oi 2 19 4 17 0
24. 00 0 00 0 00 Waxing Service Qty 0 00 0 00 0 00 Waxing Service Average Per Gues 0 00 0 00 0 00 Waxing Service Total 0 00 0 00 0 00 Discount Total 2 00 0 00 0 00 Discount Percent 0 01 0 00 0 00 Product Sales Performance Gross Product Sales 0 00 0 00 0 00 Net Product Sales 0 00 0 00 0 00 erage Daily Product Sales 0 00 0 00 0 00 Sales to Service 0 00 0 00 0 00 Product Per Guest 0 00 0 00 0 00 Product Sales W Service Percent of Total 0 00 0 00 0 00 Product Sales W Service Dollars 0 00 0 00 0 00 Product Sales Non Service Percent of Total 0 00 0 00 0 00 Product Sales Non Service Dollars 0 00 0 00 0 00 Customer Metrics otal Guest Count 7 00 0 00 0 00 Percent 0 00 0 00 0 00 Repeat Percent 85 71 0 00 0 00 erage Wait Time 0 43 0 00 0 00 Wait Time gt 20 Minutes 0 00 0 00 0 00 Look and Walk 2 00 0 00 0 00 Walk Outs 0 00 0 00 0 00 Service amp Product Exceptions Tee Service Dollars 0 00 0 00 0 00 ree Service Percent 0 00 0 00 0 00 Service Redo Qty 0 00 0 00 0 00 Service Redo Value 0 00 0 00 0 00 Product Refunds 0 00 0 00 0 00 Managers Efficiency Total Haircuts 9 00 0 00 0 00 Extra Service Value 0 00 0 00 0 00 Service PPH 0 00 0 00 0 00 Product Sales 0 00 0 00 0 00 Product Sales to Service Percent 0 00 0 00 0 00 This report compares retail performance manager efficiency customer metrics and individual service sales It then displays them in current three month trend in the prior year for comparative analysis 94 Production Produc
25. 00 0 43 0 50 0 00 0 00 5 43 18 00 M N Skier vo oe e e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N 5 03 Sat vo vee _ e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 M N 5 04 Sun vo oo _ e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N Total wee 43 60 4452 1 08 3 00 0 00 0 00 45 60 This report feeds directly from the timeclock on the SuperSalon point of sale system and is accurate to the most current upload It displays all individual clocking in and out times as well as overtime incurred and break time for each employee The Original Hours listing is how many hours the employee actually clocked in for including overtime The Regular Hours listing is how many hours they were clocked in for that did not go into overtime Overtime hours are how many hours they worked that could be considered overtime The Break listing is used for when automatic breaks are enabled or when one is entered in manually It lists how long the break was for Split Shifts lists split shift hours Additional Hours is a listing of any additional time added for whatever reason Holiday and Vacation hours are also listed The Total Hours column is calculated by adding together all of the other columns with the exception of Original Hours 68 The Weekly Hours column is calculated based off of the regular hours time If overtime after forty hours a week is enabled any time that spills past that point will be considered over
26. 1 0 0 1 55 15 58 99 53 84 42 71 180809 plat blond 10 oz Mitchell 0 H 1 1 5 19 12 99 7 80 60 05 163418 100 free powder play1 1 Sexy Hair Concepts 0 H 1 1 6 38 15 95 9 57 60 00 165548 Olive Oil Cond i 0 1 1 0 00 10 50 10 50 100 00 166021 Firm Hold GEL 8 45 OZ AMERICAN CREW 1 0 0 1 5 58 13 95 8 37 60 00 205502 KMS MR LEAVE IN COND KMS 0 1 0 1 8 47 518 85 10 38 55 07 255309 KMS CU Curling Balm KMS 0 1 0 1 8 43 18 75 10 32 55 04 255453 KMS Curl Up Bounce Back Spray KMS 0 1 0 1 6 71 14 90 8 19 54 97 355405 KMS molding past 3 40z KMS 0 1 0 1 10 95 17 95 7 00 39 00 355801 KMS HP GelWax KMS 0 3 0 3 25 41 56 55 31 14 55 07 407715 KMS HS DRY XTRM MINI KMS 0 1 0 1 52 80 55 50 2 70 49 09 407807 KMS HS STYLE BOOST KMS 0 1 H 1 8 43 18 75 10 32 55 04 475914 JoiMistFirm NEW JOICO 0 1 H 1 9 56 19 95 10 39 52 08 476102 Power Gel JOICO H 1 0 1 6 68 13 95 7 27 52 11 476126 Power Spray JOICO 0 1 0 1 9 56 19 95 10 39 52 08 476133 joico travel whipped mousse JOICO 0 2 0 2 55 26 59 00 53 74 41 56 521653 Moro oil trm light 25ml MOROCCANOIL 0 1 H 1 8 20 16 95 8 65 51 03 Total 6 17 14 37 196 04 537 50 341 46 63 53 The multi store version of the Product Sales report allows for a gigantic amount of salons within that account to be viewed at once for a comparison view of their retail performance 54 Product Sales Register Non VAT Product Sales Summary Report Invoicewise Non VAT From 5 1 2014
27. 10 95 3915 40 LUJAN 916 35 327 45 3916 55 23 27 939 62 QUINONE 939 55 310 95 939 55 10 95 950 50 RULZ 1139 65 0 00 1139 65 0 00 1139 65 Store Totals 4717 65 88 78 4717 65 64 60 4802 25 Displays both the gross and net retail and service revenue generated by individual employees Can be run on a requested date range Hourly Sales Analysis Daily Sales Analysis Report May 2nd 2014 EIN Sales 10 00 sales 11 00 sales 12 00 sales 13 00 sales 14 00 sales 15 00 sales 17 00 Sales 18 00 Sales 19 00 sales Sales ge EAR EU 11 00 16 00 17 00 20 00 a Total S e E a p e e rae pees e prae pro pe paes pa fea pa fesa po a fee Total 181 93 20 85 o 29 98 3 44 155 95 17 87 53 97 6 19 181 93 20 85 34 97 4 01 35 97 4 12 102 96 11 8 47 96 5 5 This report displays regional sales data and is generally only available to the upper echelons of management It displays revenue generation broken down by location and hour of the day O End of Day Salon End of Day OSOZ Ticket Servi Check S SC Out customer Request New Stylist Item Price Discount Refund Subtotal Tax Total Payment Wait Time Quick 1 1 20am 1 20am oo T Keli St Appl Mitt 35 50 0 00 0 00 6 50 80 57 7 07 Cash Om 2 02 40 pm 03 49 pm SE Gs SCC nyil 10 50 om 000 10 50 nen F Chek oo iia ane Check Salon Voids el Serv Cancel Ticket Service Time Check Out Cust
28. 16 67 Gross Sales Discount Gross Sales 903 20 3 65 This report can be run to show the total amount of discounts used for a given date range separated by individual discount and can be further broken down by stylist if needed 44 Part Nine Gift Certificate Reports Gift Certificates Git Certificates Usage Gift Certificates Gifts Type Format Customer Date Sold Last Used Sold To Sold For Total Used Balance Account Account account 306262 06 21 2006 11 51am Never Cameron Peters Levi Nelson 15 00 0 00 15 00 Account account 249100 08 20 2008 12 51pm Never Unknown Unknown 24 00 0 00 24 00 Account account 249103 01 27 2009 3 22pm Never Teresa Sheer Teresa Shearer 24 00 9 36 00 60 00 Account account 306263 02 22 2009 2 41pm Never Unknown Laura Mattso 10 00 0 00 10 00 4 Record s found This report can be used to track the activity of customers gift certificate programs and displays the data broken down by customer information and time of use Usage Gifts Usage Summary Purchases Purchases Payments Payments 0 0 00 1 60 00 Usage Details Date Transaction Customer Stylist Amount 12 27 2013 10 45am Payment Emily LANDERS 60 00 1 Record s found Here the user can see all payment and usage statistics for gift certificates broken down by customer and attending salon employee 45 Part Ten Membership Reports Membership Membership Actwity Report Membership Cancelations
29. 2014 Brow Membership Regular 07 11 2014 Active 07 13 2013 07 12 2014 05 13 2014 07 13 2013 E L 07 12 2014 Active Options 04 14 2014 07 13 2014 NIA 07 13 2013 Brow Shaping Membership 07 13 2014 Active Sort by 07 20 2013 07 19 2014 05 20 2014 10 26 2013 E L 07 19 2014 Active Sylist 07 27 2013 07 26 2014 05 27 2014 07 27 2013 Brow Membership Regular 07 26 2014 Active Show Membership 08 02 2013 08 01 2014 06 02 2014 42 14 2013 E L 08 01 2014 Active At m 08 02 2013 08 01 2014 01 02 2014 08 02 2013 E L 08 01 2014 Late Membership Status 08 08 2013 08 07 2014 05 08 2014 08 08 2013 E L 08 07 2014 Active all z 08 11 2013 08 10 2014 05 11 2014 08 11 2013 E L 08 10 2014 Active Include The Following 08 12 2013 08 11 2014 05 12 2014 08 12 2013 Brow Membership Regular 08 11 2014 Active SS 08 15 2013 08 14 2014 05 15 2014 08 15 2013 E L 08 14 2014 Active Show Hide All 08 17 2013 08 16 2014 05 17 2014 03 22 2014 E L 08 16 2014 Active V Show Start Membership 08 28 2013 08 27 2014 05 28 2014 08 28 2013 E L 08 27 2014 Active V Show End Membership 08 28 2013 08 27 2014 05 28 2014 08 28 2013 E L 08 27 2014 Active Show Next Recurring 09 07 2013 09 06 2014 05 07 2014 09 07 2013 Brow Membership Promo 09 06 2014 Active Payment 09 10 2013 09 09 2014 05 10 2014 10 16 2013 E L 09 09 2014 Active E Show Date of Last Payment 09 11 2013 09 10 2014 40 11 2013 09 11 2013 Brow Membership Regular 09 10 2014 Late El Show Cancel Day 09 16 2013 09 15 2014 05 16 2014 03 28 2014 Br
30. 22 04 24 04 18 2011 22 04 24 05 18 2011 Does Not Exist In Store 22 04 24 16 99 Active Membership Token 1001000000035227 recurring yes VISA XXXXXXXXXXXX9507 1113 215 95127 6762 16 99 monthly 01 18 2011 00 00 00 12 17 2011 23 59 59 20931 04 20 2011 22 01 38 04 20 2011 22 01 38 05 20 2011 Does Not Exist In Store 22 01 38 16 99 Active Membership Token 1001000000040441 recurring yes VISA XXXXXXXXXXXX0920 1113 2326 95122 6849 16 99 monthly 01 20 2011 00 00 00 12 19 2011 23 59 59 21148 04 21 2011 22 01 16 04 21 2011 22 01 16 05 21 2011 Does Not Exist In Store 22 01 16 16 99 Active Membership Token 1001000000041084 recurring yes MC XOOOOXXXXXX6025 1011 219 95125 2531 16 99 monthly 01 21 2011 00 00 00 12 20 2011 23 59 59 21312 04 22 2011 22 01 21 04 22 2011 22 01 21 05 22 2011 Does Not Exist In Store 22 01 21 16 99 Active Membership Token 1001000000041498 recurring yes VISA K000000000X9905 0913 489 95111 2142 16 99 monthly 01 21 2011 00 00 00 12 20 2011 23 59 59 21313 04 22 2011 22 01 21 04 22 2011 22 01 21 05 22 2011 Does Not Exist In Store 22 01 21 16 99 Active Membership Token 1001000000042157 recurring yes VISA 0000000000XK1057 0513 3246 95111 6888 16 99 monthly 01 22 2011 00 00 00 12 21 2011 23 59 59 21520 04 24 2011 22 01 06 04 24 2011 22 01 06 05 24 2011 Does Not Exist In Store 22 01 06 16 99 Active Membership Token 1001000000042967 recurring yes VISA XXXXXXXXXXXX7 228 1113 ESTEPA SHEILA M 3084 95135 423 16 9
31. 22 06 06 05 06 2011 Does Not Exist In Store 22 06 06 16 99 Active Membership Token 1001000000012523 recurring yes VISA 00OOXKXXXXXX0995 0613 1615 95116 5621 16 99 monthly 01 05 2011 00 00 00 12 04 2011 23 59 59 17989 04 06 2011 22 06 06 04 06 2011 22 06 06 05 06 2011 Does Not Exist In Store 22 06 06 16 99 Active Membership Token 1001000000013695 recurring yes VISA XXXXXXXXXXXX7602 0812 VILLARUZ KAREN R 2934 95133 2414 16 99 monthly 01 06 2011 00 00 00 12 05 2011 23 59 59 18246 04 07 2011 22 04 41 04 07 2011 Does Not Exist In Store 22 04 41 05 07 2011 22 04 41 16 99 Active Membership Token 1001000000014289 recurring yes VISA X00OXXXXXXX2860 0414 DE TRINIDAD MINERVA C 181 106 95139 3241 16 99 monthly 01 07 2011 00 00 00 12 06 2011 23 59 59 18527 04 09 2011 Does Not Exist In Store 22 04 04 04 09 2011 22 04 04 05 09 2011 22 04 04 16 99 Active Membership Token 1001000000016185 recurring yes MC MOOOOXXXXXX0053 0213 53 3 94103 1430 16 99 monthly 01 08 2011 00 00 00 12 07 2011 23 59 59 18532 04 09 2011 22 04 04 04 09 2011 22 04 04 05 09 2011 Does Not Exist In Store 22 04 04 16 99 Active Membership Token 1001000000018801 recurring yes VISA X00000OO000X8925 0613 LOPEZ ELIZABETH 605 95125 1689 16 99 monthly 01 10 2011 00 00 00 12 09 2011 23 59 59 18944 04 11 2011 22 04 42 04 11 2011 Does Not Exist In Store 22 04 42 05 11 2011 22 04 42 16 99 Active Membership Token 1001000000023587 recurring yes VISA KOOCKKXXXXXX6609 06 13 94
32. 5000 1982 96 Deposit Cash and Check 3203 50 3235 20 S217 95 30 00 30 00 30 00 0 00 af 44 73 Credit 367 Di 2445 00 S424 27 30 00 30 00 50 00 30 00 1736 23 CreditCard 467 D 446 00 424 27 0 00 0 00 0 00 5000 1236 23 Debit 0 00 0 00 0 00 0 00 50 00 0 00 0 00 0 00 Total Deposit 3571 46 3769 26 M4222 0 00 30 00 0 00 0 00 1902 96 Statistics Traffic Count 35 4T 42 0 0 0 0 124 Ticket Average 16 26 316 40 15 60 0 00 30 00 30 00 0 00 16 12 Mise Gift Certs Redeemed 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 SVS Gift Cards Redeemed 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 PCC Gift Cards Redeemed 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 This report can be run from either a date range or selected week and it shows and tracks revenue flowing into and out of the salon via closeout numbers payouts and traffic statistics 85 Deposit Summary Deposit Summary April 1 2014 April 30 2014 Day Cash Check Credit 1 Debit Deposit Gift PCC Gift Phone Auth Total Day Cash Check Credit 1 Debit Deposit Gift PCC Gift Phone Auth Total 01 Tue 30 00 0 00 291 91 0 00 30 00 0 00 0 00 0 00 321 91 17 Thu 92 00 0 00 236 37 0 00 92 00 0 00 0 00 0 00 328 37 02 Wed 0 00 0 00 379 91 0 00 0 00 0 00 0 00 0 00 379 91 18 Fri 83 00 0 00 380 73 0 00 83 00 0 00 0 00 0 00 463 73 03 Thu 78 00 0 00 108 99 0 00 78 00 0 00 0 00 0 00 186 99 19 Sat 0 00 0 00 380
33. 70 0 00 0 00 0 00 0 00 0 00 380 70 04 Fri 25 00 0 00 210 67 0 00 25 00 0 00 0 00 0 00 235 67 20 Sun 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 05 Sat 0 00 10 99 285 34 0 00 10 99 0 00 0 00 0 00 296 33 21 Mon 10 00 0 00 216 93 0 00 10 00 0 00 0 00 0 00 226 93 06 Sun 47 00 0 00 190 92 0 00 47 00 0 00 0 00 0 00 237 92 22 Tue 0 00 0 00 228 86 0 00 0 00 0 00 0 00 0 00 228 86 07 Mon 66 00 0 00 104 27 0 00 66 00 0 00 0 00 0 00 170 27 23 Wed 123 00 0 00 115 92 0 00 123 00 0 00 0 00 0 00 238 92 08 Tue 14 00 0 00 297 03 0 00 14 00 0 00 0 00 0 00 311 03 24 Thu 51 00 0 00 151 67 0 00 51 00 0 00 0 00 0 00 202 67 09 Wed 14 00 0 00 258 33 0 00 14 00 0 00 0 00 0 00 272 33 25 Fri 203 00 0 00 192 68 0 00 203 00 0 00 0 00 0 00 395 68 10 Thu 126 00 0 00 301 09 0 00 126 00 0 00 0 00 0 00 427 09 26 Sat 8 00 0 00 286 96 0 00 8 00 0 00 0 00 0 00 294 96 11 Fri 55 00 0 00 264 64 0 00 55 00 0 00 0 00 0 00 319 64 27 Sun 21 00 0 00 144 64 0 00 21 00 0 00 0 00 0 00 165 64 12 Sat 53 00 0 00 240 52 0 00 53 00 0 00 0 00 0 00 293 52 28 Mon 13 00 15 00 32 00 0 00 28 00 0 00 0 00 0 00 60 00 13 Sun 23 00 0 00 154 94 0 00 23 00 0 00 0 00 0 00 177 94 29Tue 109 00 0 00 228 91 0 00 109 00 0 00 0 00 0 00 337 91 14 Mon 40 00 0 00 324 40 0 00 40 00 0 00 0 00 0 00 364 40 30 Wed 61 00 0 00 111 96 0 00 61 00
34. Available Stylist This option if set to yes will show the next stylist available to service a customer on the Wait Serve screen Track Booking and Editing Employees for Appointments lf Appointments are enabled in the system this setting will keep track of which individual employee edited or booked an appointment in the reports Show Employees That Clocked in Today on Lookup Screens This setting will populate the clocked in employee name on the various look up screens that comprise a ticket sale Allow Customer Credit Cards to Be Stored Due to recent PCI compliance laws this setting has been nullified and they system no longer stored any sensitive customer financial data anymore Assume all Paid Ins are Cash This will automatically categorize any and all Paid Ins as cash payments for tracking and reporting purposes Enable Gift Voucher For businesses who run Gift Vouchers mostly in Canada this setting will enable or disable them according to the owner s wishes Tracking them will be accomplished after setting them up as a payment method Enable Franchisee Remittance This setting allows Franchisees to better process their payments to their corporate offices Prevent New Ticket Without Closeout This setting makes it so once the salon is closed for the day no new tickets may be processed until the store is opened again Enable HUL Loyalty seldom used setting that governs a program for Gift Cards and Gift Vouchers Mostly
35. Card Swipe Settings Although the user does have the ability to configure various aspects of the installed card swiper settings from this menu it is reccommended that these functions be performed live at the salon for testing and accuracy purposes Cash Drawer Editing settings for RSD Documentation Cash Drawer Setup Please select the COM Port that your cash drawer is connected to v Connected through printer COM Port COM Open String 27 112 0 60 60 Enable Cash Drawer v Apply Various aspects of the cash drawer may be configured from this submenu and an upload will be required for the settings to transfer to the SuperSalon software and then to the drawer itself Company Information Company Information Deposit Info Royalties Save Settings Company Info Corporate Store Open Date eLearning Demo 03 14 20135 Send Reports To Contact Name Aaron Gipson Address 1117 NE 2nd Ave Phone 555 667 5309 Fax E Mail aaron gipson rogers Website The default view for the Company Info submenu will always be the company info itself and here is where the user can input the information unique to their store for the purposes of payroll and reporting 154 Internet Setup General Editing settings for RSD Documentation Internet Setup Dialup Account Office Upload General Last connect time 2m 29s ago Last IP Address 156 177 131 59 Apache Port 30 Stay connected on next uplo
36. Cut 1 4 00 0 0 00 0 0 00 4 00 0 0 00 The user may select multiple salons at once In any given date range and the report wi present all of the service sales within that date range tallied as a total Stylist Extra Services Stylist Extra Services May 2 2014 May 2 2014 Stylist Name Net Services 5 Extra Services Extra Ser Net Total Sof tot SPH Breanna 273 00 0 00 0 00 273 00 0 00 5 58 21 82 Marissa 151 99 0 00 0 00 179 97 0 00 4 15 43 37 Michelle 148 99 0 00 0 00 148 99 0 00 5 97 24 50 Sarah 136 99 0 00 0 00 148 48 0 00 5 05 20 40 Victoria 132 00 0 00 0 00 132 00 0 00 6 20 21 29 Totals 5 a42 57 0 00 0 00 ao2 44 0 00 29 95 29 46 This report is broken down by stylist and shows the net total of all services and extra services as well as the services per hour for a given date range also for multiple salons at once if the user chooses 108 Part Sixteen The Scheduler Tab The scheduler tab gives business owners and their selected managers the ability to create manage and track their staffing in a convenient and centralized way However in order to utilize this tool it must first be enabled To achieve this the user must first go to Store Setup then software settings and the option of enabling the scheduler tab is under the Misc heading Editing settings for RSD Documentation MA wech RW FF Calendar Day Next Employees Upon first populating the scheduler screen looks identical
37. DD DD WD 20 DD WD W 30 50 30 o Juan 50 50 WW WwW WH 20 SU 3 WwW WW WH 0 20 WWW WD WH W WD HD W 30 30 50 0 Mitch Paulsen 50 20 HW 350 3 3 Si 34 WNW WNW A D A Si SU Si WD WD WD DD HW W SU 24 24 100 PAUL MITCHELL COLOR NH NH 30 3 3 YW DW 30 Dw Si VD 20 20 WDD DD DD DW 20 DN WD W 30 30 30 0 Totals 50 20 WD 20 HH WD HW 2 ai WW 1 1 AAAA WD WD HH WH DW W Dif 30 30 30 EA 30 EA 30 o o o o 0 056 UK 0 This report is run with a year s worth of data in the calculations It shows product sales broken down by month of the selected year and can also be generated in a comparison mode for accounts with multiple salons Operator s Product Sale Register Operator s Product Sale register From 5 1 2014 To 5 5 2014 Brian Spencer TOTAL RESULTS Shelly Worrell Shelly Worrell Displays product sales broken down by stylist and number of units sold It can be run for multiple salons on a vast date range 13 Product List RSD Documentation Products eLearning Demo May 6 2014 Unit Unit Code UPC Brand Description Category Vendor Par In Stock Cost Price 009531115740 009531115740 Mitch Paulsen Tea Tree Shampoo sShampoo Conditioner ACME 6 5 6 13 11 00 009531115795 009531115795 Mitch Paulsen Soy Sauce Conditioner shampoo Conditioner ACME E B 6 13 11 25 009531115832 009531115832 Mitch Paulsen shampoo Tea Tree Lemon Shampoo Conditioner ACME H 6 6 25 11 25 Sage Thickening 009531118772 009531118772 Clubman Fiberglass Cook
38. Enter the resource name in the name field and select the Add Resource button Continue until all of the desired resources are entered The Resource Categories will be listed in the Requires Resource drop down on the Edit service Menu and the resources and Resource Categories are listed on the Appointment screen when using Resource View When scheduling you can select specific resources such as tanning booth 2 Resources can be applied manually or iOffice can assign them for you Settings for this feature are located at Store Setup tab Software Settings System Appointments Manually Assign Resources Editing settings for RSD Documentation Menu Actions a Editing settings for RSD Documentation Add a Resource Name Resource Category Tanning Room 3 M Currently Configured Resources Name Category Massage Table 1 Massage Table CH 136 Search Sales Search Previous Sales Start 05 18 2014 End 05 18 2014 Product Sold All Products v Serice Sold All Services Discount Used All Discoun ts v Payment Used Show All Ticket Status Show All X Ticket Type Show All Employee All Employees Customer Name Tradedown Theft Audits Sale amount less than Service time greater than minutes Wait time greater than minutes Amount tendered is greater than amount due by Select credit or check for best results sf Search Tickets for May 18th 2014 Click a row to
39. January 2014 hale Jan 14 Avg Total Hours 145 82 145 82 Production Hours 145 82 145 82 Cuts 209 209 Cuts Hr 1 43 1 43 Prod Hr 1 44 1 44 Total 5 Hr 24 33 24 33 Redos a i Redo 0 00 0 00 peterson Jan 14 Avg Total Hours 148 58 148 58 Production Hours 148 58 148 58 Cuts 173 173 Cuts Hr 1 18 1 18 Total St 19 84 19 84 Redos a a Redo 0 00 0 00 Reedy Jan 14 Awg Total Hours 150 62 150 62 Production Hours 150 62 150 62 Cuts 176 176 Cuts Hr 1 17 1 17 Total St 20 53 320 53 Redos OU a Redo 0 00 0 00 Megrew Jan 14 Avg Total Hours 3 73 3 73 Production Hours 3 73 3 73 Cuts 0 B Cuts Hr 1 61 1 81 Prod Hr 36 16 6 16 Total 5H 29 46 29 46 Redos a D Redo 0 00 0 00 hammel Jan 14 Awg Total Hours 48 97 46 97 Production Hours 48 97 48 97 Cuts Hr 0 85 0 85 Prod 3 Hr 30 21 30 21 Total Sthk 14 45 14 48 Redos D D Redo 0 00 0 00 Allows the user to quickly track employee performance over a large amount of stores and it utilizes a start and end of month as a date range facilitator 52 Mobile Analytics Mobile Analytics Report From May 01 13 To May 05 14 Total Completed Check ins Total Completed Check ins Total Call ahead Total Mobile Call ahead Mobile Store Call ahead Mobile Transactions Transactions Revenue Revenue HairCutCity 0 0 0 0 0 0 Lucy s Hair Salon 0 0 2280 2280 815188 815188 Quincy Campus 0 0 U 0 D Shear Styles 0 0 0 0 0 0 EE 0 0 0 0 0 0 G X S 815188 815188
40. Membership Token Membership Error Report Membership Error Report Monetra Recurring List Information 1001000000003100 recurring yes VISA X0X00OOKXXXXX4 150 1112 990 95037 6514 16 99 monthly 01 02 2011 00 00 00 12 01 2011 23 59 59 16910 04 03 2011 22 05 31 04 03 2011 22 05 31 05 03 2011 22 05 31 16 99 1001000000003712 recurring yes VISA X0X0OOXKXXXXX1502 0713 2940 95148 720 16 99 monthly 01 03 2011 00 00 00 12 02 2011 23 59 59 17318 04 04 2011 22 05 33 04 04 2011 22 05 33 05 04 2011 22 05 33 16 99 1001000000006806 recurring yes VISA XX00OOOKXXKXX0280 0914 41134 95116 1683 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17975 04 06 2011 22 06 05 04 06 2011 22 06 05 05 06 2011 22 06 05 16 99 1001000000008935 recurring yes VISA XXXXXXXXXXXX7806 1012 3616 95127 897 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17977 04 06 2011 22 06 05 04 06 2011 22 06 05 05 06 2011 22 06 05 16 99 1001000000010048 recurring yes VISA XX00OOOOOXKXX5886 1012 2425 95037 6532 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17979 04 06 2011 22 06 05 04 06 2011 22 06 05 05 06 2011 22 06 05 16 99 1001000000012440 recurring yes VISA XXXXXXXXXXXX8231 0414 1997 95122 6386 16 99 monthly 01 05 2011 00 00 00 12 04 2011 23 59 59 17987 04 06 2011 22 06 06 04 06 2011 22 06 06 05 06 2011 22 06 06 16 99 1001000000012523 recurring yes VISA XXXXXXXXXXXX0995 0613 1615 95116 5621 16 99 monthly 01 05 2011 00 00 00 12
41. Membership Token 1001000000030541 recurring yes VISA XO0OOXXXXXXX7 387 06 13 2069 95122 1143 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20227 04 17 2011 22 04 22 04 17 2011 22 04 22 05 17 2011 Does Not Exist In Store 22 04 22 16 99 Active Membership Token 1001000000030798 recurring yes VISA K0000OO000XK4270 0513 73814 95112 3642 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20229 04 17 2011 22 04 22 04 17 2011 Does Not Exist In Store 22 04 22 05 17 2011 22 04 22 16 99 Active Membership Token 1001000000031085 recurring yes VISA HOOOOKXXXXXK5987 0312 3759 95111 6717 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20230 04 17 2011 22 04 22 04 17 2011 22 04 22 05 17 2011 Does Not Exist In Store 22 04 22 16 99 Active Membership Token 1001000000033602 recurring yes VISA XXXXXXXXXXXX6750 0912 SOTO ARACELI 494 95111 5498 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20482 04 18 2011 22 04 24 04 18 2011 Does Not Exist In Store 22 04 24 05 18 2011 22 04 24 16 99 Active Membership Token 1001000000034139 recurring yes MC MOOOOKXXXXX5492 1212 GATERS ELAINE B 300 95116 6747 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20484 04 18 2011 22 04 24 04 18 2011 Does Not Exist In Store 22 04 24 05 18 2011 22 04 24 16 99 Active Membership Token 1001000000034428 recurring yes VISA 0000000000X2405 0214 1062 95031 1637 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20485 04 18 2011
42. Paid Out Yes No Tip Adjustments on Timeclock lf enabled this feature adds a Tip Adjustment field on the Time Clock This field allows users to adjust their tips in the event they were entered incorrectly Subtract Tips from Computed cash lf enabled tips will be included in the total dollar amount to be balanced at Close Out A line is also added to the Close Out to add in the amount of tips 200 Subtract Tips From Change on Checkout lf enabled the system will automatically display the change with the tip subtracted so that the user knows exactly how much to take from the drawer that doesn t include the tip Employee Tips lf enabled an additional pop up will be displayed on the check out screen This screen allows the user to enter tip amounts for additional employees involved in the transaction Only Show Tip Prompt for Service Sales If enabled the popup for tips will only be presented for service sales Auto Credit Tip Employee lf enabled a Keep the Change feature will automatically track tips which are generated from a credit card transaction These tips are carried over to the Payroll Report Enable Tips Paid Out If enabled adds an Employee Tips button to the Open Till Section Software Settings Retail Editing settings for RSD Documentation Software Settings Misc Reports Taxes Tickets Appointments Wait Time Uploads Inventory Birthday Settings World Search SMS Alerts Tips Discounts Invent
43. Price Items Mother s Day Special 29 95 0 R CH Packages allow you to offer multiple items Services and products as one bundled offering Using packages allows you to properly record the sale of all the component items and properly allocate sales dollars and discounts across the component items Packages can be set up for any combination of services and products As an example you may want to run a Mother s Day special The package can include a manicure pedicure facial and a massage Packages allow you to combine all these services with a special price if desired Enter a name and price for the package in the Name and Price fields Then select the Add Package button The Package is added to the Currently Configured Packages list Select the red circle to delete the package To add the services or products you wish to include in the package or to edit the package information select the notepad When you select the notepad the Edit Package screen comes up where you can change the name edit the price and add and delete services or products you wish to include in the package Each item sold in the package is detailed separately in reporting and offers customer service times for the entire package 126 Paid Outs Editing settings for RSD Documentation Stat 5 7 2014 End 5 8 2014 Paid Outs Date Employee Vendor Payout Reason Payment Totals 0 00 This submenu allows the user to view and edit all paid outs that
44. Processor Setup Payment Methods Modify Gift Certificate Types ia Create New Payment CO Autoselect top payment during ringout Payment Code Memo Field Credit Group Order No No A W Cash Cash Visa MC Visa MC No No Visa MC AW AMEX American Express No No American Express Aw Check Check Yes No Av SVS OVS Git Card No No AW gift Gift No No A W In the initial screen of the Payment Methods submenu the user is shown a list of all applied payment methods currently in use for the SuperSalon point of sale system The buttons above give the user the option to configure gift cards credit card processors as well as add new payment methods as they become available Clicking on the entry of an existing payment method will allow the user to configure certain aspects of it including how it is reported And configuring the arrows on the right the user is able to change how individual payment methods are displayed in the checkout screen of the point of sale system 159 Payment Methods Credit Card Processor Setup Editing settings for RSD Documentation Integration Setup General Credit Card Processor Setup ait Card Processor Setup Only one credit card processor can be enabled at a time If you save a new card processor to be enabled it will disable all other card processors Select Card Swipe Settings Card Swipe Device None M Com Por None e Card Reader Timeout In Seconds 60 Configure Monetra General
45. Setup commission ssion Bonus B D i 0 Commission Highest Level e Bonus General Timecards Pay periods Commission Product Plan Commission Plan Form Plan Name Product Plan Select Plan Type Product Sales Product Sales FS Matrix CRIC Points 0 00 t e Discount Service Sales 0 00 and up Service Sales Service Count Bonus Based on ProductSales O O O O O Sales Amount Retail to Service Product Com Retail to Service Service Com Sales are Retail to Total Sales Product Com Net Service based on Product Commission by Brand Payrate based on Production Tenure Bonus service Category PPG Service Com Save Commission Plan Hour x Rate Bonus Sales NTA Com Additional Bonus onus Amount Delete Commission Plan 168 Permissions Editing settings for RSD Documentation Permissions Groups Areas Sections Select a group below Select an area below Click on a section to cycle through permission settings wenn mmm er n Checkout Receptionist Stylist Manager Messages Paid Out Reports Sales School Setup Time Clock TimeClock Wait Serve section Color Legend Checkout Tickets Confirm Appointments Edit Internal Notes Print Iti Quick Sale Show Overbook Warning Save Pennissions Instructions 8 Green denotes that the selected group has access to this section D Red denotes that the selected group does not have access
46. Split Commission in checkout no no Allow Split Commission in Service Setup Services buttons in Customer Lookup Allow Edit Commision at Checkout yes yes Discounts return to First Page no no Enable Auto Discounting yes yes Enable Price Groups Enable Service Requests In System yes yes Enable Ticket Number Entry no no Use Gender Based Pricing no no Rearrange details in Sales Register no no Show customer information in release header yes yes Enable HUL Package Sale no no Enable HUL Series Sale no no Maximum number of items for Add Quantity 0 0 Prevent Tickets with a Refund from being part of Multitickets Number of Quick Keys Displayed on Check Out yes yes Require Employee Selection For Pre Pay Require all tickets closed before closeout no no Set Active Stylist To Commission On Checkout no no Round off the Payment Amount no no Show Void Button on Checkout yes yes sales Reports Show Additional Time as Personal Time no no Age Definitions Adult 58 64 Base Cut Price 13 95 15 95 Age Definitions Child A relatively new report This tool will allow users and administrators of the SuperSalon Point of Sale to review and compare various software settings across all salons within the same account Store Ranking Store Ranking Report 05 05 2014 05 05 2014 Gross Net Please click on a heading to sort N Wax Total Sales pra Service Product Product PPG PPG PPH PPH Avg Ticket Ben Waxing Waxing Perm Perm Color Color Shampoo Treatment Cas
47. Sun E3200 408 00 38 00 28 00 24 00 33 00 0 00 0 00 0 00 0 00 11 00 OT Mon 4 238 00 14 00 45 00 28 00 13 00 5 00 43 00 14 00 0 00 0 00 TE Tue 20 357 00 55 00 AA 0 00 13 00 10 00 0 00 21 00 0 00 0 00 OG Wed 585 00 305 00 55 00 T200 12 00 25 00 15 00 0 00 0 00 0 00 0 00 10 Thu 581 40 4 40 0 00 SR OO 28 00 13 00 10 00 0 00 21 00 0 00 0 00 Ti Fri T1040 445 40 14 00 5500 DOC 13 00 15 00 45 00 4 0 0 00 11 00 iZ Sat 1205 801 825 80 182 00 15 00 52 00 33 00 50 00 0 00 28 00 EH 22 00 13 Son M200 37 00 140 00 0 00 12 00 25 00 10 00 0 00 7 00 0 00 0 00 14 Men 500 40 235 40 24 00 15 00 28 00 13 00 0 00 0 00 7 00 0 00 11 00 i5 Tue 5793 00 355 00 28 00 43 00 35 00 25 00 30 00 0 00 0 00 0 00 11 00 16 Wed 457 00 241 00 42 00 28 00 24 00 dt A 5 00 0 00 7 00 0 00 0 00 iT Thu 547 00 250 00 24 00 45 00 20 00 25 00 5 00 45 00 14 00 0 00 0 00 1 Fri 1176 40 GU A0 73 00 105 00 24 00 13 00 40 00 43 00 14 00 0 00 11 00 Sat 1076 00 556 00 152 00 105 00 25 00 DO 40 0 0 00 14 00 65 0 33 00 20 Sun 0 00 dt A 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Ti Mon 353 40 32 40 55 00 58 00 45 0 33 00 500 0 00 7 00 0 00 0 00 TF Tue AD 255 00 28 00 43 00 17 00 DD 5 00 0 00 14 00 0 00 0 00 23 Wed 3 00 22 00 28 00 15 00 55 00 0 00 10 00 45 00 7 00 0 00 0 00 24 Thu 408 00 212 00 14 00 45 00 0 00 13 00 10 00 0 00 0 00 T500 0 00 25 Fri 656 00 445 00 14 00 47 00 2 00 13 00 30 00 0 00 7 00 0 00 22 00 M Sat OR A0 388 40 38 00 30 00 28 00 3 00 25 00 0 00 7 00 0 00 11
48. Two iOffice Overview and Home Page Welcome to Office e SuperSalon iOffice is a web based cloud backup system whose general interface mimics that of the SuperSalon POS This reduces any potential learning curve when going from one interface to the other The tabs shown below are the primary method of navigating the iOffice interface and users already familiar with SuperSalon will see the similarity quite quickly iiles Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties It is through the iOffice interface that owners are able to perform several administrative functions as well as have access to features that are neither available nor practical to have on the point of sale itself If a business owner desires a setting or function change in SuperSalon on the salon side computer that change that can be made in iOffice and transferred to the salon via a standard upload from the POS iOffice replenishes itself several times during the course of a workday via SuperSalon s uploading process Depending on the desired time intervals for automatic uploads to take place the data on iOffice can be as fresh as a few hours to even a few minutes The reporting functionality of iOffice is second to none with literally hundreds of reports based on thousands of metrics and the ability to even create customized reports based on your unique business model s needs And though several of these reports ar
49. Update Audit Store Update Audit The store update audit report generates a CSV for viewing in excel It contains the store number the version of Super Salon currently running on the system and the date the version was downloaded Full Report Generates a complete report of all stores Updated Today Generates a report of stores updated on today s date Date Range Generates a report based on the date range given Format yywyymmdd Full Report Updated Today Format yyyymmdd Updated After This is a new tool for iOffice users and business owners to use for keeping track of their salons POS software versions as well as updates that may have taken place The user is given three different options all of which are described in detail on the interface The results of this query will populate in the form of an Excel CSV formatted spreadsheet downloaded to the user s machine Microsoft Office will be needed to properly view it Setup Stores To improve reporting accuracy we ve removed the MTD Services MTD Products and MTD Sales from this screen Please go to Reports gt Monthly Financial to generate this information for your stores Store Information Store Name Last Upload Last Software Update Version Name of Store As Date of last upload Last software update performed through upload process This Version as recorded in Configured in Admin Site processed does not include manual updates to stores Admin Site
50. a given date range 42 Part Eight Discount Reports Discounts Discount Item Report Discount List Discount Usage Traffic Discount Item Report This report currently only supports store data that is running SuperSalon 5 x or higher Select A Discount IGREATD2 2 OFF JHC WITH GRES p 2 00 paper discount LC 3 OFF Luckys Coupon 5C 4 OFF SAFEWAY Coupon sc3 3 off safeway coupon 0 Applied only to FVP adult and kid 008 MMS 2 off Adult amp Kids Cut 009 MMS 5 off Perms amp Colours 01 1 00 off fvp total haircut price of 010 University Students 2 off 010113 5 00 off Adult hair cuts 011 Buy one professional product i 012 4 00 off Haircut 016 2 off Adult amp Kids Hair cut 017 5 off Hair Color Show Daily ID Select Date Range 05 01 2014 to 05 05 2014 Generate Report Displays detailed information on individual discounts based on a given date range Data is broken down by franchise name invoice number and customer name 43 Discount List Discounts Discount Code Description Type Amount Loo4 9 99 Family Savings Card dollar 5 01 L805 MISC SERVICE DISCOUNT dollar 0 00 L806 MISC SERVICE DISCOUNT percent 0 L80 MISC PRODUCT DISCOUNT dollar 0 00 L608 MISC PRODUCT DISCOUNT percent 0 L870 THANK YOU CARD dollar 5 00 L900 STUDENT DISCOUNT dollar 1 00 L910 MILITARY DISCOUNT dollar 1 00 L915 EMPLOYEE percent 25 L925 PRO
51. a total of Com and Bonus The last segment is the actual amount due to employees The pay rate listed is the same one as in their individual employee setup The base pay itself is calculated by multiplying their pay rate by their non production and production hours If there are different pay rates for the two hours then they are calculated separately and then added together Overtime pay is added to another column along with additional hours vacation hours and holiday pay The next segment is their commission total which is a combination of both service and product commission generated from plans assigned to the employee Next to last is the Gross pay which is Base pay Add Vac Hol Pay Com if combine Commission and Base is turned on OT must be added in separately Labor Cost is generated by dividing the salon net sales by their gross pay 66 Points Employee Points Sunday 04 13 2014 Saturday 04 19 2014 Employee Hours Service Product Total Points Points Hr House Sales 0 00 0 00 0 00 0 00 0 00 0 00 Total 0 00 0 00 0 00 0 00 0 00 0 00 Sunday 04 20 2014 Saturday 04 26 2014 Employee Hours Service Product Total Points Points Hr House Sales 0 00 0 00 0 00 0 00 0 00 0 00 Total 0 00 0 00 0 00 0 00 0 00 0 00 Although not all salons participate in a points program for their employees this report will display those points based on retail and service production Position Hours May 1 2074 May 5
52. also recommended that the user familiarize themselves with the basic operations of the SuperSalon point of sale system itself as well in order to get a more rounded familiarity The material presented herein represents a collaborative effort between Rogers Software Development s senior support technicians and Development staff Excerpts from the SuperSalon Version 5 User Guide as well as internal correspondences between Development and Support have been cited in the creation of this publication Part One Preliminaries System Requirements Hardware The iOffice environment can be viewed and manipulated from almost any personal computer with an Internet connection Possible exceptions to this would be computers older than 10 years or those whose Windows operating systems are no longer supported by Microsoft Windows XP and prior Software In order to properly view retrieve and manipulate the data of iOffice Rogers software development has optimized it for best performance on the Mozilla Firefox and Google Chrome browser platforms This is due to Firefox s superior ability to handle in depth queries for multiple areas of a database server at once as well as its Superior memory management and plug in containment iOffice has also been tested successfully on the Safari and Opera platforms but sporadic issues and hangups from all prevents our implicit endorsement of them Internet Explorer should not be considered for any kind of extend
53. broken down by hours and tallies how many customers have visited in that hour span Service Categories Type Color Hair Cut Shampoo Style Treatment Wax Total Qty Net Qty Net Qty Net Qty Net Qty Net Qty Net Qty Net gi ae 0 0 00 0 0 92 1258 00 58 0 3 18 00 42 9 0 0 00 0 0 2 14 00 100 0 1510 00 15 6 102 1314 00 54 4 mec 1 345 00 100 0 54 721 00 33 2 4 24 00 57 1 5 353 00 100 0 D 0 00 0 0 6 54 00 844 d 9917 00 0 0 Child 0 0 00 0 0 14 190 00 66 0 0 00 00 D 0 00 00 O 3000 0 0 O 000 O0 14 190 00 0 0 New 0 0 00 0 0 29 395 00 16 2 2912 00 26 6 1 7 00 132 0 0 00 0 0 1 10 00 156 3 7 436 00 0 0 Recurring 1 45 00 100 0 131 1774 00 81 8 5 30 00 714 4 46 00 868 2914 00 100 0 6 54 00 84 4 153 1977 00 0 0 Requested 0 0 00 00 5 67 00 31 291200 286 2514 00 264 0 000 00 D 000 00 13 93 00 0 0 e 1 45 00 100 0 155 2102 00 96 9 5 330 00 714 3 39 00 73 6 2914 00 100 0 7 64 00 100 0 177 2322 00 0 0 a 0 0 00 0 0 0 0 00 0 0 0 0 00 0 0 0 000 0 0 O 0 00 0 0 O 0 00 00 0 0 00 0 0 Unknown 0 0 00 00 D 0 00 00 O 000 0 0 0 0 00 00 0 S000 00 O 000 00 OO 000 0 0 In this report a total of all customers for a given date range is broken down by gender services refunds and other metrics 40 Points Customer Points Report February 1 2014 May 5 2014 Services Products Redeemed Date Daily ID Item Description Credited Redeemed Customer 02 11
54. critical updates e A delightful scrolling image carousel of our surprisingly photogenic staff e Areas where you can provide your feedback or suggest improvements and enhancements e Software license transferal information Part Three The Setup Tab Accounts Beta Auto Reports Business Audit Tool Custom Reports Export FPS Export Mass Message Utility Messages 0 Sales Tax Update Utility SalonCheckin Settings Change Utility Store Update Audit Stores User Prefs Invoice Setup Accounts Product Setup Upload Log May 1 2014 User Login select Date Range May 1 2014 May 1 e 2014 e Most common uses Although most of iOffice s interface was designed to mimic the POS the Setup tab for both interfaces is quite different Operations and utilities corresponding to SuperSalon s Setup tab are instead displayed in iOftice s Store Setup tab which will be addressed at length later This page contains features accessible only to salon owners and their selected staff Here users will find tools and resources that will help configure and customize various aspects of the software to make it more unique to their business The most popular feature on this page is of course the Custom Report builder This tool is designed to allow business owners the ability to configure almost any reporting metric and then have it exported into a user friendly format such as Microsoft Excel or QuickBooks
55. date or the date of the transaction itself Commission Report Ee ee WILLIAMS JESSICA ele laleeleleeleleelefelleleleleelelelelellely Here the user can see the total commission amount for a given date range broken down by franchise name and location Employee Contact List RSD Documentation Employees Employee Name Position Phone Num Cell Phone Address City State Zipcode Bardman Dan Stylist Brutnadilewski Carl Tanning Mage 1231231234 3213214321 1122 Boogie Woogie Avenue Discoton FL 88551 Cuts Zoe Stylist 1231231234 3213214321 123 Jones Way Nicetown KS 88551 Dee John Stylist Dekel Natalie Stylist Fernandez Vanessa Receptionist 1231231234 3213214321 123 Jones Way Nicetown KS 88551 Garcia Lorena Stylist Hall Manfred Stylist James Jessica Stylist 1231231234 3213214321 123 Jones Way Nicetown KS 88551 MacGhee Clipper Stylist 1231231234 3213214321 123 Jones Way Nicetown KS 88551 Meza Paty Manager Powers Laura Stylist Ridley Candia Manager Rule Wendy Stylist Samson Delilah Geneticist 1231231234 3213214321 123 Jones Way Nicetown KS 88551 St Jack Edna Manager 1231231234 3213214321 123 Jones Way Nicetown KS 88551 Staelens Sheryl Stylist Yin Kwan Stylist Displays the name position and contact information of all active employees currently on the payroll of the salon 60 Employee List RSD Documentation All Employees Employee Name SSN Position Hons Hong Status Hired Terminated Bardman Da
56. individual brand code along with the name and save the information Editing settings for RSD Documentation Product Brands Create New Product Brand View Deleted Brands Click on any item to edit that item Brand Names Juan Mitch Paulsen PAUL MITCHELL COLOR Redlen 113 Closeout Editing settings for RSD Documentation Close Out Open Today s Date May 7 2014 Edit Prior Close 05 07 2014 Select a Helper Payment Mid day Count End day Count Total Count Total Computed Over Short Cash 0 00 s 0 00 S 0 00 150 00 150 00 Checks 000 s 0 00 s 000 5 0 00 0 00 Gift 0 00 s 0 00 s 000 5 0 00 0 00 SVS Gift Cards 000 s 0 00 S 0 00 S 0 00 0 00 American Express 0 00 s 0 00 0 00 0 00 0 00 Visa MC S 0 00 s 0 00 s 0 00 0 00 0 00 Summary 0 00 0 00 0 00 150 00 1450 00 Deposit Summary Opening Till 150 00 Cash Drops 0 00 Cash Deposit 0 00 Counted Till 150 00 Check Drops 0 00 Check Deposit 0 00 Closing Till 0 00 Total Drops 0 00 Total Deposit 0 00 Open Till 150 00 Paidouts 0 00 Paidins 0 00 Calculated Tips 0 00 Tuition 0 00 Notes Much like the iOffice version of the Opening submenu the Closeout submenu is for viewing and editing past closeouts The date range functionality for this feature is in the upper right hand corner and the user may view any previous closeout from the time the salon has open for business to the present The
57. is easy to identify Total Gross and Net as well as the Gross and Net for product and service sales respectively Taxes and gift certificate card sales are also tracked separately The information in the closeout totals section is dependent on the closeout information entered for that day If the closeout for a particular date is incorrect then it will throw off the total calculation at the end 89 The closeout totals section also contains the Reported and Actual fields These fields are used to determine if there was any data loss during the upload for the date in question These two fields should always match in number Monthly Gross Monthly Gross Summary April 1 2014 through April 30 2014 Monthly Gross This report can only be run for a month time span and it displays a quick snapshot of closeout discount and performed services Monthly Sales Monthly Sales Report April 1 2074 April 30 2014 Top 10 Services Supercut sercut Waxing Buzz Cut great As Glazing T3 Exper ADD AL Triangle Blow Dry style Day Total Supercut J Sr 5 Single Guard A ON Service Weave L 3 15 Di Tue 568 00 38 00 14 00 28 00 45 0 0 00 a II 0 00 21 00 0 00 11 00 OF Wed 376 70 284 40 14 00 15 00 17 0 13 00 25 00 0 00 7 00 0 00 0 00 T3 Thu 302 00 220 00 42 00 0 00 20 00 13 00 0 00 0 00 7 00 0 00 0 00 04 Fri 05 20 4 P 0 00 D O 0 00 33 00 10 00 45 00 14 00 0 00 0 00 OD Sat G00 5 00 42 0 00 17 00 13 00 25 00 0 00 7 00 0 00 0 00 16
58. management or import par levels from other locations Before diving headlong into this section it would be best to know some basic terminology when it comes to product inventory management The user will find all of these terms interchangeable with the functionality of the SuperSalon system as well Editing settings for RSD Documentation Insert Product Product Code Vendor Code Description Brand Vendor Category Pay Commission of Discounts Cost Price Yes v No Limit v 0 00 0 00 Variable Priced In Stock Alert Qty Par Level Track Inventory 0 Yes v Taxable Type Yes e Retail Scanner Code Transition Scanner Code Applicable Discounts SENIOR CITIZEN NEW INTERNET MAF VARSITY 1 OFF VARSITY GOLD CARD COLLEGE MAINE FALL SUPERCOUP 2 00 MAINE WINTER SUPERCOUP 2 00 OFF All None Hold the CTRL button down to select or deselect multiple items Retum to Product List 129 Product Terminology Product Code Enter any unique numeric code for this product Usually this will be a 4 digit number that corresponds to a price tag you might stick on the bottle The receptionist can key this number in during a sale to add the product You may use alpha numeric product codes however we suggest you use numeric product numbers The reason for this is SuperSalon iOffice s use of keyboard quick key shortcuts While trying to key in an alpha numeric product code you may inadver
59. of the screen are self explanatory the Quick Key functionality governs how services are displayed in the point of sale as far as their order Service Code Editing settings for RSD Documentation Actions SP Subitem Quick Keys Search Services Search input Type in the search terms above the results will automatically be filtered as you type Description Currently Active Services Note Click on a row to edit the service Default Amount Speed Keys Type CRFH Mullet Highlights Front Accent Highlights Top Accent X Large Top Accent XX Large Top Accent Full Foil Glazing With Color Supercolor Child s Services Packages Hair Advanced cso a o CORSE ee e ee ae C fe Ooo o om sw e sm mn o foo cm mf om This area of iOffice holds both the roster in the ability to edit and add services for the SuperSalon point of sale system This screen stays in communication with the POS via the upload functionality such as with most things in the iOffice environment an upload will need to be performed for the changes to be carried down to the salon level 140 Estimated Time min s min s min s 30 min s 40 min s 30 mins 40 min s 60 min s 70 mune 120 min s 50 min s 35 min s 25 min s DU min s 20 min s Services Editing Services Edit Service Menu Edit Service
60. password senderlD E 198 NOTE The SMS functionality is an extra service that will require both Rogers Software Technical Support and the Accounting department s attention prior to activation Enable SMS Messaging lf enabled the SMS Feature will become active in the POS SuperSalon only sends SMS messages to customers who are set to receive them In order to opt customers in select Yes under allow SMS on the customer record Manager Tab Customers Customer Search Select Customer Allow SMS SMS Account Balance SMS messages must be purchased through SuperSalon Accounting to use the SMS system This field will let you view your balance Appointment Alert Message Enter the message you want be sent out to customers after booking an appointment In order for the message to be sent Send this message after appointment booking will need to be enabled There is a 140 character limit Appointment Confirmation Message Enter the message you want be sent out to customers after confirming an appointment In order for the message to be sent Send this message on appointment confirmation will need to be enabled There is a 140 character limit Appointment Reminder Message Enter the message you want to be sent out to customers as a reminder for an appointment In order for the message to be sent Send reminder X hours before appointment time will need to be enabled There is a 140 character limit Ch
61. settings and allows you to select some basic settings Payroll Mode Unless your franchise requires you to use a specific mode leave this at Generic Payroll system Request Charge If you charge customers an additional fee for requesting a specific employee please enter the amount here It will automatically be added as a line item in their check out screen Request Bonus If you pay your employee an additional fee for each request they receive enter the amount here It will automatically be added to their bonus column on the payroll report Include Request Charge In Service Commission Select Yes here to include the request charge in service sales totals If this is set to yes and a Request bonus is also configured employees will receive both the bonus and an increase to commission for each request they received 162 Employee Payroll Method Use this dropdown to choose if employees get paid the sum of their commissions and hourly wage or if they are paid the higher of the two Payroll Bonuses Timecards Editing settings for RSD Documentation Pay period Commission Setup General Pay periods Commission Timecards Overtime for over 8 hours day Yes No Overtime after 40 000 hours week Automatic Employee Breaks Enable Automatic Breaks Yes No Automatic break length minutes Deduct break time after working hours Automatic Employee Non Production Time Transfer Enable Non Production Time Tr
62. the total If you select Subtotal a new field called Restricted Amount will appear Here you can enter a minimum amount you would like the total ticket to amount to before the discount will be allowed Discount Type Select if this discount is based on a dollar amount or a percentage Optionally the discount can be used to reduce the item or items to a preset retail value e g a two for 20 special To accomplish this see the description below Discounts to Retail Price When you apply a discount with the Discounts to Retail Price option selected the resulting retail price will be whatever amount you enter in the field Choose this option by selecting the radio button to the left This will enable the option requiring you to enter an amount in the field to the right The discount automatically adjusts depending on the regular price of the product or service to result in the retail you enter The program subtracts the amount entered from the regular price to calculate the discount lf the retail amount entered in the field is higher than the regular price of an item the discount will be negative and actually increase the price of the item This feature is very useful for product specials For instance if you want to put all of your slow moving products on a table and sell them all for 5 00 use this discount for the special This feature allows iOffice to maintain the relative profitability of each item This is far more desirab
63. the user to begin the submission process by clicking the Create All Ready Stores button located at the top of the interface The status will then change to Created and the report will be available at the normal location in Reports gt Sales gt E Royalties The salon is then queued for the nightly processing where it is encrypted and sent directly to Regis via secure upload Canceling a submission is possible by going into the History page before midnight local time and clicking the Cancel button 20 The Closed Days Page Illustrated below is the utility page for selecting Closed Days and it is from here that the user is able to specify which days the salon will not be processing any tickets so the system will not look to those days for data ies Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Overview Status History Closed Days Settings If a there is a day in a report period missing sales data it must be marked closed before the report can be submitted When you mark a day closed you will have the option to copy to all stores if they were all closed that day Select Store 01 BCFC e Select Report Period 06 01 2014 06 07 2014 Date Tickets Closed Notes Sun Jun 1 2074 42 No Mon Jun 2 2014 59 No Tue Jun 3 2014 45 No Wed Jun 4 2014 54 No Thu Jun 5 2014 T4 No Fri Jun 6 2014 60 No Sat Jun 7 2014 66 No A friendly s
64. user may not however close out the salon from iOffice due to there being no cash drawer attached or receipt printer to print the appropriate summary reports 114 Customers Editing settings for RSD Documentation Customer Lookup Customer Search Add Customer Customer Clubs Customer Type Filter by Contact Information First Name Last Name Middle Name City State Zip Birthday f sf Gender Show Al Phone Customer Club Show Al x Has Email Show All Filter by Visit Information ShowAll New Recurring ShowAll ee ShowAll Visits ShowAll last Time Range dee 04 07 2014 Include Imported Customers that have never visted L From GE Include Customers that have been set to inactive C Date To 05 07 2014 Customer Signed Up on Kiosk choose a date to enable Filter by Transaction Information Stylist Show All we Requested ShowAll Includes Discount Show All i WW Includes Service Show Al W I Includes Product Show All VM Perm Color Cards Show All Service Category Show All x Fayment Type Show All Ticket Status Show All VM Most Common Technician Show All e Export Transactions to Excel CSV select a New Store A complete roster of all customers who have been entered into the SuperSalon point
65. years Brow Lip Membership Promo wanted to cancel because associate denied service 22 02 2014 18 08 ANNA Femsle 1922 years Brow Membership Promo multiple memberships 22 02 2014 18 08 ANNA Female 1922 years Brow Lip Membership Promo multiple memberships 15 02 2014 00 36 Melanie Female 28 years Brow Membership Promo Removing Membership From Ticket Before It Has Been Processed 14 02 2014 01 32 Vanessa Female 22 years Brow Lip Membership Promo Removing Membership From Ticket Before It Has Been Processed 21 01 2014 23 20 Rita Female 31 years Brow Lip membership regular none given 15 01 2014 21 39 Caroline Female 39 years Brow Lip Membership Promo 11 01 2014 21 07 Maggie Female 1936 years Brow Lip membership regular Never Goes 05 01 2014 22 08 Angel Male 27 years Brow Lip Membership Promo doesnt go 05 01 2014 21 15 Andrea Female 20 years full face membership Wanted 45 packeage 04 01 2014 01 53 Carolina Female 31 years Brow Lip membership regular moved to kiosk Date Time Guest Name Sex Age Membership Name Cancel Reason A summary of all cancelled Membership accounts based on date range or other metrics can be found here Reasons when given are also available in the display for better marketing research Membership Error Report Membership Error Report Membership Error Report Date EOF Error nee Monetra Account Error Reason Monetra Recurring List Information Status Token SE Active Membership Token 100100000
66. 0 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 i7Mon 0 00 oo 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 on 0 00 0 00 0 00 0 00 om 0 00 0 00 0 00 oo 0 00 Giel 000 oo ooo 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 O 00 0 00 om oo 0 00 0 00 oO 0 00 14Wed 0 00 oo 0 00 0 001000 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 9 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Tw DI Dm Om ooroo ooo ooo ooo om 0 00 0 00 0 00 0 00 0 00 0 00 oaol om oo 0 00 0 00 0 00 16 Fri 0 00 0 00 0 00 0 00 0 00 om om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 17 Sat 0 00 ooo 0 00 0 00 0 00 om om ommom 0 00 0 00 0 00 0 00 0 00 0 00 0 00 om om 0 00 0 00 0 00 0 00 18S5un 0 00 oo 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 on 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 oo 0 00 19Mon 0 00 oo 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 om oo 0 00 0 00 0 00 0 00 20Tue om om 0 00 0 00 0 00 om om 0 00 0 00 0 00 Domm 0 00 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 21Wed oo om oop opoo om om ommomm 0 00 0 000 00 0 00 0 00 oopoon om oo 0 00 0 00 0 00 0 00 22 Thu om oo 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 23 Fri 0 00 ooo ooo 0 00 0 00 om om ommom 0 00 0 00 0 00 0 00 0 00 0 00 0 00 om om 0 00 0 00 0 00 0 00 24 Sat 0 00 0 00 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 Dom 0 00 0
67. 0 0 Neitzel Cassandra 15 08 0 00 15 08 0 00 0 Sanchez Aide 30 53 0 00 30 53 0 00 Displays the total amount of hourly bonus pay Separated by employee and their unique payroll ID Labor Sales Labor Sales Report 04 20 2014 04 26 2014 Total Non Production Labor 0 00 0 00 0 00 0 00 0 0 00 0 Summary Sales Actual Service Sales 0 00 Retail Sales 0 00 Total Sales 0 00 Total Retail of Sales 0 00 Non Production Labor Actual Total Non Production Labor Exc Retail 0 00 Total Non Production Labor Inc Retail 0 00 Total Non Production of Total Sales 0 00 This report tracks all nonproduction labor and displays a summary of all service and retail sales that were gained during that time frame 64 Payroll Pay Roll Report 001 Monday 03 17 2014 Sunday 03 30 2014 Hours Employee Tota Production Non Prod uction Tips Regu Overtime Additional Vacation iday Sp Reception fotals 0 00 S i 00 1002 Bailey 62 00 33 57 0 00 62 00 353 95 59 75 2 25 0 1008 Evans 46 56 25 21 0 00 46 56 84 82 46 56 0 00 0 0 0 0 1001 5 26 0 00 9 72 13 25 0 mms 66 96 66 s 66 i H 0 Stylist Totals 184 69 100 00 0 00 184 69 566 27 182 44 2 25 0 Store Totals 184 69 100 00 0 00 184 69 566 27 182 44 Non Production Details Bank ntory M Reception Employee Off Floor Ad ota Reg Over Reg Ow Reg Over Reg Over Reg Over Reg Over Bailey o 0 00 0 00 59 75 0 00 Evans 0 00 0 00 46 56 0 00 46 56 Souss
68. 0 00 0 00 0 00 0 00 3 0 00 A very detailed report that can be filtered by gender age new and existing customers service category and several other metrics to determine which customers are returning and how often ER Customer Retention Analysis Non Returning Customers Visits During 01 02 2014 to 26 02 2014 Danisse Lovato Mason Turley Payton Turley Casey Ayala Tyson Sasueds Taylor Sasueds Randi Garcia Trinti Garcia Kaleigh Chadwell Caithyn McCall Tammy Malcara Tasha Clements Mason Harlow LeAnn Harlow Jaxson Langley Jazmyn Langley Zack McClurg Harold Clark Caleb Koontz Robert Keckeis Man Gomez Ruth Reed Rosalie Mascaranas Patricia Falerios Nicole Fateaus Mark McGuire Janie Hensley Customer Retention Analysis Non Returning Visit period above or equal to 90 days Visit period below 90 days Customers not visitied within DEE Randi Garcia Randi Garcia Randi Garcia Randi Garcia Randi Garcia besser on 21 0414 PT Pe Kaleigh Kaleigh Chadwell Kaleigh Chadwell Kaleigh Chadwell Chadwell Kaleigh Chadwell Kaleigh Chadwell Tasha Clements Tasha Clements Tasha Clements Tasha Clements Tasha Clements Tasha Clements Caithn McCall Caithyn McCall Caithn McCall Caithn McCall Caithyn McCall Caithn McCall LeAnn Harlow LeAnn Harlow LeAnn Harlow LeAnn Harlow LeAnn Harlow LeAnn Harlow Tammy Malcara Tammy Malcara Tammy Malcara Tammy Malcara Tammy Malcara Tammy Malcara J
69. 0 00 0 00 0 00 172 96 15 Tue 81 00 0 00 213 38 0 00 81 00 0 00 0 00 0 00 294 38 Totals 1490 00 25 99 6595 52 0 00 1515 99 0 00 0 00 0 00 8111 51 16 Wed 64 00 0 00 260 85 0 00 64 00 0 00 0 00 0 00 324 85 The Deposit Summary report provides a look at the deposit information for the month requested In order for the report to display accurate information the close out for each day in the requested month needs to be completed properly Running the report on a month that has not finished will not have any adverse affects but running the report when there are incomplete or inaccurate closeouts will throw off the total calculation at the end The deposit information for Credit Debit Phone and Gift payments is based off of the Mid Day and End Day count fields on the closeout screen The Cash and Deposit field are based off of the Cash Deposit section of the Deposit Summary of the Closeout screen These two numbers should always be the same Each day listed in the report is also a link When the desired date is selected it takes you to the Daily Report for that day Drops Date Employee Type Amount 05 01 2014 07 56 pm ALICIA Cash 400 00 05 04 2014 05 46 pm KERIN Cash 3400 00 0y 2014 12 07 pm ALICIA Cash 3300 00 002014 05 27 pm ALICIA Cash 3200 00 05 05 2014 06 08 pm KERIN Cash 500 00 Although not utilized by all salons this report shows details of cash and check drops over a date ranged timeframe 86
70. 0 00 0 00 7 72 0 00 Symms 0 00 0 00 66 41 0 G Total 00 00 00 oo 0 00 00 29 180 44 2 00 0 00 84 ir ir Guests oduct Base re Add Va Com Gross Labor DE Serviced S eem Sale SpH om Bon Req Total Sales SpH Com Bon Tota Rate ol fota ay 31 7 25 0 00 00 26 0 0 679 8 0 00 0 2 22 0 00 679 80 55 66 ns 19 00 7 4 60 74 0 0 0 137 00 40 00 0 0 00 145 00 46 18 Sousa 2 0 1 0 00 0 00 0 0 0 0 0 00 0 Salary 250 0 00 350 0 1400 00 mms 36 1 15 0 77 72 20 0 0 0 137 70 2 98 26 0 00 44 29 262 1 77 24 ota 88 48 98 81 0 0 954 50 954 50 2 96 974 68 0 00 969 09 426 98 75 50 Sale Ommi ion totals for Ma 2014 March Boken Si Guests D om Service roduct Base re Add Vac om Gr Labor Sales SpH om Bonu Req ota Sales SpH Com Bonus ota Rate ota ost 20 961 0 528 55 0 0 00 0 00 2 208 44 56 70 56 00 0 336 0 168 0 00 68 o 0 00 0 00 99 68 00 99 59 47 Sousa 00 0 43 0 0 00 0 0 00 0 00 Salary 50 0 0 50 00 813 95 mms 20 553 248 8 00 48 00 10 21 7 25 219 31 42 89 ota 95 46 2 70 2 63 1893 00 0 0 945 40 0 00 945 40 5 0 00 2 00 0 77 56 0 0 955 6 337 42 9 63 Sale Commission Tota Ea Guests Rt R Service Product Base bei Add Va Com Gr Labor i Sa pH om Bonu eq Total Sale SpH Com Bon ota ay ota st Bailey 44 0 00 0 208 25 0 1208 3 3 19 20 20 55 00 Evans 46 56 17 6 56 5 30 305 0 40 7 56 344 53 05 0 Sousa 2 4 0 00 0 00 68 0 0 0 0 0 0 0 0 0 0 o 0 00 0 00 00 0 0 0 1029 41 Symms E 29 9 78 1 386 5 47 40 22 55 27 Totals 69 94 3 32 44
71. 0 1 0 00 0 00 0 00 0 00 Se SE Se All 112 00 22 50 6 75 127 75 20 0 00 0 00 0 00 0 00 SC sre SCH Alyssa 400 00 93 00 16 96 476 04 23 0 00 0 00 0 00 0 00 SE SE SE Amanda 12 366 00 625 94 90 95 13 100 99 T 0 00 0 00 0 00 0 00 SS Se SR Ashley W Ashlie V Becca Brittany Christine Courtnee 15 337 00 T 119 50 13 912 00 0 00 2 361 00 11 752 00 1 549 75 466 93 853 89 16 95 128 35 351 90 298 92 40 97 113 80 0 00 0 00 46 46 16 627 83 7 545 46 14 652 09 16 95 2 489 35 12 055 42 10 T 5 5 3 15 407 50 14 366 00 14 939 50 0 00 9757 00 14 375 50 1 217 25 Bi B i 673 00 0 00 IER 4715 95 188 20 135 46 111 06 0 00 94 89 87 08 15 108 49 15 707 44 0 00 14 704 37 6 191 28 7 563 03 1 049 35 7 946 51 2 648 95 Crystal G 406 00 22 50 6 75 421 75 6 0 00 0 00 0 00 0 00 ER Gina 0 00 0 00 0 00 0 00 SE 0 00 0 00 0 00 0 00 Se SS S Holly 12 434 00 119 23 13 169 71 Totals 233 265 50 11 005 51 26 6 73 47 217 417 54 1 10 487 00 668 70 96 87 11 056 83 5 226 736 00 9 900 65925 514 67 211 124 18 2 112 88 4 6 293 36 em 50 962 50 7245 25470 00 2556495 0 48 116 00 166 30 24 030 00 2425230 0 131265 5 Jackie 15 372 50 82544 9627 1610167 5 0 00 0 00 0 00 000 ma Gees Jen 8118 50 40110 5863 8460 97 5 11 779 00 460 25 71 25 12168 00 4 3707 03 30 Jessi 4869 50 10954 1224 196680 6 192900 23075 4511 211464 12 147
72. 0 2 00 0 00 188 50 187 50 13 95 0 50 0 00 13 70 13 45 13 95 0 00 0 00 13 95 13 95 0 00 0 00 0 00 0 00 0 00 3 95 0 20 0 00 3 85 3 75 271 35 2 70 0 00 2270 00 218 65 17 95 0 00 0 00 17 95 17 95 Total Haircuts 11 Gross Srvs Hour 40 25 Haircuts Hour 2 0 Avg Cut Time 5 46 mins Avg Between Cuts 30 57 mins Cuts d 5 mins 0 Srvs Tickets 77 Net Srvs Hour 34 75 Gross Prds Hour 3 29 Net Prds Hour 3 26 Cuts gt 20 mins 7 Net Gross 79 25 79 19 5 68 5 83 5 90 5 83 0 00 0 00 1 58 1 65 92 41 92 50 7 59 7 50 Net Ticket 21 51 Gross Ticket 21 75 Net MGut 327 57 Gress Au 21 75 PPG 1 63 PPC 1 63 Net Pris on Srvs Tickets 317 95 Aug Sov Ticket Amt 21 51 Net Pris on Srvs Store Totals Gross Discount Refund Commission Net 284 25 6 00 0 00 281 25 278 25 13 95 0 50 0 00 13 70 13 45 13 95 0 00 0 00 13 95 13 95 0 00 0 00 0 00 0 00 0 00 2 95 0 20 0 00 3 85 3 75 318 10 6 70 0 00 312 75 209 40 17 95 0 00 0 00 17 95 17 95 Total Haircuts 18 Haircuts Hour 1 80 Avg Cut Time 10 33 mins Avg Between Cuts 23 85 mins Cuts lt 5 mins 0 S Srvs Tickets 18 Avg Sows Ticket Amt 20 48 Gross Drvsiomr 31 61 Net Srvs Hour 30 94 Gress Prds Hour 1 20 Net Frds Hour 1 20 Cuts gt 20 mins 7 Tickets Net Srvs 8 217 Net Dn Gross 85 00 25 09 4 11 4 18 4 26 4 18 0 00 0 00 1 15 1 18 94 52 94 63 5 48 5 37 Net Ticket 20 46 Gross Ticket 20 28 Net Cut 520 46 Gross Cut 20 88 PPG 1 1
73. 0 2014 i 47 88 47 88 1115 58 51404092 51404092 04 09 2014 122 65 122 65 1115 58 1404091 1404091 04 09 2014 253 01 253 01 1115 58 This report shows total product orders for all selected salons within the given date range and their current statuses It also breaks the order down to individual product as well as cost versus retail Product Sales Multi Store Product Sales May 1 2014 May 31 2014 ossos o9 CC Produet Brana E morosizss T aw Tots Toil proe Product 16509 spray amp play Sexy Hair Concepts 0 0 1 1 5 60 17 95 12 35 68 80 17676 EX Body Sculpt Foam 16 90Z PAUL MITCHELL 1 0 0 1 8 40 21 98 13 58 61 78 017993 Hempz mini 3pack HEMPZ 0 1 0 1 5 04 19 74 14 70 74 47 24011 Tes Tree Shamp ltz Mitchell 0 0 1 1 12 39 30 98 18 59 60 01 40524 Super Skinny Serum 5 1 Oz Mitchell 0 0 1 1 7 59 18 98 11 39 60 01 41194 Ice mini spiker Joice ice 0 H 1 1 1 80 10 99 9 19 83 62 074108 Babyliss Brush Misc 0 1 0 1 7 19 13 85 6 66 48 09 75795 Super Skinny Serum 850Z PAUL MITCHELL 1 0 0 1 52 53 5 75 3 22 56 00 78050 Molding glue 0 0 1 1 0 00 10 95 10 95 100 00 78117 Tea tree Shmp 0 0 1 1 50 00 59 50 59 50 100 00 78123 color care shamp 0 0 1 1 50 00 59 50 59 50 100 00 128560 Its A 10 Leave IN Spry 40Z MIRACLE 10 2 0 0 2 12 64 33 90 21 26 62 71 152477 moisture shmp 0 H 2 2 0 00 19 00 19 00 100 00 152479 Moisture Cond 0 0 2 2 50 00 521 00 521 00 100 00 155635 EMJ Mint Daily Shampoo
74. 0 Modified Ticket Records Found Refunds Daily ID Date Employee Description Amount 0 Refund Records Found shows a large amount of statistics based on employee performance void reasons and other metrics 33 Tally Transaction Export Select Zones Select Stores RSD Documentation Select Date 05 01 2013 to 05 02 2014 EB Generate CSV Exports pertinent transactional information to a Microsoft Excel spreadsheet in CSV format Time Clock RSD Documentation Audit Time Clock April 29 2014 April 29 2014 Summary Employee Late Absent Cuts oe 1 0 Fernandez Vanessa 1 0 Dee John 0 1 Ridley Candia 1 0 Dekel Natalie 1 0 Garcia Lorena 0 1 Total 4 2 Detail Date Employee Late Absent Scheduled Time Clock Time Late m Excused DAD A Cuts Zoe Late 04 29 14 09 00 am 04 29 14 12 50 pm 230 m No 04294 Fernandez Vanessa Late 04 29 14 09 00 am 04 29 14 12 51 pm 231 m No 04 2944 Dee John Absent No 04 20 14 Ridley Candia Late 04 29 14 09 00 am 04 29 14 12 50 pm 230 m No O4 2914 Dekel Natalie Late 04 29 14 10 15 am 04 29 14 12 50 pm 155 m No ina E Garcia Lorena Absent No This very detailed tool shows extended attendance information based on the time clock on the SuperSalon point of sale system It tracks whether employees are late absent and tallies the amount as a total 34 Part Seven Customer Reports Customers Chemical Release Clubs Customer Retention Customer Retention Analysis Non R
75. 00 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 255un om oo Dm oo00om om 0 00 ommom 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 oo 0 00 0 00 0 00 0 00 26Mon om om 0 00 0 00 00 om om 0 00 0 00 0 00 Dom 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 27Tue Om om oop o oo om om ommomm 0 00 0 000 00 0 00 0 00 O 00 0 00 om 0 00 0 00 0 00 0 00 0 00 28 Wed 0 00 om oop 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 29Thu om oo Dm oo00om om 0 00 ommom 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 30 Fri 0 00 om Dm ooo om om ommomm 0 00 0 000 00 0 00 0 00 O 00 0 00 om Gomm 0 00 0 00 0 00 0 00 31 Sat 0 00 oo Dm 0 00 0 00 om om ommom 0 00 Dn 0 00 0 00 0 00 0 00 0 00 oo Go 0 00 0 00 0 00 Tetak 5371 88 5367 70 5283 40 0 00 0 00 5283 10 88 78 448 0 00 24 60 Om 6 98 33 09 0 00 2692 75 0 00 2648 84 000 0 00 0 00 00 00 200 00 The Monthly Financial Report provides a look at the Total Gross and Net sales for the location along with the closeout totals for each date in the month selected The primary purpose of the report is to assist with quickly identifying which days were the most productive for the location as well as spotting overages or shortages with the closeout for each day in the month The totals for each day are added together at the bottom of the mid section of the report as a monthly total Because this section is compartmentalized it
76. 00 0 00 0 00 04 28 14 0 00 0 00 0 00 4 Week Totals 0 00 0 00 0 00 0 00 0 00 0 00 i alla ae per week per week per week This report shows the average revenue generated by a salon broken down by department and or technician 80 BF Royalty Royalty Report 8329 May 1 2014 May 31 2074 Total Product and Service Sales Gross Service Sales 5 2753 00 Gross Product Sales 5 170 28 Service Refunds 0 00 Product Refunds A 0 00 Service Discounts 15 00 Product Discounts 0 00 Net Service Sales 2T28 00 Net Product Sales 170 28 Loyalty Card Sales 0 00 Royalty and Advertising Details Name Ki Service Royalty 6 000 3 164 28 Product Royalty 6 000 5 10 22 Total Royalties 174 50 Serice Advertising 5 000 3 136 90 Product Advertising 0 000 5 0 00 Total Advertising 136 90 Statistics Hair Cuts 163 Haircut Price 14 00 Days Open 5 Production Hrs 111 60 Customers 197 Hale 109 Female T SL bid 16 Hiew Customers 36 Woids 0 Redo 0 00 Royalty and Advertising Totals Total Royalties 174 50 Total Advertising A 136 90 Seperate checks payable to No Contact Setup Super Salon Ww Pogerspos com Displays the total amount of royalties and tees incurred on a monthly basis and allows that report to be e mailed to any address OT BTC Error Report BTC Error Report For 09 05 01 2014 05 04 2014 Date Ticket Description Type Employee Discounted sia 0501 2014 35 Adult Haircut Semice 21 Komar N 15 95 050
77. 00 0 00 0 00 0 00 8 00 PM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 9 00 PM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 10 00 PM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 01 0 36 0 00 3 21 1 54 3 51 0 00 1 24 3 51 This report requires Wait Time to be enabled in the SuperSalon point of sale system in order to display data When activated it shows how long clients have waited on average to be serviced broken down and separated by the hour Average Weekly Sales Average Sales RSD Documentation eLearning Demo 04 07 14 05 04 14 Dan Bardman No Department Week of Net Service Sales Net Retail Sales Total Sales O407TN4 0 00 0 00 0 00 04044 0 00 0 00 0 00 04 2144 0 00 0 00 0 00 04 28 14 0 00 0 00 0 00 4 WWeek Totals 0 00 0 00 0 00 0 00 0 00 0 00 ai sd per week per week per week Carl Brutnadilewski No Department Week of Net Service Sales Net Retail Sales Total Sales O4 0FN4 0 00 0 00 0 00 0444 0 00 0 00 0 00 04 2144 0 00 0 00 0 00 04 2814 0 00 0 00 0 00 4 Week Totals 0 00 0 00 0 00 0 00 0 00 0 00 ZE per week per week per week Zoe Cuts No Department Week of Net Service Sales Net Retail Sales Total Sales DA ZA 0 00 0 00 0 00 041414 0 00 0 00 0 00 04 2114 0 00 0 00 0 00 04 2014 0 00 0 00 0 00 4 Week Totals 0 00 0 00 0 00 0 00 0 00 0 00 FEEF per week per week per week John Dee No Department Week of Net Service Sales Net Retail Sales Total Sales DATA 0 00 0 00 0 00 041414 0 00 0 00 0 00 0421 14 0
78. 00 08 10 am 08 11 pm 67 28 Tuesday 04 29 45 0 00 0 00 0 00 27 97 0 00 6 00 0 00 729 52 32 10 am 062 14 1621 0 13 20 78 2 4 17 0 00 09 41 am 08 20 pm 52 95 Wednesday 04 30 42 0 00 0 00 0 00 10 80 0 00 6 00 8 00 637 38 28 22 250 026 160 1518 0 14 22 19 4 55 0 00 09 16 am 08 15 pm 58 99 Thursday 05 01 63 0 00 0 00 7 00 31 95 0 00 12 00 10 00 1001 24 24 48 325 05 183 1589 0 19 26 54 0 DES 0 00 09 20 am 08 15 pm 60 99 ThisWeek 203 25 00 0 00 7 00 136 62 0 00 24 00 28 00 2240 66 128 38 1242 068 160 1604 0 12 23 35 751 0 00 09 20 am 08 11 pm 60 40 House Sale 0 0 00 0 00 0 00 24 80 0 00 0 00 0 00 24 80 0 00 om om 0 00 om 0 00 0 00 0 00 0 00 00 00 Betty 39 0 00 0 00 0 00 0 00 0 00 0 00 0 00 567 81 20 93 aan om 1 14 55 0 00 19 00 0 00 0 00 08 10 am 08 20 pm 53 18 Erika 2 0 00 0 00 0 00 0 00 0 00 0 00 0 00 565 66 20 06 oso 0 00 1 79 1571 0 00 28 00 0 00 0 00 01 48 pm 08 15 pm 69 77 Robyn 17 0 00 0 00 7 00 12 00 0 00 8 00 0 00 306 83 12 61 142 on s 1805 0 35 22 00 10 00 0 00 1 30 pm 08 11 pm 45 64 Jordan 38 0 00 0 00 0 00 51 90 0 00 0 00 0 00 619 53 21 35 10 um um 1630 0 00 28 00 10 53 0 00 1 53 pm 08 15 pm 64 37 Rebekah 35 0 00 0 00 0 00 14 98 0 00 0 00 20 00 520 65 21 49 am os 163 1516 0 00 25 00 7 89 0 00 1 31 pm 08 20 pm 60 32 deanna 10 0 00 0 00 0 00 0 00 0 00 6 00 8 00 163 90 7 80 am om 1 28 16 39 0 60 21 00 0 00 0 00 02 07 pm 08 15 pm 100 00 Jasmine 7 0 00 0 00 0 00 12 98 0 00 6 00 0 00 137 81 7 14 om 185 om 1970 0 86 19 00 12 50 0 00 1 29 pm 05 21 pm 68
79. 0003100 recurring yes VISA X0OOKXXXXXXX4 150 1112 990 95037 6514 16 99 monthly 01 02 2011 00 00 00 12 01 2011 23 59 59 16910 04 03 2011 22 05 31 04 03 2011 22 05 31 05 03 2011 05 04 2011 active missingToken 1001000000003100 Does Not Exist In Store 22 05 31 16 99 Active Membership Token 1001000000003712 recurring yes VISA X000000000XK1502 0713 2940 95148 720 16 99 monthly 01 03 2011 00 00 00 12 02 2011 23 59 59 17318 04 04 2011 22 05 33 04 04 2011 22 05 33 05 04 2011 Does Not Exist In Store 22 05 33 16 99 Active Membership Token 1001000000006806 recurring yes VISA XXXXXXXXXXXX0280 0914 41134 95116 1683 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17975 04 06 2011 22 06 05 04 06 2011 Does Not Exist In Store 22 06 05 05 06 2011 22 06 05 16 99 Active Membership Token 1001000000008935 recurring yes VISA X0OOXXXXXXX7806 1012 3616 95127 897 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17977 04 06 2011 22 06 05 04 06 2011 22 06 05 05 06 2011 Does Not Exist In Store 22 06 05 16 99 Active Membership Token 1001000000010048 recurring yes VISA XXXXXXXXXXXX5886 1012 2425 95037 6532 16 99 monthly 01 04 2011 00 00 00 12 03 2011 23 59 59 17979 04 06 2011 22 06 05 04 06 2011 22 06 05 05 06 2011 Does Not Exist In Store 22 06 05 16 99 Active Membership Token 1001000000012440 recurring yes VISA 0000000008 231 0414 1997 95122 6386 16 99 monthly 01 05 2011 00 00 00 12 04 2011 23 59 59 17987 04 06 2011 22 06 06 04 06 2011
80. 00041084 missingToken 1001000000041498 missingToken 1001000000042157 Error Reason Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active Membership Token Does Not Exist In Store Active
81. 04 2011 23 59 59 17989 04 06 2011 22 06 06 04 06 2011 22 06 06 05 06 2011 22 06 06 16 99 1001000000013695 recurring yes VISA X0 00OOKXXXXX7602 0812 VILLARUZ KAREN R 2934 95133 2414 16 99 monthly 01 06 2011 00 00 00 12 05 2011 23 59 59 18246 04 07 2011 22 04 41 04 07 2011 22 04 41 05 07 2011 22 04 41 16 99 1001000000014289 recurring yes VISA XXXXXXXXXXXX2860 0414 DE TRINIDAD MINERVA C 181 106 95139 3241 16 99 monthly 01 07 2011 00 00 00 12 06 2011 23 59 59 18527 04 09 2011 22 04 04 04 09 2011 22 04 04 05 09 2011 22 04 04 16 99 1001000000016185 recurring yes MC H0OOOOKXKXXX0053 0213 53 3 94103 1430 16 99 monthly 01 08 2011 00 00 00 12 07 2011 23 59 59 18532 04 09 2011 22 04 04 04 09 2011 22 04 04 05 09 2011 22 04 04 16 99 1001000000018801 recurring yes VISA XX0OOOOOXXKXX8 925 0613 LOPEZ ELIZABETH 605 95125 1689 16 99 monthly 01 10 2011 00 00 00 12 09 2011 23 59 59 18944 04 11 2011 22 04 42 04 11 2011 22 04 42 05 11 2011 22 04 42 16 99 1001000000023587 recurring yes VISA XXOXXXXXXXXXX6609 0613 94 95116 2065 16 99 monthly 01 11 2011 00 00 00 12 10 2011 23 59 59 19296 04 12 2011 22 05 29 04 12 2011 22 05 29 05 12 2011 22 05 29 16 99 1001000000025236 recurring yes VISA XXXXXXXXXXXX2703 1014 14306 95127 6638 16 99 monthly 01 12 2011 00 00 00 12 11 2011 23 59 59 19545 04 13 2011 22 04 09 04 13 2011 22 04 09 05 13 2011 22 04 09 16 99 1001000000025467 recurring yes VISA X0OOCO00OKXK1 678 0912 15533 95116 600
82. 07 10 2011 gt Saturday 07 16 2011 4 Sunday 07 17 2011 gt Saturday 07 23 2011 5 Sunday 07 24 2011 gt Saturday 07 30 2011 6 Sunday 07 31 2011 gt Saturday 06 06 2011 T Sunday 08 07 2011 gt Saturday 08 13 2011 8 Sunday 08 14 2011 gt Saturday 08 20 2011 9 Sunday 08 21 2011 gt Saturday 08 27 2011 10 Sunday 06 26 2011 gt Saturday 09 03 2011 11 Sunday 09 04 2011 gt Saturday 09 10 2011 12 Sunday 09 11 2011 gt Saturday 09 17 2011 13 Sunday 09 18 2011 gt Saturday 09 24 2011 14 Sunday 09 25 2011 gt Saturday 10 01 2011 15 Sunday 10 02 2011 gt Saturday 10 08 2011 16 Sunday 10 09 2011 gt Saturday 10 15 2011 17 Sunday 10 16 2011 gt Saturday 10 22 2011 18 Sunday 10 23 2011 gt Saturday 10 29 2011 19 Sunday 10 30 2011 gt Saturday 11 05 2011 20 Sunday 11 06 2011 gt Saturday 11 12 2011 JO VOU The Pay perioc ods this should be done prior to using the SuperSalon POD for Check Out purposes as the Time Clock and Payroll Reports are dependent on it Us ST dNTIETE YOU Tua ily JAV If no periods are shown select the Pay Period drop down menu and select Create new Pay Period If they are setup but they are incorrect select the pay period to delete and select the Remove Pay Period button at the bottom of the screen before selecting Create New Pay Period The next step is to assign your employees to a pay period Go to employee setup
83. 0714 04 04 30 DM W IOfSZeht 11 56 22 AM 04132014 02 08 73 PM O41 S214 12 53 35 PM 04182014 10 33 23 AM 0421 2014 09 70 26 AN TOTAL lssueGiftCard TOTAL Issued Daily ID 2 26 27 28 104 47 16 Status Type Redemption Redemption Redemption IssueGiftCard Redemption Redemption Auth Code Name 001200 RGSUS 002500 RGSUS 001500 RGSUS 002500 RGSUS 001985 RGSUS 001200 RGSUS of Declined Card B00 4938 G00G settee SA AUTH AUTH AUTH Stylist FIELD CREGG House Sale WALSH CHACE EDDY This date ranged report will display all gift card transactions within a given time frame and further filters the data by response time and individual stylist 29 Guest Summary Ticket ID 1 555 667 5309 Time In 14 02 Code D Ticket ID 2 555 667 5309 Time In 14 05 Code D Ticket ID 3 555 667 5309 Time In 14 10 Code D A Added at checkout P Preselected D Preslected then deleted at checkout Guest Summary Report RSD Documentation 04 29 2014 04 29 2014 11 Zoe Cuts R Wait Srvc 00 00 00 00 Transactions Gross 445000 0 R Wait SNC 22 31 00 00 Transactions Gross 444000 11 Zoe Cuts R Wait Srvc 00 00 00 00 Transactions Gross 444000 Service Legend Don Ford 10 00 Totals Don Ford 19 95 Totals Buckworth Barnes 0 00 Totals Status Net Status Net Status Net
84. 1 2014 35 REQUEST Serice 21 Komar N 0 00 0501 2014 35 KMS HP Geax Product 21 50ka Komar N 16 05 S022014 14 Adult Haircut Serice 21 Komar Y 13 95 S022014 14 Shampoo amp Conditioner Serice 21 Komar N 5 00 S022014 14 REQUEST Serice 21 Komar N 0 00 ONW042014 14 KMS HP Geax Product 21 Komar N 18 85 S020014 14 KMS HS STYLE BOOST Product 21 Komar N 16 75 This report is not available for all salons only the ones running a bonus incentive for employees who sell both a service and a product on a single ticket BTC stands for behind the chair Comparison Report Comparison Report Store Name Period 1 Period 2 Period 3 Mar 01 2014 Mar 05 2014 Apr 01 2014 Apr 05 2014 May 01 2014 May 05 2014 ABSTOZ 5295 92 6517 74 Kr 4 63 Totals 5795 97 6517 74 5674 63 A very detailed report that allows up to three date ranges on four different metrics to show performance over a particular time span versus another Daily Detail Report Daily Detail Report Net May 1 2014 May 1 2014 Cuts Color ba EE Retail Gage E Wax Total Sales Prod Hr Prod RPC CPH SPC OPC one Un Served tt Adjust Timein TimeOut Credit e3 0 00 0 00 7 00 31 95 0 00 12 00 0 00 1001 24 24 48 325 O51 1 83 Sp om 26 54 11 78 0 00 09 20 am 08 15 pm 60 99 Grand Total e 0 00 0 00 7 00 31 95 0 00 12 00 0 00 1001 24 24 48 325 on 1 83 5 89 om 26 54 0 11 78 0 00 N A N A 60 99 Monday 04 28 52 25 00 0 00 0 00 65 30 0 00 0 00 0 00 872 42 33 58 ap 127 155 em om 23 42 2 7 55 0
85. 1 95 37 30 hrs 12 36 hr 3 79 hr SBBSD 910067259 515 00 101187 59 44 00 36774 50 4652 33 hrs 21 64 hr 0 11 hr SBBSD 133619 13 377 50 133996 63 30 00 26115 50 4636 93 hrs 28 62 hr 30 08 hr SBBSD 3007 14 06 901 00 09615 06 11 00 15494 00 4609 06 hrs 19 25 hr 0 20 hr SBBSJ 162314 92 370 00 162664 92 0 00 302227 87 5657 90 hrs 26 69 hr 0 07 hr SBBSJ 132452 03 1120 00 133572 03 20 00 27419 25 5396 97 hrs 24 54 hr 0 21 hr Totals 618233 63 3424 75 621656 36 75 00 144046 07 24969 49 hrs 24_74 hr 0 14 hr Displays a simple column list of all net service and retail performance as well as gift certificates and other metrics Ideally this report is to be used with multiple salons as in our visual example above Audit Trail Audit Trail Employee 6 1 2013 6 29 2013 RSD Documentation amg_test Employee Changed Field Changed Old Value New Value Change Date Changed By 2 Carl Brutnadilewski First Name Brutananrl Carl 06 04 2013 02 40 pm Owner 2 Carl Brutnadilewski Last Name Caadilewsk brutananadilewski 06 04 2013 02 40 pm Owner 2 Carl Grutnadilewski Last Name brutananadilewski Grutananadilewski 06 04 2013 02 40 pm Owner 4 Clipper MacGhee First Name Macppe Clipper 06 04 2013 02 41 pm Owner 4 Clipper MacGhee Last Name Clighe MacGhee 06 04 2013 02 41 pm Owner 7 Delilah Samson First Name samila Delilah 06 04 2013 02 41 pm Owner 7 Delilah Samson Last Name Delson Samson 06 04 2013 02 4
86. 1 pm Owner 3 Jessica James First Name Jasic Jessica 06 04 2013 02 42 pm Owner 3 Jessica James Last Name Jesme James 06 04 2013 02 42 pm Owner 5 Zoe Cuts First Name Ni foe 06 04 2013 02 43 pm Owner 5 Zoe Cuts Last Name fo Cuts 06 04 2013 02 45 pm Owner 6 Vanessa Fernandez First Name Fermess Vanessa 06 04 2013 02 45 pm Owner 6 Vanessa Fernandez Last Name Vanande Fernandez 06 04 2013 02 43 pm Owner 1 Edna St Jack First Name ot na Edna 06 04 2013 02 44 pm Owner 1 Edna St Jack Last Name Edjack ot Jack 06 04 2013 02 44 pm Owner This report tracks changes made on the SuperSalon point of sale system where they have been made and under which individual login the action was performed under 28 Exceptions Exception Report Wednesday 05 1 2013 Saturday 05 31 2014 SD Documentation SES l oduction Cuts Over Cuts Under Avg Cut Gr a Services 20 5 Time Brutnadilewski Carl 0 0 2 U BD mins MacGhee Clipper 0 0 4 9 07 mins Cuts Zoe 0 1 1 25 64 mins Fernandez Vanessa 0 1 2 20 29 mins Samson Delilah 0 1 1 T mins Displays the amount of nonproduction services performed and which salon employee performed them Gift Card Transactions Gift Card Transactions Report Store MJ Date 04 04 2014 05 02 2014 Ticket Date Response Time D I 0714 05 11 54 DM 0408 2014 01 05 42 PM 0412014 03 57 24 PM 0412014 0253 04 PM O4N 82014 12 11 37 PM 0421 2014 10 43 29 AM of Processed Balance Inquiry D C
87. 16 99 monthly 01 12 2011 00 00 00 12 11 2011 23 59 59 19547 04 13 2011 22 04 09 04 13 2011 22 04 09 05 13 2011 22 04 09 16 99 1001000000028057 recurring yes VISA XXXXXXXXXXXX2658 0912 CISNEROS MARY 3314 95135 6679 16 99 monthly 01 14 2011 00 00 00 12 13 2011 23 59 59 19846 04 15 2011 22 03 53 04 15 2011 22 03 53 05 15 2011 22 03 53 16 99 1001000000028610 recurring yes VISA X0X00OOOKXXXXX2175 1014 ACERO VERONICA T 1875 95116 3829 16 99 monthly 01 14 2011 00 00 00 12 13 2011 23 59 59 19848 04 15 2011 22 03 53 04 15 2011 22 03 53 05 15 2011 22 03 53 16 99 1001000000028966 recurring yes VISA XXXXXXXXXXXX8671 0511 1567 95122 1007 16 99 monthly 01 15 2011 00 00 00 12 14 2011 23 59 59 20039 04 16 2011 22 04 26 04 16 2011 22 04 26 05 16 2011 22 04 26 16 99 1001000000030541 recurring yes VISA XX00OOXKXXXXX7 387 0613 2069 95122 1143 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20227 04 17 2011 22 04 22 04 17 2011 22 04 22 05 17 2011 22 04 22 16 99 1001000000030798 recurring yes VISA XXXXXXXXXXXX4270 0513 73814 95112 3642 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20229 04 17 2011 22 04 22 04 17 2011 22 04 22 05 17 2011 22 04 22 16 99 1001000000031085 recurring yes VISA XXXXXXXXXXXX5987 0312 3759 95111 6717 16 99 monthly 01 16 2011 00 00 00 12 15 2011 23 59 59 20230 04 17 2011 22 04 22 04 17 2011 22 04 22 05 17 2011 22 04 22 16 99 1001000000033602 recurring yes VISA XXXXXXXXXXXX6750 0912 S
88. 161 69 70 145 62 77 85 36 80 A 173 1 043 14 56 4 06 02 2013 a 19 95 5 237484 91 22 0 00 0 00 22865 878 260349 1395 0 53 2617 44 156 86 177 37 20 90 140 79 10 128 72 32 49 27 68 8 452 o 000 14 79 5 06 09 2013 4 19 95 6 344271 92 54 0 00 0 00 277 45 7 46 3720 16 147 28 3 81 3867 44 258 74 257 ap 17 90 211 8210 188 73 15 69 26 85 5 1 95 o 0 00 15 05 e 06 16 2013 4 19 95 6 3143 02 86 58 180 00 496 307 00 8 46 3630 02 8295 223 371297 208 78 227 49 21 59 178 78 41 158 69 60 69 30 40 1 4 85 0 0 00 16 36 7 06 23 2013 4 19 95 6 276272 85 59 100 00 3 10 365 30 11 22 3228 02 179 44 527 3407 46 196 28 222 56 25 23 162 7297 157 70 72 e 27 48 4 1380 4 180 15 35 8 06 20 2013 4 19 95 e 3338 41 92 76 0 00 0 00 260 68 7 24 3599 09 118 44 3 19 3717 53 259 51 246 51 20 73 195 79 27 172 69 92 74 2008 6 244 o 000 151 07 07 2013 3 19 95 5 2381 61 91 88 0 00 0 00 210 45 8 12 2592 06 998 0 38 260204 59 39 171 39 22 81 132 77 19 123 71 93 48 28 07 7 409 0 000 15 22 10 07 14 2013 5 2295 6 299703 86 41 75 00 2 16 396 30 1143 346833 2996 086 3498 29 121 01 229 45 19 65 184 80 35 160 69 87 69 30 13 9 3 93 0 000 15 28 11 07 21 2013 2 1995 6 2408 11 8784 5995 219 273 50 998 274156 78 66 279 2820 22 81 33 179 ap 25 70 130 7263 m 63 13 63 25 20 3 168 3 168 15 76 12 07 28 2013 3 19 95 6 2883 42 90 64 0 00 0 00 297 68 9 36 318110 7852 2 41 3259 62 126 88 213 37 17 37 174 81 69 152 71 36 59 27 70 5 2 35 2 094 15 30 12 08 04 2013 3 19 95 6 2861 56 85 14 0 00 0 00 499 60 1486 3361 16 94 30 273 3455
89. 2 32 58PM 001 Jangmu Tamang House Sale Michelle Lucchesi Completed Omins 10 00 10 00 Cash 3 04 01 2014 02 07 17PM 001 Jangmu Tamang House Sale Isis Rios Completed Omins 10 00 20 00 Cash 4 04 01 2014 02 37 41PM 001 Jangmu Tamang House Sale Parik Mattoo Completed 0 mins 5 00 5 00 Cash 5 04 01 2014 03 29 22PM 001 Jangmu Tamang House Sale Jasmin Canoza Completed Omins 10 00 10 00 Cash 6 04 01 2014 04 01 57PM 001 Jangmu Tamang House Sale Milady Gutierrez Completed 0 mins 0 00 0 00 7 0401 2014 04 19 00PM 002 Madina Hoon House Sale Roxanne Garcia Completed Omins 10 00 12 00 Visa Mc 8 04 01 2014 04 44 29PM 002 Madina Hoon House Sale Aura Cruz Completed Omins 15 99 15 99 Visa Mc 9 04 01 2014 05 01 44PM 002 Madina Hoon House Sale Paulina De latorre Completed Omins 0 00 0 00 10 04 01 2014 05 22 50PM 002 Madina Noori House Sale Yolanda Magalllanes Completed Omins 15 00 20 00 Cash 11 04 01 2014 05 47 58PM 002 Madina Noori House Sale Krishna Nallari Completed 0 mins 86 25 11 25 Visa Mc 12 04 01 2014 06 05 09PM 002 Madina Noori House Sale Rashmi Hadimani Completed 0 mins 10 00 11 00 Visa Mc 13 04 01 2014 06 55 35PM 002 Madina Noori House Sale Torrie Dennis Completed Omins 10 00 10 00 Cash 14 04 01 2014 07 24 05PM 002 Madina Noori House Sale Ufaq Saeed Completed Omins 10 00 10 00 Visa Mc 15 04 01 2014 07 59 55PM 002 Madina Noori House Sale Hidelisa Gurney Completed Omins 10 00 10 00 Cash 16 04 01 2014 08 04 40P
90. 2 PPC 1 12 Het Prds op Bros Tickets 17 95 Net Pris on Srvs Tickets Net Gras 5 805 The primary purpose of the Production Reportis to provide a detailed overview of individual employee sales and performance for the requested date range The Production Report displays a list of the services performed by each individual employee the Net and Gross worth of the services performed as well as the commission generated by the employee as well Aside from offering a detailed look at their servicing performance the Production Report also offers product sale counts as well as gift certificate card sale counts Located below the actual employee sales is a listing of their production other and total hours This is further augmented by other servicing statistics such as individual Male and Female customer count total haircuts PPH PPG Average Service Time and etc After every employee has been displayed individually the production report generated Statistics for the entire location in the form of Store Totals The servicing statistics at the bottom are an average of all of the employee statistics that were shown before 95 Production Overview Production Overview Report May 1 2014 May 1 2014 Employee Services Count Gross Discount Refund Net Net Products Count Gross Discount Refund Net Ss Net Stats Prod Time Other Time Total Time Male Female Gi Cut Stats Haircuts Avg Cut Time Avg Between Cuts Cuts him Cuts
91. 2014 Position Hours Breakdown Employee Stylist Total Bamford 16 22 100 00 16 22 Davis 15 86 100 00 15 86 davis 31 55 100 00 31 55 Hamer 23 99 100 00 23 99 Hyrkas 39 73 100 00 39 73 Linder 30 52 100 00 30 52 Totals 157 87 100 00 157 87 A date ranged report that tallies all of the hours worked for a given date range and breaks those hours down by employee name and what position they were clocked in as at the time 6 TimeCard Timecard Report Cassidy Store 04 21 2014 05 04 2014 Day In Out In Out In Out Orig Hrs Reg Hrs OT Hrs Break Add Hrs Vac Hrs Tot Hrs Weekly Hrs Edited Error 4 21 Mon ti geg ee Liese sei 0 00 0 00 000 0 00 0 00 0 00 0 00 0 00 N N 4 22 Tue 03 00AM 05 22PM see SA L CH 0 00 0 50 0 00 0 00 n 4 23 Wed 02 05AM 06 06PM wee 9 02 6 00 0 52 0 50 0 00 0 00 6 52 15 87 N N 4 24 Thu 08 03AM 02 12PM ve 5 15 4 65 0 00 0 50 0 00 0 00 4 65 20 52 NM N 4 25 Fri 08 55AM 05 27PM sees 6 53 2 00 0 03 0 50 0 00 0 00 6 03 25 52 N N 4 26 Sat oo vo e e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N 4 27 Sun oo ve e e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 M N 4 28 Mon see wee Go Oo 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N 4 29 Tue vo tee _ e 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N 4 20 Wed 08 01AM 05 37PM 5 60 2 00 0 10 0 50 0 00 0 00 6 10 6 00 N N 5 01 Thu 08 03AM 05 59PM GES 6
92. 2014 12 24pm 3 service Eyebrow Threading 10 00 0 00 Jordan 02 11 2014 12 33pm 5 service Eyebrow Threading 10 00 0 00 Jordan 03 26 2014 5 40pm 1 refund Eyebrow Threading 0 00 10 00 Rosa Total 20 00 10 00 All Manual Point Adjustments Date Credited Subtracted Customer Total 0 00 0 00 All Only salons that utilize customer points will find need for this report It shows a total of all points redeemed for a given timeframe broken down by ticket number and service description Rate My Visit 1 Poor 5 Excellen indicates the information is not available or the tic nant this vis rd not yet been uploa var loffic e from the salon Matched i indi cates the loffice has matched a ticket from the salon to this rating Not Yet Uploaded indicates the loffice has not yet yieee sn ECH Average Scores Friendly Sanitary Suggest Consult Service Recommend or Return Overall Rating Number of Ratings 00 5 4 88 5 3 75 5 4 81 5 4 94 5 4 94 5 4 88 5 16 Employee Summary Employ Friendly Sanitary Suggest Consult Service Recommend or Return Overall Rating Number of Ratings jessica 100 00 100 00 20 00 100 00 100 00 100 00 80 00 1 Amy 100 00 100 00 95 00 100 00 100 00 100 00 100 00 4 taylor 100 00 100 00 90 00 100 00 100 00 100 00 100 00 2 kathryn 100 00 100 00 80 00 100 00 100 00 100 00 100 00 1 Tammy 100 00 100 00 60 00 100 00 100 00 100 00 100 00 1 Julie 100 00 80 00 50 00 90 00 90 00 90 00 90 00 2 Lear 100 00 100
93. 3 0 0 0 Kemp Blvd 4048 00 146 76 0 00 4194 76 139 2 29 08 0 00 0 00 0 00 269 8 10 2 0 Totals 10413 31 624 46 0 00 11037 77 366 92 28 38 0 00 0 00 0 00 676 48 18 2 0 A slightly less detailed report as the previous one but multiple salons are intended to be viewed in column format and compared based on service and retail volume numbers 55 Salon Sales Register Non VAT Sales Summary Report Invoicewise Non VAT From 5 5 2014 To 5 5 2014 Invoice Customer Date No 124703 Tony Smith EE on 124704 Eilu Sanchez EE 124705 Reagan Hinojos pon eric 05 5 2014 10 25 124706 Greg Benton a 124707 Fernando Uribe eee 124708 Adan Rivera Ferme 124709 Brian Swinny ial ae 124710 Kylian Beeza a 11 00 Thomas 05 5 2014 11 06 12471 wiki McComic am 124713 David Watkins ia 124714 ver Se 05 5 2014 11 21 124715 sol 05 5 2014 11 29 124716 Pa ecan 11 51 124717 Adam Lara 05 5 2014 12 22 124718 Toni Myers erini 124719 Lee Sale oe 12 41 124720 Rayray Galvan SS 05 5 2014 1 44 124721 Denny Jauer pm 05 5 2014 2 08 pm 124723 Lovellen Starks 05 5 2014 2 14 pm Much like the Product Sales Register shown previously this is a very in depth report that displays a large amount of data and includes all revenue transactions to take place in that given date range across several locations Service Sales Multi Store Service Sales May 5 2014 May 5 2014 BS 104 105 some o o Cou
94. 3 64 06 er 34 90 5 260 2 104 15 43 Totals and Averages Totals 304 141225 74 89 29 1210 70 0 77 15723 33 9 94 158159 77 5286 92 3 23 163446 69 11288 33 10783 2309 21 41 8405 77 95 7522 69 76 31491 29 59 347 3 22 0 64 15 16 217 08 15 18 6 2715 88 89 29 23 28 0 77 302 37 9 94 3041 53 101 67 3 23 3143 21 207 44 21 26 Average This displays a very detaied and well broken down report based on a particular selected service and can contain information from a span of up to 52 weeks The above example was run for the entire year in order to show the large scope of data Average Wait Time Average Wait Time April 28 2014 May 4 2014 Mon Tue Wed Thu Fri Sat Sun oe en Ave Ave 6 00 AM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 7 00 AM 0 02 0 00 0 00 0 00 0 00 0 00 0 00 0 02 0 00 8 00 AM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 9 00 AM 0 00 1 99 0 00 0 00 0 00 3 18 0 00 1 00 3 18 10 00 AM 0 00 0 00 0 00 0 00 0 05 10 88 0 00 0 01 10 88 11 00 AM 0 00 0 00 0 00 4 82 0 26 0 00 0 00 0 87 0 00 12 00 PM 0 00 0 00 0 00 6 57 0 16 7 17 0 00 2 42 7 17 1 00 PM 0 07 0 00 0 00 0 00 5 04 0 00 0 00 2 31 0 00 2 00 PM 0 00 0 00 0 00 3 04 0 00 0 00 0 00 1 17 0 00 3 00 PM 0 00 0 00 0 00 0 00 0 00 0 03 0 00 0 00 0 03 4 00 PM 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 5 00 PM 0 00 0 00 0 00 7 36 0 00 0 00 0 00 2 24 0 00 6 00 PM 0 00 0 00 0 00 0 00 5 63 0 00 0 00 2 67 0 00 7 00 PM 0 00 0 00 0 00 0 00 0 00 0
95. 306 BOGO 30 OFF PRODUCT 50 0 00 N7098 FREE BDAY GIFT 100 0 00 PNTSFH Points Free Haircut 100 0 00 REFER Referral 5 00 0 00 Training Training 0 00 0 00 Displayed above is a sample of the discount list you will receive when you click into the Discount submenu Every discount coupon and promotion relevant to the salon is listed here or and editing purposes New discounts can be created and configured utilizing the button at the very top of the screen that reads Add Discount Clicking on an individual discount here will populate the detailed information associated with it It is important to always review the discounts every so often to ensure that a popular one has not expired or needs to be applied to a new product or service 117 Editing Discounts Update Discount Discount Code L4 Name 2 off Description 2 off service 11 95 E Apply discount to sale commission Yes Apply 100 Du Discount Valid From Through t Free Senice Bounce Back House Sale Requires Override Avaliable Quota 0 Used Quota 0 Enable Coupon Customer Points System Do not earn points if discount is applied Discount Mode Discount Value 2 Type Dollar Amount Discounts to retail price E Apply to Services Apply to Products 16 Minimum Tips 13641 THE Color 1N Black 17 Maximum Tips 13845 THE Color 2N Dark BRN 18 Highlights Front Accent 13856 THE Color 4N
96. 4 View Audit Report comma i Mass Message Utility This audit activates if a store has an employee who performs a cotton tenney rogerpos com Add Group higher amount of voids then expected User can define maximum 4 Stores Hold your mouse over store name to see which groups it belongs to Select a highlighted store to see store summary report AKTS Jacob Test Store v5 6 AKTS RSD Demo v5 6 cottonstoretest v5 6 JakeM Test v5 6 Janet Demo v5 6 Logan Demo v5 6 Alex Krize Test Store v5 5 Dave Rowe Test Store v5 5 v5 6 AK ROGERS Installers 3 v5 6 AK ROGERS Installers v5 6 AKTS Maddison Test v5 6 S S S S SS S S Another optional service which will issue e mail alerts when business rules are broken or theft indicators are triggered Setup Custom Reports iiles Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Custom Report Builder Accounts Beta Auto Reports Custom Reports Data Blocks Business Audit Tool Custom Report Setup Report Name Report Type By Employee Totals v Include House Sale Export New Report Saved Reports Predefined Data Blocks Info X Custom Data Blocks FPS Export Sales Tax Update Utility Mass Message Utility ploy i 8 he mins Base Pay Comm ed 1 t Messages
97. 4 mins Time Gap 16 mins Ticket 14 Service Supercut Service time over 35 mins Service Gap Analysis Lost Time Ratio 9 89 Waittime 0 mins Start 09 06 am Net Price 15 00 Waittime 0 mins Start 09 53 am Net Price 15 00 Waittime 0 mins Start 10 17 am Net Price 15 00 Waittime 0 mins Start 11 14 am Net Price 15 00 Waittime 49 mins Start 12 37 pm Net Price 15 00 Waittime 0 mins Start 12 54 pm Net Price 15 00 05 01 14 End 09 18 am Est Time 15 mins End 10 14 am Est Time 15 mins End 10 42 am Est Time 15 mins End 11 33 am Est Time 15 mins End 12 38 pm Est Time 15 mins End 01 44 pm Est Time 15 mins SHANE Lost Time 0 mins Time 13 mins Lost Time 0 mins Time 21 mins Lost Time 0 mins Time 25 mins Lost Time 0 mins Time 18 mins Lost Time 49 mins Time 1 mins Lost Time 0 mins Time 50 mins Displays all lost time incurred by employees based on a user defined time limit and it also takes into consideration staffing and clock in times for increased accuracy Shop Charge 10006 10009 10012 10024 10027 10038 10040 10045 Linda Jenny Trisha Megan Angela Miranda Sara Maranda Coach Haircuts Totals Shop Charge April 1 2014 May 2 2014 Inclusion 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 CH gt CO e Oe OO CN 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 This re
98. 46 46 94 217 55 25 35 162 7465 153 70 51 64 29 49 7 223 0 000 15 92 14 08 11 2013 3 19 95 6 2871 58 91 73 0 00 0 00 258 75 8 27 3130 33 4299 1 35 3173 32 174 21 207 44 21 26 163 78 74 146 70 53 61 29 47 7 3 38 0 000 15 33 15 08 18 2013 3 19 95 e 2599 57 90 41 0 00 0 00 27583 959 2875 40 97 85 3 29 297325 170 35 194 39 20 10 152 78 35 135 69 59 56 28 87 9 4 64 3 155 15 33 16 08 25 2013 4 19 95 7 3276 06 88 96 0 00 0 00 406 75 11 04 368281 216 91 5 56 389972 326 20 244 52 21 31 190 77 87 166 68 03 76 3115 10 410 2 082 15 98 17 09 01 2013 4 0 00 6 254222 96 18 0 00 0 00 101 10 382 2643 32 207 75 7 29 2851 07 258 10 189 38 20 11 148 78 31 128 67 72 58 30 69 4 212 3 159 15 09 18 09 08 2013 4 19 95 5 256587 91 46 59 95 214 179 65 6 40 2805 47 24 71 O87 2830 18 308 92 199 26 18 09 161 80 90 145 72 86 52 26 13 7 352 2 101 14 22 19 09 15 2013 3 19 95 6 254229 89 76 114 90 406 175 25 619 283244 9286 317 2925 30 420 89 207 36 17 39 169 81 64 140 67 63 ep 31 40 3 1 45 2 097 14 13 20 09 22 2013 3 19 95 6 2638 46 95 11 0 00 0 00 13555 489 2774 01 35 50 1 26 2809 51 543 24 204 43 21 08 161 78 92 146 71 57 57 27 94 mu 539 0 000 13 77 24 09 29 2013 3 19 95 6 247840 9359 45 00 1 70 124 70 4 71 2648 10 10412 3 78 275222 594 28 208 48 23 08 158 7596 141 67 79 65 31 25 7 337 2 096 13 23 22 10 06 2013 4 19 95 6 247984 92 30 0 00 0 00 20694 7 70 2686 78 166 53 5 84 2853 31 472 24 204 47 23 04 156 7647 147 72 06 56 27 45 6 294 1 049 13 99 23 10 13 2013 4 19 95 6 2746 48 94 56 0 00 0 00 157
99. 48 25 357 00 2103 25 4270 40 30 8 38 53 75 32 18 6573 o al 7 al s mei 0o 335 44 33 7 42 Thu 24 1 2572 50 253 50 2956 00 em ALA 4 05 wen a s 7989 1 i 2 aal Si am 1 38 6 50 38 7 35 Fri 25 2724 00 328 00 3052 00 7343 37 07 448 55 00 48 n 6358 2 oi 7 38 ww 34 1159 5 35 57 8 08 Sat 28 2838 00 422 00 3260 00 73 31 38 71 5 78 55 00 55 s 59 27 3 ol 4 aal ww an 0 5860 586 29 Sun 27 1092 75 54 00 1148 75 29 50 37 04 183 3625 e win O oi 1 wel 4 12 0 18 4 28 17 5 35 Mon 28 815 00 218 50 1033 50 numm 7 58 2100 wei 9 6455 1 ai 2 Gol 3 o oO 17 6 34 16 7 15 Tue 29 2277 00 13 50 2396 50 54 54 41 75 219 mol am ln 3 oi o al A mei 0 306 22 306 55 Wed 30 1800 00 1175 50 1975 50 49 13 36 64 3 57 30 00 28 20 70 55 8 al 5 nH g o 1 34 8 30 34 8 32 Total 52546 75 9274 7 62068 45 1461 69 35 93 6 24 1566 05 967 606 6449 59 7 ug mu w e T 3 A month of data is presented as a snapshot in this report and it tracks everything from net production per hour amount of customers broken down by gender new and recurring customers and several other metrics displayed in daily increments 97 and compares their revenue generation on several different metrics Monthly Trend 92 Performance Trend Analysis Salon Performance Trend Analysis RSD Documentation Current Month Last 3 Month Avg Last Year Combined Sales Performance Projected Sales 77 55 0 00 0 00 Total Net Sales 77 55 0 00 0 00 Average Daily Sa
100. 5 04 2011 active missingToken 1001000000041498 05 04 2011 active missingToken 1001000000042157 Membership Financial Report Date So ern Ber 05 04 2011 active missingToken 1001000000003100 05 04 2011 active missingToken 1001000000003712 05 04 2011 active missingToken 1001000000006806 05 04 2011 active missingToken 1001000000008935 05 04 2011 active missingToken 1001000000010048 05 04 2011 active missingToken 1001000000012440 05 04 2011 active missingToken 1001000000012523 05 04 2011 active missingToken 1001000000013695 05 04 2011 active missingToken 1001000000014289 05 04 2011 active missingToken 1001000000016185 05 04 2011 active missingToken 1001000000018801 05 04 2011 active missingToken 1001000000023587 05 04 2011 active missingToken 1001000000025236 05 04 2011 active missingToken 1001000000025467 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active 05 04 2011 active missingToken 1001000000028057 missingToken 1001000000028610 missingToken 1001000000028966 missingToken 1001000000030541 missingToken 1001000000030798 missingToken 1001000000031085 missingToken 1001000000033602 missingToken 1001000000034139 missingToken 1001000000034428 missingToken 1001000000035227 missingToken 1001000000040441 missingToken 10010000
101. 5 68 18 00 15 13 205 25 73 04 0 00 30 95 15 08 0 0 00 0 00 Manager Discretion 2 25 90 60 37 100 00 0 00 0 00 ams Services 5 22 73 00 15 16 59 75 21 26 0 00 11 95 20 00 7 o 0 00 0 00 5 of Any Sentce 2 10 00 23 31 50 00 0 00 0 00 Es 1 455 00 18 16 12 00 4 27 0 00 0 00 0 00 0 0 00 0 00 2 00 Any Serge 2 4 00 9 32 0 00 0 00 100 00 Snampoo 1 4 55 00 18 16 4 00 1 42 0 00 0 00 0 00 2 EE S Le ps onos cara 0 0 00 0 00 7 0 0 00 0 00 0 00 0 00 0 00 Li 100 EE poa ie a o 0 00 0 00 0 0 00 0 00 0 00 0 00 0 00 0 0 00 0 00 7 0 0 00 0 00 0 00 0 00 0 00 0 0 00 0 00 0 0 00 0 00 0 00 0 00 0 00 0 0 00 0 00 0 0 00 0 00 0 00 0 00 0 00 0 0 00 0 00 0 0 00 0 00 0 00 0 00 0 00 Although not quite as detailed as the salon dashboard this snapshot formatted report displays several important reporting metrics in a small area based on a given date range Tax Collections Tax Collections May 1 2014 May 1 2014 Sales Totals Net Services 2710 00 Net Products 271 78 Toetal Sales 481 78 Tax Information Tax 2174 Total Tax 24 74 Total Sales Tax 503 52 This is a simple report that displays tax revenue generated by the salon based on a given date range Taxes are categorized between either product or service sales 101 Transaction Summary Friday May 2 2014 Friday May 2 2014 Transaction Summary Deposits Sales Counted Ower S
102. 6 36 00 6 36 00 0 00 0411 2014 H product Misc Product House Sale 38 00 6 38 00 0 00 04 08 2014 5 product Sulfate Free Shampoo 3207 Meehan Margie 25 26 40 64 0 00 Total 66 24 132 14 0 00 This report tracks and displays all refunds based on either a month or given date range and further breaks down by employee and ticket amount 96 Receptionist Sales Receptionist Sales 5 1 2014 5 1 2014 ltem Count i Commission 12 Hair Cut 7 99 Adult Cut 432 69 Eye Brow Waxing 10 00 Full Color 44 99 Kids Cut 34 96 Mens Camo wi Haircut Promo 26 99 Request 0 00 Shampoo Only 5 99 Silk Cocktail Bake 15 00 Service Total 578 61 AC Pomade 16 99 Bouncy Ball 0 50 Jb s Mode Gel 850z 9 99 Product Total 27 48 Item Count i IT Net 1 2 Hair Cut 1 7 99 Adult Cut 32 Eye Brow Waxing 1 10 00 Full Color 1 44 99 Kids Cut 4 34 96 Mens Camo wi HaircutPromo 1 26 99 Request 4 0 00 shampoo Only 1 5 99 Silk Cocktail Bake 1 15 00 Service Total 593 60 578 61 AC Pomade Bouncy Ball Jb s Mode Gel 8o0z Product Total Grand Total Guests Grand Total Net Avg Ticket Receptionist Sales This displays a simple snapshot of employee retail and service performance based on a date range 97 Reconcile Summary Reconcile Summary From 5 5 2014 To 5 5 2014 Gross Product Sales 0 00 Product Ticket D Product Discounts 0 00 service Ticket U Product Ref
103. 728 65 91 14 0 00 0 00 36250 886 4091 15 12472 296 4215 87 238 83 278 68 24 46 209 75 18 189 67 99 88 31 65 8 288 1 036 15 17 24 12 29 2013 4 2000 5 2935 88 91 51 0 00 0 00 27250 849 3208 38 64 36 197 327274 109 16 210 47 22 38 163 7762 155 73 81 55 26 19 6 286 0 0 00 15 58 35 01 05 2014 4 20 00 5 241793 8233 100 00 3 40 418 99 14 27 293692 10553 3 47 3042 45 99 27 187 54 28 88 133 71 12 125 66 84 62 33 16 6 3 21 0 000 16 27 26 01 12 2014 3 20 00 5 2249 87 88 83 0 00 0 00 283 00 11 17 253287 51 96 2 01 258483 133 11 169 41 24 26 128 7574 17 69 23 52 30 77 3 1 78 0 000 15 29 37 01 19 2014 4 2000 6 2575 42 83 12 45 00 1 45 478 00 15 43 309842 117 56 366 3215 98 131 06 208 ap 17 31 168 80 77 147 70 67 57 27 40 9 4 33 4 192 15 46 38 01 26 2014 4 2000 6 244191 89 14 25 00 091 27250 9 95 2739 41 2397 087 276338 71 07 178 34 19 10 144 80 90 128 71 91 50 28 09 10 5 62 0 0 00 15 52 39 02 02 2014 3 20 00 6 2631 95 90 06 0 00 0 00 29050 9 94 292245 30 36 103 295281 95 14 193 38 19 69 155 80 31 149 77 20 44 22 80 o 0 00 0 0 00 15 30 40 02 09 2014 2 20 00 6 245599 92 96 0 00 0 00 186 00 7 04 2641 99 41 90 1 56 268389 59 01 169 36 21 30 133 78 70 120 71 01 49 28 99 5 2 96 0 0 00 15 88 41 02 16 2014 3 20 00 6 2828 96 83 55 0 00 0 00 557 00 1645 338596 8974 258 3475 70 78 44 208 44 21 15 163 78 37 138 66 35 69 33 17 8 385 1 048 1671 42 02 23 2014 3 20 00 6 348993 8669 50 00 1 24 486 00 1207 402593 187 60 4 45 4213 53 148 92 254 58 22 83 194 7638 167 65 75 85 33 46 6 2236 2 079 16 59
104. 75309 Username admin Password eeeeeee Enable Dialup Save Dialup Settings Dialup Account These settings are analogous to the same ones on the SuperSalon software The applicable Dialup Account information is provided by either Rogers Software or your own dialup internet provider When this has been configured the PC housing the POS will automatically upload and backup data to iOffice as well as download appropriate updates This section is not necessary for those who are on a broadband high speed internet connection such as DSL cable or wireless In these instances the Dialup Account fields should be kept blank and Enable Dialup should always be un selected 156 Internet Setup Dialup General store Username amg_test Store Version 1 1 0 Upload Host upload supersalon com Maximum rows to transfer Mode Interval List Interval 30 Start Time 09 53 AM End Time 10 00 PM Upload At Upload At Upload At Upload At Upload At Upload At Upload At system Auto Restart Office Upload Most of these settings are to be configured from the POS end only by Rogers Software Technical Support with the exception of different upload times which will be sent to Dialup Account Editing settings for RSD Documentation Internet Setup Office Upload Misc Interval Mode Settings List Mode Settings Time format must be HH MM am pm Example 10 00 pm Save Upload Settings Sup
105. 84 7 Jessica 0 00 0 00 0 00 nmn 189 00 16 95 424 20171 9 KS SS Justine 9253 00 48426 23768 969958 5 1434150 81200 137 83 15015 67 6 5316 09 35 Kara 12971 50 84428 89 73 13 726 05 7 0 00 0 00 0 00 nmn KS Sa Karen 0 00 0 00 0 00 nmn 0 00 0 00 0 00 000 w See Kelley M 33 00 0 00 0 00 33 00 0 0 00 0 00 0 00 nmn ES Sa Kelly W 0 00 0 00 0 00 nmn nmn ong 0 00 nmn a E Kelly Z 0 00 0 00 0 00 nmn 0 00 0 00 0 00 nmn SE SCH Leah 13715 50 660 05 8465 1429090 5 12 340 00 35165 51 08 12640 57 3 1650 33 13 Lori 16 319 50 985921 100 32 1707839 5 17 231 00 939 35 9935 1807100 5 99261 5 Mackenzie nmn 7820 17 74 6046 0 00 0 00 0 00 nmn a p Melanie 0 00 0 00 0 00 nmn 0 00 0 00 0 00 nmn KS SS Michelle 7 41850 23445 2448 7 62847 3 703250 28735 3627 7 28358 4 34489 5 Misty 0 00 0 00 0 00 0 00 1434400 444 70 5980 1172590 4 KS SS Morgan 15 00 16 95 0 00 31 95 113 0 00 0 00 0 00 000 Ce SC Paula 0 00 0 00 0 00 nmn 0 00 0 00 0 00 nmn KS KS Sara 90 00 0 00 0 00 90 00 ne 9 985 50 50150 6493 1042207 5 1033207 99 Stacy 89 00 16 95 0 00 105 95 19 0 00 0 00 0 00 nmn SS SC Tanya 41 336 50 73999 7324 1200325 7 0 00 0 00 0 00 nmn e ae Taylor 3726 00 24404 1524 395480 7 0 00 0 00 0 00 nmn ES Vina 4419 00 21225 2000 4311 25 5 0 00 0 00 0 00 nmn ES ES Jenna 0 00 0 00 0 00 nmn 0 00 40 75 0 00 4075 KS SS Nichole 0 00 0 00 0 00 nmn 28950 0 00 0 00 28950 0 a Ce Shan
106. 9 monthly 01 22 2011 00 00 00 12 21 2011 23 59 59 21521 04 24 2011 22 01 06 04 24 2011 shows complete details of all errors in the membership payment process and further presents messages from the partnered integrated processing merchant explaining those errors 05 04 2011 active missingToken 1001000000003712 05 04 2011 active missingToken 1001000000006806 05 04 2011 active missingToken 1001000000008935 05 04 2011 active missingToken 1001000000010048 05 04 2011 active missingToken 1001000000012440 05 04 2011 active missingToken 1001000000012523 05 04 2011 active missingToken 1001000000013695 05 04 2011 active missingToken 1001000000014289 05 04 2011 active missingToken 1001000000016185 05 04 2011 active missingToken 1001000000018801 05 04 2011 active missingToken 1001000000023587 05 04 2011 active missingToken 1001000000025236 05 04 2011 active missingToken 1001000000025467 05 04 2011 active missingToken 1001000000028057 05 04 2011 active missingToken 1001000000028610 05 04 2011 active missingToken 1001000000028966 05 04 2011 active missingToken 1001000000030541 05 04 2011 active missingToken 1001000000030798 05 04 2011 active missingToken 1001000000031085 05 04 2011 active missingToken 1001000000033602 05 04 2011 active missingToken 1001000000034139 05 04 2011 active missingToken 1001000000034428 05 04 2011 active missingToken 1001000000035227 05 04 2011 active missingToken 1001000000040441 05 04 2011 active missingToken 1001000000041084 0
107. 90 5 44 2904 38 101 13 3 36 3005 51 691 54 227 47 20 70 179 78 85 155 68 28 zu 31 28 6 264 1 0 44 13 24 24 10 20 2013 4 19 95 6 2440 95 95 44 0 00 0 00 116 75 456 255770 87 95 3 32 2645 65 546 58 199 54 27 14 144 7236 138 69 35 en 20 15 5 251 1 0 50 13 29 25 10 27 2013 4 19 95 6 2568 66 9284 34 95 126 163 25 590 276686 153 13 524 291999 731 06 222 55 24 77 166 74 77 158 7117 62 28 28 7 315 1 0 45 13 15 26 11 03 2013 4 19 95 6 299263 90 93 86 95 264 21145 643 3291 03 131 75 385 342278 482 81 236 58 24 58 177 75 00 150 63 56 85 36 02 5 212 1 0 42 14 50 27 41 10 2013 3 19 95 6 1890 34 8559 67 00 3 03 251 35 11 38 220869 17 00 0 76 222569 62 21 145 20 20 69 114 78 62 108 74 48 238 24 83 5 3 45 1 069 15 35 28 41 17 2013 4 19 95 6 2700 67 87 84 0 00 0 00 37397 12 16 307464 62 50 199 3137 14 127 55 202 42 20 79 159 78 71 137 67 82 64 31 68 6 297 1 050 15 53 29 11 24 2013 4 20 00 6 272368 90 66 0 00 0 00 28050 9 34 3004 18 120 51 386 312469 232 51 210 42 20 00 166 7905 165 78 57 43 20 48 1 5 24 2 095 14 88 20 12 01 2013 4 2000 5 254319 87 15 45 00 1 54 330 00 11 31 2918 19 152 05 495 3070 24 214 43 195 50 25 64 143 73 33 132 67 69 en 31 28 8 410 2 103 15 74 31 12 08 2013 4 20 00 4 154770 9225 45 00 268 85 00 507 1677 70 5200 301 1729 70 169 75 116 19 16 38 96 82 76 82 70 69 33 28 45 e 517 1 086 14 91 32 12 15 2013 4 2000 6 3272 65 90 70 0 00 0 00 335 50 9 30 360815 13840 3 69 3746 55 255 85 250 51 20 40 198 79 20 179 71 60 70 28 00 7 280 1 040 14 99 33 12 22 2013 4 2000 6 3
108. 91 Brandie 20 25 00 0 00 0 00 19 95 0 00 6 00 0 00 323 77 15 00 am 1 00 1 33 1619 0 30 22 00 28 57 0 00 02 54 pm 08 14 pm 66 86 Last Week 384 125 00 0 00 14 00 294 21 0 00 60 00 56 00 6316 39 223 40 950 O77 172 1645 0 16 27 12 8 52 0 00 64 88 eng mem 420 00 16 00 105 00 1447 60 0 00 248 00 288 00 28919 69 927 73 66 05 oam 174 wn ou 27 09 2 7 78 0 00 09 27 am 09 01 pm 64 00 Mag 1780 800 00 16 00 105 00 1478 43 0 00 282 00 298 00 29767 87 388 33 m on pu wm o 27 75 E 7 41 0 00 08 48 am 09 02 pm 64 42 This report displays over 20 detailed metrics based on revenue generation and utilizes advanced filtering and comparison capabilities This report can be run on one particular day or over a vast date range SR Trans Date May 04 14 13 37 May 04 14 15 03 May 04 14 16 10 May 04 14 13 07 May 04 14 13 20 May 04 14 13 22 May 04 14 14 12 May 4 14 14 29 May 04 14 14 46 May 0414 15 22 May 04 14 15 25 May 04 14 16 29 SubTotal Visa amp MC Sette Batch Daihy Trains Date ID 2 2 12 3 1 4 5 dei 10 11 13 ID 312097 32171 312151 312071 312073 71204 71214 312110 312119 312137 31214 312157 Trans Type Credit Card Reports Stylist Cavin Cavin Cavin Cavin Cavin Credit Card Transactions May 4th 2014 May 4th 2014 Receptionist Customer TNG FISHER FISHER KREIDER DENT
109. 95116 2065 16 99 monthly 01 11 2011 00 00 00 12 10 2011 23 59 59 19296 04 12 2011 22 05 29 04 12 2011 22 05 29 05 12 2011 Does Not Exist In Store 22 05 29 16 99 Active Membership Token 1001000000025236 recurring yes VISA XXXXXXXXXXXX2703 1014 14306 95127 6638 16 99 monthly 01 12 2011 00 00 00 12 11 2011 23 59 59 19545 04 13 2011 22 04 09 04 13 2011 Does Not Exist In Store 22 04 09 05 13 2011 22 04 09 16 99 Active Membership Token 1001000000025467 recurring yes VISA NOO0OO0000KK1678 0912 15533 95116 600 16 99 monthly 01 12 2011 00 00 00 12 11 2011 23 59 59 19547 04 13 2011 22 04 09 04 13 2011 22 04 09 05 13 2011 Does Not Exist In Store 22 04 09 16 99 Active Membership Token 1001000000028057 recurring yes VISA 0000OO000KXX2658 0912 CISNEROS MARY 3314 95135 6679 16 99 monthly 01 14 2011 00 00 00 12 13 2011 23 59 59 19846 04 15 2011 22 03 53 04 15 2011 Does Not Exist In Store 22 03 53 05 15 2011 22 03 53 16 99 Active Membership Token 1001000000028610 recurring yes VISA XXXXXXXXXXXX2175 1014 ACEROWVERONICA T 1875 95116 3829 16 99 monthly 01 14 2011 00 00 00 12 13 2011 23 59 59 19848 04 15 2011 22 03 53 04 15 2011 Does Not Exist In Store 22 03 53 05 15 2011 22 03 53 16 99 Active Membership Token 1001000000028966 recurring yes VISA XX0OCKXXXXXXX867 1 0511 1567 95122 1007 16 99 monthly 01 15 2011 00 00 00 12 14 2011 23 59 59 20039 04 16 2011 22 04 26 04 16 2011 22 04 26 05 16 2011 Does Not Exist In Store 22 04 26 16 99 Active
110. CARD dollar 15 00 L930 PRO CARD KIDS dollar 12 00 L955 5 00 Eyebrow Wax dollar 3 00 L956 10 OFF COLOR 35 OR MORE dollar 10 00 1999 COMPETITOR dollar 0 00 N111 MOBILE PHONE 1 OFF dollar 1 00 N300 3 00 OF ANY SERVICE dollar 3 00 N512 5 00 off purch of 15 or more dollar 5 00 17 Discount Record s Found Here the user can see a quick roster of all active discounts currently registered on the point of sale system This report only displays a list and there is no way to edit any of the entries Discount Usage Discount Usage May 1 2014 May 5 2014 House Sale Service Product Total Sat Service Disc Product Disc Total Disc Sale Quick poa mi Qty Total Qty Total Qty Total Total gl n Sale an 10 Emp Retail Discount 0 0 00 2 14 36 2 14 36 43 08 0 0 2 0 0 00 Totals 0 00 2 14 36 2 14 36 43 08 0 0 2 0 0 00 Gross Sales Discount Gross Sales 68 85 20 86 Barbero Service Product Total S Service Disc Product Disc Total Disc Sale Quick Code Description Qty Total Qty Total Qty Total Total New Repeat Sale Unknown New pg 90 95 Brow Wax 1 3 00 0 0 00 1 3 00 695 0 1 0 0 0 00 Passport H97 IL Brow Wax 1 3 00 0 0 00 1 3 00 1890 0 1 0 0 0 00 Home DM T eee 2 6 00 0 0 00 2 6 00 3385 0 2 0 0 0 00 Home DM 24 Free Child s Haircut 1 11 95 0 0 00 1 11 95 0 00 1 0 0 0 100 00 13 BOGO 50 Off 0 0 00 1 8 98 1 8 98 59 87 0 1 0 0 0 00 Totals 5 23 95 1 8 98 6 32 93 119 57 1 5 0 0
111. Communications Mel Blanc 1 800 867 5309 Aerial Joe 1 800 950 0000 Beauty Smart Clippers R Us Just OK Sams Mull of Kintyre Pam Johnson 1 600 659 0001 REGIS T Supplier Record s Found Here the user can see a roster and contact information of all the current vendors partnered with the salon Tf Part Fourteen Sales Reports 52 Week Tracking Report Average Wait Time Average Weekly Sales BF Royalty BTC Error Report CC Royalty CC Weekly CSR Comparison Report Credit Card Reports Daily Detail Report Daily Report Deposit Analysis Deposit Summary Drops E Royalties Empire Salon Dashboard Employee Ranking Employee Sales Summary End of Day FS Honor Roll FS La Regional FS Weekly Sales Hourly Sales Analysis MC Royalty Monthly Financial Monthly Gross Monthly Sales Monthly Statistics 18 52 Week Tracking Report Week Dese Cie Geng Open se bina Goes a net aor SE pears Ze a KE New ao Pegi Men Women Kids aay oe ae ed Gn E Date Week Tis s Net s Count Count Count ioa Week 1 05 12 2013 4 19 95 6 3130 52 90 19 0 00 0 00 340 59 981 3471 11 10600 296 3577 11 122 09 239 43 17 99 193 80 75 160 66 95 76 31 80 6 251 3 126 1497 2 05 19 2013 4 19 95 e 2955 04 86 95 0 00 0 00 443 65 13 05 3398 69 226 78 6 26 3625 47 113 36 234 52 22 51 175 75 76 163 70 56 64 27 71 9 3 90 4 1473 15 69 3 05 26 2013 4 19 95 e 2991 64 91 53 0 00 0 00 27680 8 47 3268 44 95 45 284 336389 251 26 231 29 87
112. Customer Points into their system setting this to Enable will achieve this Block Back Bar Product Sale Enable this option if you wish to prevent employees from selling Back Bar items You must also select Back Bar from the Type drop down on the product record Manager Tab Products Product Record Type Display Sale ID In Receipt setting this to Yes will show the daily ticket number on the customer receipt This will display the database sale ID on the receipt This is unique to every ticket Display Invoice Number on Receipt This will display an invoice number on the receipt Much like the above but the number is not determined by the database Enable Auto Discounting This setting will either activate or deactivate the Auto Discount functionality for the point of sale Prevent Negative Gift Card Balances Enabling this setting will allow a gift card to be charged despite having no funds on it This is meant as a way to service a customer with the expectation they will put money on said card Hide Customer Contact Info Having this set to Yes will block out any queries as to the personal information of your customers It should be noted that there is a Permission that governs this as well but this setting will shut it down for everyone despite authorization status 182 Require Password for Clock In Out Though self explanatory this setting will require all employees to input their passwords in orde
113. DK RED PERMANENT COLOR REGIS 0 0 4768 0 00 COLOR Viol 13994 0095371106618 PAUL MITCHELL THE Color 8RO LT RED PERMANENT COLOR REGIS UU ATs 0 00 COLOR ORG 13997 009531106427 PAUL MITCHELL THE Color 6WE DK WM PERMANENT COLOR REGIS 0 0 478 0 00 COLOR Bind 14004 009531106434 PAUL MITCHELL THE Color 8WBLT WM PERMANENT COLOR REGIS 0 0 4768 0 00 COLOR Bind 14059 009531106373 PAUL MITCHELL THE Color 8CB LT Cool PERMANENT COLOR REGIS 0 0 476 0 00 COLOR BLN 14065 009531106380 PAUL MITCHELL THE Color 10CB Lghts PERMANENT COLOR REGIS UU 476 0 00 COLOR Cool 669316057100 669316057100 Armemian Brew Classic Trio Shampoo Conditioner Beauty 3 5 11 50 23 00 Smart F38676250013 738678250013 Armemian Brew Boost Back Bar Aerial 0 66 6 968 17 96 738676251461 738676251461 Armemian Brew Super Glue Snack Aerial 6 6 5 00 5 00 Sv5 Gif DV Gift Card 0 5 0 00 25 00 28 Product Record s Found Both V3 and V4 of this report displays a raw detailed roster of all products tools and all other pieces of inventory currently registered on the point of sale system 14 Product Sales Product Sales Report May 1 2014 May 5 2014 Code Description Vendor Brand Category Par dan tls Die Gross Wet Last Sold Stock Cost AC4051 AC Spray GEL 8 45 AmCrew Style o 1 2 7 70 27 90 20 92 06 17PM 05032014 ACS129 Acfirm Hold GEL 8 45 AmCrew Style o o 1 5 58 13 95 13 95 04 16PM 05 04 2014 ACS133 AC Groom Spray 8 45 AmCrew Style o 2 1 5 98 14 95 14 95 01 41PM 05032014 AC166022 AC Firm H
114. Days Suggested Price With Tax 90 00 90 00 Series Price With Tax Unit Price With tax 90 00 90 00 9 00 9 00 Creating a new series sale is as easy as clicking the Add Series sale which brings up the appropriate screen then select the service you wish to have it apply to from the drop down list that propagates under Service Enter the quantity and the schedule or regularity of any free services in the future for participating in the series After configuring this from iOffice be sure to have the salon perform a standard upload to move the settings down to the POS as well 138 Service Categories Editing settings for RSD Documentation Service Category Menu SE J Show Deleted Service Category List Service Categories can be viewed edited and created in this screen The interface and method of navigation are exactly the same as the two previous submenus and the user is given complete freedom to create whatever category they need However as with most things done in the iOffice environment a standard upload from the point of sale system at the salon will carry the settings back to the computer as well Also one should not forget to configure their services after performing any edits or additions This will prevent firing off of any reporting metrics and go a long way in making sure that all information is homogenous between the POS and iOffice 139 Services Though most of the menu buttons at the top
115. Disabling Access For each screen or report in SuperSalon you can select who is allowed access by setting the permission to green You can disable access by setting the permission to red Setting the permission to gray allows anyone access After making all necessary changes on the Permissions screen you will need to select the Save Permissions button for the changes to take place Assigning Employees to a Group Each employee that will be granted some level of access must be assigned to a Permission Group This is done on the Employee information screen Manager Tab Employees Select Employee General Information 170 Pole Display Editing settings for RSD Documentation Pole Display Options Enable Pole Display Pot COMI Device Freetech EzxoxVFD M Idle Text Line 1 Welcome to Our Salon Line 2 Transaction Text Line 1 Thank Youl All options for the installed pole display with the exception of testing the device are available to the user from this submenu The various text messages port settings and enabling functionalities are accessed here Positions Editing settings for RSD Documentation Timeclock Position Position Track Production Hourly Gonus Stylist Yes 0 00 Receptionist No 0 00 Manager Yes 0 00 WR New Position Although employee positions are configured individually on their specific employee roster as seen in Part 4 of this guide often times owners and management have the n
116. Discount Discount Code Name Description Apply discount to sale commission Yes Apply 100 Discount Valid From IOo ui Tog A t Free Serice Bounce Back House Sale Requires Override Avaliable Quota Used Quota Enable Coupon Customer Points System Do not earn points if discount is applied Discount Mode Discount Value Type Dollar Amount Discounts to retail price Apply to Services Apply to Products 16 Minimum Tips 13841 THE Color 1N Black 17 Maximum Tips 13845 THE Color 2N Dark BRN 18 Highlights Front Accent 13856 THE Color 4N Natural BRN 19 Highlights Top Accent 13906 THE Color 6N Dark NAT BLN 20 X Large Top Accent 13911 THE Color 8N LT NAT Bind 21 XX Large Top Accent 13915 THE Color 10N Lghst NAT B 23 Full Foil 13929 THE Color 10A Lghst ASH B 24 Glazing 13935 THE Color 4G Gold BRN 25 Glazing With Color 13941 THE Color 6G Dark Gold BL 26 Pre Treatment 13944 THE Color 8G LT Gold Bind 37 Supercolor 13964 THE Color 8R LT RED Bind 444000 HAIR CUT mae 12968 THE Color 4RV RED VIO BRN 448000 BANG TRIM 13972 THE Color 6RV DK RED Viol 450000 BUBBLES amp LOTION 13994 THE Color 8RO LT RED ORG 960000 MISC SERVICE kA 13997 THE Color 6WB DK WM Bind All Mone All None Hold CTRL to select deselect multiple products and services Apply to Customer Types Customer Loyalty Member Mall Employee Salon Employee All None Hold CTRL
117. E E cece 144 Part Eighteen The Appointments Tab 145 Parn Nineteen Store Syne E 146 TY FS Kleber te 147 The Synch Process IN Heview 150 Store ae E ONC EE 150 Store Synch Series E 150 EE 151 OE FIG tege 151 OT are IN E 151 Store Synch nelle aienea aen aE EENEN Aa EO AEEA TEGE AEE ATEA 151 OIG Permi SONS sire E su handaceceensuemeycurepdarntusaeuss nana siaviarnegedmaeyaranieetens 151 Store Syneh Everything EE 152 Part Twenty TNE SIOle SOT HE LEE 153 lee E e e E ee 154 EE sinuo r a E E E E E E A E 154 Company Nonna EE 154 STI VS SS E 155 ATS FIVE fe TANI sce ssc seresse cst petn nsec oe oncsenamecsaceecest seseqsaaserboctcenesuaetacnscarseowsesecss tec 4eesncbactdadeevseeceane 156 WIE AS SVN E E E EE EE EE E EE E A E E EE 158 PayIMentIViethOdS General gugtieggeege d nsdes geesde dee r 159 Payment Methods Credit Card Processor Getp 160 Payment Methods Gift Card Processor Geiup 161 Pay Ol BOMUSeS E 162 Payroll BONUSES Tunecarde ENEE 163 F AV POM ONUSES EE 164 Payroll Bonuses COM ISS SION ME 165 culte 169 eege 171 POSON ese sect Sc S E E sect oe E E E E E 171 ROCOIDIRIMO A OWI O aoea E A E E E 172 Keele Silent 173 ReceiptPrinter Default ee 174 ReceiptPrinter New ustomertooter 174 ReceiptPrinter AdcdtonalFooter E 175 Ree leg TIN el Rate My Visit Ee e EE 175 else le Te E 176 EEEL o E EE E EE EENE PE A EE EEE EE A E E E E E E 178 Be lee k m RE 179 Bollo 179 Part Twenty One Software Settings E 181
118. EN STAUFFER HARRISS BARRAGAN lssuer CCO M C M C M C AmEx Disc HMC Visa Total 0 00 0 00 140 00 262 00 402 00 Exp Date Anvount 76 00 24 00 24 00 16 00 7 00 15 00 18 00 74 00 16 00 13 00 18 00 Tip Result 10 00 AUTH 4 00 AUTH 2 00 AUTH 3 00 AUTH 10 00 AUTH 0 00 AUTH 4 00 AUTH 4 00 AUTH 15 00 AUTH 3 00 AUTH 4 00 AUTH 3 00 AUTH 407 00 POS TERMINAL TOTAL 0 00 0 00 140 00 262 00 402 00 14 PROCESSED PROCESSED PROCESSED PROCESSED FROCESSED No Digital Signature Provided No Digital Signature Provided No Digital signature Provided No Digital signature Provided No Digital signature Provided No Digital Signature Provided No Digital signature Provided No Digital signature Provided No Digital signature Provided No Digital signature Provided No Digital signature Provided No Digital signature Provided shows complete details of all credit card transactions processed using methods integrated into to the point of sale system The two different reports within show all transactions and a post settle report 83 Daily Report Daily Report Thursday May 1 2014 Jose Out Tota Summary oo Previous night s Counted til 117 99 urrent day s Opening till s Cash 124 85 0 01 fot ployee Hrs 21 01 ids 0 edos 0 heck 0 00 0 00 ayout Ve
119. Employee 8 9 9 410 10 11 11 142 12 43 13 14 1415 15 16 16 17 17 18 18 19 19 20 Total Sammet Stephanie 3 0 0 1 0 0 0 0 0 0 0 4 Sherrod Emily 2 0 0 1 0 0 0 0 2 1 0 8 Menefee Karin 0 2 1 3 0 2 0 0 0 0 0 0 8 Malcolm Kimberly 0 0 0 0 0 4 2 1 1 0 2 0 7 Total Services 5 2 1 5 0 3 2 1 2 3 0 27 Total Voids 0 0 0 0 0 0 0 0 0 0 0 0 0 Look H Walk 0 0 0 0 0 0 0 0 0 0 0 0 0 Production H 0 37 2 00 2 00 2 00 2 05 2 08 2 38 2 00 2 00 2 00 2 00 0 14 21 02 Add Hrs Needed 163 1 20 1 60 0 00 2 05 086 1 58 1 60 0 80 1 20 080 0 14 10 22 The Daily Report provides a e locations performance for the day requested The report is broken into six sections The first section is a look at the closeout totals for the day and whether or not the location was short If the closeout is not performed properly then the information listed on this report will be incorrect The Summary section provides a brief overview of sales while customer statistics give a breakdown of visitor information If customer demographics is not enabled then all customers are assumed to be unknown The Hourly Work Details section which could be considered the primary focus of the report is designed to give an hour by hour break down of customer visitation The section lists how many tickets were entered into the system during the displayed period of time and who the ticket was assigned to It also displays how many Look and Walks were entered into the system during the same period of t
120. Employee Ranking Employee Report r be EE Ka r Ke Aen Cond Sales gei Prod PC SPC orc PPG Sales a Req Leer 4 1 14 4 30 14 Day Hr Other Total Hrs House Sale o 0 0 00 30 00 0 00 0 00 30 00 0 00 15 00 0 00 0 00 00 0 00 0 00 30 00 0 00 0 00 0 00 0 00 59 SHANE 7 1 38 170 00 107 65 40 00 0 00 0 00 40 00 2977 65 152 41 0 13 18 94 0 00 EI 28 08 3 02 5 10 45 64 CINDY 6 53 1 62 0 00 22 32 28 00 0 00 0 00 28 00 3824 20 121 28 8 76 19 51 0 00 0 09 29 41 4 23 26 54 42 96 YESICA 2 53 1 49 0 00 90 00 20 00 0 00 30 00 20 00 4852 55 171 81 1 67 35 18 17 0 00 30 0 26 82 0 33 Seen 41 28 LIZZETTE 6 87 1 38 85 00 20 45 24 00 0 00 30 00 24 00 2613 45 149 48 1 45 17 54 0 00 0 09 23 94 4 17 4 58 39 60 38 SUSETTE 77 17 0 00 77 62 8 00 0 00 50 00 8 00 4879 62 135 72 20 38 24 19 83 0 00 DI 29 23 57 111 36 43 RITNEY 83 1 43 455 00 59 90 18 00 0 00 0 00 18 00 4316 90 138 80 4 92 29 21 06 0 00 ES 20 04 ses 0 44 32 Total 42 15 680 00 377 94 138 00 0 00 0 00 138 00 24979 4 209 5 7 91 00 19 16 0 00 0 27 53 51 00 0 00 This report breaks down stylists retail and service performance based on either a month or a requested date range Employee Sales Summary Employee Sales Summary Date Range May 1 2014 May 5 2074 Employee Name Gross Services Gross Products Net Services Net Products Employee Total DIXON 999 40 316 50 299 40 16 50 577 90 LOPEZ 3904 45 10 95 3904 45
121. Groups The option to enable price groups is in this submenu and changes to the inventory will be immediate when it is enabled Block all inventory modifications except adjust in This self explanatory setting is in place for security and shrinkage concerns The user should be aware that this block will exist in the iOffice environment as well Inventory manager These fields are for the user to enter their customized reasons for inventory adjustments A few are already there by default but they may be erased or edited as the user sees fit Software Settings Birthday Settings Software Settings Misc Reports Taxes Tickets Appointments Wait Time Uploads Inventory Birthday Settings World Search SMS Alerts Tips Retail Discounts Inventory Manager 1 SHRINK THEFT CycleCount 2 BREAK DEFECTIVE 3 SALON USAGE 4 OTHER 5 VOID RO 6 RETURN TO VENDOR 7 RE SELLABLE RETURNS 8 PROMO BREAKDOWN 9 TESTERS 10 Birthday Settings Alert Note E Show during Show in Servicing from Show during New Show in servicing from Show in Service Appointment booking Appointment Ticket Creation waiting tickets Ticket receipt Enable Today s Birthday Pop Up lf enabled a customer s birthday notice will appear with the selected Alert Note entered below Show During Appointment Booking If enabled the birthday pop up alert note will appear during Appointment Booking 197 Show in Servicing From Appointment lf enabled the birthday pop up ale
122. M 002 Madina Hoon House Sale Toni Johnson Completed Omins 10 00 20 00 Cash 17 04 01 2014 08 11 19PM 002 Madina Noori House Sale Tiffany Santos Completed 0 mins 10 00 10 00 Cash Ticket totals 149 49 180 49 There are no specific submenus under the Sales tab as it is merely a reflection of the current day s Search Sales functionality which is a submenu of the Manager tab However the iOffice version of this Sales screen a little more limited than that of the SuperSalon point of sale system Users in iOffice can only view and make changes to assigned commissions from this interface as it is not connected to any checkout hardware like the drawer or receipt printer Therefore editing and voiding entire tickets is impossible from the iOffice version of this functionality Should owners find the need to edit or void tickets they should do so either via backdoor access or through a delegated manager who is onsite at the salon 18 Select A Report Audit Custom Customers Discounts Gift Certificates Membership Multi Store Package Sales Payroll Products Sales Sassoon School Services Part Five The Reports Tab The Reports tab is one of the more outstanding features of the iOffice environment and where many owners spend most of their time while accessing this tool Although it also corresponds with the Reports tab in the point of sale system there are far more reports available to the iOffice user that al
123. Manager Tab Employees Select employee name Payroll select the period with the Pay Period drop down box and then select Save 164 To quickly set all employees to the same pay period go to Store Setup Tab Utilities Check Employee Payperiod Setup As long as there is only one pay period this will set all employees to it Payroll Bonuses Commisssion When the Commission button is first selected there will be a drop down box displayed which reads Select a Plan To edit an existing plan select the plan name If you have no plans defined drop down the field and select Create New Plan Give the plan a descriptive name and then in the Select Plan Type dropdown select a commission plan type to create The following Commission Plans are supported Service Sales This commission type pays commission on services sales only Commission can be based on gross or net and calculated on total sales or sales per hour Service Count Bonus This commission type allows you to pay employees a certain amount every time they perform a service Product Sales This commission type pays commission on product sales only Commissions can be based on gross or net and calculated on total sales or sales per hour Retail to Service Product Commission This is a product commission based on the ratio of retail product sales compared with service Sales Retail to Service Service Commission This is a service commi
124. Membership Error Report Membership Financial Report Sale Register Membership Activity Report Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out GET 05 01 2014 05 05 2014 Start Date Of End Date Of Next Recurring Date of Last Cancel Membership emberke Member Member E Mail Last 4 Expiration Current Membership Membership Payment Payment Day Description Phone Digits Date Status 05 07 2013 05 06 2014 NIA 04 14 2014 E L 05 06 2014 Active All Memberships 05 11 2013 05 10 2014 NIA 05 11 2013 ee _ 05 10 2014 Active EE OOR E 05 11 2013 05 10 2014 07 11 2013 06 11 2013 Brow Membership Regular 05 10 2014 Late E Mombasa Reg Full Face Membership EB Reg Brow Membership Regulai 05 23 2013 05 22 2014 41 23 2013 05 23 2013 Zeie 05 22 2014 Late PFF12 Prepaid Full Face Members seid MEM EB3 Brow Shaping Members 06 01 2013 05 31 2014 NIA 02 16 2014 Brow Membership Regular 05 31 2014 Active 06 01 2013 05 31 2014 NIA 01 18 2014 Brow Membership Regular 05 31 2014 Active Select a Range Date 06 22 2013 06 21 2014 03 22 2014 06 22 2013 Brow Membership Promo 06 21 2014 Late 06 28 2013 06 27 2014 05 28 2014 01 10 2014 E L 06 27 2014 Active 0501 2014 to 04 08 2014 07 07 2014 NIA 07 04 2013 Brow Shaping Membership 07 07 2014 Active 05 05 2014 07 12 2013 07 11 2014 05 12 2014 07 12 2013 E L 07 11 2014 Active 07 12 2013 07 11 2014 05 12 2014 03 13
125. Mobile Analytics covers the SalonChecklin feature which can be an invaluable tool for branding and customer loyalty The associated multi store report will allow business owners to gauge how well this feature is working in bringing in new clients and tallying the revenue gained therein Monthly Overview Multi Store Monthly May 1 2014 May 31 2014 Retail Over Service Retail Service S Total Sales Paid i 2014 Year 2013 Year Store Net t or NetS or Di Tans or GC Volume tor Tax Outs Short ToDateS ToDateS or Indian Trail 2415 00 79 79 3755 30 65 48 643 30 00 0 00 30 00 52570 30 79 27 313 51 36 80 30 00 349218 24 866075 01 25 51 Kemp Blvd 4048 00 87 63 146 76 53 07 3 63 50 00 0 00 30 00 4194 76 67 31 312 10 13 44 5 3 80 114885 07 3165358 03 30 52 Boulevard 54155 00 60 00 3109 30 66 23 263 50 00 0 00 30 00 20 3 79 79 39 02 35 60 30 00 360704 74 3103490 13 12 35 Totals 10618 00 63 78 3411 36 52 13 3 67 30 00 0 00 30 00 11029 36 63 49 34 63 324 84 33 80 3254808 05 334923 17 23 92 6 Displays all selected stores in a listed column format and displays data pertinent to total volume and year to date performance separated by monthly increments Monthly Sales Projection Monthly Sales Projection Report Selected month projection compared to May 2013 Projected figures are based off of number of days open in previous year Note Projections are more accurate if a store uplo
126. Natural BRN 19 Highlights Top Accent 13906 THE Color 6N Dark NAT BLN 20 X Large Top Accent 13911 THE Color 8N LT NAT Bind 21 XX Large Top Accent 13915 THE Color 10N Lghst NAT B 23 Full Foil 13929 THE Color 10A Lghst ASH B 24 Glazing 13935 THE Color 4G Gold BRN 25 Glazing With Color 13941 THE Color 6G Dark Gold BL 26 Pre Treatment 13944 THE Color 8G LT Gold Bind 37 Supercolor 13964 THE Color 8R LT RED Bind 444000 HAIR CUT mae 13968 THE Color 4RV RED VIO BRN 448000 BANG TRIM 13972 THE Color 6RV DK RED Viol 450000 BUBBLES amp LOTION 13994 THE Color 8RO LT RED ORG 960000 MISC SERVICE kdg 13997 THE Color 6WB DK WM Bind All 7 None All None Hold CTRL to select deselect multiple products and services Apply to Customer Types Customer Loyalty Member Mall Employee Salon Employee All None Hold CTRL to select deselect multiple Customer Types Save Discount Delete Discount Return to Discount List Existing discounts can be edited by clicking on their individual entries in the roster The above screen is then populated where it displays all of the unique characteristics to the discount This should be done whenever new products or services are introduced to either the iOffice or SuperSalon end of the total point of sale system Popular discounts from previous time periods can be brought back by configuring their details in such a manner as well 118 Creating Discounts Insert
127. OO VALS Se EE 187 Software Settings Taxes ete patzsnceacencesnt canpaaacnentndneseacectaetseesescshae seseanesoetdedienvedetenecentoeisesoosoeteatesnneassene 188 Software Settings Tickets E 189 Software Settings TcketetGottomC ptong 192 SEET 193 Software Settings WaitTime os eucsisseccnseteeciciycanstiecsanteanadeesasaaiuuspauleuetdidadeineansUesaatnetaesiesebsaieuesdieasaatinasetenys 194 SEET EENEG 196 Software Settings Inventory cccccccssscecsssseecesseeeeesseeeeseseeeeeceaeeessseseeseseeeeesseeeessssaeeessueeesesseeeessness 196 Software Settings laten 197 Software Settings SMS E 198 SOWA Settings H 200 Sotware setings E EE 201 Part Iwenty Two EE e E 203 ale E Page EE 204 Teco e RE e 208 SPR NS ANS CONT E 209 The ceund FP ago asein ee E E E E EEEE OR 210 Introduction Welcome to the newest edition of the iOffice user manual The iOffice feature of the SuperSalon point of sale system allows owners and authorized managers to securely access their important data from any location on the planet with an Internet connection When used in conjunction with the SuperSalon point of sale system business owners have an incredible tool for never losing sight of the big picture in regards to their salon s success This publication is designed to provide both a reference point and a training aid for advanced and beginning users The material herein encompasses every aspect of normal use for the iOffice environment It is
128. OTO ARACELI 494 95111 5498 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20482 04 18 2011 22 04 24 04 18 2011 22 04 24 05 18 2011 22 04 24 16 99 1001000000034139 recurring yes MC XXOXXXXXXXXKX5492 1212 GATERS ELAINE B 300 95116 6747 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20484 04 18 2011 22 04 24 04 18 2011 22 04 24 05 18 2011 22 04 24 16 99 1001000000034428 recurring yes VISA XXXXXXXXXXXX2405 0214 1062 95031 1637 16 99 monthly 01 17 2011 00 00 00 12 16 2011 23 59 59 20485 04 18 2011 22 04 24 04 18 2011 22 04 24 05 18 2011 22 04 24 16 99 1001000000035227 recurring yes VISA XXOXOXXXKXXXXX9507 1113 215 95127 6762 16 99 monthly 01 18 2011 00 00 00 12 17 2011 23 59 59 20931 04 20 2011 22 01 38 04 20 2011 22 01 38 05 20 2011 22 01 38 16 99 1001000000040441 recurring yes VISA XXXXXXXXXXXX0920 1113 2326 95122 6849 16 99 monthly 01 20 2011 00 00 00 12 19 2011 23 59 59 21148 04 21 2011 22 01 16 04 21 2011 22 01 16 05 21 2011 22 01 16 16 99 1001000000041084 recurring yes MC OOOOOKKXKXXX6025 1011 219 95125 2531 16 99 monthly 01 21 2011 00 00 00 12 20 2011 23 59 59 21312 04 22 2011 22 01 21 04 22 2011 22 01 21 05 22 2011 22 01 21 16 99 1001000000041498 recurring yes VISA X0 00OOKXXXXX9905 0913 489 95111 2142 16 99 monthly 01 21 2011 00 00 00 12 20 2011 23 59 59 21313 04 22 2011 22 01 21 04 22 2011 22 01 21 05 22 2011 22 01 21 16 99 1001000000042157 recurring yes VISA X0OOOOXXXKXK1057 0513 3246
129. Products Employee Product Sales Inventory Inventory Cost Report Inventory Transactions Inventory Turnover Monthly Sales Trend Operators Product Sale Register Product List v3 Product List v4 Product Order Product Sales Product Sales Analysis Product Sales Detail Receive Transter Adjust Sales Register Invoicewise suppliers 70 Employee Product Sales Employee Product Sales Report March 1 2014 May 5 2014 Employee ID Employee Name Oty Gross Discounts Refunds Net Cost Points 111 MELODY 16 198 43 21 62 0 00 174 81 85 07 0 00 118 NORMA 16 256 22 27 37 0 00 223 85 99 72 0 00 115 CANDACE 16 246 01 51 27 0 00 194 74 93 51 0 00 119 NATASHA 23 319 24 46 04 D 001 273 20 86 62 0 00 This report can be run on a vast date range for multiple salons and can be filtered by brand Product sales are broken down by employee and both the gross and net revenue are displayed Inventory Inventory Report Date 05 01 2014 05 05 2014 Displays a simple color coded reference for quickly determining how many products were sold adjusted or transferred by which salon employee Only totals are displayed and the information is not broken down by individual product I Inventory Transactions Inventory Transactions May 1 2014 May 5 2014 No Vendor S In Total Total In Code Description Sold Rec Tran Adj a ees Stock Se Sold Rec d Stock cosi Cost Net Retail Retail Retail 40524 Su
130. Quick Key Configuration Configure Quick Keys Code Description sa gg Mullet Mullet Maintenence wl op Delete 44 Supercut le ap Delete 443000 BANG TRIM L gt Delete 450000 BUBBLES amp LOTION lle or Delete CRFH Corn Row Braiding Full Head wl ap Delete 26 Pre Treatment J SP Delete search Refine the service list by entering a search criteria Note Click on a row to add a quick key for the service Service List REQ REQUEST 0 00 No Other D min s CRFH Com Row Braiding Full Head 45 90 Yes Child s Services D min s Mullet Mullet Maintenence 5 00 Yes Packages Hair Advanced 0 minis 16 Minimum Tips 30 00 No Color 30 min s 17 Maximum Tips 30 00 No Color 40 min s 18 Highlights Front Accent 30 00 Color 30 min s 19 Highlights Top Accent 40 00 No Color 40 min s The Quick Keys functionality is illustrated above and it allows the user to select and order the display of services on the POS end Ordering them is simply a matter of clicking the appropriate arrows to send the service up or down according to the user s wishes 142 Store Groupings Manage Store Groups Add New Store Group Group Name Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete Update Delete For accounts with multiple salons in their charge the store groupings Tunctionality will allow them to manage and update their
131. Regis the next three settings help enable the process and ensure proper communication 185 Require Opening Till Count Choose Yes if you would like to require Opening Till to be counted each day Carry over Opening till from Closing Choose Yes if you would like to carry over the Closing Till to the next day to be used as an Opening Till This will be different than the Expected amount if it drops below that Allow opening till to be recounted Choose Yes if you would like to allow multiple edits to your opening till count Allow deposits to be edited Choose Yes if you will not be depositing what the close out states The Expected Till Count must be set to 0 to enable Expected Opening Till Amount This is the amount you would like the Opening Till Amount to be It will be used to calculate carry over if enabled Add Drops to Close Out Totals Choose Yes if drops should be included in the expected till amount for the day 186 Software Settings Reports Editing settings for RSD Documentation Software Settings Misc Taxes Tickets Appointments Wait Time Uploads Inventory Birthday Settings Word Search SMS Alerts Tips Retail Discounts Reports Age Definitions Haircut Min Flag Time 2 min Child 0 Te 12 Haircut Max Flag Time 20 min Teen 13 To 18 Base Cut Price 0 00 Adult 19 To 38 Weekly Report Start Day Sunday we Senior 34 Include Requests in Service Sales Ho e Mini Production Rep
132. S e Mon Fri 5am 9pm PST e Sat 6am 7pm PST e Sun 7am 7pm PST Our Staff J Ph Quick Forms Order Receipt Paper Transfer Licenses Provide Feedback Updated March 11 2014 at 15 05 53 al Support Project Manager Save Time Order receipt paper quickly and accurately online for existing customers Opening a new salon Quickly and accurately order a new system Help amp Support Selling or buying a salon Transfer a SuperSalon license quickly and accurately gt Training Videos Quickly provide feedback on your experience with our staff Very important to us gt Your Feedback Have an idea for a software enhancement Submit it here Alerts Notices and General Business Updated January 31 2014 at 13 07 10 Important Microsoft is ending support for Windows XP on April 8 2014 Protect yourself by calling us today to upgrade your hardware before it s too late As stated above the iOffice home page contains real time announcements in addition to other critical information to keep users and owners abreast of any changes or outages In addition to this the iOffice home page is also a great source for learning materials Training videos how to manuals and other extensive documentation on our products are all available from the home page of iOffice Other features of the Home page include e Contact information for Support Billing and for receipt printer paper orders e Industry related news and
133. S Waterloo Bees l RJFILFS Woodriver FS All Services e RJFILF 598655 Collinsville FS Sort By Code Ascending w Add and update services Update existing services only Synchronize Discount Restrictions No Skip items wi differing descriptions Yes Sync Sub items Yes Delete items not found in Master No w Update type RS D Documentation Warning This feature can remove all store services if used incorrecthy Please call 868 455 1001 if you are unsure of how this works Synchronize Messages Z Performed store synchronization dynchroniging amg Gest Added O services Updated 0 services Z DO errors encountered while synchronising services ynchronisation completed successfully Synchronize Stores When it finishes going through its processes the user will be greeted with the following success screen If the operation simply times out takes longer than an hour to complete or comes back with an error message please notify Rogers Software Technical Support immediately 149 The Sync Process In Review Now that we have successfully synchronized the services between salons let us review the process as it is identical with only a few differences with synchronizing other aspects of the database 1 Choose the database element that you would like to have synchronized 2 Select the master store from the subsequent drop down to act as the transmitter of data 3 Configure
134. SPR Skinny Serum MELISSA Mary 1 0 00 18 98 O522014 9 10 25am 17748 MITCHELL JPM 33 8 THE CND MELISSA Gail 1 0 00 23 58 05 1 2014 89 06 08 pm 166021 AMERICAN CREW CRW 8 4 Firm Hold GEL TUB DIANA Jeff 1 0 00 13 95 5 This report displays all product sales over a given date range broken down by stylist and customer name This report may be generated for multiple salons at once Receive Transfer Adjust Product Transfer Adjust Receive Products highlighed in red no longer exist May 1 2014 May 5 2014 Date Employee Code Description Qty Total Cost Action Note 05 05 2014 03 17 pm 174 DIANA 1687886 BAGICAM SC 1 5ML POLY 1 21 19 Received Inventory 05 05 2014 03 17 pm 174 DIANA 166027 CRW 8 45 Antidndrff sebum 1 4 90 Received Inventory RAFT Totals Received Adjusted In Transfered In Adjusted Out Transfered Out Total Qty 2 0 0 0 0 2 Cost 26 09 0 00 0 00 0 00 0 00 26 09 Price 12 25 0 00 0 00 0 00 0 00 12 25 Presents all inventory adjustments for given date range and also displays the name of the salon employee who made the adjustment 76 Sales Register Invoicewise Product Sales Summary Report Invoicewise From 5 1 2014 To 5 1 2014 This report displays the same data as the Product Sales Detail report but presents it in an Invoicewise format for easier printing and or faxing Suppliers RSD Documentation Suppliers Supplier Name Contact Title Contact Name Phone ACME
135. Server Address Null Username Null User Password egen Credit Card Enabled Allow Tips Membership Options Enable Membership System Do Not Allow Membership Discounts After Payment le 60 Days Late P Save Settings The screen pictured above is the credit card processor setup window and this allows users to enter or change the information that corresponds with their integrated credit card processing merchant Salons who utilize a standalone system will never need to use this screen and for businesses that do not these settings should never be adjusted or edited unless absolutely necessary and called for by the processing merchant Switching credit card processors is quite easy when utilizing this functionality and when this is done in iOffice not only will upload need to be completed for the settings to transfer but the individual swiping device must be configured on the POS end as well 160 Payment Methods Gift Card Processor Setup Integration Setup Credit Card Processor Setup Gift Card Processor Setup Select Gift Card Processor Only one gift card processor can be enabled at a time If you save a new card processor to be enabled it will disable all other card processors Select Card Swipe Settings Card Swipe Device None X Com Port None e SVS Settings Gi Enabled is S Use Test Server Enable Issue Command In Card Terminal Stan 000008 Timeout 60 Store Currency United Stat
136. Tax Code Rate Services Products Delete Gift Certificates E oon yy Retail 7 0000 E E ECH Tax rates may be configured from this screen and applied to the point of sale via standard upload The options include enabling the VAT system combining all taxes on the receipt where applicable and making loyalty cards taxable Creating a new tax Is achieved by clicking the green plus sign at the bottom of the interface giving the new tax a name determining its percentage rate and what items that rate will apply to Services products and gift certificates are currently the selections 188 Software Settings Tickets Misc Reports Inventory Birthday Settings Allow servicing for non production clock ins Allow selection of House Sale for ticket receptionist Enter customer description when creating ticket Require all tickets closed before closeout Use Customer Database Toggling this setting will activate or deactivate the Customer database for the purposes of new ticket entry Having this set to No can cause problems in record keeping but for Software Settings Taxes ee Appointments Workd Search SMS Alerts Tips Save Settings Tickets Use customer database Allow customer lookup Skip button Require Last Name Skip receptionist selection screen Allow tickets to be edited in servicing Allow services to be pre selected Sort pre selected services by Require pre selecte
137. The preselected services during the checkout process will be presented either in order of their code order description based on this setting Require Pre Selected Services Enable this option to require employees to pre select services during new ticket creation Pass Pre Selected Services to Check Out Enable this option to allow services that have been pre selected to move to the check out screen If this option is disabled services will need to be selected again once the ticket moves to check out Allow servicing for nonproduction clock ins Having this setting toppled to yes will allow receptionist and other non production employees to perform services if needed Auto select repeat for customers The system will automatically assume that every customer that is processed in the point of sale system will be a repeat visitor if this is set to yes Auto select new for customers This setting is the polar opposite of the one above in that it will allow the system to presume all customers are new as opposed to repeats New Customer Entry Mode Toggle for the desired type of new customer entry mode The available types are Traditional In the traditional mode the customer database fields flow in a traditional manner name address city state zip code Quick In the quick mode the most common customer information is arranged first Also the zip code field comes before city state etc which populate based on the zip c
138. To 5 5 2014 Grand St Total Invoices 6 84 57 Total Invoices 9 188 29 A very lengthy and in depth multi store product sales report allows for several salons to compare their retail performance and further break that information down by individual employee Sales Multi Store Sales report 5 1 2014 5 5 2014 i Extra Extra Total Product Total Total Net Si Prod Service Reg Service Ki Service Total Sales Ki Sales Cuts Cust ticket Prod Voids Redos Walks Indian Trail 2415 00 100 00 0 00 0 00 2415 00 93 90 3155 30 6 04 Sib A0 180 172 14 54 324 54 0 D 0 DD 20 0 00 39 20 Kemp Blvd 4048 00 100 00 30 00 0 00 4046 00 90 50 3140 78 320 S419 78 215 260 315 59 329 08 11 0 2 133 20 T r2 146 92 SW Boulevard 54155 00 100 00 30 00 0 00 4755 00 97 44 51093 30 250 34204390 216 287 314 86 332 83 D o o i Totals 10618 00 100 30 00 0 3108618 00 96 27 3411 36 3 79 511025 00 591 728 3515 15 32309 17 0 2 Meant to be a very detailed report for comparing the performance of several salons at once and it does this task quite well With multiple filters this report can provide an endless amount of research potential Sales Overview Multi Store Sales Overview May 1 2014 May 6 2014 sor sd em eget a C51207 L1 3950 31 322 40 0 00 4272 71 128 52 30 74 0 00 0 00 0 00 235 7 8 0 0 Indian Trail 2415 00 155 30 0 00 2570 30 99 2 24 34 0 00 0 00 0 00 172 3
139. Week Starting Cuts Cuts Day Color Net Retail Net Wax Net Treatment Net Other Sve Total Sales Prod Hr Non Prod Hr RPC CPH SPC MTS Total Sales Hr Voids New Cust Refunds Credit Card Mon 14 Apr o MA 0 00 0 00 0 00 0 00 0 00 0 00 0 0 00 0 so 0 0 00 0 0 Ki 0 00 0 Tue 15 Apr N A 0 00 0 00 0 00 0 00 0 00 0 00 o 0 00 0 so 0 0 00 0 0 0 00 0 Wed 16 Apr N A 0 00 0 00 0 00 0 00 0 00 0 00 o 0 00 0 so 0 0 00 0 00 Ki 0 00 0 Thu 47 Apr MA 0 00 0 00 0 00 0 00 0 00 0 00 o 0 00 0 so 0 0 00 0 00 0 00 0 Fri 18 Apr N A 0 00 0 00 0 00 0 00 0 00 0 00 o 0 00 0 so 0 0 00 0 00 Ki 0 00 0 Sat 49 Apr MA 0 00 0 00 0 00 0 00 0 00 0 00 H 0 00 0 so 0 00 0 0 0 00 0 Sun 20 Apr MA 0 00 0 00 0 00 0 00 0 00 0 00 H 0 0 00 0 so 0 0 00 0 0 0 00 0 Totals o o 0 0 0 00 0 00 0 00 0 00 0 00 o 0 0 00 0 so 0 0 00 0 0 0 00 0 Apri7 o 0 00 0 00 0 00 0 00 0 00 0 00 H 0 0 00 0 so 0 0 00 0 00 0 00 0 May 1 o 0 00 0 00 0 00 0 00 0 00 0 00 o 0 0 00 0 0 0 0 0 00 0 00 0 0 00 0 Apri1 o 0 0 0 00 0 00 0 00 0 00 0 00 H 0 0 00 0 so 0 0 00 0 0 0 00 0 Instructions Some of the field headings may be hard to understand They are described as follows RPC Retail Per Cut Is the average amount of retail Product sales Per Cut Services in Cut category sold Calculation Net Retail of service cuts CPH Cuts Per Hour Is the average number of Cuts Services in Cut category
140. ad Not Implemented yet Email notification when store connects Not Implemented yet Remote Access Username rogerspos Password cfa This submenu gives the user access to the SuperSalon point of sale system s networking settings This General button is populated by default when the submenu first loads and it shows a layout of statuses and the method for remote backdoor access to the SuperSalon system itself Last connection time This time readout indicates the last time the POS connected with iOffice This is usually the result of an upload and is a good indicator of how current the iOffice data is at the time Last IP Address This number is in hyperlink format and shows from what IP address the aforementioned connection was made Clicking on this link will connect the user to the POS backdoor if enabled and give them direct access of all live SuperSalon functions in real time Apache Port This is the specific port on the router and or PC which acts as a gateway for backdoor access The port will almost always be either 80 or 8080 with a few exceptions in the cases where clients have a more complicated networking setup Remote access This displays the current user name and password that the user will be prompted with when they first connect via backdoor 155 Internet Setup Dialup Editing settings for RSD Documentation Internet Setup General Office Upload Dialup Account Phone Number 55586
141. ad is recent Days Open j ae Days Open Gross Sales Projected Month Met Sales Projected Month Last Year Selected Stores For Selected Cuts Day j E l Previous Year per day Gross Sales per day Net Sales Total Net Total Net Wenatchee 5 ap 63 20 1036 80 31104 00 1028 60 20858 00 34505 41 5142 99 L1 5 30 4480 884 99 26549 70 866 54 25995 20 24109 77 4332 71 Yakima 5 ap 69 20 1272 85 38185 50 1251 45 37543 50 27311 37 8257 24 Totals 3 59 07 1064 88 95839 20 1048 86 94297 70 86027 55 15722 94 Much like the previous report this displays the selected stores on top of each other in a column to compare sales data based on figures from the previous year 53 Package Contribution Report Package Contribution Report From 5 1 2013 To 5 5 2014 wa EE ST LE Another very useful research and forecasting tool for businesses that are running package promotions Multiple salons and multiple date ranged possibilities make this report one of the more popular in this section Product Orders Product Orders Multi Store Report Date Range April 1 2014 April 1 2015 Product Sales Total Store PO Name PO Date Status Order Total Cost Order Received Cost der laut 4 eeben 1405011 1405011 05 01 2014 Received 70 32 70 32 1507 94 1404081 1404081 04 08 2014 Received 48 33 48 33 1507 94 1404032 1404032 04 03 2014 Received 221 14 221 14 1507 94 1404031 1404031 04 03 2014 i 393 27 393 27 1507 94 1404301 1404301 04 3
142. ade available for selection as well as the date you wish the discount to expire This will allow you to enter an entire group of promotional discounts in advance For example if you receive a promotion calendar for an entire year you can enter them all at once Discounts appear when their start date occurs and disappear when the end date passes If you leave these dates blank the discount will immediately be accessible and it will not expire House Sale Only Requires Override lf the discount applies only to a House Sale or Requires an Override check these boxes Discount Value This is the amount of the discount that will be subtracted from the retail price If you leave this field set to 0 you will be asked to enter an amount during the sale This allows the discount to be variable This works well for discounts such as Dollars off Percentage off Spin the wheel for your discount or other variable dollar or percentage off discounts that will be entered at the time of the sale 121 Applies To If you select Line here the discount will be applied to any items selected If you select Subtotal the discount will be shared by any items you select For example if you have a 4 discount applied to Line each item you select will be reduced by 4 If you have a 4 discount applied to Subtotal part of the will be applied to each of the items you select depending on what percentage each item is of
143. ansfer Yes No Automatic Non Prod Time Transfer Length 0 minutes Transfer Time after working 0 hours Automatic Split Shit Adjustment Automatic Split Shift Adjustment Enable Split Shifts Yes No Bonus Time for split shifts minutes Save Settings Overtime for over 8 hours day lf the system is being used in a location where overtime pay must be paid to employees who work over eight hours a day select Yes Overtime After Enter the number of hours an employee must reach per week before overtime is applied Automatic Employee Breaks some salons require breaks to be taken at certain intervals For instance if enabled a 30 minute break time is automatically deducted after working 5 hours This means the employee should have taken 30 minutes worth of breaks in the course of the five hour shift These entries appear on the time card report in the break column 163 Automatic Split Shift Adjustment If you use split shifts in your salon you can enable their tracking here If you would like to give a bonus to employees working a split shift enter the amount of time the bonus is worth Payroll Bonuses Pay Periods Editing settings for RSD Documentation Pay period Commission Setup General Timecards Pay periods Commission Pay periods Select Pay Period Default Pay Period Setup Start Date End Date 1 Sunday 06 26 2011 gt Saturday 07 02 2011 2 Sunday 07 03 2011 gt Saturday 07 09 2011 3 Sunday
144. ap Functionally the Reconcile Report is the same as the Salon Dashboard report as far as the core information presented is concerned The primary difference between the two reports is how the information is displayed and the lack of any extra employee customer service or discount details 98 Schedule Forecasting Schedule Forecasting Scheduling Forecast based on week of April 28 2014 May 4 2014 1 week Employees Needed Mon Tue Wed Thu Fri Sat Sun 07 00am 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 08 00am 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 09 00am 55 80 1 86 99 90 3 33 57 80 1 93 12 95 0 43 bf275 2 43 125 70 419 7495 2 50 10 00am 81 70 2 72 4485 1 50 4485 1 50 85 70 286 14 95 0 50 57 80 193 140 60 469 11 00am 59 85 2 00 4285 1 43 61 90 2 06 pro 2 49 257 80 1 93 69 85 3 00 121 65 406 12 00pm 106 75 3 56 14 95 0 50 52 90 1 76 SD dh 236 97 80 3 26 85 70 286 98 65 3 29 01 00pm 57 80 1 93 61 85 2 06 29 90 1 00 67 80 2 26 98 65 3 29 247 60 8 25 RI CU 2 92 02 00pm 29 90 1 00 37 90 1 26 10465 3 49 57 80 1 93 85 70 2 86 130 60 435 93 70 3 12 03 00pm 14 95 0 50 4285 1 43 65 80 2 19 99 80 1 99 175 65 3 86 65 70 2 86 938 65 3 29 04 00pm 22 95 O77 25 90 0 86 66 75 223 10420 349 7157 65 506 130 70 436 bf275 243 05 00pm 106 65 3 56 14 95 0 50 35 90 1 20 55 80 1 86 97 70 3 26 98 65 3 29 piera 243 06 00pm 8 00 0 27
145. ax on the tax setup screen Store Setup tab Software Settings Sales Taxes Current Taxes Add Tax Select the Additional Tax button and choose the additional tax to apply to the product Additional Tax Behavior select the Additional Tax Behavior button to choose whether the additional tax should replace the current tax for the product or add to it This is useful in situations where a specific product has a higher tax rate than other products you may sell Scanner Code UPC This field allows you to enter the UPC code for a product If you are using a barcode scanner you will need to enter these numbers The quickest way to enter these numbers is by using the barcode scanner However this method is not available in iOffice 132 Transition Scanner Code UPC This is a special field for use when a particular product is in a transition For example a particular product is re packaged but there are both types in stock Enter the newly packaged barcode into the Transition Scanner Code UPC field and either barcode will bring up the same product Applicable Discounts Choose the discounts you wish to allow for the product Choose All or None or use the Ctrl key to choose multiple discounts The Inventory Manager Inventory Manager 1 Enter a product code or UPC No product was found a valid product code or 2 Select Action 3 Select Description 4 Enter Quantity Receve Adjust In Adjust Out Uu Transfer ln
146. axson Langley Jaxson Langley Jaxon Langley Jazmyn Lange Jazmyn Lange Zack WoC Harold Clark Harold Clark Caleb Koontz Caleb Koontz Visited on 1 7 014 Harold Clark Harold Clark Harold Clark Robert Keckeis Robert Keckeis Robert Keckeis Rober Rei Seen This report shows a breakdown of all non returning customers it allows the user to conjecture as to why based the color coded indicator of time passed since last visit 38 Customer Visit Customer Visit Report 4 2 2014 To 4 2 2014 Brenda Customer 02 04 2014 pg 95 a Ingia Customer 0204 2014 d 16 95 KEE be IL Sen Ill Lena 1808 Wen LI Goen Ill Lesen es BEE EEN Customer 0204 2014 1895 O 35 Pac ee Tt ae Vicki Customer 02 04 2014 pas 95 e F o oo pel See Ill L ts jet IL Seen Ill Lena ts EE ERC 431 6 Displays all customers who have visited during a given date range and the amount of times they have visited based on that time frame 39 Daily Traffic NOTE The numbers being reported are the average customers for that time period All numbers are rounded to the next highest whole integer Daily Traffic jami Monday Tuesday Wednesday Thursday Friday Saturday Sunday Hour Totals TE 9 00 am 2 11 00 am 5 1 00 pm 5 3 00 pm 5 5 00 pm A 2 7 00 pm 0 0 Totals 32 0 0 KT 40 34 29 This report is broken down by days of the week based on the date range entered in by the user It is further
147. ber State 10 18 2013 10 17 2014 05 19 2014 10 18 2013 Brow Membership Promo 10 17 2014 Active El Show Member Zip 10 19 2013 10 18 2014 05 19 2014 02 17 2014 E L 10 18 2014 Active Fl show Cardholder Name 40 19 2013 10 18 2014 05 19 2014 40 19 2013 Brow Membership Promo 10 18 2014 Active Z Show Last 4 digits 40 29 2013 10 28 2014 01 29 2014 10 29 2013 E L 10 28 2014 Late CH Expiration Date 11 01 2013 10 31 2014 06 01 2014 01 17 2014 Brow Membership Promo 10 31 2014 Active EE 05 03 2014 41 02 2014 NIA 01 17 2014 Brow Lip Services 41 02 2014 Active Show Billing Address 41 04 2013 11 03 2014 06 04 2014 02 17 2014 E L 11 03 2014 Active Show Billing State 11 05 2013 41 04 2014 05 05 2014 04 03 2014 Brow Membership Promo 11 04 2014 Active E Show Billing Zip 11 08 2013 11 07 2014 05 08 2014 11 08 2013 Brow Membership Promo 11 07 2014 Active T Show Current Status 41 09 2013 11 08 2014 05 09 2014 11 09 2013 Brow Membership Promo 11 08 2014 Active El show Number Of Visits 41 09 2013 11 08 2014 05 14 2014 04 14 2014 E L 11 08 2014 Active Wi akoi Toti Cost ai 11 14 2013 11 13 2014 05 28 2014 04 28 2014 Brow Membership Promo 11 13 2014 Active 4 201 3 2014 05 14 2014 4 20 Brow Membership Regula 2014 Active A very detailed report that shows membership activity based on a large amount of user defined filters This report and the two subsequent to it are only available to accounts who are utilizing customer memberships for their services Membership Cancellations
148. can remove all store services if used incorrectly Please call 886 458 1001 if you are unsure of how this works Synchronize Instructions 1 Select the master store at the top that has the services you wish to synchronize 2 Select desired synchronize options from the left side 3 Select services from the middie section that you wish to have copied Press the CTRL key while clicking on an order to select multiple tems 4 Select all stores from the right selection box that will receive selected Services Press the CTRL key while clicking on an store to select multiple items 5 Select an action to perform at the bottom and then click the Go button Definitions Update type o Add and update This will behave the same way as tt always has it will add a Service if it is missing Update existing services only This will not add any new Services H will only update the matches between the Master and Receiving locations Synchronize Test The next step is to select the options from the left that will correspond with what the user will like to have accomplished with this store synchronization Pay special attention to these options as making a mistake could result in one or more databases being either damaged or corrupted if they are configured improperly 147 Syncing Services Continued After the owner selects the appropriate options from the left they can then select the individual services they wish to have synchronized over Multiple serv
149. d at the time of customer creation and are only counted when the customer is used on a ticket that completes Check Out When the Statistics are listed in the various iOffice reports they are usually presented with a count of the number of customers who fall into that category and in some cases the amount of Net or Gross revenue generated from their visits At times this is further broken up between Net Service Product and Gross Service Product In situations where Customer Data is not known because it was not entered iOffice uses a separate category called Unknown to display the information Discounts Reports that show discount amounts do so by looking at which discounts are applied to a service or product at the time of Check Out The total amount subtracted from a particular product or service sale will then be displayed In order to ensure that the totals represented in this column are accurate it is important to make sure that the discounts your locations choose to use are set up properly as well as applied correctly at the time of Check Out Discounts have modifiers such as Free Service or Bounce Back which can also be used to gather specific data demographic data Gross Net Gross is the amount of money the location brought in before discounts are subtracted from the total Net is the amount of money the location brought in after discounts are subtracted from the Gross Both figures do not include sales tax or employee t
150. d services Pass pre selected services to check out Auto Select Repeat for Customers Auto Select New for Customers New customer entry mode Allow Commission splits checkout Auto complete all tickets in a multiticket Allow Editing of Previous Day Tickets Automatically void waiting tickets after some walk in stores it soeeds up the POS Allow Customer lookup skip button This setting will determine whether or not a Skip button will be placed in the POS interface during ticket processing to allow the user to forgo looking up a customer s information Require Last Name Tickets cannot be entered into the system with a blank field were a last name should be if this setting is toggled to Yes Skip Receptionist Selection Screen This setting governs whether or not a lookup screen for the receptionist will appear during ticket processing 189 ves ves Yes ves ves ves E Yes ves es ves ves Tig ih ves Yes ves ves ves Yes Wait Time Uploads Retail Discounts No Si No No No No No Ri Code No No O Ne T No No Traditional No Si No No No No Ne minutes 0 to disable Allow tickets to be edited in servicing With this set to no stylists and managers will not be able to make any changes to tickets once they have been entered into the system in place in either waiting or servicing Presort selected services by
151. e Learning Demo 1432 Spaghetti Pockets Way This displays the current footer that is appearing on all printed receipts this usually includes a thank you and contact information as well as the attending stylist Receipt Printer New Customer Footer Editing settings for RSD Documentation Receipt Printer Settings Hardware Options Default Footer Additional Footer Rate My Visit Footer New Cust Footer This footer will be added to all receipts for new customers The footer text will be automatically centered Use New Customer Footer This print out will appear only on the receipts of new customers Many times owners wi attach a special offer or promotion to this particular receipt It will however need to be enabled before it can be used 174 Receipt Printer Additional Footer Editing settings for RSD Documentation Receipt Printer Settings Hardware Options Default Footer New Cust Footer Rate My Visit Footer save Settings Additional Footer If enabled this additional footer will be used in place of the default footer on sales receipts based on the settings below You win a free haircut A Display every tickets Setting this to D will disable the additional footer This can be programmed to print out at desired increments perhaps every 100th customer Select Additional Footer to add text and set how often you would like it to print We recommend a sign that says Check your receipt to se
152. e No e N A Weekly e A e ALFRED CH TEST No e N A Weekly e 5v D Suazo No v N A Weekly e 2 e Dave CC4K Test No e N A Weekly 5 e Dave Rowe Test Store No e N A Weekly A e Dave Rutherford Demo System No e N A Weekly e 4v Store Name In addition to the Store Number and Data Enabled fields there are a series of dropdown menus that can be changed and committed by way of the large blue Save button Special attention should be paid in this screen most notably in regards to the Store Version dropdown menus Having to redo information in this interface can potentially Cause a complicated mess especially if the discrepancy is not noticed right away Using the Date Enabled is not necessary unless in instances of switching a salon s status from disabled to enabled This will then be the date that will be the first reported for after the change While store owners can configure the specific salons that belong to them from this interface only SysAdmins and Support have the administrative access required to attend to all locations at once There are no iOffice updates or releases in the foreseeable future that will deviate from this policy Finishing with the Settings page the E Royalties tab in iOffice has now been fully documented and illustrated The next two sections of this publication will cover the E Royalties report as well as setup instructions for the feature itself 210 211
153. e also available on the point of sale iOffice gives its users the unique ability to explore reporting data over several salons at once or even across several franchise accounts depending on user access In addition to these powerful reporting data storage and administrative functions iOffice 5 also provides users with the following great features as well as several more e Real time announcements on the iOffice home page in the event of system outage or maintenance e Unlimited access to Rogers Software s SuperSalon documentation user manuals and instructional video library e The ability to synch products services discounts and several other features across several salons at once with our StoreSynch feature e Monitor and submit E Royalties for many franchise concepts in just a few easy steps e Compose text messages to be received either individually or en masse to several users and locations at once e Secure global access to your data 24 hours a day 7 days a week with almost never a moment of downtime e Reduced downtime in the event of equipment failure due to regular updating of critical data which can then be downloaded into a new system The iOffice Home Page iiles Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Welcome to iOffice by SuperSalon Contact Support 888 458 1001 e E SuperSalonPO
154. e if you have won To disable this option set it to 0 Receipt Printer Rate My Visit Footer Editing settings for RSD Documentation Receipt Printer Settings Hardware Options Default Footer New Cust Footer Additional Footer Rate My Visit Footer save Settings Rate My Visit Footer This footer will be added to all receipts in the RateMyVisit com Section This footer should be used to advertise incentives discounts to use RateMyVisit com The footer text will be automatically centered This footer is to be configured for those users who are utilizing Rogers Software and SuperSalon s RateMyVisit feature which incurs a monthly fee This feature allows customers to fill out a survey online with a discount on their next visit as an incentive The individual footer can be configured from this screen 175 School Settings Editing settings for RSD Documentation Settings Prompt for Credits at Ringout Yes No Prompt for Grades at Ringout Yes A No bw ng Ze Cancel Tuition Settings Tuition Types Monthly E Semester w Yearly T amp New Tuition Type Service Credit Categories New Category Category HCs VI Gi Service Credits ell New Credit No Credit Matches Prior to configuring these settings the user must first be sure that School Settings are enabled Setup Tab Software Settings System School Settings a new button called School Settings i
155. e preselect menu Please note that not all settings that appear here will be available to your location depending on your version Please contact support for more information This utility allows owners and their authorized managers to make quick settings adjustments on the fly to any of the stores in their account Created after popular demand this utility also presents the user with the possibility of unwittingly making an adjustment they didn t plan on Users should be aware that no settings adjustments will take place until the target store performs a standard upload All settings available to users in the Setup gt Software Settings menu are also available here and changes are quickly distributed to all salons Allow duplicate services in package Auto prompt for Split Commission in checkout Allow Split Commission in Service Setup Skip Ticket allows you to bypass th Services buttons in Customer Lookup ticket directly to checkout Allow Edit Commision at Checkout Discounts return to First Page Please note that not all settings Enable Auto Discounting Enable Price Groups Enable Service Requests In System Enable Ticket Number Entry Use Gender Based Pricing Rearrange details in Sales Register show customer information in release header Enable HUL Package Sale Enable HUL Series Sale Maximum number of items for Add Quantity Prevent Tickets with a Refund from being part of Multtickets 15 Setup Store
156. eckout Alert Message Enter the message you want to be sent out to customers after Check Out In order for the message to be sent Send message X minutes after checkout will need to be enabled There is a 140 character limit 199 Return Visit Reminder Message Enter the message you want to be sent out to customers as a reminder to return to the salon In order for the message to be sent Send message X days after checkout will need to be enabled There is a 140 character limit Birthday Alert Message Enter the message you want to have sent out to customers as a congratulation for their birthday In order for the message to be sent Send message X days before customer s birthday will need to be enabled The format should be as follows HH MM AM or HH MM PM Software Settings Tips Editing settings for RSD Documentation Software Settings Tickets Appointments Wait Time Uploads Inventory Birthday Settings World Search SMS Alerts Retail Discounts Inventory Manager 1 SHRINK THEFT CycleCount 2 BREAK DEFECTIVE 3 SALON USAGE 4 OTHER 5 VOID RO 6 RETURN TO VENDOR 7 RE SELLABLE RETURNS 8 PROMO BREAKDOWN 9 TESTERS 10 Tips Tip adjustments on timeclock yes No Subtract Tips from Computed Cash O yes No Subtract tips from change on checkout yes No Employee Tips yes O No Only show Tip prompt for service sales yes No Auto Credit Tip gt Employee Yes O No Enable Tips
157. ed work in the iOffice environment Getting There iOffice can be accessed from the SuperSalon homepage at www SuperSalon com and you will find the link to iOffice on the top of the homepage as seen on the image below Once there the user is greeted by the attractive young woman who maintains her silent and studious vigil over the iOffice login screen uperSalon ouch Screen Salon Manag Home SIMPLY POWERFUL SOFTWARE See why SuperSalon is the THE 1 TOP SELLING touchscreen software for salons and spas Logging In To login to iOffice you ll need an authenticated user name as well as an encrypted password If these two credentials have not yet been set up for you please contact Rogers Software Technical Support at 1 888 458 1001 to have these set up for you Password Requirements Due to our servers security requirements and our commitment to keeping client data as safe as possible we have the following requirements for any encrypted password that has access to iOffice The password must contain at least one capital letter one number one symbol etc and must be at least 8 characters long Example pa2sw rD1 Why are the Password Requirements so Stringent A common tool for cyber criminals is a program that randomly guesses passwords based on typed character combinations Having a mix of capital and lowercase letters numbers and symbols together in the same login credential greatly reduce
158. edit the ticket indicates there is a service or product on the ticket with commission being applied to someone other than displayed employee Legend Edited Tickets Multi Tickets En Service Ticket Pay A ID Date Stylist Receptionist Customer Status EE 05 18 2014 Tracy Hillary f 13 American 1 40 01 48AM Yoni Completed Dei 18 00 20 00 Express Jessica 6 mins 2 lbie Soara Completed 44 34 00 34 00 Visa 3 10 03 11AM N unez mins 05 18 2014 Teresa Hillary American 4 40 03 52AM Reza Completed 8 mins 37 57 37 57 Expre 05 18 2014 Ramona Hillary 22 5 40 04 14AM Irene Completed Bei 16 00 16 00 Visa Rosa 17 6 05 18 2014 Hillary Colt mins 7 10 04 33AM Martha oo mins 8 neghighiiad Alba gege Jeff Completed 9mins 18 00 20 00 Cash 05 18 2014 Jessica Hillary 33 9 40 08 15AM Jason Completed niia 16 00 20 00 Cash 05 18 2014 Teresa Hillary 15 10 40 08 25AM Jason Completed sie 18 00 23 00 Vi 05 18 2014 Teresa Hillary 20 11 40 08 42AM Dave Completed Bes 18 00 38 00 Visa 05 18 2014 Ramona Hillary 22 12 40 10 57AM Bruce Completed tana 18 00 22 00 Vi tcl iy eos Scott Completed 13 7250 7250 vi The search sales screen is easily the most used auditing tool for getting specific information on specific tickets that have been run through the system at any time This list will be as up to date as the most current upload from the SuperSalon point of sale system at the salon itself and it gives users the abilit
159. eed to create other timeclock positions to reflect other activities such as banking meetings or other activities that may go outside of the scope of the current position Maybe your staff gets an hourly bonus if they are in training This submenu is where those new positions can be created and edited as well as additions made to currently standing ones 171 Below is a sample of the New Position screen and all that needs to be input here is the name whether the position should be tracked as far as production and any hourly bonus that may be incurred while clocked in at this position Saving the information locks the settings in the database making them instantly ready to use Editing settings for RSD Documentation New Position Name Track Production Hourly Bonus Receptionist Yes e 2 00 E h SS Cancel Receipt Printer Hardware Editing settings for RSD Documentation Receipt Printer Settings Options Default Footer New Cust Footer Additional Footer Rate My Visit Footer Save Settings Hardware select Receipt Printer Ithaca 6i0 M COM Connected To This cannot be changed from the Office Use this printer Enabled M The initial hardware screen of the Receipt Printer submenu in iOffice is a read only display of the current settings of the installed receipt printer The iOffice user can only view these settings and cannot make any changes They can however make adjustments to various settings and print outs made b
160. eport Employee Production Detail Report May 1 2014 May 1 2014 Name Arrick Employee 598 Days D Ten R ss Perte Hours Worked me M T00 Redos o o 1 0 00 Request poo o i 0 00 Total Haircut Base QTY GA Oo Ko 0 00 Total Haircut Other QTY a O ee ee 0 00 Total Haircut QTY E E WK ee 0 00 Categories Gross Days 01 Det o Percent Hair Cut EE 0 00 Wax EE 0 00 Color A0 D i 3 0 00 Treatment Dm 200 D 0 00 Other oo oo ooo 0 00 Shampoo oo oo D 0 00 Men s Services A0 D i 3 0 00 Style a a a ee 0 00 Services Gross supercut o oo 00 D O 0 00 Supercut Sr 000 nn np 0 00 Buzz Cut Single Guard ow ow o0 0 00 Waxing Eyebrows owo 200 o 0 00 Waxing Lip o owo 200 n O 0 00 Glazing 8 oo oo ooo 0 00 T3 Exper ADD ON Service ow on H 0 00 REQUEST e 0 00 Shampoo As Add on a oof o 0 00 Beard Trim oo oof o 0 00 Flat Iron Service owa ooo 0 0 00 Name Arrick Employee 598 Totals Days 01 total o Percent Service Gross a oof o 100 Service Refund SC T Senice Discount ow ooo o Service Net Dm 200 D Product Gross Dm 200 D Product Discount oo D i D ProductNet A0 D i D Total Prod Hrs 0 0 Total Haircuts 0 Gross Brys Hour 0 00 Net Ticket 0 00 Total Other Hrs 1 00 Haircuts Hour 0 00 Net Srvs Hour 0 00 Gross Ticket 0 00 Total Hrs 1 00 Avg Gut Time 0 mins Gross Prds Hour 0 00 Net AGut 0 00 Male Cust 0 0 Avg Between Cuts 0 mins Net Prds Hour 0 00 G
161. erSalon after the subsequent upload Store Username This is assigned by Rogers Software Techincal Support and is the POS system s unique ID on the iOffice server This is accessed via secure connection to the upload host upload supersalon com Store Version Shows the most recent update applied to the POS system the figure above shows this last update to be to the new Upload system 157 Mode This allows the user to select between a set interval or a list of specific times for the SuperSalon POS to upload Interval Displays the time in minutes between standard uploads within the given time periods List Mode Settings This is where the owner configures the specific upload times System Auto Restart This field when configured with a specific time will govern when the POS at the salon will automatically reboot If left blank the POS will never restart unless manually made to do so by the user Owner Password Owner Password Setup New Owner Password Update Selected Stores Select stores to update with new owner password Show All Accounts M Select Store Name Current Password E a The Owner password is the skeleton key for every aspect of the SuperSalon point of sale system and it can be changed universally or for just a few specific stores from this submenu 158 Payment Methods General Editing settings for RSD Documentation Integration Setup Credit Card Processor Setup Gift Card
162. erical value entered in the box 191 Software Settings Tickets Bottom Options Tracking Options Customer Gender Yes Require New Recurring yes CC neo Customer Age No Quick Sale Demographics yas Ve Customer Source Yes Current Offer No Customer Sources 1 2 TN 3 RADIO 4 DIRECT MAIL 5 FRIEND REFERAL 6 WALKEY D 3 Void Reasons 1 Walk Out long wait 2 Walk Out other 21 Hair Scalp problem 4 Unable to service 5 Upset Chiki 6 Noshow T Training 8 Mobile App 3 10 Tracking Options This series of tracking parameters assists in the reporting functionality of both SuperSalon and iOffice immensely Requiring demographics will paint a very good long term picture of the business environment and its associated ebbs and flows Customer Sources User can input various sources of customers in this section and save them for tracking purposes as well Sources could be anything from promotions walk ins or holiday traffic Void Reasons The user configures the different reasons for a ticket to be voided in these fields These reasons then populate in the lookup screen whenever a ticket is voided on the point of sale system Generalized void reasons include things like Customer Walked Out Unruly Child or Impending Apocalypse 192 Software Settings Appointments Software Settings Misc Reports Tickets Appointments Wait Time Uploads inventan Birthday Settings Ward Search SMS Aler
163. es Dollar v RoutingID Merchant Name Merchant Number Store Number Division 50000 Testing Username Testing Password Testing URL https webservices ce Production Username Production Password Production URL https webservices sto WW Save Settings Gift card processors may also be configured trom the payment methods screen as pictured in the illustration above As of present SuperSalon in iOffice recognizes SVS primarily as the most widely used gift card processor However others are available and used quite extensively throughout Rogers Software Development s many thousands of accounts And much like the credit card integration once the settings are made they should not be altered or edited in any way unless mandated by the individual processor or the result of a switch in service Retrieving this information once it is lost can be difficult and lengthy process as several parties will need to be involved 161 Payroll Bonuses General Editing settings for RSD Documentation Pay period Commission Setup Se TE Timecards Pay periads Commission General Pay period set Default is Weekly Every week starting sunday Payroll Mode Generic Payroll system e Request Charge Request Bonus Include request charge in service commission No Employee payroll method Use higher of Commission and Hourly Wage e The General section of the Payroll Bonuses screen shows a Summary of the current pay period
164. es figures such as Gift Card Certificates and Requests Gross Net Services or Products an Hour This figure is calculated by taking the Gross and Net totals for product and or services and dividing it by the total production hours an employee has Another name that this figure is also known by is PPH Production Per Hour Haircuts The Haircut field is calculated using the transaction data from the time of Check Out It is the number of services sold that have their Category set as Haircut Even if a service has the word Haircut in its name if the category is not set properly as Haircut it will not be counted towards the total Haircuts Hour When the total number of haircuts an hour is displayed this figure is calculated by dividing the Haircut count with the Production hours for a given employee 22 Non Production Production Hours Production and Non Production hours are calculated based off of the position used when an employee clocks in If an employee clocks in under a position that is not flagged for production then calculations that require production hours to complete their calculations will be incorrect In almost all cases employees who perform services or sell products will want to be clocked in using production hours while employees who focus only on administration or receptionist duties will want to be clocked in under a position not flagged for production iOffice displays hours that are not considered Produc
165. etric serves a specific purpose in regards as explained below e Salons Will Submit this Evening The number of participating E Royalty using salons that have all required information and are ready to be sent to Regis during that evenings upload cycle e Salons submitted and confirmed Number of salons which in the current reporting period have already submitted and completed the process of their royalties for their location 204 Salons Submitted and Pending Confirmation These are salons that have outstanding reports that have not yet completed the confirmation process but have been confirmed as submitted to Regis Ready to Submit Sales All requirements for submittal have been met and Regis is simply waiting on the owner to send tt Salons Missing Data This signifies that that there is information in the report that is either missing or unfinished The two most common causes for this are failure to upload or an incorrect configuration of closed days Salons Have Reported an Error Representative of all salons that have shown errors in their reporting for the current period 205 The Status Page The Status page shows a view of the participating E Royalties salons in a more organized format Designed to be read like a spreadsheet the columnar arrangement allows the user to quickly monitor and reference several salons at once The image below also shows the color coded statuses of each sal
166. eturning Customer Visit Daily Traffic Demographics Import Corporate Customers Points Rate My Visit source Trafic 35 Chemical Release Coach Haircuts Chemical Release Report 05 02 2014 05 02 2014 Click on a row to see chemical release receipt Date Customer Name e Digital Signature Signature For salons that require their clients to sign a release form in the event of chemical usage color perm etc this report will give a detailed roster of all signees for a given date range The results are broken down by date but other metrics included are both the digital signature and the name of any guardian signatures that may apply as well Clubs RSD Documentation Customer Clubs May 1st 2013 May 2nd 2014 Club Visits Visits We Love Haircuts Club 0 0 00 Style Club 0 0 00 Unknown 18 100 00 Total 18 100 00 For locations that have set up individual clubs for their customers to be a part of for promotional purposes this report will track the number of visits broken down by the name of the club This particular report however only displays the number of visits and does not track any revenue The visual example shown above shows three active clubs for this salon along with how many times their members have visited and with a percentage value 36 Customer Retention Returning Customers since visit Customer Return Percentage Customers in selected time Return customers to stylist si
167. g see ce cate goes seca vo cecien nee ese dee aeeectn meee ssadee cepaenseadeaesee 93 Beeler E 95 Production QV SOW ac ctosicisetestececnica de vcinasen estat de cite ertaeaceczegcestoseuciaauasdatioseiater ara r aiaa saiia iiri 96 Rafi 96 Be 9 1 8 8 ole deS eee ee eee eee 97 Reconcile Saima E 98 Se ee TE a0 21 er UN E 99 Se B EA E 101 TAK CONS CONS aaan pE naa EE E E A A EE E EE EE EA 101 TAS ACTON Um ET EE 102 SE AE EE 102 KEE Eege 103 WAND GOD AIS ON EE 104 kreie dE 105 Sieg Fifteen Services Ee el EE 106 INES AV OIC WISE EE 106 EE 107 OS VIS SOS E P E E PEE E E E E N E E 108 SE E ae le ar E E E AN 108 PartSixteen The Scheduler Eege een 109 A SIMI VC beer el 110 Seiler ET Te 111 Part Seventeen The Manager Tab 112 BN ie n Se e e eeee eee ee 113 OSS OU eege 114 KEIER eene 115 KE ee TEE 116 BI ONS A A E E ant euee vecoe oes yesusausevsuapeanieseesssanesedaen E E EE 117 FANA OCON ee eee ere eee eee ra ee ee ee ee 118 Ge lge Bio el 119 Reefer e EE 120 Seele 124 OPENING D 125 Klee 126 Soile tt 127 PICS ee e 127 re elfle ge e 128 FOG E 129 Frodu FSA VON E 130 The Nivenin WAV dee EE eege 133 De a 135 Kieler 136 EEEE eT oo ene ne ne ee EA E E eee ee eee ee eee 137 EE 138 EE EE 139 Se 140 Services Editing Ke te 141 SERVICES QUICK KEY Configuration enee enger egen 142 Sre GOURIN lt a eh eek ee ee ee een ee ee ee ee eee 143 SV FCT OM IZ ssa ses a E 143 Vond eee iE EE E EE EA N DE EEEE E E E E AE EEN
168. gt 20 m KESLER Services 13 186 65 33 94 6 50 0 00 180 15 332 75 100 Products D 0 00 30 0 00 0 00 0 00 30 0 Stats 5 5 h Dih 5 5 h 25 71 Cut Stats 6 1 09 20 06 m 19 57 m O m Alm NEVILLE Services 26 251 30 33 51 8 00 0 00 243 30 532 44 100 Products 0 0 00 30 0 00 0 00 0 00 30 0 Stats 7 Bibi Dih Bib EK 46 Cut Stats 13 1 73 17 61 m 16 08 m Tim im simkins Services 11 114 65 319 11 32 90 30 00 3111 75 3123 63 100 Products 0 0 00 30 0 00 0 00 0 00 0 E Stats Gih Dih Gih T1 29 Cut Stats 1 17 27 05 m 15 59 m Dim Sim House Sales Services 0 0 00 50 0 00 0 00 0 00 0 WE Products 0 S0 00 30 0 00 20 00 0 00 30 0 Stats O h Dih Dih D 0 Cut Stats 00 Dim Dim Dim Dim Store Totals Services 50 eoo2 60 329 08 317 40 SU 00 e005 20 3238 17 0 Products a 30 00 30 0 00 0 00 0 00 30 0 Stats 1h Dih 19h 52 KIK Cut Stats 26 1 37 Dim Dim 1 m 12 m Production Overview This report tracks gross net discount and refund usage and customer count for each stylist and can be generated for single days or expansive date ranges Refunds Refunds Report 04 01 2014 04 30 2014 P EK i e EES ES Gross Refund Refunded Date Ticket Product Type Description Employee Ticket e SCH UAI 24204 2 product Ifs a 10 miracle leave in product 4 oz Tanguay Colby 17 50 17 50 0 00 04232014 1 product Misc Product House Sale
169. h Check Last Count Count Gross Net Net Gross Net Net Com Gross Net Gross Gross Net Gross Net Count Count Deposit 0 00 0 00 0 00 0 00 1 0 130 52 H o 0 00 55 00 55 00 o s2 78 34 24 29 s8 S0 0 00 0 00 0 00 0 00 2 s0 o 0 00 55 00 55 00 A very detailed report that compares multiple salons at once based on several user defined filters that can be selected or unselected depending on the nature of the data needed Weekly Overview Multi Store Weekly Monday May 5 2014 May 11 2014 Retail Service Retail Service Stylist or Total Total Store NetS or NetS or 3 Retail Tans S GC Volume or Men Wmn Child New Client or Grand St 570 00 86 73 21 98 80 54 3 88 521 98 50 00 0 00 50 00 5591 98 68 50 20 g 1 amp 29 8945 L3 1017 85 82 59 18 75 94 17 1 84 18 75 50 00 0 00 0 00 51036 60 83 34 26 24 2 24 52 84 19 Ruby 377 00 91 87 20 00 95 62 5 31 20 00 0 00 0 00 0 00 397 00 92 20 23 5 0 8 28 91 11 Totals 1984 85 86 71 60 73 93 20 3 09 60 73 50 00 0 00 0 00 2025 58 87 12 69 37 3 34 109 88 14 This is yet another comparative report designed to be run for multiple salons at once on a given date range and it tracks several metrics from total volume to customer demographics D eMail Capture Report Email Capture Rate Customers Visited April 2014 vs May 2014 store Employee Email Total Percent Previous Month Email Previous Month Tota
170. ham 10 14 REGIS PM Sham o 2 1 320 7 99 7 99 01 23PM 05032014 PM75818 Super Skinny Serum 8 5 OZ REGIS PM Style o 2 1 998 26 98 13 49 11 30AM 05 01 2014 PM83987 Superskinny Relaxing Balm PM Style o 11 1 680 17 98 17 98 08 19PM 05 02 2014 PM84148 Lavender Mint Shampoo Ltr PM Sham o 4 1 12 70 34 75 341 75 11 30AM 0501 2014 PM84149 Lavender Mint Conditioner Ltr PM CONDITIONER o 4 1 14 00 34 99 24009 11 30AM 05 01 2014 PR12951 Jpms Lemon Sage Duo REGIS PM Promo o 1 14 11 02 24 95 19 96 04 35PM 05032014 RKB9865 FOR MEN Manover 3 4 OZ REGIS Redken Style 0 1 1 5 62 14 00 14 00 11 13AM 05 03 2014 RK1IG8695 Guts 10 10 58 OZ REGIS Redken Style o 0 1 642 17 00 17 00 05 46PM 05 01 2014 SC46687 Root Pump Plus 10 6 OZ REGIS Sexy Hair Concepts Style o 2 1 7 18 17 95 14 38 01 21PM 0505 2014 TR155288 CC Sham 10 1 PEELS TOTAL RESULTS Sham o 3 1 380 9 00 7 20 11 25AM 0501 2014 TR155291 CC Cond 10 1 PEELS TOTAL RESULTS Cond o 4 1 360 300 7 20 11 25AM 05 01 2014 TR1552968 MO Sham 10 1 PEELS TOTAL RESULTS Sham o 1 1 380 9 00 900 08 02PM 0505 2014 TR155297 MO Cond 10 1 PEELS TOTAL RESULTS Cond o o 1 380 9 00 900 08 02PM 0505 2014 TR155301 SL Cond 10 1 PEELS TOTAL RESULTS Cond o o 1 3 60 10 00 10 00 11 444M 05042014 Totals 82 41 235 51 606 63 498 55 Per Brand Totals Brand Qty Sold Total Cost Gross Net PM 23 137 39 349 88 283 42 TOTAL RESULTS 5 18 00 46 00 42 40 Keng 1 4 80 12 00 6 00 NIOXIN 1 7 80 19 00 19 00 Redken 2 12 04 31 00 31 00 Biclage 2 12 44 31 00 20 30
171. have been performec by the salon based on any date range The interface is very straightforward and clicking on the individual entry allows the user to edit the payment amount as well as view more detailed data Once the payment amount has been edited the user needs simply save the changes and they will enter the database with the new value It is highly advised that the corresponding setting in the POS be set to a very high permission value for you to better secure this particular functionality Price Groups Editing settings for RSD Documentation Price Groups Menu Add Group Edit Prices Exceptions Price Groups Name Employees Color Styling 56 W T sr The Price Groups submenu is a little different from the previous ones though the interface is still quite self explanatory Creating and editing new price groups are possible from this screen as well as creating exceptions After clicking the exceptions button the user is taken to a screen where they are to select the employee the exception is meant to apply to 12 Product Categories Editing settings for RSD Documentation Category Menu a 7 z Show Deleted Show Categories Category List iaip TTLES BATH amp BODY d CAPES GOWNS BRUSHES amp COMBS CLOTHS CAPS CHEMI Geet CAPSCHEMI CLIPPERS amp CLIPPERS A ACCESS COMBS COMBS amp BRUSHES CORE PRODUCTS CLIPPERS CONDITIONE CONDITIONERS COSM SPON COSMETIC
172. he Status page the user needs to make sure and check all E Royalty screens whenever performing routine tasks Another aspect that is unique to the History page is the ability on the part of the user to cancel recently generated but not submitted reports This is done via the aptly named Cancel button that will appear to the right of the listed report Creating a single E Royalty is also possible on this page as is seeing the status of more than one unconfirmed report 209 The Settings Page The Settings page though simple in appearance enables the user to make sweeping changes to each salon s E Royalty information and reporting metrics Below is an example of this interface along with some sample store data for better reference Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Overview Status Closed Days History 8 i Settings Select Account 1 Rogers Software Development Inc Matt Rogers v E Royalties configuration The Date Enabled field is only necessary when initially switching a salon from disabled to enabled You must enter a date in the period that will first be reported for If the date entered is in the past all reports that would have been due up until now will be generated and sent at once Regis Store Enabled Date Enabled Report Store Number mm dd yy Type Version AKTS Maddison Test No w N A Weekly 3v Alex Krize Test Stor
173. he Appointments tab in iOffice is a read only version of the Appointments tab on the SuperSalon point of sale system installed at the salon Here users can view and audit all past and present appointments as well as view new ones However this functionality is completely optional Some salons that perform their services on a walk in only basis will not find very much usefulness in this feature The Appointments functionality can be turned off or on by going into Store Setup Tab In iOffice Setup in the POS Software Settings System Appointments Show Appointment Tab If this feature is activated in iOffice the salon must make a standard upload and then press F5 to refresh the browser in order for the Appointments tab to appear The primary interface will show all scheduled and working employees as well as available and blocked times The Appointments tab takes information directly from the Scheduler functionality and applies it to its timing matrix This should be taken into account when scheduling and booking appointments due to possible overtime hours or substitutions of Staff 145 Part Nineteen Store Sync Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign ou Services Synchronization Products Notes EE Only stores setup fo e r Two Wa ed zapen ken display in the store select list Bee oa lly it will overwrite ser
174. he Store Setup Tab Card Swipe Settings Cash Drawer Company Info Internet Setup Owner Password Payment Methods Payroll Bonuses Permissions Pole Display Positions Receipt Printer school Settings Software Settings store Setup Upload Pat Utilities This tab contains the screens that comprise the nuts and 4 bolts of the SuperSalon point of sale system Several of these submenu items are contigurable only from the point of sale itself and not the iOffice interface They are included in the iOffice environment for viewing purposes but the functionalities are isolated only to the individual computer housing the SuperSalon program The Setup Tab includes all of the initial setup options to customize iOffice and the SuperSalon POS for your business Most of these options only need to be set once but they are available at all times should they need to be changed at either the salon or iOffice level If the entire system was purchased from Rogers Software many of these options may have already been configured prior to shipping the computer to your location And as with all major operations on the iOffice platform a standard upload from the store side POS is required for the settings to migrate 153 Card Swipe Settings Editing settings for RSD Documentation Card Reader Setup Select Card Reader Heartland E3 Wedge v Select Com Port COM1 Card Reader Timeout In Seconds ID Tech Secure Readers Only 10 Save
175. hip Cancellations wa jasisinaennneactsvicianatatbeataney peseen ie ceresra sha iaebeieonanbhsravesmrsiepeseieaanmaeimaivamtn 47 Membership tele nien dE 47 Membership Financial Hepnort kk 48 Part Eleven Multi Store ReportS enee edu ee ee ee eee 49 INGE FSC OFC SOTTO E 50 DAF OSUN ec pnts cecal E cine ata eleee owner esac smysmseeneheeanvaih axeacie Wecenanyetatesass 50 PIS COUN GPON EE 51 EMDIOVOG IONO ooruri pisen E E EEE EE EE EE EEEE E E E EEE E 52 MODICA IC or a E E E eee ee ee eee eoreer ee 53 MOAN Ae E 53 Mony deS Eelere DEE 53 Package Contribution Report enesnnennnnenennnnnnennnnnrnnnrrnanennnsnnnnnsernnserrnnnrrnnnsrrnnnnrnnnnrnnnnrnnnnennnnnrennnnee nnn 54 Produ ge 54 reeller 54 Product Sales Register Non EE 55 BUNS ebe 55 eS OVCE eege 55 Salon Sales Register Non VAT E 56 SE EE 56 Settings Comparison Fe ORL ee paetsiaeae eoepaannpunewherabvolrensatpaeeanimaaonennete 57 ERAK ease a a ee O EE E E E 57 Weekly Overview cccscccccccessssseeeeeecesseseeeeeeecsssaseeeeesessesaseeeesceseeaeeeseessseeseeeeeecseaaseseeeseseesaeeeeeesssssaeeess 57 eMailCapt re Report EE 58 Farn Uer OU OU Seca rsp eni aE EENE AE a EE 59 Comms OnE E 60 Commission COME EE 60 Employee Contact BE 60 E MDIOVOO Bl Ean ee E E E E a ae eee ee eee eee 61 Employee Membership Sales eases cancirgctnc cre carne cece ean batucecs ca aeae cpap ees ason nrc ensanbadsecdeens ene eerie 62 Employee e 62 Employee Production Detail Report ENNEN 63 Em
176. hort Qty Amount Cash 188 00 111 95 Products Net D 0 00 Check 0 00 0 00 Services Net 22 389 93 Gift 0 00 0 00 Gifts D 0 00 PCC Gift 0 00 0 00 Subtotal 22 389 93 Credit 277 00 112 02 Tax 0 00 Debit 0 00 0 00 Paidouts 0 00 Subtotal 390 00 0 07 Total 22 389 93 Over Short 0 07 0 00 Total 390 07 0 07 Sales by Stylists Emp Name Prod Hours Net Products Net Services Free Services Gity Total 101 Ara Faye 0 00 0 00 244 98 0 00 19 344 96 105 Han Younge 0 00 0 00 44 97 0 00 3 44 97 Totals 0 00 0 00 389 93 0 00 22 389 93 Sales by Service Type Name Qty Gross Discount Refund Hei Blow Ory 5 174 96 39 98 0 00 134 98 Color 2 0 00 0 00 0 00 0 00 Hair Cut g 139 98 0 00 0 00 139 98 Highlights 2 65 00 0 00 0 00 65 00 Treatment 2 19 99 0 00 0 00 19 99 Wax 3 30 00 0 00 0 00 30 00 Totals 7 429 91 39 98 0 00 389 93 This report tracks deposit sales and employee performance based on a user requested date range Because this report can easily take a while to compile the requested information it is suggested that it be ran for date ranges consisting of one day at a time The Last section of the Mini Transaction Report displays every single service that was sold during the requested date range The number of services sold along with their Gross and Net value is listed coupled with any discounts and refunds as well After each service Is listed the service totals are provided Weekly Detail Weekly Detail Report Week Starting 04 14 2014
177. ices may be selected by holding down the Ctrl key and clicking on each of them individually The option to select all is also available with a single click When the services have been selected the user may then select the receiving salons from the list on the right As with the services selection all or multiple salons may be selected with a few mouse clicks When these have been selected the user may then click the button at the very bottom of the screen that says Synchronize Test After about 1 to 2 minutes if all went well the synchronization test should produce a message similar to the one above Note that coloration and design are the results of the author s particular browser settings and not indicative of all iOffice windows If the test has completed successfully the next step is to do the synchronization itself 148 Syncing Services Continued Clicking okay on a test message will take the user back to the previous screen however in the place of Synchronize Test a new button labeled Synchronize Stores will populate at the bottom of the menu Clicking on that button will set the synchronization functionality in progress and depending on the size of the database and the amount of salons the information has to travel to the user will be greeted with the following screen for up to several minutes Service Sync Master Store Ryan s Demo x Service Sync Filter Show alltypes RJFILF
178. id Day Gross Net Gross Disc Ref Net Gross Disc Ref Net Git Tax Out In Leger e ee gend aer Ae Di Thu 877 00 877 00 863 50 0 00 0 00 883 50 13 50 0 00 0 00 13 50 0 000 1 11 25 39 0 00 329 49 0 00 513 31 0 00 0 00 0 00 0 00 0 00 O2 Fri 1344 33 1944 33 1312 45 0 00 0 00 1312 45 31 88 0 00 0 0031 88 0 00 2 63 0 00 0 00 749 64 0 00 597 32 0 00 0 00 0 00 0 00 0 00 03 Sat 1222 50 1218 32 1208 55 0 00 0 00 1208 55 13 95 4 18 0 00 arm 0 000 817 0 00 0 00 612 90 0 00 608 23 0 00 0 00 0 00 0 00 0 00 04 Sun 563 90 563 90 545 40 0 00 0 00 545 40 18 50 0 00 0 00 18 50 0 00 1 53 0 00 0 00 310 00 0 00 255 43 0 00 0 00 0 00 0 00 0 00 05 Mon 758 70 78 70 787 75 0 00 0 00 787 75 10 95 0 00 0 0010 95 0 000 909 Dm 0 00 485 35 0 00 334 25 0 00 0 00 0 00 0 00 0 00 O6 Tue 565 45 565 45 565 45 0 00 0 00 565 45 0 00 0 00 0 00 0 00 0 00 00 3 70 0 00 225 45 0 00 336 30 0 00 0 00 0 00 200 00 200 00 OF Wed oo om Dm 0 00 0 00 om om ommom 0 00 0 000 00 0 00 0 00 0 00 0 00 om oo 0 00 0 00 0 00 0 00 Th om om Dm oo00om om om omom 0 00 Domm Dom 0 00 0 00 0 00 oo 0 00 0 00 0 00 0 00 O08 Fri 0 00 oo Dm oo00om om om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 oo 0 00 0 00 0 00 0 00 10 Sat 0 00 om 0 00 0 00 0 00 om om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 n m om oo 0 00 0 00 0 00 om 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 0
179. ies Snack Mull of S 5 6 50 15 350 Kintyre 009531118796 009531118796 Clubman Barbers Classic Gum snack Mull of 6 10 6 50 15 30 Kintyre 009531119007 009531119007 Mitch Paulsen Hard Wired Spiking Glue Shampoo Conditioner Beauty E 4 F 00 41260 13841 009531106625 PAUL MITCHELL THE Color 1N Black PERMANENT COLOR REGIS 0 0 478 0 00 COLOR 13845 009531106632 PAUL MITCHELL THE Color 2N Dark BRN PERMANENT COLOR REGIS UU 476 0 00 COLOR 13856 009537106649 PAUL MITCHELL THE Color 4N Natural PERMANENT COLOR REGIS 0 0 4768 0 00 COLOR BRIN 13906 009531106656 PAUL MITCHELL THE Color 6N Dark NAT PERMANENT COLOR REGIS 0 0 478 0 00 COLOR BLN 13911 009531106663 PAUL MITCHELL THE Color 8N LT NAT Bind PERMANENT COLOR REGIS 0 0 4ra 0 00 COLOR 13915 009531106670 PAUL MITCHELL THE Color 10N LahstNAT PERMANENT COLOR REGIS 0 0 476 0 00 COLOR B 13929 009531106489 PAUL MITCHELL THE Color 10ALghstASH PERMANENT COLOR REGIS 0 0 4 78 0 00 COLOR B 13935 009531106496 PAUL MITCHELL THE Color 4G Gold BRN PERMANENT COLOR REGIS 0 0 478 0 00 COLOR 13941 009531106502 PAUL MITCHELL THE Color 6G Dark Gold PERMANENT COLOR REGIS 0 0 476 0 00 COLOR BL 13944 009531106519 PAUL MITCHELL THE Color 86G LT Gold FERMANENT COLOR REGIS UU 476 0 00 COLOR Bind 13964 009531106588 PAUL MITCHELL THE Color 8R LT RED PERMANENT COLOR REGIS 0 0 4768 0 00 COLOR Bind 13968 009531106533 PAUL MITCHELL THE Color4RVRED VIO PERMANENT COLOR REGIS UU 478 0 00 COLOR BRN 13972 009531106540 PAUL MITCHELL THE Color GRV
180. ime The purpose of this is to assist with finding the busiest work hours for the location The report counts how many production hours were used pooled together from all of the employees working at the time and offers suggestions on how many additional hours might need to be scheduled at the location to prevent customer loss 64 Deposit Analysis Deposit Analysis Week Ending 05 10 2014 Date 05 04 05 05 05 06 O5 0F 05 068 05 09 05 10 Totals Net Services 3290 90 3720 00 3615 95 30 00 30 00 30 00 0 00 1606 05 Net Products 16 99 00 70 42 75 0 00 30 00 30 00 50 00 112 44 Cash Flow In Net Services 569 89 770 70 653 70 0 00 0 00 0 00 0 00 1999 29 amp Products Gift Certs Sold 30 00 0 00 0 00 0 00 0 00 5000 0 00 0 00 SVS Gift Cards Sold 0 00 30 00 0 00 50 00 0 00 5000 0 00 0 00 PCC Gift Cards Sold 30 00 30 00 0 00 0 00 0 00 50 00 0 00 0 00 Sales Tax 1 57 4 18 3 54 0 00 0 00 5000 0 00 3 27 Cash Flow Out Paidouts Postage Weekly Bag Postage 50 00 55 60 0 00 0 00 0 00 0 00 0 00 55 60 Window Cleaning Windows Cleaned 0 00 0 00 70 00 0 00 0 00 0 00 0 00 20 00 Free Service 0 00 0 00 0 00 0 00 0 00 0 00 50 00 30 00 Balance Counted Till 200 00 200 00 200 00 S000 S000 000 0 00 600 00 Over Short 0 00 0 00 0 00 0 00 50 00 50 00 0 00 30 00 EOD Till Shortage 30 00 30 00 0 00 50 00 30 00 3000 50 00 30 00 Payment Balance 571 45 769 28 364222 5000 5000 5000
181. ing Tickets Manager Appointments Waiting Tickets Receptionist Appointments Waiting Tickets Stylist Checkout Blank Cards Manager Checkout Blank Cards Receptionist Checkout Blank Cards Stylist Checkout Call Ahead Manager Checkout Call Ahead Receptionist Checkout Call Ahead Stylist Checkout Cancel Manager Checkout Cancel Receptionist Checkout Cancel Stylist Checkout Check Out Checkout Check Out Receptionist Checkout Check Out Stylist Checkout Chemical Release Manager Checkout Chemical Release Receptionist Checkout Chemical Release Stylist Checkout Look amp Walk Manager Checkout Look amp Walk Receptionist Checkout Look amp Walk Stylist Checkout More Manager Checkout More Receptionist Checkout More Stylist Checkout New Ticket Manager Checkout New Ticket Receptionist Shows a one page display of all authentucation settings within one salon s POS Changes cannot be made from this screen however as that function is still in the Setup tab 31 Service Gap Kemp Blvd Punch In 08 52 am Position Stylist Time Gap 0 mins Ticket 1 Service Supercut Service time over 2 mins Time Gap 35 mins Ticket 4 Service Supercut Service time over 6 mins Time Gap 3 mins Ticket 5 Service Supercut Service time over 10 mins Time Gap 32 mins Ticket 8 Service Supercut Service time over 3 mins Time Gap 65 mins Ticket 9 Service Supercut Service time over 1
182. ints that a customer will be credited on their account each time this product is purchased 130 Points to Redeem This field will only appear if the point system is enabled Enter the number of points needed before a customer can redeem their points for a discount Discount to Use When Redeeming Product This field will only appear if the point system is enabled Choose the discount the customer will receive when they redeem their points You may use any discount you wish The default discount is the Redeem Points discount the system creates when the customer points system is first enabled This discount is 100 of the cost of the product The points system only works with discounts which do not have an amount of zero A discount s amount must be defined Cost This is what you pay wholesale for the product This can be left blank but it is useful to enter an amount so you can see how much you are spending on purchase orders and product profitability on reports You can report on the value of inventory by cost or retail Last Received Cost The system will enter the cost for the product from the last order Retail This is the amount that you sell the product for at retail Variable Priced If you would like the product to be variable priced choose Yes from the drop down Employees will be able to change the price when a customer is purchasing the product In Stock This is the quantity the computer calculates that y
183. ips in their total When iOffice is reporting Net and Gross itis taking a look at the transaction data generated from employees entering tickets into the system Since Net and Gross are dependent on ticket information it is important to make sure that when checking out customers it is EN done properly A misentered ticket could potentiality throw off the calculation resulting in bad data being reported iOffice has the ability to divide Net and Gross up between Product and Service sales In situations where this is occurring the information is calculated the same way as before except instead of looking at all of the location s sales data iOffice confines it to revenue generated from Product or Service sales Since iOffice looks at the individual items on a ticket when calculating this information tickets that include both products and services will still have their information accurately reported Because gift cards and certificates do not fall under either Products or Services they are tracked separately from the two When a Gift Card Certificate is sold to a customer it will have no affect on either the Net or Gross for Product Service sales Product Service Net and Gross will only be affected at the time the Gift Card Certificate is actually redeemed It will however factor into the Total Net Gross figures Total Net and Total Gross are calculated by adding together Product and Service Net Gross along with any other extraneous sal
184. ite useful Much like the previous synchronization involving series sales this particular aspect of the database tends to synchronize quite quickly and easily as well Store Sync Discounts synchronizing discounts carries almost as many options as synchronizing products therefore the user must be very mindful of each checkbox and dropped only have selected before performing the actual synchronization Deleting discounts not found in the master salon could have disastrous consequences with certain accounts who allow regional managers some leeway as far as promotions and marketing tools Store Sync SMS Although it is a very straightforward and simple process synchronizing SMS settings requires the user to be very mindful of exactly which messages they are sending There is no option to delete any settings or messages in the master store so there is no real danger should anything go amiss Store Sync Employees synchronizing employees is often a necessary action in the case of managers who spend their time in different salons The synchronization does not synchronize sales history or individual ticket data only the personal information and possibly the payment details It should also be noted that commission plans from both the receiving and transmitting stores should be identical in both name and function when synchronizing employees over or there could be payroll issues Store Sync Permissions synchronizing permissions is very li
185. kely the easiest synchronization to perform but it also has some of the most wide reaching consequences Some salons may have special situations where individual employees have different permissions that others at their pay grade do not A synchronization of all of these settings will override those and they will need to be reconfigured after the data has been assimilated 151 Store Sync Everything Else As previously stated the synchronization process is very straight forward and should not be approached with too much trepidation The other database elements that can be synchronized Gift Vouchers Service Credits etc all follow the same guidelines and do not have very wide reaching consequences should they be done incorrectly It should also be kept in mind that Rogers Software Development does in fact keep very extensive backup records of all user databases on both iOffice and POS If you find yourself in a situation where any kind of store synchronization has resulted in undesirable consequences the situation is not completely catastrophic Our system administrators can pull a backup from the server within about 24 hours and reapply the data to either the iOffice or POS end as needed Again Rogers Software Development recommends that you consult with technical support before your very first synchronization to ensure that all details are hammered out in proper order and function before the task is processed 152 Part Twenty T
186. l Previous Month Percent 60426 0 SF 0 00 0 718 0 00 80426 0 8 0 00 0 56 0 00 80426 0 15 000 0 123 0 00 80426 0 27 000 0 188 0 00 60426 0 1 0 00 0 14 0 00 80426 0 3 860 00 0 30 0 00 80426 0 5 000 0 21 0 00 80426 0 6 0 00 0 49 0 00 604276 0 6 0 00 0 38 0 00 80426 0 Z 0 00 0 B 0 00 80426 0 0 000 0 1 0 00 80103 0 229 0 00 0 1150 0 00 This monthly based report displays the amount of times a stylist or receptionist inputs an e mail address into the customer information This amount is then turned into a percentage of total customers input and compared with previous months 58 Part Twelve Payroll Reports CC Madison Payroll CRIC Bonus Commission Edits Commission Report Employee Contact List Employee List Employee Membership Sales Employee Payrates Employee Production Detail Report Employee Schedule Employee Service Upgrade Employee SoldBy Sales Greco Hourly Bonus Ingram Payroll Jancorp Biweekly Jancorp Payroll Jensen Payroll Labor Sales PASC ADP Report Payrall Points Position Hours Robins Payroll TimeCard Tips Detail Tips Estimate 59 Commission Ealts Commission Edits January 1 2014 May 3 2014 Commission Changes Ticket Ticket Date Amount Comm Edit Date Original Comm New Comm Assigner 9 04 09 2014 13 50 o 4 0o2014 House TAYLER REEVES House Presents a snapshot view of all commissions that have been edited in a given date range The data can be displayed based on commission edit
187. le selected Add More sometimes it is neccesary to either incorporate new data or convey documents to Rogers software in the form of PDF files This submenu provides a quick and efficient way to perform this task Utilities Editing settings for RSD Documentation Utilities Warning Do not use these options unless directed to by technical support If used improperly they can corrupt your database Check Employee Fix Inventory Court Payperiod Setup Move Employee Sales Customer Merge Reyne SalonCheckin The Utilities submenu of iOffice is a bit more limited than that on the POS itself This is due mostly to iOffice not being directly connected to the SuperSalon database As a result all of Office s utilities pertain only to the online data stored on Rogers Software s severs Fix Inventory Count This utility sends a query to the iOffice database which matches the backed up inventory counts to those that should be on the POS as well Check Employee Payperiod Setup Running this can correct payroll issues where specific employees are not appearing on the reports despite working those established hours 179 Move Employee Sales This takes the user to a screen with a drop down menu that allows them to merge records of that nature However it will not move payroll data punches etc Customer merge This is the only tool available to owners and manager for cleaning up customer records The user will be prompted to search fo
188. le than discounting the shampoo by 2 00 and the conditioner by 8 00 to reach the 20 00 122 Apply to Services select the services to which this discount can be applied You can select All or None or use your Ctrl key to select multiple services Apply to Products Select the products to which this discount can be applied You can select All or None or use your Cirl key to select multiple products Apply to Customer Types select which Customer Type this discount is applicable to You can select All or None or use your Cirl key to select multiple types 123 Employees Employee Setup Active Employees Inactive Employees Employee Scheduler Employee Groups Active Employees Production Technicians Fees Name Position ID 2107 GINA Level 2 2120 JENNY Level 3 2255 STACY Level 2 2455 MEGAN Level 3 2011 DEVYN Level 4 2261 MELISSA Level 2 2126 SARAH Level 2 1834 KATIE Level 3 2125 ASHLEY Level 2 2138 JULIE Level 2 1944 JAYNE Level 4 2320 KAYLIN Level 1 1416 BREANNA Salary Upon first clicking into the submenu all of the active employees currently on staff at the salon are displayed The menu of buttons above allow the user to add new employees view the schedule or manage employee groups Editing settings for RSD Documentation Employee Setup General Information First Name Last Name Nick Name Position Sheryl Sheryl Level 2 v Performs Ser
189. les 6 34 0 00 0 00 Percentage Comparison 0 00 0 00 0 00 Salon 0 00 0 00 0 00 Equivalent Cuts Per Day 0 40 0 00 0 00 Service Sales Performance Gross Service Per Haircut 19 95 0 00 0 00 Net Service Per Haircut 19 73 0 00 0 00 0 32 0 00 0 00 SC2 Qty 0 00 0 00 0 00 SC2 Extra Service Value 0 00 0 00 0 00 SC2 Percentage of Total 0 00 0 00 0 00 SCH Qty 0 00 0 00 0 00 SC3 Extra Service Value 0 00 0 00 0 00 SC3 Percentage of Total 0 00 0 00 0 00 Extra Service Totals 0 00 0 00 0 00 Color Service Qty 0 00 0 00 0 00 Color Service Total 0 00 0 00 0 00 Color Service Average Per Guest 0 00 0 00 0 00 Color Percent to Service 0 00 0 00 0 00 Waxing Service Qty 0 00 0 00 0 00 Waxing Service Average Per Gues 0 00 0 00 0 00 Waxing Service Total 0 00 0 00 0 00 Discount Total 2 00 0 00 0 00 Discount Percent 0 01 0 00 0 00 Product Sales Performance Gross Product Sales 0 00 0 00 0 00 Net Product Sales 0 00 0 00 0 00 erage Daily Product Sales 0 00 0 00 0 00 Sales to Service 0 00 0 00 0 00 Product Per Guest 0 00 0 00 0 00 Product Sales W Service Percent of Total 0 00 0 00 0 00 Product Sales W Service Dollars 0 00 0 00 0 00 Product Sales Non Service Percent of Total 0 00 0 00 0 00 Product Sales Non Service Dollars 0 00 0 00 0 00 Customer Metrics otal Guest Count 7 00 0 00 0 00 Percent 0 00 0 00 0 00 Repeat Percent 85 71 0 00 0 00 erage Wait Time 0 43 0 00 0 00 Wait Time gt 20 Minutes 0 00 0 00 0 00 Look and Walk 2 00 0 00 0 00 Walk Outs 0 00 0 00 0 00 Ser
190. load Log May zs 1 v 2014 v User Login Select Date Range May 1 e 2014 e May 1 e 2014 e This submenu provides the user with the into a user friendly format Quickbooks is most owners and managers Setup FPS Export hiiles Setup Sales Reports Scheduler Manager Appointments Store Sy Accounts Beta Auto Reports Business Audit Tool Custom Reports Export Mass Message Utility Messages 0 Sales Tax Update Utility SalonCheckin Settings Change Utility Store Update Audit Stores User Prefs Invoice Setup Accounts Product Setup Upload Log May y 1 v 2014 e User Login Select Date Range May 1 2014 May se 1 e 2014 e The FPS Export allows the user to expo nc Store Setup E Royalties Back to Original iOffice Select an export to run Select an export type CRIC Payroll Export DCC Payroll Export PASC Payroll Export Trent Payroll Export PASC ADP Export ADP Export ADP Export ADP GG Enterprises Export Standard Payroll Export Quick Books Export MjjM Export SAP CRM Export tools necessary to export their custom reports currently the program of choice in the case of nc Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Select the PO s to export All None Correspondence Email Address accounts rogerspos Mask Exponiod Pe ou Ordorad rt purchase orders to Regis for accounts with a pre existing relationship with that company Accounts who are
191. lons When E by your salon you will receive email notification and training materials to Status Closed Days functionality please use the processes you have previously been Sales Report History Settings Select Store 01 BCFC Click on a report date to see the full report for that period Report Starting Status Regis Response 2014 06 01 Submitted Confirmed Et IE 2014 05 25 Submitted Confirmed 2014 05 18 Submitted Confirmed 2014 05 11 Submitted Confirmed 2014 05 04 Submitted Confirmed j E d 2014 04 27 Submitted Confirmed d 2014 04 20 Submitted Confirmed j d 2014 04 13 Submitted Confirmed 2014 04 06 Submitted Confirmed wD 2 R ile Mr 2014 03 30 Submitted Confirmed 2014 03 23 Submitted Confirmed le SS 2014 03 16 Submitted Confirmed An error that is unique to this interface will indicate that store data has not uploaded for a specified period and it can normally be resolved with a successful upload from the salon The reason for its appearance is that the E Royalty system confirms data reception by getting a completed upload within the proceeding period of time Because of this many users prefer to perform their E Royalty related tasks on Monday though Sunday is the day the period technically ends The most common problems effecting accurate E Royalty usually stem from the upload process d d Because this error can only appear in the History page with Ready still showing on t
192. low for trend forecasting payroll maintenance and internal audit functionalities A brief summary of each report is available in this section Most common uses Payroll and commission calculation Reviewing and forecasting trends through production reports that can be run for every possible time period since the initial installation of the SuperSalon software Close audit of credit card transactions that occur utilizing integrated processing Running comparisons of multiple stores in a single account from a myriad of angles utilizing an enormous amount of different metrics 19 Reports Terminology While SuperSalon has a significant number of reports available most of them contain the same basic information or variation thereof The major differences between the reports is mostly cosmetic or in other words how the information is presented and what filters can be used to narrow down your searches The basic components of most reports is as follows Average Cut Time The Average Cut Time is calculated based off of the ticket service times It only factors in tickets that are sold with a service Categorize as Haircut Average Time Between Cuts The Average Time Between Cuts is calculated based off of the time in between tickets that are sold with a haircut on them Commission The Commission total usually represented as Com on most reports is a figure calculated using a mix of the same guidelines to calculate Net and Gross
193. ly submit electronic royalty reports o to the Regis Corporation Using only the iOffice settings interface business owners and or their chosen representatives can simplify this process without having to manually review each sale The joint creation of this project by both Regis and RSD represents one of the earliest cross company ventures that would eventually lead to the lasting partnership that still exists today It represents a collaborative effort of developers and logistical personnel to create a fair and easy to use system As a failsafe the system will not allow a user to submit incomplete sales data and will not let the user get more than two report periods behind If a submission is rejected for whatever reason the E Royalties system will only allow users to submit one more period before subsequent submissions are refused The following publication is meant to be a reference source as well as a user s guide All material discussed herein reflects information that has been found to be current as of Q3 2014 The iOffice Interface Upon logging into iOffice the user need only click the E Royalties tab located on the top menu bar The interface is then broken down by five submenus that are available from the left side of the page and they are listed below as follows e Overview The Default View e Status e Closed Days e History e Settings Each submenu corresponds with a specific functionality of the E Royalties sy
194. m Jere Farah Brow Memberhsip Promo 2 25 96 Membership Late Payment Fee A 0 Membership Late Dues A 0 cristina Brow Membership Reg 1 15 99 Brow Memberhsip Promo 1 12 99 Naurezah Membership Late Payment Fee 1 0 Membership Late Dues Because they tend to have unique commission structures a special report has been created to track employee sales performance in regards to Memberships Employee Payrates Employee Payrates Click on headers to sort Store Employee Production Non Production RSD Documentation Bardman Dan 0 00 0 00 RSD Documentation Brutnadilewski Carl 10 00 0 00 RSD Documentation Cuts Zoe 10 00 0 00 RSD Documentation Dee John 0 00 DU DU RSD Documentation Dekel Natalie 0 00 0 00 RSD Documentation Fernandez Vanessa 0 00 0 00 RSD Documentation Garcia Lorena 0 00 DU DU RSD Documentation Hall Manfred 0 00 0 00 RSD Documentation James Jessica 10 00 0 00 RSD Documentation MacGhee Clipper 10 00 0 00 RSD Documentation Meza Paty 0 00 0 00 RSD Documentation Powers Laura 0 00 DU DU RSD Documentation Ridley Candia 0 00 0 00 RSD Documentation Rule Wendy 0 00 DU DU RSD Documentation Samson Delilah 0 00 0 00 RSD Documentation St Jack Edna 12 00 0 00 RSD Documentation Staelens Sheryl 0 00 0 00 RSD Documentation Yin Kwan 0 00 0 00 This report displays a current list of all active employees along with their production and non production pay rates 62 Employee Production Detail R
195. mission plans so that employees can each be set to one or multiple commission plans On the bottom of the commission setup screen See previous illustration you have the option to select if you will be basing commissions on overall sales or sales per hour You also have the option to select if different commissions will be paid for each commission tier or if commissions will be based on all sales at the highest commission level hit Each time you add a sales goal and corresponding commission iOffice will automatically add another level The screen will allow up to 40 levels This enables it to handle various matrix systems well The last row displays a sales number one cent above the prior level and shows and up indicating all amounts beyond are included in the highest commission level Any row that has the commission level left blank will be ignored If you want the next level to be and up just leave the commission field blank for the preceding row 167 The Bonus column allows you to enter a bonus amount in dollars that will be paid to employees for achieving that sales level If you wish to pay these bonuses but you do not wish to pay a commission percentage enter 0 for the commission for each level If you leave the commission blank the row will be skipped All of the bonus information will show up in the commission and bonus section of the payroll report Editing settings for RSD Documentation Pay period Commission
196. mode in which time availability is displayed to guests Next hour check in provides quests with a 5 minute to 60 minute interval check in All Day check in provides guests with an hour minute selector enabling them to check in at any time during the business day This setting can be overwritten at the store level under store settings Check in mode All Day Checkin Lead Time Determines the interval in minutes from the current time in which bookings will be made unavailable For example if set to 30 users will only be able to book check in tickets and appointments 30 mins ahead and beyond The equivalent setting under Store Settings overrides this group setting Default is 0 Lead Time oo Ticket Limit for New Guests Sets a ticket limit for first time SalonCheckin guests The ticket limit applies for any tickets created for any salons in the SalonCheckin group Default is 3 Ticket Limit for New Guests 3 _ Ticket Limit for Recurring Guests Sets a ticket limit for recurring SalonCheckin guests The ticket limit applies for any tickets created for any salons in the SalonCheckin group Default is 6 Ticket Limit for Recurring Guests 6 _ Setup Settings Change Utility Setting Skip Ticket Options Save Settings Change Help Text Skip Ticket allows you to bypass the wait serve screen while still obtaining customer information then moving the ticket directly to checkout once a service and stylist has been selected from th
197. ms When messages are sent via upload they appear to the individual as a prompt in the Timeclock screen Setup Sales Tax Update Utility lowse No file selected Service Tax CSV No fle selected submit Query Sales Tax CSV must contain the following columns DB Name Rate Name AppliesToAllProducts AppliesToAllServices ReplacementTax Code Delete Service Tax CSV must contain the following columns DB Name Code Tax Name Behavior Delete Order and case do not matter taxes used for the Service Tax must already exist they may be added in the same upload by the Sales Tax update This utility can allow owners of multiple salons to adjust a particular tax by use of an Excel file Once uploaded into this interface it will distribute the new rate s accordingly 13 Setup SalonCheckin AaronG Test Store 1117 NE 2nd Ave Ft Lauderdale FL Users of the SalonCheckin functionality will notice an augmented interface in this latest release of iOffice Coupled with a revamp of the web side check in interface as well this service has exploded in both functionality and customization options Upon logging in users will see their store group along with any stores associated with them in a clean looking roster Clicking on the edit button will allow the user to perform any number of customization options ranging from welcome messages to the uploading of their own original logo Check in mode Changes the
198. n Scheduler Tab Press F3 After Save Settings School Functions Click Setup Tab After Save Settings ant Serge Appointment Enabled 1 Disabled CERN i amp pi bled lt is important to note that any show Today Sales Stats gye 1 eee and all settings changes that are Display rere a es done at the iOffice level need to Track booking and editing employees for appointments I Wes CH No Tee have an standard upload trom the IN E SuperSalon point of sale system in Assume all Paid Ins are cash veo wo Enable Gift Voucher yes ne order for the settings to take effect Enable Franchisee Remittance Ves E Prevent new ticket without closeout e j CH On th at en d Enable HUL Loyalty e Wes a No Enable Auto Series Discount i D EC No Enable HUL Series Sale E ves No Misc Settings Store Type Select the following store type that applies to your location 6E Empire 5S SuperCuts 4C Cost Cutters 3F Fantastic Sams 2B Barbershop 1F Full Service Other Language Select the Language that is native to your region The available languages are English USA English CAN English GBR Hindi German Spanish Arabic U A E Arabic Qatar Restart SuperSalon for the changes to apply after the receiving upload has been perfmormed 181 Gift System The gift card certificate functionality is toggled with this setting Points System Likewise if the user would like to incorporate
199. n Stylist D 0 H 02 22 2009 Brutnadilewski Carl 123121234 Tanning Mage 0 2139 92 H 09 11 2011 Cuts Zoe 9123121234 Stylist 0 670 51 H 07 13 2012 Dee John Stylist 0 0 H Dekel Natalie Stylist 0 0 H 04 15 2009 Elton John 9123121234 Sign In 0 1095 22 T 10 14 2011 06 17 2012 Fernandez Vanessa 123121234 Receptionist D 129 21 H 0902 2012 Garcia Lorena Stylist 0 0 H 06 27 2011 Greenburg Suzy 123121234 0 230 26 T 10 01 2011 10 28 2011 Hall Manfred Stylist 2 48 2 48 H James Jessica 9123121234 Stylist 0 1063 65 H 11 09 2011 Juantez Mari 9123121234 0 6 95 T 0909 2011 09 10 2011 Lyle Minnie 123121234 Sign In 0 107 47 T 040272012 06 17 2012 MacGhee Clipper 123121234 Stylist 0 703 56 H 06 12 2012 McStewart Johanna 123121234 0 121 81 T 09 18 2011 10 22 2011 Meza Paty Manager D 0 H OS Fi2007 O Toole Margana 9123121234 0 439 76 T 09 10 2011 01 31 2012 Powers Laura stylist 0 0 H 05 31 2006 Ridley Candia Manager 0 0 H Rule Wendy Stylist 257 257 H 05 31 2006 Samson Delilah 123121234 Geneticist 0 40 84 H 10 01 2012 St Jack Edna 123121234 Manager 0 2366 47 H Staelens Sheryl Stylist 0 0 H 0913 2006 Yin Kwan Stylist 0 0 H 03 14 2010 24 All Employee Record s Found This report shows a more detailed list of active employees then the contact list with the ability to sort by individual employee This report may be run for multiple salons at once 61 Employee Membership Sales Membership Sales Report From 05 01 2014 To 05 05 2014 aer neers ca
200. n but left before a ticket could be created The walk value is the assumed loss the location is taking with each lost customer The last variable is the Assume production rate Enter what you assume to be a reasonable rate of production for your employees The closer this number is to what your employees actually perform at the better the results will be on the report If you are unsure as to what number to use the Net Services an Hour section of Store Totals on the Production Report ran for the same date range as the schedule forecaster provides an accurate view of what employee performance is at on average 100 Store Overview Store Overview 05 02 2014 05 02 2014 Sales Closeout Statistics Services 224 15 Type s l of tot Total Hrs Guests Calc Service Only 20 100 00 Products 0 00 Cash 7 16 0 00 3 23 Ticket Avg 224 15 20 11 21 Product Only 0 0 00 Gift Certs Sold 0 00 Check 0 00 0 00 0 00 Serv Hr 224 15 16 73 13 40 Serv amp Prod 0 0 00 PCC Gift Cards Sold 0 00 Credit 214 45 0 00 96 77 Product Hr 0 00 16 73 0 00 Average waiting time 5 68 m SvS Gift Cards Sold 0 00 Phone Auth 0 00 0 00 0 00 PPG 0 00 20 0 00 waittime gt 20 mins 2 Subtotal 224 15 Gift Certs 0 00 0 00 0 00 Total Hours 20 68 Requests with waittime E Tax 50 00 Other Tender 0 00 0 00 0 00 of Frees o 0 00 gt 20 mins Sales Total 224 15 Totals 221 61 0 00 100 Walkouts 0 Paidouts 0 00 Cash Check Look amp Walk D Openi
201. nce visit Returning customers to any stylist since visit Total return visits Customers in selected time Return customers to stylist since visit Returning customers to any stylist since visit Total return visits Customers in selected time Return customers to stylist since visit Returning customers to any stylist since visit Total return visits Customers in selected time Return customers to stylist since visit Returning customers to any stylist since visit Total return visits Customer Retention Report Coach Haircuts New Customers 05 01 2014 05 31 2014 Total Unique Customers in selected time 11 0 Non Returning Customers since visit 0 00 Average Return Visits of Returning Customers Trisha Stromer 1 Return Customer Percentage 0 Percentage of returns visits back to stylist 0 Non Returning customers since visit 0 Average Return Visits Linda M Malone 1 Return Customer Percentage 0 Percentage of returns visits back to stylist 0 Non Returning customers since visit 0 Average Return Visits Megan Tatham 4 Return Customer Percentage 0 Percentage of returns visits back to stylist 0 Non Returning customers since visit 0 Average Return Visits Angela Burnett 3 Return Customer Percentage 0 Percentage of returns visits back to stylist 0 Non Returning customers since visit 0 Average Return Visits 11 0 00 0 00 0 00 0 00 0 00 0 00 0 00
202. ncerns about this process The process is essentially the same for each aspect of the synchronization functionality and this guide will explain the nature and any differences between them We will begin with the synchronization of services as this tends to be the most common form of sync to be done with larger accounts 146 syncing Services Service Sync All store synchronizations follow the same basic process in order to correctly transfer the data from one salon to another The first step is almost always to select the master store This will be the salon that transmits the data from its own database archives to the receiving stores It is important that the master store represent the exact correct settings you wish to have moved Service Sync Master Store SCCC11 Service Sync Filter Service Sync Selection Select Receiving Stores Show alltypes sw i Haircut Adult A EE nose wading Trining All Services 3 Mustache Trim Training Studia Sort By Training system Code Ascending e D7 Hat Iron starts at Add and update ic H ear waxing ses a u 8 Se EE hin EC gic sania ated 10 Shampoo COND W cut Synchronize Discount Restrictions No 11 nov 4 nov 11 ginger special Skip items wi differing descriptions Yes i Sen i Sie erg e Sync Sub items Yes e 15 Style Finish W CUT 16 Sham CUT B dr Delete items not found in Master No w Select All None Warning This feature
203. nday Status Edit Delete Geen Salon Dashboard Weekly Sunday Status Edit Delete Invoice Setup New Auto Report Accounts Product Setup i Have comments or suggestions Email us at feedback rogerspos com Upload Log May y 1 v 2014 User Login Select Date Range May 1 2014 May 1 e 2014 e An optional expanded service that will automatically e mail pertinent reports from any or all salons in the account to any requested e mail address Setup Business Audit Tool Messages 0 Sales Tax Update Utility SalonCheckin Settings Change Utility Store Update Audit Stores User Prefs Invoice Setup Accounts Product Setup Upload Log May s 1 2014 User Login Select Date Range May 1 e 2014 e May 1 2014 Delete Group number of voids that are acceptable of Voids 2 Employee Clocked In Late Employee Clocked In Early Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Accounts Beta Business Audit Tool Auto Reports View Account Summary Select a Group Audits Group Name Custom Reports Audit Group 1 Customer Wait Time Audit Group 1 Export Audit Group 2 S SR Se 7 Employee Has Excessive Voids E Mail Recipients FPS Export aca Total Times Triggered 5 Last Triggered Sun February 10 2013 List e mail recipients separated by a a Audit Group
204. ndors 0 00 Look And Walks 0 uts 18 Gi 30 00 0 00 Refunds 0 00 Net Services 458 28 SVS Gi 0 00 0 00 Prod Refunds 0 00 Net Products 92 8 Geen Be ve Tax 8 82 Gifts 0 00 Phone Auth 0 00 0 00 and 0 00 0 00 aid In 0 00 Tuition 0 00 Tota 527 91 0 0 Drops 0 00 Total Net No Tax 551 09 Customer Statistics Gender Source Type Age Male 44 00 11 Recurring 88 00 22 Child 12 00 3 emale 44 00 11 12 00 3 Adult 56 00 14 iki 12 00 3 Uni known Unknown Ticket 0 00 0 Ticket 00 00 25 Ticket 0 00 0 Ticket 32 00 8 Quick Sale 0 00 0 Quick Sale 0 00 0 Quick Sale 0 00 0 Quick Sale 0 00 0 Total Customers 25 Discounts by Employee Sammet Stephanie Discount D Total 20 off entire ticket with purchase of Rave Review product 1 2 19 Tota 2 19 Sherrod Emily Discount D Total 15 off services for seniors 65yr and Military personnel 5 15 20 otal 5 15 20 Malcolm Kimberly Discount Total 15 off services for seniors G5yr jand Military personnel 1 2 32 50 off clearance products 1 6 75 ota 9 07 Discount Total Back Bar Employee Service 100 1 12 95 ota 12 95 scount Deta Discount Type Discounts Total Discounts 15 off services for seniors 65yr and Military personnel 6 17 52 Back Bar Employee Service 100 1 12 95 20 off entire ticket with purchase of Rave Review product 1 2 19 50 off clearance products 6 75 Total 9 39 41 Hourly Work Details
205. ng Till 2 54 7 16 Refunds 1 13 95 Redos 1 13 95 Guests Detail Qty Qty Sales Sales Ticket Avg Qty Qty Sales Sales Ticket Avg New 16 80 00 187 30 83 56 11 71 Adult Female 2 10 00 27 95 12 47 13 98 Repeat 4 20 00 36 85 16 44 9 21 Adult Male 12 60 00 134 45 59 98 11 20 Quick Sale 0 0 00 0 00 0 00 0 00 Child 6 20 00 61 75 27 55 10 29 Unknown 0 0 00 0 00 0 00 0 00 Quick Sale o 0 00 0 00 0 00 0 00 Total 20 100 224 15 100 11 21 Unknown 0 0 00 0 00 0 00 0 00 Employee Detail tame Hows Guests Reg DJ ae SEH SS PP ms Dsc Stylist Karla 0 02 1 0 0 13 95 697 50 0 00 0 00 13 95 697 50 0 00 0 00 13 95 0 00 Harley Mandy 4 40 5 0 0 52 80 12 23 0 00 0 00 53 80 12 23 0 00 0 00 10 76 0 00 Kittl Audri 3 95 1 0 0 12 95 0 00 0 00 0 00 13 95 0 00 0 00 0 00 13 95 0 00 Macias Melissa 3 47 o 0 0 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Shannon Angela 1 15 2 0 0 20 90 18 17 0 00 0 00 20 90 18 17 0 00 0 00 10 45 19 31 Scofield Gladys 7 69 11 0 0 121 55 15 81 0 00 0 00 121 55 15 81 0 00 0 00 11 05 23 77 House Ssle 0 00 0 0 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Totals 20 68 20 0 0 224 15 13 40 0 00 0 00 224 15 13 40 0 00 0 00 11 21 15 27 Service Detail Product Top 10 Discounts Top 10 Service Qty Qty an Gross Gross Free Disc Disc Product Qty Sales Discounts Qty Tots Tot New Rep Unk Hair Cut 1
206. non 0 00 0 00 0 00 nmn 0 00 17 95 0 00 17 95 SS SCH Suk 0 00 0 00 0 00 0 00 1282850 807 75 13847 1349778 6 KS Een 2 98 Displays pertinent data separated by department and technician and compares it to the year prior utilizing the same metrics 104 Year vs Year Month Jan Feb Mar Apr Jun Jul 2013 14461 01 15852 28 14617 66 14726 26 1817 7 30 21414 94 16008 08 15536 93 14710 73 17793 53 15 66 37 915801 19 1948 70 25 January 1 2013 December 31 2020 2014 1 7235 63 14439 83 S13979 77 13 66 34 2557 15 61978 72 Year Vs Year The user selects a given year in the past then that year is compared with subsequent years in regards to total revenue generated broken down by month 105 Part Fifteen Services Reports Services Sales Register Invoicewise Semice List oenice Sales Stylist Extra Services 106 Service List Service Code 16 17 18 19 EA 23 24 29 26 af 444000 450000 Minimum Tips Maximum Tips Highlights Front Accent Highlights Top Accent X Large Top Accent AA Large Top Accent Full Foil Glazing Glazing With Color Pre Treatment Supercolor HAIR CUT BANG TRIM BUBBLES amp LOTION MISC SERVICE Corn Row Braiding Full Head Mullet Maintenence REQUEST RSD Documentation Estimate Time To Complete 30 min s 40 min s 30 min s 40 minis 60 min s 70 min s 120 min s 50 min
207. not under partnership with Regis will not likely to see or have need of this particualr submenu at all 11 Setup Custom Reports Mass Message Utility sw i Send Message Past Messages From Names entered will be saved and will auto fill in the future To Subject Require Reading send Message Require Read option only works with stores running v5 6 1 This new utility in iOffice allows users to broadcast messages to all staff at all locations Owners have the option of setting any messages to be required reading provided the POS software version is 5 6 1 or above iOffice users also have the option of reviewing past broadcasted messages through the use of the past messages button in the upper right hand corner of the interface This tool was just recently introduced and has proved to be quite useful for corporate wide communications on an almost instantaneous level The interface is almost identical to any other e mail interface the user may have encountered and is also quite similar to the messaging format of the POS itself 12 Setup Messages Subject The iOffice messaging system allows users to distribute email like text messages through out every store in their account The messages are not sent instantly but instead are sent via the next upload from the store side POS Anyone familiar with navigating an email interface should be able to utilize the Messages system without any proble
208. nt Net Count Net Count Net 1 Supercut 19 290 40 19 295 60 33 521 00 71 1107 00 2 Supercut Jr o 0 00 1 14 00 4 56 00 5 70 00 3 Supercut Sr 3 45 00 2 30 00 4 60 00 9 135 00 12 Shampoo Only 1 57 00 o s000 o 0 00 1 7 00 14 Shampoo As Add on 1 5 00 4 19 50 5 25 00 10 49 50 18 Moustache Trim o 0 00 1 3 60 o 0 00 1 3 60 19 Beard Trim o 0 00 o 0 00 3 21 00 3 21 00 21A Blow Dry Style 5 15 1 11 00 o 0 00 o 0 00 1 11 00 27 Buzz Cut Single Guard o 0 00 o 0 00 1 13 00 1 13 00 31 Waxing Eyebrows 1 12 00 1 10 80 a 36 00 5 58 80 22 Waxing Lip o s000 o 0 00 1 10 00 1 10 00 24 Waxing Facial o 0 00 1 27 00 o 0 00 1 27 00 28 T3 Exper ADD ON Service 0 0 00 3 20 30 3 21 00 e 41 30 50 XL 8 Pack Foil XL o 0 00 o 0 00 1 49 00 1 49 00 52L Top Accent Weave L 1 44 00 o 0 00 o 0 00 1 44 00 Sat Glazing L o 0 00 1 59 00 o 0 00 1 59 00 64s Glazing S 1 39 00 o 0 00 0 0 00 1 29 00 REQ REQUEST a 0 00 4 0 00 1 0 00 8 0 00 Total 31 S a e 127 1745 20 453 40 479 80 812 00 Shows a snapshot view of all Services being sold for multiple stores in column format and the data is further broken down by the number of instances the service was performed along with the net amount gained in revenue 56 Settings Comparison Report Settings Comparison Report Grand St L3 sales Tickets amp Sales Skip Ticket Options Allow duplicate services in package no no Auto prompt for
209. ode entered 190 Auto Prompt for Split Commission in Checkout lf enabled any service listed with split commission will result with a pop up during Check Out forcing the user to select and end the commission split information Auto Complete All Tickets in a Multiticket If enabled all tickets that are part of a Multiticket will automatically be completed once the CheckOut process is finished Allow editing of previous days tickets If this setting is enabled it will allow staff members with the appropriate permission levels to go into the Search Sales screen and edit tickets from any given date Allow Selection of House Sale for Ticket Receptionist Enable this option to enable House Sale as a selectable employee If this option is disabled then House Sale will not show up on any of the employee lists Enter Customer Description When Creating Ticket If enabled this feature will provide a Description field for new tickets Enter a visual characteristic of the customer this allows staff to view the details on the ticket while in waiting and approach the customer rather than calling out for the customer by name Require all tickets closed before closeout With this set to enabled stylists and managers are unable to enter the closeout screen until all tickets for that day have been completed Automatically Void Waiting Tickets After This option will automatically void tickets that are still in waiting based on the num
210. old GEL 15 2 02 AmCrew Style o 2 2 16 30 43 00 32 25 04 12PM 05 05 2014 Bl147994 Smoothing Shampoo 18 9 OZ REGIS Biclage Sham o 1 1 6 027 15 00 7 50 08 19PM 0502 2014 Bl147998 Smoothing Cond 10 1 OF REGIS Biolage Cond o o 1 6 42 16 00 12 80 08 19PM 05 02 2014 CU182422 Twirl Arnd 5 1 PM Trimt 0 2 1 8 79 21 98 21 98 02 10PM 05 03 2014 KE17362 KEN Moisturizing Shmp 10 Kenra Sham o 1 1 480 12 00 6 00 11 43AM 0501 2014 NIV55802 2 Cinsr 10 oz REGIS NIOXIN Sham o 11 1 7 80 19 00 19 00 02 56PM 05 01 2014 PM17664 Extra Body GEL 6 8 OF PM Style o o 1 358 8 95 8 95 05 27PM 0502 2014 PM17678 EX Body Sculpt Foam 16 9 OZ PM Style o 2 1 7 98 21 98 10 99 11 30AM 0501 2014 PM22302 Instant Moisture Trmt 6 807 PM Cond o 3 2 8 76 21 90 18 42 01 11PM 0503 2014 PM22851 PM Taming Spray 8 Bos REGIS PM Cond o o 3 8 34 20 85 13 89 04 18PM 0504 2014 PM24010 Tes Tree Shampoo 18 9 oz REGIS PM Sham o 4 1 7 00 17 50 14 00 11 25AM 0501 2014 PM24012 Tes Tree Conditioner 16 902 REGIS PM Cond o 4 1 7 20 17 99 14 39 11 25AM 05 01 2014 PM25901 Extra BOY Daily Boost 8 5 OZ PM Cond o 5 1 630 13 25 6 62 01 20PM 05032014 PM33241 7 Tree Hair AND Body Moist 10 OZ Sc PM Skin o 2 1 4 60 12 50 12 50 11 43AM 05 01 2014 PM45928 SupStngSham10 14 Sc PM Sham o 2 1 420 10 50 5 25 11 13AM 05032014 PM87582 X Body Thick Up 6 8 oz PM Style o 5 1 440 13 99 13 99 01 20PM 05 09 2014 PM7T5824 Inst Moist Daily Sham 10 14 OZ REGIS PM Sham o o 3 954 33 85 18 28 04 35PM 05032014 PM7T5831 Baby Don t CRY S
211. omer Request New Stylist Item Price Discount Subtotal Tax Total Wait Time Reason The End of Day report displays every single ticket that was checked in for the requested date The employee who performed the service or sold the product is listed as well as the customer name service time and Check Out time The report is primarily used to circumvent using the search sales screen to bring up ticket information since by using End of Day all of the information is loaded and ready to view After the ticket information is listed the End of Day report calculates the Net Totals and deposit information for the day The deposit information is based off of the closeout totals so before the information will populate the closeout will need to be performed and uploaded 88 Monthly Financial Monthly Financial Report May 1 2014 May 31 2014 Summary Customer Statistics Tot Employee Hrs 183 42 Gender Source Type Age Payout Vendors 333 09 Male 34 00 252 Repeat 72 00 216 Teen 233 7 Payin Vendors 0 00 Female 15 67 47 New 27 67 83 Senior 2 00 Voids 2 Redos 0 Child 5 00 15 Adult 29 33 88 Look and l Walks Cuts 266 Unknown Unknown Unknown Unknown Ticket 0 00 0 Ticket 55 67 255 Ticket 0 00 0 Ticket 61 00 183 Quick Sale 0 33 011 Quick Sale 0 33 01 Quick Sale 0 33 DI Quick Sale 0 33 1 Total Customers 300 Total Sales Service Sales Product Sales Sal Closeout Totals Gross Paid Pa
212. omer without taking into account the service that was sold back 23 Reported and Actual This field appears on certain reports as a diagnostic aid to determine whether or not the location is uploading their information to iOffice correctly It does so by comparing the computed close out totals in the iOffice database to the ticket totals in the iOffice database In the event the two fields do not match that usually means that the upload did not complete correctly and it is necessary to re save the closeout and upload again Requests Requests are calculated using the service request feature When an employee is selected as being requested by a customer it increases the request count for that employee Because Requests are counted as a service they can artificially inflate your service count and even average service sales if your location charges for employee requests This can be circumvented by turning off the option that includes Requests in Service Sales See Software Settings If this is done requests will be counted separately from the service totals Retail to Net RTN Retail to net is the percentage of retail sales to total net sales It is calculated by taking the net product sales dividing it by the total net combination of product service gift requests and then multiplying the resulting number by 100 On the payroll report RTN is calculated using the Product and Service Commission totals as opposed to actual Ne
213. on as it stands from the time of the report s generation iites Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Closed Days History 8 l Sales Submission Status Settings Tf a store has more than one outstanding report this lists the oldest report that is missing data incomplete If there are no reports missing data it shows the oldest report that has not been confirmed pending Otherwise it shows the latest report regardless of status Submit button disabled for Admin user Store Report Beginning Status Regis 01 2014 06 01 Submitted Confirmed 02 2014 06 01 Submitted Confirmed 03 2014 06 01 Submitted Confirmed UA 2014 06 01 Submitted Confirmed Up 2014 06 01 Submitted Confirmed F 2014 06 01 Submitted Confirmed 08 2014 06 01 Submitted Confinmed 08269 2014 05 01 Submitted Confirmed 08291 2014 05 01 Submitted Confirmed 08368 2014 05 01 Submitted Confirmed garz 2014 05 01 Submitted Confirmed 08808 2014 05 01 Submitted Confirmed 09 BCFC 2014 06 01 Submitted Confirmed 10 BCFC 2014 06 01 Submitted Confirmed 103 NES 2014 05 01 Submitted Confirmed 104 NESC 2014 05 01 Submitted Confirmed 105 NESC 2014 05 01 Submitted Confirmed The four horizontal columns are broken down as follows e Store The name of the individual salon as it appears in RSD s operational and administrative databases e Report Beginning Will either simply display the date corresponding to c
214. onic or mechanical including photocopying and recording for any purpose without the express written consent of Rogers Software Inc Contents Jade elle a p A E N AN EA A E A ne auanaseaeeneeaassuesuandsvaceedenervereyvarsiees 1 Fad one an EE 2 System SCI CI is eege EEE EEA 2 OS EACH RR 3 LOGOO UN BE 3 Password COUGH En 3 Why are the Password Requirements SO Stringent cccccccsssseceecssseeeeeesseeeeeessseeeeeeesseeeeeessseeeeeesssaaeees 3 Why Mustl Agree tothe EULA Each Time Log INt0 IOFFICE ec eececcceeeseseceeeessseeeesessaeeeeessseseeeesssaseees 4 Part Two iOffice Overview And HOME Page nennnnnensnnnneninnnenrnnnrrnenrnnnnnrnnnnrrnnnernnnsrnrnnernnnnrrnnnnrnnnnennnnnnna 5 TheiOffice HomePage EE 7 Part Three EE eege ee 8 OSES PAO FEIN US secede E e S EAE E 9 Setup Business e ge e RE 9 SOUS HOF REDONS sorene E E E E REE AE EE E E EE 10 SS UII Te EE 11 SCUD gy are e EE 11 SS LUI IS TOM DON cp snsra rg cen ana ceiteaa AE E AE EO R 12 SEET eege 13 SI ales Tax Update Utility a cersar ecteenarrgsornsisonmmaraaeacanantstpennesasenes oursenscisorsumiesussangaitiaawadeacnnacianevaaeonmnaataeen 13 RS NT e NC OI EE 14 Setup Settings Change ITNT EE 15 Setup Store Update E EE 16 SU te 16 Sei o E GC 17 Scia IAC OG EEN 17 FRF 1 1S S deS T D E A A E E 18 EE EE Eeer 19 Kielen lele le e UE 20 PartSix elen 26 PAD DO IMIG I PUIG E 27 AppointmentPercentage 0000000nnneenennnrrnrnnrnnnnnnnnrnrrrrr
215. or product sale per ticket Tips Tips are calculated using the employee tip information entered at Check Out In order to ensure that accurate tip data is gathered for employees it s important to make sure that Track Employee Tips on page 75 is enabled and that employees are actually entering their tip data By default any tip on a credit card transaction that is not assigned to an employee will be credited towards house Voids Reports that list the total number of voids pull the data from tickets that have been cancelled Only tickets that have their status set as void are counted in the calculation 25 Part Six Audit Reports Appointment Audit Appointment Percentage Appointment Sources By Type At A Glance Audit Trail Exceptions Gift Card Guest Summary Paid In Paid Out Permission Report Semice Gap Shop Charge statistics Tally Transaction Export Time Clock Tuition 26 Appointment Audit Gite Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Preferences Hello Aaron Gipson Sign out Select Stores naii Gea State No appointments were modified during this time frame Status Canceled e Employee Stylist Creator Updater Customer Select date 04 03 2014 to 04 03 2014 Generate Report Displays all appointments that have been edited for a given timeframe along with naming which individual employee made
216. ore amg_test2 Last Upload 1 May 2014 7 59 PM MDT 186 17 7 131 59 This submenu displays a color coded roster of all stores and salons in the given iOffice account along with their last upload time and the IP address from where the upload originated Where backdoor access is available clicking on the IP address will activate a link that will engage the remote connection searching and reviewing past upload logs is also available from this submenu by entering the proper date range using the dropdowns on the left 17 Part Four The Sales Tab Start 04 01 2014 End 04 01 2014 Product Sold All Products Service Sold All Discounts Show All All Services Show All Show All Discount Used Payment Used Ticket Status Ticket Type Employee Customer Name All Employees Sale amount less than Tradedown Theft Audits Amount tendered is greater than amount due by Service time greater than Wait time greater than Select credit or check for best results Tickets for April 1st 2014 Click a row to edit the ticket indicates there is a service or product on the ticket with commission being applied to someone other than displayed employee minutes minutes Legend Edited Tickets Multi Tickets IDA Date Stylist Receptionist Customer Status Service Ticket payment _PaY Time Total Types 1 04 01 2014 10 53 54AM 001 Jangmu Tamang House Sale Estrada Karena Completed Omins 5 25 5 25 Cash 2 04 01 2014 1
217. ort Display Gross Column No w Haircut Min Flag Time Specify a minimum flag time for haircuts for anti theft If an employee performs a service without entering it in the computer but enters it at the last minute because the customer wants a receipt or because another employee arrives this will be flagged Haircut Max Flag Time Specify a Maximum flag time for haircuts for anti theft If a haircut typically takes 15 minutes you might set the maximum to 20 minutes If a haircut takes 40 minutes it will be flagged Sometimes this can indicate that a more expensive service was performed but the employee only entered a haircut and kept the extra money Include Requests in Service Sales If enabled requests will be listed as service on the Production report Age Definitions Child Teen Adult Customize your customer age group If you are using the Customer Database customers will be tracked automatically based on their birthday Mini Production Report Display Gross Column lf enabled this feature will add a Gross column to the Sales Summary on the Mini Production Report Weekly Report Start Day Specify the day of the week you would like the Weekly Report to start from Try to match this day with your pay period to reduce confusion 187 Software Settings Taxes Ke Birthday Settings Enable Inclusive VAT System No w Combine Taxes on Receipt No w Make Loyalty Cards Taxable No w Active Taxes Applies To Tax Name
218. ory Manager 1 SHRINK THEFT CycleCount 2 BREAK DEFECTIVE 3 SALON USAGE 4 OTHER 5 VOID RO 6 RETURN TO VENDOR 7 RE SELLABLE RETURNS 8 PROMO BREAKDOWN 9 TESTERS 10 Retail Skip Ticket Options Enabled Disabled Track Pricing History Enabled Disabled Allow Tip Limit Enabled Disabled Prompt for upload after product order Enabled Disabled is ordered electronically Tip Limit Percentage D Skip Ticket Options Skip Ticket allows you to bypass the wait serve screen while still obtaining customer information then moves the ticket directly to Check Out once a service and stylist has been selected from the preselect menu 201 Track Pricing History If this option is enabled the system will track product pricing history This is used in the Proof of Inventory report to calculate the cost of goods sold in specific date ranges Allow Tip Limit lf enabled the POS will allow a tip limit Prompt for Upload After Product Order is Ordered Electronically If enabled the system will prompt the user to upload after a product order is sent electronically Tip Limit Percentage Enter the Tip Limit percentage This feature runs in tandem with the aforementioned Allow Tip Limit 202 Part Twenty Two E Royalties Overview For the last 5 years the E Royalties program developed by Rogers Software Development has allowed salon owners to safely and status Closed Days SS convenient
219. ou can also select a lower amount to affect the commission This is useful when services are deeply discounted maybe to the point they are free to attract new customers If you determine that you still want your employees to get a reasonable commission you might set it to Yes 50 As another example if 20 00 haircuts are discounted to 10 00 because of a 10 00 discount only half of the discount will be removed from their commission Their commission will be based on 10 00 as only 10 00 will be subtracted If you set this to No their commission will always be based on the full value of the service or product without regard for discount This might be used in a new shop where services are discounted 100 for a period of time but stylists still need to earn commissions based on the value of the work they performed 120 Discount Valid From Through Enter the date you wish for the discount to initially be made available for selection as well as the date you wish the discount to expire This will allow you to enter an entire group of promotional discounts in advance For example if you receive a promotion calendar for an entire year you can enter them all at once Discounts appear when their start date occurs and disappear when the end date passes If you leave these dates blank the discount will immediately be accessible and it will not expire Free Service Bounce Back Enter the date you wish for the discount to initially be m
220. ou should currently have on hand You can see how this number was derived by viewing the Inventory Report on the Reports tab Reports tab Products Inventory Employee Points Enter points to assign to an employee who sells this product These points might be used as incentives and bonuses to encourage employees to offer certain products to customers thereby increasing the per customer transaction amount 131 Track Inventory Select Yes from the drop down if you want the system to track the product s inventory Alert Qty When the quantity on hand reaches the level you set here or below the next order you create automatically suggests you order whatever quantity it takes to get back to the par level Par Level This is the quantity that you would like to maintain on your shelf When you display a product Purchase Order it will show suggested quantities These quantities are calculated by subtracting the current number on hand from the par level If the par level is 6 and the number on hand is 3 SuperSalon will suggest ordering 3 Min Max Days Cover This is where you set the minimum and maximum days on hand you would like to have for the product to cover you between orders Taxable This option allows you to set a product as non taxable Usually this option will be set to Yes in order for proper taxes to be added to sales Additional Tax Additional taxes can be added for specific products Create the additional t
221. ow Membership Promo 09 15 2014 Active i enous Cannes Manas 03 26 2014 09 25 2014 NIA 03 28 2014 Brow Lip Services 09 25 2014 Active wl M ip 09 27 2013 09 26 2014 05 27 2014 09 27 2013 Brow Membership Regular 09 26 2014 Active Desoripti 09 30 2013 09 29 2014 06 02 2014 02 17 2014 Brow Membership Promo 09 29 2014 Active El Show Recurring Account 03 30 2014 09 29 2014 NIA 02 17 2014 Brow Lip Services 09 29 2014 Active Token 10 02 2013 10 01 2014 06 02 2014 10 02 2013 E L 10 01 2014 Active 7 Show Member Name 40 02 2013 10 01 2014 06 02 2014 40 02 2013 Brow Membership Promo 10 01 2014 Active V Show Member Phone 10 04 2013 10 03 2014 06 04 2014 03 12 2014 Brow Membership Promo 10 03 2014 Active V Show Member E Mail 10 05 2013 10 04 2014 05 11 2014 04 11 2014 Brow Membership Promo 10 04 2014 Active El Show Membership Card ID 40 05 2013 10 04 2014 41 05 2013 40 05 2013 Brow Membership Promo 10 04 2014 Late Bggenggegegg eee 40 06 2013 10 05 2014 05 06 2014 40 06 2013 E L 10 05 2014 Active Fl Show Balance Payable 10 08 2013 40 07 2014 05 08 2014 40 08 2013 Brow Membership Promo 40 07 2014 Active Shea takes 04 09 2014 10 08 2014 NIA 40 08 2013 Brow Lip Services 40 08 2014 Active Ei Show 40 11 2013 40 10 2014 05 11 2014 01 03 2014 EA 40 10 2014 Active 1 Show Member Address 10 13 2013 10 12 2014 05 13 2014 10 13 2013 Brow Membership Promo 10 12 2014 Active Show Member City 40 14 2013 10 13 2014 05 17 2014 04 17 2014 E L 10 13 2014 Active El Show Mem
222. per Skinny Serum 5 1 OZ 4 0 0 0 2 6 73 13 56 18 95 13 95 0 00 of DU 0 0 0 2 6 76 13 56 136 95 16 95 0 00 A DU REGIS In Total Total In Code Description Sold Rec Tan Adj e on Sold Rec d Stock Cost Net Retail Retail Retail 9132 A 1 0 0 D 2 6 70 13 40 16 95 16 95 0 00 A3 D0 165155 fiber strong duo 1 0 0 D 1 9 60 9 60 400 2400 0 00 400 165492 sexy hair hard up d 0 0 0 0 0 00 0 00 17 95 17 95 0 00 0 00 A 0 D A shows the movement of products in and out of the salon s inventory It also can be run from a date range and displays whether an item was sold received transferred or adjusted Inventory Transactions Inventory Turnover Thursday May 1 2014 Tuesday May 6 2014 Sale Code Brand Category Description Qty Par 78115 REGIS DESIGN LINE SHAMPOO Curl Lock Shmp 10 102 1 1 T0062 Johnny B STYLIMNG FINISH PROD Johnny D Med Hold mode 8 oz Tube 1 1 TOOTS Johnny H STYLING FINISH PROD Johnny B 16 to 20 of Tub of Mode 1 1 Displays product sale quantities along with their corresponding par levels to better gauge turnover rates 12 Monthly Sales Trend Product Monthly Sales Trend RSD Documentation 2014 2013 amp D V OF A A A A A AM AM H WM BW BW AW AW Im Im 18 12 YTO YTO Diff Wa 13 44 413 74 13 24 13 d4 43 214 13 d4 413 d4 13 q4 13 d4 213 d4 13 214 13 14 13 Ammemtan Brew 30 3 Si Si Si HN 3 HO Si WH m WH 0 WH WWW WD WwW W WD HD W 50 50 o Clubman 50 50 3 WD WH Ww W 3 PWD WW 20 20 DD
223. performed per production hour worked Calculation Service Cuts of production hours worked SPC Sales Per Cut Is the average net income from tickets where a Cut Services in Cut categroy was performed Calculation Total Net Sales of service cuts MTS More Than Service Is the percentage of tickets with more than just a service or just products Calculation If ticket has a service and aditional items Products or Services count it The user configures tne start day of this weekly ranged report and It displays retail ano service performance broken down by payment method total sales per hour and several other metrics 102 Weekly Report Weekly Report Sunday May 4 2014 00 00 Saturday May 10 2014 23 59 Summary Deposited Total Orver Under Tot Employee Hrs a7 29 Voids 2 Redos 0 Cash 3052 25 0 00 Payout Vendors Sp ep Look And Walks 0 Cuts 58 Check 18 00 30 00 BS emp eum Refunds 0 00 Net Services 1306 00 PCC Gift 30 00 0 00 Prod Refunds 30 00 Net Products 37 58 Credit 3670 68 50 00 Tax 3 10 Gifts 50 00 jii Gs we Paid In 0 00 Totals 1340 93 0 00 Drops E Total Net No Tax 1343 58 Customer Statistics bender Source Type Age Male 87 53 52 Repeat 83 12 64 Senior 3 90 3 Female 32 47 25 New 16 88 13 Child 3 90 3 Adult 45 45 35 Unknown Unknown Unknown Unknown Ticket 0 00 0 Ticket 100 00 Gen Ticket 0 00 0 Ticket 46 75 38 Quick Sale 0 00 0 Quick Sale
224. ploads Inventory Birthday Settings World Search SMS Alerts Tips Retail Discounts Save Settings Wait Time Instructions a Wait Time Disabled Yes 9 No Default Service Supercut 20 e 20 Assumed Walk in Rate 0 D i Wait Time Tuner 0 Ka Wait Time Refresh Rate 45 Factor In Employees Schedules Yes No Factor In Appointments yes No Factor In Call Aheads Yes No Display Wait Time Chart yes No Default Service Default Time The call ahead wait time is designed to assume that walk ins may show up before the call aheads arrive To provide an accurate time estimate iOffice pads the call ahead time estimates to accommodate potential walk ins The service or time chosen here is the assumed service time of any potential walk ins Assumed Walk In Rate This option creates a separate wait time bar for call aheads provided a number larger than O is used The call ahead wait time bar is calculated based on the Default Service Time selected and whatever percentage is used in this box Locations that constantly have customers walking in may want to use a higher Assumed Walk in Rate so that their call ahead customers have a more accurate view of the potential wait time Wait Time Tuner This option will increase or decrease the walk in wait time and the call ahead wait time calculation by the specified percentage It allows you to adjust the wait time estimator to your salon 194 Wait Time Refresh Rate
225. ploy e el 64 PUI Ae 64 Blies 64 FY VOM ere E seu 5 ptesuerad Seaudctausdenltauehigesst vec onentas 65 elen 67 Betziwlelal ele fie 67 SPM E 68 TUS RUE 69 FUSS ES WINNS E 69 Part Thirteen Product Reports ENNEN 70 Employee Ste lier 71 VORTON EE e MENON Ee e EE 72 Mony SSS e RE 73 Operator s Product Sale Register saissioccnaicnccorscesenseanesnnssandecaybdesensadesshinuanesaudess veadehactentdcenesdecenaddesesunsetasanes 73 POC BCEE 74 Bireleltieger LEE 75 PROCITE AES FAY SS an E E N E nes 76 ProductSales TT 76 Kee E el 76 Sales Register VOICE WISE EE 77 gt 6 E 77 Sing eifler en Se CC 78 52Week Tracking TAC ION E 79 PCT ACS VAIN INS E E E rs ctcae gente E E A E E E E E 79 Average Weekly he oe ee ee nce ee eee ee eS eee eee eee eee eee eee ee eee 80 BF ROY UE 81 Eeer 82 Comparison SION dE 82 DAY DOU RODOR WE 82 edt OA REDON EE 83 DAN RODOR E 84 ESOS NY S esaia e ie EEEE E E eE EE 85 Bles IE SU AN A E A E EE A E E A E EEEE 86 DIODO e E dca cece tse p veudgeese oe cee aeeeened een aeneueses snesenasgdeaaesenqsaces 86 Sylellee RAN INO RRemeeeenen tees mene er fe he orem E ent me oe eee none ene ene ee een a er 87 Buleile dEr Ys csicsercstvae na cieeaaconivinrerainaSecnsiniaunen vevstovaseatsaativienduisiviseeverdasainieives seeeadeasaeaaernae 87 Rodiy Sales E UE 87 Sylele BE 88 KION lf leie UE 89 MOAN e 90 MONNI ACO rnr E A A E E A 90 LERLA Ae Te 91 KOMAN ITONO WE 92 Performance Trend Analysis see este estan deic
226. port displays a snapshot view of all shop charges incurred by individual employees over a given date range 32 Statistics Coach Haircuts Audit Statisti May 1 2014 May 2 2014 Summary Customer Statistics Completed 96 7 87 Gender Source Type Age vods 01 1 1 Male 93 10 81 Recurring 88 51 77 Child 1 15 1 Redos 0 0 0 Female 575 5 New 11 49 10 Adult 1 15 1 Walks 4 Child 1 15 1 Unknown Unknown Unknown Unknown Ticket 0 00 0 Ticket 100 00 87 Ticket 0 00 0 Ticket 97 70 85 Quick Sale 0 00 0 Quick Sale 0 00 0 Quick Sale 0 00 0 Quick Sale 0 00 0 Total Customers 37 Employee Statistics New Tot Name Hew Repeat Customers Refunds Redos Requests Cust Cust Returns Returns Burnett 13 64 3 86 96 19 Ke D 0 0 0 0 0 00 CN 0 00 O Malone 4 17 1 95 83 23 24 D 0 0 O 0 0 00 0 00 O Myers 11 76 2 656 24 15 1 D 0 0 O 0 0 00 0 0 00 OO Stromer 16 67 1 83 33 5 6 D 0 0 O 0 0 00 0 0 00 O Tatham 16 67 3 83 33 15 18 D 0 0 D 0 0 00 0 0 00 CO Totals 11 49 10 88 51 FF af g 0 0 O85 0 0 00 Ch 0 00 O Redos Daily ID Date Employee 0 Redo Records Found Voided Tickets Daily ID Date Employee Reason for Void Void Amount 36 05 01 2014 04 30 pm Malone Old Status servicing Walk Out long wait 12 00 4 Voided Ticket Records Found Void Total 12 Modified Tickets Daily ID Date Employee Reason for Void Void Amount
227. r 56813658 Open Date Office Phone Number Helpdesk Phone Number 888 458 1001 Option 1 Release Manager Aaron Gipson EIN Number 8675309 City Fort Lauderdale Zipcode 33304 Expiration Date 02 30 2020 Station POS Phone Number Helpdesk Email support rogerspos cc Above is the default view for the Store Setup submenu as it appears when the user first logs onto it This submenu is for information that will be necessary for other iOffice and the SuperSalon functions such as scheduling appointments and certain aspects of payroll Editing settings for RSD Documentation store Setup Store Setup Store EE Release Store Hours Mon Tue Wed Thu Fri sat Sun Opening Time 9 00am 9 00 am 9 00 am 9 00 am 9 00 am 9 00 am 10 00 arr Closing Time amp 00pm 6 00 pm 6 00 pm 6 00 pm 6 00 pm 7 00 pm 6 00 pm Time fields should be entered as HH MM am or HH MM pm For example the second button labeled Store Hours is where the user configures the hours of operation for the salon The information input here is also used by the system to check schedules and appointments Booking either will result in an error message if they fall outside the parameters of the hours set forth in this submenu The third button labeled Release contains the template for users to configure with a chemical release statement on customer receipt 178 Upload PDF Editing settings for RSD Documentation Upload PDF Files No fi
228. r a customer name and it will bring all records of that name and give the user the option of merging them Re synch SalonCheckin This utility resets and recalibrates the communication protocols between iOffice and the salonCheckin server This should be run if there are ever complaints about the checkin Site being down 180 Part Twenty One Software Settings Both iOffice and the SuperSalon Software Settings i E eg me wame w POint of sale system it governs Inventory Birthday Settings Word Search SMS Alerts Tips Retail Discounts z have a large array of settings that Misc are designed to allow users to ecu ERENT customize their systems to the Gift System en tte exacting standards necessary I eat a oe for their unique business Block Back Bar Product Sale e H E No b Deeg environments The next section of Show Invoice Number in Sales ves No this user s manual will contain all Format Invoice number format ee E eege of the definitions for the settings Fe deisde and how they affect performance Customer Contact Info yes no Require Password for Clock InOut y No and function And due to the scope Disable TimeClock Reports Yes ia No S EE ee of this section it was neccesary to Standard interval for lunch breaks 30 omit it from the previous section Allow Services with Service Gap i D EC No o Allow duplicate services in package ves i No and give it its own Default Seree
229. r to access the Timeclock screen Disable Time Clock Reports If this line is disabled employees will not be able to print the Mini Production and Itemize Reports from the Time Clock Allow Services with Service Gap Setting this to No will cut down on idle time spent by the salon staff Allow Duplicate Services in Package This allows owners and managers to decide on including more than one performed service on their package deals Default Screen This setting determines whether the Wait Serve screen or the Appointments screen is populated as the default view for the business day Scheduler Tab This is the setting that determines whether or not SuperSalon s Scheduler tab is utilized for staffing or if the ownership management staff uses their own method After the receiving upload is performed the store side POS will need to refresh their browser with F5 for the setting to take effect School Settings SuperSalon and iOffice have many functions that apply to schools Here is where you enable or disable these functions When you enable School Functions several new fields and buttons appear throughout the POS and Office Show Today s Sales Gives the option of viewing Today s Sales from the Wait Serve screen of the POS Show Additional Time as Personal Time This setting alters reporting metrics to show any time that goes above and beyond the established schedule as non billed time 183 Display Next
230. report is the Sales amp Commission totals This section of the report actually lists the amount owed to each employee as part of the service and product sale breakdown Unlike the other sections of the report this section could be considered four separate parts 65 amp a0 a 8 3 DOE om 62 D0 i 97 1 208 46 56 17 6 56 6 15 610 00 0 00 305 00 i 72 4 000 000 6800 000 000 000 000 000 000 O00 000 000 000 70000 000 O00 000 700 00 1029341 38 99 The first part lists the employee information Employee ID Name Total Number of Guests assisted pulled from their ticket count their Retail to Service Net RTSY and Retail to Net RTNY The next segment is their service totals Sales also known as service Commission Sales Per Hour SPH Commission generated from any commission plans assigned to the employee the commission plans in question calculate their data based off of the service sales amount listed in this section Bonuses also from any relevant commission plans Request bonuses and then a total of Com Bonus and Req The next segment is their product totals Sales also Known as product Commission SPH Sales Per Hour Commission generated from any commission plans assigned to the employee the commission plans in question calculate their data based off of the service sales amount listed in this section Bonuses also from any relevant commission plans and then
231. ross Cut 0 00 Female Cust 0 0 Cuts 10 mins 0 Cuts gt 20 mins 0 FG RV PPC 0 00 Tips 40 00 2 Srvs Tickets 0 Net Prds on Srvs Tickets 30 00 Net Amnt Srvs Tickets 30 00 Avg Srws Ticket Amt 30 00 Net Fris on Srvs Tickets Net Srvs 0 00 The report shown above though new has quickly gained popularity as it tracks employee performance in both sales and retail concerns in minute detail 63 Employee Schedule Two Week Schedule Monday 05 79 2014 Sunday 05 25 2014 Employee Name Mon 19th Tue 20th Wed 21st Thu 22nd Fri 23rd Sat 24th Sun 25th Stylists LOPES WA WA WA WA MWA WA WA RUIZ WA WA WA WA WA WA WA LUJAN LARES WA WA WA WA WA WA WA DIXON WA WA WA WA WA WA WA WINGATE WA WA WA WA WA MA WA QUINONE WA WA WA WA WA WA WA Monday 05 26 2014 Sunday 06 01 2014 Employee Name Mon 26th Tue 27th Wed 26th Thu 23th Fri 30th Sat 31st Sun 1st Stylists LOPEZ WA WA WA WA MWA WA WA RUIZ WA WA WA WA WA WA WA LUJAN LARES WA WA WA WA WA WA WA DIXON WA WA WA WA WA WA WA WINGATE WA WA WA WA WA WA WA QUINONEZ WA WA WA WA WA WA WA Shows past and current schedules of all active salon employees based on the active page and can be filtered for individual start day Hourly Bonus Hourly Bonus Report 05 01 2014 05 05 2014 Payroll ID Name Stylist Training Total Hours Bonus D Broderson Brooke 16 36 0 00 16 36 0 00 0 Hibbard Sally 2 13 0 00 2 13 0 00 0 Menzel Mandy 41 49 0 00 41 49 0 00 D Miller Heather 27 43 0 00 27 43 0 0
232. rrection Remember that all changes must be sent to the point of sales system via standard upload in order to match on both ends 134 Quick Keys Editing settings for RSD Documentation Quick Key Checkout Favorites Checkout Services Checkout Products Appoinment Services Actions Service List Service Code Description Specialty Club Cut Young Mans Cut REQ REQUEST Standard Cut Specialty Cut Signature Shave Gentlemens Choice Beard Trim Frofessional Hero Cut Souvage Amount 35 00 15 00 0 00 50 00 10 00 29 00 17 86 The Quick Keys functionality is illustrated above and it allows the user to select and order the display of services on the POS end Ordering them is simply a matter of clicking the appropriate arrows to send the service up or down according to the user s wishes 135 Resources Editing settings for RSD Documentation Menu Actions Kl Manage Resources Currently Active Resource Categories Clipper Blades Conditioner Egg Ralls Hot Towels Massage Table Reiki Table Ei Sei Ei If you have resources that are required for some services here is where you set these up Examples might include a massage room for a massage or a tanning bed for a tan Select the Manage Resource Categories button Enter a name for the Resource Category and select the Add Category button Then select the Manage Resources button to add the individual resources
233. rrrerrrnrnnrnnnnnnnnnnnenenrrrrnrrrrttnnnnnnnnnnnnnnnnnnnrerenerenn 27 LEE ee 28 AU UN 28 deele 29 EI Cell EE e 9 gt Rene E enter tee ane rae a E a eee eer E Oneeee 29 SS ie nl le E 20 Seel 31 LLLA alm DOM EE 31 BS ICS AD ME 32 lei elle 32 Ee EN ebe 33 Taly iere TT NEE 34 later 34 PartSeven Customer Reports caedesv aetersce esterase rarer cca lp can eine gecee taensvecstrs iaetontiedstaedes eae caetanagestemewers 35 a ere lw 3 EE 36 le CR 36 SU SOMEREN I sp gsc reascte terns escent E EE EE E E E EEE R 37 Customer Retention Analysis Non Returning cccccccsccccesssseeecesssseeeeeesseesecessseeeeeeesseaeeeeesseseeeesseaeess 38 EE e E A E A E E E A E E E eos 39 DA TAO eien E E E rey ceuesseeeusieesace 40 EGG ACS E 40 ele 41 Re E eni e e a E fee uence EE E E E E EA E EE eee 41 SOUCO E di e e 42 Part Eight Discount IC DOM Sscc cis xxtencereseyadconncedesnbuessieesneveinaudedsatdeadeneuaeiiewsee ce seaedinconrsensdand ortiearoirsacte 43 Traffic Discountltem Report ae ee ee eer eh ee eee 43 PIS OU NS occ ra E ciesee ooo ces tien neta cause enmnesire E E enaaseaca seat sgesasscaneseyeentoess 44 ISCO SAG EE 44 Part Nine GiftCertificate Reports ee eeementn eee eene meet ene nr nea ee Seen eee ene ere ee nee eee ene eee ere 45 SEH HEES 45 Be 45 Part Ten Membership Ee el cate caster eccgecesncieceeseiestesaesse ceces nctasees aesaebaneusensesuesnasceatpatesnetechorsereemenaneaseee 46 Membership Activity Report E 46 Members
234. rt note will appear when servicing an appointment Show During New Ticket Creation lf enabled the birthday pop up alert note will appear when creating a New Ticket Show in Servicing From Waiting Tickets If enabled the birthday pop up alert note will appear when a ticket is moved to waiting Show in Service Ticket Receipt lf enabled the birthday pop up alert note will appear on the servicing receipt when the ticket is moved from Waiting to Servicing Software Settings SMS Alerts SMS Alerts SMS Configuration Enable SMS Messaging 4 Salon Mobile Number SMS Account Balance Allowed SMS Quota for the Salon is over Appointment Alert Message Send this message after Se A appointment booking 0 140 Characters Appointment Confirmation Message Send this message on appointment 98 confirmation 0 140 Characters Appointment Reminder Message Send reminder hours before 2 4 appointment time 0 140 Characters Checkout Alert Message Send message 98 A minutes after checkout 0 140 Characters Return Visit Reminder Message Send message 98 A days after checkout 0 140 characters Birthday Alert Message Send message 98 A days after checkout 0 140 Characters SMS Send Time Format should be HH MM am or HH MM pm Closeout SMS Send SMS After Closeout X Mobile Number Long code SMS URL Setup Please enter Long code SMS url along with user name and password Format http longcode dime co SendSms aspx username
235. s Daily Posting Daily Posting May 01 14 May 01 14 Sales Adult Male Cuts Adult Female Cuts Children Cuts Styling Ferm Styling Color Styling Treatment Styling Wax Gift Certificates PCC Gift Cards Gross Product Sales Cost of Product Sales Sales Tax Deposit Cash Checks Credit Over Short 278 00 159 00 26 00 0 00 10 00 72 56 32 03 60 00 497 70 This report displays the raw revenue amount of sales broken down by individual service and each selected store within a given date range 50 Daily Posting Daily Posting May 01 14 May 01 14 Indian Trail Sales Adult Male Cuts 278 00 Adult Female Cuts 159 00 Children Cuts 26 00 Styling Perm 0 00 styling Color DU DU Styling Treatment 0 00 styling Wax 10 00 Gift Certificates 0 00 PCC Gift Cards 0 00 Gross Product Sales 72 86 Cost of Product Sales 32 03 Sales Tax 6 34 Deposit Cash 26 50 Checks 60 00 Credit 497 70 Over Short 0 00 This report displays the raw revenue amount of sales broken down by individual service and each selected store within a given date range Discount Report Multi Store Discount Usage by Quantity The multi store version of this report allows users to track the performance of various promotional discounts across several salons Research and forecasting are assisted with the various filters included in its operation as well 51 Employee Trend Employee Trend January 2014
236. s 35 min s 25 min s 60 minis 20 min s 25 min s 0 mints 0 mints 0 mints 0 mints 0 mints 18 Service Record s Found Services Category Color Color Color Color Color Color Color Color Color Color Color Hair Cut Hair Cut Style Other Child s Services Packages Hair Advanced Other Price 30 00 30 00 40 00 60 00 70 00 110 00 45 00 30 00 10 00 0 00 19 95 10 00 8 00 0 00 45 90 5 00 0 00 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Displays the current Services roster for the selected location and for multiple salons at once if so desired 107 Service Sales Service Sales Thursday May 1 2014 Thursday May 1 2014 Sales by Category Category Sold Gross Discount Discount Refund Refund Herz Void Void Hair Cut 30 386 55 6 18 00 0 0 00 368 55 0 0 00 Child s Services 2 19 90 1 2 00 0 0 00 17 90 0 0 00 Total 32 406 45 T 20 00 0 0 00 386 45 0 0 00 Sales by Service Code Description Category Sold Gross Discount Discount Refund Refund WNet Void Void 10 Adult Haircut Hair Cut 23 302 85 6 18 00 0 0 00 284 85 0 30 00 TI Adult Cut amp Style Hair Cut 1 79 95 0 0 00 0 0 00 19 95 0 0 00 12 Kids Haircut 11 and under Child s Services 2 19 90 1 2 00 0 0 00 17 90 U 0 00 13 Senior Hair Cut 60 and over Hair Cut 5 59 75 0 0 00 0 0 00 59 75 0 0 00 15 Beard Trim Hair
237. s added to the Setup Tab SuperSalon and iOffice allow you to prompt for credits and grades at ringout This is usually used if an instructor is present 176 Prompt for Credits at Ringout When Yes is selected on this screen a popup appears at ringout allowing an instructor to enter credits for services performed If this setting is set to No students automatically receive full credit for the services they perform which can be edited by navigating to the Reports Tab School Student Credits Prompt for Grades at Ringout When Yes is selected on this screen a popup appears at ringout allowing an instructor to enter grades for services performed as well as a space for customers to grade the service as well Grades can be edited and unassigned grades can be entered at Reports School Student Grades Grades are unassigned if the Skip button is used at ringout The grade field supports up to two decimal places of precision for example 98 75 Grades and credits can also be assigned for services performed on mannequins This allows students to receive adequate grades and credits to graduate in a reasonable amount of time in the event there are not enough customers 1 77 Store Setup Editing settings for RSD Documentation Store Setup Store Setup Store Hours Save Settings Store Setup Owner Matt Rogers Location Name eLearning Demo Address 1117 NE 2nd Ave State Florida X Shop License Numbe
238. s the effectiveness of these programs It is highly recommended by Rogers Software Development that you apply the same password strategy to all of your computer based authentications 3 Welcome to Office DY SuperSalon User Name Password E have read understand and agree to our EULA Login Forgot My Password Read our End User License Agreement EULA Read all of our Security Recommendations Now that you have the proper login credentials go ahead and type them in the appropriate fields If this is your first time using iOffice please be sure to click the link below the login fields to read our End User License Agreement This document goes into detail on the rights and responsibilities of iOffice users and their delegates Why Must I Agree to the EULA Each Time I Log Into iOffice This is something that has been asked many times via e mail and phone conversations with technical support Though it may seem tedious the reasons behind this practice speak to our commitment to security for users and developers alike Each time you log into the iOffice environment you are entering an environment where the financial and transactional information of yours and tens of thousands of other businesses is accessed 24 hours a day Isn t it good to know that every single person who accesses this network agrees to do so in a manner set forth in the license agreement every time they login Part
239. ssion based on the ratio of retail product sales compared with service sales 165 Retail to Total Sales Product Commission This is a product commission based on the ratio of retail sales compared with total sales Service Based on Product This is a percent commission for services determined by the amount of product sales calculated either as a total of all sales or as a dollars per hour figure Product Brand Premium This is an extra commission paid on a specific brand Tenure Bonus This is a payroll bonus based on employee longevity Service Category Premium This provides an extra commission on all service sales that belong to a specific service category PPG Service Commission This is a product per guest service commission Employee service commission is based on product sold divided by the number of guests Hourly Options This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers Tech Support NTA Commission This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers Tech Support Additional Bonus This allows you to add additional bonus amounts to an employee s time card for service products etc Production Fee This commission plan is used to remove a percentage of an employee s commission for service sales 166 The commission screens allow you to setup commissions and bonus plans Each salon can have multiple com
240. stem and though their labels may seem self explanatory the following sections will map out each feature of these submenus It is also important to know how they relate to the other features and setup options 203 The Overview Page The default view for the E Royalties section of iOffice is the initial overview page that gives a quick numeric summary of all salons participating in the E Royalties program as well as their current statuses As can be seen in the illustrated example below this page also offers a reminder to the user of their current status and how many days if any they are late in making their submissions A link to the current E Royalties manual is also available from this screen via the self titled link located above the Sales Submission Reminder Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice RE Overview Status Closed Days History settings Sales Submission Reminder 37 of 1392 salons wil submit this evening 1087 of 1392 salons submitted and confirmed 0 of 1392 salons submitted and pending confirmation 132 of 1392 salons ready to submit sales 135 of 1392 salons missing data 1 of 1392 salons have reported an error Please click status on the menu to view each store s status and submit sales Though the information located in this section may seem to be more generalized than what may be needed by the client each m
241. t Retail to Service Net RTS Retail to Service Net is the percentage of retail sales to net service sales It is calculated by taking the net product sales dividing it by the net service sales and then multiplying the resulting number 100 On the payroll report RTS is calculated using the Product and Service Commission total as opposed to true net Sales Per Hour SPH SPH is specific to the payroll report Whereas PPH is calculated using Net and Gross 24 depending on what the report is trying to accomplish SpH is always calculated by dividing the employee Commission total by the number of production hours worked for the given time range Service and Product Categories On reports that provide a breakdown of different service and product sales based on their category the information is pulled from the transaction data created when a ticket has finished Check Out In order to ensure that the correct categories are presented it is important to make sure service and product categories are set up correctly Ticket Average Ticket Average or T A is calculated by adding together the total of amount due for all completed tickets during a given range and then dividing the resulting number by the amount of completed tickets there were Depending on the report modifiers can be used to provide a more thorough breakdown such as only giving the ticket average for male or female customers or even only giving the average service sale
242. ted traffic is displayed in terms of estimated gross sales per hour and is then divided by the productivity goal to calculate the number of employees needed at any given time Walk outs and Look n Walks can also be factored in The lightly shaded columns are gross estimated sales for the hour This column is the average net sales generated from tickets started during that hour over the date range run The darker shaded columns are the number of employees needed for the hour It is calculated by dividing the number from the first column by the Assume Production rate entered prior to running the report These are expressed in decimals We know you cannot have 3 65 employees working but you can round up or down according to your needs 99 When running the report the date range may be as long or as short as needed although it is recommended you run one for a similar period of time to what you are considering scheduling for An example of this would be looking at last year s holiday data when planning for the current year The Forecaster considers all past sales that occurred when the customer walked in not when they were serviced This allows the estimates to be based off of when the customer actually wanted to receive their service not when it was actually received For the purposes of this report walk outs are considered tickets that were placed in waiting and then subsequently voided Look N Walks are customers who entered the salo
243. tently invoke one of these shortcuts Description The product description should show the name of the product and the size Try to keep the format of the descriptions consistent They do not need to include redundant information like brand category or pricing Brand Vendor and Category To select a brand vendor or category these must first be set up on their respective screens under the Manager tab This information enables the use of the Quick Pick system and helps for searching and ordering For instance you can generate orders by vendor or search for all products of a specific brand Pay Commission Products with Pay Commission set to Yes will be included in the commission calculation on the payroll report assuming that a commission plan is defined Typically this will be set to Yes For special products such as closeout products owners may wish to not pay commission Number of Allowed Discounts This option allows you to limit the number of discounts that may be used on this product in a single transaction This can keep someone from ringing up a sale with a senior citizen discount a newspaper coupon a 2 00 discount card and a student discount all on one ticket by limiting the product to one or two discounts Set to No Limit if you want to disable it Applicable discounts can be selected at the bottom of the screen Points to Credit This field will only appear if the point system is enabled Enter the number of po
244. th the Office and the Store Each setting determines if new items should only be added from the Office or the Store Employees Both e Vendors Both Services Both e Product Categories Both Products Both e Product Brands Both e Discounts Both e Payment Methods Both Timeclock Positions Both ReceivelTransfer Adjust Both Associate Schedule Both Package Sale Both Series Sale Both Block Data Management Access Disabled The upload settings are configurable from this submenu and should be reviewed very closely before implemented Any image above you can see a series of 14 drop down embedded settings which correspond to different aspects and elements to the SuperSalon point of sale as well as iOffice In this screen the user can select which system will be the authority as far as the input of new information Example Having services selected to iOffice only means that new services will need to be input from iOffice alone because if they were done so on the POS the new service would simply disappear after the next upload because that service was not present in iOffice Software Settings Inventory Software Settings Misc Reports Taxes Tickets Appointments Wait Time Uploads Birthday Settings World Search SMS Alerts Tips Retail Discounts Inventory Use Price Groups yes No Average Inventory Type Average Block all Inventory modifications except Adjust Out Ayes No 196 Use Price
245. the change Appointment Percentage Appointment Percentage Report RSD Documentation From 05 07 2013 To 05 31 2014 een of own a ronan vows vor o aon 0 aon a S fs TC E ewpert0 0 oavw a voooox 3 _oarw soon 0 ooo 0 00 Zeg 0 oavw oo o ees o oan mes pam 0 oar ooon ooon oore o ooo 0 ooon avis 0 oavw 2 roan gt sorm soon 0 ooo 0 000 srenwta 0 oan 1 vooaox 1 sorm soon 0 ooom 0 00m wenayie e vwoaox 1 est 0 oan mes Wee 0 oan oon 1 o ees o oan mes Sai 0 oavee 1 vooon 1 o00 set 0 oan 0 00 arco 0 oavw 1 oo 1 ooo ooo o ooo mes eg T 1 vwoon 1 t00 seorm 0 ooo mes fonts 0 oavwe 4 ronan 1 o00 soam RER Leg of owns 0 con a 00 ton0n 0 oan 0 00 Se T 0 coon 0 00 ron0m 0 oaow mes bet 0 ave 0 coon 0 00 ron00n 0 ooo 0 00 iewen 0 oavee 0 coon 0 000m ron0n 0 ooo mes fens of owns of con 0 00 ron0n 0 oan 0 00 Saono of om j ooo 26 ooon ooo o om of o This report presents data on all appointments broken down by individual employee It further shows the percentage of no shows and cancellations along with demographic information Of At a Glance At A Glance May 1 2013 May 31 2014 Store Name Net Services Net Products Total Net Net Gift Certificates sold Discounts Prod Hours Services Hour Products Hour RSD Documentation 460 90 141 25 602 15 0 00 2
246. the options appropriate to your scenario while paying special attention to each of them to ensure no unforeseen mishaps 4 Select the individual characteristic Service product etc or characteristics you would like to have synchronized 5 Choose the salon or salons that are set to be the receiver of the data 6 Perform synchronization test and wait for the successful message in the subsequent pop up 7 Perform the actual synchronization and wait for the positive indicator in the form of another pop up 8 Celebrate the successful synchronization with whatever method is appropriate to your scenario and or personality Store Sync Products synchronizing products involve special attention paid to the details and options involved when first setting it up Always be mindful of the Delete Items Not Found in the Master setting when setting up the synchronization as it will delete anything not found in the master store Larger accounts with regionally based products would be most affected by this Store Sync Series Sales synchronizing series sales is a very straightforward process that leaves very little room for error or potential tragedy on the part of the user The process is almost exactly the same as that of synchronizing services and the synchronization itself takes a relatively short amount of time 150 Store Sync Packages salons who engage in package deals will no doubt find the synchronization functionality qu
247. the user to iOffice s Store Sync functionality This tool allows owners and their delegated managers the ability to move services products discounts and other aspects of the SuperSalon POS system from one salon s PC to another This functionality will be explained in greater detail in the guide under Part 7 Store Sync 143 Vendors Editing settings for RSD Documentation Vendors Add New Vendor Show Deleted Vendor Name Contact Name Phone Fax Aerial Joe 1 800 950 0000 Mull of Kintyre Pam Johnson 1 800 659 0001 Just OK Sams Clippers R Us ACME Mel Blanc 1 600 367 5309 1 935 367 5309 REGIS The Vendors submenu allows the user to view edit and add their partnered merchants to the system These may already be set up and configured by the applicable corporate headquarters but they can be changed and added to as the user sees fit Editing settings for RSD Documentation Add Vendor Vendor Name Contact Name Contact Title Address City State Province Country Update Vendor Retum to Vendor List Clicking Add New Vendor takes the user to the above screen where they can input the information of the new vendor Clicking on the name of an existing vendor populates a similar screen where changes can be made and saved to those entries 144 Part Eighteen The Appointments Tab March Monday 17th 2014 Current Time 06 27 PM Search Click on name to select employee view Read only Paty T
248. time hours as well If there are any errors the Timecard entry for the day will appear in red Finally the report also lets you know if the entry for the day was edited Tips Detail Tips 05 01 2014 05 05 7014 l Non Cash Tips Zon Employee Cash Tips Check Credit Total Tips Collected Stylist Adjustments Tips Owed TAMMY 0 00 25 00 25 00 0 00 25 00 JESSICA 0 00 32 00 32 00 0 00 32 00 LISA 0 00 65 00 65 00 0 00 65 00 STACIE 0 00 23 00 23 00 0 00 23 00 SHELLIE KAY 0 00 27 00 27 00 0 00 27 00 JULIA 0 00 52 50 52 50 0 00 52 50 House Sale 0 00 0 00 0 00 0 00 0 00 Total 0 00 S224 50 224 50 0 00 S224 50 Shows a complete detail of all tips that are owed to the individual employee and this is further broken down by cash and credit card tips Tips Estimate MORALES FLORES GARCIA DELAPA Sales 0 00 0 00 0 00 0 00 Credit Tips 200 55 63 50 123 50 279 50 Tips Estimate 05 01 2014 05 05 2014 0 0000 0 0000 0 0000 0 0000 Cash and Checks Tips Geb ck Sales EE Adjsutments ps 1498 85 2 00 0 1334 0 00 477 00 11 00 2 3061 0 00 9411 85 0 00 0 0000 0 00 984 90 0 00 0 0000 0 00 Diff 2 00 11 00 0 00 0 00 Diff 0 0000 0 0000 0 0000 0 0000 Here the user can see the estimated tip amount for each individual employee based on a date range and separated by payment method 69 Part Thirteen Product Reports
249. tion Report for AB May 4 2014 May 4 2014 ALBAR Item Count Gross Discount Refund Adult CUT 5 94 75 4 00 0 00 Service Totals 5 94 75 4 00 0 00 Total Prod Hrs 4 50 Total Haircuts 5 Total Other Hrs 0 00 Total Hrs 4 50 Male Cust 1004 5 5 Female Cust 0 GE Tips 30 00 Net Amnt Srvs Tickets 520 75 Item Count Adult CUT 10 Curling Iron Set short 1 Kids CUT 1 REQUEST 1 Dharmpoo 1 Service Totals 14 Product Totals 1 Total Prod Hrs 5 50 Total Other Hrs 0 40 Total Hrs 5 50 Male Cust 30 57 10 11 Female Cust 5 05 1 11 Tips 70 00 Net Amnt Srvs Tickets 5236 00 Item Count Adult CUT 15 Curling Iron Set short 1 Kids CUT 1 REQUEST 1 Shampoo 1 Service Totals 19 Product Totals 1 Total Prod Hrs 10 00 Total Other Hrs 0 00 Total Hrs 19 00 Male Cust 53 75 15 16 Female Cust 6 25 1 16 Tips 0 00 Net Amnt Bros Tickets 5327 35 Haircuts Hour 1 11 Avg Cut Time 14 77 mins Avg Between Cuts 24 85 mins Guts lt D mins 0 Srvs Tickets 5 Avg Servs Ticket Amt 18 15 Commission Net 92 75 30 75 927 75 90 75 Grose Srvs Hour 21 08 Net Sres Hour 20 17 Gross Prds Hour 0 00 Net Prds Hour 0 00 Guts gt 20 mins 0 Net Gross 100 00 100 00 100 00 100 00 Net Ticket 18 15 Gross Ticket 16 55 Net Cut 18 15 Gross Cut 18 95 PPG 0 0 PC OO Net Prods on Srvs Tickets SO Net Pris on Srvs Tickets Net Srvs 0 005 MEEKER Gross Discount Refund Commission Net 189 5
250. tion as Other Hours In situations where employees have both Production Hours and Other Hours these are combined into a third field known as Total Hours Payment Methods On reports that deal with Closeout Information a list of the different payment methods created in the system as well as the amount they have closed out with will be displayed Products Per Guest PPG PPG is calculated by dividing the Net Product sales total by the Total Number of Customers to visit the location during the date range selected Refund Redo Refund totals are calculated using the service and product information entered at the time of Check Out On every report where the Refund amounts are listed this figure has already been subtracted from the location Net and Gross totals as well as the Commission total if applicable There is no need to manually subtract the totals yourself as this figure is mostly for auditing purposes Redo totals are calculated using the service information entered at the time of Check Out Redoes vary slightly from refunds in that they are specific to service sales When a refund is completed in iOffice the funds for the service or product are given back to the customer When a Redo is completed the service is both refunded and sold back to the customer so there is no gain or loss to the location For auditing purposes on reports where refunds are listed the Refund total will increase by the amount that was refunded to the cust
251. to its counterpart on the SuperSalon point of sale system and the interface is exactly the same Below you ll see the options available to navigate between set weeks and months that the pay period corresponds to 109 Assigning Schedules Editing settings for RSD Documentation A x e h L AN d Ke rr L Prev Employees 1 Day oday Options Calendar 1 Day Next Employees Clicking on an empty field beneath an employee s name brings up the screen that allows the user to configure the hours for their shift The option for adding a daily note for the employee is also available on this screen Employees may be scheduled for any time set forth in the store hours unless they have been blocked specifically from certain time periods 110 Options at a Glance Editing settings for RSD Documentation I TE TAI pm View Schedule kh _ o Calendar 1 Day Next Employees Options available for the Scheduler tab Search Allows the user to run a query for any employee based on name or employee number Copy All Makes a duplicate or multiple duplicates of the current schedule and sets them two subsequent weeks in the future View Schedule Displays the schedule in a more printer friendly column and row format 111 Part Seventeen The Manager Tab Brands Close Out Customers Discounts Employees Opening Packages Paid Outs Price Groups Product Categories Products Quick Keys Resources School
252. to select deselect multiple Customer Types Save Discount Return to Discount List The Add Discount button populates this screen with blank entries to be saved as a new discount Notice how all products and services currently stalled and governed by the SuperSalon point of sale system have already populated themselves in their appropriate Apply To section A breakdown of the various aspects of discount terminology is as follows 119 Discounts Terminology Discount Code The discount code can be any unique alpha numeric code Rogers Software Development recommends using numeric codes only You may wish to use this to categorize discounts by using the 10s for coupons 20s for in store specials etc It is possible to use the same code as one of the products or services previously entered into the system but not recommended Name This is the short version of the description For instance if the description is Student Discount 5 00 off the name might just be simply Student Discount Apply Discount to Sale Commission This option allows you to determine how this discount will affect the commission paid on a product or service after this discount is used Usually this will be set to Yes 100 As an example when an employee sells a 15 00 item with a 1 50 discount they are paid commission on the 13 50 sale In other words 100 of the discount was removed from the commission If this is set to Yes y
253. to this section a Grey denotes that this section is not password protected therefore all access is allowed 1 Select a permission group that you wish to change 2 Select an area that contains the section s that you would like to deny red grant green ignore grey access to for that permission group 3 Click on the sections to cycle their permission settings 4 Repeat steps 1 3 until you are satisfied with the permission settings then click the Save Permissions button The Permissions screen allows owners to choose almost any setup function management function or report in the POS and enable or disable an employee s access to them based on the permissions group to which they are assigned Highlight a permissions group name by selecting the name and then highlight an area of the software Add or remove permissions by highlighting the section name with the appropriate color with mouse clicks 169 Create Employee Permission Groups The first step is to define the employee permissions groups By default SuperSalon has three groups Manager Receptionist and Stylist Salon owners have access to all areas using the Owner password a special user which is always available and does not require a permission group Additional permissions groups are easily created using the Create Permission Group button at the top of the Permissions screen Similarly use the Delete Permission Group button to remove a permission group Enabling and
254. ts Tips Retail Discounts Save Settings Taxes Enable Inclusive VAT System No Combine Taxes on Receipt No w Make Loyalty Cards Taxable No w Active Taxes Applies To Tax Name Tax Code Rate Services Products Delete Gift Certificates Lg A F Retail 7 0000 E E el Appointment Tab Press F5 After Save Settings lf the user does not wish to use the appointment book screens disable this line The Appointment Tab will be removed Manually Assign Resources When making an appointment the user may manually assign resources to their customers or have iOffice assign the resources for them to manually assign resources enable this line to set up resources select the Manager Tab Resources Default Screen Main or Resource View Here the user can set their default Appointment screen to show resources or show employees Days to Check for Duplicate Booking Enter the number of days ahead you wish the system to check for duplicate bookings here The system will notify you when you are double booked If it is not necessary to have the system check for double booking enter a 0 to disable Appointment Screen Timeout in Seconds Enter a non zero value here to require an employee to log in to the Appointment screen after the screen is idle for the entered number of seconds Entering Zero will disable this function 193 Software Settings Wait Time Software Settings Misc Reports Taxes Tickets Appointments Wat Time U
255. unds 0 00 Total Ticket D Net Product Sales 0 00 Average Product Ticket 0 Average Service Ticket D Gross Service Sales DU DU Average Total Ticket 0 00 service Discounts 0 00 Semice Refunds 0 00 Product tems U Net Service Sales 0 00 Service Item D Product tems per Product ticket 0 00 Gold Card Sales 0 00 Service items per Service Ticket 0 00 EE ege Product Discount 0 00 ares Cem ar Semice Discount 0 00 Gift Cards Gold D 0 00 mmm e Total Net Sales CTT ET beta st Galen Tax 50 00 Gift Card Discounts 0 00 EE E sh New Customers 0 00 d 0 00 Return Customers 0 00 Deposit Should Be Walk In Customers 0 00 Tenders Total Customers 100 0 Total Cash U 0 00 Total Check U 0 00 Void Tickets D Total Cash Check 0 00 Void Tickets 0 00 Gift Cert Redeemed 0 0 00 Redo H Gift Card Redeemed 0 0 99 Other Returns o Other Returns 0 00 Total Debit Cards 0 09 Product Returns 0 00 Total Credit Card 0 0 00 Oo BR Total Credit Cards 0 00 GE d Total Tenders Collected ay eas eas ee E Tips 0 00 Open Till 0 00 Tips Collected 0 00 _ ___ Tips Adjusted 0 00 Over Short 0 00 Tips Owed 0 00 setting a start and end date which can also be a single day will generate this simple snapshot formatted report which displays several metrics based on net and gross revenue as well as other pertinent financial data This is another one of our popular reports and an excellent example of report overl
256. urrent report or it will list the date of the last unconfirmed one e Status This column shows the status of the current report and is the first indicator of anything that might have gone wrong in the process e Regis Will always say Pending until a response has been received in which case it will switch to Confirmed 206 As it stands the Status page will allow for four possible combinations in regards to the Status and Regis columns and they can be broken down and explained as follows Submitted Pending iOffice has transferred the information correctly but Regis has not yet responded Submitted Confirmed Submitted correctly from iOffice received by Regis and they in turn have confirmed the correct transfer of data Ready Pending All information is correct and the salon is ready to submit their royalties without any missing data Upon clicking the Submit button it will be sent to the correct party during night processing and the status will change to Submitted Pending Incomplete Pending There are days in the report period with zero tickets and they have not been marked in the Closed Days section of the E Royalties interface Submitted Error This usually means Regis has rejected the E Royalty and instances such as these should be brought to the immediate attention of Rogers Software Support In addition to being a quick reference point the Status page also allows
257. various groups they have individual salons separated into The interface is very straightforward and adding a new store groupings as easy as clicking the button at the very top of the menu area synchronization Produch Notes Tereg Sale Only stores setup for Two Way Uploads will display in the store select list Use this utility carefully it will overwrite services products with the same code on Packages selected stores Select the action you wish to perform last after you have selected the stores and Discounts items you wish to synchronize Product synchronization SMS 1 Synchronize All Products Wil automaticly scan all products and update changed items to the selected stores sai nana 2 Remove items not in master store If Yes is selected then all products Auto Decou not found in the master store will be removed from selected stores A Select fields you do not want synchronized Select the product fields Service Credits that should not be updated to selected stores For example selecting Par Level would allow all stores to have individual Par Levels Employee e Action Description 1 Test Service Synchronize This allows you to check what the system will EE overwrite or insert into each store TEER 2 Synchronize Services This will update or insert the selected services to the selected stores The next time a store uploads it will download the changed Paid in out Acct Codes items ltem Master The Synchronize link takes
258. vice amp Product Exceptions Tee Service Dollars 0 00 0 00 0 00 ree Service Percent 0 00 0 00 0 00 Service Redo Qty 0 00 0 00 0 00 Service Redo Value 0 00 0 00 0 00 Product Refunds 0 00 0 00 0 00 Managers Efficiency Total Haircuts 9 00 0 00 0 00 Extra Service Value 0 00 0 00 0 00 Service PPH 0 00 0 00 0 00 Product Sales 0 00 0 00 0 00 Product Sales to Service Percent 0 00 0 00 0 00 This report compares retail performance manager efficiency customer metrics and individual service sales It then displays them in a current three month trend in the prior year for comparative analysis 93 Performance Trend Analysis Salon Performance Trend Analysis RSD Documentation Current Month Last 3 Month Avg Last Year Combined Sales Performance Projected Sales 77 55 0 00 0 00 Total Net Sales 77 55 0 00 0 00 Average Daily Sales 6 34 0 00 0 00 Percentage Comparison 0 00 0 00 0 00 Salon 0 00 0 00 0 00 Equivalent Cuts Per Day 0 40 0 00 0 00 Service Sales Performance Gross Service Per Haircut 19 95 0 00 0 00 Net Service Per Haircut 19 73 0 00 0 00 0 32 0 00 0 00 SC2 Qty 0 00 0 00 0 00 SC2 Extra Service Value 0 00 0 00 0 00 SC2 Percentage of Total 0 00 0 00 0 00 SCH Qty 0 00 0 00 0 00 SC3 Extra Service Value 0 00 0 00 0 00 SC3 Percentage of Total 0 00 0 00 0 00 Extra Service Totals 0 00 0 00 0 00 Color Service Qty 0 00 0 00 0 00 Color Service Total 0 00 0 00 0 00 Color Service Average Per Guest 0 00 0 00 0 00 Color Percent to Service 0
259. vices Store Location Marital Status Deductions d 80617 Single v 0 Status Date Hired Termination Date Active 11 13 2009 I Employee License Expiration Date Permission Group Password Price Group Stylist v ee00 Default e Clicking on an individual employee name populates all of their pertinent information as well as the option to configure their status pay rates and commission plans 124 Opening Editing settings for RSD Documentation Today s Date May 8 2014 Edit Prior Opening 05 08 2014 Status for RSD Documentation Incomplete Cash Count Helper Opening Till Cash Value Counted Opening Till Amount 0 00 KEN 8 0 Expected Opening Till Amount 150 00 50 00 D 0 ee i 0 Difference 750 00 10 00 D 0 5 00 D 0 2 00 D 0 1 00 D 0 0 50 D 0 0 25 0 0 10 e 0 0 05 0 0 01 e 0 Jf Save Opening Till Count Cash Totale 0 Viewing and editing of the Openings for the POS is accomplished from this submenu In the iOffice environment the functionality of this submenu is limited to only those two functions The user cannot open the store from here as the cash drawer and till are not attached However the ability to view and edit any of the openings from the salon opening is a very useful tool for both tracking and correctional purposes 125 Packages Editing settings for RSD Documentation Service and Product Packages Name Price el A Add Package Currently Configured Packages Name
260. vices produ deeg same code Se pech n you wish to perform last after you have selected the stores and Discounts items you wish to berg ize u 1 Synchroni peA cts ly automaticly scan all products and update changed items to the selected stor 2 Remove items not in mas Se store If Yes is selected then all products Leger not found in the master store will be removed from selected stores Gift Vouchers Service Credits that should eiert to selected stores For example selecting Par Level would allow all stores to haw 2 individual Per Lovels Employee Action Description 1 Test Service Synchroniz eleng allows you to check what the system will overwrite o r insert into each stor 2 Synchron soyidan ote will u update or insert the selected services eege wie res The next time a stor ore uploads it will download the chan we Product Orders Permissions Paid in out Acct Codes Item Master This iOffice feature allows businesses more conformity and convenience in regards to their critical settings being present in all salons currently in their account Everything from services discounts employees and even SMS settings can be transferred from one master store to one or several others with just a few mouse clicks and settings adjustments This feature can be quite intimidating due to the large nature of the data migration involved Rogers Software Technical Support stands by to assist at any time should you have any questions or co
261. y the printer from the iOffice environment 172 Receipt Printer Options Editing settings for RSD Documentation Receipt Printer Settings Hardware Default Footer New Cust Footer Additional Footer Rate My Visit Footer Options Adjust these options to change receipt printing behaviors Timeclock Receipt Print receipt when clocking in out No 4 Print appointments when clocking in No Service Receipt Print receipt when servicing customer Yes e Show customer chemical card No Print Default Service Price No Print receipt automatically Yes e Print duplicate receipt No Print receipt for Quick Sales Yes Print quick lookup barcode No Show stylist name on receipt Yes Show service codes on receipt Yes Show stats on receipt Explanations No e Combine taxes on receipt No Label for Tax Rate 1 CT tax Label for Tax Rate 2 This screen has a number of dropdowns that allow the user to customize exactly when and how the receipt printer activates These are divided into Timeclock Servicing and Sales functionalities within the POS 173 Receipt Printer Default Footer Editing settings for RSD Documentation Receipt Printer Settings Hardware Options Default Footer New Cust Footer Additional Footer Rate My Visit Footer Default Footer This is the generic receipt footer that is used for sales receipts The footer text will be automatically centered Thank you for visiting Our Salon
262. y to look at specific details from tickets of the current day or any day past The filters at the top of the page allow the user to tweak their search criteria to cover everything from payment method service rendered to individual stylist who performed the service on the ticket Due to the iOffice version not being connected to any hardware sales terminal the tickets can only be viewed in this environment and not edited or voided If the user finds any mistakes that need to be corrected on any tickets through this medium they should have either the manager on duty at the salon or technical support make the proper adjustments at the point of sale level and re upload the data Clicking on the individual ticket brings up all of the pertinent information such as stylist name sales total and service rendered 137 Series Editing settings for RSD Documentation Series Sale Menu Series Sale List series Sales are those that require customers to prepay for a series of services to be performed in the future Tanning packages regular eyebrow treatments etc fall into this category The screen above is where this is set up It displays any series sales that you may have previously set up and gives the user the ability to edit delete or create new ones Editing settings for RSD Documentation Series Sale Menu New Series Sale Name Code Denice BANG TRIM Qty in Series Qty Free Expires After 10 1 No Yes
263. ylists needed for the hour These are expressed in decimals We know you cannot have 3 65 employees working but you can round up or down acoording to your needs Details Past data may be trailing weeks prior year or any other date range that you define Date range may be as long or short as you wish Past year data for the same month may be most appropriate for shops that have been in business for a long time and have not hed significant changes to market such as competition population etc Trailing weeks may be most prectical for new shops of older shops in a changing market The forecaster considers all past sales to have occumed when the customer walked in not when they were served this way estimates are based on when the customers wanted their service not when it was actually received Walk outs are customers that had a tictet gested and were in the wait cue but left prior to getting a service often because the wait was too long Look n walks are customers that enter the salon but leave before a ticket is made The forecaster needs to know how much you estimate was lost in sales for each walk out and look n walk You may wish to enter you average ticket amount here This can be found on the Production report Some owners assume that they are not catching and logging all of these lost customers so this number can be doubled by selecting 2x walk outs The scheduling forecaster is designed to match staffing to customer flows The estima
264. ystem of dropdown menus will allow the user to select both the specific store AND time period for which to look for days to mark The dropdown will also alert the user of any reports that are missing data by displaying them in a red font One of the most common causes of E Royalty mistakes and issues is to forget or incorrectly perform this step in the E Royalty process If days without tickets are not marked as closed then the system will count that day and an error will result Marking a day as Closed gives the user to copy that same closed day to all other salons in the account by using the Copy to All functionality This is especially useful in instances of holidays and or other events that would result in zero sales for that salon After all needed days are appropriately marked as closed by selecting Yes in the dropdown menu the status of the report should change from Incomplete to Ready 208 The History Page As the name suggests the History page allows the user to review all past reports in great detail along with ones that have yet to be submitted to Regis Below is an illustrated example of this report and how it appears in the newly re imaged iOffice environment system will not look to those days for data Office Setup Sales Reports Scheduler Manager Appointments Store Sync Store Setup E Royalties Back to Original iOffice Overview The E Royalties functionality is currently being rolled out to sa

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