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ICE Getting Started Guide v 7.5

1. o O Customer The Customer option allows you to create and maintain customer records and to create in house customer accounts with credit limits and discount pricing These records are used at POS when you are attaching customer information to sales receipts and if the customer has an in house credit account established they can make payments on their account or charge to their account through POS The customer information for in house customers is used in the Accounting module to create quotations sales orders invoices credit memos etc The Customer option includes a Customer Search screen and a Customer Maintenance screen The Customer Maintenance screen is separated into Main Ship To Credit Pricing Frequent Buyer Notes User Defined and History tabs If you have an Internet connection on your system you can e mail your customer directly from the customer record and access their web site You can also send a bulk e mail to a selected group of customers produce customer reports print address labels assign a sales person and export customer information to a text file for use in Microsoft Access or Microsoft Excel Enter the Last Name you want to look up and click the F3 Filter button The system will display all customers who meet that search criteria b Customer Search E F2 Add F3 Filter F4 Show All F5 Edit FE Select F7 Delete F8 E Mail F9 Labels
2. F2 Add FG Dance F7 Delete Store Information 1 Sales Phone 407 656 8900 605 Park Ave Fax 407 656 8901 Winter Park FL 32701 Caption Amount Percent Customer Ask for Amount Open Drawer Acct No In House Charge 0 00 Charge 0 00 Prepaid Deposit 0 00 1123 000 000 OOOWWOO O Employee Records and Security Profiles The Employee Security option is used to create and maintain employee records e g name address telephone number etc and security profiles An employee record is assigned a system unique ID number when it is created Within the record you will assign each employee an associate code and password that will be used at point of sale or whenever an employee is required to log in or out of the system An employee s security profile grants or revokes his or her rights to use the various Office and POS features Employee Maintenance I Manager O Active F8 Security The Security program is used to grant or revoke an employee s rights to use Office and POS features Once you set up security for one employee you can copy that security to another employee and then make modifications Security Information EF Office Components i Gl amp Accounts Payable amp Bank BH Accounts Fieceivable EDI l General Ledger HIS M Inventory a Job Tracking ga Maintenance Bros Purchasing amp Model Stock Reorder i Ord
3. items that do not come in different sizes or colors or if they do they have different costs and retail prices hardgoods When deciding whether or not an item falls into a particular category ask yourself the following question Does the vendor I am buying from have a different part number for each different size or color e If the answer is yes then you should set up your inventory by creating a new inventory record for each size and color e If no the vendor uses the same manufacturer part number or style number then the inventory record for the item should be set up using the system s size and color matrix capabilities e Itis common for manufacturers to assign different numbers to different colors with sized goods In this case use the size matrix but do not include colors Simply create a new product record for each color 15 16 O Product Numbering Strategies Style Model ID UPC SKU As you create inventory product records there are several key numbers that can be associated with any given product in the system Style The first number you will be asked to assign to your product record is a Style number This is generally the number assigned by the manufacturer but it does not have to be Since the style number is unique by vendor you can use the same style number multiple times but each use must be with a different vendor You can use up to 15 alphanumeric characters but you cannot use spaces
4. Departmert MSC PESMET coco 570000 Sale Price E SEE 2 HH Original Retail 5100 commissionable tem Add Remove Subclass P E IV Update Price on Cost Change Product Size Information Product Colors N A v Edit 2nd UPC Edit Model Inv oo SKU NM Size SubSize 2ndUPC Model Inv NA i 4 400100004012 cer Be sure to select Gift Certificate from the Type combo box You may create up to three gift certificates This can be used 1f you want to sell a 25 then a 50 gift certificate as their own PLU s O Open PIU non Inventory Product Records The primary purpose of an Open PLU is for ringing sales at POS by department or category where the individual item is not being tracked Open PLUs are considered non inventory items as they do not have inventory on hand values to be maintained They are unique at POS because you can change the description that displays and you are required to make an entry in the Price field You should create an Open PLU product record for each department with a style number that is the same as or has a direct relationship to the department number This will allow miscellaneous items to be sold with the proper department receiving credit For example suppose you have two departments Men s Apparel and Women s Apparel which are Departments 01 and 02 Set up an Open PLU product record with Style number 1 and attach Department 01 to the record Then set up a sec
5. 203864 Modem Phone 801 767 2380 22 0000 IP Address ESSES IP Port pao warehouse Po WebStore w Actye FP vitualStare rr SS e MAo9Aao ALI n Once you have gained an understanding of inventory control completed your Checklist for Success and installed the soft ware you are ready to set up your store information Then after you complete the following setup procedures you will be ready to use the Office and POS features You should complete all steps for the Office module before you begin the steps for the POS module Setup Procedures for the Office Module To set up the Office module refer to your User Reference Manual and complete the following steps Step 1 Log into the Office module by double clicking on the Office icon on your desktop A Security Check window displays User Name Password uuu Cancel When you open the Office module for the first time type SYSTEM as both the User Name and the Password then click on the Login button The Office main menu displays Retail ICE fu CAM SU wu i Commerce Solutions a Adjust Levels e Alias Table Internet Sales Product Setup YA Purchasing The Maintenance fff Repons Gros ata Remote Operations Inventory Status ws Es Utilities 4 Physical Inventory E star la Price Changes Gama Sales Order lnvoice oy Price Levels m Accounts Receivable Ej Print Count Sheets Ber
6. This module is here to aid you in the issuing of Credit Memos amp Gift Certificates Voucher Issued Youcher Information Manual Override Youcher ID E C00001 000000001 7 mm dd yvyy Date Issued fi 1 02 2001 Customer Information Optional Customer w ka Full Name ii Address fr Start Date mmdd yyyy End o ate mm dd yyyy Phone e ZY H noun TE 7 Save Save w o Printin O Selling Products with Serial Numbers When you sell products that have an assigned manufacturer s serial number through the Alias Table option you must select the applicable serial number to attach to the sale then attach a customer record to tender the transaction Once the sale is tendered the sales date and customer record detail will automatically update in the product s Alias Table Available Serial Numbers x 4 serial Numbers BIKE 376498 f 376499 ai Fi 2 Cancel O Selling Gift Registry Items When an item is purchased for a gift registry the registry is assigned to the sale at POS updating the record TENDERING THE SALE Once all product information has been entered in the Sales Receipt window you are ready to tender the sale by pressing F12 The Collect Payments for Tender window will display unless you defined your Register Options to Reguire customer information 1f you require customer information to be attached to each sale 58 Collect Payments for Tender
7. posom III O fom e r o pm E pes o Po pe o p pese KA o pers E pes o E I E 23 24 LOCATION CODE LOCATION NAME N CZE pro o mo p o A2 A3 Aisle 3 A Aisle 4 01 Aisle 5 Aisle 6 gt N 0 Aisle 7 Aisle 8 O Aisle 9 Warehouse Stock Register 1 Impulse Register 2 Impulse Register 3 Impulse 00 Do o o CS CI po fm Jee o O Product Maintenance EH Product Maintenance l 0 x f n FF f F7 Delete Ss F6 Cancel U M Es Tags F2 Add F3 Search FG Color F9 Stock F10 Save F11 Report GB Product Maintenance ste Product Information Product Pricing and Statistics ___ Product Picture Style Description Cost i ei et 2 RO YA REI rice Do Qty Last Recd a Compare At EEE Date Last Recd ms I Webtem Type Noma z kas xy Price onsalelnti N Department IEEE oco SaePice Cass EEEE O Retai JV Commissionable tem geek pense Subclass P EEE Case Info Modify Pack Cost Size Code p E JV Update Price on Cost Change V Use Price Rounding 3 Product Size Information rou P E Product Colors Edit 2nd UPC Edit Model Inv Color totem I Category 2 OM xov Tax petti As you create inventory product records you will enter general product information produ
8. F12 Exit h P Tax ID Type of Tax a DOME Default Tax Normal 1 Sales Tax Normal 2 MON Tax 2 Normal 53 O Changing the Subtotal When you change the Subtotal or Total amount on the sales receipt all items on the receipt are affected You can change these amounts by a discount percentage discount by a flat amount or by replacing the existing amount with a new amount E Discount Sub total by Percent E Reduce Sub Total by Amount E Set New Receipt SubTotal DG si conca Asaa fi cane SI a OO O Attaching Customer Information Whenever you attach customer information at POS the Customer Lookup screen will display From here you can select an existing customer record to attach make changes to a customer record or create a new customer record After the customer information is attached you can continue with the transaction 4 Customer Search to x F2 Add First name Phone Customer ID Last Name City State ZIP Code DOB Filt E Fic C Year YYY C Day Status Type Sales Person C Month None Company Last Modified by FN LN a Date E Time Res E pressi User Defined Field Search Free Form ID Reference ID Assign Freq Buyer Code 7 On Mailing List coi IE fi 0012 Job Tracker Customer cu 00001 ae ion 10100 N MAIN STREE BLOND JAY 917 257 7936 Ciy BORDEN COMMITTEE ON POE 212 505 2225 10009 COMMITTEE ON POETRY INC 1 B
9. S layaway L return R sales dollars by code discount dollars cost of sale gross margin dollars and gross margin percentages Department Sales Summary Department Sales Summary Printed 09 25 2002 13 28 56 Store 1 Includes Transactions From 02 28 2002 0000 00 Register To 08 27 2002 00 00 00 Report Options MENS MENS TR re Sales Code Sold Returned Committed _noose Repor Uptions Cost of Sdes 67 00 Margin 27 48 Margin Ya 23 1 TOTALS Sold Returned Committed Sdes Cmtd Oscount 2 0 0 44 000 3150 Hourly Sales Summary Provides sales information that occurs during each one hour period that the register is open The report includes the store number register number sales units and dollars return units and dollars committed units and dollars average sale dollars and percentages and the number of transactions that occurred during the one hour period Hourly Sales Summary Ta x 9 d co Printed 09 26 2002 13 44 23 Report Options Hourly Sales Summary Store 4 Includes Transactions From 08 26 2002 0000 00 4 ati lar To 08 27 2002 00 00 00 LNoose Repor Options Register Hours Cty Sales Returns Cmtd Avg Sale Trans Moof Saes Trans 11 00 TO 11 53 1 47 24 0 I 000 F24 50 1 13 00 TO 13 58 1 47 25 000 425 50 1 Totals 2 94 8 000 2 Register Open Close Report Provides cash drawer information based on opening drawer balances daily sales transactions and closing drawer balances The
10. Payment Information WEJELE VIEW SIGN In House F11 Currency Conversion 84 53 AL ABS O Tendering the Sale with Cash F2 Cash Numeric Input Amount Paid by Cash You can enter the check number customer name driver s licence number state date of birth and approval All fields are optional O Tendering the Sale with a Credit Card F4 Credit Credit Card meee Credit Card Information Amount 442 41 Number Expiration Mir or maada Address verification accounts Approval Ej Ok 1 Cancel rr ei If using X Charge the number expiration and approval will be automatically entered upon credit card swipe and approval Clicking the Accounts button will show any credit card information that you have entered in Customer Maintenance Select the account number you want and the credit card number and expiration date will display in the proper fields in the Credit Card Information window Customer Accounts x Name Joe Bleau Address 2650 County Line Rd City State Zip Grand Prairie TX 75235 Account No Exp Date a 06 30 2003 03 31 2003 04 30 2003 5122 0758 3809 6054 01 01 2004 Gift Tender Selection Select Gift Tender Type sacher Information I Manual Override Customer Information Optional Customer ID A g 2 Full Hame E mmedd ywuy Address Date Issued 12 3071 ERR gi EI P Dines Voucher Enpe ESA Start Date mm dd yyy End
11. Sold to Date How many have been sold since the system has been implemented Average Cost read only Average cost information Store Stock Management EE a ZI Youth Logo Cap SUNBSIZES HIKE Hike Inc Colors fee 1 Main Store Youth Clothing fe cost change Changes price 4 Cost chance changes crass mardim eres SC ZEK DA a 4 PI Delete IFE cooker FS Sock FIDI Save FM eol FIA EA AH Fire Lerek a Presto terei Salce P Product informe TER Ey Model F Veblen ih Depantmeci MEME 7 ELLE Landed cost FIFO Sale Price feats EEE RR F commissionate tam Subclass a Sire Code a e Update product price levels O Price Levels The Price Levels option is used to create discount pricing by single multiple or all styles for your customers You can create price level templates for different types of pricing attach the templates to individual styles and then fill in the price for each level Ml Maintain Customer Price Levels Menu Style Vendor Model ID Department Class Subclass Comment Level Price GM Discount Discountable al F4 Templates F9 Price Round Maint JV Use Price Rounding 2 O Gift Certificates Gift certificates are treated like any other product in the system except they have only one UPC assigned You can ensure this when you create the product record by specifying the Size Code for no
12. gra da Ed Bee eT dih kisha W A Kenneth Fo Pat Pront Pasti EN ET EJ il Hi i Pii EAT eT EE EDP Lm rer ST Acc Taa rt L L LJ jezu jum eee Coed dih biel HI A Cad TDS TE AS TER ER Fa 4 L i p ki ULE HE WIT kk ir PT Fair Wani Miri Phckpack ME Hik L i poki SETTE HE WT dih kebi HATA Fai alli PD RETE DI qr a nda a Ho PT A RT ELL BUERET SZEF CISL m 1 a faza ea mina mina ri AD ey Page 1 of 1 6 Print a Serialized Purchases report that includes the receipt ID sales code store number serial number UPC number description size subsize quantity selling price and sales date Prina Preview e me PP wal gt m Goo Serialized Purchases Cone Fringed DOORS DO DB Fil Cutter 10 CUDO OA DA Fama Samii John kake id Sarra ca Cry Sane Tipo Las Lego KU SI FE CD Oooo 1701 5 I ISTO Rate ASCII UNTAN EINE Ki Il 45000 OIRO Tie Page 1 of 1 Contacts The Contacts tab is used to store additional customer contact information 4 Customer Maintenance J o E al m F2 Add Contact F5 Return Value F7 Delete F8 Cancel F3 Label F10 Save F11 Report ji Customer Maintenance 5 F12 Exit Steve Melrose q 3890 w Tropicana Ave y Las Vegas NY 89102 Man ShipTo Credt Pricing FrequentBuer Reference lDs Notes UserDefined Histoy Contact Description Phone E Mail Address Purch YTD Purch YTD Retums YTD Purch Last Yr ft Purch Last
13. under the Product tab Model ID The next number you will see associated with the inventory item is Model ID This field is normally used for apparel oriented items that use a model ID You may also store the manufacturers part number here for hardgood items if you have not put it in the Style field Often the model ID is not used It should be noted however that the model ID displays in the first column on the PO Thus this is a good place to put the vendor s code that represents the item UPC Bar Code and SKU Stock Keeping Unit When you attach a size code which could be no size a UPC is assigned to each size If the size code includes both sizes and subsizes a UPC will be assigned to each size and subsize combination This system assigned UPC number is the only re quired unique number for the product and cannot be changed In the event you wish to put in alternate UPC codes manufacturer UPC codes or other codes to identify an item at POS you can use the Alias Table This feature can be accessed within the product record by clicking on Tools on the menu bar then selecting the Alias option from the pull down menu You can also access alias tables by selecting Inventory and then Alias Tables from the Office main menu The SKU is an optional number that can either be assigned automatically based on a range that you set in the Department maintenance screen or can be filled in manually while you are creating the product reco
14. Amount Data Crestal Candle Ho 100 00 12 20 2003 14 59 56 1448 1302002003 14 SABA Glose Once the reopened receipt is displayed in the Sales Receipt window you can make changes as necessary or tender payments on layaways or hold receipts following the same procedures as for tendering a regular sale O Gift Receipts Once a receipt has been tendered you can reopen the receipt and print a gift receipt The receipt will have all the original information except for the amounts UNIQUE PRODUCT SALES O Package Sales Items can be sold in packages Click on the F6 Package button on the screen to start a package Scan or enter as many items as you want for the package Click F6 again and you can enter a fixed price or a discounted price by percent or dollar amount You can repeat this process for as many packages as you like for the receipt Deduction Typ i Fixed Price Curent Price 317 17 Hew Price Percent Discount Dollar Discount O Selling Open PLU Products When you sell an open PLU item the cursor and highlighted bar will display in the item Description field in the POS screen You can enter in a new description or accept the description displayed by pressing Enter The cursor jumps to the Price field Enter the selling price in the Price field and press Enter O Selling Gift Certificates Once you sell a gift certificate the Vouchers screen appears Vouchers Gift Certificate 0 x
15. Date mmddAyyyy Tc sea sasa eee ope mae Gift Card Information Amount ano a j Amount 84 53 Save Close ooo O Amber Approval E Ok 1 Cancel gt 59 60 4 Youcher Lookup Voucher ID ile pl 000001011 Thomas Jim 06 07 2002 200 00 Name Voucher ID Date Issued Show ONLY sj Not Used Select Cancel C ALL O Issuing a Credit Memo at the Time of a Return Print Credit Memo Alt M ir Vouchers Credit Hemo ofz This module is here to aid you in the issuing of Credit Wemos amp Gift Certificates 4 Voucher Issued Voucher Information Menva Uveride Customer Information Optional Customer ID CUDOOM 000007008 a Youcher ID CM 00091 000000003 El Full Hame lohrson Frank mim ddl yyy Address 2962 Boulder Ave Date Issued Jos 14 2002 Denver CO T Does Voucher Expire pos Start Date mm dida End Date mme dda Phone 57055541 41 Zz AA Save O Tendering the Sale with a Credit Memo F6 Memo sj Close Pi Youcher Lookup Voz call 08 14 2002 10 12 Name Voucher ID Date Issue Show ONLY sj Not Used Select Cancel C ALL O Tendering the Sale with an ATM card F7 ATM Debit Card fee Debit Card Information Amount 2 rs Number Expiration Minty or MDDP Ey Ok gt Cancel TTT O Tendering the Sale with Coupons Flyers and Frequent Buyer Points
16. Export F10 Clear F11 Report F12 Exit x Customer Search Last Name First name Phone Customer ID City State ZIP Code DOB Filter O Year MYY C Day Status Type Sales Person Month 77 x None Company E Mail Last Modified by fFN LN Modified Date Modified Time ssi EZ User Defined Field Search Free Form ID Reference ID Assign Freq Buyer Code 7 On Mailing List Incremental Searches Do TO TO TO como Last Name First Name Phone ZIPCode Company PARTS ZIP Code w Show Last Visit Purch YTD Purch YTD Returns YTD Last Yr Purch Last Yr Total Customers SEE E ES E DES Sa Double click in the grid on the customer you want to work with To create a new customer click on F2 Add The following screen appears 7 Customer Maintenance lol x di 5 ul m YA F2 Add Customer F5 Return Value F7 Delete F8 Cancel F9 Label F10 Save F11 Report F12 Exit o eras Steve Melrose yy Customer Maintenance 3800 W Tropicana Ave Y Las Vegas NY 89128 Contacts Main Ship To Credit Pricing Frequent Buyer Reference IDs Notes User Defined History Customer Information Customer Picture First Name Steve Type z Add F Middle Name Status Add Last Name Melrose Country USA Company Name SJM Enterprises Phone 702 333 5555 Address 3800 w Tropicana Ave Phons2 ro aaa
17. This is where you will enter any note information about this vendor AE Vendor Maintenance Sy x dA 9 8 amp 6 zA E FZ Bda F3 Search F4 Contacts F5 Notes F6 Insert F7 Delete F8 Web Site F10 Save Fli Report F12 Exit 8 Vendor Maintenance Vendor Identification a Vendor PROSP PROSPORT EQUIPMENT CO Gross gna SIE 50 Min Order a 0 00 Sales Address Billing Address vendorType br E Address POBOX646464 oo Tan Pe 0 Days City los ANGELES 0 _ SSS Acct Number i State Zip EE soon Exp Acct EEEE Phone M Se FAX O li Ms Vendor Specifics a Products Purchase Orders 3 Promotions Products A listing of the products you purchase from this vendor will appear AE Yendor Maintenance Ex 2 Vendor Maintenance rr Vendor Defaults SS wa SEN PROSPORT EQUIPMENT CO Gross Margin 50 Min Order 0 00 Sales Address Billing Address Vendor Type DF EMMEMZ Address fo BOX 646464 Terms Due on Receipt 0 Days City Los ANGELES Acct Number State Zip ca 80011 Exp Acct gt Phone ei 3 888 4700 li Web Site FAX i Ie a Products Purchase Orders gt Promotions Product Locator fios Search Options 6 Show All web Items Only Open PLUs Only Style Model ID Description Department Class Subclass Web Item Open PLU Cost Retail 008 MOUNTAIN BIKE Purchase Orders A listing
18. Yr 0 00 0 00 11 12 2003 45 POINT OF SALE SETUP PROCEDURES FOR THE POS MODULE When you open the Point of Sale module for the first time you will be required to create a cash register profile by defining register options print options and hardware settings Step 1 Log into the POS module by double clicking on the POS icon on your desktop The message There is not a profile for this register in the system Would you like to create a register profile displays Click on the Yes button The Register Profile screen displays with the Register ID and Store No fields filled in Refer to the Point of Sale section of your User Reference Manual for complete detail on setting up the register profiles Once the profiles are set up and you click on the OK button on the Register Profile screen to continue you are ready to log in and ring sales Step 2 Log into the POS module by double clicking on the POS icon on your desktop The POS Login window displays 8 Please Login Sales associate Password Login Cancel Employee s sales associate number Type system as both the Sales associate and the Password then click on the Login button The POS screen displays a gt You can also log into the Office module by clicking the Windows Start button pointing on Programs then pointing on Retail ICE and selecting ICE Office POS MHE th FZ Store zal p IFJ Register lt gt TA Merei EE Products 0 F6 P
19. be displayed when creating PO s RAN Random Assign random numbering to inventory products i e coming from another system and the customer wants to utilize their old SKU s in order to sell Enter the random number at POS rather than the product style SER Serial number Used to track the serial number on a product such as a bicycle Do not enter a customer number here if you do the 26 product will be considered sold and you will not be able to use it at POS Once the product is sold the customer information will fill in automatically Alias Setup Ea x si O e fzjAdd F4 Cance FrjDelete Feszes F10 Save F12 Exit f Alias Setup Style Information vo rr Alias requirements Aliases Alias Code Customerfvendor Code 7 Number Start Date Stop Date Cost Price Press at the Alias Table screen and an Alias Codes window pops up Alias Codes x Alias Codes Description Vendor 1 l UPC Promotional Pricing for Yendors Random Serial Number At the register you can use the VEN UPC and RAN numbers in order to sell O Size Codes Every item in your inventory must have a size code attached to its product record even if it is no size or none The Size Matrix setup option is used to define each of your product sizes and subsizes if applicable The system includes a default code and description of N A in the
20. deselected by clicking in Male or Female Q Mail List Y N If this option box is checked you can print labels for the customer and export customer information to a text file by clicking on the Labels Export button or pressing F9 O Sales Person To assign a sales person to this customer click on the down arrow button and make a selection from the drop down list Ship To Q Country The Country field is defaulted to USA You can select another country by clicking on the down arrow button to display the default list of countries O Phone Phone 2 Fax Entries must include the area code but do not include hyphens Q E Mail Once you enter your customer s e mail address you can send him or her an e mail by clicking on the mail button located at the end of the field O Ship to Addresses If your customer has multiple ship to addresses enter them by clicking on the F2 Add Address button The cursor will display on the next available line These addresses can be accessed in Accounting and are used on the quotations sales order and invoice forms QO Main Shipping Address When multiple ship to addresses are on file click in this option box to designate the default shipping address that you want to display when you use the Accounting module The tax rate associated with the designated Main Shipping Address will be charged at POS la m F8 Cancel F3 Label F10 Save F11 Report F12 Exit
21. or non alpha keyboard characters in this number If the same style number is being used with multiple vendors and a product is not scanned a selection screen will display at POS with all of the style numbers If you use alpha characters you will be required at POS to first press the period key in order to ring up the item if you are not scanning so that the system knows it is accepting an alphanumeric style number rather than a keyboard prompt For example if a style number is 7A2346 enter 7A2346 at POS Note the period does not display at POS If you scan the item using the UPC code this is not an issue If possible it is best to avoid having to ring items at POS with alphanumeric style numbers Methods used to define the style number and how to add these products to the database a If the vendor assigns the same style number or item number to all color and sizes then use a single record in Product Maintenance using the color and size features within the one product record Use the color Copy feature here F8 b If the vendor assigns a different style number or item number to each color and size then have a different product record for each color and size Use the Copy feature here for speeding up data entry under the Product tab c Ifthe vendor assigns a different style number or item number to each color but not size then have a different product record for each color but use the size matrix only Use the Copy feature here
22. report details the open and close times of the register the name of the associate the expected drawer amount the drawer balance and an over under calculation Register Open Close Report Register Open Close Report Store 1 Register RG00001000000005 Time Associate Clos e 09 25 2002 1 47 21 PM SYSTEM Epeded 27596 Printed 09 25 2002 13 48 21 Includes Transactions From 02 28 2002 0000 00 To 0925 2002 13 47 21 Quer Under 380 31 104 5 Register Receipt Review Provides sales receipt detail including receipt number store number sales date UPC SKU description cashier quantity sold quantity shipped retail cost selling cost and applicable taxes Register Receipt Review MEI 3 d me JH Hanae tikes Register Receipt Review Printed 0028 0002 19 52 64 Store 1 Includes Transactions From 00 28 2002 0000 00 Choose Report Options Register To 09 27 2002 00 00 00 Sale Receipt ID RO00001 000001347 Parker Bryan Sales Date 00 26 2002 11 17 02 AM Cas hier SYSTEM Line Code _ UPC Des cription SP Qty Ship Retail Selling 1 Sale 400100018588 MINI PIQUE TOURNAMENT SYSTEM 1 1 6299 24 Subtotal 4724 Tak 3 31 Total 5055 Receipt ID RC00001000001348 Bleau Joe Sales Date 09 28 2002 1 02 52 Pe Cas hier SYSTEM i Line Code UPE Des cription SP Qty Ship Retail Selling o 4 Sale 4010002095 Cutter amp Buck Pob Style SYSTEM 1 1 6300 25 o Subtotal 47 25 o Tax 331 Ki Total ms 65 RETAIL ICE SU
23. the Register Options Register Profile xX P Register ID and Settings Require customer information TT Logout after each sale Stop on quantity after scan Prompt for Salesperson on Transaction Stop on price after scan Prompt for Advertisement Group same Items on One 1 Line Print Tags on Return Use Touch Screen Keypad TT Default to Product Inquiry TO000 00 ax Selling Price at which to prompt far venification D DOODO Require customer information You will be required to attach a customer record to every sales receipt prior to tendering the sale Stop on quantity after scan The cursor will jump to the Qty field once the item s UPC SKU Style is scanned Stop on price after scan The cursor will jump to the Price field once the item s UPC SKU Style is scanned Group same items on One 1 line If the same item is scanned several times within the same transaction the items will combine on one line This will shorten the length of the receipt Use Touch Screen Keypad When a sale is tendered with cash a credit card or an ATM card a 10 key pad window will display to assist you in entering the amount Logout after each sale You will automatically be logged out and need to log back in after each transaction 1s completed Prompt for Salesperson on Transaction You will be required to enter a salesperson after the first item is scanned Prompt for Advertisement You will be required to enter a sale
24. your products the Product Sales Review Report will allow you to search for sales detail based on a season start date Fabric codes can be used as you choose they do not have to specifically represent fabric or material Worksheets I e fregi o fiesso CODE NAME N e CO E CI E de E OO Do E CI pe fem AN A pe dee DEPARTMENT DEPARTMENT CLASS SUBCLASS SUBCLASS CODE NAME NAME CODE NAME oe dd o KOM dd 19 20 CLASS CODE 6 CI CI Shorts DEPARTMENT CODE 6 30 oo Sz O N O h mz m SUBCLASS CODE 6 SUBCLASS NAME 30 1000 Jeans 1001 Slacks 1002 Other KN KE KA NONE KE o KA KA KEN KE 21 22 COLOR CODE 5 COLOR NAME 30 i opor TO perece eco E To o p o wo pe KA e pe EA wooo p e A sooo pe A sooo pe 90 Cotton Blend mo fe o DISCOUNT REASONS FOR DISCOUNTING A RECEIPT OR RECPT LINE DO fome DO fm DO fes _ Do RETURN CUSTOMER REASONS FOR RETURNING PRODUCT CASHIER REASONS FOR VOIDING RECEIPTS OR RECPT MARKDOWN EMPLOYEE REASONS FOR ENTERING A PRICE MARKDOWN BACK OFFICE Doo fe fees ADJUST LEVELS REASONS FOR MAKING AN ADJUSTMENT TO INVENTORY ON HAND DO fosse EEE Jeeson p per a gam me mea f CZW em o COR COR CT KIZA Ki KA gam fem po fes mm pm o E f SE EE o o
25. 568 Address EESTI Fax rr02j333 6060 Add Clear City Lasvegas EMail steve smem Customer Taxes State INV Website x o Taes ZIP Code na TT Ae FZZ Defaut Tax E Free Form ID umas AAAH Product Inquiry Gender MV Male JT Female FW Mail List Y N Product Inquiy Customer Created By Customer Last Modified Sales Person Employee Name Employee Name Date Time PESE SYSTEM SYSTEM SYSTEM SYSTEM 12 13 2004 15 10 06 Last Visit Purch YTD Purch YTD Returns YTD Purch Last Yr Purch Last Yr ET eo Enter the following fields O Company Name The Accounting module s quotations sales orders and invoice forms default to displaying the Company Name field If you are using the Accounting module you should enter either the customer s first and last name or the company name in this field You have the option to change this information as you create quotations sales orders and invoices Q Type Click on the down arrow button to select the customer type from the drop down list or click on the Add button to add a customer type O Status Click on the down arrow button to select the customer status from the drop down list or click on the Add button to add a customer status O Country The Country field is defaulted to USA You can select another country by clicking on the down arrow button to display the list of country names from the Country Maintenance table O Phone Phone 2
26. E E CAM Commerce Solutions Jump F10 X Exit Step 2 Define the Store Setup Option On the main menu click on Maintenance then click on Store Setup Step 3 Define the Tax Rate s for use at POS On the main menu click on Maintenance then click on Taxes Step 4 Verify the Program Setup option On the main menu click on Utilities then click on Program Setup Step 5 Create Employee Records and Security Profiles On the main menu click on Maintenance then click on Employee Security Step 6 Define the Inventory Product Maintenance Tables On the main menu click on Maintenance then click on the applicable tables to define e g department class subclass color vendor Step 7 Create your Inventory Product Records On the main menu click on Inventory or Maintenance then click on Product Maintenance Displaying Online Documentation You can display the User Reference Manual whenever Help appears on the Office menu bar as illustrated below Office B X File Window Help You can display the documentation in one of two ways either press lt Alt H gt and lt Enter gt to minimize the documentation or click on Help then click on Help again in the pull down list to display it on the screen DM Taxes The Taxes option allows you to create the tax rates you will attach to each inventory product record for use at POS when the product is sold At POS you can change the rate being applie
27. F10 Tenders Gli Tender Selection E Tender Selection Tender Amount Percent 4 RODEO BUCKS O 0 00 0 Prepaid Deposit 0 00 O Clearance Sale 0 00 15 Frequent Buyer 0 00 0 Super Coupon 10 00 O 4th Gtr Coupon 10 00 0 Exit Select O Tendering the Sale with Foreign Currency F11 Currency Conversion i Currency Conversion Select the Currency that you want to convert the U S Dollars to U S Dollars Canadian Dollar 85 80 gt ES Canadian Dollar BT 1599744 5 0 2 0 107706 9 264034 gt gt Converts to Mongolian Hoohah Mexican Peso VOIDS AND RETURNS You can void individual lines on a sales receipt or an entire sales receipt If you are a manager you can use the post void feature when you may not have the time to void the sales receipt real time As a manager you can reopen the receipt and void it later in the day prior to closing the register Returns can be processed on a new receipt or by reopening the original receipt IN HOUSE CUSTOMER ACCOUNTS To accept payment on account click on Tender then ROA then Tender Type The system will ask you for a customer In House Account No YI Account Ho Search for Customer BI To process an In House Charge Select Charge The system will prompt you for an in house number if you do not know the number you can look it up 62 In House Charge y1 Tj TACY SE IDS pio Account Ho
28. Fax Entries must include area code but do not include hyphens Q E Mail Once you enter your customer s e mail address you can send him or her an e mail by clicking on the mail button located at the end of the field When you click on the button your default mail program will display and you can send your message O Website Once you enter your customer s web site address you can access his or her website by clicking on the globe button located at the end of the field 37 Q Customer Picture You can add a customer picture by clicking on the Add button located below the Customer Picture box to display the Select Customer Picture dialog box Select the picture from the applicable file O Customer Taxes This is initially set to Default tax To change to a different tax rate click on the down arrow button and select the applicable tax from the list that displays If you need to add a new tax rate click on the Taxes bar button to display the Taxes table and add the new tax information The tax rate entered here will be the rate used at POS as it overrides the rate attached to the product record Q Product Inquiry Click on the Product Inquiry bar button to display the Product Search window Q Free Form ID This field is for you to assign an alternate lookup code to an individual or multiple customers This could be an internal customer number ID for your frequent shoppers club etc O Gender The Gender option boxes are selected or
29. O Printing a Gift Receipt The Gift Receipt feature lets you reprint a receipt with all of the same information as a regular receipt but without the amounts O Attaching a PO Number Click on the Receipt button or press lt F4 gt Select Add PO Number from the drop down list PO Number Please enter the PO Humber below PO Number Cancel O Redeeming Vouchers for Free Items Click on the Store button or press lt F2 gt Select Redeem Frequent Buyer Voucher from the drop down list Frequent Buyer Youcher x 3 Frequent Buyer Youcher Voucher Number WY Cancel CREATING LAYAWAYS SPECIAL ORDERS HOLDS AND REOPENING SALES RECEIPTS O Creating Layaways You can change a sales receipt into a layaway at any time while you a creating the sale Once you have entered the product information for the items to be put on layaway you will need to attach customer information to the layaway receipt Layaway Receipt Information Receipt no RC00001000001049 Due date 01 31 2002 Go scene O Creating Hold Tickets If you have a customer who wants to hold items for pickup and payment at a later date you can change a sales receipt into a hold receipt at any time while you are creating the sale Once the product information has been entered you will need to attach customer information to the receipt TA Hold Receipt Information Receipt no RC00001000001049 Due date 1 31 2002 O Cr
30. PPORT HOTLINE 877 270 7423 HARDWARE SALES 866 840 4443 hh CAM Commerce Solutions 17075 Newhope Street Fountain Valley CA 92708 714 241 9241 866 840 4443 http www camcommerce com We Make Better Retailers
31. RAIN MAGIC 212 204 6515 10003 BRANDT JOSHUA 347 739 8098 BRICKER NEIGHBORHOOD FIL 347 239 3099 11223 NEIGHBORHOOD FILMWORKS NY BROWN JACQUELINE 212 932 3232 10026 zip BROWN SHORTY 917 678 7645 10004 i fiz Cm sae Last Visit E GT ME KU zwi Purch Last Yr Total Customers O Crediting a Sale to a Specific Salesperson As you enter product information in the POS screen you can assign a sale of specific line items to an associate other than the sales associate who is actually ringing the sale This information is then available when you run a Commissions Report Salesperson List Ed Which salesperson do you want to assign to this line item Currently Adams dim Enter Sales Associated Adams Jim Belanger Ken Blackwood Teresa Carter Kimberly Watson Tim Apply to All Lines X Cancel 54 O Adding Notes While you are creating sales transactions you can add notes that are specific to each sale Those notes are saved in the database and when you reopen the sales receipt the notes are displayed Cashia STEM Adrertiza Coda Dillboard ti IFzISIOre frIF3IREgiater lt zifalRecemt dh IFSIProducts Mb IFGIPackage ICI Customer 1A Salesperson 8 R Belun A O Quantity ET Void PI Bize 8 G Login Sales Receipt RC00001000001 347 Parker Bryan Retje _ UPC SKU MIE Desenpton ty Price Total bd Sse LIM FIE TOURNAMENT SHIRI BL 1 41 24 41 24 Si F12 Tender e TI
32. RETAIL ICE ETTING STARTED GUIDE RSION 7 5 Copyright 2005 by CAM Commerce Solutions All rights reserved worldwide This manual as well as the software described in it 1s furnished under license and may only be used or copied in accordance with the terms of such license This manual may contain technical inaccuracies or typographical errors Changes are periodically made to the information herein and are incorporated in new editions of the publication The information in this manual is for informa tional use only and is subject to change without notice Software referenced in this documentation includes Adobe Acrobat Reader Centura SQLBase Microsoft Microsoft Windows Microsoft Windows 98 Microsoft Windows NT Microsoft Windows NT Server Microsoft Windows 2000 Professional Microsoft Windows 2000 Server Microsoft Windows XP Home Microsoft Windows XP Professional Microsoft Windows XP Server Microsoft Internet Explorer 5 0 and Netscape Navigator 5 00 Contents THINGS TO KNOW BEFORE GETTING STARTED s 2ssssnessssnesssznece 5 NEED TO KNOW TOPICS 1 rrrrrrrnrirei iii iii 6 POINT OF SALE IA 45 Setup Procedures for the POS Module ri 45 IR OE 46 Entering Product Information in the POS Screen 51 NIGGD mia the Sales FR CCOIDE rinata ivan a asas EEN ara Rea danado asian gu 32 Creating Layaways Special Orders Holds and Reopeni
33. ackage E E Customer A Saspi sim RJ Rriurn 6 Suali ok Joni F Erica A 6 Loginiai Bales Receipt no customer gt PO A 5 F12 Tender Peri al sale open EMO system You can access the POS features through pull down menus or by simply pressing hot keys or direct access keys A quick reference guide 1s provided in Appendix C of the User Reference Manual 46 REGISTER O Clocking In and Out at the Register This feature allows employees to clock in and out at the register through the POS screen As they clock in and out of the register timesheet history is created and is available in report form Time Clock Access 3 Please Identify Yourself Sales associate Password i Login Cancel Employee s sales associate number O Logging In and Out of the Register During normal daily operations you can log in or out of the register by pressing the G key to display the POS login screen POS Login 3 Please Login Sales associate Password Login Cancel Employee s sales associate number O Maintaining the Register Profiles The Register Profile includes the Register Options Print Options and Hardware Settings If you are using a pole display or cash drawer or will be printing sales receipts on a 40 column or 80 column printer you will maintain those devices through the Hardware Settings To maintain the register profile press F3 to display
34. ate Min Finance Chrg Amt Days Account Members First Name Last Name Address City State Company Name Purch YTD Returns YTD Purch Last Yr it Purch Last Y r Purch YTD o Last Visit Credit Card Information O You can enter credit card information to be recalled at Point of Sale by clicking on F2 Add Account Swipe the card or enter the credit card number in the Account No field Enter the expiration date and then choose terms Do not check the In House Acct option box 4 Customer Maintenance 3 E O A m F2 Add Account F5 Fetum Value F7 Delete FB Dance F9 Label Fil Save F11 Report F12 Exit p ein Joe Bleau Customer Maintenance ANTY Grand Prairie TX 75235 Contacts Main Ship To Credit Pricing Frequent Buyer Reference IDs Notes UserDefined History In House Credit Information Account No Credit Lim 3000 Tems Net 30 7 2 Exp Date Late Charge 5 Charge Restrict Opering Date Amt Past D Vv P O Required ES Ra 7 Bad Check Alert Last Payment Date I Acct Balance 7 InHoues Acct Last Payment Amt 100 00 Un Posted Bal JV Primary Account Last Finance Chg Date EEE Account Members FirstName LastName Address City State Company Name Last Visit 01 16 2004 Customer Account No Purch YTD Purch YTD Returns YTD Purch Last Yr it Purch Last Y r 0 00 40 Pricing The Pricing tab 1s used
35. atements on the bottom of the sales receipts as follows y Policy Statement Prints on the bottom of every receipt V Layaway Statement Prints of the bottom of layaway receipts only If you defined a Policy Statement and a Layaway Statement both will print on the layaway receipt Q Custom Print If you are print a customized sales receipt you can set the print parameters by defining the Start At position O top of receipt Char Line number of characters per line and Lines Page number of lines per page CC CCC Hardware Settings P Register ID and Settings Store no Ong Store no Register Options Print Options Hardware Settings Default pole message Verifies checks Verifies credit Charge folder TT Verfies ATM es E Devices O Ifyou are verifying credit card transactions click to select the Verifies credit option box O If you are using a debit PIN pad click on the Pin Pad Setup button re Ha Cees Cengured washika HHF CD V The No Device Configured radio button is selected by default Click in the WelchAllyn HHP 3100 radio button if you are using that device or click in the Verifone PINPad 1000 radio button if you are using that device If you select WelchAllyn HHP 3100 three buttons will activate Load Default Logo A dialog box opens for you to select the default logo or another logo of your own bmp file to display on the pin pad 49 Edit Logo Template A dialo
36. ct pricing and product size informa tion In addition you can display a picture in the product record copy a record and attach a new style number and vendor or copy a record and attach a new color Once your product record is created and saved you can create Alias Tables with additional product identifiers and attach Product Notes You may also review inventory on hand and on order quantities and modify model stock and min max through Store Stock Management O Alias Table Alias Tables are used to create product identifiers that can be used in addition to the Style UPC and SKU assigned in the original product record Product Hope ChE ILL E Produci Sales Bew ha E A CJ H Fassi ns e de i an Piette Walco FASI FIO Save FU Reet FIH Ea Hinis aa Produ a EFD awg Cost RS 41 Markup Free 6299 GtyLasak lt ca I Brr Lobo Aliens para MI from Dale Lasi Red Marma 5 k a O ris Price OOO Onset INI LUKE Landed Cost 3370000 seers OG jets EE esses 3500 AT casuali CASUAL 55 fe Ere I EG FE l cor EE eta annimmiass 1819 rl 00 10001 8569 1620 20010000 85683 1621 ese am jeotoooscest Ja re EO Create an alias lor the current product NUM Alias Table Types VEN Creates alternate multiple vendors for individual product styles UPC Secondary UPC s manufacturers barcodes PRV Promotional pricing for vendors that can
37. d to the sale In addition you can set levels at which the taxes will apply The Taxes program has two default tax rates that are preassigned Tax ID 0 Default Tax and Tax ID 1 Non Tax You can change the names of these default taxes but not their ID numbers Taxes fel x r R ladd F7 Delete F6 Tax Rates F10 Save F12 Exit IF Type of Tax N Default Tax Normal 1 Sales Tax Normal 2 Mon Tax 2 Mormal f 3 hj ay F2 Add F 7 Delete FIU save F12 Exit TAX Rate Defaut Tax Tax Fate Start Amount End Amount Type of Tax Rate Acct No a 0 00 99 999 999 99 Normal 191 050 000 O Tender Maintenance Tender Maintenance allows you to create alternate types of tender that can be used at POS such as store coupons flyers frequent buyer points etc When the customer presents the coupon at POS you will tender payment just like any other tender The amount of the discount is deducted from the amount due on the sales receipt You can apply the tender type once or multiple times against the sales receipt This option also lets you specify the tender types that will automatically pop open the cash drawer at POS IMI Tender Types Pile Es i By gt F11 Report F12 Exit FIO Save Tender e Maintenance Tender Types allows you to add your own Tenders to be used within POS These Tenders will provide you the flexibility to track such things as Coupons Flyers etc
38. e for backup ji w Step 1 Backup Main Database Backup Destination Directory Enter directory to copy database gt ae Step 2 Restore Database on Report Server Restore Source Directory FrEBart Server REPORT E Start time Once a day 12 00 00 AM Ewer ft Periodically 60 Minutes Days FT Mon Tue Wed Thu Fri Sat o Sum Enter a Schedule name such as daily backup or copy Enter the Backup Destination Directory example C Program Files Retail ICE Backup Specify the time of day and which days to perform the backup You may want to create daily folders within your backup folder and set up a different schedule for each day For example under the Backup folder you could have a Sunday Monday Tuesday Wednesday Thursday Friday and Saturday folder then set up a different schedule for each day of the week making the destination folder that day and then check that day for the copy to take place That way you will have a backup for each day of the week O Inventory Item Types and Characteristics In setting up your product records there is a multitude of methods that can be used depending upon the type and characteristics of the items in your inventory The two main distinctions are items that come in a combination of colors and sizes but whose other characteristics such as price vendor department class subclass etc are the same such as apparel and shoes softgoods
39. e this terminology by clicking on the Default code line in the grid and typing a new code name You can also add define additional reason codes e Discount Markdown Return and Void these reason types are used at POS when a change is made in the Price field You must define at least one reason code for each reason type that you intend to use at POS Example Discount Quantity Purchase Markdown Discontinued Item Return Wrong Size Void Credit Denied L JE amp FE Insert F7 Delete AB Reason Codes Types Reason Type Description Adjust Levels P Reasons for making an adjustment to inventory on hand a Adjust Levels gt Discount Markdown Return Void Warehouse F10 Save F11 Report F12 Exit Reason O StarComm Scheduler Backing Up Your Database IT IS IMPERATIVE THAT YOU BACK UP YOUR DATABASE ON A REGULAR BASIS In the event of an operating system or hard drive crash your database could become lost or corrupted The StarComm Scheduler lets you set up a schedule to automati cally perform a backup Refer to Part II Office Chapter 5 Remote Operations gt StarComm Scheduler in the Retail ICE User Manual for instructions See Additional Retail ICE CD Features in this guide for information on accessing the User Manual 13 O Database Copy Utility This utility found under the Utilities submenu backs up the database by performing a SQLBase backup w
40. eating Special Orders You can create a receipt as a special order to be reopened as often as necessary with multiple tenders The items sold on a special order are treated as committed until the order is actually closed At that time the order is considered a sale and the on hand inventory is adjusted Special orders cannot be closed until they have been paid in full Sales receipts will display and print the header Special Order until the order is closed O Reopening a Sales Receipt When you reopen a receipt you will need to define the search criteria for finding the receipt When the Receipt Lookup screen first displays the cursor is positioned in the Last name edit box and the Include criteria are set to search for all receipts SI 56 gi Moceipt Lookup SS Search Information Cres Last name Phone Store no Include i all recalipie a ajira DO Halidi Finciipt IE Customer ID O Lamar O Returns O Sales Receipt Information waite G E Open 5 1 2120 2003 79 96 n 5 1302002003 16000 11 20 17 2 info E 121302003 110 06 T 11 Load Job 5 1302002003 199 00 1293 y Lag 0 00 000 Da 5 1212 2003 176 99 25 39 40 g TArTAKZUOZ 165 00 1155 171 5 1272003 165 00 0 00 15 EE IODO DODO EA ho 1A aos 12550 aya Val CoO OOO Ati 12r22 200 120 95 310 13 COON 000001 487 U 1373003 non M Nel na COMODI Dono 466 y 1203 2003 0 00 Odd dui CIONI INNO 485 E 1370003 44 19 315 48
41. ed above The item s retail selling price at POS however will always display as zero 0 The Cost and GP that you enter in the product record are only used for setting up the calculation for reporting purposes Enter 1 00 in the Cost field and your estimated GP for that department or category When you enter the applicable retail selling price at POS the system will take that price and calculate the gross profit based on the percentage entered in the GP field 33 O Description 30 characters recommend less if using small barcode tags O Model ID This can be used for a manufacturer s part number This is a user definable field Model ID as well as Style can appear on a PO O Department Class Subclass Use numeric codes when possible for Department 2 Class 3 and Subclass 4 use all one length for each For example with Department use two digits 01 02 03 with Class use three digits 100 200 300 with Subclass use four digits 1000 2000 3000 Q Location Helps identify where merchandise is located this is particularly useful in a warehouse to identify an exact aisle bin shelf etc Q Fabric Denim wool etc can also be used for material as in galleries e g glass china brass Season Helps identify marketing periods e g holiday back to school fall spring winter summer you may want to add the last two digits of the year as well e g Fall01 Spring01 Group Optional fi
42. eld that groups or categorizes merchandise for reporting Can be used to group merchandise by price point e g budget price competitive loss leader etc Category Where the product was made e g Made in USA Tax Which tax rate applies to the item X Y Pricing price breaks for inventory items when a customer buys more than one of an item e g 2 for 1 Cost Your cost GP Gross profit Retail Price Selling price Compare at Price your competitors sell at XY Price What is your 2 for 1 price Landed Cost Cost which includes freight and or duty other costs Original Retail Original retail prior to any markdowns Commissionable Item Check this if this item gets commission recommend leaving it checked 2 UPC Manufacturer s UPC code Model Inv Your optimum quantity on hand Average Cost Formula Average Cost old Average Cost on hand received cost items received On hand DO D OOOOUOLUUILUILUILLIUO Once you complete the input of the product use the Color button F8 to add the various colors for that item 34 DO Vendor Office BHE Product Sizes view Tons E Product Maintenance 7 m m s 0 e a mee ee Mir FaSk rioysave FR FAE Product Maintenance a Product Information LE Des criptio Bar 0 00 50 e eta dra i vom EB e EO 2 eee E E Retail Proce Code Bacoli Fa Cyro pema EEE Baa MENS Landed Cost 537 swn Ges er ETR can
43. er Maintenance J E E uj F2 Add Freq Buyer F5 Retur Value F7 Delete FE Cancel F9 Label FU Save Customer Maintenance F11 Report F12 Exit NI Frequent Buyer Reference IDs Notes UserDefined History Frequent Buyer Program Information Steve Melrose 3890 w Tropicana Ave Las Vegas NV 89102 Contacts Man ShipTo Credt Pricing Depart Purchases VF FREQUENT BUYER PRO Start Date Bass STA m M 05 23 2001 12 31 2002 MISCELLANEOUS 1 203 00 Department Point Matrix Dept Department Name Point Value Req d Purchased Points Accumulated ACC JACCESSORIES 1 1 00 I HOME HOME FURNISHINGS 1 JUNIOR JUNIORS 1 10 00 0 MENS MENS 1 1 00 2362 MISC MISCELLANEOUS 1 1 00 459 SHOES SHOES 1 it Purch Last Yr Purch YTD Purch YTD Returns YTD Purch Last Yr 0 00 Reference IDs 1 Frequent Buyer Maintenance Start Date End Date Buyer Code ey 09 23 2002 09 23 2002 Description Point value 4 Department Name Reg d Purchase ACCESSORIES GIFT HOME HOME FURNISHINGS 0 00 JUNIOR JUNIORS 0 00 MENS MENS 0 00 ooo OOO MISCELLANEOUS The Reference IDs tab is used to add unique reference IDs to a customer which can later be used in POS to quickly look up the customer They also enable you to assign a bar code to a customer w
44. er Summaries a Outstanding Fils Aa PO Maintenance ga PO Receiving ga PO Ship Methods a Receiving Query i M Tag Printing H Remote Operations Reports F8 Copy Employee Search Adams Pruitt i EM00001 000000001 System EMO00000000000000 Williams i 407 774 8098 1 EMO0001 000000002 O Advertisements This option allows you to set up source codes to help you track where your business is coming from Examples include flyers newspaper ads and yellow pages ads When the Register Options are set to Prompt for Advertisement these codes can be entered at POS dvertisement E DA E 1 Ed i Faj select FfjlEaneel AU saya NEWSAD Newspaper advertisement TELEMKT Telemarketing 12 DO Reason Codes Reason codes are used to predefine why a certain action is taking place when adjusting inventory on hand levels or at POS when changing the price of an item e g discounting or marking down items When adjusting inventory on hand levels you can apply the same reason code to all adjustments or apply individual codes to each product line that is being adjusted At POS when a change override is made in the Price field a Security Override screen displays and prompts you to enter the type of override and a reason code Reason levels include the following e Adjust Levels reasons for making an adjustment to inventory on hand The Default reason code is already set up You can chang
45. eras Steve Melrose try Customer Maintenance i 3890 W Tropicana Ave Yy Las Vegas NV 89102 Contacts Main Ship To Credt Pricing Frequent Buyer ReferencelDs Notes UserDefined Histoy Customer Ship To Information First Name HGE City Las Vegas Phone 2 r021444 31 32 Last Name Melrose State INV Fax Phone 702 444 31 39 Company 5JM Enterprises ZIP Code esi 02 E Mail steve sim com ES Address 3880 w Tropicana Ave Country USA x Customer Taxes Address2 Phone r021444 31 31 Taxes IV Main Shipping Address Default Tax KZ Ship to Addresses ai ly S State ___ZIPCode Phone ana Ave as Vegas IN 99102 Last Visit Purch YTD Purch YTD Returns YTD Purch Last Yr Purch Last Yr EEE E HMMM EK Credit To set up in house credit information click on the Add Account button or press F2 O An account number is attached and the Opening Date information is filled in The Last Payment Date Last Payment Amt Last Finance Chg Date Amt Past Due and Un posted Bal fields are automatically filled in and main tained by the system O If you want the customer to have an expiration date click in the Exp Date field and enter that date MM DD YYYY U Credit Limit Enter a credit limit e g for 1000 enter 1000 O Late Charge Enter a percentage if applicable used by the Assess Finance Charges option in Accounting O Terms Payment terms e g Net 30 O Restrictions o Charge R
46. es and Promotions detail from the Alias Table in each appli cable screen You can add new vendors in Product Maintenance Purchase Orders and Maintenance gt Vendor AE Vendor Maintenance Fa Add A FA Contacts E Notes E a Poe WA Site DO Save Aa K 8 Vendor Maintenance ps ima TT eee O Min Order E Sales Address Billing Address Vendor Type od EEE wasi wms RE cy AcctNumber SSS State Zip zz Ea Exp Acct EEE Phone Web Site WE Jai rx Po Tom Vendor Specifics d Contacts Q Notes Products Purchase Orders lt Promotions Contact Locator Contact EMail Address OUOUOUWUOD LULU Vendor Code Can be alphanumeric Vendor Name Who you purchase the product from Sales Address and Billing Address Enter phone numbers with area code first Gross Margin Percentage Information entered here will automatically be displayed in Product Maintenance when the vendor is attached to the record Vendor Type What type if vendor it is for example Clothing Utilities etc Terms What are your terms for example 2 net 10 Acct Number Your account number with this vendor Exp Acct If you are using General Ledger in Accounting enter the default expense account number here Web Site Vendor s web site address Min Order What is the minimum order I can order from this vendor Contacts Enter the vendor contact information phone fax and e mail Notes
47. estrict Requires manager approval at POS to allow the customer to charge to the account o PO Required This field will have additional functionality in future releases o Bad Check Alert Will not allow customer to make a payment on their account with a check o In House Acct Check this box if this is an in house charge account o Primary Account This field will have additional functionality in future releases and will allow a customer to have multiple accounts O Members You can add other customers as members which allows them to charge on someone else s account Additional members must have their own customer record set up first 3 Customer Maintenance J Lu F2 Add Account F5 Return value F7 Delete F8 Cancel F3 Label F10 Save o eras Steve Melrose yy Customer Maintenance 3890 w Tropicana Ave Y Las Vegas NV 89102 y Customer DENIM Contacts Man ShipTa Credit Pricing Frequent Buyer Reference IDs Notes UserDefined History In House Credit Information Account No Credit Limit 50000 Tems NET 30 2 Exp Date Late Charge 5 Charge Restrict ii imo MM POR Bad Check Alert Last Payment Date Acet Balans FS In House Acct Last Payment Amt 0 00 Un Posted Bal o sool JV Primary Account Ls Face Co se __ Revolving Charge TT Using Revolving Charge Last Updated A Min Payment Amt Late Fee Ma ate Min Payn t 0 Annual R
48. f you will have the same note on multiple products DO Product Sales Review SC E o ana lee n po aa fis i ai ma li aa ieo gt mz zj o bpa fumos iea This report provides quantity on hand on order sold this week last week 2 weeks ago 3 weeks ago 4 weeks ago and by season for a selected vendor and product style Product Sales Review A Report YA ir En Include Outstanding Layaways Jo UPC tor Store RW SHY DESCYIPUGTIE AEN SR AA O Store Stock Management Store Stock Management allows you to maintain minimum model stock inventory levels that will be used by Model Stock Reorder to automatically create PO s 29 30 POL fo fome fer Jr po smomess fis nl __ aa fes sooteooresee eo IL You can display or edit the following information per UPC DO OOOOOLOULULO Minimum model stock inventory What is your ideal stock level Minimum Quantity Minimum quantity reorder point Maximum Quantity Maximum quantity maximum level Unit of Measure Information purposes only Pack Quantity How many are in a pack or case future feature Discount Will allow a discount at POS On Hand read only How many you have on hand On Order read only How many you have on order Quantity Committed read only How many are layaways special orders or warehousing in transit
49. formation before you begin the process of entering data In the beginning try to create a series of umbrellas Move from broad departments to more focused classes and from there to specific subclasses Every item in your inventory should have a department assigned to it In addition if you plan to use classes and subclasses the system requires that you first define your departments then classes and finally subclasses At a minimum you should break your store up into logical departments from eight to 15 departments is typical System defaults include a Department Class and Subclass with the code of N A and description of None Let s Develop a Department Strategy Let s say you own a golf store and have in your store Clubs Ladies Apparel Mens Apparel Balls Carts and Accessories These will be your departments Now suppose you own a gift store and have in your store Stuffed Animals Greeting Cards Collectibles and Toys These will be your departments How about an educational store in your store are Stickers Poster Boards Games and Workbooks These will be your departments So when assigning your departments just look around your store and see the different types of products you sell Let s Develop a Class Strategy Your golf store has for departments Clubs Ladies Apparel Mens Apparel Balls Carts and Accessories Your classes for Apparel could be Shirts Shorts Pants and Skirts Your gift store has f
50. g box opens for you to select a logo to edit Click on the Save button and the logo opens in the Windows Paint program where you can edit it e Test Verifies the setup is correct prompts you for a keyboard test If you select Verifone PINPad 1000 these fields and button will activate e COM Port Enter the COM port number or click on the down arrow button and select the number from the drop down list e Default Message This is the message that will display on the device for your customer to see READY dis plays by default You can change the message to another message of up to 16 alpha numeric characters e Test Verifies the setup is correct prompts you for a keyboard test O If you want a message displayed on the pole at POS enter the applicable message Q If you want to define devices pole displays cash drawers and printers click on the Devices button POS Devices OF x lt a POS Devices Ual Save sg Exit Pole Display Setting Cash Drawer Setting Receipt Printer Setting Port v Port gt OLE for Point of Sale sz OE Driver z al Windows Printer Type Type Name CAMPRINTI gt Pott Type Test Test Test Prompt for Printer on Reprints O Opening the Register When you open the register for the first time each day you can define the drawer s opening balance Humeric Input Opening Drawer Balance O Creating Paid Ins Paid Outs and No Sa
51. hich when swiped automatically assigns the customer to the receipt 41 Customer Maintenance Frequent Buyer 11 12 2003 Notes The Notes tab is used to attach specific notes to the customer record by the specific note titles that you created in the Customer Note Titles screen If you select the Display in POS option box this note will appear as a pop up window at POS Customer Maintenance ana iena co DEFAULT Default Information E 03 09 2004 0 00 0 0 0 00 ZE We Goo t User Defined The User Defined tab is used to attach additional customer information to the field names labels that you created in the Define Customer Fields table Examples could be favorite color name brand size birthday anniversary etc 42 7 Customer Maintenance GENERIC i 11 12 2003 History The Customer Purchase History screen provides five options for viewing and or printing customer sales history 1 On the main History tab the customer s sales history by department is displayed on the screen in graphical form Customer Maintenance EM 100 ACCESSORIES E 2 490 MENS DD 1 209 MISCELLANEOUS BM 1 255 SHOES C 45 WOMENS 0 ACCESSORIES MENS MISCELLANEOUS SHOES 11 12 2003 0 00 0 0 0 oof 0 2 Click on the Purchases button to view purchase history detail including the receipt ID store number sales code cashier sales date sales associate UPC ship quantity departmen
52. hich copies the dbs file and all logs This feature can also restore a copied database Database Copy EM FEM ay Dat e Copy Heston Source mecha fe Restore bo Mala SEIWET fo Restore o Repo Sever RI Po Restore Ia slandlane Ris Click on the Run button or press lt F10 gt to start the copying process When the process is complete this prompt displays Click on the OK button You can also set this up to run automatically using the StarComm Scheduler To set up this schedule go to Remote Operations gt StarComm Scheduler 14 Ei Scheduler D x E 2 8 gt Setup Event log Logout Hide Scheduled Events Next Start Time Backup DBI Backup database 03 15 12004M MWF User is logged in 03 13 2002 09 31 AM A Click on the Setup button and this window will display Schedules Setup Backup DET Backup database J Execute scheduled Price Changes Note This option should be enabled on only one computer per store Click on the Insert button and this window will display Add new schedules Select a schedule type Accounting End of Day Backup Database Database Copy Execute a Program Pop up Message Report Star SQLBase Performance Utility Ok Cancel Select Database Copy then click on the Ok button This window displays Database Copy Schedule Save Exit Cancel Database Co Schedule Schedule name Default Options Copy main databas
53. iO I Name Sith John Address 200N Main City State L35 Vegas NV 59126 Last Pymt Date 10 22 2001 00 00 00 wa A ni 5 F5 Accept F12 Cancel POS REPORTING Sales History Provides graphical representations of your store s sales history You can select to view the sales history in one of these formats O Salesperson O Department O Day of the week O Vendor x dl Sales History Viewer Sales by Salesperson 2004 Available views EM 7 395 SYSTEM SYSTEM Choose Report Options HMM 73 Sensei Jessica by Department 110 000 1L104 348 J 104 348 MORRIS MARK by Day of Week AA EM 12 467 LOY CORNELIUS by Vendor To 1702 2001 100 000 L 21 288 PATING ELIZABETH faa Wa aa E 172 ABRECHT EDWARD n cous JB NONE E 10 160 BRANDT JOSHUA i EE 539 BIANCHI TONY ii cee pseK ep EST i EM 115 956 SHA YER LISA RW Gradient 60 000 f EM 317 GILRONAN REGINA ceca Nuccio E 40 832 VAZQUEZ MARK e ana lei EMI 70 222 GARCIA XAVIER EB Print 40 000 EE 11 475 VMNIARZ JASON sane Wal 27 298 lees 5 28 093 RIZZI GINA ere EN 3 631 Gursha Danielle SICA 10 160 Wg 68 972 BUSCH ALLISON 10 000 la q EM 530 emp4 emp4 SYSTEM SYSTEM BRANDT JOSHUA Q Ok gt Cancel Beginning date of report C Hour Today Week Month gt Close View this year Department Sales Summary Provides sales history information including the sales code sale
54. ick on the Preview button to view the report or the Print button to print the report Yendor Reports DI IM Show Zero Activity Curent Vendor Select Report vendor Summary Report Vendor Detail Report Contact Listing Product Listing f Show All Products web teme Orly E Open Psy Purchase Order Listing e Al Purchase Orders E Urpozted Purchase Orders Walp Posted Purchase Orders Only E Back Ordered Purchase Orders Orly Closed Purchase Orders Only Promotion Listing fe Al Promotion Active Promotions Expired Promotions Future Promotions a Preview Eiht Exit O Product Notes Product notes can be entered directly through Product Maintenance under Tools gt Product Notes 28 n PALE Minded ive Lal KU MM DO ama fis TE Jemaoess pie E CO fis E p Eeee ie E Tr Jaros m E 0 F Youth Logo Cap NIKE Nike Inc 5 00 10 00 Youth Clothing Note to print on receipt Notes can be used for Extended Description Displays at POS when you use the search function to select the product Note to print on receipt Will print on the receipt for this style Suggested selling prompt Displays to the clerk for suggestive selling Available to print on tags from Tag Printing Prints on the price tag You can set up templates for your Product Notes which is beneficial i
55. les Paid In Numeric Input gt Amount Paid In 50 Paid Out Humeric Input lt gt Amount Paid Out No Sale Pops the cash drawer O Closing the Register and Balancing the Drawer When you close the register all cumulative sales information from the time the register was opened until the time it is closed is detailed on a Register Balance receipt that you can display and or print When you balance the drawer all count coin bills checks gift certificates credit memos and other information is detailed on a Cash Drawer Balance receipt that you can display and or print You have the option to close the register without counting down the drawer Register Balance Count Amount Count Amount Pennies fa pia o Dollars E o Nickels 1 15 Twos p ooo Dimes 1 00 Fives Bo Aso Quarters WEF Tens Bo E Half Dollars pesi 1 00 Twenties Foo fano 554 Fites m oo Hundreds EA fono Total Bil ET Credit Cards Visa fa AMEX 0 00 Other CC s Mc 00 00 Discover 12 28 0 00 Others Checks 261 733 Gift Certificates po Credit Memos po 0 t Others ooo 0 Drawer Total EEE Save Cancel Dm ec e e eo e _ 2Isjx Cash Drawer Balance Date 17 29 2004 Time 0 10 47 PH Register ID AGOOOCIO00000019 Pennies Nickels Dimes Quarters Hlf Dlrs Dollars Twos Fives Tens Twenties Fifties Hundreds 51 ENTERING PRODUCT INFORMATION IN THE POS SCREEN You can manually enter
56. ng Sales Receipts 55 Ungues Product SACS ieri E R EES 56 IIIA SAIC II E E 57 LOI RR AA 61 In House Customer Accounts iii 61 POS R DON IE sra PRE PRA IRE VOS SR OR E A 62 THINGS TO Know BEFORE GETTING STARTED As you define each of your inventory product records you are setting the foundation upon which the rest of your Retail ICE system is based Careful planning will help ensure you the best overall results This section contains important information you need to understand before you begin setting up your records Checklist for Success Read the information discussed in this section carefully As you gain an understanding of each topic mark it off of the checklist below When all of the boxes are checked you are ready to install the Retail ICE software and set up your store information Relational Database Structures Training Mode Store Setup Taxes Tender Maintenance Employee Records and Security Profiles Advertisements Reason Codes StarComm Scheduler Backing Up Your Database Database Copy Utility Inventory Item Types and Characteristics Product Numbering Strategies Categorizing and Reporting On Your Inventory Product Maintenance Alias Table Size Codes Pictures Vendor Types Vendor Maintenance Reports Product Notes Product Sales Review Store Stock Management Price Levels Gift Certificates Gift Certificate Product Records Open PLU non inventory Product Records Vendo
57. nt with the message Training Mode You can use a copy of your main database as your training database Complete detail on the Training Mode is found in your User Reference Manual The database engine SQLBase server must be closed down whenever you turn the training mode on or off Training Mode E gt FU Save F12 Exit Training Mode Training Mode allows programs to temporarily use a training database This feature allows for training to be completed without modification to the main database When Training Mode is enabled programs will display reminders that the computer ie configured for training and all receipts will be printed with a Training Mode notification When you click in the Training Mode option box and click on the Save button or press F10 a prompt will display asking you to confirm that you want to enable Training Mode If you click on Yes the system will ask for a password You must have a manager s password in order to use the Training Mode O Store Setup The Store Setup option lets you create and maintain store information name address phone square footage monthly rent and IP address and port e Store Setup Pi fei ES amp gt F11 Report F12 Exit Store Info EO Store Info Store Information Address 5101 Sanderlin Ave 104B City Memphis State r N ZIP Code 381 17 Phone 901 767 2379 Fax i801 767 2380 Sq Footage I 1414 Monthly rent
58. of purchase orders will appear AE Vendor Maintenance See ET Vada Maintenance Vendor Identification uu Vendor PROSP PROSPORT EQUIPMENT CO aemp ST 50 Pit 0 00 Sales Address Billing Address Vendor Type DF JE Jefault supplier type Address fo BOX 646464 Terme Due on Receipt 0 Days City LOS ANGELES Acct Number State Zip a som EEE Es i Exp Acct Do a Phone as Tee sits FAX li i EEE ETA Educa gt Purchase Orders gt Promotions PO Locator 110087 Search Options Show All Unposted Posted Back Ordered Closed PO Number Meat pis isa By OtyOrdered QtyRevd Revd TotalCost TotalRetal Status 110087 07 29 2002 08 28 2002 08 28 2002 0 ol 0 00 0 00 0 00 UNPOSTED 1 PO Totals 0 0 0 00 0 00 0 00 Promotions A listing of promotions will appear AE Vendor Maintenance BRE Vendor Maintenance pa Ca PROSPORT EQUIPMENT CO Gross ceva BM 50 Min Order B 0 00 Sales Address Billing Address TTT Vendor Type pr JE erauit su pe Address fo BOX 646464 Terms Due on Receipt 0 Days City Los ANGELES ooo Acct Number State Zip Aa 80011 Exp Acct Phone apo I JE Web Site FAX I ls rr _r _o Promotions Product Locator Search Options Show ll Active Expired Future Style I Description Start Stop Cost Status Alternate Vendor
59. ond product record with Style number 2 and attach Department 02 to that record Note Define products as Open PLUs only if you do not want to track inventory on hand values but do want to track sales dollars Although inventory product records for Open PLUs are created the same as any other product record pay particular attention to the following You must mark the Open PLU option box Marking the option box tells POS to allow the description to be changed and that a retail selling price must be entered Open PLU items always display a retail selling price of zero 0 when the product is entered in the POS screen You must define the Style Description Vendor Department Size Code and Color fields These field entries are required to save the record In addition it is recommended that you have a Vendor record set up with a code of 0 and the name Misc Vendor and that you define at least one department You must enter the Cost and Retail Price In a regular product record you will enter Cost and the gross profit percent GP that you expect to earn For reporting purposes the cost entered is considered COGS cost of goods sold Once the Cost and GP are entered the system automatically calculates and displays the Retail Price This is the retail selling price that displays at POS when the item is sold In an Open PLU inventory product record you will also enter the Cost Retail Price and or GP as discuss
60. or departments Stuffed Animals Greeting Cards Collectibles and Toys Your classes for Collectibles could be Precious Moments and Beanie Babies Your educational store has for departments Stickers Poster Boards Games and Workbooks Your classes for Workbooks could be Reading Writing and Arithmetic So basically all you re looking at when setting up your classes is narrowing your departments down a level Let s Develop a Subclass Strategy Your golf store has for departments Clubs Ladies Apparel Mens Apparel Balls Carts and Accessories Your classes for Apparel are Shirts Shorts Pants and Skirts Your subclasses for shirts could be Short Sleeve and Long Sleeve Your gift store has for departments Stuffed Animals Greeting Cards Collectibles and Toys Your classes for Collectibles are Precious Moments and Beanie Babies Your subclasses for Beanie Babies could be Large and Small Your educational Store has for departments Stickers Poster Boards Games and Workbooks Your classes for Workbooks are Reading Writing and Arithmetic Your subclasses for Reading could be 5 6 7 9 10 12 etc The purpose of setting up your subclasses is to further breakdown your class structure It is not mandatory to set up classes or even subclasses but it does help to organize your database and helps you to drill down on which types of products are performing better for you 18 Color Codes Every item in inventory must have a color code at
61. or scan in the product UPC SKU or Style to begin the sale The entries can be alpha alphanumeric If you do not know the UPC SKU or Style you can use the search function to locate and select the product s to sell If the product has more than one UPC a multiple Products List displays and you can select the correct product from the list In addition you can use the Product Information Lookup feature to display additional detailed information about the products you are selling O Alpha Alphanumeric Entries If you enter alphabetical or alphanumeric style numbers in the UPC SKU Style field you must also enter a period immediately preceding the first alpha character O Multiple Products List When you enter a style number with multiple UPCs attached the multiple products pop up list displays UPC Selection More than one product with style 104 exists Choose from the list below or press Esc EEE SSIS EG GE GI 400100000472 CROSSTRAINING U BLU JE Jadida A 4001 0000041 0 CROSSTRAINING 400100000427 CROSSTRAINING 400100000434 CROSSTRAINING 400100000441 CROSSTRAINING 400100000458 CROSSTRAINING O Product Search Function You can search by description size vendor code style code etc or a combination of options SS Search Criteria for Products SE Desc dA Search dA Search En Description EE Vendor 8 De MENS sie 2 Style 8 oe E EJ na Medio Li ko 2 cal 2 Soto a r Search Results 28 Produe
62. r Customer OOOUCOUCOOOOCOUCOUOCOOUCOUCOUCOUOUCUCLL NEED TO Know Topics Even though you have not yet installed the software we want to discuss the numbering and categorizing of your inventory to get you thinking about it before you do These topics will be covered again in the Setting Up Your Store section of this guide as well as in your User Reference Manual Don t worry if you do not understand all of this right away it will make more sense when you start entering inventory and you will know where to go to refer back to this important information O Relational Database Structures Retail ICE was designed with a relational database In a relational database structure once purchase order and sales history detail is attached related to an inventory item it cannot be deleted without destroying the historical integrity of the database Therefore itis VERY IMPORTANT that you set up your inventory correctly the first time as once you place items on purchase orders and sell them you cannot delete related information from the database O Training Mode This option allows you to temporarily use a special training database for training and testing Using this training database prevents the integrity of your primary Retail ICE database from becoming corrupted When the training mode is enabled messages are displayed in the various programs reminding you that the computer is configured for training and all receipts created at POS will pri
63. rd The purpose of the SKU number is to assign a short number which can be helpful for selling items at POS when you are not scanning as well as when taking physical inventories O Categorizing and Reporting on your Inventory In addition to Style Model ID UPC and SKU the Inventory program offers you a multitude of ways to categorize and report on your inventory This includes a Department Class and Subclass hierarchical structure that allows you to only see those classes assigned to a specific department and those subclasses assigned to a specific class Other fields available to categorize your inventory include Vendor Category Location Fabric Season and Color Each offers virtually unlimited choices All codes entered can be alphanumeric to allow for meaningful descriptions However if using strictly numeric codes be sure to create codes that are the same length when you set up your departments classes subclasses etc In other words if you will be using two digit department codes all single numbers should have a leading zero e g department should have a code of 01 By 17 the same principle if your classes are three digits class 1 should have a code of 001 This is important because the system left justifies numbers during its sorting processes If you use alpha codes sorts will be in alphabetical order so this would not be an issue Department Class and Subclass Codes It is important to organize your inventory in
64. s O Print payment lines Each payment type cash check and credit cards used in tendering the sale will print as a separate line on the sales receipt O Print payment history If the Require customer information option box was selected and you also select this option the customer s layaway payment history will print on the bottom of receipt by date and dollars O Print discount The regular price and amount saved will print on the sales receipt when a discount is applied to the sale of an item Q Print policy The policy and or layaway statements you define will print on the sales receipt O Print Sales Associate This will print the salesperson on the receipt Q Print Style on Receipt The sales receipt is defaulted to print the UPC number for each item sold If you select this option the style description will print rather than the UPC O Use 8 5 X 5 5 Receipt If selected this will be the size of your receipt and it will print on a dot matrix printer O Prompt To Print You will be prompted to print the receipt after tendering 47 48 Number of receipt copies Defines the number of sales receipts to print once the sale is tendered No of Signature Slips Defines the number of signature slips to print for in house credit and credit card transactions Additional layaway copies This will determine how many copies of the layaway receipts will print Policy statements If selected you will have two options when printing st
65. s source code Print Tags on Return A POS Tag Printing window will display after a return is tendered Default to Product Inquiry If selected the Product Search window from Product Inquiry will display Max Selling Price at which to prompt for verification Allows you to set a dollar limit in the Price field at which the system will automatically prompt for verification of the price entered This can prevent erroneous amounts from being entered in the Price field Print Options Register Profile x P Register ID and Settings e Print customer name Prompt To Print I Print Cust Addr Number of receipt copies 1 Layaways and Special Orders Orly i f e Print payment lines Mo of Signature Slips 0 Print payment history Additional layaway copies 0 Policy statements 4 Print discount Policy Statement Layaway Statement I Print policy F Print Sales Associate Returns Accepted Within 30 Days With e Print Style on Receipt EE Receipt Use 6 5 5 5 Receipt E Custom Print 80 Column Only Start ao Lines to Pinto Lines Page 0 R DE Close Q Print customer name If the Require customer information option box was selected in the Register Options and you also select this option the customer s name will print on the sales receipt Q Print Cust Addr You can specify the customer s shipping address to print on layaway and special order receipts printed on 40 column and 80 column printer
66. size the Vendor code for miscellaneous and the Color code for no color Certificates can be set up as open PLUs so you can fill in your own amounts at POS We recommend that you create a gift certificate department for reporting accountability then assign that Department number to the gift certificate product record Issuing selling gift certificates at POS is a two step process First you must create an inventory product record Second you must select the style number from the product record to make it active You can have multiple certificate product records active at the same time If you are planning to issue gift certificates and then redeem them as a tender type at point of sale you must first create a product record for the gift certificates Gift certificates must have a PLU assigned For example you may want to use Style 99 Have a department setup for gift certificates with a miscellaneous vendor use N A for color and size 31 E Product Maintenance X GA III F3 Search F5 Tags dd Product Maintenance 0 Hints Product Information Product Pricing and Statistics __ Product Picture Style 2 Edd F6 Insert Description Cost 51 00 Avg Cost 0 00 ec E SIFT CERTIFICATE COE GP 0 Markup Z MISC NOH VENDOR Retail Price 1 00 Gty Last Recd Ig Model ID Compare At 0 00 Date Last Recd essi 7 webltem Type Z Kis xv Price ons aeunti HH
67. t description size subsize retail price selling price cost and tax You can enter a beginning date and an ending date to filter for purchases in that specific date range Customer Purchase History Melrose Steve 3890 w Tropicana Ave Las Vegas NV 89102 Sale Sale 05 21 2001 11 11 20 05 21 2001 11 11 26 a gu 400100000915 MOC TOE OXFORD SHIPPING FEE SHOES MISC Special Order 08 15 2001 09 48 11 40010001 8880 NIKE DRI FIT POLO MENS Sale 09 25 2001 09 09 36 400100011690 TOMMY BAHAMA FLORAL DAZE C MENS Sale 09 25 2001 09 09 37 400100011713 TOMMY BAHAMA FLORAL DAZE C MENS Sale 09 25 2001 09 09 38 400100011737 TOMMY BAHAMA FLORAL DAZE C MENS Sale 05 10 2002 21 55 41 400100028377 Cole Haan Coco Sandal SHOES Sale 05 10 2002 21 55 41 400100028230 Cole Haan Janey Loafer SHOES Sale 05 10 2002 21 55 41 400100026892 Cole Haan Calhoun Oxford SHOES Sale 05 10 2002 21 55 41 400100026557 Cole Haan Air Shain Sandal SHOES Sale 05 10 2002 21 55 42 400100011737 TOMMY BAHAMA FLORAL DAZE C MENS Sale 05 10 2002 21 55 42 400100011829 TOMMY BAHAMA PRINCE CAMP MENS 05 10 2002 21 55 42 400100012024 TOMMY BAHAMA FISHBONE SHOR MENS EN 4 Click on the Serial Purchases button to view information on all items purchased that ha
68. ta EE FF Commssionalie bem Subolass CASUAL ESTES FF Update Price on Cos Change Zire Code jm GENERIC S XXL SONA gt RR ES ETR ear EMI RR ee I TT fs 200100015589 1620 Ee St O 400100018583 1621 em 2 EEE omoes 0 Dett Taer FI BE MI id a VA a amp F3 Tags F lmeml FT Delete FE Solr FS S eck FI Sme Fit Reworl FIBER _Bintenance PG Pn nd one RAE er Avg Ceo MPIGUE TOLRNAMENTSHRT com TE FS DI EN pere TA GtyLost Recd Compare AL 5000 Cate Last Recd EEEH a So xvPice HOT ss HH Landed cost roxy sam z p Grigia Rete STO FF Comment tem fe Update Price on Cont Changa Produet Size Information Add Piare Cube Feriye Picture Cuki idd Code FE coo M e oo O erem 5 cuo or EEE eines 1EAT E moomia EIA I jA ST TCC EEE 1515 5 ji 00 10001 8569 1620 Ir UE 1 00100018583 1621 irl LL Semon cum REE 0 apotooozosst o F Tax Dein Tree PI Make a copy of the current product NUM The Vendor option allows you to build a database of vendor information and contacts The Vendor Maintenance screen includes five separate tabs including Contacts Notes Products Purchase Orders and Promotions As you define the Contacts and Notes screens the system will automatically display Products Purchas
69. table O Pictures 256 colors maximum If you are planning to attach pictures in the product employee or customer records you should create a folder on your system for storing the picture files Once a picture is attached to a record the system takes a copy of the picture and stores it in the database Be sure that you use pictures that do not exceed 256 colors to ensure that they will display properly on all computers In addition we recommend that pictures have the file extension of jpg O Vendor Types This option allows you to create a table of vendor types and descriptions to attach to your vendor records Examples of vendor types include types of products that the vendor sells or for which the vendor is an inventory supplier Maintain Vendor Types lt Maintain Vendor Types Find a vendor Type Vendor Ty Description Acctt Supplier aj CLOTH Clothing EQUIP Equipment MISC Miscellaneous UTIL Utilities LI hd Vendor Type Description Acct No JA fa Supplier gt O Vendor Maintenance Reports The Vendor Reports menu provides multiple options for creating reports You can include all vendors or just the vendor you selected on the Vendor Maintenance screen and you can select from six different types of reports The Purchase Order Listing Product Listing and Promotion Listing reports offer additional report breakdowns Review each of the options and simply click on your selections then cl
70. tached to its product record even if it is no color The system includes a default code and description of N A in the table When creating your colors keep the following in mind e Try to define the simplest list of colors Make sure your lists are complete enough to provide the information necessary for your business when reports are printed Start out with a list of basic colors around 25 50 should be adequate for most stores You can add more colors later if necessary e Avoid the use of trendy color names e You may want to follow one of the industry standards for color numbering wherein all whites begin with 1 all blues with 4 all reds with 5 etc We recommend that you create a color called assorted and assign it number 99 Use this color for items that come in assorted colors Category Fabric Group Location and Season Codes The Category Fabric Group Location and Season codes are optional fields that group or categorize merchandise for reporting You may want to use Group to group your merchandise by price point e g Budget Price Competitive Loss Leader Market Price etc and Category to categorize your merchandise by a made in location e g Made in USA Made in Italy etc Location codes can be used to identify the area in your store where particular merchandise is located Season codes can be used to define your products if they have a seasonal nature If you assign a season to
71. tis D Heim snedel l Cancel rs the Spacebar bo toggle reflection 52 O Product Information Lookup Feature Use this feature to view additional information about a product that you are selling Ba sa Item Information STYLE 115900 VENDOR NO TIMB UPC 400100000540 DESCRIPTION Leather Weathered Bomber DEPARTMENT MENS SIZE L CLASS OUTERWEAR SUBSIZE SUBCLASS CASUAL COLOR BROWN ON HAND 40 COMMITTED 0 ON ORDER 0 MODEL STOCK 4 OnHand On Order Committed Model Inv Min Qty 10 0 0 1 2 Sales Two 3 Store Three MODIFYING THE SALES RECEIPT As you create sales transactions you can change the quantity sold price tax rate subtotal and total In addition you can attach customer detail to the receipt credit sales to multiple sales persons and add notes to the sales receipt record O Changing the Quantity Click in the Qty area and change the quantity or use your arrow keys O Changing the Price Click in that area or use your arrow key and change the price If the employee changing the price does not have authority to do so the system will stop and ask for a name and password of an associate who has security rights to override a price O Changing the Tax Rate On single items on the sales receipt or to change the tax rate applied to the entire sales receipt press the T key The taxes screen displays Taxes mja Ea f ES DI G F2 add F Delete F6lTaxRates F10 Save
72. to attach the customer discounts that you set up in the Customer Discount Matrix table In that table you created discounts by a percent level or cost plus percentage Once the discount information is attached to the customer s record they will receive the discounts at POS Style level discounts are set up in the Price Levels option in Inventory 7 Customer Maintenance O J ro F2 Add Price Code F5 Return Value F7 Delete F8 Cancel F9 Label F10 Save F11 Report F12 Exit m eras Steve Melrose customer Maintenance od i gt Customer DELIO NN EZ Las Vegas NV 83102 y Contacts Man ShipTo Credit Pricing Frequent Buyer Reference IDs Notes UserDefined History Department Type of Discount or Level Purch YTD Returns YTD it Purch Last Yr Purch Last Yr Purch YTD Frequent Buyer Discount Matrix x 3 i z Em F2 amp dd Code F3 Delete F5 Cancel F10 Save F11 Report F12 Exit E or Level Type of Discount Discount Cost HOME FURNISHINGS The Frequent Buyer tab is used to attach the frequent buyer detail to the customer record As the customer makes purchases the cumulative sales totals by department are displayed in the Department Purchases grid The Department Point Matrix grid shows the points accumulated between the Start Date and End Date not the points used 4 Custom
73. ve a serial number attached im Serialized Purchases 3890 W Tropicana Ave Las Vegas NV 83102 MOUNTAIN BIKE 43 5 Print a Purchase History report that includes UPC description size subsize sales code quantity retail price selling price and sale date If the customer has a credit account s this information will be displayed Print Preview fame F mah sm Purchase History for Smith John VITRO TEST AM Pays 1 4 ee DES ETTORE DZE SUIT BLE Al A i L pis STEIN WORST IRE k heiii 3 BLT FE E GAFA CAT ALT MEK ili A 1 I peach ba IO AM eT abi beii Li ELENE CARGO P ATA TAH E i id EHN Mee AT E ur TEMP Ere ERE M Mura KUTI i i quad MES BANA RT 424 Hoa O HERE ITRETEH TARL FLAT FR GEE ka Hua PH HNHH BIS E ES aliishi ibi HET TARN DPI ACTH CHEIT IERTI ALL r Hi a p ki MEZA Ee dih keii HL FMSS SE MAH POET DHE L Hi Be MEAN IT EE CA RT Ranma Ora Mor Pham mari rm LUF L E he jem mee od Il BALA PTT AA QUIT ME akk LI L k _ B j MALE ZIA dih Mid 1 3 PUTIH FE E GAFA cee ALT ME ii LI L p MALE eT dih haii ti ELENE CANE P ATA TAH EJ grs da Bda dtt UT PT deb beled DSS TSE Ge PER De pre ala i Jia JH HALS Hos is Mor RABI Farman Cinrur Pate oe MM E 4 essa SENNA a OMA T abile kaii ti fil i DPC PE un a z Hi Be Ba eT abile kaii ti Bal i EAR PE un a z mu eM OSA HHT abile Lidar DEA TAH MET ME Hi i pas queda ETEME IT dih isha HERL Kenneth Coda Pat Fr rrt Passi EN ET M zi

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