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User-Manual Version 10 - InCom Technical Solutions

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1. 7 certain time period or during a selectable month It is a powerful TAIR pu ga tool that is able to go through the entire database find the data po you are looking for and give you informative facts of your sales foo ie pi a O O ae E E After you make the selection of what information you wish to C Sales dang the selected time perod Last Week Sales and Renan C 10335 Hasbro Devon 45433 10 Colos jews pink tour pend 530 1980 187638 806 EDECO PIO0LOW Sachem Pei iiki beat 256 885 851 85 806 lb mM mn 8 as see DiamondCounter will display all these information in the right table You will be able to sort this information by any topics by clicking on the top of the table You can print out a report to keep in your records SRERFEAG wW herra Diamonds Repais Gold amp Labor b na T I lewentory len itam Number Filter l Memo Spec Order hems M enchade Du ch herra OOOO al items that were soki aiton Categories that were soid C af item sold gouped by Suppber jno QUICK F on heme of ro QUICK Adichie DiamondCounter will supply you with the following information about your sales at a selectable time frame Satte 4 ella Suppe F al items sod grouped by Customers TEET Sum of Retal pad mao h C only terme that mere sold by thir E Duckhene teme Diamonds Repairs Gold amp Labor A Suni Pata ped EFESE e All items fe Invent
2. Customer QuickPick ltem QuickPick Add ltem to Wish List Ry Delete Customer Lan Amar payments Customer Purchasing History INCOM Technical Solutions Diamond Counter Complete Software Solution for the Fine Jewellery Store Table of Contents TABLE OF CONTENTO esses cca cosas a cs acco oidos eee cece eee 2 INSTALLING THE SOFTWARE AUTHORIZATION DONGLE o 0ccccccooocoocccncncnnnnconncconcnnnnananncnnnnnnnnnnnnnerrrrnnnnanannerrernnnaaaas 8 BEFORE YOU READ THIS MANUAL AND USE DIAMONDCOUNTE ER cccccccesssseneeeeeeeecensneeeeeeeeeensneeeesseeoaenees 9 Backing p the Database doo eee 9 FREQUENTLY ASKED QUESTIONS DURING START UP WITH DIAMONDCOUNTER ccccccestsesseeeeeeeeeeeeeees 10 Symbols used in this MANUA iaccnraosinisoscmaanaccanirond estro oia 11 Understanding the different fields in DiamondCounter c cooccnnnccccnccnnccononcnncnnnnncnnononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 11 A word O S sesine raar E E E anae E Eae E E ENEE RETES 11 Diamond counter BlOg sesos a REA eK SE OEE a Ee aS ene aE SEESE 12 COMMONLY USED FUNCTIONS AND TERMINOLOGY cooonncccccononccnnccncccononananononcnnnnnnnnnnnnnnnnnnnnnrrrrrnnnnnnnnnrrrrrnnanannnnnns 12 CONFIGURING DIAMONDCOUNTER USERS oonocccccccccccccnonnnnccccnanannnncnnnnnnnnnnnnnnnnnannnnnnn nr nn nnrrrnnnnnnnnnnnnnnnnn nr nr rn nrrrnnnnnnas 13 Adding a new User EMmpPIOYSS creri saicosoia otra aeaa aiaia nadie 13 Using ihe Punch Cloc
3. Customer Title Customer Street Mame 1 Customer First Name Customer Street Mame 2 Customer Last Name Customer City o Customer ZIP Customer Prownce croen DiamondCounter gt e y Elle Find QukiPick find Repar Bags Shopping Basket Special Order Gf Certificates Wehlet Addnew Took Yew User iog n _ Help 5 me y cs ot le Custom Search Gut hopen Repare o j Diem j MESO Coe os as PE A A ltem Selection oy Hp Class Fiakd a Com e Tuy ind in 5200 Pics se ON RF 1598 LACHANCE Rings ts w store fam ring TOA 28500 Stock a 97 SOL Rings 14K sol d a ning STtw PVA 5 200 00 in Stock Add thes liera bo the Pur on Lay ima Cuntomer s Wish Lat Oege Cue Cord To cancel a bound lay away payment you must select the customer from the quick pick screen Once the customer has been selected click on the Item Quick Pick button to move to that screen Search for the item that the customer has put on lay away The information about the item will come up under the information of the item menu Move your cursor on top of the diamond ring graphic located beside the Item number Double click on the diamond ring When you double click the diamond ring information about the product will appear It has details like SKU number article Customer Title Customer First Name Customer Last Name 3 category article sub category etc Customer Street Name 1 C
4. Found New Hardware Wizard This wizard helps you install software for USB Dongle Software Protection Device If your hardware came with an installation CD lt 6 or floppy disk insert it now What do you want the wizard to do Ao e oem Install from a list or specific location Advanced Click Next to continue lt Back Cancel 10 11 12 13 14 15 16 Do not plug the key into the computer yet until prompted Decide which computer will have the dongle plugged in if you are running DiamondCounter on a network computer keep in mind that the DiamondCounter software needs to be running on the computer with the dongle at all times 1f you want to run the software on any other computer on the network If you ever decide to have the key installed on another computer you need to install the dongle again on this computer as described here Insert the disc that was delivered with this key Start the program keyinstall exe You should now see the windows on the left Select the option USB Dongle as shown leave the installation type on Standalone Click the OK button Wait until the program tells you the installation was successful Exit out of DiamondCounter if it s running Plug in the USB Dongle key A window will appear is shown on the left Click the Next button Select the option Install the software automatically and click Next
5. 2 2 H ESA Z x Custom ltem Print Order for Print Intio for Create liern Mabe a Delete Ed special Duch Pick Quach Pich Supper Customer of thes Cider Depost special Onder Onder Ocse Back Propethes Find Ordes g open Orders conated by Clerk Narre Ordes tt done Or fomes Ma General Description Qader Note Custom Design Desorption Category Supober Quertty Cost Urt Retsillra Total Fetal dato Colega A A A a A A S lees ee eee eee then Descaption A O A IC ee eee A CI O i SO eee ee eee A A ee eee A A ee eee i O eee eee A O e eeeeeeeeeeeee Item befornation Customer Into Status Properties Financial Information Joey 5 then Number SKU AMA Customers cure Statur of Pir castors Design special Order esimated D ate mody A 8 Sun oad Budo Date crested pet thes special Order to tha new Status 269 8954 96 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Viewing a List of All Outstanding Special Custom Orders Select Special Order and then select list all open custom design orders or all open special orders When you select these menu options a screen will appear detailing all open custom design orders or all open special orders You can select either from the screen once it launches Ty oe eect nr Custom Desire G CustomDesiga C special Orders It will show you the client the id number of the order the order status the date created and the date estimated of the ret
6. Cancel If you are on customer support or have paid for an annual subscription for the automatic look up feature you can add a new customer by entering in their phone Phone Number 1 number and clicking on the icon To enable this feature you must download the SOAP Toolkit DEE 3 0 which available fromthe Microso website The minimum information needed for a customer is his or her last name all other information are only optional can be left out or edited later Phones and other Contacts Sometimes you may not want to define a new customer for example for simple walk by traffic In this case you could make up a customer and call him AAA Customer for his last name You would now use this customer for all your generic sales and this customer would always be on the very top of your customer QuickPick list However you should be aware that every time you use this customer to make a sale tracking of sales and doing reliable sales analyzes becomes difficult What do you what to dot Once you add a new customer a small screen will pop up and ask what You just added a new Customer What would you like to do now you would like to do next You have four options You can apply the new customer to a sale to create a new repair bag create a new special order or PS l go back to the start screen Do nothing and go back to i Create a new Special Customer QuickPick Go to make a Sale i i i Order for this Customer 27
7. No Set all items to be uploaded not uploaded to jewelbase com Select Tools then Maintenance then set all items to not to You can set all your items to be to uploaded or not to be uploaded to Jewelbase com Provided you have paid for this service Multi Items 32 Summit Road Fix Article Categories Fix Sub Article Categories fis Repair Categories fix Repair Quick Work Instructions fix Item Karak Categories Fix Supplier List fix Multi Item Properties Buffalo change unique Items to Multi Items merge Customers set all Items to be uploaded to JewelBase com Ontario set all Items not to be uploaded to JewelBase com Merging Customers E2 Sometimes it will be necessary to merge two customers into one and move all the customer s information over This can be used for example 1f you have two people on file that are getting married or O eter eg D nar man YOUr Simply made a mistake and entered a customer twice even a A o naonana though it is the same customer This tool will move all known praia information such as purchasing history repair history etc over to FT of he mks of magng cuna the new customer Once this is done the old customer will be ais S deleted TR 22 Once merging has been completed the old customer is 5 deleted and cannot be retrieved anymore Be sure about it what customers you are merging spee ik a f 7
8. Wait until the installation tells you that it s done Start the DiamondCounter software on this computer Select the Configuration menu Select the Setup Authorization Keys menu 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Authorization Key Setup 656043513 Fe l a0 17 Select the checkbox My Software Registration is done by an USB Dongle on this local Computer as shown on the left 18 Note for the network computers that do not have the dongle installed you need to select the checkbox below My Software Registration is Key 3 Authorization Key done by an USB Dongle on a remote Computer on my Network 19 Click Save 20 You should see now a green circle indicating that a dongle was detected Key 1 Software Update Key Key 2 Expiry Key Local or Remote Computer Dongle My Software Registration is done by an USB Dongle on this local Computer OR on a remote Computer on my Network You should always have the key plugged in before you start DiamondCounter if it doesn t DiamondCounter may take up to three minutes to detect the key Remote Computer Dongle My Software Registration is done by an USB Dongle on a remote Compiler Ga tho NA Please remember that this key is your authorization for the DiamondCounter software if you lose the key your authorization is lost and the software could be used by anyone else having an unregistered copy Keys
9. 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition EasyStock system can be used to make these mundane tasks easier and quicker allowing you to get new stock into your store quickly so you can spend more time out on the floor selling new pieces Using the Plexus EasyStock system is easy If you would like to view the inventory of one of our EasyStock vendors simply click the Plexus EasyStock button in the top right hand corner of the Customer or Item QuickPick screen and the EasyStock window will open From here you can click the first drop down box in the middle of the screen at the top to see a list of suppliers EasyStock suppliers are listed first and more are being added all the time so keep your eyes peeled for more Once you ve selected your supplier you can choose what you d like to view from that supplier by clicking the second drop down box and picking from the options listed or just leave 1t blank for everything The next box 1s for displaying religious items You can select to include religious default exclude religious or show only religious You can also search for specific keywords by typing them into the final field underneath the drop down boxes Once you ve filled out the necessary fields you can click on the Get EasyStock button and the inventory from that vendor will download Sometimes this can take awhile especially with slower internet connections or with a wireless internet connectio
10. 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Editing a Customer Double click on the customer you would like to edit after finding them on the Customer OuickPick Screen Once you are in the customer detail screen click the Edit Customer button and all the fields will be gt enabled for editing Do all the changes you need to do and click Update Changes once you are TA uo Satisfied and ready to save the changes or press Cancel and all changes made be disregarded and the old values will remain You can also select a specific staff member to deal with a certain customer or you can put on file if another client referred that customer to you In the section under the properties menu you can enable your client to eT E a gt have special privileges You can set him her up with a charge aan PERSA RANA account set them up with an automatic discount or let your customer te rere a O collect loyalty dollars towards future purchases Low Nowe Prey bad l promennen haptic A a Deleting a Customer Double click on the customer you would like to edit after finding them on the Customer QuickPick Screen ip Once you are in the customer detail screen click the Delete Customer button A warning will come up informing tah you that this customer will be deleted and ask you to confirm Delete Cushomer A customer cannot be deleted if the
11. 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Jewelbase com Working with jewelbase com is an excellent option for your store to showcase your inventory on the Internet We work with a third party Internet developer to create a site that looks like your existing Website but is hosted on a different server Here you can update your inventory whenever you wish therefore it acts like a current up to date catalog of what s in your store Think of it as another form of advertising for your store except targeting a much larger market It limitless it 1s just one click away When a potential customer searches through your inventory it only searches your inventory not of all the existing users of Jewelbase com Only your search results will be displayed ie OT fe ile evel eee Aaa You can update your stock almost effortlessly once you sign up for JewelBase by clicking on main menu then upload to my JewelBase For further information please go to l Find QuickPick find Repair Bags Shoppine Upload to my Jewelbase com Upload to my InterStore www jewelbase com Backup Database Exit el PLEASE NOTE THAT THIS IS A PAID SERVICE AND THE SOFTWARE z Lamond LISCENCEE IS NOT ENTITLED TO THIS BENEFIT Some other benefits of being affiliated with jewelbase com are e Being able to search for loose stones e Being able to chat with other jewellery storeowners Search D
12. Cus Were Cokes Cw Caty ae Foray Cobra Ta bight Sade cg ee o N vj ee Details simple View Item Number SKU as Article Category Case amp Tray Article Sub Category Sl ttt lt e Use this screen to add an item quickly into DiamondCounter It contains the most frequently used fields when entering in an item If you wish to get more descriptive about your item please use the regular add new item Item Number This is your internal store item number SKU You can select another item by clicking on the button to the right with the three dots It will give you a list of other item numbers to select Article Category Product types are engagement rings or wedding bands Using the product types makes your inventory control very clean and easy 30 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Try to keep the amount of article categories between 15 and 30 Even though it is completely up to you how many categories you want to use try to keep it in this range it will make it easier later on to track your inventory and make better decisions while analyzing your sales and inventory ES F js la I x dvds diis pee ii lh n Article Sub Category You can use the article sub category to further divide the main categories For example ladies and men s wedding bands Case and Tray Enter in the case and tray number that this
13. Default that was entered last Dumbbell Tag TT ope aran DiamondCounter is able to print dumbbell or rat tail labels You can a a ua define to look of your label in the hardware configuration of o OTTO Wh DiamondCounter You can either coco e Print a barcode on the left side of the label and print four individual lines E i nrar Tarei PeT of text on the right side of the label Use these four lines and enter text in each of these lines separately or Have DiamondCounter print automatically the item number into the first line and the retail price in the second line and the your cost code into the third line Or do not print a barcode on the left side of the label but use another four lines of text instead Or print a tiny barcode on the left and have DiamondCounter print the item number and retail price print right underneath For printing a dumbbell simply press Print Dumbbell button You must save your changes before you can print out the dumbbell label for this item Before you do not update the changes the button will be disabled Manufacturer s Barcode General islomaton Marafactset Barcode ane cate DiamondCounter is able to learn barcodes that are supplied on items k b already If you want to use this barcode instead of the barcode that DiamondCounter generates click the Learn button and scan the appropriate barcode on the product To delete this barcode press Reset cel It is recommend
14. EEE your supplier by going into the item quick pick screen and finding the item Double click on ee 3 A A Cancel AO the item to get to the detailed item information screen Once on the detailed item information screen click on return item tab at the top A menu will appear showing you what quantity of that item you have in stock and it will ask you how many you wish to return You will then enter in the amount along with a reference number if needed Login and click the OK Return these items now button to complete your transaction 44 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Diamond Inventory Finding a Diamond Search Click the button Search Diamonds Y Diamond Search SomeStUNnter Shee BC doe ga This will open the search screen for loose diamonds From here a e Elba eae x you can search for single individual stones diamond parcels by FE c c hine Sere C sexhiintedlewep 1 stone and diamond parcels by weight You will be able to search Cay a a Sa RA stones by their carat weight colour cut and clarity as well as for i J Sg paix Certificate number and more DiamondCounter will perform a Sl Tee Toten i Ue ls eae search for the diamond and supply you with a list of diamond that matched the search criteria If you wish to see the details of a diamond that is displayed in the list you may either select it by click
15. NAAA From this screen you can view which members of your staff have punched in our out and when they did so This can be useful for payroll or to see how hours are used during the day 13 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Configuring Diamond Counter Select Configuration and then Configure Software This window will help you custom configure DiamondCounter to your needs and store After making your changes press Apply Changes Any changes made will not be in effect until you restart RE aerate DiamondCounter By exiting this window without pressing Apply wont ee Changes any changes you have made will be deleted Ke T og u O Y SE w gt be 9 Compare Nere Compary Mhona Nurter foan Tonoa Es 505 602 5387 Corgerg Shas Compare ae area Comparg Ciy Pesas Sorsa irrvertosd le ewerdcourter Compare Frorca Site Pesse Serva epee b Appemnal Compary DP Cade Compary Logo Peras EEC Valve damndourtel linge ip 9 j Recegt flame Nare F rtady Process Compare Mal Buenas Nurter o y 3 nn Ago Dive Price Code The price code allows you to view the cost of each item in an encoded form while you selling an item Any staff member entrusted with the knowledge of this code will be able to decipher the actual cost of the item You set the actual code for your business The easiest way to create a code is to create a ten letter word with
16. and you measured in Grams all you would have to do is place the weight of the gold in the grams column of the 16kt row This will give you the value you need for trade in Once this has been accomplished you must make sure you place a checkmark in the box next to the text that reads Incom Technical Solutions assumes no responsibility for the accuracy of these numbers and then click Save At this point you can pay out what the client is owed Voiding a Transaction Get the Receipt of the Item that needs to be returned Wod this Transaction You will now be prompted to enter your user name and password so DiamondCounter can confirm if you have the authority to void a transaction If the transaction was made for a repair you will also be asked if you want the repair to go back into the system as ready for pick up or if you want to delete the repair bag after reversing User Name Clerk Name Password the transaction ves am absolutly sure that want to cancel this Transaction If a transaction has been created DiamondCounter will allow you to simply void this transaction f you have the authority to do so employee settings and if no items on this receipt have been returned yet To use this function click the button Void this Transaction ES This will cancel the current Transaction f Delete the Repair Jobs after the Reversal af this Transaction Reep the Repar Jobe as teady tor pick up after
17. id 22019 2262 screens the most since they are your main focus when selling an item You can reach each of these screens easily by pressing one of these buttons that are available on all of the screens being used in DiamondCounter You can also get to these screens by selecting the QuickPick menu Try it and you should be able to see the two screens All other screens can be reached through either one of these two so please consider these two screens as our start and main screens Customer Street Name 1 while we learn how to use DiamondCounter Customer Street Name 2 Customer City Customer ZIP Customer Prosince NA amp Custom QuehPick Dusrrarads View Basket Item Selection Seerchtor Limit to 20 ind in S Pics se ON 97 SOL Rings Elle Find Qukifick find Repar Bags Shopping Basket Specel Order Gf Certificates Wehlet addnew Took View user logon _ Help 0 e due hopan Repare fot thes Custornes o Tew vj batin el aE E 265 00 nSk j 45 200 00 in Stock 12 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Configuring Diamond Counter Users Adding a new User Employee Select Configuration and then Configure Employees global You may set up different employees with their first and last name e For ease of use of DiamondCounter each user will need a User ID clerk name and a password under which
18. what to print on Catalog J item Number C no Picture required Article print the Item only if it has a Picture Jv Retail Price paid Retail Price 3 Date ltem sold F Status Print Catalog Appraisals You can define what you would like to have printed out on the list of items DiamondCounter has found Select the appropriate checkmark for each line that needs to be printed out You can furthermore define if you want the item to be printed out no matter if it has a picture or if you only want to print it if there is an image defined for this item Once you are done press Print Catalogue You are able to write with DiamondCounter your own appraisals store them on your computer and print them out with up to three pictures There are two ways of finding and defining appraisals either by customer or by item An appraisal can for example be written for a specific customer even though the item hasn t been purchased in your store In this case you will have an appraisal that is exclusively linked to a customer You can also write an appraisal for a item that you have in stock or that has been sold in this case the written appraisal will be linked to a known item in your database and to a customer if the item is already sold 81 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Searching for an existing Appraisal by Customer Name Select the right customer select Tools
19. 0 P 2i nalte Ribbon and Label Rol M Datamss E 4207 enlarge Font verticat 5401 paint them Cost Code in Line 2 vertical Label Ofret BaCode Width 510 580 555 Deft t Doen the Cash Dssser 1 width gt 1559 part ke Pir D ae alter the Pine Left Sida Prira Olst Righi Side Piri Oca 9 pert Rem Number and Retad Price or ox undenesh the Barcode Eyso FA be Lines from the Descipnon Ardvence the Label alter being corted F Space Holder M doni use a Barcode use 4 more Lines instead pent onthe Label a suggested Retad Price wth a tae the sroki Tag Option Factor of n Ercypt the SKU Number in the Barcode rather than the ID please cal 2 us for Infomaton Print Durntbel Sangle Apply Changes Scanner Setup If you are using a barcode scanner select the appropriate COM port of the device and save the selection You may test the scanner by scanning any barcode the actual data should appear in the scanner data field If you don t have a scanner select disabled The scanner will only work if your software is registered and authorized Dumbbell Tag Printer Setup Printer COM Port If you are using a dumbbell tag printer select the appropriate COM port of the device and save 23 the selection You may test the barcode printer by pressing Print Dumbbell Sample Disable El Depending on the label you are using you may have to adjust the offset value of the two sides Use a higher number 1f you want to get the print
20. A CUSTOMER sisri eE ea A ee a aandaa E a a aaa a aa a aaia 28 DELETING A CUSTOMER ea a dos kee 28 UNDERSTANDING UNIQUE ITEMS AND MULTI ITEMS ooooonnnccnncccnncononccncccononononccncnnnnnnnnnnnorcnnnnnnnnnrrrrnnananannnrnnnnnas 28 UPDATING ITEMS QUANTITIES AND MAKING CLONES cooocncocccnccconnncnnnccnnnnonnnannncnnnnnnnnnnnnncrrrnnnnnnnnnnrrrrrnnnnnnnnnnnnnnnas 29 ADDING ANTENA o UE eLo 30 ADDING AN ITEM USING SIMPLE ADD csi enn need 30 ADDING AN ITEM BY EXISTING SUPPLIER VENDOR STYLE B cccccccccesseeeeeeeeeeeeeeeeeeeeeeeeeeeenseeeesseeeeensneeeees 32 RECEIVING NEW STOCK BY AN INVOICE sisc 8 shoes atic ee se eee os 32 General TOMA ON soap ada eeaadeabebaaacenee 33 Doc DIONS aaee a T A ee eee ence ere 34 A a E E a alate cade erite toed ease 34 Basic DIamona Detalla 34 A e o e ai 34 Suppl HMO MMA TON a ca lolo desd aleacion lotes 35 Dumnbbel ads ao isa 35 Manufacturers BICOLOR io 39 Paris and Labour tias niza ii tia 35 FnanciaiA rmai ea dd de de e 36 Consignment and special Order Menaren a n es eE E E e a E Ee 36 kem stalus FOr UNGUE NEMS nenn tise dee eh ce ide nae WE olde niin canis mac meiee eet 36 Items On Hold For UniqUES IAS ai 36 temStatus FOr MUNNEN seseina lead 37 Some Magic viewing the Cost Of an lteM oooccoonnccnccccncncnccononnononononcnnnnnnnnnnnnonnnnrnnnnnnnnrnnnnnnnnrnnnnnnnnrnnrnnnnarnnnnnannnss 37 3 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition USING
21. CAST TP iii i i i j 23 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Selecting a Customer The Customer QuickPick Screen Click the Customer QuickPick button or select the Find QuickPick menu and then Customer Search for l 0 When you start entering a search word into this field Limit to 25 eee DiamondCounter will start and look for this information throughout the customer database You may search for first name last name phone number or street name Also partial information can be searched so if you don t remember the whole phone number of a customer or if it was called Main St or Main Rd DiamondCounter will find all customers that live on Main while you are entering this information The more information and letters you enter the fewer customers DiamondCounter will target and slowly refine the search and eventually locate the customer you were seeking In the end you should either have the customer you were looking for or at least a very small selection of customers that meet the search criteria to choose from Clear Field You may clear the search field and see all customers by clicking on this icon The bottom of the screen will display the selected customer to whom you can make a sale or create a repair To display the details of the customer simply double click on the table of the customer you want to view or use the QuickLink icon On the bott
22. Date put on Hold F hemon Hold A Auto Release from Hold away account and puts the item back into stock 60 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Using the Multi Layaway option If a customer wants to lay away multiple items or bind an item without attaching money to the item you can use the Multi Layaway option To use this option simply click on each item that the customer wants to lay away and click the star button that 1s on top of the standard Layaway button The item will then be placed on layaway for that customer At this point 1f the customer wants to put money down on all items on the list simply click on each item on the list once so it turns orange This means that the item is selected Then simply put the amount of money that is being spread out evenly over the items in the box at the top of the screen select the payment method enter your clerk name and click the Continue Process This Payment button The payment amount will then be spread evenly over all of the selected items on the list according to how much money is owed on them and how much the item is worth You can also apply individual payments to items by clicking the payment box on the right hand side of each item and entering in a specific amount Once this has been done simply choose your payment method enter your clerk name and click the Continue Process This Payment button again and the payment
23. Inc DiamondCounter User Manual 10 Edition generate The screen may also turn white Please be patient while the report generates Eventually the report will start to be filled in with data that has been collected After these data fill in you ll see the software begin to colour certain rows There are four different colours that are used Dark red pink light green and dark green There is a glossary of the meanings of the colours at the bottom of the screen the red colours mean overstock either above average or average An item that is overstocked is not selling well and should not be purchased again The green colours mean an item is understocked either average or above average An item that is understocked should definitely be considered for re order as it means that the item is selling very well There are nine columns of data collected They are Article Category Price Group related to the Cost Increment you set before you ran the report Inventory Cost the cost of that particular inventory Inventory the percentage of total inventory that category takes up Sales Cost the cost of the item multiplied by how many you sold Sales the percentage of inventory that you sold Difference the difference between the Inventory and the Sales New Investment how much money you should re invest into that particular category and the Turn which displays the turnover of that particular item These data can help you choose what to
24. Save Keys Download Before you read this Manual and use DiamondCounter This software package has been developed with the assistance and constant feedback of professional jewellers It has been designed with the intent to make your life as a jeweller or retail person easier even though you may not have used a computer before However we will appreciate any feedback from you regarding the ease of use and all suggestions to make DiamondCounter even better and easier for you to use You will never have to save anything while you are working with DiamondCounter DiamondCounter is doing this automatically However it is your responsibility to make frequent backups of the database and the pictures that are stored on the hard drive Even though it is unlikely that data gets lost it could happen that the hard drive crashes or a virus corrupts certain files and make them unreadable Therefore it is important to backup your work frequently and install an up to date virus scanner on your computer a ail Database backups should be done periodically and will save you a lot of work in case of data loss Tia we m Never try to or modify the actual database by hand or with another editing program This might corrupt the database and makes it unreadable for DiamondCounter to read and or will cause it to crash If you think you need to do adjustments to the database please get in touch with us m Do not use the apostrophe symbol when entering any informat
25. Solutions Inc DiamondCounter User Manual 10 Edition Data Deletion e Use the down arrow to highlight Data Deletion use the yellow left arrow button to select the option o Use the Up Down arrows to select either manually or automatically and click on the yellow left arrow button to confirm your selection Record Prompting e Use the down arrow to highlight Record Prompting use the yellow left arrow button to select the option o Use the Up Down arrows to select one the options turn off turn on prompting and stay on the prompting for x amount of milliseconds o Use the Up Down arrows to select turn off prompt or on and then click and Use the key pad to set the time in milliseconds to turn the back light of if left idle and click on the yellow left arrow button to confirm your selection Viewing Your Current System Settings e Use the down arrow to highlight System Settings use the yellow left arrow button to select the option o It will display the current settings of the scanner 2 Browse Data e Use the down arrow to highlight Browse Data use the yellow left arrow button to select the option o You will be provided with a list of current items you have scanned o Press FN 1 to edit or FN 2 to delete o Ifyou edit use the up or down arrows and the number pad to change and edit your items click the yellow left arrow to continue o Ifyou choose to delete the item you will be prompted for a yes or a no click 7 for yes 9 for n
26. THE ITEM COST SHEET ITEM ADVANCED DEFINITIONS coooooccccononnnncccnnnncccccccnnncnnnnnnnnnnc nn nn n nn nn nana 37 Changing the Gross Weight of an Hem iii A A ti 37 Entering precious Metals being used ccccooocccnccccocconccononcnnnnononcnnnnonncnnnnnnnnrnnnnnnnnrnnnnnnnnnnnnnnnnnrnnnnrnnnnnnnnrnnnnnnnrrnanennnns 38 Entering Diamonds and Gems Deng USO tot 38 Eni ring Labo r peing Used a2 as a a e E eb i a a ei 39 MUILTITENS lt e E e rene ere ee 39 Checking for items that should be re Ordereo ooooonccccncccoccooncncnnnononononennnnnonononannnnnnnonononnnnnnnnnnnnnnnnnnnnnnnonnnananenons 39 Checking for multicitems with Zero UA ias 40 PARENT CHIED RELATIONS osii eects ea et tao acento ace 40 Creating Parent Child Relations vo siisceccctvacessasenazendcdearnsanceedaccdvadeavadencdsedsdwarseaneced sandvedsntadensdandecsorneaiasadancddedebsateeed sn 40 EDITING AN ITEM lt a ey evanescent eaters see 41 6 a a La CyB ml merce seer ener tre eco ne br teo Ot nM io le le Oe nee il robe eee Se 41 VIEWING AN ITEM S SALE AND RETURN HISTORY ccccccscssssssssssseeeneeeeeeeeeseseeeeeoeeaeasssaaseeeeeeeeseeseaeggagsnenenees 41 PLEXUS EAS VS TOC e A 41 E Ordening With Plexus Easy oleo lie 42 SETTING UP QUICKITEMS cs coccitatii a A A A 43 Selling an Item that is not part Of your Inventory ooooccccnnccccccnonnccnnnconnnonnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 43 Using the Quickltem Shopping Cart siss
27. Unit and press save After you A E have done this and it has registered with the program you can return to either the Customer A ETE QuickPick or the Item QuickPick by selecting the corresponding button par DachFch DAMA Erre Life PAD Peores Message Now you re ready to attach your tags and enter them into the system To accomplish this select an item from the Item QuickPick menu double click on it click y y y Wach Deets AFD Vend EEEE Pat t Labou i a the Edit button and then select Descriptions Basic Details Basic Diamond Details Item Pictures Supplier Information Dumbbell Tag Watch Details s amp Vendor Barcodes i Part amp Labour List Item Part the RFIDs amp Vendor Barcodes tab Now click the Marry 0 RFID Tag button Item Information General Information 101341 Manufacturer Barcode ltem Number SKU Article Category At this point place an RFID tag on the reader and allow it to A register the RFID Number Gross Weight Total Carat Stones Net Weight Metal When this is done you will See JNE O a string of numbers and letters a 87 automatically entered into the Detailed Item Information Case amp Tray Article Sub Category MT field beside the Marry RFID Tag button amp a Cancel_ _ Changes 1 Seeks When this has been accomplished press the Update Changes button and then press Item Information Descriptions B
28. ama semen a Listed on the far left hand side are three spots for pictures You can take these with a web camera The pictures are for 1 a picture of the person trading in the metal 2 a picture of that person s driver s license or any other type of government issued photo identification and 3 a picture of the metal itself To the right of the pictures are the up to the minute values of Silver Gold and Platinum pulled from www kitco com The weights for the metals are in order Troy Ounces ozt Grams g and Pennyweight dwt Each of these has it s own column per metal On the right hand side of the screen we have the total value per row of the precious metal and at the bottom right hand side we have the grand total for all metal traded in To correctly use the Scrap Gold Calculator we must first enter our trade in factors To do this click the edit button available on the far right hand side This opens the factoring sections Factors are listed in order Silver Gold and Platinum Simply enter your trade in factors for each metal in here For instance if you want to give 50 back the factor would be 5 If you wanted to give 32 back you would enter 32 and on like that Once these values have been entered you must click save to store them for use Now you simply have to enter in the weight of your choice for the metal that s being brought in For example if somebody brought in a piece of 16 Karat gold
29. and click this button Sales Information 26 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition By the Customer Select the customer that made the purchase and click this button a Purchasing History You will get a list of items that this customer has purchased Select the item from this list that you wish to see receipt details for by clicking on the list once Now double click the QuickLink icon and you will see the item details Now click on Sales Information and you will see the receipt details you were seeking Sales Information Adding a Customer Click Add Customer Detailed or Add Customer Quick on the Customer QuickPick Screen Add this Customer Adding customers is simple Once you are in the customer detail screen you will be able to enter as much information about a customer as you need You can enter as little as the last name to a complete profile There are some dropdown boxes you can use that will save time You don t need to enter the same information each time a new customer is entered These dropdown boxes will learn while the database is growing For example 1f you have once entered amp Mr as a title for a customer this Mr will be available in the dropdown box the next time you want to add a customer Once you are done press Add this Customer button to save the new information or press Cancel to delete it
30. button will supply you with a list of all these repairs within 3 days Cases ro EEN Lets you create a new Repair Bag for the selected customer Bag for Frank Miller Logs you out as a user of DiamondCounter User LogO rf Click this button the see all open repairs for this customer due open Repairs for this Customer Use this function to upgrade DiamondCounter to the latest version if automatic check for upgrades has been set up in the configuration setup Use this button to open the Scrap Gold Calculator which can aid you when purchasing scrap precious metals from clients Use this button to open the Punch Clock so you can punch in and out and record your hours Use this button to open the Multi Layaway screen to view all of a customer s layaway items and to make payments on them Multi Lapa at 20 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Upgrading your Diamond Counter Software Select Help and then Check for Upgrades On the Internet DiamondCounter is able to check on the Internet automatically for upgrades If you have a valid subscription for upgrades with InCom Technical Solutions Inc and a working connection to the Internet DiamondCounter will check for you if a new version 1s available If so you will be informed and asked you wish to download the changes You should not be working with DiamondCounter while the changes are being downloaded Once t
31. customer gift purchases vs occasions The field Bought for is Bought for don t enter name designed to put relationship information such as spouse friend daughter and etc not specific z proper names Credit Card Processing DiamondCounter supports Credit Card Processing through Merchant Warehouse By using DiamondCounter s Integrated Credit Card Processing there is no need for an external credit card processing machine as everything is done right through the software If you would be interested in using Credit Card Processing in DiamondCounter please call the office and we can help you get started Once everything is installed and set up all you ll have to do at the end of a sale or lay away or account pay off or wherever else money is transferred is click the MerchantWare button and swipe the user s card through the USB Swiper that will be provided by Merchant Warehouse If the card swipes OK a green checkmark will appear indicating such After that you just have to type in the value that is being applied to the card and click Sale You can also enter the card number manually if you can t swipe the card for some reason by clicking the Manual Entry tab entering the card number with no spaces or dashes and the expiry date with no spaces or slashes enter the amount and click Sale At this point a credit card receipt will come out of your attached slip printer If you need an additional copy click the Print a Copy of th
32. database will learn MS o Mostercerd certain phrases and you will be able to C American Exprees aswe yl use the dropdown boxes when in this Mg gt Cire C mal Customer ven Repti dere screen If you have to define a new or AR C Treler Checks eee different Article the name must be gE cee cm cere entered The QuickWork Guide Pice Instructions is where general tasks oo aa are simply described in a few words EIS ro Fa it Sete on Lia toai rt for example Sizing In the field Repair Instruction more information and a better detailed description can be noted about what needs to be done to the repair item A useful field is the Repair promised to be back You may leave this field empty meaning that the repair is back in approximately two weeks or so You can also enter a promised date for this repair If you use this option DiamondCounter will look for promised repairs days in advance and notify you about the nearness of these upcoming repairs You can also use the field Repair Reference Note to put a specific Reference on this Repair Bag DiamondCounter will later be able to find this repair bag by this number You can also make the whole repair bag tax exempt if you wish When done click the Information Correct Continue button and the repair is created If you press go back all the entries you have made will be deleted and 46 2002 2010 InCom Technical Solutions Inc DiamondCoun
33. diamonds and labour DiamondCounter has made its final calculation of total weights and costs and displays them on the bottom of the screen The net weight of the item is now re calculated gross weight total weight of all stones The total values of precious metals stones and labour are added up to the final price You are now ready to leave this screen by clicking on Back to the Main Screen which will bring you back to the item detail screen DiamondCounter will now check if any changes to the advanced item definitions were actually done and will ask you if you want to update the Back to the ltem Screen Gross Weight Total Carat Stones Net Weight Metal item detail screen DiamondCounter will update the information on gross weight total carat 0 00 stones and net weight metal in 1ts appropriate fields DiamondCounter will furthermore update the cost in the field Sum of Advanced Part Definition Sum of Advanced Part Definition i You have to check and possibly re adjust the retail value of this item once you made any changes to the advanced item er definition setup Multi Items Checking for items that should be re ordered Select the Tools Menu and select Multi Items Check for Items that are under the low Limit DiamondCounter will supply you with a list of multi items that fell ES under their low limit You will retrieve information about how Bus Loa ET many to re order and what the cost for thi
34. each letter being different to represent each number from 0 to 9 Define each number with a letter and DiamondCounter will automatically translate the real cost into this code So if an item costs 950 and you define the number 9 as letter A the number 5 as B and the number 0 as C The cost would read ABC Company Information e Enter all the your company information here i e name address etc e Picture server Enter the location where DiamondCounter can find the pictures you have stored on the hard drive e Company Logo Picture Enter the location and file name of your company logo file that is stored on your hard drive Adding a Banner to Your Receipt Select Configuration Configure Software and then select the Advanced Setup tab Click on the open file and then locate the file you want inserted It should be in jpeg format You can use this space for advertisement or to show your clients that your store complies with the Kimberly process Receipt Banner Name Kimberly Process sa 14 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Diamond Counter Options amp es Use the Options tab to configure DiamondCounter You will find q F Cr Peo E three different tabs that allow you to configure the receipt the OS Hoan eal So Ce repair sheet as well as generic DiamondCounter configuration Diewcedloute Opto Fiecept Ropas Sheet More Curtorse Lo
35. each of the eleven tools in the menu and their functions which can be selected by clicking Tools then Customer CRM Tools The Top Customers tool is used to view Address Details your top customers by money spent ES You can also see which employees are Customer First Name must be specified responsible for the most sales for a particular customer When you first j Customer Last Name must be specified click the Top Customers button you re Y Customer Street Name 1 must be specified asked 1f you would like to separate the Customer Street Name 2 must be specified list by employee Depending on the V Customer City must be specified data that you need you can select Yes V Customer ZIP Postal Code must be specified or No to this prompt Once in the Last Name must start with with a ZIP Postal Code screen proper we have several different Customer tf options we can select On the top left iy 3 hand side of the screen you can first select your time period of a specific month or between dates or during anytime which will give you data from the very start of your use of the DiamondCounter software Once the time has been selected you can move on to what you want the list to display The options are as follows You can display a list of all items on the wish list which will display all items on all wish lists and who s wish list they are on You can display Customer Referrals which will disp
36. entered and the third is by Vendor Barcode The only ones you have to worry about are the first and second runs and they are generally the same You ll also notice the columns are SKU Article Cost Computer and Actual These are pretty self explanatory the only two that you really need to be concerned with are the Computer and Actual columns as these are a count of the items If an item is on the Discrepancy Report it means that DiamondCounter found an error in quantities of these items either by what the computer thinks you have or what you actually scanned Your job before you can continue is to find these discrepancies and fix them This must be done before you continue Common reasons for discrepancies include user error scanned too many or not enough and sale of an item during the time inventory was being taken You must repair these discrepancies or at least know why they occurred before you continue 69 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition A A ke B Tynieoniza Ma une ler scat Aro A Fry ha od ro ds de Lira ooh ee rr y le ee al Dop eee eg Ce eve ps ar ma al The Paracas ll rd he egal a Gating dr Hi EP ar mdd all ama you hr carad ar mra md me ere ip bs ad ot ia barr ere Wi ira lr a o Corpo sr el cee el fa ariraby lost ard cano be meremad be nbeclvinty pura thet o aaa i eh Dee pied Pel Pea loma do ret pea he Coe lo perce Ge Ml he Sl Pra Denar Eon o i
37. from Table button remove from table If at any time you want to see a list of items in the current table simply click the List Current Table button list curent table 40 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition From both the Customer QuickPick screen and the Item QuickPick screen this button will appear 1f there are Parent Child Relations available for viewing on the selected item This button will appear directly under the Scrap Gold Calculator button Now when you go to add a Parent item to the basket when you add it 1t will bring all of the child items associated with it to the basket as well with one quick click Editing an Item Select an Item from the QuickPick screen and double click on the table or use the QuickLink Once you are on the item detail screen click the Edit Item button and all the fields will be enabled for editing Do all the changes needed and click Update Changes to save the changes you have made or press Cancel and all changes will be disregarded and the old values will be retained Edit ltem Bs Del Call PR Be careful editing an item if it is sold This could cause discrepancies later On ia we ey Ss Deleting an Item Select an tem from the QuickPick screen and double click on the table or use the QuickLink Once you are on the item detail screen click the Delete Item butt
38. into the a click on the load button and find the picture on your computer and click open It s that easy Capture Load Devote ip rtsd on econ create a ante Copy fe Bet Deerin yy masi _ We _ boddRate oot Com kyssa OO o o o Com Con y 144 4 Pty 4 Lab g t Con SJN Lever Met To Res Patz Labous Lis a a Mena Coregrert H Capiro os Spa Ode lioa 31 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Adding an item by Existing Supplier Vendor Style Click Add New then click Item By Existing Supplier Vendor Style Using DiamondCounter s powerful connection to the Plexus SwiftStock network you can easily add new single pieces to your inventory Simply click the Add New menu and then select Item By Existing Supplier Vendor Style Number and the screen pops up From here simply select from the supplier drop down list the appropriate Plexus vendor and type in the item SKU for the piece you want to add Once you ve found it and selected it a picture of the item will appear if available as well as other information about the piece like a description price karat values and size If the piece selected is the correct one simply click OK and you will then be moved to the standard Item Add screen to complete adding the piece like you normally would Receiving New Stock by an Invoice Click Add New then click Item Receive New Stock
39. item that should still be a loose part and DiamondCounter cannot find it simply check whether the right checkbox is selected ny You may clear the search field simply by clicking on this icon The right side of the screen will display the actual part that you have selected To display the details of the part double click on the table of the part you want to view or use the QuickLink icon 24 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Selecting an Item The Item QuickPick Screen Click the Item QuickPick button or select the Find QuickPick menu and then Item Selecting by Keyword When you start entering a search word into the Search for field DiamondCounter will start looking for this search for Clear Field information through the item database You may search for an item Limit to 20 by name or brief description The more information you enter the find in Stock ze more refined and detailed the search and the fewer items DiamondCounter will find In the end you should either have the item you were looking for or at least a very small selection of items to chose from Selecting by Article Group You may also use the Dropdown box to select an item This box allows you to select certain article groups such as engagement rings wedding bands etc plus any others that are defined by the item article groups Using the Item Status is a dropdown menu that you can use to tell DiamondCounte
40. left hand menu on gt UPGRADES Once this new screen has opened up please go to the right and click on the RESCUE program link and follow the instructions there If this program prompts you for a download code please enter johnson into the field How do I install my Datamax label printer First of all do not install the printer CD that came with this printer We do not need to install any driver from this disc since DiamondCounter has its own drivers built in Connect a serial RS232 cable from your label printer to the computer Go to the CONFIGURATION menu on the main screen and select the menu CONFIGURE SOFTWARE the go to the hardware tab In the middle of the screen you will see a box asking you for the label printer Com port In most cases you will have to select the COMI port for that Now click APPLY CHANGES You should be all set and you can try top print out a sample of you label The vertical adjustment is usually done by itself and adjusts itself after a few labels If the printer continues to skip a few labels please refer to the AUTO CALIBRATION section of your label printer manual How long will my printer ribbon last About 2 rolls of labels which works out to approximately 4 000 tags 10 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Symbols used in this manual Shows you how to get to a certain function Step by Step instructions 25 Important Note Y Instructio
41. lt lt ost DiamondCounter will find the battery and ask you for the quantity pork urge Doin paisa Be ir ce to be sold and the price of each The QuickItems are not considered part of your inventory and are not tracked Y If you are using a barcode scanner you may use the barcode sheet that comes with the DiamondCounter to define your own QuickItems For example use the first QuickItem 0156 and name it Battery on the sheet and name the second QuickItem 0256 Watchband Now you can use this barcode to call up your QuickItems by simply scanning them Selling an Item that is not part of your Inventory The QuickItem function is also an excellent tool if you wish to sell other items such as custom jewellery that is not in inventory yet Simply define one of the QuickItems as Custom Jewellery what will allow you to call up this generic item at the point of sale Once you are there you will still be able to assign the valid article category and description to it You may also add and edit this item later in your database Using the QuickItem Shopping Cart The QuickItem Shopping Cart is a simple and efficient way to quickly add common items to your client s basket yaar To set up the QuickItem Shopping Cart simply select the Tools menu and then select QuickItem Setup Once in the O QuickItem Setup menu simply add a QuicklItem like normal but make sure to set a default cost to the item Make a sure to
42. order simply click and hold on the image or description of the item you want order and then drag it to the shopping cart and release the mouse button Simple If there is no e Order already open for this vendor a box will open that says There is no e Order open for this Vendor Supplier Do you want to proceed and create a new one Simply click yes to this to open a new e Order and add a new piece to it To add more pieces or more of the same piece simply repeat the procedure Once you ve completed adding new pieces to the order you can send it with just a few clicks To see the order click on the Display Entire e Order List button Once the e Order screen pops up it displays a list of all open e Orders On the left hand side you can select various options to show orders created between certain dates e Orders sent between dates and also display e Orders based on their status You can also show orders from a specific Supplier or Vendor or created by a specific employee Once you have found the order you would like to send to the supplier simply double click on it and the e order window will open On this window there is more information regarding the order such as the order number your account number with the vendor the order status and the date it was sent to the supplier via email the EasyStock Vendor Code the vendor name and their email address Their internal Vendor ID and the employee the order was created by To the right o
43. re invest in your store If you want to make the process a bit simpler on the left hand side of the screen there is a green box that says Enter a Dollar Amount that you wish to re invest in your Store Just type in how much money you would like to re invest in the store and using the collected data DiamondCounter will calculate how much you should spend on each green field red fields don t need additional stock purchased and display that amount in the New Investment field of each row Also on the left hand side are fields listing the dollar value of your inventory summary after the amount you would like to re invest has been invested There is also a Cost Summary Inventory field and a Cost Summary Sales field These fields simply display the cost of the inventory of the data collected as well as the cost of the sales from the collected data At the very bottom of the screen is a little bar that lists the number of positions in the table that was generated Simple Re Order a3 The Simple Re order is a quick and convenient way to re order E E stock that is low When the screen opens you ll notice that there af ae are four 4 numbered options on the left hand side The first is E E LT Tie ac e T a Multi Items that have a Zero Quantity Second is Multi Items that are under the low limit Third is Multi Items that were re stocked within the last Days and sold within the last days You ll notice
44. rs DismondLourte found epprommately 1 hens that match this Search Criteria tems thet the Customer bought difmert Custome go DiamondCounter is capable of printing an item list or catalogue of your inventory You can print out this catalogue directly to your printer including items number retail price item status image etc you can also select specific groups of article categories or customers To select a different customer go back to the customer QuickPick screen select the appropriate customer and come back to the catalogue screen You can make the following selections before you print the eee fc Caw be KA 2 catalogued item list oy as OR e List of items that are in stock only cent ag ene e List of items that are sold only f e List of items that are sold or in stock i e _ List of all items found O List of items within a selectable price range List of items belonging to a certain selectable article category List of items belonging to a certain selectable article category within a selectable price range List of items purchased by a selectable customer List of items purchased by a selectable customer within a selectable price range Once you have your selection made DiamondCounter will search for these search criteria and display the first item found on the screen da You can easily scroll to the next item or back by using the scroll buttons Previous ltem Next ltem Printing the Catalogue
45. save your changes before navigating away from this page att ina TEE AA i Now on the Customer QuickPick or Item QuickPick screens you can simply click the aawo mera iae QuickItem Shopping Cart button and a list of all your QuickItems up to nine total PTA with a default cost set will appear on the screen Now just simply click on the item the pm user wants to add to their basket and continue on like you normally would to ring out a sale or continue shopping This feature is especially useful for users of touch sensitive screens 43 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Adding a Supplier Select the menu Add and then Supplier Once you are in the supplier detail screen you will be able to enter detailed information about the supplier However P you do not need to enter all the information The minimum information required is the actual supplier name When As done press the Add this Supplier button to save the new information or press Cancel to delete Supplier Cancel TA There are two different kinds of suppliers suppliers that supply your store with merchandise PEN and the other that supply your store with services such as goldsmiths and clock repairs Please use the appropriate checkbox to select the suitable category J supplies Store with Merchandise supplies Store with Services If you enter a suppliers email address or web page address y
46. that there are two boxes that you can put numbers into By default these numbers are 180 and 14 so if you left these at default you would search for Multi items that were re stocked within the last 180 days and sold within the last 14 days You can change these numbers to whatever you like The dy Soest fourth numbered option is for Unique Items that entered stock asesi within the last days and were sold within the last days which 1s the same as number three but for Unique Items rather than Multi Items Below the numbered options there are options for displaying the items by either Store SKU which lists them with the SKU that you assign it in DiamondCounter or by Supplier SKU which lists them by vendor SKU number You can also choose a specific supplier to list Once you ve selected the options that you want you can print the list There are two options for printing You can click the first print button and print the entire list or you can print the re order friendly list which prints out several lists one for each supplier that you can then fax over to your supplier to fill If you plan on printing the re order friendly list and sending it to your supplier it is probably best to group your items by supplier SKU number The columns that are listed are as follows if there is an X in the lt Low column this shows that the item is below its set low limit only for multi items If there is an X in the Mul
47. the Reversal of thie Transaction Nol Dont proceed Teal Cancel the Transaction 67 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Printing a duplicate Receipt Get the Receipt of the Item that you need a copy of Click this button to print a duplicate receipt of a transaction Print duplicate Receipt Viewing Your Detailed Day End Reports Select Menu Tools and then Day s End Financial Info This function allows you to view a detailed report from a selected date E nemetas G EE regarding your daily totals and the payment methods used to purchase goods Lares QuctPct 4 4 2008 bd Bre wossiese tc Pac 1n your store ae pa You can print your results FA otni Tex md ea DE sb lo ow E2 i E tarro E Daity Summary 0 00 Wl hacia E your till today 00 rr IDA E Daily Deposit Report Click the Display Daily Deposit Report button on the Financial Report screen With the Daily Deposit Report you can see exactly what money came into and out of your store as well as the method used between specific dates To find the Daily Deposit Report you can simply select Tools Financial Financial Report and then click the Daily Deposit Report Button From here you can select the date range you re looking for and 1t will display the name of the person who purchased or returned an item the receipt they purchased or returned it on the date they purchased or re
48. then upcoming Repairs Use this function to search for repairs by their due date DiamondCounter is able to supply you with a list of repairs that are due back today coming up on a certain date or until a certain date By the Status of the Repair Select Repair Tools and then all open Repairs DiamondCounter can display open repair bags and give you information on their statuses Using this function DiamondCounter will inform you about repairs that need to be send to the goldsmith that are expected to come back and repairs that are ready for pickup If you select all open repairs then show me all open repairs it will generate a list of all open repairs and you can print out a list 1f required 48 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition By a specific supplier Select Repair Tools and then all open Repairs and then that are with a specific supplier Use the function to search for repairs by a specific supplier and 1t will supply you with a customer list of clients that have order repairs Use the drop down menu to select your supplier s name UE lee Once you have selected the supplier you will be provided show Repair Bags that are with this Supplier with a list of repair bags that are with this goldsmith o oe Once you have chosen the appropriate one the information will appear on the far right Repair Bag Description promisedDateback h IN A i pain princess agar ad
49. they can logon into DiamondCounter Each user depending on responsibility or job task can have different levels of privileges assigned to them These are selected by using the checkboxes Once you have added a new user or changed details press the Update Changes or Add this Employee to cancel or delete the information press Cancel Ay o eR if amp You Gert Name willbe Cet Gudy coi Teh Dice en cantera Pasievced Using the Punch Clock Feature Click the Punch Clock button on the Customer QuickPick or Item QuickPick FS q pl To use the punch clock features of DiamondCounter you must first click the punch ed clock button that is available in the bottom right hand corner of the software on the pes Customer QuickPick or Item QuickPick Once this button is clicked the Punch Clock screen opens in the center of the software From here simply select your an a name from the dropdown box type your password and depending on whether you re ere checking in or checking out the correct button will be automatically pressed for you coa Then just click Continue Punch in Out and the software will mark you as in or L out pet i To view the reports at the end of the day or over a period of days simple click on the Dl 3 Report button that is available on the bottom left hand corner of the Punch Clock Repot punch in coming punch out leaving reeet i screen
50. they were entered under at which point you can click the Close and Exit This Screen button in the top left hand corner A message will pop up telling you that when you close the screen all the information on it will be lost Simply click Yes as all this information has already been added and we don t have to worry about it any longer Item Detail Screen Select the Item from the QuickPick Item screen and double click on the item in the table or use the Quick Pick Once you are on the item detail screen you may scan another item to see its details You do not have to select the other item by hand Find QuidkP ick load or make Appraisal Print tern Details Multiply Item Return item User Logon K Oo a S O A a a aston re tern pur fem ory Jueck Pick Quick Pick Workbench Mit Edt Item _ Add pew item _User Logit Detailed Item Information cteate a parert ham Ir aemeton Desciptont Basic Detads Diamond Details Item Pictures Supplier Information Dumbbel Tag Watch Details RFID amp Venda Barcodes Pat amp Labour List Itam Part ela Genet al Infotratior 1010321 Descriptions Item Number SKU Auticie Category Beef Desenglion Descaption ipirted an receipt ex oo o F1538 LACHANCE R Case amp Tray Arbole Sub Category gt Pp JE j Memo Motes i Gross Weight Total Carat Stones Net Weight Metal al Unique liem Status item financial Information Date ertewed Stock D
51. time download program and memory and battery 1 System Settings Setting the upload download ports e Use the down arrow to highlight system settings use the yellow left arrow button to select the option o Here you set the upload and download port For use with DiamondCounter you should select Rs 232 port Serial o Use the up down arrow to highlight Set the upload download port menu and then click on the yellow left arrow button o Use the up down arrow to select RS 232 Cradle and click on the yellow left arrow to confirm your selection Setting the transmission speed e Use the down arrow to highlight system settings use the yellow left arrow button to select the option o Use the Up Down arrows to select transmission rate and click on the yellow left arrow button to select the option o Use the Up Down arrows to select the Baud rate 115200 bps and click on the yellow left arrow button to confirm your selection Turning on LCD Backlight e Use the down arrow to highlight LCD Backlight use the yellow left arrow button to select the option o Use the Up Down arrows to select one the options turn off turn on and turn the back light off if idle for x amount of seconds o Use the Up Down arrows to select turn off or on and then click and Use the key pad to set the time in seconds to turn the back light of if left idle and click on the yellow left arrow button to confirm your selection 100 2002 2010 InCom Technical
52. to view an item not adding or editing one the window with the financial information is hidden Just click and drag the button with the Wizard Hat using the left mouse button over to the Logoff button Now let the mouse button go Presto The financial information is now visible To hide them quickly click on the little wizard hat again and the window will disappear Using the Item Cost Sheet Item Advanced Definitions Select the right item go to the Item Detail Screen and click on the Advanced Item Definition Tab ation Advanced ltem Definitions DiamondCounter allows you to define a cost sheet for all parts being used for a specific item such as all the precious metals used gems and diamonds as well as labour costs These values and information are being stored in the database and can be retrieved and view at anytime Once you have defined the item and clicked on the Advanced Item Definitions tab you should see this screen soledad M Advanced item Definitions Yous Company Name Back to the pda hem Screen Change Advanced Item Definitions The yellow fields on the bottom will inform you about the weight of all the precious metals and gems or diamonds you have used in this cost sheet It calculates the net weight of the metal being used by subtracting the weight of all stones from the gross weight of the Precious Metals Diamonds amp Gene Labour amp Miscelenecus Precious Metate bDareMet
53. transaction range totals are listed on the left bottom of the screen You may print out this report by pressing Print complete Report or only the sales total by pressing Print Totals only 71 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Viewing your Supplies Select Tools and then my Supplies The tool my Supplies 1s a useful function that will help you to keep track of your item supplier relationship With this function you will be able to see the correlation between supplier and inventory and what the status of these items are Dinner Risg ON001 150 00 330 00 0 00 26 02 02 Engogement Fin ENGODS 225 00 475 00 000 2602 02 Femiy Ping Femi saoo 300 00 300 00 26 02 02 a oe NTA 3300 00 675 00 0 00 20 02 02 The selection you need to make is divided into three different sections Select the supplier you want to get information on first Select now the article group you want to get information on And now select a time frame you would like to monitor aone d poe d s 2002 y This example would display all the engagement rings that were put in stock during the month of February 2002 from all your suppliers 72 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Your Sales Performance Select Tools and then my Sales This tool allows you to make analyses of your sales during a
54. 010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Installing the Software Authorization Dongle Do not attempt to install the key without follow the following instructions Here is your new Software Authorization Key using this key will make you independent from the software authorization keys we have issued to you before You will be able to install the software on new computers when the need arises and you can also change your company information without effecting the authorization of your software Please read the following installation instructions closely Do not lose misplace or give this key to anyone else keep it when not needed in a safe sport this key is the authorization to your software and cannot be replaced Security Key Installation xX Dongle Type Select one or more Dongle Types T Parallel Port Dongle Installation Type E Standalone Client CO Server I Uninstall Command Line Option Close Found New Hardware Wizard Welcome to the Found New y Hardware Wizard Windows will search for current and updated software by looking on your computer on the hardware installation CD or on the Windows Update Web site with pour permission Read our privacy policy Can Windows connect to Windows Update to search for software Yes this time only O Yes now and every time connect a device No not this time Click Next to continue
55. A Pra peT create or open an existing tt of Entes Quartty Offset rew Quantity Update the Quartity Delete Item trom in the List eaaa M z Inventory Control file This can be Open a new or done by clicking the Open a New or existing Inventory File Existing Inventory File button If you are just starting your inventory you re going to have to create a new file Once you click this button navigate to a secure spot c DiamondCounter is a good choice name your file something along the lines of the year Year End inv If you were picking up from where you left off click the Open a New or Existing Inventory File button navigate to the file you were last working on and click Open This can even be done from multiple computers on a network The directory the Inventory Control File is saved in must be shared across the network When that is accomplished all the other users must do is navigate over the network to where this file is saved and open it Multiple users can work on the same file at the same time This file is automatically saved by Diamondcounter There is no need to save it before moving on to another section of DiamondCounter i e if you have to make a sale Once the file is selected the file name and location will be displayed to the right of the button This is the let you know the active file that is being worked on Now you can begin recording inventory To enter items you want inventoried you can t
56. A a PS re le Pres 1 e before Tax after Tax Balance Print a Receipt poro A 1 5 Po ee Close of the last Payment i The customer layaway function keeps track of payments a customer has made towards future merchandise This window shows you how much credit the customer has and lists when payments are made and the amount paid The layaway function is designed as a piggy bank and is not linked to any item This makes it more flexible at the point of sale To accept a new payment press Make a new Payment enter the amount and your clerk code By clicking on individual transactions DiamondCounter will tell you if this payment was a layaway payment or a store credit note from a returned item DiamondCounter will display both totals separately ane a e ty Print a Receipt of the last Payment store To print a receipt for the last payment along with an updated statement of payments press this button This will print a complete summary of the lay away payments and credit notes this customer has in your This screen is used to print information about a layaway item the customer is saving for Enter the item retail price and description and DiamondCounter will automatically print on the statement the amount paid on the layaway and the balance left to pay You are also able to save this information of this lay away for the next time If a customer has a credit in your store may it be because he deposite
57. CSV file a comma separated file by clicking the Export Customer Data button at the top of the screen When you click this button you will be prompted to enter a file name and choose a save location then click the Save button in the bottom right hand corner The CSV file opens in Microsoft Excel or another spreadsheet application like OpenOffice s Calc You can also print the list When you click Print List you will be asked to select a printer to send the list to Once you ve selected the printer click Print and the list will print to that printer You can also export the list separated by employee which will split the list up by employee so you can have individual employees make follow up calls to your clients to see if they are enjoying their purchase or make them special offers You can use the lists you generate in this section of the software to perform a Mail Merge with Microsoft Office You can view the steps to perform a Mail Merge with Microsoft Office in another section of this manual 83 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Mailings Thank Yous amp Occasions Customer Marketing Thank you Notes f Occasions You can use the data you collect from your customers in DiamondCounter Customer spar al last S toting in sles during one month to launch mailing campaigns that target various spenders in your store By Pe E N opening the Mailings Thank Yous amp Occasions screen yo
58. Edition Viewing your past inventory Select Tools and then Inventory past Inventory A 4 Displays an overview of your past inventory You can view a snapshot of it or view your inventory in real time If you view your Fie EI oO l A past inventory in real time of a selectable day you can look at your prenda EE l inventory by a certain supplier Hit refresh when you change ISKU ga Hand Costeach Toto Cost Oty on Dat Total Cost insamalha ES H suppliers from the drop down menu Display the kventony as of Day End 4 4 2005 v Rebssh If you view your stock by snapshot you can retrieve this list grouped by article category or grouped by price category displayed will be the selected month the following month and PEPE today s data Compare how much inventory you had in the past and today s inventory You will be provided with a summary oe detailing the past cost of your stock the sum of today s stock cost gt peat ec and the increase or decrease in a percentage between the two Sun of Cost past Sum of Cost jesverd DeArcreate X Viewing financial Information Select Tools and then Financial The financial window will help you save time doing bookwork A few clicks get you the answers and figures you are looking for Financial information will quickly do the math and calculate retail Franc To prices taxes and totals within seconds shon tre al sale andectun receipts of the selec
59. I Scanner is Location dedicated de activate Job sleep fp o To I Scanner is Location dedicated de activate Job sleep o E I Scanner is Location dedicated P de activate Job sleep p o PO Scanner is Location dedicated de activate Job sleep p o Po Scanner is Location dedicated P de activate Job sleep p o o Scanner is Location dedicated P de activate Job sleep p o a M Scanner is Location dedicated P de activate Job sleep p o o Scanner is Location dedicated P de activate Job sleep oo Po Scanner is Location dedicated de activate Job sleep o M Scanner is Location dedicated de activate Job sleep Close and Cancel Changes OK Apply Changes Enter in the COM port that your scanner is plugged into as well as the name of the location that the scanner is attached to Click OK apply Changes to save your changes In order to set up the repair tracking barcodes go to configuration then click on the misc setup and remote store connection tab Location Barcode Setup 0001 Thomas I deactivate Job sleep 0002 0006 I deactivate Job sleep 0007 0011 deactivate Job sleep 0012 0016 deactivate Job sleep 0017 done V deactivate Job sleep 0003 de activate Job deep 0008 de activate Job slesp 0013 deactivate Job sleep 0018 Mar T de activale Job sleep de activate Job sleep T de activale Job sleep deactivate
60. In other words money making items with high turnover are in green Money losing items are in red The columns on each side are broken up as follows SKU the SKU that you generated for the piece in DiamondCounter Supplier Vendor Style the vendor name and the style number of the item O H on hand How many of the items you currently have in your store S sold How many of the items you have sold Cost your cost for the item Retail your retail price for the item Days left side How many days the item has been in your inventory Date Sold right hand only The date the item last sold Days right side How many days the inventory was in your store before it sold Once you ve generated the report you can print it out to review it further and take the necessary steps to order new stock or return or discount older stock that you want to move This report can make your store run much smoother than it normally would due to the fact that you can identify items that are moving quickly and making you money verses items that are just taking up space and collecting dust 80 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Printing your Own Catalogue Select Tools and then Catalogue Eje oh Dakik GuackFick psina Pan Detak F ind orby wr Stock Itera Se oniy Itere that ere soli liers r i G Alters C Rens of this Category w 7 ihin thit Price Range r le E
61. Items by an Invoice Y ou can also use the powerful Plexus Network to add multiple pieces to the inventory from a single invoice from a specific supplier by clicking on Add New and then clicking Item Receive New Stock Items by and Invoice Once you click on this button the Add By Invoice screen opens From here you can select the EasyStock Vendor you d like to add from by clicking on the Supplier drop down menu and selecting the appropriate EasyStock Supplier if listed typing in the invoice number and then clicking the Continue To Fill Out The Receiving Form button At this point you can start adding items to the form Simply click in the Style box and type in the item SKU If it s available on Plexus any information that Plexus has will be added to the row including a picture description cost and retail values which you can change if you need to Once this information is in you will have to enter the quantity received and give it a category and a SKU prefix if you have not had this piece in the inventory before If you have had it in the inventory before the last category you put it in and the last SKU prefix that was used will be filled in automatically otherwise you ll have to fill it in yourself To do this simply click the Cat Dept field and type in the category For instance if you re adding a ring you may want to put Ring in the Cat Dept field or whatever category you would use for that item In the Prefix f
62. Job sleep Click on the set up location barcodes button Enter in your locations into the text boxes If you choose to have a barcode to de activate the bag sleep add a check to the box to de activate the job Click OK to apply changes 0004 0009 0014 _ ng T deactivate Job sleep M deactivate Job sleep T de actwale Job sleep T deactivate Job sleep 0020 0006 0010 0015 f I deactivate Job sleep deactivate Job sleep deactivate Job sleep deactivate Job sleep station 51 Click on print to print a list of your store station barcodes Give a corresponding barcode to the person in charge of the selected 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Repair Tracking Select Tools and then Life tracking Repairs show Time Summary of al Job Bags display al scans al anytime show Time Summary of this Job Bag splay scans during this Date Range dh fsmao7 saxo pay ets 13 Apr 07 1223 03 PM ae Is l 13am 122313PM_ 1349107 122350 PM TF Ap107 122405 PM 708 19Ap107 125345 PM 113940107 100 24PM 11394107 1 01 02 PM From this screen you can view repair jobs that have been scanned in To scan a job in either scan the individual barcode at the station then the repair bag or vice versa It will then appear on the screen documenting the bag number the time and date of scan the item locat
63. Od 500 O 02 Once you ve selected your date range you can by noinear Increments BRACELET 1000 1500 145639 02 148578 07 01 31 59 681400 12 000 ow 122 select the article category to analyze the Enter a Dollar Amount that you wish BRACELET 3000 3500 3500 062 e200 15 09 267 09 Eesti edit BROOCH 0 500 84720015 781 00 020005 14 38 supplier to analyze or both Once you ve 0450 OOO 266 78 0 05 121 88 0 03 0 02 a IT ET selected these options you can type in a cost our Inventory Summary after the 500 1000 3359 41 0 60 1205 38 0 30 0 30 1 icq pester i CHAINS 1000 1500 147500028 128224 032 008 1723 Increment This 15 set to 500 by default but BO E A O A 2 OA you can set it to whatever increment you may O 500 1811 13 0 32 1207 45 0 30 0 02 a 0950 OO 5000 0 04 a0 000 004 want to view You can also choose no linear CUSTOM JEWELLERY 0 500 56266 010 151924 038 02 2041 eae CUSTOM JEWELLERY 500 1000 96422 17 977 00 02 007 20 10 increment by clicking the check box below the ost Summary Sales CUSTOM JEWELLERY 1000 1500 0 00 00 139200 04 0 97 65 _ ase85812 DIAMOND 0 50 000 000 3230 008 008 22 98 Go Create Report button A screen will 43 43 0 00 047 y pop up asking you 1f you re sure you want to re e SN O Unde Stock below verge UE STROVE EEE run this report Click Yes This report may be sizable and may take several minutes to 78 2002 2010 InCom Technical Solutions
64. Price very top of the label Right underneath the SKU number and retail price will be underneath the Barcode printed That allows you to use all four lines on the right side of the label for typing additional information don t use a Barcode use 4 more Lines instead If you decide never to use a barcode DiamondCounter will omit the barcode entirely and allows you to use 8 lines of text in total Left Side Print Offset Right Side Print Offset The dumbbell tag will consist of a left side and a right side If one or the other side is jis 340 not in the right horizontal position you can easily use the two numbers for right offset and left offset to adjust the horizontal positions The bigger the number the more to the right on the label the printout will go You can check the new setting by clicking on Print Dumbbell Sample You must click on Apply Changes however before the new numbers take affect It 1s not required to restart DiamondCounter at this point You can force DiamondCounter to advance each label a bit after 1t has been printed Advance the Label after being printed ait Cash Drawer Setup If you are using a cash drawer select the appropriate COM port of the device Using different printers for receipts and repair sheets DiamondCounter allows you to define and configure two different printers for your receipts and repair sheets That may save you time switching the appropriate paper back and forward Select the app
65. Setting up QuickItems Select Tools and then QuickItem Setup A QuickItem is an item which you don t need or want listed in perpetual inventory These might be batteries watchbands etc They are fast turn over items which are usually small in value aS QuickItems can be used at the point of sale to save time entering F item information on small items If you choose not to put all these E ga AES small items into your inventory database you can still sell them in a quick and easy way While the QuickPick item function will Duichitem Setup The Quickham Function can be used for small items het you do notwantto enter into the deta base such as watch batienes jawallery cleaner watch gre i a a iach aa a paces look for perpetual inventory item numbers of your store the ee EERE a a eee QuickItem function will look in this table to find an item not listed gt by item number in the inventory database ponm Dmosin einige Dac pacer cen This window allows you to set up these Quickltems Under Pm e sien Search String Name you can enter any name or short form of an a item DiamondCounter will locate this item and the description FRA ARCA AAA will be will be printed on the receipt So if you sell many batteries l you can define the description as battery and the search string as AA A a A bat When you are on the QuickPick item screen and enter bat a
66. Special Order From a Customer iceseseceien e daa 56 Viewing a Special Order by Reference Number ooocccccnnccccccocnccnnncccnononncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnss 56 Viewing a List of All Outstanding Special CUStOM Orders ccccooocccncccccnncnnccnonncnncononcnnnnnnonnnnnnononnnonnonnnnrnnnonannrnnnonanenns 57 Viewing a istand Pining DY Status asis 57 FOW to S66 The Customer PUrchasing FIISIONY sities cts acts E 57 LAVAWAYPAYMENTS 40 sia le acetate cea 58 How to create a Layaway Payment siii iran 58 HOWTO Cancela Layaway EA MA e dd e DEl 58 How to create a Bound Layaway Par Medi ia di 59 HOW to cancela BOuna Layaway Pa MA os dl 60 Usina e M lli Layaway OPIO Mission a E a a ainia 61 USING THE WISHLIST cisim a a A a ss 61 ACOraiy etm ta tine WS ULISES 61 WEWalNitero MISS Lori o etre UPR ed o a ela 61 CREATING CLUE CARD AND SENDING A CLUE MAIL c ooooonncccnnnnnnnccnnonccccconnnnccncnnnnnnncnnnnnnnnnnnnnanancnnannnnnrrnnnnrrrnnnnnnas 62 MAKING PS oases ete acca o a ae 62 THE FINAL SALCES SCREEN cuidarte itera secccesasast Ge seivaceneacesttetece 63 Giving individual Discounts on each Mi ee edie e wees dale een Ra eee 64 Giving a Discount to ihe Complete Transation clas 64 AR Important note abour discounts sarao dol ri encarna aora tidad 64 Eo O endo A O A A ease tata eece aed 65 SPOMIN UMNE Sale io e dd die BU le ooo eo e EOL Oe yh aaa lh yeahs Dice ie ada e 65 Making TESS ale Bla a 65 An important note about l
67. TT J i rr en 7 new list of items to be exported Button and then click continue You can CS G also view the items that have been imported or exported previously by clicking the corresponding buttons Here is where you select the items to be transferred a Add to the E sporting Lin To Sai ty she Sai ty Mata First you select the store to which the items will be transfer to and then save your selection Next Search for the item in your stock by typing in the sku number or and descriptive information about that item Highlight the item you wish to transfer and click the add to exporting list button That item will now appear on the right hand side To change your selection highlight the item on the right side and click remove from exporting list When you are satisfied with your selections click on the send to store button You can sort your send list by sku or by history 94 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Using RFID Tags with Diamond Counter Configuration Help On the QuickPick screen in the Configuration menu select RFID Setup This will allow you to configure your RF system for use with DiamondCounter Configure Software misc Setup amp Remote Store Connection Configure Employees Setup Disclaimers Setup Authorization Keys Setup InterStore Configuration RFID Setup A e In the RFID Configuration menu input the IP Address of the RF
68. a ame Sen of te orem Leng mec Cee errado ate mad ute mages g ie 1 f g Li Stick 2 de y ia aj le aie i 4 3 z jiy s t ay x i t g 3 f i t m ji H H mad One O i 3 HA 1 j ia t f i E oi i JE E S rit f dls il p H 13 i i i H i i FA H When you click on create new special order for you will be prompted to enter a clerk name Enter your DiamondCounter Log in name Clerk QuickName and then select I want to create a new custom design or I want to create a new special order and order it from a supplier depending on what your customers needs are We are going to select I want to create a new custom design and click continue The create a new special order screen appears and this is where you enter in item specifics like the item description article category custom design description custom design category the supplier name the cost etc The more information you include in your order the better it is for you and your customer but you only have select the status of the special order to proceed You should try to include specifics like type of diamond cut of diamond if applicable labour costs per hour etc in the description fields Once you have clicked on the create a special order button 1t will create the order and make the enterable fields yellow instead
69. al Metal 1 Rate 1 Percentage Weihai Total Value M item E o Metal 2 Rate 2 Percentage Weight 2 Total Value 2 q Metal 3 Rate 3 Percentage X Weight 83 Total Value 3 z Metal 14 Fate 14 Percentage Weight 4 Total Value 4 Total Weight of Metal der Metal 5 Rate 5 Percentage Weight 85 Total Value 5 Total Value al Metal ee ees LI ee ee an PE Edt generic ltem Into Changing the Gross Weight of an Item To change the gross weight of this item press Edit generic Item Info and enter the weight of the item in this field l 37 Edit generic ltem Info 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Once you are done entering the gross weight of the item press Update generic Item Info to save your changes or press Cancel generic Item info to exit the editing mode without saving your changes Update generic ltem Info amp Cancel generic ltem Info You have just defined a gross eight for the item Since no gems or diamonds are entered DiamondCounter will calculate the net weight as the gross weight Let us continue and enter some precious metal that was used in the ring Entering precious Metals being used To start editing a metal you have used for this piece of jewellery press Edit Metal You are now able to enter the information of up to five metals used in these fields Metal 1 Rate 1 Percentage V You must als
70. and then Appraisals Now click on Existing Appraisals for Customer DiamondCounter will now display a list of appraisals that were found for this customer Select the right appraisal you would like to view edit or print out and double click on it The appropriate appraisal will now be loaded Searching for an existing Appraisal by Item Number Select the right item go to the item detail screen by double clicking on the item and select the menu Appraisals If DiamondCounter finds an existing appraisal for this item it will be loaded if there is existing appraisal for this item present DiamondCounter will create a new appraisal and load all known fields such as descriptions value etc in the appropriate fields Creating a new Appraisal for a Customer Name Select the right customer select Tools and then Appraisals Now click on New Appraisals for Customer DiamondCounter will automatically open a new appraisal sheet for this customer ready for you to edit 1t and enter all the right fields and descriptions Creating a new Appraisal for an existing Item Select the right item go to the item detail screen by double clicking on the item and select the menu Appraisals DiamondCounter will automatically open a new appraisal sheet for this item load in all known descriptions and other properties of this item Writing a new Appraisal Once you have completed the steps above DiamondCounter will E IPJINGOM G a have
71. ange the print offset 1f the print out seems to be off center on the paper Middle align Set this checkbox 1f your printer middle aligns the paper you inserted as portrait two slider instead of only one Signature line for disclaimer If you wish to have a signature line for your customer on the repair sheet check this box Signature line and date for pickup If you wish to have a signature line and pickup date line for your customer on the repair sheet check this box Don t print the estimated price If you don t want DiamondCounter to print the estimated price on the repair sheet check this box Ask for a clerks name before assigning a repair job Now when you fill out a repair sheet it will ask for your clerk name It now makes it a mandatory field you must fill it out in order to proceed The repair bag will say taken in by If you would like that feature check this box Print the repair price including taxes If you would like DiamondCounter to print repair price on the repair sheet with the taxes included check this box More Options Markup Percentage or Factor You can set the markup to be calculated by a factor such as 1 2 or in percent 20 if you prefer Using Transaction Numbers You can set up DiamondCounter not to use transaction numbers on receipts and throughout the program Scanning an Item You can force DiamondCounter to put a scanner item once you are on the customer or item QuickPick scree
72. as 90 JEWELBASE COM eases a al ca ae ae a a aa a 92 Jewebase IMM diia 92 SETTING UP A REMOTE STORE CONNECTION ccceeeeeeeecccceecccsnnnnneseeeeseeeeeeeeeeeecoconnnnnssseseeeneeeseeenessoons 93 Transferring from one store tO another cece ccceececeeeeceececeeeeeseeeeceeessaeeeseueesaueeceueessaeeeseueeseueessaeesseeeseeesausessaees 94 USING RFID TAGS WITH DIAMONDCOUNTER cccccceeeeeeeeeeeeeeecneessssnnneeeeeeeeeeeeeeaaeoeaeeasssaaseeeeeeeeseseeagogaaeeennnees 95 FREQUENTLY ASKED HARDWARE QUESTIONS iii dad 97 HOW TO INSTALL A RIBBON ON THE DATAMAX E CLASS 4203 PRINTER cccccceeeeeeeeeeeeeeeeeesseesseeeeeeeeeeees 97 USING YOUR METROLOGIC WIRELESS HANDHELD SCANNER SCANPAL 2 cccccccceseteseeeeeeeeeeeeeeenseeeeeseees 99 GUES Men arco ele o dias 100 A a aoldtegrugdegincts Subeeecieegm ode aeweuee gies 100 Setting the upload download O aii 100 Seting the transmission speed vostra ans 100 TUNA ON EGO acts o eo 100 AAA O A 101 RECOra FON DUNG ceirar a a a 101 Viewing Your Current System Settings sisien e a i AE EE a e a E EEEL a 101 A O et en ee ere 101 IDOI C UNG Atel caassaceeacdage eaatansadeatonsksansadaed A nian 101 a TRO AGING NO Set cts e atu ace E Peete tenet ested AE EATE A A AE EE E eae ATE EI dn atch ue EEATT 102 B A Sel Dale aNd TIME i035 atic ee A oll uid olla 102 Be DOWMO AGP FOOK AN ssc eiscced cath oe tae E a 102 ke O een eae 102 NOTES tte loa on et 102 7 2002 2
73. asic Details Basic Diamond Details Item Pictures l Supplier Information Dumbbell Tag Watch Details RFIDs amp Vendor Barcodes Part amp Labour List Item Part_4 gt General Information 101341 Manufacturer Barcode the Item QuickPick button to ltem Number SKU Article Category return you to the Item EEN A Mary RFID QuickPick screen Once here This is an on special 7 featured Item you can continue to add more lon t publish this Item on the Internet JewelB ase com Users P p E a a z Sd tags by repeating the above Gross Weight Total Carat Stones Net Weight Metal Learn steps until you ve added your inventory Now that you ve attached RFIDs to your merchandise it will be much easier to track Not only will this allow you to quickly and easily know exactly what you have on the floor but will also aid in reducing shrinkage and loss 95 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition want to bring Stock out into the Store ws ANIMAL TUNG HOLDER ZA Y YELLOW GOLD wont Y DUELE SIAL 4 STERLING SLVER ROOMAA HAND NAL exgrato e SET OF APENE y APO Apo fee iim ere Wolter f Ukwa eac T AN Pal 40 Ta 380 SIA IRD ANG PH When you start up DiamondCounter select the Tools menu and then click the SafeZone Check in Check out option In the new pane that opens select I want to bring stock out into th
74. ate item zoki Sum Advanced Part Detiretior Date put on Hold Sum Part Costs Pests amp Labour Promo Retail Price J itam self Cost landed item Cost tues Cost item Total Cost Markup Factor Sales etal Pros General Information Descriptions i i ic Di i i o P Basic Details Basic Diamond Details Item Pictures 5L Item Number This is your internal store item number SKU General Information You can select another item by clicking on the button to the right Item Number SKU Reb atedar with the three dots It will give you a list of other item numbers to Case Tray Article Sub Category Article Category Product types are engagement rings or A ESA wedding bands Using the product types makes your inventory control very clean and easy m g Fag Try to keep the amount of article categories between 15 ar d 30 Even though it is completely up to you how Gross Weight Total Carat Stones Net Weight Metal ess an p YUP b m PM MM many categories you want to use try to keep it in this range it will make it easier later on to track your inventory and make better decisions while analyzing your sales and inventory Article Sub Category You can use the article sub category to further divide the main categories For example ladies and men s wedding bands Weight You may enter the weight of the item here this field is for your information only Karat You may enter the karat of the item here this f
75. ave entered one for the item go to the side menu You can print a detailed wish list picture for the customer from this section 61 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition 2 Select your customer from your main list Customer Selection To view a customer s wish list from the x K tos ack me main screen just single click on their r Lastname First Name street Jor Phone name and it should appear on the lower gt Abbott Pat 11450 Bill Johnson Drive Buffalo 8 969 4546 cell right hard corner of your screen If you click else where on the screen it will disappear to bring it back just click on the present icon Creating Clue Card and Sending a Clue mail Click the Item QuickPick button To create a clue card for a client select the item a that he she would like and click on the clue card button It s great way to provide a helpful re Se Create a Clue Card hint to someone Print Title Page Just a Hint a The item description will appear on the right hand side with ey a picture if applicable You can then fill in a quoted price or leave the CO price as previously entered and fill in the recipient s name along with E 9 whom it is sent from You then have the option of printing it or saving it If you save it will appear in that customer s wish list es A Oe Lo Incom Technical Solutions Inc 1780 Thee ate 780 Prin
76. ayaway payments and Credit notes occcccccoccconcccnoncnncononnnnnonnnnnnnnnonnnnnnnnnnnnnnnnconannnnnnos 65 RETURNING AN ITEM 0 iconoclasta 66 USING THE SCRAP GOLD CALCULATOR 0000 A 67 5 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition VOIDING A TRANSACTION iii did 67 PRINTING A DUPLICATE RECEIPT coouescuas cauto Faas Ss tute e a al SES eae aD 68 VIEWING YOUR DETAILED DAY END REPORTS ccccccsssseeeeeeeeeeeeeeseeeeeeseeceessneeeeeeeeoeessaeeeeseeooeessseeesseeoeannneeeens 68 DANNY VSO SIT FS ONG ssh Sieg cde eo cere oe at i bn Bala le Sheed ss andi NE au ak rel du ie a al ceed al 68 DOING YOUR YEARLY INVENTORY CONTROL s cicscciciiri rciocaciia ti 69 VIEWING YOUR INVENTORY us ii ee ee ee he es 70 VIEWING your curen Inventory aladdin 70 Viewing your Past WV CMON Y atico 71 VIEWING YOUR SUPPLIES oi a 72 YOUR SALES PERFORMANCE gt ne at ao e a a lh a de fe o o e e el 73 VIEWING OU REPAIR oi ie ale 74 COMMISSION irate resected ee dl os ll dto la lod e 74 KEEPING YOUR BOOKS crci a E ce aecharadn eters eee e dees ieee eee 75 ANALYZING YOUR INVENTORY AND SALES 0d ee ee nne 76 Selecting a time frame Of YOU SALES eases A a e A a e 76 Displaying items with fastest turnover ccccceccccsseeeecesececceueeecseseeeceuececeeueeeceueesseaeeessaueeesseeeessgeeesseeeessaeeessenseeess 76 Displaying best selling article Categories o cccocnnnccconnococononcccanonononcnconanon
77. camera when taking in a repair and update the photo when the repair is completed You Capture Load take pictures on the fly To load a picture just click on the load button and find the picture on your computer and click It s handy to take a picture using a real time camera when taking in a repair You can edit the picture by clicking on the change icon or edit the goldsmith serviced by field by clicking on the drop down menu and selecting the correct goldsmith You can print out a repair sheet anytime from this screen by clicking on this button If the repair bag has been returned from the goldsmith click on the Got item from goldsmith button Picking up Repair Bags Select the customer the job bag is for and then move to the Item Quickpick Once in the Item Quickpick you will see another box below the standard Inventory list if that customer has one or more repair items ready for pickup Simply click once on these items and then click the Add to Shopping Basket button like you would for a standard store item The repair will be added to the shopping basket Simply repeat the procedure for any other repairs that the client would like to pick up You can also add standard sale items to the same basket Once all the items are added proceed to check out the client as normal 50 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Setting Up Repair Tracking Sel
78. ccccccnnccccccocononoonnnnnnnnnnnnnnnnononononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnninnnnss 22 2 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition IMIG Karat IS a 22 ls AA a ian fee celta decease ue adesi cats tient gata redaateiat a 22 Change unique items to multi EMS oooccccnccccccconncnnnnccnononnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnonnnnnanennns 23 Set all items to be uploaded not uploaded to jewelbase CcOM cocccccoccccccconoccnncnnnnnnnnnonnnnnnnnonononononnnnnnnnnonannnnnnnnannnns 23 Merging GUS INS o ante cia 23 SELECTING A CUSTOMER THE CUSTOMER QUICKPICK SCREEN cccccceeeeeeeeeeseeeeeeessseesnneeeeeeeeseseeeeeaaes 24 SELECTING A PART THE PART QUICKPICK SCREEN ccccccccecceccsccccsssseeeeeeeeeeeeeeeeesececaassssnsneeeeeeeeeesessaoooaas 24 SELECTING AN ITEM THE ITEM QUICKPICK SCREEN ccccccssssseeeeeeeeeceesseeeeeeeeeeeensneeeeeeeeoeesseeeessseooenneneeees 25 SELECTING A SUPPLIER THE SUPPLIER QUICKPICK SCREEN c ccssssceeeeeeeeecesseeeeeeseeeeeesseeeeeseeceeeeneeeees 26 SEARCHING FORA RECEIPT a a eo 26 BY Receb NOUMDE tai teckel o do o tad 26 By MOM NUMDE escort tet aa si cer a EE eae vacmeuet cele ob aceeineauaeadenss a eateoscreaveteareenaneeied 26 BY TING CUSTOM CMs iy essential ate eee e a lis ese Ose scietigct stata eclieat ued a aclie edie sien sorties 27 ADDING A CUSTOMER a O 27 EDITING
79. certain price point The default for this is 50 After that you can set your selling price interval which by default is 500 but once again you can set it to whatever you like Once you ve set the date and price options you can choose what you would like to analyze The first drop down box is for selecting the Article Category or Department you would like to analyze You can choose to analyze all article categories of ONE specific supplier or vendor or all article categories of ALL suppliers or vendors or you can choose a specific article category to analyze If you choose the first option you must select a vendor from the second drop down box If you choose the second option you do not have the option to choose a supplier because the software is analyzing all of them If you choose a specific article category from the first drop down box from the second drop down box you must either select Above Specific Article Category Department of ALL Suppliers Vendors or choose a specific supplier from the list Once you ve done this you can choose to analyze only items that have a known Vendor Style by clicking the appropriate check box You can also choose to analyze sales only and not the inventory by clicking the other check box To make this procedure simple for viewing the previous day s inventory you can click the Yesterday s Sales Pre set Options button and the options to display yesterday s sales will fill in automatically Before you
80. chnical Solutions Inc DiamondCounter User Manual 10 Edition Giving individual Discounts on each Item Define individual Discounts for each ltem Item Number fnit 00 itam Baat Description o Selected Item Retad Price Discount 100 00 NT o Total Price 100 mom Discounted Fetal Price Goto the Sales Screen Press this button to give individual discounts on each item Select the item you want to discount by clicking on it Now you can create a discount in percent for this item like 10 and the new retail price will be calculated You can also assign a new retail price and the percentage discount will be calculated for you Now select the other item and assign a different discount to 1t like 5 Once you are done click on Update new Discount and return to the final sales screen by clicking on the Go to the sales Screen button You now defined different discounts for the two items you are selling Fie Find QuichPich ES 2 Customer liem Quack Pick QuckPick Sale Contert of Shopping Basket Now the final sales screen will show the updated discount for each Number Aide Description Price p 10272 17 Parr 16kt white go Customer Indeenation Recegs inboenation E Sample Customer Subtotal Tax Toronto Ao Dircon TotalPrice Ontario Cash Back Calculalcs Accept and advanced Sales Options Cash Gren r Tamant coe hi Pace Print Iedcenation o
81. click the Go Create Report button please take note of the warnings below the button The first warning states and also Multi The reason for the exclusion of multi items is due to the fact that they don t really have proper date of entry into the system and are harder to track than unique items Once you ve made yourself aware of what is and 1s not excluded in the report you can click the Go Create Report button which will begin the report generation Please be patient while this report is running DiamondCounter may become unresponsive during this time but it is merely working through your data and will eventually output the data that 1t finds If at any point you want to stop the report simply click the Stop Cancel button and the report will stop generating Once the report has generated you ll notice that there are two sides to it On the left half you have your inventory and on the right half you have your sales You ll also notice that the inventory listed is coloured Red means that the piece isn t selling well and should not be restocked or should be returned to the vendor as it s just taking up space in your inventory Green means the piece is selling well and should definitely be reconsidered for restocking Uncoloured fields could go either way The software makes the recommendations based on when the piece entered inventory how long it stayed in inventory and the price it sold for verses what you bought it for
82. continue to the final sales screen That s all for today continue to the check out basket simply scan the barcode again and it will be removed When using the barcode scanner do not select the item T Open the shopping basket and scan the item It will appear in the shopping basket To remove a scanned item from the out of the list The final Sales Screen You should now see the final sales screen Let s continue and make a sale The final sales screen displays details on all the items in the shopping basket You may use the list and click once on each item to see the retail price of it This screen also displays the selected customer catar details on the left You can also add a note to the receipt by clicking on the Write a receipt note button gral Retai 3900 00 Bought los dor artes narra 0 4 900 00 Date of Sate E 3900 00 create a follow up Reminder Sample Customer Subtofica can see here af purchasing informan x 304 12 Toronto M Discover M gen Latom Ado Duco TotalPrice Travel Cheque Ontario qu Cash Back Calculator Recept and advanced Sales Options Clark Name cx Gmn ee a E p Print ledcenation on the Discouris 7 do not itsus Lopady Doler Let s give the customer a discount on the items he is purchasing There are two ways of giving discounts you can give a discount on individual items or you can discount the complete sale 63 2002 2010 InCom Te
83. ct Tools then Maintenance then fix Sub Article Categories Manage and fix Article Categories ej Here you can change existing sub article categories and change their name This Maintenance Tool will help you to maintain and manage your article Categories You to another one if you have too many categor 1es defined or some can change existing article categories to eliminate old or not wanted categories amp aN i categories are misspelled e change the Sub Categories in ALL Main Categories C change the Sub Categories in THIS Main Category only change this to this 10 21 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Fixing Repair Categories select Tools and then Maintenance then fix Repair Categories EA Here you can change existing repair categories and change their name to E This Maintenance Tool will help you to maintain and manage your article Categories You another one if you have too many categor 1es defined or some categor 1es can change existing article categories to eliminate old or not wanted categories are misspelled change this to this lt gt IE Fixing Repair Quick Work Instructions select Tools then Maintenance then fix Repair Ouick Work Instructions Manezs and fix Article Categories Here you can change existing quick work instructions and their names to Thi Maa tec cars Dee Yo ts mee ey te oe oe tte L e et another one if you hav
84. d an amount as a lay away payment or returned an item and you issued him a store credit note DiamondCounter will display at the point of sale at the final sales screen 22 that there is a credit for this customer present You can now select Lay away or Credit Note as one of the payment options and an adjustment will be done to the current lay away and credit notes How to cancel a Layaway Payment The easiest way of canceling a lay away payment is to create a new lay away payment with the same negative amount Pay attention to the payment method you have used when you created the payment in the first place so the two payments will cancel each other out and you will balance by the end of the day You can also void a payment by clicking on the appropriate payment clicking the void button on the top right hand corner of the screen and then entering your username and password 58 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition How to create a Bound Layaway Payment QuickPick Screen DiamondCo wr S Custone QuichPick NA Seach amord Item Selecion Searchtor fLimit to 20 7 Clow Field unite Elle Find QuickPick find Repar Begs Shopping Basket Speciali Order Gi Certificates WehLet addnew Took Yiew Userlogon _ de View Basket Pics suo ON 2 due lopen Repare fot thes Custorner l Cse Tw xj Batas Zp Ses A y 5 If a customer has
85. de Inventory Investment incom Agg By clicking on the Investment Guide button Fie the main Investment Guide screen will open On this screen you can choose various criteria to generate a report that will show you what categories you have invested in your store as well as which suppliers you have invested in ltem QuickPick QuickPick Print Report Options Article Category Price Group Inv Cost Inv 4 Sales Cost Sales Diff 4 new Investm la i email ike aes TEL T ENES E TEL pe This report also shows you how much money debi 1500 200 000000 18168004808 175 you have invested in each category or 14Sep 06 v 13 Mar07 v 500 1000 550 00 0 10 0 00 0 00 0 10 a T sos oO a50 004 a ow 00 supplier and which categories or suppliers are jerault to tne lasi on 500 1000 775 00 014 0 00 0 00 O14 A OO EO 010 on a making you the most money and should cz a v ANKLET 0 50 1540 26 0128 2119 43 053 005 7180 therefore re invest 1n Supplier to analize 0 50 00 678 27 0 12 239 32 0 06 0 06 all Suppliers BANGLES 0 50 207587 07 719578 05 M8 51 69 En 440000 073 00000 07 To begin first select a date range to analyze BOO Cost increments 5350 00 0 96 0 00 0 00 0 96 BATTERIES 0 50 e577 012 AA ve It defaults to six months from the current date O ostet BODY JEWELLERY 0 500 792 58 0 14 1728 80 0 43 0 23 83 29 but you can select any date range you want SEDO 2857
86. e Last Credit Slip button in the top left hand corner Splitting Up the Sale Elia If you would like to split up a sale and assign commission to up to EMIR ESAS three different people enter your user name into Clerk Name and click on the split button You can then break down the sale in terms of a percentage assigning a percentage of the sale to each clerk The final breakdown must equal 100 or you wont be able to click the okay button and continue finalizing your sale Making the Sale Final Clerk Name To make the sale final you need to enter your store ID clerk name that was defined in the configuration of DiamondCounter Once DiamondCounter confirms you as a valid user the sales button will become enabled Press this button and the sale will be finalized and a receipt will be printed out Finalize the sale and update data base An important note about layaway payments and credit notes It is important to know that each lay away payment and each store credit note is linked to one specific customer It is 22 highly recommended to search for an existing customer in your database before adding a new one Every time you add a 65 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition new customer to the database DiamondCounter will assume that this is a new customer even though the customer has the same last and first name like a existing customer in the database The software as
87. e Options Tab and then Customer Loyalty Program Customer Loyalty Program Setting up the Customer Loyalty Program allows your Customer to collect Loyalty Dollars with each Purchase The Customer on the next Purchase as a payment method can use these Loyalty Dollars Enable the Customer Loyalty Program Loyally Progam automatically for al Customer pam feet On this screen you can set up how many loyalty dollars you want pa to give back to the customer based on a certain dollar amount pon Pz spend with each purchase The newly collected points as well as NE ZA the total of collected points so far will be printed on the customer s Rames Paleta receipt This tool and feature can help you to make sure that the a customer will be returning to your store instead of the store around the corner On the sales screen you can define if you want to issue loyalty dollars to this specific transaction or not if the feature has been enabled It s under receipt crac nar e lige et we 99 Dum Jaca TOeacesear Thee auc Pace Davan options pjs Flo osems 181w at i oma Peral 5 13200 joai ta hor arte e sana 1320 00 Late ot Sate m sere 132000 Fe Receipt and advanced Sales Options e vey i Sample PE es Customer Subtotal 132000 Ce oma m Tax exempt s 10299 Are bpr D a pe L ns hato D eco Tor Travel Cheque ma Cnet Rud ee ee bine mami ee Arn h More i 3 g whine sana E V Print this Receipt aL Print I
88. e of the existing items and the new items default 29 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Adding an Item Select the menu Add New menu and then Item Inventory Single Detailed Once you are in the item detail screen you will be able to enter detailed information about an item However you do e not need to enter all the information The minimum information required is the actual item name or item number you will be using as well as the retail price All other information like descriptions weight supplier information Add this Item dumbbell information or picture names are optional and can be edited later on When done press the Add this Item button to save the new item or press Cancel to delete amp Cancel Adding an Item Using Simple Add Click the Add New menu and select from the menu Item Using Simple Add liem Semple Add Feel Good Inc z Guitare per Usdas Dri DAPO Cros Changes Desde sirap View tere Nudes ELI 2 hacia Categor Desortor Ipated on ecap cose 2 arte Copy m he Bat Desorpon Case Tiny Ase Sim Caron oy Met al Wenge Gold iste sii Cow parian e Cow oo BS Cont wea stt mes i Supe Bea Mune Paste Lob wet os Com DUN J Levey A Mastue Inma Date pra WS SADA el Today Retsi Invertory D ate 5 nn ul Paste t Labas Los Marea Coragreuert eno hol Lox Cope ol Spady Dede lise
89. e store and place your items from the safe onto the RF Reader sheet and wait a moment DiamondCounter will recognize all of the items that you have placed on the sheet and signal that they are out on the showroom floor View User Log n Configuration Help Day s End Financial Information Inventory Financial my Supplies Safezone Check in Check out my Sales my Sales Month by Month Se oe EA te At the end of the day after all of the tagged items have been collected and are ready to be placed back in the safe go back to the Tools menu and select SafeZone Check in Check out and press I want to bring stock back into the safe You will then see a list of the unsold items that the system knows is on the showroom floor Once you place the items ready to go back into the safe on the RF Reader the items will be systematically removed as the system recognizes their individual RF tags Counting of the items should only take seconds If there are any items left in the pane after the count has been completed that means that item is missing When all the items are present and accounted for the list will be empty and you can place the stock in the safe and close out DiamondCounter 96 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Frequently Asked Hardware Questions How To Install A Ribbon On The Datamax E Class 4203 Printer Take the ribbon roll and unwrap it a littl
90. e to show its orientation Once you have figured out the correct orientation shown insert the roller into the ribbon hub The ribbon should be pushed so it is flush to the left side The left side of the roller is the side of the roller that is inserted into white hub located in the datamax printer Insert the roller into the white hub as shown Drape the ribbon over the metal bar Feed the ribbon underneath as shown Try to feed the ribbon smoothly to samson ensure a wrinkle free print surface Bring the ribbon to the front and attach the clear end of the ribbon onto an empty ink roll core with a piece of tape 97 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Wind the ribbon until you are able to see the black portion of it appear along the front face of the print carriage Put the roll of labels onto the label roller Notice the black plastic piece located on the label roller used to guide the labels and the little green guide on the side Push both guides toward the label roll Slide the guides until they barely touch the labels This will guide the labels during the print process 98 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Push the print carriage down so that 1t is clamped underneath the leaver Close the cover and print a test label 10 labels will then be fed in order to calibrate the printer View the label If ever
91. e too many categories defined or some categories are misspelled change this to this KAO O Fixing Karat Categories select Tools then Maintenance then fix Item Karat Categories tenas aui fiz Arlie is Here you can change existing item karat categories and change their name p eee e tly cree ea Md to another one if you have too many categories defined or some categories are misspelled change this to this JO IE Fixing Supplier List Categories select Tools then Maintenance fix Supplier List Manage and fix Article Categories This tool can be used to clean up your supplier list in case you have one E This Maintenance Tool will help you to maintain and manage your article Categories You supplier listed under a similar name can change existing article categories to eliminate old or not wanted categories change this to this lt gt IE 22 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Change unique items to multi items select Tools then Maintenance then change unique items to multi items Changing Unique ltem Status This tool will change the status of all unique items that are sold but not to a specific customer usually used after inventory synchronization into This Tool will change ALL unique Items that are out of Stock but NOT sold to a specific Customer to Multi Ibem Status multi items and set the Quantity to zero Are you sure you want bo do this
92. ect You can send proud OO as letters which will print letters with the text you specify with the a coc ES customer s address and name filled in automatically in the letter oriy Customer that have mschandie wn thee with kst 7 export tthe emal Addes You can print shipping labels on Avery 08162 or Avery 05260 or rae equivalent with the customer s name and address on them Lastly QE BS memene e germs hentia ie you can send emails to anybody who has an email address fird by Oustomes Type find Customer that bough cetan amount within a time tame To help you in selecting the options you may need you will notice that there is some blue text with radio buttons directly to the right 85 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition of the Item QuickPick button These options are here to help you fill out the correct criteria to generate the data you need If you just want to export your customer database click the first button If you would like to print and mail letters select the second option If you want to print shipping labels on Avery or equivalent labels click the third option or if you want to send out a mass email too all your customers click on the fourth option When you click on these options various image on this screen start blinking This is to let you know that these are the sections that you are required to fill in to get the data you need to continue To make prope
93. ect Configuration and then misc Set up and Remote Store Connection First 1f you have had a scanner already configured in the software you need to go to configuration configure software then to hardware set up to disable it misc Setup iv don t prompt me to make a Backup Copy of my Database when closing the Software Access only do not print the last Name of the Employee on the Receipts To disable it click on the drop down box underneath scanner set up and select disable add the AutoSKU after the Character last v Click on apply changes to save your changes use advanced Labeling OMN Style Unique Store Code peee use the first of the Supplier Name fo Save and Close In order to set up the repair tracking go to configuration then click on the misc setup and remote store connection tab Other Setup Utilities o wr Remote Store Setup Location Setup Tracking Connections Barcodes Scanner Click on the setup tracking scanner button to configure your barcode scanner Barcode Scanner Setup COM Port Name of the Location o Matts Desk I Scanner is Location dedicated de activate Job sleep po OO Scanner is Location dedicated P de activate Job sleep fo M Scanner is Location dedicated de activate Job sleep o SY Scanner is Location dedicated de activate Job sleep fo oO Scanner is Location dedicated de activate Job sleep poo oO
94. ed that you barcode your jewellery using DiamondCounter specified barcode This creates a more ese efficient inventory control since every item gets it s own individual barcode instead of a generic barcode for multiple items Parts and Labour List ne This item detail screen can be used as a cost sheet for parts labour etc DiamondCounter will automatically add the cost of all the fields and apply them to the final item cost re Teta ee OK Aah Charger Coen sd l Dwor eo 35 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Financial Information Item financial Information Sum of Advanced Part Definition E This window will show you all the financial information about this A Ed a item Enter the cost of the item in Item Self Cost Define your Parts amp Labour Lis T S EEE Markup and the Total Retail Price is calculated automatically If you do not like the Total Retail Price for example the calculation is 1953 57 but you would rather have it to be 1949 99 simply LE ERE medial hange it in the Total Retail Price box and the Markup will be IS chang 0 i p ZEEE ead recalculated to reflect this new price Pay attention to the checkbox Excise Tax already paid for wherever applicable If you purchased the item from a supplier the excise tax is probably already paid for so this checkbox should be marked default is set If you unchec
95. eypad then press the yellow left arrow button to confirm it 10 Repeat step 9 Until your inventory is complete or you would like to upload it in blocks into DiamondCounter 11 To upload your data press esc then select upload data and press the yellow left arrow button this will cause the scanner to start sending your data 12 Open up diamond counter and go to tools the inventory control 13 Open up a new inventory file select a suitable name and click open 14 Click the download from handheld scanner button and select the appropriate COM port It will be the port that we plugged the scanner into earlier 15 Click the download from scanner data button 99 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition 16 Once it is finished click finish 17 Make sure that the scanned data entered into your inventory 1s correct 18 On the scanner you will be taken back to the three options 19 Repeat step 5 this will delete your previously scanned items Repeat the rest of the steps as necessary in order to complete your inventory Utilities Menu When you power up the scanner you will have three options in order to proceed 1 Collect Data 2 Upload Data and 3 Utilities Use the arrows to scroll down and highlight Utilities Click the yellow left arrowed button You will then be provided with 7 different options The options are system settings browse data delete data reading test set date and
96. f that are all the pieces that are being ordered their quantities when they were added to the list and their descriptions To send the order to the supplier you must first click the Create an e Order to supplier gt supplier email address button Once you ve clicked that you can click the send e order via email button to send the order to the vendor Once you ve done that DiamondCounter s internal email client will pop up and send the email to the address specified As soon as that s complete a box will pop up that says Mark this e Order as being sent amp processed Simply click yes to this option and the e order will be flagged as Sent 42 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition When you receive the order you can use the Add New Stock Items by an Invoice feature of DiamondCounter to add all the items quickly to your inventory Simply Click on Add New then Item Receive New Stock Items by an Invoice Once the Add Inventory by Invoice screen opens simply click the dropdown box for select e Order and click on the order number then fill in the invoice number and click the Continue to fill out the Receiving Form button where all the items from that invoice will be added to the screen From there you simply have to enter a SKU prefix and an Article Category choose your options for adding shipping and printing labels and then add it all to the inventory
97. go through the entire database find the data you are looking for and Dor Se give you informative facts of your sales After you make the selection a i of what information you wish to see DiamondCounter will display Cun Suse St all the information in the right table You can also view this AEREA information by bar graph which enables you to view your selection in an easy to digest colorful manner You can print the reports and ee keep a copy in your records 3 Sea i 73 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Select Tools and then My Sales Periodical This tool allows you to track your sales for a certain time period by article or supplier and then compares the sales with the sales you made during the same time period of last year Viewing Your Repair Log Select Repair Tools and then Display Repair Log fe x This function allows you to view all your repairs during a selected month or from a selected time period Tere Selector Rapa dang the selected month aga z xe C Pepan dang the selected ime period Options Repers thet came n dug be Time c ON mm You have the option of displaying repairs that came in or went out and you can group them by the employee customer or show them ungrouped It will display the bag number the customer the status of the order a description of what needs to be done the price quoted the final p
98. gory this payment falls under advertising material etc and the financial information amp Cancel Once you are done you have to save the information you just entered by pressing Add this Transaction or Cancel to delete all information you entered You can also edit an existing transaction at anytime Simply select the appropriate transaction out of the list and click Edit Transaction It is also possible to delete an existing transaction if necessary To do so click Delete Transaction To view and list totals of transactions click Select by Time Frame You now have the possibility to select transactions by a certain month or in between two selectable dates and you may select all transactions of this timeframe or all groups of categories the transactions belong to or all groups of suppliers merchants you paid the money to This will give you a quick overview where your money goes and supplies you with all the important totals of your transactions m Time Frame month icy Transactions during the selected June y 2002 y Transactions during the selected time period Grouping all Transactions ungrouped C grouped by Categories C grouped by Suppliers 19 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Analyzing your Inventory and Sales Select Tools and then Inventory Sales Analyzes Reports The inventory a
99. h for Merchandise Suppliers only will find suppliers which supply actual merchandise and or stock Search for Services Suppliers only will search for service suppliers only If you use a goldsmith or clock repairperson they are good examples of a Service Supplier x You may clear the search field simply by clicking on this icon To display the details of the supplier double click on the table of the supplier you want to view or use the QuickLink icon The right side of the screen will display the actual supplier that you have selected It will display the phone number fax number e mail address and web address provide you entered that information about the supplier You can launch your email program and send email or view a supplier s web page by clicking on the letter and world icons respectively This allows you to send email or view his her web page directly from supplier quick pick page Searching for a Receipt There are different ways of picking a receipt You may find the receipt by its number by an item that is on the receipt or by the customer who made the purchase By Receipt Number Select Find QuickPick and then Receipt QuickPick Receipt DiamondCounter I A window will pop up asking you for the receipt number Once you enter a valid receipt number Find Receipt Number 123 press enter and the appropriate receipt will be displayed mos By Item Number Select the Item you want to see
100. he download is completed DiamondCounter will do the installation of the new version for you shut itself down and start running again Running DiamondCounter on a Network with more than one Computer DiamondCounter is capable of running on a network with more than one computer Each computer with its own CPU keyboard screen and mouse will be connected and talk at the same time to one database Every change in this database such as new inventory and a new sale will be visible on any other computer right after the change was made For setting up your network and configuring the database please get in touch with us If you know computers well enough you can also configure the ODBC connection of each computer by yourself Simply call the Connection ODBCDiamondCounter and point it to the computer and location where the working database can be found Maintaining your Database Fixing Article Categories select the Tools then Maintenance and then fix Article Categories Here you can change existing article categories and change their name to another one 1f you have too many categories defined or some categories are misspelled Manage and fix Article Categories This Maintenance Tool will help pou to maintain and manage your article Categories You can change existing article categories to eliminate old or not wanted categories change this to this TEE gt M Auto Sub Categorize gj Fixing Sub Article Categories sele
101. iamonds User LogOff All with a click of a button Also available for JewelBase are templates to give your store that extra bit of flare that will make it stand out among other online vendors Choose a Holiday template for the holiday season or a Mother s Day template during that special time in May With over 10 available templates and custom templates that can be designed to your specifications JewelBase can have the look you want and stand out and give you the competitive edge you need in the online marketplace Jewelbase Storefront Jewelbase Storefront will help you keep your online inventory neat and organized for Jewel Base csassocinta one oi your Ace viewing while still allowing you to retain the diversity of your current article category Storefront known Categories of JewelBase Jist Jewelbase Storefront is simple to use and only has to be performed sparingly When you upload to Jewelbase for the first time the Jewelbase Storefront window will open when it comes across one of your current article categories that it does not recognize from it s built in list When this happens simply click the green drop down menu and select the article category from the list that is the closest match to the category you re uploading Say for instance you had the category of Gents Watch Jewelbase Storefront wouldn t recognize this so the window will open asking you to associate it with a known category You would click the drop dow
102. iasia ci 43 ADDING A SUPPLIER irii a A ds 44 EDITING A SUPPLIER cto tre ne a lc oe e a o id robe Pee ee 44 MERGEA SUPPLIER usina ir aeveriecceies 44 RETURNING AN ITEM TO A SUPPLUTER ibn ecco hale 44 ro ar Pu aa a Eara a ar 45 MGI a Diamond Leissin a e a a a a N a aie 45 viewing the Diamond Deals ld dl 45 SETTING UP THE REPAIR PRICING GUIDE 6x0 ae He eee eee 46 CREATING A NEW REPAIR BAG sicko ieee ee eee eee ee ee 46 USING THE SMARTBAG FEA TURE cz sccsseacceesccecececocescsceccsssactscnzaeecececceesecescscsscnciesececeecancescacescesaddeeesnacetcceceesacsesaeauad 47 USING THE REPAIR PRICING GUIDE 5 00 eae eae ee elle cele 47 SEARCHING FOR A REPAIR BAG isis 47 By JOD Bad NOMDE arsaa eee ee E E 48 BY ne Customer acia 48 4 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition By Job Bag Reference NUMDEL ccccccccssseececceeseececceeueeccesaeaeeecscseaeeecesseueceesssauseeesseaaeceesssaaeceessaaeeeeesseaneeesssaages 48 SN MEAR DS eter rerio cre rere ete ee ene ene to RE TOs Pe me Oreo erent renee cere eee ee eevee 48 BY Ie Status o FINO Replica le 48 Vias OCIS SUI NC ais tds 49 VIEWING A REPAIR BAG dios do 49 PICKING UP REPAIR BAGS siii silic n 50 SETTING UP REPAIR TRACKING isis ooo a Soh la ae Sl a ec a Sel 51 REPAIR TRACKING al e ed aud 52 VIEWING LOST OR UNSCANNED BAGS siii dd 52 SPECIAL ORDERING AN ITEM coccion a es ial 53 Special Ordering an litem From a SUDDINEN td 54 Viewing a
103. ich will take the description that is typed in the Description field and enter it into the four blank lines that are available on the dumbbell tag To turn this on click the check box twice To turn this off click the check box once If you want to add additional money to the Cost of each piece simply add the value you would like added to each piece in the box that says Add The Amount of to the Cost of Each Piece For shipping there are two options You can choose to not add shipping charges to the Item Cost or you can choose to add the shipping charges to the Item Cost and divide the amount evenly over all the pieces on the invoice Once you ve chosen your options you can continue to add these pieces to your inventory by clicking the Finalize this Page and add all Items to my Inventory button in the top right hand corner of the screen When you do this if there are any errors on the page it will alert you to them If and when you ve cleared those up it will ask you 32 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition if you have confirmed all cost and retail prices on the page You can click yes or no to this It will then ask you if you have confirmed the SKUF Prefixes you re going to use If you have click yes Otherwise click no Once you have done this the pieces will be added to the inventory and a screen will be displayed that will show you the items that have been entered along with the SKU
104. ide Repair Pricing InCom DiamondCounter offers you a built in repair pricing guide that ee you can setup to your needs It comes with pre defined repair en hi categories such as ring sizing however it is up to you to pta icine confirm the given prices and enter the appropriate values You a es ae ae a sane can also add new repair categories to the system if the ones that 4 prong low base heads upto 16ct are already entered are not enough for your purposes You can print the screen by using the print icon 017 01 017 02 4 pronglow base heads upto Sct ff o fo haso 017 03 4 prong low base heads upto 76ct ff po fow fhao 117 04 4 prong low base heads upto 1 O0cts ff pmo pmo po 017 05 4 prong low base heads up to 1 500ts ff pmo heo peso 017 08 4 prong low base heads upto2 00cts ff faw fso peo 017 07 4 prong low base heads up to 300c ff hew fao pao 1 AAA S A Sl A ee A O A AS A e AAA A OO SS OES Ee Creating a new Repair Bag Click the Create a new QuickRepair Bag for Frank Miller New Job Bag Wizard This window will guide you in creating Repair information Repat Category AE a new repair bag The fields at the top Makes Depot oft Date of Peren recewed L S can all be filled out however just the fer Jun 00 x ones that are marked green are required P cn fields You will not be able to continue el D nn without having the required fields EL rvn a completed The
105. ield you ll put in what DiamondCounter should make the SKU For instance if it is a ring and all the other rings in your store have the SKU type RIN xxx you would put RIN in the SKU field This will make sure the proper SKU is assigned After this has been completed you simply have to confirm the Cost Each and Retail Each fields Once this has been done you can continue to add more items on your invoice The screen has spots for 50 different style numbers If you need more than that you can simply click on the Add 25 button in the top right hand corner to give you more fields If at any point you have to navigate away from the screen before completing it make sure you click the Park This Screen Until Later button but keep in mind that this button will not park an invoice so you can start another one It will also not keep the information if you close the program It is primarily for stores that may only have one or two screens and may need to shift from adding items to performing a sale and then going back to items To return to the screen you simply have to click Add New Item Receive New Stock Items by and Invoice again and the previous work will be available to you again Once you have added all of the pieces on a particular invoice you can continue on and add them to the system To do this you must first select some options on the bottom of the screen You must choose whether or not you want the item description in the label wh
106. ield is for your information only Gold Rate You may enter the gold rate of the item here this field is for your information only 33 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Price per Carat You may enter the price per Carat of the item here this field is for your information only N B DiamondCounter does not do any calculations from this field Descriptions Descriptions Brief Description Description printed on receipt Memo Notes Basic Item Details Basic Item Details Karat Basic Size Weight Basic Carat Basic Width add both to Gold Rate Basic coe Price per Carat Basic Lenath Colour Basic Basic Diamond Details Pictures Descriptions Basic Detals Diamond Details Mem Pictures Supper Information Dumbbell Tag Watch Detail AFIDs amp Vendor Barcodes Part Labour List Item Part Relali_4 gt General informa on ID1 0621 Pictures item Number SKU Aricle Category 1 N mi E SS a _ A J Case amp Trap Agicle Sub Category y This s an on special featured Item F don t publish this Item on the Intemet ewelBase com Users Brief Description Let s you define a brief description of the item Also used with the QuickPick Item search function Description This field allows entering more information and detail This text will also be printed on
107. ific customer 97 r Receipt Trarmaction Ne 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition xX Create Repair Bag for Fami 7 Layaway Payments Use this button to create a repair bag for this item DiamondCounter will load all known information about this item into the repair bag database to save you time DiamondCounter will handle and track lay away payments A lay away payment is not bound to a specific item think of it as a deposit into an account for each customer Each customer will have basically three accounts with you the lay away account the credit note account and the accounts receivable account If the customer has any outstanding balance in either lay away or credit note account you can use this account as a payment method at the point of sale How to create a Layaway Payment LS Y E Click the button Lay Gap payments amp Customer Lay Aways Feel Good Inc 2 x Print a Credit Summary Move Credits and Deposits Date Amoure Method Item S Order Reference Karl Williams St Catharines Ontario Generic Lay Away Deposits 0 00 Item bound Lay Away Deposits 0 00 Special Order bound Lay Away Dep 0 00 Store Credits On Account Balance w Print a Receipt of the last Make a new Close Payment Payment m Save TF Print the wording Estimated Price on this Receipt Copies to print print the Payment Receipt with Information on the
108. ing on the list and close the screen or simply double click on the diamond in the list DiamondCounter also allows you to search in your finished jewellery good to search for diamonds of a certain quality The diamond details need to be entered prior into the item detail screen under allow 15 Range Basic Diamond Details Once a search is performed DiamondCounter will display a list of all finished items with the diamond quality you were searching for search in finished Jewellery Viewing the Diamond Details Y Diamonds InCom alex Ble 2 slg Once you have found the diamond you were looking for you will 4 otha SS ye E see the diamond detail screen Dimond Detads Track thi Diamond as Detads 32 e Shape a Fancy Caur moo peel wamt e Pasercence Store a Coste Number TT ma Note Synet iI oe ia Ss moo bos po Cua H Be Deto a m PE EN E Take Hog a OSI Y MEA Colour MEA Crown Height En Ost Na Frish Groso pE Ma Z pene From here you can WV Add new stones to the database Add new Stone Edit an existing stone Edit Stone Delete an existing stone 45 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Print a label for the stone Print Label And start a new search for another stone Search Diamond Database Setting up the Repair Pricing Guide Select Tools and then Setup Repair Pricing Gu
109. ion
110. ion Try to avoid words like Men s Fashion or 2 anything containing an apostrophe this symbol will cause difficulties when searching in the databases Backing up the Database The database is stored on the hard drive of your computer You should make a backup periodically and store it onto a diskette or CD depending on the size The database is usually located in c DiamondCounter DiamondCounter mdb This is the file you should copy to a disk Do not use the same CD over and over again rather try to rotate them daily so 1f the copy from yesterday gets corrupt you will always have another copy from the day before 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Frequently asked Questions during Start up with Diamond Counter bJ y How do I assign a new SKU or Item Number DiamondCounter allows you to assign a new Item Number or SKU number in different ways You can either keep your existing numbering system or have DiamondCounter assign automatically a new number There are three different ways of how you can create a new number 1 Enter your own new item number manually in the field Item Number SKU Or keep the field empty and click the little keyboard symbol beside the item number filed this General Information will automatically create the next sequential number ltem Number SKU y Articl 3 Or enter some alphaOnumeric characters into the item nu
111. ion and if it s sleeping If you would like to search for a specific bag you can enter the job bag number to search for it in real time It automatically defaults to showing all bags You can also view a time summary of a certain bag When it was logged in or out etc It automatically defaults to viewing the time summary of all bags It will default to show repair bags that have been scanned within the last month but you can click on the display all scans at anytime to view all bags that have been scanned Click on the Create Scanning Report button to create report detailing the last month of activity This report is printable by clicking on the printer icon Viewing Lost or Unscanned Bags Select Tools and then Life Tracking List of Unscanned Bags Lost erecta This screen will detail bags that were once scanned but haven t been scanned in a user defined amount of ours Enter in hour amount in the green field and the lost bags will be updated in real time er last scanned DODODOOF3 29Jan 07 11 28 47 AM TEST ooo000082 30 Jan 07 2 09 07 PM gwag ooo007749 19 Apr 07 12 58 03 PM Matts Desk 0000091 70 13 Apr 07 12 08 37 PM Thomas 000010124 22 Feb 07 1 46 09 PM Mary 000030001 22 Feb 07 3 25 15 PM SCAN OUT 92 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Special Ordering an Item Select Special Order se QuickPick Screen DiamondCounter File Find QuickPick find Repair Bags Shopping Ba
112. item Supplier appears in a Supplier Let s you tie a supplier to an item The supplier must be already defined as one of your suppliers in the database or you will Suppl ltem Number have to enter them as a new supplier Supplier Invoice Supplier Invoice The invoice number of the item once received Invoice Date Invoice Date The date of the invoice once received Supplier Item Number The Item Number the supplier is using Click this icon when entering a new item It will Inventory Date Default automatically load all values like invoice number etc 27 Mar 07 from the item that was entered last Description This field allows entering more information and detail This text will also be printed on the receipt once the item is ae check to copy the description in the brief description of item Weight You may enter the weight of the item here this field is for your information only Karat You may enter the karat of the item here this field is for your information only Gold Rate You may enter the gold rate of the item here this field is for your information only For chains Size Enter in the size of chain Width Enter in the width of the chain Length Enter in the length of the chain system To capture a picture via a real time camera click on the capture button To load a picture just as y lt amp These two buttons will appear throughout the program allowing you to capture or load a picture
113. iteria you entered Print x Shipping Labels Before you go and print your labels make sure that you have purchased the correct label types Both Avery 08162 or Avery 05260 or equivalent are supported You may also want to perform the first printing on plain paper so you know the orientation of the labels and how you ll have to insert your label pages into the machine so you don t waste any Once you re ready click the button and your labels will print 86 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Export x Customers When this button is clicked the software will export your customer list to a CSV or Comma Separated file that can be opened in Microsoft Excel OpenOffice s Calc or any other equivalent spreadsheet software When you click the button you ll be asked to choose a location to save the file Be sure you save it somewhere where you will remember it The Desktop and My Documents are both excellent places to save this file You ll also be asked to name the file By default the name is Customers so you can change this if you like Once you ve found your save location and named the file simply click Save in the bottom right hand side and you re done You can now open this file in Excel or Calc and start editing 1t as you see fit You can also email this file to an advertising house to get them to send out mailers Print x Letters When you click this button the text that you have wr
114. itten in the Letter Text field will be printed out on the computer s default printer along with the client s name and full address and also your company s address telephone and fax numbers After this they can be folded and stuffed into envelopes for mailing Send x Emails Sending emails is probably the trickiest option available but also the most powerful as it allows you to directly connect with your clients with minimal time and expense When you click the Send x Emails button the default email client on your computer will open This is usually Microsoft Outlook Express Microsoft Outlook or Microsoft Mail but could also be Mozilla Thunderbird Please keep in mind that this option will NOT work with web based email providers like Hotmail Yahoo Mail and Gmail You can use the Subject for e mailings field and also the Letter Text field for emails but remember that these fields are for very basic text and don t support different text and font styles and colours After you click the Send x Emails button DiamondCounter will alert you that you re about to send batch 1 of x where x is the total number of batches you ll be sending One batch is 25 emails After this displays your default email program will open and the Send New Mail screen of that software will open as well with the first 25 emails of the batch already inserted into the To field The first thing we have to do is change this to the Bcc field or Blind Carbon Co
115. k Feature sesiones leiste dpi eicolaieds 13 CONFIGURING DIAMONDCOUNTER cccccceeeeeeeeeeeeeeceeessssssneeeeeeeeeeeeeeeeeaaaaesssssaaseeeeeseseaeaooggagssssssseeseeesesseseaoooaas 14 o o A 14 Company Monn aUo a sont a a co ee eee eee 14 Adding a Banner to Your ROCA laica 14 BET A 15 FR MO UN er iii rodar inicia 15 Repair Sheet cl satelite 16 ns A e 16 Receipt Disclaimers Repair Disclaimers and Repair Pickup Messages occcccocccncconcnccnnncncnnononononcnnononononnanononnnnnnos 17 CONFIGURING THE TAXE Sosa ii 18 CONFIGURING THE HARDWARE cceceeeeeeeeeseececccesssseneeeeeeeeeeeeeeeoooggaessssssseeeeeeseseseaaogoggssssssseeesesesesssssagogags 18 o PP nn A oassceueetecsecesseenc 18 Dumbbell Tag Prinier 18 E al BY E o A me ere A E E alee A E E E E eee os 19 Using different printers for receipts and repair sheets onoccconncncconconoconnncnnonononnnnnnonnncnnonncnnonnrnnrnnnrnnnnnnrnnnnnrnnnnnnnnns 19 THE QUICK PICK SCREENS A 19 Ayala DUUS eree E TEE E A E EE 19 RUNNING DIAMONDCOUNTER ON A NETWORK WITH MORE THAN ONE COMPUTER ccccsssssssssssseeeeeees 21 MAINTAINING YOUR DATABASE soccunirionssicnsaai aarda aaiae aaiae daiak tai 21 Fino Anice CALEGONOS vencio ES E 21 Fixing Sub Article Categories ccccccooconncccnnccccoooonncnnnnnnonnnnnnnnnnnnonnnnnnnnnnn nn nn nro nn non nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 21 sa o SS 22 Fixing Repair Quick Work Instructions oooccc
116. k has been sent Printing Labels in Microsoft Word From Extracted Data Now that we have our file generated from the procedure above we can continue with printing our mailing labels in Microsoft Word To accomplish this first you must open Microsoft Word Once Word has loaded you can select the Tools menu and then select the Mail Merge option Once this option has been selected another window pops up asking you what type of document you ll be producing Select the Mailing Labels option and click Next Another box will open with two options in it selectable by buttons Click the second button that reads Merge information from another type of file Navigate to where you saved the customer file you generated with DiamondCounter and select it If you re having trouble finding your file down near the bottom of this window there is an option that says Files of Type and has a drop down list Click this drop down list and select Text Files from the list Your file should now be visible Select 1t and continue on At this point several boxes will pop up in succession with different options for your labels The first box that appears will ask Do you want to use entries in your first row of data as field names Select No to this option A new box will open asking you which separator character your file uses Select the comma option and click OK The next box that appears will say Word need
117. k this box 10 excise tax will be added to the Item Cost The Sum Part Cost value is calculated from the sum of all the parts that are associated with this item You can only change the amount in this box by altering the individual parts cost The Item Total Cost is the sum of Sum Part Cost amp Item Self Cost amp Excise Tax The Sum of advanced Part Definition will automatically be calculated when using the detailed cost sheet provided by DiamondCounter Item self Cost The three different cost values are as follows e Sum of Advanced Part Definitions is the sum of all parts you defined in the item cost sheet such as the total value of precious metals used cost of all diamonds and labour Sum Part Cost the total cost of all loose parts that are assembled into this item Parts and Labour List total cost of parts and labour of the item Item Self Cost to total cost of the item itself the amount that you paid to your supplier Item Total Cost the sum of the three amounts above Consignment and special Order Items You can define an item that you have in stock on consignment as such by setting the checkmark into this field that will allow DiamondCounter to track this item as a piece that is part of your inventory but not part of your investment and will report the profit on this item differently This ltem is here on consingment memo or is a special order item Item Status For Uniq
118. k to the repair screen Save this Job Table i as It is i Searching for a Repair Bag There are different ways of finding a repair bag You may find the repair by its job bag number by the customer name by priorities of repairs by the status of repairs or by a specific supplier 47 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition By Job Bag Number Select Repair Tools and then select by Bag Number l Look up a Repair Bag Number x A window will pop up asking you for the job bag number Once you enter a valid A Is number press enter and the appropriate repair bag will be displayed qe i close Bag By the Customer Select Repair Tools and then of Customer This function will allow you to search for repair bags sorted by customers This function may be helpful if the customer does not have the repair bag number handy You can search for repair bags that are still open still at your store close that were already handed out or you can search for all repair bags of this customer By Job Bag Reference Number Select Repair Tools and then select by repair Reference Look up a Repair Bag Number x A window will pop up asking you for the repair reference Once you enter a valid number Please enter the Repair Reference you are looking for Of string press enter and the appropriate repair bag will be displayed By the Priority of Repairs Select Repair Tools and
119. l printer hooked up to your computer by clicking the Print Labels Dymo button or you can print the entire list of occasions by clicking the Print Occasions button which will print to a printer of your choosing Also of note if somebody has an item on their wishlist they appear dark green so you know they have something they might like to purchase Pa Ding amp mtemi Cn a ton ete er eee eset Customer Referrals See Top Customers Look and Find The Look and Find report is used in conjunction with the Look and Find features for your individual clients With the Look and Find Report you can choose the date range you re looking for or all dates available You can also click the drop down box for Who and Where to Find to specify a specific vendor or show Once you ve selected this criteria simply print the list and take it along with you to your show or vendor to look for the pieces that the client wanted to purchase 84 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition New Customers See Top Customers Ad Campaign Report The Ad Campaign report is used in conjunction with the turquoise Which Ad Campaign brought this customer into your store field that is available when using Add Customer Detailed or by editing a customer You can choose which date range to analyze and the list will be generated automatically This lists the ad campaign the number of new clients and the t
120. lay all customers that were referred to the store and which customers referred them You can display new customers to the store which will display all customers added within the date range selected This can be useful for mailing out a thanks for shopping at our store or something similar You can select display customers with Loyalty Dollars if you use a loyalty program so you can mail them and tell them how many loyalty dollars they have available to spend in your store Finally you can select to view Top Customers by Money Spent which will display the customers in your store sorted by money spent in order by money spent The default option includes money spent on repairs You can also narrow your search down by selecting certain article categories or a specific supplier By selecting these options you exclude repairs from the final totals You can also specify whether to list everybody in your database or just those on the mailing list by clicking the Exclude all not on the mailing list check box You can also exclude any sales below a certain dollar amount and limit your list to the first x amount of customers to keep the list you generate a reasonable size You can also choose to display the list as a chart miscelleneous IV only Customers that are in the mailing list only Customers that have marchandize in their wish list Once you have selected your criteria and your list has been generated you can export those data to a
121. lay how much the outstanding balance of this gift cad is Gift Card Number Money left on this Card Check for outstanding Gift Cards Select Gift Certificates and then outstanding gift certificates It will display a form detailing all outstanding gift certificates with an assigned card number It will show you the date issued the card number and the outstanding balance 89 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Setting up Customer Types and Groups Select Tools and then Setup Customer Types E e DiamondCounter allows you to define up to 15 different customer gi 9 e types Customer types can be used to filter out specific customer Ber ao s SE groups you wish to address in mailings You could for example define one group of customers that is interested in diamond jewellery and send out invitations to only a pa this group of customers Or send out an announcement to existing came come come clients that are in your city because of a certain convention that takes place every year Once a customer types has been assign for one field you should A never change this wording to another one since DiamondCounter pesos Catan Tyge 10 p o does not remember the actual wording but the number of the assign type Cualomer Type 3 Customs Type 8 abae Type 13 Setting up a Customer Loyalty Dollar Program Select Configuration Configure Software and then select th
122. lied they will BOTH be selected You can also find customers by how much money have have spent over a time period by click the Find Customer that bought certain amount within a time frame option When you select this option you can punch in a date range or click the convenient buttons that say Previous 30 days or last Year around this time to fill in the time After this you can select a monetary range between 1 and whatever you would like This will find customers who meet not only the criteria selected above but also the new monetary criteria Please keep in mind that with the Find Customer by Type and Find Customer that Bought a Certain Amount Within a Time Frame options you cannot select both of them It s only one or the other but not both On the far right side of the screen there 1s an option to put in letter text and a subject for Emails and letters This is a very basic text field so things like spell check are not present and you cannot use code like HTML or CSS in this field for emails For writing mailing letters this is probably just fine You can fill in your body text here 1f you like Now that we ve got everything ready we can continue with the four main options of this screen the buttons in the top right hand corner They are from left to right Print x Shipping Labels Export x Customers Print x Letters and Send x Emails where x is the number of customers the software has found that matches the cr
123. ll then be asked if you re sure you want to create a new follow up Click Yes Then you will be asked if you re sure you want to discard the previous old follow up Click Yes Then you can move on to the next follow up until they are all done 2 doses PEE Hil i f c l The All Follow ups option simply displays follow ups regardless of when they are due which is good in case you missed a day of performing them It is good to take the time to follow up with you customers as it will give them a sense that you really care about them and about their purchases It gives you an opportunity to make them feel welcome in your store and it gives you a launch point to sell more merchandise Export Customer List Print Labels P Export Customer Data InCo When you need to print mailing labels or a list of customers for an 0 o DA pr s Bera ali C paneeratie C sendomaia fs io advertising company or send out a mass email you can do all pecas ee pak these from the Export Customer List Print Labels screen There YEE S g a y stenosis patente nap ne Cute ol na esc Ar o are four different exporting options available on this screen You 2 7 at Sti mai ca can export your customer database into a CSV file Comma P cume Cynatte metet n separated opens in Microsoft Excel OpenOffice s Calc or another Let New meto he DP Podel Cote spreadsheet application with the criteria you sel
124. loaded a default appraisal for you with all known values Bam Lakita Appraisal e names and possibly descriptions You are now ready to edit any he pee fields you wish to change and import pictures from your computer ED r pet Use the little checkmarks to print out specific lines on the appraisal Maa me l sa or to leave them out DiamondCounter will only print those lines p where the checkmark is set If you are done doing your changes or i printing the appraisal you can leave this screen by returning to the customer or item QuickPick screen Kew Carat et Wagh a tes E Save this no ce When you are done don t forget to save the changes you have made by pressing Save this Appraisal ale fale fale Appraisal F Repl 100 B SA You can print out the appraisal at anytime by pressing Print this c i Adler Print this Appraisal 82 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Customer Relations Management CRM Tools 7 Select Tools then Customer CRM Tools The CRM or Customer Relations Management Tools are a set of powerful features that DiamondCounter offers to allow you to utilize your collected customer data more efficiently so you can better reach your customer base with offers see who buys what pieces view your top customers by money spent create mailing lists and much more The follow paragraphs will be a breakdown of
125. mber field such as ENG for an Sa eS engagement ring and then click the keyboard symbol beside the item number field This will ate Tray Brite assign the next available number that can be used for this item ENGO0001 ENGO002 AAA gt How do I enter a new Supplier into the Item Detail Screen or a new Goldsmith into the Job Bag The Supplier or Goldsmith is directly pulled out of your supplier database before you start using the system you should enter some of your suppliers and goldsmiths first under the Add New gt Supplier Vendor or Goldsmith menu from the main screen Please note that you have to define on this screen 1f this supplier will supply your store with merchandize so 1t becomes a supplier or with services so 1t becomes a goldsmith or repair person I don t seem to be able to add a new Item and some tool menus are grayed out DiamondCounter can be set up so that different users can work on the system with separate user authorities The software has no user logged on right now so it doesn t know if you are allowed to do certain functions or not In order to get those function enabled you need to log on under your user name or if DiamondCounter has still the default user name you can use the username USER and the password PASSWORD To log on you need to go to the main screen and click on the top menu USER LOGON How do I enter images and pictures into the DiamondCounter inventory Once you ha
126. n create new special order for you will be prompted to ERNAS enter a clerk name Enter your DiamondCounter Log in name Clerk QuickName and then select I want to create a new custom design or I want to create a new special order and order it from a supplier depending on 1 a what your customers needs are We are going to select I want to create a lil new special order and order it from a supplier and click continue want to create a new want to create a new custom Design Continue The create a new special order screen appears and you can fill out the O mta following information about your order the article category item description a aari and in the special order field you can enter specific details like the item A supplier supplier SKU number retail price cost and notes for the supplier ahate PU aawe Ske d he ossaa De ea Ls aon Road A Geta Pasto 94 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Once you have clicked on the create a special order button It will create the order and make the enterable fields yellow instead of white To edit the fields click on the edit special order button Please keep in mind that this Special Order is not yet an item in your inventory It is still considered a Special Order until it is received in your store and further steps are taken At this point you can print out an order for both the su
127. n directly into the shopping basket Otherwise DiamondCounter will only search for this item in your database and you will have to put this item in the shopping basket manually 16 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Printing the company logo DiamondCounter will print the company logo in the top middle of the receipt and your company information on the left You can however adjust DiamondCounter to leave out the address information and print your company logo on the left side of the receipt instead Checking for upcoming Events DiamondCounter is capable of checking for upcoming events automatically with each start of the software You can turn this feature however off 1f you only wish to check manually for upcoming events such as birthdays etc Additional Credit Cards You can define up to two more Credit Cards 1f you wish simply enter their names into these fields Auto SKU numbers DiamondCounter is bale to assign an automatic SKU number to your new inventory item This SKU number will be based on the article category For example if your article category is Engagement Ring DiamondCounter could automatically assign the SKU number ENG0010 to the item In this case the software would have used the first three letters of the article category and would have assign an automatic number after it Define Customer as Company DiamondCounter allows you to define customers as compa
128. n so please be patient with it Once the download of these data has completed the items that were found will display on the page 12 at a time You ll see an image of each piece if it is available that will get bigger when you move your mouse over it You ll also see the vendor SKU number below the picture a description of the item to the right side of the picture the cost of the item hidden by your store s cost code and the MSRP to the right of that in blue You can scroll through all the pages of inventory by clicking the forward and back buttons that are found at the top left hand side of the EasyStock window You can also jump to any page of inventory you d like by clicking the drop down box below those buttons and selecting the page you want to view E Ordering with Plexus EasyStock You ll notice some other options on the top right hand side of the screen such as the green and gold Shopping Cart picture and the button that says Display Entire e Order List These are for creating an e Order and sending it directly to the supplier to have filled This 1s still a feature that s being extensively tested and is not quite ready to launch yet so please keep that in mind To create an e Order you must first be logged onto the software and have proper permissions Once this has been accomplished simply select the EasyStock vendor you would like to place an order from and pull up their inventory Once you have done this to begin creating your
129. n be done by article Analyzes 1 Anshzes2 ere ee ee ee eee category or by price category It is a great tool that allows you to see what price and article categories are really selling and let you realize if you current inventory is matching the customer s demands For example DiamondCounter is displaying that 80 of your current sales are in the category of engagement rings and only 20 of all sales in bracelets Your current inventory is however 70 invested in bracelets and only 30 in engagement rings This function is not indented to make decisions for your how to invest in price or article categories but will help you to identify where your money is and what really sells DiamondCounter is able to supply you with information on how many items per category were sold what category had the highest sales amount and what the highest profit Analpre the Sales of the selected month deal 206 Analyze the Sales back to Date C Dupi the item wah the lastest banove C Dapley the bestseling Categoses anabyzs by Arcila Categories Displaying the oldest items in stock F Select the option Display the oldest Items in Stock Display sold Items that were no longer than days in stock 180 This function will allow you to retrieve a list of items that you didn t sell over a certain length of EEE 1 time It monitors items for you that are tying up investme
130. n box and select Watches The category of Gents Watch will now be associated with the category of Watches on Jewelbase thus keeping your online inventory neat and searchable for your potential clients on the internet while allowing you to maintain the categories you re used to using in DiamondCounter SAA Alternately if you find the list of categories we ve selected for Jewelbase Storefront to be Jewel Base Categories Departments win he lacking you can make a suggestion to us by typing what you would like to see in the list es eee in the Suggestion Box and clicking Continue Please keep in mind that these will not show up right away in the category list and must be approved by Incom before they are added If we find that they can be covered by another category we will not be adding them Name of the Category you we using 92 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Setting Up a Remote Store Connection Control Panel Go to your start menu and single click Find your control panel and then double click to enter into it Next look for an icon or tab called Administrative Tools Double click to enter into it Here is where you are going to configure your connector to your other store Click lid on the system DSN tab and then click add to add the new connector You will also configure it at the same time Tools ODBC Data Source Administra
131. n i j ha Discounts 7 do mot isus Lopallp Dolet 2 i E PA vie uc tem and the new retail total There is another way to discount Applying a single discount to the entire sale instead of each B gac Price or Gocedien individual item wgra Ratai 3900 00 Bought hor dom artes a rasva 510 00 Date of Sate 4 6 2005 M create a follow Rerinder Chek Name Giving a Discount to the Complete Transaction Define a Discount for the whole amount SalePrice ISO Discount o 0 Subtotal 1150 Y GST 80 5 M PST 92 TotalPrice 1322 5 Press this button to give a single discount to the retail total The discount window will now become enabled and you will be able to enter a discount value DiamondCounter will compute all the resulting retails and will calculate the total after you entered the discount It will also work out the discount in percent if you enter a given total price If you want to sell at a specific price including taxes DiamondCounter will allow that However when the receipt is printed the applicable taxes will be shown based on the total price you selected You may use the total retail price after tax to round the totals up or down to make totals even hundreds or thousands and DiamondCounter calculates the necessary math for you An important note about discounts s Tu ago mi Ti gt Please be advised that there are three different ways of giving discounts to your c
132. n select the menu make a clone of the item An identical copy of the existing item will be created You can copy or clone an item Cloning will copy one Unique Item and will make an identical copy of it This is time saving when entering several items with the same information Simply enter all the information about an item once and save the item Now once you have inserted the item click the Multiply Item option at the top of the DiamondCounter window then select Make a clone of this item The cloning screen will then open allowing you to select the criteria for your clone First you must select how many clones you ll be making Once you ve typed that in click Continue On the next screen we can input the Supplier Invoice number and the invoice date Once you ve completed this click Continue These are not necessary fields On this screen we can enter a new Item Cost True Cost Item Cost Landed a new Markup factor and a new Item Retail Once these values have been filled in you can click Continue On this final screen there are several cloning options By clicking on the first option you can use the auto SKU feature which will assign the piece a SKU number based on the next logical number available for that piece You can manually enter a new SKU number for the piece that you are cloning or you can use the same SKU number of the piece that you are cloning This last option is not rec
133. na Dreta da Lira Ml da ees ht A O AE ee er od ral pe Pe do cr ad Lira a a A dl Coss msi Pipa al Be ba Dr Se ce Y Pa dl Con Paba bp LEL ra be rr Le ID ce rr Y poc Viewing your Inventory Viewing your current inventory Once you ve cleared out all of the discrepancies or at least understand why the system thought they were discrepancies you can now synchronize your database Please use when doing this You must make sure that all of your discrepancies are cleared and taken care of or than you understand why they are wrong before continuing Once you re sure that your discrepancies are cleared away you may click the Synchronize Database button This will crawl through your inventory and set the quantities of every item in your store to zero After it does this it takes the quantities found in the inventory control file and updates them to what you scanned in so your actual inventory in DiamondCounter and your inventory control file match Any inventory that is not found by the system when the synchronization is run will be set to Sold so you must make sure that your discrepancy report has been taken care of Multiple runs may be required Synchronize Inventory Tools Fle Find Quack InCorm Cuntornet lien Part Labeb of Quiche Quid Pit Report tae List koverton Opas korse Oha bwertoy homs I D rechade cad Stock heres in Lint M eschude cetiold Rene Item Numba Fil
134. nd sales analyzes module is a very powerful tool e q that allows you to identify old and dead inventory fast selling Basra ou br Fe items and categories and will supply you with a report on what price and article categories are selling and how you invested in Es your inventory Please not that this module needs to be registered mt J separately Selecting a time frame of your sales ica When analyzing your sales you need to define a time frame This can be done by month or by the time back to a selectable date Analyze the Sales back to Date Displaying items with fastest turnover fossep03 E Select the option Display the Items with the fastest turnover F Display the Items with the fastest tumover A 2 s n C Display the bestselling Categories Displaying best selling article categories FF by Taly J by Sales Amount Retail paid Select the option Display the best selling Categories ic Sales Inventory Statistic IN yy roo Pice mo 76 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Analyzing and comparing your sales with your current inventory Select the option Sales Inventory Statistics Inventory and Sales Analyzes InCom aca Fi This feature will analyze your sales with your current inventory l TART lei and display you a graph on the percentages of your sales and tendran your current investments The report ca
135. needs to purchase a mount for it and have it assembled or vice versa or wants to purchase a completed piece but wants a custom stone provided by them installed on the piece This way these items are all in the same job bag eliminating the need for multiple job bags for the same item Using the Repair Pricing Guide RE Once you are creating the new repair sheet you can click on the little icon or the window on the bottom of the screen kdah He in order to open the repair pricing guide nnt ne A Repair Pricing Selector InCom hoi Select the appropriate repair category such as ring sizing find the sd aa right gold weight and enter the amount Repa Descuption Silver 10kt 14 kt 18 kt 001 01 E3mm Size smaller 80D Csao Csao Csao cso M 001 02 F3mm Size larger 1 csao cs200 2300 cs 600 M 001 03 F3mm additonal Size larger 1 490 Csgo css C i300 Csao Ml 001 04 mm 5mm Size smaller 1 Cgor00 cos200 C 220 coso Co M 01 05 imm Smm Sizelarger 1 42500 coso C3280 4000 Csao Mi fimm Smm add Size larger WA C 16 00 C 16 00 C 18 00 f 23 00 C 34 00 E 001 07 Emm Siresmaler 1 2900 cs css cesa Cso M 001 0 Emm Sizelarger 1 4300 4300 Cso Cso seo M 001 09 Ernm additonal Size larger 1 cg C1800 Ceo Cso Cso Mi wo A E 001 05 4 40 00 1 3mm Smm Size larger g 001 06 4 23 00 2 3mm 5mm add Size larger Back to the Repair Screen P You can now save this repair bag job and go bac
136. nformation on the Discounts we TT so V Print a duplicate Receipt ee ae P i 90 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition i Customer Details InCem Fie Find QuickPick User Logon O Customer pane tern Cuntorner Vew Wih Puschasng kanas t cease API ch Quack Pick orridokd iteme La Hastoy Notes Follow Up Detaled Customer Infomston Custorrar Adchest Phones and other Contacts Prore 1 Tiie Prare 2 Fast Name Phoe 3 Lait Nane Prove 4 Sheet 1 Fax Number Steel 2 E malAdbess 1 a a Ls e Gy Eva Ackbess 2 gt foomo Te g State Province rr DP Portal Code eee Other indormation E A You can also define whether or not you want to issue loyalty dollars to a specific customer provided that this feature has been Qx_ J enabled Bring up the customers detailed information and click edit ng customer Aufomatioaly gve X Discourt on each Sale for this Customer Personal Dates Wish List Customer Types Note Pad Properties Properties Click on properties tab and check the box depending if you would like loyalty dollars enable a Charge Account add this customer to the mailing list never issue Loyalty Dollars if enabled Automatically give Discount on each Sale for this Customer to be not to be issued Leave it unchecked if you would like the person to receive loyalty dollars 91
137. ni a ME Occason 2 Transachon Date Transaction Type Total You see all the retail information again and are ready to return this item You select a payout method and enter your store ID The reason for the return is optional and recommended but you do not need to enter this information if you do not wish to If your store does not refund money you can issue a store credit note by entering the appropriate amount in the Store Credit Note field Once done press Return Sale Instead of issuing a store credit note you can also refund the amount onto a gift card all you have to do is put the appropriate check in the gift card box and fill in the amount DiamondCounter will take care of the rest 66 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Using the Scrap Gold Calculator Click the Scales button on the far right hand side of the Customer OuickPick ds The Scrap Gold Calculator is used to accept trades of precious metals t3 Silver Gold Platinum for cash To correctly use the Scrap Gold Te G a Se AA Calculator you must first select a user from the Customer QuickPick ae cae i Once this customer has been selected simply click on the Scrap Gold Mea k Weight boat Weight lol eh dwi vakse j a 3 5 x Calculator button which opens the Scrap Gold Calculator A hl od __ D Ss ee poama Weil Weds it Wed ide Vals l l
138. nies in this case the software will offer you another filed for the company name and will display the customer as company instead of an individual person not recommended for retail use Create an automatic sales follow up reminder The software is capable to generate an automatic follow up reminder after a sale Define after how many days you want the follow up reminder to come up and the minimum sales amount to trigger this function Appraisal Templates If you are using pre printed appraisal forms check the appropriate check box Check automatically for upgrades DiamondCounter is able to check automatically for upgrades of the software on the Internet and will inform you if such upgrades are available If you wish that DiamondCounter checks for you automatically for those upgrades check this box 200 If starting up the software seems to be too slow or you are on a dial up Internet connection you should disable this esse feature Default City and Province State You also have the option to define different default values when adding a new customer If most of your customers reside in Burlington and their province is Ontario you can enter these into the appropriate boxes When adding a new customer the city and province will show the default you have set but you will also be able to override them if needed Receipt Disclaimers Repair Disclaimers and Repair Pickup Messages Use this configuration screen to enter your receipt disclaime
139. nnrnnnrnennnnnnnnnnnnnnnnrrrrrrrrrrnnnanas 83 AA A AA 83 Mailings Thank Yous amp OCCASIONS rat ana 84 OCCASIONS seh ba ied aot A tne a e eaoseetlnaueteaweedacezanauieelesees 84 CUSTOMER Release laca 84 LOOK ANA IO oia 84 6 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition New CUSTOM a oooO aca 85 Ad Campaign REDON anie ee o ed 85 Customer Follow up All Follow uUpS coooocnccconcccccnconncnnnncononononcnnnnononnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnnnns 85 EXPOR Customer List Prnt Labels it E A 85 Printing Labels in Microsoft Word From Extracted Data occccconnnncconnnccconnnconanonononnnnnnnncnnonnonononrnnonnnnnnonaninnnnanins 87 CHECKING FOR ON HOLDITEM Si a a ree eat ee sce k ecu crocs 88 PRINTING CUSTOM GENERIC JEWELLERY TICKET cccccssssssssssseeseneeeeeeeeeeeseeeeeeeeeesssssnseeeeeeeeseeeeeaooogaesenenees 88 GIFT CARDS ds o o er Seen Teer errr ee ear eee 89 ESTER AE AA A Pe ee earn ee err ee ee Sener 89 Check the outstanding balance on a Gift Card ooooocccnnnccncccnnnnnncnccononononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 89 Check for outstanding Git C ard Sara 89 SETTING UP CUSTOMER TYPES AND GROUPS seceeeeeeeeeeeeeeeeccccnnnnsenseeeeeeeeeeeeeoooocoonaassssseseeeeeseeensooooes 90 SETTING UP A CUSTOMER LOYALTY DOLLAR PROGRAM cononccccccoccccccnnnnnnnnananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnernnnrrnnnnnnnn
140. ns for if you are using a barcode scanner Understanding the different fields in Diamond Counter When you look at the detail screens of customers item etc you will notice that the text fields are of different colour throughout the program They have basically in general three meanings e GREEN you are required to enter some value in this field before you can proceed for example when entering a customer you must at least enter the last name of this customer bore you can add the customer to the database e WHITE these fields are optional and can be left empty if you wish for example you do not need to enter all the information of a customer such as street and phone numbers in order to add this customer to the database e YELLOW these fields are not ready to be edited or they are being filled from DiamondCounter itself You cannot edit yellow fields e RED Something is entered incorrectly in the field You must find out what has been entered incorrectly and fix it before moving on A word about QuickLinks customers or items when selected QuickLinks can usually be used by double clicking on a table such as customer lists in the QuickPick customer screen or by double clicking on QuickLink icons If a QuickLink icon is active the mouse pointer will change and display a different mouse icon once you are over a QuickLink icon These icons are used throughout DiamondCounter QuickLink makes it very easy to jump between screens and see
141. nts and could be better used in other Display the oldest Items in Stock categories that are older than days 365 with no Sales Activity of more than days 365 Displaying Good Sellers C Display a List of dead Items in Stock T based on an annual Select the option Display sold Items that were Interest Rate of f Turn amp Gross Margin Return on Investment GAMROI V based on avrg inventory of the year Retrieve a list of items that you put into stock within the last half year and sold within the last 2 weeks You can also alter these numbers to your likings and needs based on my current inventory Displaying dead items in stock open itin Excel C Print this Report Select the option Display a list of dead Items in Stock This function will inform you about items that are in stock and accumulate additional cost based on an annual interest rate You will get a report on how much the item is now actually worth in your inventory how much many you lost and what your profit in percent will be if you sold it now 27 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Explore and Analyze your Sales and Inventory Reports F Click Tools then Explore and Analyze your Sales and Inventory Reports This section of the software contains tools that help you manage your inventory They allow you to see item turnover good sellers current inventor
142. o If you are sure click 1 or 3 for no 3 Deleting Data e Use the down arrow to highlight Delete Data use the yellow left arrow button to select the option o You will be prompted with 3 Choices all data last record or cancel Use the up down arrows to highlight your option and then use the yellow left arrow button to select the option o Ifyou select all data you will be prompted asking if you are sure click 1 for yes or 2 for no o Ifyou select last record you will be prompted asking if you are sure click 1 for yes or 2 for no 101 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition 4 Reading Test e Use the down arrow to highlight Reading Test use the yellow left arrow button to select the option o It will then begin the reading test 5 Set Date and Time e Use the down arrow to highlight Set Date and Time use the yellow left arrow button to select the option o Use the Keypad to type in the date and the time 6 Download Program e Use the down arrow to highlight Download Program use the yellow left arrow button to select the option o It will then search for a new program to download via the serial connection 7 Memory and Battery e Use the down arrow to highlight Memory and Battery use the yellow left arrow button to select the option o It will list your free ram and the battery voltage Notes 102 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edit
143. o enter the amount of this metal in percent and let y f 0 DiamondCounter know how many percent of each metal was put into this piece The sum of all percentages you entered must add up to 100 Update Changes Edit Metal If you are done press Update Changes to save your work or press Cancel to exit without saving Cancel Based on your information and the net weight of this item DiamondCounter has calculated the cost of the precious metal being used for you You should see this cost in this field o Se Entering Diamonds and Gems being used Please click on the Diamonds and Gems tab to define all stones that were used for this item Diamonds amp Gems L Advanced item Definitions Yous Company Name gt Back to the hem Screen You should now see this screen displaying a list of all stones in this item You can click on the list on one stone and view the detailed information on the right Right underneath the list the information about individual stone weights and costs as well as their values are displayed Advanced Item Definitions Precious Metals Diamonds amp Gens Labour amp Miscelerecus Diamonds E Gemes ASA Store Shape Oe Colour Hue es eee Store Count Canty Measurements r To add a new stone or to edit an existing Coral Price per Carat Value of this Store Value of all Stones m e eee ee Add Stone to please click one of these two button
144. o lem ltem Humber Filter that were D Memo Spec Order Items sold D exclude Quickltems e Totals of all items that were sold grouped by article categories all Items that were sold all ltem Categories that were sold e _ List of all items of a certain selectable article category that were sold e e Totals of all items that were sold grouped by suppliers Pere el e _ List of all items of a certain selectable supplier that were sold atie pooo e Totals of all items that were sold grouped by customer find your top a oe E uier A customers 7 all ltems sold grouped by Customers e Totals of all items that were sold grouped by employee iawn E all ltems sold grouped by Employee e _ List of all items of a certain selectable employee that were sold ss cil iene thet were sal bu this Empleo e List ofall repairs E Select Tools and then My Sales Month by month agg This feature allows you to make an analysis of your sales for the past year and then breaks 1t down month by month You have the option of selecting by tally profit or cost and you can group them by sku number supplier sku number and article category or by supplier You can further narrow down your search by naming a specific a My Sales monthly InCom auros wos aucis o i article sub article and a supplier It is a powerful tool that is able to doce di 7 i
145. o sell the item After clicking this button the actual shopping basket will pop up The field to the right of the item description will display the cost code of this item You may change the cost code in DiamondCounter configuration setup If the item is defined as a Multi Item you will be able to see how many items of this kind are still on hand or in stock on the far right A Unique Item or Single Item will display the status if sold or not instead 25 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Selecting a Supplier The Supplier QuickPick Screen Select the Find QuickPick menu and then Supplier Vendor or Goldsmith Supplier Selection Selecting by Keyword When you start entering a search word into the Search rT Search for ES for field DiamondCounter will look for this information in the supplier y search for Merchandize search for Services database You may search for a supplier name supplier city and contact person Suppliers only Suppliers only or phone number The more information you enter the more accurate and quicker DiamondCounter will find the targeted supplier In the end you should either have the supplier you were looking for or at least a very small selection of suppliers to chose from Using the Supplier Function There are two checkboxes which you have the option of using to tell DiamondCounter the supplier search criteria it should look for Searc
146. of white To edit the fields click on the edit special order Please keep in mind that this Special Order is not yet an item in your inventory It is still considered a Special Order until it is received in your store and further steps are taken At this point you can print out an order for both the supplier and the customer if you wish via the print buttons at the top of the screen labeled Print Order for Supplier and Print Info for Customer You can also accept a deposit for this item by clicking the Make a Deposit button and following the steps required to set up the deposit This is similar to setting up an item bound lay away 53 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition You can also view existing or closed special orders by selecting the appropriate radio button option and using Find order drop down menu Status Properties Financial Infomation When the order status changes for example it comes back from the goldsmith you can update the status anytime by using the set this special order to this new status drop down menu It will prompt you for a response E eae You must set a special order status to continue The system will not allow ee you to continue until you do as continuing without setting a special order set this special Order to this new Status status will cause the special order to become lost current Status of this custom Design special Orde
147. om of the screen you will see the selected customer specific icons will inform you about the customer s account such as charge account and lay away account and other customer properties Se Customer has Charge Account enabled Lay Away o 600 00 Customer has credit in Lay Away or Credit Note Account 230 Customer has Loyalty Dollars Available Customer has Notes available for viewing in the Notes section Selecting a Part The Part QuickPick Screen Select the Find QuickPick menu and then Item Selecting by Keyword When you start entering a search word into the Search ES 02 ny for field DiamondCounter will start to look for the item in the part database You p search for Parts that are may search for a part by name or brief or partial description The more assembled lo anltemont information you enter the quicker and more accurate DiamondCounter will find the parts In the end you should either have the part you were looking for or at least a very small selection of parts to choose from JV search for loose Parts only Using the Part Status There are two checkboxes which you have the option of using to tell DiamondCounter the search criteria it should look for Search for loose Parts only will find individual parts that are not associated assembled with another item Search for Parts that are assembled to an Item only will search for parts which are assembled into another item So 1f you look for an
148. ommended as it can cause problems when performing a year end inventory which is why we require you to check off the box labeled in red that states I am aware of the risks when using the same SKU before you can use this feature At this time you can also check off if you would like a dumbbell tag printed for each of the cloned items and also if you would like one printed for the item that is being cloned as well This feature will only work if you are cloning on the computer that has the dumbbell printer attached to it Once you ve chosen the options you want you can click the appropriate button to begin the cloning process This process may take some time to run The system may appear to be frozen during this time and the screen may even go blank This is normal Once the process finishes the tags will print and you ll be able to put the new merchandise into the store showcases Simple To upgrade the quantity of an existing multi item and to create a multi item out of a unique item select the Multiply Item menu on the item detail screen and then select Multiply Item A new screen will pop up where you can enter the amount of item you want to add to the inventory as well as the new cost of these items as well as invoice dates and invoice numbers The valid cost for all the existing items in the database can be based on the old cost of items existing in the database or on the new cost of the items added to the database or an averag
149. on A warning will come up informing you that this item will be deleted and ask you to confirm Only Unique Items can be deleted Het Delete Item Pa An Item cannot be deleted if it has been purchased or it has parts associated with it ni sa sin male ne Viewing an Item s Sale and Return History F Click the tem History drop down menu from the Item Properties screen You can view the history of an item how many times 1t has been sold and returned as well as to whom by double clicking on the item and selecting Item History from the drop down menus at the top of the screen This history includes the first and last names of any customers who have purchased and returned the items as well as the date it was sold and returned the amount it was sold for and the receipt number it was sold on as well as returned on Plexus EasyStock F Click the Browse PLEXUS button on the Customer or Item QuickPick screens DiamondCounter s Plexus EasyStock feature is a new patent pending feature that allows you to view inventory of various suppliers add inventory from various suppliers order new inventory directly from vendors who are on board with our EasyStock system and more It makes entering new inventory into DiamondCounter easy and painless There are several spots where Plexus can make your job easier When adding new inventory in single pieces when adding inventory by vendor style number and when adding inventory by invoice The Plexus 41
150. once a day to see if we ve added anything that you might be interested in or to see if we fixed something that you have been having a problem with To access the blog simply open the software and then on either the Customer QuickPick or Item QuickPick screens click the little News button on the top right hand side of the software This will open the DiamondCounter Blog screen which you can then scroll through and see the latest updates Newer updates appear near the bottom of the window and you will probably have to scroll down to see them We also post links in the blog sometimes to new training videos voluntary surveys and interesting news articles that would appeal to jewelers When a link is posted simply double click on the blue text and a browser window will be opened to display the link Also note that you need an active internet connection to view the Blog Commonly used Functions and Terminology There are some functions that are commonly used throughout DiamondCounter that deserve some attention and special explanation Please read through them to understand DiamondCounter software better Seerch tor 10 Limit to 251 Oow Field B j Ma aE El Prd Queipo Raper kage Sanet Speal Ordr GROmifcate Welet Bin Look Vew Ueeriagon bee There are basically two main screens the Customer QuickPick e e J de 0298 Screen and the Item QuickPick screen You will use these two RuichPick Dierrords View Basket
151. onnnnonononnnnonannnnnnnnnnononnnnonannnennnnnnenanannss 76 Analyzing and comparing your sales with your current inventory cccceeecceeeeeeeceeeeeeeeeeeeseeeeeseaeeeeeaeeeesseeeesaeeeeeas 77 Displaying the oldest items A che teach a tea tee cet tease aac cela ened a eaecuea teats doe eer eee tl ndeases TL Displaying Good Sellers alan teo dsd dotes 77 Displaying dead tems IN SLOG Kees oes ata ana 17 EXPLORE AND ANALYZE YOUR SALES AND INVENTORY REPORTS coocccooncccccconcccnnnconnccnnnnnnnnanannnennnnanaaaanennnnnnas 78 NvesimentGUIdS aia 78 SA A A A dae 79 Inventory Aging and Good Seller Rei A a ds 80 PRINTING YOUR OWN CATALOGUE ccoumestrisin laa 81 A A 81 APPRAISALS a A a a aaa Aaaa ccxeddectestadeedecesddssdasiecy deusddeslaviadaedausacea ieee 81 Searching for an existing Appraisal by Customer Name cccccccssseseeceeeeeeeaeeeeecceeeeesaeeeeeeeeeeesseeeeeeeeeeesssaaeeeeeeess 82 Searching for an existing Appraisal by Item NuMDer ooccccncccncccnncconnccconcnoncconnnononononononononononnnnnnnnnnnnnnnnnnnnnnnononannnnnons 82 Creating a new Appraisal for a Customer Name ccccccccssessecccceeeceeeeeeeeceeeeeaeeeecceeeesseeeeeeeeeeesssaeaeeeeeeeeessaaeeeeeeees 82 Creating a new Appraisal for an existing lteM ccoccocnncnncccconnnncncnnnnoncnnnnncnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnss 82 Wating Aa MEW ADOS Al oe 82 CUSTOMER RELATIONS MANAGEMENT CRM TOOLS eoonnnnccnonnnnncccononcccnnnnnnnnonnnnnnnnc
152. ons after that are for exporting lists of Anniversaries Birthdays for Wife and Birthdays for Husband these are all pulled from the software automatically and there is no user intervention required Below those three options there is an Upload to Server advanced option and at the very bottom there is a spot for a username and password These options are used for uploading to Marketing Momentum s servers Incom works along with Marketing Momentum to provide them with your customer lists and they in turn print and mail high colour glossy personalized postcard There is a fee involved for this type of mailing and you can contact us at Incom if you would like to know more Occasions The Occasions screen lets you view upcoming occasions for marketing purposes DiamondCounter will list all upcoming occasions within the next 30 days by default and you can also select the month in which you want to view occasions for The date options are in the bottom left hand corner Also in the bottom left hand corner are options for what to show You can show all upcoming occasions that are still due or active you can show every occasion including ones that were acknowledged and you can show only ones that have been acknowledged To mark an occasion as acknowledged you simply have to click on the client once and then click the Acknowledge Do not show me this Occasion again button You can also print a tay Met mailing label if you have a Dymo labe
153. otal dollar value the ad campaign brought in in terms of store revenue This will help you decide if a specific ad campaign was worth repeating or should be abandoned due to low return on investment Customer Follow up All Follow ups Customer Follow up InCom When you create a sale you can also flag that customer with a IK 0 i follow up reminder and a date at which you should follow up cn E default is two weeks Using the Customer Follow up report in gt fean m CRM tools you can see which customers you should follow up se A e with On this screen the left hand side displays their customer TEE mes information name address phone number the middle is the CTI A current follow up reminder and on the far right side there is a Sheet 2 space to create a new reminder If you get a hold of the person and manage to follow up with them successfully you would simply click the Dismiss this Follow Up button If you don t manage to get a hold of the person or they ask you to call back at a more convenient time simply click the Create a new Follow Up button Enter the new follow up date enter a follow up topic this is a required field and you can also add some notes about the previous call like what the person said about the item or when you called Haba Beth them originally or a new call time for them Once you ve entered this new information you can save the new follow up by clicking the Save button You wi
154. ou can launch your email program and send email or view a suppliers a web page by clicking on the letter or world icons respectively This allows you to send email or ald view his her web page directly from supplier quick pick page Editing a Supplier Select a Supplier from Find QuickPick Supplier Vendor Goldsmith sas Once you are in the supplier detail screen click the Edit Supplier button and all the fields will be Ps enabled for editing Do the changes needed and click Update Changes to save them or press sd s Cancel and all changes will be disregarded and the old values will be retained Edit Supplier Merge a Supplier Select Tools then Maintenance then Fix Supplier List Once this screen is open select the first supplier you want to change then select the supplier you d like left after the two suppliers have been merged Once these have been selected simply click Change and the supplier will change Nothing will change in regards to inventory that has already been entered Return Item s to Supplier e Return Item s to Supplier Returning an Item to a Supplier Click the Item QuickPick button and select the Item from your list ia A Reference PO item Information Incom Technical Solutions Inc Select the Find QuickPick load or make Appraisal Print Item Details Multiply Item Return Item User LogOn item that you wish to User Name E E AA ral return to pron
155. out more to the right and use a smaller number if the printing needs to go more to the left If you don t have a tag printer select disabled If the printer 1s connected to another computer on the Network you can use this printer as a network printer and print your labels from every other computer You must click the Label Printer is connected to another computer running DiamondCounter checkbox at which point DiamondCounter will be able to hunt for the printer and print tags 18 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition The actual dumbbell that will be printed from you inventory will consist of two sides One side contains the barcode of the item the other contains information about the item You can customize the information side to your liking There are four basic lines DiamondCounter can use to print information They all can be customized by you for every item or can print default values DiamondCounter has defaults to print Line 1 Default The Item Number of your store OR customize your own text for this line Line 2 Default The retail price of this item OR customize your own text for this line Line 3 Default The cost code of this item OR customize your own text for this line Line 4 No Default available for additional customized information You can also use the left side of the tag for a little barcode that will be printed on the iv print ltem Number and Retail
156. pplier and the customer if you wish via the print buttons at the top of the screen labeled Print Order for Supplier and Print Info for Customer You can also accept a deposit for this item by clicking the Make a Deposit button and following the steps required to set up the Deposit This is Similar to setting up an item bound lay away You can also view existing or closed special orders by selecting the appropriate radio button option and using Find order drop down menu When the order status changes for example it comes back from the Status Popetes Financial Infomation goldsmith you can update the status anytime by using the set this special order to this new status drop down menu It will prompt you for a response You must set a special order status to continue The system will not allow are you to continue until you do as continuing without setting a special order anor status will cause the special order to become lost set this special Onder to this new Status 6 When you get the item back from your supplier and it is ready for pick up by the client you must turn the special curent Status of this custom Design special Order estimated Date ready order into a regular inventory item and add it to your store s inventory To accomplish this simply select the special order by choosing the customer and clicking on the Special Order menu and search by order number 1f Create ltem you know it or by the c
157. py field The reason for this is privacy If we leave all the addresses in the To field then everybody on your list is going to see everybody s email address and we don t want that at all So be sure to copy all those email addresses into the Blind Carbon Copy or BCC field to make sure this doesn t happen Each software does this a little differently so you may have to check your help files to make sure on how to perform this action properly Once this has been done if you had previously typed your email into the Letter Text field of DiamondCounter that is now appears as the Body of the email If you didn t type into this Letter Text field because you wanted to make special changes to the fonts or colours you can now type your email and format 1t how you want it Be sure to highlight the entire email and then right click with the mouse and click Copy so you don t have to re write the entire email again for the next batch Once you ve moved the email addresses from the To field to the Bcc field have added your subject line and added your text you can click the Send button on your email program to send the emails out Once they have been sent out you ll drop back to DiamondCounter where you ll see a prompt that says Click OK if you have successfully sent this email block and the email client has been closed Click OK and DiamondCounter will move onto the next block of 25 emails Simply repeat the process above until every email bloc
158. r E 6 repair disclaimer repair pick up default email message appraisal i note on hold printout lay away sheet note and special order man disclaimer 17 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Configuring the Taxes Select Configuration and then Configure Software and then select the Taxes Tab Teves Rate eae DiamondCounter allows you to define your own tax rates You may name up to two Q into the Tax Name Field T different tax names for example one provincial tax and one federal tax Give each tax the E E appropriate name in the text field and enter the valid tax rate for each Once you are done E m press Update or press Cancel to select all the changes you have made to the tax Prov Tax Name Provincial Tax Cancel fi el ds PST 8 0 Configuring the Hardware Select Configuration and then Configure Software and then select the Hardware Setup Tab Administrator Setup Feel Good Inc ES Use this window to configure the hardware that is supported by Daioh QuickPick lt DiamondCounter Advanced Setup Hardware Setup Tases Options Hardware Setup Scanner Setup Dubbed Porter Setup Cath Diewer Sep Bas Code Scanner COM Port Printer COM Port ot Printer Computer Cash Diswer COM Port Disable 3 Disable Y Uc gn the Cash ramet th very Daama 4200 y Transaction not wth Cash Thansackons on Label Part Optone tp rae hoe ly
159. r estimated Date ready When you get the item back from your supplier and it is ready for pick up by the client you must turn the special o order into a regular inventory item and add 1t to your store s inventory To accomplish this simply select the special order by choosing the customer and clicking on the Special Order menu and search by order number if you know it or by the customer s open special orders Select the Special Order that s ready for pick up and click Create Item of This Order This closes the Special Order out and creates an item in your database of it Until this is done this Special Order is not an inventory item Please use caution with this procedure Once you put the item into inventory you no longer edit the Special Order screen but you can edit the item the same way you can edit other items that are already in your inventory Clicking the Create Item of this Order button closes the special order and makes it ready for sale It will give the item a SKU number of S_ORDERx where x is the original special order number The system also places this new item on hold automatically for the customer it was created for and takes any deposit that has been placed on the item and changes it to an item bound lay away payment Create Item of this Order Special Ordering an Item From a Supplier Select Special Order and then select create new special order for Create a new special Order InCom When you click o
160. r use of all of these functions you have to make sure you set your search options for the data correctly in the Exporting Exporting Fields section on the left hand side If you re just exporting phone numbers to a CSV file you re probably not going to want to extract addresses and ZIP codes Alternately if you re looking to export only names and addresses you won t need to include an email address or a phone number Choosing the correct data to get the job done is essential and you should be sure to flag the right data for extraction before you continue On the left hand side are the fields for those data that will be extracted If you don t want something to be extracted simply un check the appropriate option For example if you want first name and last name but not street 1 to show up on the spreadsheet make sure the options for first and last name are checked but make sure the option for street 1 is unchecked The options you select in the Exporting Fields section are important not only when exporting customers but also when printing address labels printing letters and also sending emails but each one will require different settings Once you have confirmed which fields you will be exporting you can move to the right to the Address Details These are options that must be specified or they will not get kicked out For instance 1f you check off first name but not last name only options with JUST first name specified will be added to the expor
161. r what items it should look for Search for in Stock items only will find items that are only in stock while Search out Stock item only will search for items that have already been sold So if you look for an item that is still in stock and DiamondCounter cannot find it simply check which option in the pulldown menu has been selected You can also search for a specific retail price if you enter the sign and then the amount you are looking for DiamondCounter will find all items with a retail price of 5 00 of the price you entered DiamondCounter is also able to search for a SKU or Item number your supplier is using simply enter a sign and then the item number you are looking for Clear Field You may clear the search field simply by clicking on this icon 065 18 White Gold European Cut Diamond Demi Eternit Directly underneath the search field a 070 Estate Diamonds ee ean 2 50 carats mata ond cf matcning DUA 3 8500 00 n Stock will display the item you have selected dias adrian To display the details of this item simply double click on the table of the item you want to view or use the QuickLink icon This window gives you a quick overview of the selected item To see i gt Q more details of this item double click ut the item 010 on z i he sropengbaskei lyramappamet Catemetswantit Ciemeacuecas ON the item in the list You may use the button Put the Item into the Shopping Basket t
162. related information If you for example are viewing the item detail screen you might see a customer QuickLink icon By using this QuickLink you would see customer related information on this item such as who bought it or who it is on hold for You might also see the QuickLink icon for a part If you follow this link DiamondCounter would display part related information of this item such as what parts are associated with it E QuickLinks are used throughout DiamondCounter to interconnect all the databases with each other and give details of En QuickLink will display the details of the associated Customer e QuickLink will display the details of the associated Item QuickLink will display the details of the associated Supplier O QuickLink will display the details of the associated Part QuickLink will display the details of the associated Loose Stone QuickLink will display the details of the associated Repair Bag QuickLink will display the details of the associated Receipt 11 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Diamond Counter Blog The DiamondCounter Blog is your news resource for DiamondCounter The DiamondCounter Blog is updated whenever we release a new major version of the software that you should download release a fix for an issue add new and exciting features and also ask for support from the users of DiamondCounter It is important that you check the blog at least
163. rice and the price paid Groupings chow ungsouped group by Employee and chow Totals C group by Custorees and show Totals Commission You can view at any time your employee s sales figures for a particular time period or by month This can help you keep track of an employee s performance It will show a percentage breakdown per sale of how a A na much commission the staff member received and gives you a dollar a See wees amount figure to base your commission on It will also give a description of what your employees have sold You can also print out a report list 74 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Keeping your Books Add new Transaction Add this Transaction Edit Transaction Hat Delete Transaction Select by Time Frame Select Tools and then my Books DiamondCounter offers a very simply and easy way to keep track of your payables This function is not intended to replace other accounting software package but rather to give you the option to monitor your money flow in a simple way gt 8 gt Aa ost Pst Net 0 00 000 0 00 0 00 To add a new transaction click this button and all fields will be enabled and ready for entering new data You will be asked for the method of your payment such as cash cheque etc payment reference such as cheque number the merchant you paid the money to the invoice date the cate
164. rint this Receipt lV Print a duplicate Receipt Print Information on the Discounts m do not issue Loyalty Dollars ASE Travel Cheque lv The Make a lay away payment screen details the item method of payment the clerk s retail name and the date of payment received You must enter the clerks name and the method of payment in order for you to proceed and make a payment towards that item Once you make a bound payment towards an item it cannot be used against any other merchandise M Loyalty 33 l Gift Cert E 000 M gen LayAway 5 ETA y 000 You can see here all purchasing information Clerk Name a 99 When the customer is ready to purchase the item add the item to their shopping basket and the bound payment credit will be listed under receipt information You can t change the amount and it will be automatically checked You can now finalize the sale and the bound lay away payment will be subtracted from their total 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition How to cancel a Bound Layaway Payment DiamondCounter Elle Fird QukiPick find Repar Bags Shopping Basket Special Order Of Certificates Wehlet Addnew Took Yew User iog n _ Helm l a 02 g ltem Sesech due open Repare Upgrade seek Demos New Basket fica lez Caeser 2251 9 2262 Customer Selecion aes a Add Contorver Itaded Ducha Customer su
165. ropriate printer for receipt and repair and save you changes If no specific printer has been defines DiamondCounter will use the default printer of you computer for the print job The QuickPick Screens Customer Huck Fick Click the button Customer QuickPick or Item QuickPick button ltem QuickPick The QuickPick screens can be considered as your starting point from where all the other screens and functions can be started Here is a short explanation of functions you will find on these screens Available buttons Brings you to the QuickPick Customer screen where you can select a customer Customer QuickPick EN This button allows you to add a customer and his her basic information on the fly A QuickAdd Customer 19 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition O tem QuickPick Brings you to the QuickPick Item screen where you can select an item Enables you to Search for a specific Diamond Shows you the current contents of the Shopping Basket View Basket Customer Purchasing History Displays the Purchasing History of the selected customer e Displays the Layaway Payments the selected customer has made to date and allows you to make a new Layaway Layaway payment payments fon This button will only pop up whenever outstanding Repairs are due not returned from goldsmith yet within the Repairs due ext three days Clicking this
166. rride this selection the checkbox here is to set the default Paper Sizes DiamondCounter supports different sizes of paper standard 8 5 x 11 inches and half sheets 8 5 x 5 5 If you want to use the half sheets please select the checkbox Landscape Check this box if you insert the half sheets as landscape into your printer and you do not use the paper size slider on your printer Turn the print out Check if the print comes out of the printer correctly If 1t seems to be cut off half way through the paper please check this box Hessler receipt Check this box if you are using Hessler receipts These receipts come on an 8 5 x 11 sheet perforated in the middle with one receipt on each side You can also change the left side offset and right side print offset if the printout seems off centre Duplicate Receipt You can configure DiamondCounter to print out duplicate receipts as a default However once you are selling an item you will still be able to change this setting Third Receipt DiamondCounter is able to print out an additional third receipt if you set the configuration to do so Middle align Check this box if you are inserting half sheets into your printer portrait and your printer is middle aligning the sheets 9one slider on each side instead of only one Receipt Disclaimer You may also add a disclaimer that will be printed on the bottom of each receipt You can also use this text line for other information yo
167. s Setup InterStore Configuration Click save and you completed the configuration of the connector to the other store To view the other stores inventory click on view and then remote store ools User LogOn Configuration open Ce Inventory Overview Remote Store InterStore Remote Inventory view ltem QuickPick Customer QuickPick Search for the following price Range available at 14kt white gold channel set pendant 71ct tw Hanging from a 14kt 975 00 thomas fine jewelery white gold chain i If that piece is available at the other store you can chose to transfer it In order to transfer it you must have the privilege specified in your employee configuration profile Transferring from one store to another Select Tools and then Ex Import Inventory to Remote Store E Follow Ups all on Hold Items Customer Tracking Care Print Labels export Customer Database print Letters and E Mails print a custom generic Jewellery Label Ticket Create a now List of teme to be exported to another Store Put on List existing Export Liste d Ex Import Inventory to Remote Store Addthis Quickitem Setup P lt A L 1 Li Customet Setup Repair Pricing Guide iot enieting Import Liste a ar tit AAA aae To transfer one piece or multiple pieces from store to store you must enter in your user name and password first and then click the create a ES Sas
168. s a jpeg file If no file name has been specified DiamondCounter will look automatically if it finds a picture on your computer under the item SKU number name For example the item SKU number is ABCOO1 If you store the appropriate picture on your computer and call it ABC001 jpg DiamondCounter will find this picture automatically and will display 1t You are not required to specify the name for this item in this case Capture Load 2002 2010 Za These two buttons will appear throughout the program allowing you to capture or load a picture into the system To capture a picture via a real time camera click on the capture button To load a picture just click on the load button and find the picture on your computer and click open It s that easy 34 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Supplier Information Supplier Let s you tie a supplier to an item The supplier must be already defined as one of your suppliers in the database or you will m Supplier Information 3 Supplier Suppl Item Number have to enter them as a new supplier pe o ooo oao ETT ez Supplier Item Number The Item Number the supplier is using 25 04 2002 y oday Supplier Invoice The invoice number of the item once received Invoice Date The date of the invoice once received Click this icon when entering a new item It will automatically load all values like invoice number etc from the item
169. s and Weight Coratart Weight of thie Stone Weight of al Stones Total Carat x this Group Edit Stone the screen is ready for editing Carat Price per Carat es lt sou ON Weight Constant Weight of this Stone the weight of this xfo2 SO je fo Specific stone and the appropriate price per carat DiamondCounter will now calculate the actual value of this stone and the weight in gram of this stone based on the weight constant you specified Update Changes tp Value of this Stone amp If you are done press Update Changes to save your work or press Cancel to exit without saving Cancel 38 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Entering Labour being used pu abou Miscelenesus Please click on the Labour amp Miscellaneous tab Neccescccssscccssscccesscessssssessscesssssenssscesssscsseees Back to the hem Screen You should noiw see this screen where you can define all labour that was put into this items such as polishing setting etc Advanced Item Definitions zaz ea 7 wualabos To start entering labour press the button Edit z Labour Labour 2 Price EA Labour 3 Price Total Price Labour Edit Labour D If you are done press Update Changes to save your work or press Cancel to exit Lansel without saving Update Changes After you defined the precious metals
170. s multi item will be liem Anou Stahares Report you can sort each column by choking on the header of the appopiste held Ig 39 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Checking for multi items with zero quantity Select the Tools Menu and select Multi Items Show Multi Items with zero Ouantity em Amour Into rount Statuses Fie ir ch Pick Quack Pick liem Amours States Report you can zat asch column by choking on the header of the appopiste Q la DiamondCounter will supply you with a list of multi items that m g P have a zero quantity and may be due for re ordering show hems hal ae under Pa ker Lied have a Zero Quantity Bret Report E F z Parent Child Relations Creating Parent Child Relations Double click on an item on the Item QuickPick and select Create as Parent D A 3 create as parent create as child remove from table list curent table 2 PEE ES T c Ey in a 3 O m1 O 3 i Er ta Chea If you have multiple pieces in your inventory that can or should be sold together you can make sure that they are added to the final sale automatically by using the Parent Child Relations options The Parent Child Relations makes it easy for you to make sure you have every piece of a particular set added at the time of sale without having to go back and forth be
171. s to set up your merge document Choose setup button to finish setting up your document Click OK The Mail Merge Helper box now appears with three 3 steps Beside step one there is a Setup button Click this button and you re presented with the label setup options For printer type make sure laser and ink jet is selected For label type enter the brand of label and then select the product number of that brand in the box on the bottom left corner Once you have completed these steps click OK 87 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Now click the Insert Merge field button and select fields F3 F4 F5 F7 FS and F9 Set them up in the following configuration lt lt F3 gt gt lt lt F4 gt gt lt lt F5 gt gt lt lt F7 gt gt lt lt F8 gt gt lt lt F9 gt gt This will display as follows on the label lt first name gt lt last name gt lt street address gt lt city gt lt state prov gt lt zip postal code gt Once you have this configured click OK Now we can skip past Option 2 and move to Option 3 Click the Merge button It will now ask you a few simple questions You re going to merge to a new document and make sure the option to Print blank lines when data fields are empty option is selected Once these options are selected click the Merge button Your data are now taken from your original file that you generated wi
172. selected a piece of jewellery and wishes to make a payment directly to the purchase of an item they may do so 1 97 SOL Rings 285 00 14K sol d a nng STtw PRA 5 200 00 in Stock ai Create a Cue Card Customer Titie Customer First Name Customer Last Name Customer Street Name 1 Customer Street Name 2 Customer City Customer ZIP Customer Province After you have selected the customer go to the item selection screen and choose the item that the person would like to purchase Once the item has been selected click the button labeled Hold for this Customer and create Lay Away Payment for it When you select this option it creates a payment bound to that item Put ltem 0002 on Hold for this Customer and create Lay way Payment hor it Make a Lay Away Payment Item Detads Item Number SKU futicie Categoty e AS F a of b gt Z S ltem Price Promo Price Tax 9 x e Ea pr zx El 2 a Fe 3 ue z i Receipt Information SalePrice Subtotal Tax TotalPrice va Cash Debi Visa Desk QueckName Date of Payment received 4 3 2006 Mastercard American Express Discover Traveller Checks Cheque Trade in Gift Cara Gih Card Number r 480 00 lv Cash Cheque l Debit 480 00 Visa 37 43 Master Card Amer Express Discover Receipt and advanced Sales Options Tax exempt V P
173. sket Eds Gift Certificates WishList Add mew Tools View UserLogOn Configuration Help O Item QuickPick Search Diamonds List all open special Orders a Genesio List amp Print all by Status create new special Order for Joey 444 Customer X view special Orders of Joey 444 Customer Custo view a special Order by Reference Purche List all open Custom Design Orders xX Create a new Repair Bag for Joey 444 Customer due open Repairs for this Customer A customer might enter your store and request a custom designed piece or they might want you to order a piece from a catalogue available from one of your suppliers In this case you will have to place a special order To place a special order you must first select the customer the special order is going to be created for then you must select the Special Order menu From here you can do the following List all open special orders List and print the orders by status Create a new special order for a selected customer View a special order for a selected customer Enter in a reference number and view the special order List all open custom design orders Select Special Order then select create new special order for want to create a new special Order and order it want to create a new from a Supplier custom Desian o t p 8 Es s y a 3 E 5 beropan Category a Qaert y Colina Adti jeer MA Curi
174. sumes now that two customers with this name are present each with its own lay away and store credit notes Returning an Item Get the Receipt of the Item that needs to be returned This function allows the return of items into inventory and to reverse the transaction If an item is returned that was previously known in the database DiamondCounter will return this item into stock If a QuickItem is returned that as not known in the database the database will simply ignore the information but will still reverse the transaction If you have the receipt number select receipt from the Find QuickPick drop down menu and enter the receipt number The following screen will appear listing all of the items that are an the receipt 2 Oo ze A ond thi Charge Papmert Part Gupicate Rehan the selected ene Transaction Methoct Reon User LogOn SKU e Se a Articie Descriptio Description Paid each cie p Once you found the item you wish to return mark it for return by placing a number in the green box that corresponds to the number of items being returned Typically for Unique Items this would be a 1 but for multi items it would be the number of multi items being returned In other words if you purchased three tra multi items but only wanted to return two you would e agro place a 2 in the green box Once you have done this om simply click the Return the Selected Items button 110000 x E Ben Shares 10 pares a
175. t Clue Card 6 To send a clue email fill in the information just like a Fora rato are fancy intense yellow clue card including the email address and click on the Tel 888 888 8888 ee 2000 00 info incom ca Quotation valid until 31 Dec 06 v Send Clue Mail send clue mail icon Recipient s Name Recipient s email Address e ClueCard sent from Name Send Clue Mail Making a Sale Follow these instructions to make a sale of two items Go to the QuickPick customer screen and select a customer by entering a search word s Once you see the customer click once on the customer You will see the customer that is selected at the bottom of the screen with their details If customer is not in database enter in the normal way Customer QuickPick Go to the QuickPick item screen and select the item needed by entering a search word s until the correct item is displayed to the right of the window or click on the item in the list you are selling so it will be displayed on the right ltem QuickPick You will now see the button labeled Add the Item ___ to the Shopping Basket Click this button and the Add the Item GENTODZ2 to item will go in the shopping basket the Shopping Basket 62 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition You now see the customers shopping basket holds the item you just selected There are a few options from this point But lets put another i
176. t list Make sure you get all the information you need correctly checked off Also below the check boxes you can specify what the last name must start with 1f looking for a specific letter or combination of letters like sm for smith or a zip code cannot be partial The two boxes under that are for the software generated Computer ID which you will probably never have to worry about and you can also specify a specific city below that In the Miscellaneous box you can check the option that will only export customers that are on the mailing list or all customers you have by checking or un checking this box You can also make sure to select only customers that have merchandise on their wish list by checking or un checking the second box If you re looking for specific customer types and you ve already set up customer types and have been using them diligently you can choose which customer type you would like to single out You first must click the Find Customer by Type option followed by the types you re looking for below that Once you ve selected your customer types you can choose which criteria they meet The first option is Must meet the condition of type one and type two So if you have selected two different customer types anybody who doesn t meet BOTH of those types will be excluded from the list The second option 1s must meet the condition of type one OR type two which means 1f you have customers with different customer types app
177. ted marth sales recegts of the selected marth retan receipts of the selected month C LapAway and edt Notes of the selected month C LapAway of the selected month Ced Notes al the selected month DiamondCounter will supply you with the following financial Mandan tent information based on a selectable time frame Ena S E T Sales and return receipts C Oed Notes of the selected dales r i nl mo go Sales receipts only Today C al LapAmay and Credit Note credits and debit Cal Lap hay credits and debit C al Cred Note credits and debt Return receipts only Lay away and credit note transactions Issued gift certificates for a selected month You can select transactions in different ways e Select transactions for a certain month or previous month e Select transactions between two selectable dates You can also keep track of all the outstanding accounts 1 e credit notes layaways etc or list the transactions in which the taxes were paid or exempt No matter how you select the transactions needed you can report them as a total of all transactions or define them as sales and or return transactions This allows you more details and comparison about certain transactions in specific months On the right of this window you will see a large table listing all the transactions you have made You may select click on one of the transactions to view it in detail It will show the original transaction details The
178. tem into the basket Selected lien Actal Price SENTOD2 o k itam Brief Deserpton sabi E Total Pace E 5055 Remove ths Item bon the Contirue rath shopping Shopping Barke ard pelec another liers contras to the hecho Press the button Continue with shopping and select another Item that will bring you back to the QuickPick item screen Select your next item Continue with shopping and select another Item K And put it in the shopping basket as before Add the ltem ENGODE to the Shopping Basket Frank Miller s Shopping Basket Your Company Name You should now see the two items in the shopping basket You can click once on the list to see amp AAA item details and the price of each item The window will also display the total of this purchase gt You probably noticed that we went back to select another item There is an easier way of Ir adding another item to the shopping basket Once you see the basket contents you may also simply enter the item number into the search field and click the button Add this Item to the Basket DiamondCounter will find the item in your database and add it to the basket You can here 7 O delete any item out of the shopping basket anytime by pressing Remove this Item from the a E O son Shopping Basket But let s continue and make the sale y Ser Shopping Baket and select another hem Cortinue to the check out sal Press this button to
179. ter Irwace F s Repot you can 108 esch column by chidang on the header of the appropriate hell a FT A e Jet pre rre be amp This window gives you a quick snapshot of your current inventory but should not be confused with the inventory control function of DiamondCounter This function can help you to see the current T _ the tome in stock athe categonss in stock terns of the oniected Atoe Gbytes ah liara grouped ty Caie terms n Cans Sur of Cast Sum of Aetai Posibore found inventory of items parts and loose stones in your store It will calculate totals of cost and retail value You can also target certain article groups such as wedding bands or engagement rings and any other you have defined in your item database To print out the current display press Print Report and the statement will be printed The inventory tool will list your inventory in the following ways List of all inventory items in stock or on memo or both List out of stock items Can exclude on hold items Can filter a specific item number Can filter a specific invoice List of all items in stock List all of the categories in stock List of all items in stock of a certain article by selectable category List of all items in stock of a certain sub category List of all items in stock of a certain selectable supplier or artist 70 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10
180. ter User Manual 10 Edition you will return to the QuickPick screen After you click the Information Correct Continue button you ll be presented with the created repair bag and another window will pop up that will allow the customer to place a deposit on the item being repaired If they do not wish to place a deposit down simply click the Continue WITHOUT Deposit button If they wish to make a deposit simply enter in the amount of the deposit and the payment method used and click the Continue Using This Deposit button The deposit will be applied at the final sales screen under the Item Bound Lay away option Using the SmartBag Feature button While in the Repair Bag screen click the Once the SmartBag button has been clicked the SmartBag screen comes up From this screen you must select an empty slot and click the Add Something to the List button This will bring you to the Item QuickPick screen From here you must select the item that is to go in the bag and click the green Add this to the SmartBag button At which point it will be added You can now continue to add another piece or close the SmartBag list Once this is completed and all the items you want are in the SmartBag you may continue processing the repair as normal This feature can be used if you need to combine a mount from your inventory and a stone from your inventory and send it to a goldsmith or if a client comes in with a stone and
181. th DiamondCounter merged into a Microsoft Word document and configured according to the label type you selected Now simply load your labels in the printer correctly and print the document Checking for On Hold Items Select Tools and then On Hold Items DiamondCounter keeps track of the items that are on hold in your store It lists your clients and the items that they have put on hold It provides the sku number the category and the item description You can also view the balance left on a clients account and how long the piece has been on hold for and whether its set for auto release It also gives you your total cost and total retail cost of all the merchandise that you have on hold and that total balance that has been paid against the merchandise Total Coat on dd TotalAetad tjonHokt Tots Barcel pad Printing Custom Generic Jewellery Ticket Select Tools and then Print Custom Generic Jewellery Ticket A tale This function is used to print a Jewellery label on the fly and is not meant ims for regular jewellery ticketing Please use the function in the item detail A This functions allow you to print a generic or custom label through your label printer ba on the fly For jewellery tagging please use the individual ietm detail screen screen Print Dumbbell 88 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Gift Cards Issuing a new Gift Card Select Gift Cer
182. the receipt once the item is sold Memo use this field to store any other information about this item You can use this window to store any information about this item such as weight karat carat width and more If you choose to enter the weight for this item and the gold rate you can use the button add both to cost and DiamondCounter will multiply these two values and move this new number into the cost for your item DiamondCounter allows you to enter Diamond Details for each Item Diamond Grading can easily be done by using the dropdown boxes and Diamonds in finished Jewellery can be searched from the Diamond Inventory Search Screen finding any Diamond your are looking for in your current inventory DiamondCounter is capable of using pictures throughout the program There are used for item details catalogues appraisals etc there are usually displayed in a little box if you need to enlarge them simply click once on the picture and a new screen with the enlarged image will pop up There are two ways to enter pictures into the E eee RA DiamondCounter program and you can have up to three pictures per item 1 Simply enter the file name of the picture into the field As soon as DiamondCounter has found the file the picture will be displayed See the Configuration guide of DiamondCounter when the picture is not being displayed properly You do not have to enter the file extension 1f the picture has been stored a
183. the test button to see 1f your connection is a success If it was a PONTETON AE EN success click okay and then okay again to exit MySQL Login Connect Options Advanced Password Data Source Name odbcotherstore The password for the server user Description the other stores name combination Server the other stores ip address Optional Yes Default empty User root Password Database Diagnos yy password for the server user combination Optional Yes Default empty 93 O 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Config Remote Store Incom Technical Solutions Inc Go into DiamondCounter and Bx Configure Software e e click on the Customer ltem E configuration tab then QuickPick QuickPick i an open Cash Drawer Help misc Setup amp Remote Store Connection select misc Setup amp Configure Employees Remote Store Store Names ODBC Connection Name Picture Server Location Connection Here you thomas fine jewelery odbcbackoffice Soffice diamondcounter will enter in the store name ODBC Connection Name unique store code and the picture server location To set up your picture location we recommend that you create a VPN virtual private network and upload download your pictures once a week or as often as you wish Setup Disclaimers Setup Setup Authorization Key
184. ti column that means that the item is a multi item An X in the Unique column shows that the item is unique The SKU column shows your item SKU Article lists the article category that is assigned to Re Order is the amount you should re order each is the cost of each piece Order Value is the total value of the order Re Order Each Supplier is the supplier you originally purchased the piece from and Supplier SKU is the supplier SKU that was entered when the piece was put into stock in the store 79 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Inventory Aging and Good Seller Report This report produces a list of sales in your store that have good turnover It also creates a list of the inventory in your store and marks it s age allowing you to see what you should re order because it s selling well or what you should discount or return to your suppliers because it s not selling well or at all Freeing up space in your showcases with merchandise that moves is essential to making your store work Sure a piece might be pretty but if you can t sell it it s just taking up room in your showcase for something that can and will sell To use this report you must first set some dates to analyze The default is six months but you can set it to whatever you like Keep in mind that longer date ranges take longer to process After you ve done this you can set the report to not display items below a
185. tificates and then issue a new Gift Certificate Gift Certificate InCom E xj DiamondCounter is able to issue and track gift cards for you Enter the amount and what payment method was used and your user name If you use out gift card feature you can also enter the gift card number or simply scan it or use the identity number ie issue a new Gift Certificate paid by AAA Customer Cash Clerk QuickName oy a Se Ss of your existing gift certificates DiamondCounter will then be able to track based on Debit A gee 00 this gift card number how much money is left on a specific gift card Visa EX 0 00 y es E At the point of sale you can use the gift card as a payment T aster Lan li ar umber E 1 an umber Es wm 05 option If you used our gift cards you are also able to scan or mm o American Express A i ift card t 1 1 1 oomo giftesmicate simply scan enter the cad number and DiamondCounter will display the m GitCet p To A outstanding amount on this card m Account A nnn Discover the new gift card or enter the dl 0 00 number below the barcode Travel Cheque 0 00 Cheque 0 00 Remainder from Gift Certificate 0 00 w Close Total of Gift on Account Certificate Check the outstanding balance on a Gift Card Select Gift Certificates and then check how much money is left Gift Card Checking InCom E Enter or scan the gift card number and DiamondCounter will disp
186. tor User DSN System DSN Fie DSN Divers Tracing Connection Pooling About The create a new data source window will open and you will select the driver that you System Data Sources will use to connect to the other system CE Diver A y ackoffi MySQL ODBC 3 51 Driver ODBCBookKeeping Driver do Microsoft Access mdb Remove lt a odbediamondcounter MySQL ODBC 351 Driver Select the MySQL 3 51 ODBC connector or equivalent and configure it as follows odbceureka MySQL ODBC 3 51 Driver Configure odbcleadtrack Microsoft Access Driver mdb Data Source Name odbcotherstoresname Description Use the other stores name p An ODEC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Server Use the other stores I P address Create New Data Source User Root Driver da Microsoft para arquivos texto txt csv El Driver do Microsoft Access mdb Driver do Microsoft dBase dbf Driver do Microsoft Excel xls Driver do Microsoft Paradox db Driver para o Microsoft Visual FoxPro Microsoft Access Driver mdb Microsoft Access T reiber mdb Microsoft dBase Driver dbf ft AD aan WED Mirine 1 ABEL Password the server s password Database Select DiamondCounter from the list Mop ee nee ee N Connector ODBC 3 51 12 Add Data Source Name Then click on
187. turned it on as well as the retail value the taxes and the payment method The colour codes make identifying the type of transaction easy be 1t Sales or Returns Gift Certificates Deposits like Lay Aways Credit Notes Account pay offs and Totals or Summaries This report can make balancing your till at the end of the day easier and can also make finding payment mistakes simpler too 68 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Doing your yearly Inventory Control Select Tools and then Inventory Control Inventory Control Feel Good Inc Cie 1 Inventory control is a powerful tool that will allow you to TT ee reset your inventory to what you actually have in your store na yess mata see and also show you any discrepancies you have in your inventory so you can fix them properly This will allow you Fie Nane to know exactly what you have in your inventory so you start No Fie sed Foun a Repot ageirat the whole Item Dts Base Date of File was created Date of Fils lant modibed Runa Repot against this category ordy r your new fiscal year fresh Ineventory File Erines Handheld Scanner ie To perform Inventory Control you must first be logged into A a ia DiamondCounter then you must select Tools gt Inventory Control You ll be presented with the Inventory Control screen The very first thing you must do on A k the Inventory Control screen is
188. tween the shopping basket and the Item QuickPick D create as parent To set up a Parent Child Relation you must first select the Parent item This can be done on the Item Properties Sheet Simply double click on the item in the Item QuickPick and then click the Create as Parent button Once the parent is selected you must select the Child or Children that also go with this A item This is done by selecting the items you want as Child items double clicking them to get to their Dorr aN A properties sheet and clicking the Create as Child button on each one If at any time you would like to see the items that have been attached to the parent simply select the a gt parent item and click the Show my Relations button on the right hand side of the a screen underneath the Scrap Gold Calculator button to see the items that are related show my to the parent item This button is also available by double clicking on the parent item in the Item QuickPick Also relations note that if you do not have a parent item selected this button will not appear show my relations If you want to stop working on the current Parent Child table and begin working on another one click the Clear Active Table button If you want to remove an item from the Parent Child table simply find the item in the Item QuickPick double click to get to the properties sheet for the item and click the Remove
189. u can specify nea a o T are EAA specific criteria to select your customers by and with a click of a button Customer spent atleast 8 totaling in repais during one marth T OO you ll have a file you can send to your marketing team to send out targeted P EEE N mailings When the window opens you re given several options The first Numeral Acostond for lepad Tharleveu ard EE aa option is just for sales You must fill in the criteria of how much the Number of Addresses for Anniversaries found Export Customers fAnnivarsaries customer spent in a month whether or not to exclude sales less than a HAT SNe lane ae _ __ ae certain amount default is 20 if you want to limit to the top x amount of Number of Addresses for Husband s Birthday found 2 Export Customers BD Husband Total Number of Addresses found Upload to Server advanced customers if you get lots of returns this can be useful and in the yellow A box at the bottom the amount of customers who meet the criteria are CS O E displayed at which point you can click the Export Customers Sales hiini button Once you do that a save dialogue box will open and ask you for a file name an a location to save the file Simply fill these out and click Save in the bottom right hand corner Now you can attach this file to an email and send it out to your marketing team or printing house The process is the same for Repairs located directly below the Sales criteria The three opti
190. u would like to have printed on the receipt like your web address or your e mail address 15 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Repair Sheet setup Printing Repair Information double DiamondCounter is able to print out repair information in two different ways You can set up the software in a way that repair information will be printed out on an 8 5 11 portrait or 5 5 8 5 portrait paper depending on how the receipt paper is set up Or you can DiamondCounter print the repair information on an 8 5 5 5 sheet of paper with two copy on each side This sheet can be used in transparent repair bags and will save you time writing all the information on your repair bag by hand Printing Repair Information single As above but prints the repair information on the entire half sheet Turn print out Check this box if the printout seems to be cut off half the way through the page Hessler 3 fold DiamondCounter is able to print the repair information on Hessler three fold sheets one copy that you can keep another copy for the customer and one copy that stays with the repair envelope You may either staple the repair sheet to your existing envelope or use our zip lock bags for your jewellery repairs please contact us for further information Don t print the logo Set this checkbox 1f your repair sheets come pre printed with your logo Print offset You can ch
191. ue Items m Unique Item Status Date entered Stock Date item sold This window shows you the different statuses of an item such as when the item 060403 pO entered the stock and when it was sold Date put on Hold F ltem on Hol 1808003 Auto Release from Hold Items on Hold For Unique Items You are able to put an item on hold for a specific customer To do so simply select a customer with QuickPick Customer go to this screen and set the check box tem on Hold The item is now on hold for this customer and a notation will appear if you try to sell it to somebody else To remove the hold status simply remove the checkmark You can also let DiamondCounter automatically remove the on Hold status after a selectable date Please enter this date into the field Auto Release from Hold 36 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Item Status For Multi Items Multi Item Property This window shows you the quantity of the item you have in stock as well as the low and high limits that were set for this item Multi Iter Quantity in Stock Date ltem defined min Quantity max Quantity Some Magic viewing the Cost of an Item y Visibility To prevent customers from seeing financial information a shortcut is built in DiamondCounter to make it easy for you to see them but difficult for anybody else If you are on the Item Detail Screen
192. urn and a brief description of the item Viewing a list and Printing by Status Select Special Order and then select list and print all by status es a You will be able to view a list of all outstanding special orders by their selectable status or just by numerical order It will show the EE oat total retail cost of all the orders and the total balance paid towards use Se them You can printout a copy of what you have selected from this menu How to see the Customer Purchasing History Click the Customer Purchasing History or select the menu Tools and then Customer Purchasing History The Customer Purchasing History is a powerful and valuable tool which will assist you to strengthen or create a more customer oriented atmosphere in your store This option allows you at anytime to see all previous purchases a targeted customer has arar riot Loses TRES made With it s QuickLink option you are able to zero in on specific item details such as where you purchased the item for reordering 1f the item got lost or stolen It also helps to quickly find items that have been purchased when a receipt is not available Show Purchasing History This screen can supply Repair History you with different Items on hold for this Customer information than just the customer purchasing history It can also display a list of the customer s repair history or a list of item that are on hold for this spec
193. ustomer s open special orders Select the Special Order that s ready for pick up and click els Waer Create Item of This Order This closes the Special Order out and creates an item in your database of it Until this 1s done this Special Order is not an inventory item Please use caution with this procedure Once you put the item into inventory you no longer edit the Special Order screen but you can edit the item the same way you can edit other items that are already in your inventory Clicking the Create Item of this Order button closes the special order and makes it ready for sale It will give the item a SKU number of S_ORDER x where x is the original special order number The system also places this new item on hold automatically for the customer it was created for and takes any deposit that has been placed on the item and changes it to an item bound lay away payment ia Financial Information You can view the financial information about your Special Order by clicking the financial information tab near the SESE Ms bottom right hand side of the screen You also can make a a deposit towards the piece from this menu by clicking on the GST Lap ways towards this ltem piggybank file folder icon A goos PST Balance CN 99 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Viewing a Special Order From a Customer F Select Special Order and then select view special orders of Select the c
194. ustomer Street Name 2 Customer City Customer ZIP Customer Prosince Fle Find QuickPick Appraisal Print Rem Detads Curttorner Item put hen on Dusk Pick Quack Pick Workbench Detaled hem Information item Information Desception Basic Detak Base Diamond Detak her Pictures Gereral Infomation item Mantes SKU E Case Tray E E r Gitt Weight Total Caral Stores Unique liem Status Date entered Stock Date term sold Oate put on Hobs Y lemon Hold Adice Category Afiche Sub Category Net Wagh Metal Mubply Item User Logon ke y Pirk Lay tray Sunma Watt Descaptions Bref Descnption Memo Notes ES Delete liera Suppher information Dumbbell Tag Marufactuefs Barcode Pat amp Labou List Item Past Relation Advant l gt e Description pated on recept O amp Add per liem User Log Z Edi item a specific date On the bottom left is a form labeled Unique Item Status Diamond Counter will list this information it will show the date the item entered stock the day it was sold and the date it was put on hold You can also set the item to be automatically released from hold on Asto Releare bom Hold B E ana Unique ltem Status Date entered Stock Date item sold To cancel your bound lay away payment you must release the item from hold This releases the money put towards the specific item and transfers it into the generic lay
195. ustomer you wish to view the special order of from the W 2 a O P y g i gams oim o Pisidio A EA Dea Ea ecu Sa main screen and select special order from the DiamondCounter A wan panal ot main menu and then select view special orders of from the dosed Orders Thomas Ry e A NA drop down menu This will show you the most recent special order A A from that customer You can also scroll through the other special peo orders by scrolling through the drop down menu Find order You can also search for closed orders Find Order f open Orders 13 EE f closed Orders them Number SKU Ex An current Status of thir cto Desg special Order estimated D ate mody vid vel thes special Ordes to ha new Status nea nsara J From this screen you can make a deposit on an item change its status make it an item for your inventory delete it etc Viewing a Special Order by Reference Number Select Special Order and then select view special order by reference ine IVE ST open Orders From this form you can view the specifics of the chosen order number Just select the order J i closedOrders number you would like to view in Order Note On this screen you can edit the order change its status print for your customer or supplier make your order into an item change the description etc ltem Descrotion Create a new special Order InCom BS
196. ustomers You may either apply a discount on the whole amount individual discounts on each item you sell or apply a discount from the customers properties menu which gives the client a discount on all his her purchases If you choose to apply separate discounts you must use the appropriate function in the software If you only apply a generic discounts on all items DiamondCounter will recalculate this discount and apply it evenly to all sold items 64 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition I Cash Poo Once done you may select the right payment option for this sale If the customer has M Cheque 0 00 CA e Tim made previous Layaway payments or has an outstanding amount in his store credit mn _0 00 notes the option button for this kind of payment will become enabled and can be used ee ee towards this purchase or in part This will function as a payment option and other Hua balances need to be paid as cash debit etc the sum of all payment options must add up I Discover 000 Tlayaway Pi to the total sales price after tax otherwise you cannot complete the sale l Travel Cheque 0 00 l CreditMotes 356 13 Additional Information DiamondCounter allows you to enter specific customer information about the sale if you wish This Decstion is optional and not necessary to make the actual sale This option is intended for customer statistics El and can be useful later It shows
197. ve taken a picture with a digital camera you need to save the file on your computer under the C DiamondCounter folder DiamondCounter accepts pictures with the file format JPG You simply have to rename the picture file to the same name like the SKU number of the item and DiamondCounter will automatically search and display this picture for the right item So if the item or SKU number is ENG0001 then name the picture file ENG0001 JPG How do I remove article categories and how do I add a new one which I want to use To remove article categories form the list of categories when you enter new merchandize you need to go to the main screen and click on the menu gt TOOLS gt SETUP PRE DEFINED ARTICLE CATEGORIES On the screen you can disable all the categories you never want to use To add a new category that is not in this list but one you want to start using simply enter it in the category field on the item detail screen when you enter it as a new piece of inventory The next time you enter another piece DiamondCounter will offer you this category as a new option so you don t have to enter it again DiamondCounter doesn t start up after I downloaded a new version it tells me that the program is not a valid WIN32 application Occasionally it can happen that the download of a new version is interrupted or the file that was downloaded is corrupt To fix this problem please go to our web page at www incom ca and click on the
198. white oo de CN IN A enc CN O 77 fit 14kt white gold ring 4 7 2006 7777 saktwhite gold ring EI Customer Info ES SE To find information about your customers repair move your cursor over the bag icon underneath Customer the heading labeled repair information and double click It will take you to the repair bag form Toronto Repair Information litem Number Article Job Bag Number estimated Date back Item Description Quick Work Instructions Viewing a Repair Bag Select a Repair bag R Bova an Once you have selected a repair bag for viewing you will be able ol e A EA BA IA Xx x X to see all the details of this bag From here you can also send the Birch ala oy bag to the goldsmith inform DiamondCounter that a repair has i a come back from the goldsmith or you may hand out the repair from mt here to the customer DiamondCounter will also detect if there is more than one item in this repair bag and allows you to scroll back and forward between these different items 9 A pe ib Sheet Delete F Get an Estimate mdd i id Get an pane on Job 49 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition These two buttons will appear throughout the program allowing you to capture or load a picture into the system To capture a picture via a real time camera click on the capture button It s handy to take a picture using a real time
199. will be applied Put on Lay way Ww To view the items that a customer has on Multi Layaway simply click the Multi Layaway star button on the tduti right hand side of the Customer QuickPick or Item QuickPick screens to view the list or to make a new payment Lay war Using the Wish List Add an Item in the Wish List Select the appropriate customer then item and then click the menu Wish List Add Item to Wish List View an Item in the Wish List There are two methods to view the wish list 1 Select the appropriate customer and then click the menu Wish List View Wish List You can use the function Wish List to memorize items for a specific customer The item will remain in this list until the customer has bought it or you have deleted it from the customers Wish List You can scroll between all the items in the Wish List by clicking the button Previous or Next Item in the Wish List until you see the appropriate item Now you may add the item the customer has in the Wish List to the shopping basket or you can remove it from the Wish List by clicking Remove Item from List With List 0012 4 4 2006 18kt white gold 1060 00 hoki damond eanmos 7ScLiw 10 3 g EDia esmngs The Wish List of a customer can also be view from the detailed customer information screen by clicking the wish list button on the top menu or if you would like to view the wish list with a picture provided you h
200. y have previously purchased something in your store This is to prevent loss of o Information in the Customer Purchasing History Understanding Unique Items and Multi Items There are two kinds of items you can define in DiamondCounter Those are Unique Items and Multi Items A Unique item is a distinct item that will be entirely different than any other item or only has some differences It is an item whose quantity in stock will always be one unlike a Multi Item where you may carry 10 or 20 pieces of the exactly same kind If you define a new item and add it to the database it will automatically be a Unique Item and its quantity in stock will be 1 DiamondCounter will track this item and know if the item is in Stock sold or on hold If this item gets sold it stays a Unique Item If this item however stays in stock you have a chance to update the quantity in stock and the item becomes now a Multi Item While Unique Item have the property of in Stock or sold a Multi Item has a property of Pieces in Stock You can set low and high limits of this Multi Item Quantities and monitor reorder requests 28 2002 2010 InCom Technical Solutions Inc DiamondCounter User Manual 10 Edition Updating Items Quantities and making Clones A Multiply Item User Logon Update Quantity of this Item Multi make a Clone of this Item To make a clone of the existing item select the menu Multiply Item and the
201. y levels and allow you to print out sheets that allow for easy re ordering from your suppliers To use these powerful tools you must first log onto the software with your username and password Once logged in you can click on Tools then Explore and Analyze your Sales and Inventory Reports Once you click on this option a small window opens with four buttons three for functions and one for exiting the window There is also a description of each option to the right of each button to help you figure out which option is right for the information you want to gather The buttons are as follows LONDIS you CAN e eth vow cumart beeasteny Laval do each oi Investment Guide Carga apaina 1 AAA by Cast Panti Compares your current sales with your current inventory levels in each article category department sub categorized by cost point Germ we Let al Mechmdas ta cath odune tr de enfer trend Simple Re Order oe Generates a list of merchandise that enter your inventory over the last few ole Ae Dus months and were sold with a limited date range Ea kave pe Tumba Ae amp se poet yall de gaint Inventory Aging amp Good Seller Report inventoy Aging t Generates a list of sales marks items that have a good turn over Also b900 he Meot creates a list of your current inventory and marks ageing inventory Ewer pas beb u Pa Meee ipet X Close and Go Back Brings you back to the main screen you were on previously Investment Gui
202. ya Progam lame Sumar Shet Special Lide settings Micelorecin ure parcerd 20 matan of ataria arreymatup 12 FP dio to deina a Cuntrera ac a Compare T da ret use a Tertnecton Number on Fecepts endin ter Sobres tie cabe Salar f mari D iH whan scanning aniters onthe Selection Screen pe tito the Shopng S Days cl he Purchase ot cence D fo Bakat righi wy r Da ret pert rey Compare itoradion on the k of the Precept part rey Corgere Logo ised onthe Porton ure the pregrrded Apprand T det de rot check adomabcay io upcoming Dccariora men nising X iv Diron cunde y C ure the pregrrted Agpracd Template 2 _lk ational Cok Coed Hare Id Cad Nowe unite presrricd Agprend Tepid Seip T une the dad horca Tari g When selecting an Abde Cargos ice anen ban meri the Corpses da Fara Dels set naw kere nei do be upkoaded do devel nee con seg one Hen iSKU runter bor this dare arestio g E E Casper 5 A y Pr 3 F pri cof aG Cord Frec When siding om Daren When add amaa Daon pri cod a cord Gi CedRecep vet r deie d Chto vel re die Arance lo For Orto pp when tots GOL ue the Syrbol batman the hard Letter and ha raw Arto Number Receipt setup Printing Discounts You can default DiamondCounter to always print discount information on the receipt by selecting the checkbox Otherwise DiamondCounter will not print this information However no matter what you select at the point of sale you will still be able to ove
203. ype in the SKU of the item and then click Find Item Once the item has been found you can then click Memorize for Inventory You will see the item added to the list on the right If you have a hand scanner or portable scanner that can connect via serial connection you can scan item bar codes and they will instantly appear on the inventory list If you make a mistake you can delete an item by selecting the item on the inventory list and clicking Delete Item from Inventory List Once you have scanned your entire physical inventory you must run a report against what DiamondCounter thinks your inventory is To do this simply select your inventory file if it is not already open and directly to the right of that make sure Run a Report Against the Whole Item Database is selected and then click the Run a Report button DiamondCounter will then ask you for a location for the discrepancy report and a file name for it as well then it will take the inventory file that you created and compare it Run a Report against the entire item database If it finds anything wrong it will kick it out and place it on the discrepancy report which you can then print out When you view the Discrepancy Report you will notice that there are three runs in the file The first is by Item ID the internal ID that DiamondCounter automatically assigns items when they are entered the second is by Item SKU this is the SKU that you assign the item when it is
204. ything appears in order then set up is complete If you notice that the print is crisp on the left side and fades towards the right Make sure that the print carriage is completely clamped down If the print isn t constant check and make sure that the printer ribbon is not wrinkled Using your Metrologic wireless handheld scanner Scanpal 2 1 To charge the unit plug the power supply into the Metrologic Scanpal 2 base and then plug the adapter into the wall 2 Charge the unit until it is fully charged The green LED will stop flashing 3 Plug the serial connector into the charge unit and the other end into the serial port locate on the computer 4 Press the small yellow power button to turn the unit on 5 You will be provide with three options 1 Collect data 2 Upload data 3 Utilities Uses the down arrow to select utilities then the yellow left arrow to select 6 Then use the down arrow to select data deletion and then use the yellow left arrow but to select this erases the existing data 7 Choose number 1 To erase all data Click the yellow left arrow to erase all your data Use the arrows to Select yes or no and then the yellow left arrow to continue to confirm deletion 8 Select the collect data and press the yellow left arrow key This begins the data collection process 9 Hold down the big yellow button and scan your item Then when it beeps start scanning your next items If you need to update the quantity use the k

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