AveraSell Quick Start Guide Program Overview
Contents
1. e Open Cash Drawer this will open up your cash drawer if one is attached e Internal E Mail Send messages to other employees e Time Clock Employee time clock punch in or out e Price Check Lookup the price of an item by scanning its barcode e Login Change employee operating work station e E mail send or receive e mail e Retrieve Internet Orders if you are using our e commerce solution this will retrieve internet orders directly into POSitive Manager Console Window optional The Manager Console provides a tabbed and hot keyed listing of many AveraSell functions You may use the mouse or the keyboard for quick access Press the Function Key to activate an appropriate Main Group button e Register F2 e Management F3 e Inventory F4 e Purchase F5 e RMA F6 e E Commerce F7 Then Click or type a number or key combination For example 1 means to hold down the CTRL key and press the POSitive Software Company www gopositive com number 1 Likewise 1 means to hold down the ALT key and press the number 1 Setup Station Detail allows you to designate if Manger Console will open and which Main Group will be activated upon startup The Signature Bar At the bottom of the screen the gray bar displays the following information e Registration Status Demo Mode if the program is unregistered and Basic Edition Advanced Edition Single User or Multi User if re2. 2001 54 ice Monthly Average S000 POSitive Software Company www gopositive com 13 AveraSell 4 3 Quick Start Guide What You Should Do Now AveraSell has sample data which already has inventory customers vendors and other basic elements in place for you to experiment with 1 Run AveraSell 2 At the Choose Company screen highlight Blink s Video and press Enter 3 Enter the sales ID and password which are POS and POS Poke around and do whatever you want to do Here are some suggested activities Create An Invoice Click on the first icon on the toolbar This creates a new transaction Press Enter and this opens an invoice Press Enter again This opens the inventory list Highlight an item use the down arrow key and press Enter Now press F10 and take payment by Cash Just press Enter and then F10 Repeat the process as often as you want trying something a little different each time Create An Inventory Item Click on the Bicycle icon on the toolbar Press the INSert or choose the Add button Select Normal On the Departments List highlight and select Wintendo Games Type in a Description of something you sell and press Enter Type in a SKU any letter number combination Enter your cost of the item Adjust the selling price s If you want to know more about all the options and settings available when creating an inventory item press F1 for Help Press F10
3. em Add Z Edt amp Delete amp This means click on the word Inventory at the top of the screen This opens a N Needs to be re ordered P Purchase Orders in process A RMAs in process Details Current Stock Purchase Orders RMAs Vendor Info il Close pull down menu Select Purchase E l Orders and then select Receive W O Use the down arrow key to highlight an item Purchase Order and then press Enter Enter a quantity being purchased and press Press F3 to open the list of vendors Ener Select Glub Video Distributors Press Enter again to confirm that you are Press F10 for Next receiving that quantity Press F10 Next again Press Enter or change the cost if you wish Enter a number In reality this will be the This brings you to a blank line number on your vendors invoice or packing Repeat the steps and add another item to slip the purchase order Enter 10 00 for Freight charges Now you will add the new inventory item Precio which you created to this vendor list Your newly created purchase order probably On a blank line of the purchase order press looks like this Enter to open the Vendor Inventory List Puchara Hidas Qube MA AA Press INSert or choose the Add button i Vendor Inventory Form j xj Wenda b Su _ Edt Vernon fs Show Ship To F11 Cho Video Disrbuter i a sawed Ted oo ad 2 Receive AS RICHLAND WA DEAR aed ue a a ire Daie anre A a Glub video Dist
4. Inventory From simple to sophisticated Consumables bulk inventory color size matrix kits consignments trade ins serialized templates assemblies labor and services freight and gift certificates Each supports multiple SKUs pictures and taxation options Each inventory item is assigned to a category which can govern its characteristics Purchases Multiple vendors automated RMAs complete purchase order history hot items list and more Save money by consolidating purchase orders pick and choose from the best vendors RMA inventory quickly Pricing AveraSell gives you 6 pricing levels for everything you sell Prices can be automatically updated with cost changes Promo pricing can be in effect for any time period for just an hour to infinity Selected customers can get permanent price discounts contract pricing and other benefits E Commerce Any inventory item can be automatically displayed on your POSitive Software Company www gopositive com 7 AveraSell 4 3 Quick Start Guide web page for sale whenever you want One of the unique features of POSittve is the ability for you to rapidly enter inventory by selecting category defaults Inventory is grouped into Departments and Categories Categories can have defaults set such as minimum stock default vendors price markups etc When you enter a new inventory item POSittve will fill out 90 of the information required by using the Category
5. Source Device Debit PINpad Barcode Scanner Supported Devices AveraSell only supports Keyboard and USB Interface barcode scanners Metrologic Symbol Unitech Welch Allyn brand Setup No special settings are needed to setup this device To test this device If a barcode is scanned in notepad and it s SKU appears then it will work in AveraSell Magnetic Stripe Reader Supported Devices Cherry DTech Logic Controls Partner Tech Unitech Magtech Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Credit Card Processing tab 4 Place a check next to Use Mag Stripe Reader 5 Click OK to save changes To test this device 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Credit Card Processing tab 4 In the My Card Reader section of this window click on the Test button Integrated Keyboard Supported Devices Cherry IDTech Logic Controls Partner Tech Unitech Setup The keyboard will automatically be setup by windows drivers Click here for directions on setting up the Mag Stripe Reade
6. new inventory item on the fly Fractional and Multiple Quantities use up to 4 decimal places for Quantities rapid entry of multiple Quantities Annotations make paragraph style notes about line items and general notes for the invoice Serial Number Assignments display serial numbers on invoice Packaging offer listed inventory at a package price with individual items POSitive Software Company not priced e Line Positioning reposition items on invoice for readability or packaging purposes e Full and Contracted Views of Invoice temporarily hide or reveal customer information e Customer Purchase History view complete history of customer purchases and returns e Return Processing record verify authenticity and accept return inventory for refund or replacement e Inclusion of Special Notices print extensive policy statements and special notification on every invoice e Switch printers on the fly route the invoice to other designated printers e Backorder Releases fill invoice backorders by borrowing items from another customer s pending order e Invoice Suspension temporarily hold or permanently convert an invoice to an order or layaway e Coupon and Gift Certificate Redemption accept coupon values and honor gift certificates e Global and Line Item Discounting offer percent off and or dollar discounts tax Exemption Nullify The Invoice Interface Ringing up sales with AveraSell is q
7. reine ea Pritt Litt iB Peera Row Ch oose Close Open The Cash Drawer From time to time you may need to open the cash drawer without ringing up a sale Click on the cash register icon in the toolbar Enter your Sales ID and Password Select an option to take cash out put cash in or to cash a check Type a reason and then fill in the dollar amount Press F10 This activity is logged and will be a part of balancing the cash drawer at the end of the day Balance The Cash Drawer At the end of the day you should balance your cash drawer Go to Register Daily Balance This means click on the Register pull down menu at the top of the screen and select Daily Balance Enter a Sales ID and a Password POS and POS Select OK on the Choose Station prompt The coin counter helps you count down your drawer Normally you would enter the number of each denomination of bills and coins but we will skip this Press F10 When balancing a cash drawer you want your count to equal the system count so that the difference is 0 00 Daly Balance Weakikeel Moin Hegber Fy E xj X Conce i Ect Tende f7 Press F10 to Post Answer Yes to post the information to history files On the Final Balance screen designate how much cash will be placed in the register for change the next day H Final Balance E Fai Cash In Register 123 78 Leave In Register B oe Your Cash Depositi Ta
8. ALT PS meee evel 3 acu 2 Orders O enceta 3 Service Orders Item Check 2 2 peep 3 Order 6 Quote 6 Internet Orders Dre 7 Contract Pricing 7 Contract Pricing __ Station Setings 4 __ Station Setings 4 8 Consignments 8 Consignments 9 Recurring Invoice 9 Recurring Invoices AR Payments 5 Click or type a number or key combination For example 1 means to hold down the CTRL key and press the number 1 Likewise 1 means to hold down the ALT key and press the number 1 Brackets prompt you to use the function keys at the top of the keyboard Description Aai WONDERLAND Primary SKU at H1 SEUS err Change Categor Fa Long Description BARIO IM WONDERLAND Manufacturer Migz W Track Stock Track Seral Numbers Hotes General Pricing Stock Vendors Links Promos Price Breaks A tab with an underlined letter means to press the ALT key and the letter Locked Ifa record is locked it will have a padlock icon beside it and you will get the message that it is in use by another user If it really is not in use by another user highlight the item and press CRTL U to unlock it Mouse Use RightMouseClick The right hand button on the mouse opens common shortcut menus for the task at hand You should try RightMouseClicking everywhere in AveraSell to see what you can do Lookup Button Often appears at the end of a field to allow you to select the de
9. AveraSell Quick Start Guide Program Overview Welcome to AveraSell AveraSell is a feature rich point of sale program designed to be easy to learn and use This guide contains basic information about how to use AveraSell NOTE This guide may refer to features that are optional in your version of AveraSell Keystrokes Tab Key Enter Key In AveraSell you use the Enter key just like a Tab key to move from field to field This is an option which you may disable but we think it is a natural keystroke Add new entry press INSert key Select the Add button and follow the prompts Edit an existing entry press Enter key First highlight the desired entry then select Edit Make changes as necessaty Delete an existing entry press DELete key First highlight the desired entry then select Delete Generally you will be prompted to confirm the deletion If not be prepared to re enter the item WARNING You cannot undelete AveraSell will ask you to confirm that you really want to delete an item but once it is deleted it is gone F10 key is the Finish command When you ate finished creating an invoice press F10 When you have finished editing an inventory item press F10 Hot Keys Menus ate often labeled with keystroke combinations for selection the option without having to reach for the mouse POSitive Software Company www gopositive com CTRL ALT H function key U Underscored letter
10. Click on Project and then Page Setup 4 Click on the Printer Selection tab and press Select 5 Select your label printer press OK and press OK again to save the changes To test this device 1 Click on File Editors and then Inventory Labels Editor 2 Highlight the label that you most commonly use and click edit If you get a warning message just press OK 3 Click on File Print Sample and then Print Sample with Frames Check Validation Printer Supported Devices Epson TM U325PD Setup 1 Click on File System and then System Setup 2 Click on Invoice Setup 3 Click on the Printing tab Customer Checks can be validated by printing your bank name and account number on the back of the check for deposit You can print up to 6 lines of information Each line will print whatever is typed plus insert data within the brackets Date Date of the invoice will be printed Time Time when the invoice was created will be printed Invoice Invoice number will be printed Station The register number Method The method or type of payment ID the sales ID of the employee 4 Enter desired text to be printed on the back of the check For example Line 1 For Deposit Only Line 2 Bank Name Line 3 Account Number Line 4 Date Time Line 5 Invoice Reg Station ID Line 6 Method IMPORTANT To complete the setup you must also configure the printer definition 5 Click OK to save the
11. able Power Supply UPS Microsoft Internet Explorer 6 0 or later We know that there are some users that run successfully on Novell however our testing and support is only for Windows Peer to Peer Servers Pentium Class 800 or faster 256 MB RAM Windows 2000 2003 XP Vista CD ROM 100 MBit Ethernet Hub Data Backup Devise Uninterrupted Power Supply Microsoft Internet Explorer 4 0 or later All Network Servers Network system support requires 1 workstation set up with Net Meeting and an Internet connection The following options will enhance the retail software e Faster Processors e 512 MB RAM or more e Network Switches The amount of memory used should be determined by the requirements of your operating system and the level of performance you wish to have MS Internet Explorer 6 or later contains a number of Internet components used in POSitive Software The software WILL NOT run if you don t have this installed If you don t have this software already you can download it for free from www microsoft com Hardware Most standard point of sale equipment can be used with AveraSell however some interfaces or models may not be compatible Barcode Scanner Magnetic Stripe Reader Integrated Keyboard Scale Portable Data Collector Laser Inkjet Printer Receipt Printer Label Printer Check Validation Printer Cash Drawer Pole Display Multiple Monitor Touchscreen Monitor Capture Picture Using TWAIN
12. ard pull down menus access AveraSell s functions e File Access to AveraSell system preferences and setup screens e Edit not applicable e Register Access to invoicing and cash register functions e Inventory Access to inventory and purchase order functions e Management Access to employee and managerial functions e Marketing Access to e mail broadcasts mailing lists and customer exports e Accounting Access to GL setups and reporting functions e Utilities Access to customer vendor and tax rate setups e Window Access to open windows e Help Access to program registration on line help and toolbar The Tool Bar optional The Tool Bar displays shortcut icons and hotkeys for typical AveraSell functions This ESABI AOA FS ShftF2 ShftF3 ShftF4 ShftF5 ShftF ShftF8 ShftF9 ShftFIO ShftF11 Cti F2 CtlF3 Ctrl is turned on or off from the Help menu If it is turned off the icons are not visible but the hotkeys will still function The Toolbar should be turned off if you want more screen area for invoicing and other AveraSell activities e New Invoice Create a new invoice e Pending Access pending orders layaways and quotes e Inventory List of your inventory e Customers List your customers e Calendar View a calendar e Calculator Use a popup calculator with printing tape POSitive Software Company www gopositive com 5 AveraSell 4 3 Quick Start Guide
13. ation is only done via the internet at www averasell com Technical Support Fee based technical support for AveraSell is available from POSitive Software Company Visit www gopositive com or call our support department at 866 368 2266 for current pricing Free technical support is available as described below Answers to many common questions can be found in the Support Knowledge Base at www gopositive com You can also send e mail to support gopositive com Send postal mail to POSitive Software Company 2290 Robertson Drive Richland WA 99354 When reporting problems please include the following information 1 Is the problem reproducible If so how 2 What version of Windows ate you running For example Windows 98 Windows NT 4 0 XP etc 3 What version of AveraSell are you running Select About AveraSell from POSitive Software Company www gopositive com the AveraSell Help pull down menu Please include the version and build numbers in your problem report 4 Ifa window with an error message was displayed please include the full text of the dialog box including the text in the title bar 5 If the problem involves a setting or option on a dialog box please report the text in the title bar and the text of the setting or option with an explanation of what you have observed Note You can press F1 at any time while AveraSell is active for context sensitive help If you have any com
14. changes 6 Go to File System Printers 7 Edit Generic Receipt Printer 8 Select tab Receipt Printer Setup and enter the appropriate values as per manufacturer instructions These are codes for the Epson TM U325PD This is a Receipt Printer CHECKMARK this Reset Printer 27 64 Tear Off Code 29 86 65 0 Validate Checks CHECKMARK this Validate Accounts Receivable OPTIONAL Validate On 27 99 48 8 Validate Off 27 99 48 1 Print Validation Text Upside Down OPTIONAL Upside Down On 27 123 1 Upside Down Off 27 123 0 Cash Drawer Supported Devices Any receipt printer interface drawer Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Cash Drawer tab 4 Place a check next to Use Cash Drawer 5 Enter in the correct control codes Epson and Samsung control codes Cash drawer trigger 27 112 0 48 Partial cut option 27 105 Epson alternate cash drawer trigger 27 112 0 64 240 generates longer pulse Star control codes Cash drawer trigger 7 Partial cut option 27 100 48 or 27 100 49 Citizen control codes Cash drawer trigger 7 Partial cut option 27 80 00 or 27 80 01 Some Citizen printers also use Epson contr
15. creen monitor Capture Picture Using TWAIN Source To associate pictures with your inventory 1 Open your inventory list 2 Highlight the inventory item you would like a picture to be associated with 3 Click on the Pic tab on the right side 4 Click on the icon to the left of the icon 5 Click on Select Source F8 6 Highlight the correct picture capturing device and click OK 7 Click Capture Debit PINpad Supported Devices VeriFone PINpad 1000SE Setup 1 Setup your com port that this device is connected to with the following settings Bits per second Baud 1200 Data bits 7 Parity Even Stop bits 1 Flow control None 2 Click on File Definitions and then Tender Definitions 3 Click Add 4 Enter the following settings for the debit card tender definition Tender Code DBT Description Debit Card Receipt Description Debit Card Type Debit Card Use Electronic Debit Card Verification checked 5 Click OK to save the changes To test this device 1 Create a new invoice 2 Add line item s to the invoice 3 Click Tender F10 4 Choose the debit card tender type The PINpad should prompt for a PIN number
16. dded to AveraSell The generated SKU can contain codes to indicate the category and or vendor of the item Bulk Inventory AveraSell will track stock counts of inventory purchased in bulk form and then re packaged or sold in smaller units Copy Record This feature allows you to clone an inventory item to make another item similar to it All fields will be copied except for the SKU field which must be unique Make any changes to description pricing cost or any other data field before saving Customer Categories The Customer Category is designed to minimize the number of keystrokes and amount of time needed to add a new customer to the customer list In advance you define any combination of tax rates area codes zip codes pricing levels store credits and more as a customer category When a new customer is added to AveraSell selecting the category will fill in the defaults and then you have to fill in only a few details Invoice Tender When accepting payment on an invoice only payment options appropriate to the type of sale will be visible For example you may have chosen not to accept credit cards on a cash sale so that option will not be listed Mail Groups This feature exists to facilitate internal e mail and reporting of activities A group is a collection of employees with similar jobs The purpose of mail groups is to reduce the number of internal mail messages having to be written and to broadcast one
17. defaults POSitive can even auto generate SKUs for you based on rules you provide So entering an inventory item can be as simple as e Type ina description e Type in a cost e Press F10 to complete POSitive will generate a SKU calculate bj pricing and fill in all other details automatically zl GS depveag ira SB Vendosi dl aeta Department Games Category Gametoy Games Tax Category Merchandise 6 Description BARIOINWONDERLAND S PrimarySKU am S S SCSAYSKS Inventory Detail F6 Options F7 Promos F8 Price Breaks F9 Notes 11 web F12 Long Desc BARIO IN WONDERLAND Sd Track Stock Last Order Cost 14 00 Unit Cost 14 00 v Ttemis Active Track Serial ts Units Per Order 1 003 _ Recale id noo Hae Margin 4 Default 4 Available 0 00 il aua 53332 On Order 4 00 Retail 30 00 53 33 50 00 E Ie Discount 2500s uoaz 40 00 Pre Sald 0 00 Extra 3 00 Club 21 43 34 67 30 00 Stock Bin Locations Age Group 10 99 Skill Level 5 Minimum Stock 4 003 Weight 0 0034 Reading Ley ath Grade Maximum Stack 0 00 a Mfg ID EA Minimum Order 6 00 Mfg st POSitive Software Company www gopositive com AveraSell 4 3 Quick Start Guide Customer Tracking AveraSell lets you easily track your customers at the point of sale Once you know who yout customers are and their buying habits you can cu
18. egister Style This can be changed at a later time Be sure to review the Help File later Finish F10 When you see the Finish button click on it Choose Yes to proceed with making default data Please wait a few minutes as AveraSell creates the data Click on the Done button to continue to the next phase Sales ID You are asked to enter your Sales ID and Password For now you can use POS as Sales ID and POS as the Password In the next steps you will be guided to create a sales id and password for yourself and your employees Backups You ate immediately prompted to select backup options Choose appropriate Days and Time AveraSell sets the time of the backup to 1 00 AM by default You can change this to fit your schedule IMPORTANT for the backup to be performed your computer must be left on and AveraSell needs to be running at that hout You can change the time to something more practical Next choose OK You will be told that the directory doesn t exist and you should answer Yes to create it Because backups are so important AveraSell will periodically give you reminders to backup the data Don t ignore them Remember Leave AveraSell running during the backup time period Add Edit Employees The Employee List will already have one entry POS Manager LI i gt Pret IF fl Chore It is wise initially to leave this default employee unchanged as you are getting used to A
19. en done To edit the note highlight a portion of it and press Enter Invoicing Controls gray area Click on any button or use the Function keys associated with the item These button bars if Dewi og Bia PMT can be edited to make your invoicing process easier Tendering The Invoice The last step of a customer sale is to tender the invoice e Offer your customers the benefits of split tender gift certificates coupons discounts store accounts credit card payment and even accept foreign currency at the current exchange rate Just press F10 to select the method of payment You will be prompted to give change and the receipt will be printed x oe z arcas gt Baas ff OK F10 Balance Due Amount Adjust Credit Limit F8 Total 3234 Deposits i 0 00 Coupon 000 Credits l 0 00 GitCet 000 Total Due Paid 0 00 Store Account Put Balance On Printer Selected A pee amp Change Press ESCAPE To Cancel Credit Limit l 0 00 Printers F9 POSitive Software Company www gopositive com 11 AveraSell 4 3 Quick Start Guide Invoice History Once the invoice has been completed you may review and reprint invoices e Reprint a receipt whenever needed e Review details of a sale especially when a customer is returning merchandise e Focus on just the invoices for a specific customer e Find invoices which contain or meet specific criter
20. eu we running o the clever match rom the Your Company ipea Aen Fi mambar pau cir iniloe chargad tothe baup ary biie Emme Type Cumi frevsane ik Co General feted Cash b Coy x Curent Doder W Sio General Meia Track Cuniomeri L__ 33 Git Shop Cath amp Carp Prce Level Deacriptiona Compute esence Harbus Stone Pet Shoe Consignment Stor D Furia Stone E Vacuum Soer L Pepa Wie nada to kanar pakt a faaee wie tiga about pea bak Alien tit ii gurita PlGunen wil uhraa create Siara bot you hand on pour PEapONDES Focsvau eon a Humber D Cocaine AumningPitive 13 Ves v be accepting Tradedns fe fea 1 valle uang E Corning Featuert P Type Gii Pesce Panter T at Coburn Cot himin Tirad Laser Portes E Gi Column Cot Mater Ure winders Deish Printer C irka Create Tax Rates Most businesses only need to use Tax Description 1 and Tax Rate 1 Be sure to change the tax rate from 0 00 to your local tax rate Refer to User Manual for instructions on setting up more complex tax rates POSitive Software Company www gopositive com 19 AveraSell 4 3 Quick Start Guide Create Tax Rates Hee pou pall setup pour eval Tax Alden DE Poe a wey Menai fale Draaetn BEET E api Slate Skee Tij Ta Teescrpption 1 fiari T ace Exp Sader Tx Tamate E simpia BC vaki ba Om Tax npon ct Esme GST e IM Tx 20n Erp BA veut ber 02 Tas Plate Choose Invoice Style If you are in doubt select R
21. g v Tag All X Untag All amp Print F7 M Add Edit Service Orders Able To Void Invoices Able To Void Orders Able To Accept AR Payments Change Customer Credit Open Cash Drawer Add Customer Notes Edit Customer Notes Create Service Orders Void Service Orders X Cancel POSitve Setup Form General Gereral Setup gt Slabons Invader Stun Dus Daye 5 Inventory Aa irrvcicing H Pricing Consignmerts Comrresssrrt Customer Options gt Purchase Orders Accourts Pleceivable Accourts Payable H Sesen Settings k Tax Upbors Sounds Inventory Options Track Inventory Quantities Frang Decal Places 73 I Allow Negative rwentory Quartty Decimal Pacer 23 Cost Decimal Placer 2 F Uss Cunen Cost If Cost ls Zeo When Vertyng T Allow Spaces in SKU s inat recommended for e commerce I Allow Duphcale SKUs Defa Item Lookup C SKJ Desctioton Price In SKU Setup Basis Foe Price Markups C Avetage Cost Landed Cost C Include Landed In Average Senal Number Opbons Track Serial Numbers In Serice V Enter Serial Numbers When Receiving PO E Erge Seria Numbers When Selling LOKE 26 cme POSitive Software Company www gopositive com 12 AveraSell 4 3 Quick Start Guide Reports You can get information rich reports to help you make business decisions Hourly Sales Ty Monthy Aveceoe 2002 aTa Monthly Avesane
22. gistered e The currently active Sales ID on this workstation e Program version More specific version information is available on the Help About POSitive screen from the Help menu Date and Time This should be checked frequently for accuracy and corrected at the individual computer AveraSell 4 3 Quick Start Guide Inventory Tracking AveraSell offers you a wide range of inventory options for selling everything from pencils to personal computers E Inventory List EE Menu ESC 3 Find F3 Dept Catg Filte F8 Ga ltem Meru F12 Dept Accessories Cato Accessories 4 Hide Detail F11 Available To Search type the first few characters of the Desorption 5 A i All Inventory On Order 0 00 Committed 0 00 10 00 Pre Sald 0 00 Extra 0 00 24 00 Due BOF Units Per 1 00 Bin Locations og Bin Maintenance Promos Actions Status O4 22 02 1200AM 04 27 02 1 53 PM Peo 5 00 Last Sold GUS UZ Last Bought O4 TENi From GLUE T Delete Notes General Pricing Stock Vendors Links Promos All the information you need to manage your inventory is presented on the inventory screen e Stock Stock counts are up to the minute backorders are flagged and filled automatically and substitution items can replace items on pending orders Settings for minimum and maximum stock levels help you make timely reorders e Types Of
23. h phase of the company setup You should enter your company information as accurately as possible however entries can be changed at a later time if necessary Run AveraSell and stop at the Choose Company screen Click on the Create New Company button You are prompted to enter a data password This password should be a simple word which you can easily remember Important Do not forget this password There may come a time when you will need this password to access your data files The New Company Wizard The New Company Wizard will take you step by step through creating your own company Please read the information on the screens and fill in the information as accurately as possible You may select the Back F9 or the Next F10 buttons whenever you need to Company Info Enter your company name and address exactly as you want it to appear on your invoices Fini wee read A about Please M inthe fields it tha tag You wl hates the oppeeiurchy 69 iaka carge io aeg peas DH ap Hooves al a Mb bree See Dencriptions P akami dddo 2 Ciy Arpon rite AE CRAE ENSEN ime a Ze IHE mee SSS E E euan rea Web Pinge sdkoses jaa Aaa wlaragtethops tin You kea Code ERS me ena Xea Your Company Choose a business type similar to yours Make any other changes needed Again you can change settings selected here at a later time Orom the Ippe of business y
24. ia which you need Deeaengrine Pistan From lervcece TOS BRAD GREER OMe 100 1 oo System Setup AveraSell lets you choose from dozens of customization settings to reflect your business style S Sitalian Petal Invoice Misc Settings C Deak To Gach Sate Sherr Cots When Entergy Outa TO Ask Por 8 Whenever Creaing Tiantscton Unless Stay On Invoice Checked Eo Slay Oninvoce Aber Sake 7 Skp Ner mece lees Iraca Prompt Fe Foren Login Briersnn Traraachond Prompt If SEU Hick Found Ask To Contre Betose Proceating lewoices _ayeweus EF Dela Pending OF roca Recep Uni Charges Dua fe Fattdidd Inverter when d dding Al Megin pere Ute Aena Finda When Un Account i Invention D Alwaus Choore Printer When Invoicing Fegslei Touch Seren T Prompt to pint Pick Litt wher comeleting Orders hf dato Print Purchase Order when Placing PO Hodes ion rites Eix Dri Scheddng Calendar F Cornyn L Reang Inmensa T COM Pott Setup wi oma 2 Coren e Standardize sales processes so that everyone knows and follows the correct procedures Control employee access to functions and features of AveraSell Establish invoicing inventory and customer options Employee File F x Employee Detail Options Groups Security Notes Modules Name Mike Register Access To POSitive Retailer Add E dit Invoices C Manager Add Edit Orders C Inventory V Add Edit Layaways Ne Tag UnTa
25. m and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on Pole Display 4 Click on the Test button and it should display the message from Pole Linel and Pole Line2 on your pole display Multiple Monitor Supported Devices almost all Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Multi Monitor Support tab 4 Place a check next to Activate Multi Monitor Mode 5 Click OK to save the changes To test this device 1 Create a new invoice 2 The second monitor that is connected to the computer should show the information that the customer needs to see Touchscreen Monitor Supported Devices almost all Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on Invoice Misc 4 Under Invoice Style select Touchscreen 5 Click OK to save the changes To test this device 1 Create a new invoice 2 You should be able to press the buttons on your Touchs
26. ments or suggestions about AveraSell we would like to hear from you Send an e mail to suppott gopositive com or call us at 800 735 6860 AveraSell Quick Start Guide A Brief Orientation This section gives an overview of some of the major functions of AveraSell including e The AveraSell Main Screen e Inventory Tracking e Customer Tracking e Invoicing e System Setup e Reports You can begin exploring AveraSell immediately by running the program and choosing the demo company Blink s Video Game Emporium We have included sample data for you to play with using a fictitious store The default ID and password for logging in to Blink s is POS and POS Once you have logged in you can begin to explore the program Sample inventory customers and invoices have already been entered for you Sales ID POS T Password Hy Employee ID Required For Invoices POSitive Software Company www gopositive com AveraSell 4 3 Quick Start Guide AveraSell Main Screen When you first run POSitive you will see a screen similar to the one below POSitive s main screen consists of four elements e Main Menus e The Tool Bar e Manager Console Window e The Signature Bar cle etnies Pbk Yapo Lien Lee Lie PUTA e EH epes jeny jj Hejh borg jmn rie Hoe s minu vf FS fae EFI PAI ee A Gee ee AFT AAT DF er i d Positive q dr Hy ieee i Ma Vene MA 150P Main Menus Stand
27. message to more than one individual at a time A secondary purpose is to be able to generate reports such as a profit report based upon the activities of the members of a group POSitive Software Company www gopositive com 17 AveraSell 4 3 Quick Start Guide Purchase Order Number Your purchase order numbers can be generated with a code which is easily interpreted so you will know who placed the PO and when Quantity Alert If you attempt to add an item to the Order List which is already on the list you will be prompted to confirm the adjustment This feature helps you minimize mistakes in ordering too many of an item Smart Links Several shortcuts are embedded into AveraSell screens to quickly display more information For example if you click on what appears to be a plain information box about stock status you are immediately presented with data justifying the counts Windowed Envelopes Many forms receipts and some reports are formatted so that the address will align with a windowed envelope This saves time and effort required to hand address envelopes for mailings of Receipts and some Reports POSitive Software Company www gopositive com AveraSell 4 3 Quick Start Guide Setting Up Your Company Now that you have installed AveraSell and have had a chance to play around with the sample company Blink s Video Emporium you ate ready to create your own company data You will be walked through eac
28. ner 6 Click OK to save the changes To test this device 1 Click on Inventory Physical Inventory and then Reconcile from File 2 Click on the Add button 3 Type in the name of your scanner where it stays Import Description 4 Choose Portable Scanner and click Finish 5 Make the name of your scanner is highlighted and click Import Highlighted 6 A Reading Scanner window will appear that will allow you to scan in your inventory into AveraSell When you are done click on OK to save the changes Laser Inkjet Printer Supported devices almost all Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Under Printers E Mail click on the transaction type you would like to use this printer for You can repeat steps 4 7 if you want to setup this printer for multiple types of transactions 4 Click on Laser Ink Jet Printer for Printer Type 5 To the right of where it says Windows Printer Driver click on the button 6 Select your laser inkjet printer and click OK to save the changes 7 To the right of where is says Windows Form type in Standard 8 Click OK to save the changes To test this device 1 Open your windows Control Panel 2 Double click on Printers and Faxes 3 Right click on your printe
29. ng See Help In the User Manual you will often see references to the Help files of AveraSell For example when you read in this manual See Help Price Weight Embedded In SKU this means that you should open the help files and find the topic 1 Go To Help Search For Help On 2 Select the Find tab 3 Start typing a keyword like embedded 4 In the bottom half you will see the topic and you can choose to open it If you would like more help with this Go to Help How To Use Help Tip Of The Day This is an informative and handy feature of the AveraSell s Help program to gradually initiate you to features and procedures of AveraSell You will be given a tip which might otherwise be ovetlooked Want to see your list of customers Aight Howl Press Shift F5 from almost anywhere in PFW and the Customer List will pop open 4 Last Tip Hext Tip M Do Not Show Tip On Startup You can open the Tip Of The Day at any time by selecting it under Help Or you may set AveraSell to open it each time you start AveraSell This POSitive Software Company www gopositive com 2 AveraSell Quick Start Guide option is a part of the POSzwe Setup Form which is accessed by selecting File System System Setup Defaults Tab Registration If you register your copy of AveraSell you will receive unlock codes that will activate two additional features Inventory Matrix and Customer Orders Registr
30. ol codes Ithaca POSjet control codes Cash drawer trigger 27 120 1 Auto cut option 27 118 Run Macro for logo printing lt 27 gt lt 31 gt lt 114 gt macro name lt 0 gt Use only with POSjet driver Note If you have trouble printing or can t make your cash drawer open make sure your printer port is set to EPP or Standard and not ECP Many new computers especially Dell s come from the factory with the printer ports set to ECP This setting is not compatible with most receipt printers Contact your computer s manufacturer for instructions on how to check the setting of your printer port 6 Select the port that this printer is connected through 7 To the right of where it says Cash Drawer Printer click on the button 8 Select the printer that the cash drawer is connected through and click OK If you do not have this cash drawer connected through a printer then you will need to add a generic text only printer that uses the same port the cash drawer is connected through 9 Click OK to save the changes To test this device 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Cash Drawer tab 4 Press the test button and the cash drawer should open Pole Display Supported Devices Logic Controls Partner Tech o
31. r To test this device If you can type characters and they appear then the keyboard is working Click here for directions for testing the Mag Stripe Reader Scale Supported Devices NCI WeighTronix and others MUST be compatible with POSH MR4 KB decoder or Plexis xWedge software decoder Setup for one inventory item 1 Open your inventory list 2 Edit an item on this list and click on the Options F8 tab 3 Place a check next to Prompt to Read Scale 4 Click OK to save changes Setup for a category 1 Click on Utilities and then Categories 2 Highlight the category and then click Defaults F5 3 Place a check on Prompt to Read Scale and click Reset Inventory F5 4 Place a check next to Prompt to Read Scale and click Process F10 5 Click Done and then OK to save the changes To test this device 1 Create a new invoice 2 Add an item that has the Prompt to use Scale enabled 3 Tt should nromnt for the 1tem s weight Portable Data Collector Supported Devices Unitech Metrologic Scanpal 2 PSC Falcon PT40 Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on the Portable Scanner tab 4 Select the com port that the Portable Scanner is connected to 5 Select the type of Scan
32. r and click Properties 4 Click on Print Test Page Receipt Printer Supported Devices Epson Samsung Star Ithaca Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Under Printers E Mail click on the transaction type you would like to use this printer for You can repeat steps 4 8 if you want to setup this printer for multiple types of transactions 4 Click on Receipt Dot Matrix for Printer Type 5 To the right of where it says Windows Printer Driver click on the button 6 Select your Receipt Dot Matrix printer and click OK to save the changes 7 To the right of where is says Windows Form type in Generic Receipt Printer 8 To the right of where is says Form type the form number If you click on the button you can see the list of available form numbers 9 Click OK to save the changes To test this device 1 Open your windows Control Panel 2 Double click on Printers and Faxes 3 Right click on your printer and click Properties 4 Click on Print Test Page Label Printer Supported Devices Datamax Eltron Zebra Setup 1 Click on File Editors and then Inventory Labels Editor 2 Highlight the label that you most commonly use and click edit If you get a warning message just press OK 3
33. r any brand that emulates the latter Setup 1 Click on the Register menu item and then click on Register Center If your Manager Console was already open then click on the Register F2 button 2 Click on the Station Settings button This will open the Station Detail window 3 Click on Pole Display 4 Place a check next to Use Pole Display 5 To the right of where it says Pole ID click on the button 6 If you are using Partner Tech CD 5220 or CD 7220 then highlight 200 and press OK Skip to step 11 7 If you are using something else then highlight 251 and press edit 8 Enter the name of the Pole Display as the description 9 Enter control codes 1 and 2 See your manufacturer s instruction manual for details on this 10 Enter in the number of characters per line that will display on the pole display click OK and click OK again to save changes 11 Select the correct port that this devices uses 12 Enter a welcome to our store message where it says Pole Linel and Pole Line2 13 To the right of where it says Pole Printer click on the button 14 Select the printer that the pole display is connected through and click OK If you do not have this pole display connected through a printer then you will need to add a generic text only printer that uses the same port the pole display is connected through 15 Click OK to save the changes To test this device 1 Click on the Register menu ite
34. ributors our SEU Ts2002 F2 TSHIRT 2002 vedas Cost 6 00 E Line note G Poe Ab SeeePoot PO TO A od AR aod i eae Ea beee x Cancel Ta n Freight ui Grand stat Press F2 to open the list of AveraSell inventory Highlight your newly added item and press Enter You have just completed a PO Wizard which takes you step by step for filling in the top half of a purchase order Press Enter Enter and then select OK Next you will learn how to select items F10 from a Vendor Inventory List and how to add a new item to the vendor s inventory list POSitive Software Company www gopositive com 15 AveraSell 4 3 Quick Start Guide Now that your item is on the Vendor Inventory List you can select it for the purchase order As before enter a quantity and press Enter until you are on a blank line again The purchase order is now complete Press F10 to Post the PO Choose Receive Now The PO Receive Summary screen displays the name of the customer for whom you created a layaway and hence notifies you that the backordered item is now being filled on that layaway Thee bean bakos hare pat arrieed on this Pecha Deda bor the following obamas E L L E eee Tau T SMAT H ohan haie Op 1 Veer iliscker FS cB Powe Lis FP Delidi Refeence Number T Oreies Dae 401 71 Phone Humber G reer ia The bema below have had price charges Em Cs el 1 1 es
35. ro x Cancel The Your Cash Deposit shows how much cash you should remove from the drawer POSitive Software Company www gopositive com 16 AveraSell 4 3 Quick Start Guide leaving the rest to make change Of course you will also remove checks and credit card slips Choose OK Choose Yes to print the Register Balance Report Then choose OK Print Reports With the Manager Console screen open either click on the Report Center button or press CTRL R Numerous reports are available for reviewing profits inventory status and purchase order history Highlight a report type on the left Highlight a specific report in the middle column Press F7 to run the report Note the Add Edit and Remove buttons are for managing custom made reports using the Clarion Report Writer separate product If you are prompted for a date range click on one of the buttons or fill in start and end dates Then choose F10 Daily Sales Summary A useful report is the Daily Sales Summary screen which is a snapshot of a given day s activity Go to Management Daily Sales Summary Advanced Features There are many advanced features are built into AveraSell Some of these features will need to be activated while others are always working for you Auto SKU An SKU or stock keeping unit is a unique identifier of inventory items If you wish AveraSell can generate a SKU for an inventory item as it is being a
36. sired item from a list ice History 1 oe Invoice History 1 Customers F8 4 Service Order 4 Service Apmnts Inventory F9 5 Service Apmnt 5 Quotes hati a HS i ea Vendors F9 i tenis Active W Post To The lntermet DZ wf Save F2 AveraSell Quick Start Guide Instructions Go To Throughout this manual we will try to guide you to a specific area of AveraSell For example if you read Go To Accounting Reports Sales Reports Inventory you should click on the pull down menu named Accounting then select Reports then select Sales Reports and finally select Inventory To standardize directions you will most frequently be directed to the pull down menus at the top of the window which are always available However you will quickly discover that there are faster ways to accomplish the same thing For example on the Manager Console screen you can simply press Report Center CTRL R and choose the same report Step By Step Learning to do something for the first time sometimes requires step by step instructions 1 Where it is considered appropriate you will be asked to follow numbered steps of instructions 2 These step by step instructions will stand out with this formatting design 3 Remember that this may not be the only way of accomplishing the task 4 As you become more familiar with AveraSell you may find equally appropriate and perhaps easier ways of doing the same thi
37. stomize your marketing efforts through direct mail or e mail You can keep extensive notes and classify your customers as needed for enhanced marketing We A Aung ine Wihriaan Horre WE Pid Onno n SSRSNNT TO SOIT e See at a glance what the customer has purchased e Offer incentives to come back by setting automatic discounts frequent buyer rewards and by mailing or e mailing special offers i fi To Label POSitive Software Company www gopositive com AveraSell 4 3 Quick Start Guide Invoices AveraSell makes quick and simple sales invoices and receipts Unlike a cash register you are making a recotd of the sale which you can review and reprint at any time even years from now You are updating your inventory and triggering mechanisms to order more inventory You are creating a history of your customet s purchases providing you with additional marketing opportunities POSitive can track your customer s e mail address Opt in e mail lists are a powerful and inexpensive way to market to your customers Use POSitive to gather e mail information at the point of sale and then to send out bulk e mail messages Invoicing Features While creating an invoice there are many features and processes to handle most every business need Barcode Scanning accepts input of common barcode scanners Line Editing of quantity price discount change as needed FastAdd Inventory add a
38. to save it Choose Exit Create A Customer Open the Customer List Click on the People icon on the toolbar Press INSert or choose the Add button Fill in the fields and press Enter to get to the next field TIP When you get to the Zip Code field type 99352 and press Enter Note that by entering a zip code AveraSell automatically adds the city and state Finally press F10 to save your work Create A Layaway Click on the New Transaction icon Highlight Layaway and press Enter This opens the customer list Highlight your newly added customer and press Enter Add an inventory item or two to the Layaway Include the item you created earlier Note that the item you created is backordered There is a value of 1 00 in the B Order column We will take care of this when you create a purchase order Press F10 Highlight a date when the Layaway will be picked up POSitive Software Company www gopositive com 14 AveraSell 4 3 Quick Start Guide When prompted to Apply Payment type Y Press Enter This opens the Vendor for yes Inventory List i Vendor Inventory List 7 a xj Glub Video Distributors Show Matrix Headers Only Enter an amount of 20 00 Choose to print or not print the layaway TEETE GN GN Description F9 JARIO IN WONDERLAND 14 00 Create And Receive A PO Go to Inventory Purchase Orders Receive W O Purchase Order amp Print To Order List F5 a Edit ltem
39. uick Use a barcode scanner to scan an item press F10 to take payment and you are ready for the next customer The REGISTER SCREEN is designed for fast data entry It contains the minimum amount of information you need to process a sale This screen is suitable for gift stores pet stores and any type of store where your primary operation is cash amp carty www gopositive com 10 AveraSell 4 3 Quick Start Guide Ghosts aaay Disan pir Fi FR Couper Fa Fa i Adua Pae Heed Bach Seen ih Cath Fe hem FTI rel aoe FS Mito Th STS Tole RET EHS Liter T li 00 SubTotal Entering Sales An invoice consists of 3 main areas Customer Information top area The customer s name address phone and shipping information are displayed so you will be reminded to keep it updated amp Note This is not visible on Cash Sale invoices because there is no customer information to display Purchase List white area items listed here are being sold to the customer Add items being purchased Items can be added by using a barcode scanner typing the SKUs or selecting from an inventory lookup table Edit items being purchased Highlight the item and press Enter Change the quantity selling price discount percentage Delete an item from the list Highlight the item and press the DELete key on the keyboard To add a NOTE to the invoice press CTRL N Type your message and press F10 wh
40. veraSell Later you should edit this entry to change the password You should add yourself as an employee A New Employee Wizard will take you through each step If you have questions press F1 for help Later when you decide to add your employees you should learn more about Security Settings and Security Groups You can get help on this topic by pressing F1 and looking for topics Security Groups AveraSell Security Options This has been an overview of the basic company set up procedure for AveraSell Please refer to the User Guide for more detailed information POSitive Software Company www gopositive com 20 AVERASELL SYSTEM REQUIREMENTS AveraSell does run under Windows Vista but we recommend Windows XP for the greatest stability and reliability Our POS software does NOT run on Macintosh computers Workstations Pentium Class 800 or faster Stand Alone Systems also Require 256 MB RAM Windows 2000 2003 XP Vista e Uninterrupted Power Supply CD ROM e Data Backup Device 200 MB free hard drive space 100 MBit Network Cards Microsoft Internet Explorer 6 0 or later The following options will enhance the point of sale software Faster Processors More memory Credit Card Reader Cash Drawer Barcode Scanner Laser Printer Receipt Printer Barcode Printer Dedicated Servers Pentium Class 800 or faster 512 MB RAM Windows 2000 2003 XP Vista CD ROM 100 MBit Ethernet Hub Data Backup Device Uninterrupt
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