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User Manual - KolobKreations

1. added or the clerk may simply enter the account number to which the new customer would like to be added The clerk may then press the Lookup Members button The system will search for all customers on the specified account number or with the specified last name and display them in the Block Wood Members Lookup box A search may also be done by phone number The clerk may then select a member of the same account to which the new member would like to be added This will auto populate the remaining fields in the Lookup Previous Account section The New customer information may then be entered and then added by pressing the Add Customer button This will save the customer to the selected account This new member will now be in the database and have purchasing and renting privileges Multiple customers may be added during the same session All changes will be automatically updated in the database and available and accurate for immediate use The system does not currently support updating customer information Figure 1 Check out Transaction GUI BlockWoodVideo BlockWood Video Account Management Logged in as Ben Robinson Employee ID i New Account or Customer Lookup Previous Account BlockWood Members Lookup Create New Account Add Customer z Last Name Fist Name r 7 i Smith Judy New Customer Information Smith Bill Gaskin James First Name Dr Phone Number Account Last Name Albrecht 801 836 8947 123456
2. by Group 14 RANS Refunds may be applied to any sale item sale videos and refreshments A refund transaction may be a stand alone transaction or part of a rent sale transaction From the default screen the account and member must be selected Then the clerk may either go directly to the Refunds section or if transaction line items have already been added to the transaction the clerk may press the Refunds button located above the transaction box This will bring the Refunds section into view The customer will need to provide a receipt of purchase when refunding any item The clerk must enter the transaction number from the receipt When the Look Up Transaction button is pressed the system will look up the transaction in the database and display all the transaction lines from the transaction in the refund transaction box The clerk may select the item which the customer desires to return When the clerk presses the Return Item button all current transaction lines in the main transaction box will be cleared and the refunded item will be added to the transaction The clerk may then add any items to be rented or purchased to the transaction To complete a refund and transaction the clerk must press the Make Payment button This will put the item back in inventory and save the transaction information to the database Figure 1 Check out Transaction GUI BlockWoodVideo File Rentals Accounts Orders Reports Help Bl
3. 7 Phone Number 555 5555 Lookup Members Clear Search Get Account Summary Address 1234 Evergreen Terrace AAIR Zip Code 76904 Account Account Members City Springville State UT Add Customer Cancel Membership Type Change Account Info New Account Information Owner Credit Card Number All new accounts are free memberships Name on Credit Card To upgrade an account it may be purchased thi les t ion Expiration Month rough a sales transaction Expiration Year Created by Group 14 CALDGPABLITIES Create read and update abilities are also available for the following rental video conceptual video store product and store product These items may all be created read and updated in their respective table management windows These windows may be accessed from the default screen Go to the menu bar and click on Inventory Management The clerk may then select the inventory that needs updating or adding to from the drop down menu This will take you to the Inventory Management window of the selected inventory The clerk may then either choose to add or modify an item To add an item the clerk must press the Add button This will open a window with empty text fields in which the clerk may enter the item information To save the new item to the database the clerk must press the Add button This will automatically update the inventory To modify an existing item in the i
4. Item button is pressed the item will be added to the transaction and displayed in the transaction box If a customer decides he or she does not want to purchase an item after it has been added to the transaction the clerk may select the transaction line in the transaction box and then press the Remove Selected Item button This will effectively remove the transaction line from the transaction Making the Payment The subtotal and total will be updated and accurately displayed in the Totals section each time an item is added to the transaction When a member is ready to make a payment the clerk should invite the customer to pay off their balance Even if the member would not like to completely pay off their balance he or she must pay off all but the maximum balance limit designated by the store before renting or purchasing any items After the clerk enters the amount tendered he or she may press the Make Payment button to display the change that should be given back to the customer Once the Make Payment button is pressed the transaction is complete and saved in the database Figure 1 Check out Transaction GUI BlockWoodVideo File Rentals Accounts Orders Reports Help BlockWood Video Returns Transaction Logged in as James Christensen Emple 7 Lookup Account Member Last Name First Name Phone Number Account Smith Bill 801 836 8947 1234567 Lookup Members Clear Search Create New Accoun
5. LEERIVANLAL Blockwood Check out and Management System e Check out Transaction Functions e Check in Videos e Refunds e Membership e Accounts e Customers e CRUD Capabilities e Fees CHEK QUT TRANEAOTICNIFLNOIOS A check out transaction encapsulates several steps including a selecting the member b adding items to the transaction and c making the payment Below you will find a description for each of these processes Selecting the Member The screen shown below is the default screen at the check out counter From this screen the clerk can perform all basic check out functions The clerk enters a last name first name phone number or account number in the designated box When the Lookup Members button is pressed the system will then search accounts based on this criteria If the clerk entered the account number only the members on the account will be displayed in the Members List when the Lookup Members button is pressed If the clerk entered the last name of the customer then all customers with that last name will appear in the Members List The clerk may then select a member from the list to initiate the transaction Adding Items to the Transaction Rentals refreshments sale videos and premium memberships may all be added to the same transaction as separate transaction lines The clerk should specify a quantity in the respective box and a serial SKU number for each item in the transaction When the Add
6. gins Shaboygan 10000022 i Glory Road Shaboygan 10000023 in 18 Minute Lord of th New DVD Shaboygan 10000024 i Pirates of the Caribe Shaboygan 000025 i Just Like Heaven Shaboygan 10000026 i Best of Dr Hansen S Shaboygan 10000027 in New ___ Shaboyqan le 1 1 1 L it 1 ii it i 1 ii i 1 it FES Fees are charged for late rental returns and delinquent rentals rentals not returned within one month of check out date Fees for late rental returns are automatically charged to the account and added to the account balance when a rental is returned Delinquent rental fees will be applied when a search is made for delinquent rentals To search and charge for delinquent rentals go to the menu bar at the top of the default screen Click on the Rentals menu item Select Charge for Delinquent Rentals from the drop down menu The system will then search for all rentals which have not been returned which have a due date of one month or more previous to the current date The account credit card will automatically be charged for the delinquent rental The fee is equal to the video purchase price
7. ll expired memberships and automatically charge the account credit card for renewal The expiration date of the renewed membership will be updated expiring one month from the expiration date of the customer s previous membership If a customer would like to cancel a membership they can simply purchase a Free Membership item This will set the membership level of the customer to Free Essentially they have no premium membership advantages ANS Accounts are mandatory for all paying customers Accounts keep track of all customer information such as Address Customer Names Credit Card Info Membership Type etc An account number seven digits is required for all purchasing renting or refunding transactions To create a new Account from the default screen go to the menu bar Click on the Accounts menu item Select Create New Account from the drop down menu This will take you to the Account Management window The clerk must select the action he would like to perform either Create New Account or Add Customer The clerk may then enter the relative information for the new Account To save the new account the clerk must press the Save button Once the Account is saved the clerk may add additional customers to the account Adding new customers is covered in the section below titled Customers The system does not currently support updating account information Figure 1 Check out Transac
8. nventory the clerk must press select an item from the list of items in the inventory which are displayed in the inventory table The clerk must then press the Modify button This open a window with text fields already populated with the item s information To change the information the clerk must simply click on the text and modify it The clerk must then press the Modify button This will save the changes to the database and will be immediately reflected in the inventory display Figure 1 Check out Transaction GUI BlockWoodVideo BlockWood Video Inventory Management Add Rental Video Modify Rental Video DB Maintenance Serial Title Release Type Video Category Store 10000001 _ in The Grinch New Dvo Shaboygan 10000002 i Tron New DYD Shaboygan 10000003 i Star Wars New DYD Shaboygan 0000004 i Monty Python and th New DYD Shaboygan 0000005 i The Sixth Sense Shaboygan 0000006 Signs New Mi Shaboygan 0000007 i The Little Mermaid Shaboygan 0000008 lin The Princess Bride New Dvo _ Shaboygan 0000009 i Happy Gilmore Shaboygan 000010 i Dumb and Dumber Shaboygan 000011 i Airplane Shaboygan 0000012 in Black Sheep nis EL Shaboygan 0000013 i Rocky Shaboygan 000014 i The Karate Kid Shaboygan 000015 i Just Friends Shaboygan 0000016 in King Kong lew E Shaboygan 0000017 i Walk The Line Shaboygan 0000018 i Yours Mine and Ours Shaboygan 10000019 i The Lion King Shaboygan 10000020 i Tarzan lev WD Shaboygan 10000021 i Batman Be
9. ockWood Video Returns Transaction Logged in as James Christensen Logout Lookup Account Member Last Name First Name Phone Number Account Lookup Members Clear Search l Create New Account Blockwood Members Lookup Transaction Smith Bill Quantity Serial Sku J1 C Add Item Totals Remove Selected Item I Quantity Description Sku Serial Due Date Price 1 The Grinch DYD New 123456789123 4 50 Get Account Summary Account Information Account 1234567 801 836 8947 123 Smith Returns Oakley Idaho 83346 Transaction ID l Lookup Transaction Return Item Cancel Membership Type Free Membership Quantity Description Sku Serial Due Date Price Account Members The Grinch DYD New 123456789123 a Smith Bill 1 Gold Membership 04 30 00 Smith Judy 1 The Karate Kid 10000078 Friday 4 50 Gaskin James Add Customer Update Account Created by Group 14 MEVEERSHPS Memberships may be purchased at check out They are treated like any other sale item The SKU is entered into the serial SKU box and then the Add Item button is pressed Complete transaction by pressing the Make Payment button Memberships can be automatically renewed and charged to the account credit card To do this from the default screen go to the menu bar Click on the Accounts menu item Select Renew Expired Memberships from the drop down menu This will search the database for a
10. t BlockWood Members Lookup Transaction Smith Bill Quantity Serial Sku j1 C Add Item Returns Remove Selected Item Quantity Description Sku Serial Due Date Price 1 Just Like Heaven 10000089 Friday 4 50 1 The Grinch DYD New 123456789123 4 50 Get Account Summary ji Gold Membership 04 30 00 Account Information Account 1234567 801 836 8947 123 Smith Tik Oakley Idaho 83346 Outstanding Balance 0 00 Max Free Rentals Allowed 7 0 Membership Type Free Membership Minimum Balance Dus 0 00 Account Members SubTotal 39 00 Enter Payment Amount 41 44 Smith Bill Tax 2 44 Change Due 0 00 Smith Judy Gaskin James Balance Payment Amount 0 00 Make payment Cancel Total 41 44 Add Customer Update Account Created by Group 14 CE INVES From the default screen click the Rentals menu item on the menu bar Select Check in Videos from the drop down menu This will open up the Check in Rentals window on top of the default screen In this screen the clerk may enter the serial number for the video to be checked in When the Return Rental Video button is pressed the video status will be returned to in and the database will be updated Figure 1 Check out Transaction GUI BlockWoodVideo DER Block Wood Video Rental Return Logged in as James Christensen Employee ID 788997 Rental Return Serial Return Rental video Clear Field Created
11. tion GUI BlockWoodVideo DAR Block Wood Video Account Management Logged in as Ben Robinson Employee ID New Account or Customer z A Lookup Previous Account BlockWood Members Lookup Create New Account Add Customer Last Name First Name New Customer Information First Name Last Name Phone Number Address Zip Code City State Dr Albrecht 555 5555 1234 Evergreen Terrace 76904 Springville UT New Account Information Owner Credit Card Number Name on Credit Card Expiration Month Expiration Year CLSIOVERS 123412356578219 Bill Gates 12 45 Phone Number Account Account Information Account Membership Type All new accounts are free memberships To upgrade an account it may be purchased through a sales transaction Save Cancel Created by Group 14 Account Members Information about customers such as name address account number phone etc is kept in the database Every customer who makes a transaction must be associated with an account in the database To add a customer to an account from the default screen the clerk must enter the account number you would like to add the customer to The clerk may then press the Add Customer Update Account button The clerk must then select the Add Customer radio button The clerk may then enter the last name of an existing account member on the account to which the new customer would like to be

User Manual - KolobKreations

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