Cumulus POS 02/19/2018. User Reference Manual

Transcription

1 Cumulus POS

2

3 Cumulus POS 02/19/2018 User Reference Mnul

4 This mnul, s well s the softwre described in it, is furnished under license nd my only be used or copied in ccordnce with the terms of such license. This mnul my contin technicl inccurcies or typogrphicl errors. Chnges re periodiclly mde to the informtion herein nd re incorported in new editions of the publiction. The informtion in this mnul is for informtionl use only, nd is subject to chnge without notice. All brnd nmes nd product nmes used in this publiction re trdemrks, registered trdemrks, or trde nmes of their respective holders. Cumulus Retil is U.S. Registered Trdemrk of CAM Commerce Solutions. Copyright 2017 by CAM Commerce Solutions. All rights reserved worldwide.

5 Contents Chpter 1 Introduction 10 Chpter 2 Cumulus Retil Fetures 18 POS Trnsctions POS Mngement Chpter 3 Min POS Screen 22 Chpter 4 Selling n Item t POS nd Tendering the Sle 26 Chpter 5 Customers 32 View Customer Find Customer Drivers... License Swipe 37 Show Avilble... Credits 38 Enter Zip... Code 39 Chpter 6 Trnsction Type 44 Stndrd... Receipt 44 Lywy Specil... Order 45 Sell Store... Vlue Crd 46 Lywy/SO... Instllment 48 New Quote Recll Hold SVC Refund Rnge Mngement Recll i Recll Quote Chpter 7 Line Items 68 View Product Seril Numbers Pickup No Item... Tx 73 Notes... 74

6 Cler Price... Chnges 75 Chpter 8 Trnsction Function 78 Cncel... Trnsction 78 Hold Receipt Item Menu Gift Receipt Sles Person... Select 83 Print Lst... Receipt 84 Chpter 9 Activities 88 Price Check Punch Clock Receipt... List 92 Tender... List 93 Check Blnce Chnge... Mchine 96 Chpter 10 Additionl Min Menu Function Buttons 100 Buy Returns Chnge... Quntity 106 Chnge... Price 107 Remove... Line 109 Find Product Chpter 11 POS Activities 114 No Sle New Pyout New Pickup AR Pyment Closeout... Csh Drwer 122 Chpter 12 Trnsction Settings 126 Discount Shipping Comments Quote... Expirtion 133 Order... Info 134 Chpter 13 New Customer 138

7 Chpter 14 Frequently Asked Questions 144 Index 145

8

9 Introduction Chpter 1

10 Cumulus Retil is feture-rich cloud SS solution for your smll retil business with low monthly mintennce. It includes Point of Sle, product nd inventory mngement, fulfillment, promotions nd pricing, customer mngement, reporting, ccounting, vendor mngement, nd resource/reservtion mngement, ll in one sclble system. With rel-time integrtion to icumulus E-Commerce, pricing, promotions, nd inventories re consistent both in your store nd online. The system provides cross-chnnel gift crds nd llows customers to purchse online nd either pick up or return in your store. 2 Depending on if you hve the Stndrd, Advnced, or Premier version of Cumulus, some fetures my not be vilble. Refer to the section titled Cumulus Tiers below. Cumulus POS cn be ccessed on the Internet from prcticlly nywhere by using ny device with web browser, such s PC or tblet. 2 Google Chrome is the recommended browser (Sfri for ios/mc devices). 2 It is good prctice to cler your browser dt on regulr bsis to prevent issues with logging in, system freezing, etc. In ddition to stndrd sle nd return trnsctions, you hve ccess to n rry of Point of Sle relted functions such s lywys, quotes, register pyouts, nd price checks, to nme few. In this mnul, you will lern bout nd prctice using ll the functions the Cumulus POS system hs to offer. Logging In In order to use Cumulus POS for the first time, you must enter your mchine ID nd then log in. 1 At the Mchine Screen, enter your Mchine ID nd click on OK. 2 When this screen displys, enter your user nme nd pssword, then click OK. 10

11 2 If this is the first time you re logging in fter your user profile is set up, or the first time you re logging in since resetting your pssword, you will be prompted to enter nd confirm new pssword. 3 Once you enter your user nme nd pssword nd click on OK, the min POS screen will disply similr to this: 11

12 Accessing POS from the Bck Office Alterntely, you cn ccess POS from the bck office menu. 1 Click on the POS icon t the top of the screen. 12

13 2 When this prompt displys, click on the Yes button, nd the POS login screen will disply for you to enter your user nme nd pssword. 2 The POS nd bck office functions re ccessed using different URLs nd re logged into seprtely. Opening the Csh Drwer The first time you use POS, the Open Drwer Screen will disply. It will lso disply fter using the Closeout Csh Drwer function. 1 This window will disply: 13

14 2 Enter the number of 100's, 50's, 20's, 10's, 5's, 2's, 1's, Qurters, Dimes, Nickels, nd Pennies in the drwer. The totl mount in the Strting Csh box will updte s you enter ech denomintion. 14

15 3 When done, click on the OK button. This prompt displys informing you tht your entries hve been sved successfully; click OK to enter POS. 15

16 Closing the Csh Drwer nd Printing the X-Out Report At the end of ech dy, you will wnt to count nd close your csh drwer. This is done by using the Closeout Csh Drwer function. Plese refer to the POS Activities> Closeout Csh Drwer section of this mnul for instruction. 16

17 Cumulus Retil Fetures Chpter 2

18 Contct your sles representtive for more informtion or to upgrde your system. POS Trnsctions Sles Returns Exchnges Inventory Adjustment Ctegory Hold nd Recll Hold Emil Receipts Gift Receipts Specil Orders Sell Gift/Store Vlue Crds Refund Gift Crd Blnce Price Check Crete Quotes nd Convert to Sles Lywys Prtil Lywy Pickup Accept AR Pyments Lne/Reservtion Mngement * Alwys On POS (Internet Loss) Reprint Lst Receipt Stndrd Advnced Premier Fetures with * indicte extr fees my pply. POS Mngement Scn/Enter Brcodes nd UPCs Multi-Select Product Serch Quick-Select Item Menu Line Item Price Chnges Trnsction Discount Add, Find, View Customer t POS Select from Customer's Store Credits Closeout Csh Drwer Csh Pickup/Tp Enter Line Item Notes/One Set of Comments One Set of Comments Petty Csh Pyout Scn/Enter Seril Numbers Apply Shipping to Sle Find Customer Using Drivers License Swipe 18 Stndrd Advnced Premier

19 Trck Zip Codes t POS Without Customer Open Drwer/No Sle Trck Sles by Associte 19

20

21 Min POS Screen Chpter 3

22 This screen provides the trditionl interfce between the employee nd customer for inititing sles trnsction. Trnsctions cn begin either with Customer Serch or Item Serch. Buttons t the top of the screen: Customer - Lets you enter serchble customer informtion in order to ssocite customer to receipt. When the Customer button is clicked, the Customer tb turns tn, indicting customer entry mode. Scn - Entry re for scnned merchndise brcodes, s well s product scn. When the Scn button is clicked, the Scn tb turns blue, indicting br code scn mode. Customer Info/Shipping Info: These res disply the ssocited customer nd shipping informtion on the receipt. Right Nv Buttons: Customers - Includes the options View Customer, Find Customer, Drivers License Swipe, Show Avilble Credits, nd Enter Zip Code. Trnsction Type - Allows selection of the type of trnsction being rung, including Stndrd Receipt, Lywy, Specil Order, Sell Stored Vlue Crd, Lywy/SO Instllment, New Quote, Recll Hold, SVC Refund, Rnge Mngement, Recll i4473, nd Recll Quote. Line Items - Includes the options View Product, Seril Numbers, Pickup, No Item Tx, Notes, nd Cler Price Chnges. Trnsction Function - Includes the options Cncel Trnsction, Hold Receipt, Item Menu, Gift Receipt, Sles Person Select, nd Print Lst Receipt. Activities - Opens ccess to expnded ctivities functions, including Price Check, Punch Clock, Receipt List, Tender List, Check Blnce, nd Chnge Mchine. Buy - Switches from returning items to selling items. This cn be used for exchnges. Returns - Switches from selling items to returning items. Chnge Quntity - Chnge the quntity of the selected item in the grid. Chnge Price - Chnge the price of the selected item in the grid. Remove Line - Lets you remove line from the receipt. 22

23 Find Product - Allows you to select n item to dd to the trnsction. POS Activities - Includes the options No Sle, New Pyout, New Pickup, AR Pyment, nd Closeout Csh Drwer. Trnsction Settings - Includes the options Discount, Shipping, Comments, Quote Expirtion, nd Order Info. New Customer - Lets you crete new customer record. Fields t the bottom of the screen: Sub-Totl - Totl of the items on the receipt, minus ny txes nd discounts given. Sles Tx - Sles tx on the receipt. Totl Due - Remining blnce left on the receipt, minus ny credits nd pyments. 23

24

25 Selling n Item t POS nd Tendering the Sle Chpter 4

26 Selling n Item t POS 1 Click the Scn button. 2 Scn the product or brcode. Now you cn chnge the price or quntity, or perform ny other function of POS by first selecting the line nd then using the buttons on the right nvigtion pnel. Tendering the Sle 1 Click on the Py button to tender the sle. 2 The py screen displys. This screen provides the trditionl interfce between the employee nd customer for completing sles trnsction. 26

27 3 Click on button on the left side of the screen to select the method of pyment: CASH - Allows tender with csh CHECK - Allows tender with check CREDIT CARD - Displys window into which you cn swipe or enter credit crd dt DEBIT - Displys window into which you cn swipe or enter debit crd dt TRAVELERS CHECK - Allows tender with trveler's check ON ACCOUNT - Puts the totl due on ccount for the current customer GIFT CARD - Allows tender with gift crd STORE CREDIT - Allows tender with store credit 4 Click in the Amount Tendered edit box nd enter the pyment mount using the keypd buttons, or click on the quick csh keys (5.00, 10.00, 20.00, 50.00, ). 5 Click on the Py button. The mount tendered nd the mount chnge due bck to the customer, if ny, will disply in the top right-hnd corner of the screen. 6 Click on the Finish button to complete the sle. The Green Receipt window displys: 27

28 Print button - Click this, nd the receipt will disply in seprte tb. Click on the Print button there to disply the receipt in the browser's Print dilog. 28

29 Set the print settings s desired, then click on Print to print the receipt. Emil button - To emil the receipt, enter n Emil Address in the edit box, then click on this button. The emil ddress is recorded nd sved, even if there is not customer ttched to the trnsction; this is vluble for mrketing purposes. Both button - You cn lso enter n emil ddress nd click on the Both button to both print nd emil the receipt. No Print button - Click this button for no receipt. Emil ll receipts option box - Click in this to emil ll receipts to the emil ddress specified. Cn emil ll promotions option box - Click in this to send promotionl emils to the emil ddress specified. 7 If chnge is due the customer, prompt similr to this displys: 8 Return chnge to the customer, then click on OK. A blnk receipt screen will disply, redy for you to ring up the next trnsction. 29

30

31 Customers Chpter 5

32 View Customer This option llows you to view dt for the customer currently ttched to the receipt. 1 Click on the Customers button on the min menu. 2 Click on View Customer. 3 Scroll down to see ll of the customer dt. 32

33 Find Customer Use this option to locte n existing customer record in the system. 1 Click on the Customers button on the min menu. 33

34 2 Click on Find Customer. 3 This screen displys: 4 Enter serch dt, such s Lst Nme, First Nme, Phone, or Account #, then click on Serch. 34

35 5 Click to select the customer record you wnt to use, then click on OK to return the customer to the receipt. Finding Customer in the Receipt Window 1 To serch for customer in the receipt window, click the Customer button. 35

36 2 Click in the red outlined entry box nd enter first or lst nme, phone number, or club ID. You cn lso enter just the first letter of the customer's lst nme to disply only those records beginning with the letter. 3 Select the correct customer nd click on OK, nd the customer will be ttched to the receipt nd displyed under Customer Info in the upper left-hnd corner. 36

37 Drivers License Swipe Use this option to swipe or scn driver's license into the system. 1 Click on the Customers button on the min menu. 2 Click on the Drivers License Swipe button. 3 This screen displys: 37

38 4 Swipe or scn the driver's license, then click on OK. Show Avilble Credits Use this option to find nd use credits tht re vilble for customer. 1 With customer ttched to the receipt, click on the Customers button on the min menu. 2 Click on Show Avilble Credits. 3 If there re no credits vilble, this prompt displys. Click on OK to close it. 38

39 4 If there re credits vilble, window similr to this displys: 5 To use n vilble credit, click to select it in the grid, then click on OK. The credit will be pplied ginst the totl due. Enter Zip Code This option lets you sve zip code for receipt, so tht you cn report on it lter. It lso lets you trck your customers nd where they re coming from in order to trget direct mil mrketing. 1 Click on the Customers button on the min menu. 39

40 2 Click on Enter Zip Code. 3 This window displys: 4 Enter zip code in the box nd click on OK. 40

41 41

42

43 Trnsction Type Chpter 6

44 Stndrd Receipt This option mkes the current receipt stndrd receipt, used for mking regulr purchses. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Stndrd Receipt button. 3 "Receipt" displys in the top right-hnd corner of the POS window. Lywy The Lywy button mkes the current receipt lywy, which llows the customer to mke pyments for his purchse nd tke delivery of it when it is pid for in full. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Lywy button. 3 "Lywy" displys in the top right corner of the screen: 44

45 2 To bck out of the lywy, click on the Stndrd Receipt button. Receipt will disply in plce of Lywy. 4 After you click on the Py button to tender the lywy, n Instllment Amount edit box will disply on the Py Screen. Specil Order The Specil Order button mkes the current receipt specil order. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Specil Order button. 3 "Specil Order" displys in the top right corner of the screen: 45

46 2 To bck out of the specil order, click on the Stndrd Receipt button. Receipt will disply in plce of Specil Order. 4 After ttching customer to the receipt nd dding the item(s) for the specil order, you hve the option to tke pyment or not. Sell Store Vlue Crd This option llows the sle of stored vlue crd (gift crd) long with inventory items on the sme receipt. This type of crd hs ll of its dt kept internlly. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Sell Store Vlue Crd button. 3 This window displys: 46

47 4 Scn in the Crd Number, then use the keypd to enter the mount to be plced on the crd. 5 Click on the Next Crd button nd repet the process, if necessry, to sell nother crd, then click on the Add Crds to POS button. The crd will disply on the receipt. 6 Click on Py, select the desired method of pyment to tender the trnsction, nd then click on Finish. 2 If you enter the crd mnully, be sure to press the <Enter> key on your keybord to move to the field to enter the vlue you wnt on the crd. Adding Funds to n Existing Store Vlue Crd 1 Scn in the Crd Number of the crd to which you wnt to dd funds, then use the keypd to enter the 47

48 mount to be dded onto the crd. 2 Click on the Next Crd button, then click on Add Crds to POS. 3 Click on Py, select the desired method of pyment to tender the trnsction, nd then click on Finish. Lywy/SO Instllment The Lywy/SO Instllment button displys window which llows for pyment to be tken in on lywy or specil order. By entering the receipt nd store number, you cn recll the lywy or specil order to the POS nd then pply pyment to it. Exmple: A customer hs plced number of items on lywy. The customer hs put the requisite 20% down nd is now bck in the store to mke nother pyment. By clicking on the Lywy/SO Instllment button nd entering in the originl lywy receipt nd store numbers, you cn then tke his pyment nd process it ginst the originl lywy trnsction. 1 Add the customer to the receipt (refer to the Customers> Find Customer section of this mnul for instruction). 2 Click on the Trnsction Type button on the min menu. 3 Click on the Lywy/SO Instllment button. 4 A window similr to this displys: 48

49 5 Click on the receipt ginst which the customer wnts to mke n instllment to select it, then click on OK. The lywy or specil order will open on the screen for you to pply pyment. New Quote The New Quote button is used to crete quote for customer. 1 Click on the Trnsction Type button on the min menu. 2 Click on the New Quote button. 3 "Quote" displys in the top right-hnd corner of the screen, nd the Py button becomes Sve button. 49

50 4 Click on Sve to sve the quote in the system. Recll Hold The Recll Hold button lets you recll sle tht is currently on hold nd brings it bck to the Buy stte. A hold is only in effect for the current business dy. Requires mnger login. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Recll Hold button. 3 The Recll Hold window displys, showing ll holds currently in the system. 50

51 4 Click to select the one you wnt to work with, then click on the OK button to return it to the Receipt window where you cn continue processing s norml. SVC Refund This option lets you issue refund for stored vlue crd. 1 Click on the Trnsction Type button on the min menu. 2 Click on the SVC Refund button. 3 This window displys: 51

52 4 Enter the Crd Number of the crd being refunded. The Avilble box will show the mount left on the crd, similr to this: 5 Click on the Refund SVC button, nd the screen will disply similr to this: 52

53 6 Click on the Reimburse button to issue the refund s csh, or click on Issue Credit to issue store credit. Rnge Mngement Rnge Mngement lets you crete, check in, or delete rnge reservtions for customers. It lso llows you to tke wlk-in customers without reservtions, ssign customers to lnes, nd check out customers nd complete sles. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Rnge Mngement button. 3 This window displys: 53

54 Mking Reservtion for Customer 1 Click on the New Reservtion button. 54

55 2 Click on the Find customer button 55

56 3 Crete or find the desired customer, then click on OK. A window similr to this displys: 56

57 4 Click in the Resource box nd choose the lne/resource on which you wnt to put the customer (optionl). 5 Click in the Dte box nd select the dte for the reservtion from the pop-up clendr. 6 Click in the Time box nd specify the time the customer will be coming in by using the spinner tht displys. 7 Click in the Time Requested/Min box nd select the length of time for the reservtion. 8 Click Sve. If Prepy Rnge is enbled, then you will lso hve the option to Sve with Deposit. 9 Reservtions pper ornge on the grid, similr to this: 57

58 Checking In Reservtion 1 Select the reservtion tht you wnt to check in. 2 Click on Check-in Res. This will bring up the Check-In screen, nd ll of the informtion from the reservtion should be populted lredy. 3 Click Sve. Additionl Reservtion Fetures Delete Reservtion - If you mde mistke on reservtion, then click the Delete Res button nd then recrete the reservtion. Dte field - Enter dte here nd it will updte the reservtion records box to show you if there re ny reservtions for the dte selected. Tody button - Tkes you bck to the current dte. Wlk-In Customers When customer comes in nd is redy to check in without reservtion: 1 Click the Check-In button, nd screen similr to this displys: 58

59 2 Rnge fees nd/or items cn be dded now or lter (you cn use the Multi-Find button or Rnge Menu button, or enter the brcode in the scn box on the top). 3 Key in vlue for the Time Requested field (how long the customer wnts the lne). 4 Key in reference number (optionl); this is used if you hnded the customer pger becuse ll of the lnes were full - enter the number of the pger. 5 Click the Customer tb nd enter the lst nme of the existing customer, or click Find Customer nd select the customer checking in (you re ble to dd multiple customers if there will be more thn one in this group on the sme lne). 6 Click Sve. If Prepy Rnge is enbled, then you will only hve the option to either Complete Sle, Split Sle, or Cncel. Complete Sle will send you to POS to py for your receipt. 2 You cnnot edit rnge receipts in POS. Putting the Customer on Lne 1 Select the check-in record tht you wnt to ssign lne. 2 Click Assign. 3 Click the drop-down menu nd choose the lne to which you re going to ssign the customer. 4 Click Ok. 5 Check-ins with lnes ssigned pper green on the grid. Tking the Customer Off of Lne (customer is not leving for the dy or checking 59

60 out) 1 Select the check-in record tht you need to tke off of lne. 2 Click Unssign. Checking-Out the Customer 1 Select the check-in record tht is redy to check out. 2 Click Check-out. If Prepy Rnge is enbled, then it will just prompt you, "Are you sure you wnt to complete the receipt?" 3 Mke ny chnges needed or dd ny items the customer is purchsing. 4 Click Complete Sle. 5 You should now be on the POS screen. Verify tht ll of the informtion is correct. 6 Click Py. 7 Tender out the sle. Checking Out nd Multiple Customers on Check-In Record re Splitting the Purchse 1 Select the check-in record tht is redy to check out. 2 Click Check-out. 3 After your items re dded to the screen, click Split Sle. 4 Assign the items to the intended customer. 5 Click Sve. 6 You should now be on the POS screen. Verify tht the informtion is correct for the first customer. 7 Click Py nd tender out the sle. 8 The next customer s receipt will disply. Verify the informtion is correct. 9 Click Py. 10 Tender out the sle. Recll i4473 The i4473 is n integrtion with itouch so tht firerm deler cn enter the 4473 electroniclly vi third prty, then recll the 4473 nd ssign it to the sle of firerm. 1 Click on the Trnsction Type button on the min menu. 60

61 2 Click on the Recll i4473 button. 3 This window displys: 4 Enter serch criteri such s First Nme, Lst Nme, ID#, etc., then click on Serch. A window similr to this displys: 61

62 5 Click to select the record you wnt, then click on the Recll i4473 button. 62

63 6 To confirm the seril number(s) entered on the selected i4473, click on the Confirm button. Recll Quote The Recll Quote button llows you to locte quote for customer nd convert it into sle. 1 Click on the Trnsction Type button on the min menu. 2 Click on the Recll Quote button. 63

64 3 When the Find Quote window displys, enter serch criteri nd click on Serch. 4 The screen will redisply with the specified dt in the grid. 5 Click to select the quote you wnt to recll, then click on OK. The Receipt screen will redisply with the quoted dt, nd the Py button ctivtes for you to tender the sle. 64

65 65

66

67 Line Items Chpter 7

68 View Product This button lets you see vrious detils bout product. 1 With product on the receipt nd the line selected, click on the Line Items button on the min menu. 2 Click on the View Product button. 3 A window similr to this displys, showing product informtion, txonomy, cost/price, nd SKU tble dt for the product. 4 Scroll down to see the OF Fields tb, which includes the OF fields (other fields for ctegorizing the product).. 68

69 5 Click on the Advnced Options tb for more dt, including POS nd Serilize/Firerm dt. 6 Click on the Close button to close the View Product window nd return to the receipt screen. 69

70 Seril Numbers This button llows you to select serilized item nd plce it on the receipt. 1 With product on the receipt nd the line selected, click on the Line Items button on the min menu. 2 Click on the Seril Numbers button. 3 A Choose Seril Number window displys. 70

71 4 Click to select the seril number of the item you re selling, then click on the OK button. The chosen seril number will disply in the line item of the receipt, similr to this: 71

72 Pickup Pickup is pplicble on lywy or specil order receipt. 1 With lywy or specil order receipt loded, click on the Line Items button on the min menu. 2 Click on the Pickup button. 3 This window displys: 72

73 4 Using the keypd, enter the quntity to be picked up for the item, then click on OK. Then repet the bove steps to pick up nother item, or continue processing the receipt s norml (e.g., tke pyment). No Item Tx The No Item Tx button toggles the tx chrged on or off for the selected line. 2 In order to cpture resons tht tx ws tken off from trnsctions, complete the Tx Exempt section of the Store Setup Wizrd. Refer to the Cumulus Bck Office mnul for instruction. 1 Click on the Line Items button on the min menu. 2 Click to select the correct line, then click on the No Item Tx button. 73

74 3 This prompt displys: 4 Click on the Yes button to continue. Notes This option lets you ttch note to line item. 1 Click to select line on the receipt, then click on the Line Items button on the min menu. 2 Click on the Notes button. 3 This window displys: 74

75 4 Enter ny notes you wnt to ssocite with the line item, then click on OK. This prompt displys; click on OK to continue. Cler Price Chnges This option rolls bck the price on line item before ny price chnges were mde on the current receipt. 1 Click to select line on the receipt, then click on the Line Items button on the min menu. 2 Click on the Cler Price Chnges button. 75

76 76

77 Trnsction Function Chpter 8

78 Cncel Trnsction The Cncel Trnsction button cncels the current trnsction nd displys blnk receipt. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Cncel Trnsction button. 3 This prompt displys: 4 Click on the Yes button to continue. Hold Receipt Hold Receipt llows you to put the current sle on hold (if uthorized to do) to strt nother receipt. This functionlity is currently limited to llow only one receipt to be plced on hold t time. A mnger login is required. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Hold Receipt button. 78

79 3 This window displys: 4 The customer's nme is populted utomticlly from the receipt, or you cn enter the nme. Click on the OK button. 2 To recll sle tht is on hold nd bring it bck to the "Buy" stte, click on Trnsction Type> Recll Hold. Refer to the Trnsction Type> Recll Hold section of this mnul for instruction. Item Menu The Item Menu lets you use touch screen to dd items to receipt. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Item Menu button. 3 The item menu displys similr to this: 79

80 4 Click on one of the buttons to drill down to the item level: 5 Click to select the item(s) you wnt to dd to the receipt. 6 Click on the Next button to view the next pge of items, or click on the Bck button to view the previous pge. The Top button returns you to the beginning of the list. 7 Click on the Exit button to return to the receipt, where the item will be shown in the grid. 80

81 Gift Receipt The Gift Receipt button prints copy of the lst sles trnsction without ny pricing detil. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Gift Receipt button. 3 The gift receipt will disply in seprte tb. Click on the Print button, nd the receipt will print. 81

82 82

83 Sles Person Select This option lets you select slesperson to ttch to the receipt. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Sles Person Select button. 3 This window displys: 83

84 4 Click in the checkbox to the left of the relevnt slesperson nme, then click on Ok. Print Lst Receipt This button prints the lst receipt completed through the POS screen. 1 Click on the Trnsction Function button on the min menu. 2 Click on the Print Lst Receipt button. 84

85 3 The lst receipt displys on the screen in seprte tb. Click on the Print button there to disply the receipt in the browser's Print dilog. 4 Set the print settings s desired, then click on Print to print the receipt. 85

86

87 Activities Chpter 9

88 Price Check This option lets you check the price on n item by scnning its brcode. You cn then choose to dd the item to the receipt or not. 1 Click on the Activities button on the min menu. 2 Click on the Price Check button. 3 A Price Check window displys: 4 Scn the brcode of the item for which you wnt to check the price. 88

89 5 Scroll down to see ll of the informtion: 89

90 6 To dd the item to the receipt, scroll bck up nd click on the Add button, or click on Cncel if you do not wnt to dd the item to the receipt. Punch Clock This function llows employees to record their time by punching in nd out on clock. 1 Click on the Activities button on the min menu. 2 Click on the Punch Clock button. 3 This window displys: 4 Enter the User Nme nd Pssword, then click on OK. This window displys: 90

91 5 Enter the Login nd click on Sve. 6 The Time In is recorded. Click on Sve to sve the pending punch. 91

92 7 Follow the sme procedure to punch out. The Time Out will be recorded, similr to this: 8 Click on the Sve button to sve the punch, then click on the Close button to close the Punch Clock option nd return to the POS screen. Receipt List The Receipt List button displys Receipts window tht gives you mny options for working with receipts. 1 Click on the Activities button on the min menu. 2 Click on the Receipt List button. 3 This window displys: 92

93 4 Enter receipt dt on the tbs, then click on Serch to populte the grid. Click to select the correct receipt, nd then you cn view it, void it, unpy it, or reopen it. Tender List The Tender List button displys window tht shows you tenders mde ginst receipts. 1 Click on the Activities button on the min menu. 2 Click on the Tender List button. 3 This window displys: 93

94 4 Enter serch dt, then click on Serch to populte the grid with tenders mtching your entry, similr to the following: 5 Click to select line in the grid, then click on View Tender to see the detil. 94

95 6 Click on OK to close the View Tender window. Check Blnce This option lets you check the blnce on store credit ccount or stored vlue crd. 1 Click on the Activities button on the min menu. 2 Click on the Check Blnce button. 3 This window displys: 95

96 4 Click to select the Store Credit or Stored Vlue Crd button, then enter the Credit or Crd Number nd click on OK. The blnce displys similr to this: 5 Click on the OK button to close the window nd return to the receipt screen. Chnge Mchine This option lets you chnge the number of the mchine tht is currently logged in. 1 Click on the Activities button on the min menu. 96

97 2 Click on the Chnge Mchine button. 3 A window similr to this displys: 4 Click on Chnge. This prompt displys: 5 Click on Yes to continue. In the Mchine ID box. enter the mchine number to which you wnt to chnge, then click on the OK button. 97

98 98

99 Additionl Min Menu Function Buttons Chpter 10

100 Buy The Buy button is used when you hve strted trnsction s return nd the customer wishes to mke new purchse. After the returned item hs been plced on the trnsction, click the Buy button on the min menu to sell him or her new product. Buy is the defult setting for POS. Returns The Returns screen lets you return n item without hving to go to seprte screen. 1 Click on the Returns button on the min menu, nd this window displys: 100

101 2 Enter Receipt Number or n Invoice Number, nd the grid will populte with the items from tht receipt. 101

102 3 Click on the down rrow button in the Return Reson combo box nd mke selection from the drop-down list. 4 In the Scn Item edit box, scn or enter the item number being returned, or click in the checkbox next to the item in the grid. 102

103 5 Click on the OK button. The receipt screen redisplys with the item highlighted in red; you hve the options to reimburse the customer or issue credit. A customer must be ttched to the receipt to issue credit. 103

104 2 To continue selling new items on the sme receipt s the return, click on the Buy button on the min menu. Returning Items Without Receipt 1 Click on the Returns button on the min menu. 2 This window displys: 104

105 3 Click on the Cncel button to close the window nd return to the Receipt screen. The scn item box t the top will disply in red; enter or scn the item(s) being returned. This window displys: 4 Click in the combo box nd select reson for the return, then click on the OK button. The item will be plced on the receipt with negtive quntity, nd you hve the options to reimburse the customer or issue credit. A customer must be ttched to the receipt to issue credit. 2 To continue selling new items on the sme receipt s the return, click on the Buy button on the min menu. 105

106 Even Exchnge (Return/Buy) When customer wnts to exchnge n item for like item, perform return using the instructions bove, then use the Buy button for the new item. In this exmple, the first receipt line (in red) is the originl item which is being returned, nd the second line (in green) is the replcement item in different size. When the Py button is clicked, the Tender screen is skipped nd the Green Receipt window displys, s there is no need to tender n even exchnge. Chnge Quntity This button llows you to chnge the quntity on line item. 1 Select line item on the receipt nd click on the Chnge Quntity button on the min menu. 2 This window displys: 106

107 3 Enter the new quntity in the edit box or use the keypd to set the quntity, then click on the OK button. The quntity is updted on the receipt. Chnge Price This button llows you to chnge price. 1 Select line item on the receipt nd click on the Chnge Price button on the min menu. 107

108 2 A Chnge Price window displys. 3 Click on the number keys to set the vlue of the discount. 4 Click on the buttons on the left side of the window to specify the ction to tke. First, select one of these 108

109 buttons: % Off - Deduct the mount s percentge $ Off - Deduct the mount s dollr mount Chnge - Chnge the price to the mount specified Fix - Requires uthoriztion 5 Next, select one of these buttons: Price - Retil price Sugg Price - Suggested price Store Price - Price t current store New - Toggles Add/New. When set to Add, the system pplies the discount to the current price of the item, mening it cn pply discount to n lredy discounted price on the selected item. When set to New, the system pplies the discount to the regulr sle price, overriding ny discount price the item my be loded with on POS t tht time. 6 Click on the down rrow button in the Discount Reson combo box nd mke selection from the drop-down list. 7 Click on the OK button, nd the specified discount will be pplied. 2 Chnge Price removes ffected items from the discount chin of events when globl discounts re used with X items. If customer or cshier is expecting discount on n X item nd the cshier ssigns the wrong price, he/she should remove it from the receipt nd dd it bck. Remove Line This button will remove the currently selected line from the receipt. 1 Select line item on the receipt nd click on the Remove Line button on the min menu. 2 The selected line is removed from the receipt. Find Product The Find Product button helps you serch for nd locte n item in the system. 1 Click on the button on the min menu, nd this window displys: 109

110 2 Enter serch criteri in the fields nd click on the Serch button. The grid will populte similr to the following. 2 You cn use the sterisk (*) s wild crd serch. For exmple, to locte style beginning with the letter Z, enter Z* in the Product field; to locte description with the letter F nywhere within it, enter *F* in the Description field. 110

111 3 Click in the option box next to the item you re selling, then click on OK. The item will be returned to the receipt in order for you to continue with the sle. 111

112

113 POS Activities Chpter 11

114 No Sle The No Sle button lets you open the drwer, provide comments s to the reson for opening the drwer, nd print pge for signture. 1 Click on the POS Activities button on the min menu. 2 Click on the No Sle button. 3 This window displys: 4 Enter dt in the Comments edit box s needed, then click on the Sve button. This screen displys: 114

115 5 Click on the Print button to print the screen. A line is provided for signture t the bottom for verifiction purposes. New Pyout The New Pyout option lets you record pyout from the csh drwer. Here re some exmples of wys this function cn be used: Ø Occsionlly, it my be necessry to py for goods or services from the csh drwer. You hve window wsher tht comes in weekly to wsh the storefront windows. He chrges $40.00 for this service nd only tkes csh. Ech week, you tke $40.00 out of the csh drwer to py for this service. Ø Once you hve pid out money from the csh drwer, there my be need for chnge to be returned to it. Another use for the New Pyout function llows for the return of chnge to the csh drwer fter pyout s well s for the ccounting of txes pid on the pyout. After the mnger pys for the stff lunch, there is $6.40 chnge tht needs to be put in the register. By clicking on New Pyout, the monies returned to the csh drwer nd txes pid cn be trcked. 1 Click on the POS Activities button on the min menu. 115

116 2 Click on the New Pyout button. 3 This window displys: 4 Enter nme or other description in the Py To box, the mount of csh being pid out in the Amount box, nd ny Comments bout the pyout, nd select Pyout Ctegory, then click on Sve. 116

117 5 A pyout receipt displys in new tb, similr to this: 6 Click on Print to print the pyouts receipt. 2 You must llow pop-ups in your browser for the receipt to disply. 117

118 New Pickup The New Pickup option is used to record pickup from the csh drwer so tht you cn drop tht money into the sfe. Here re some exmples of wys this function cn be used: Ø During busy times, it my be necessry to remove csh from the drwer for security resons. Sy your sles for the dy hve been hevy nd the csh drwer is showing it. You decide to tke out some of the csh so s not to offer n opportunity for would-be thieves. The New Pickup function lets you enter nd trck this pickup. The totl deposit for the night tkes this pickup into ccount nd dds it to the totl. Ø The store buys lunch for the stff. The pyment for the lunch comes out of the register; the mnger tkes out $50.00 to cover the lunch nd picks it up. 1 Click on the POS Activities button on the min menu. 2 Click on the New Pickup button. 3 This window displys: 118

119 4 Enter the dollr mount of ny csh put into the register t the time of pickup (coins or pper) in the Csh In edit box. 5 Enter the dollr mount of csh tken from the register in the Csh Out edit box. 6 Enter reson for the pickup or pyout in the Comments edit box. 7 Click on the Sve button when done. 8 A pickup receipt displys in new tb, similr to this: 119

120 9 Click on Print to print the pickup receipt. 2 You must llow pop-ups in your browser for the receipt to disply. AR Pyment AR Pyment is used to tke pyment towrds customer's house ccount blnce. 1 Click on the POS Activities button on the min menu. 2 Click on the AR Pyment button. 3 This window displys: 120

121 4 Enter the Customer nme or the first letter of the lst nme to open the customer list. Once the customer is selected, there re three tbs. Click on Mke Pyment. 5 This is where you enter the ctul pyment. Click on pyment type key, such s Csh, then used the keypd to enter the Amount nd click on Sve. 6 Click on the Select Bills tb. 7 Click in the checkbox next to the receipts/invoices tht the pyment is going towrds. 8 Click on the Unpplied Pyments nd Credits tb. 9 This tb displys ny unpplied pyments nd/or credits. You cn select them long with the bills nd pply 121

122 them, s well s enter dditionl pyment. 10 Once done, return to the Mke Pyment tb nd click on Sve. Closeout Csh Drwer At the end of ech dy, you will wnt to count nd close your csh drwer. This is done by using the Closeout Csh Drwer function. In the Closeout Csh Drwer screen, enter the numericl count of the currency denomintions, not the totl vlue of ech denomintion. As you enter in the vlues, the system clcultes your totl csh intke, deducts out the defult strting csh for the next dy, nd clcultes out the net mount tht should be deposited in your bnk. If you re processing checks, credit crds, debit crds, stored vlue crds, or ny other forms of pyment, you cn enter the totl vlue of those trnsctions on the ppropritely lbeled entry box to the right hnd side of the screen. The Medi Trnsctions tb shows you the trnsction totls for gross sles, gross returns, discounts, tx, store credits, etc. You hve the option to print n x-out report, s well s to sve nd print or sve without printing. 1 Click on the POS Activities button on the min menu. 2 Click on the Closeout Csh Drwer button. 3 This window displys: 122

123 4 Under Denomintions, enter the number of ech currency type: 100's, 50's, 20's, 10's, 5's, 2's, 1's, Qurters, Dimes, Nickels, nd/or Pennies. 5 Under Tender Types, enter the mount of On Account, Mstercrd, or other tender types. 6 The Misc. Info tb displys the Opening Dte/Time, Strting Csh, Register, Actul Csh, Checks, nd Totl Deposit. Click in the Comment edit box to enter comment, if desired (scroll down to see ll of the fields). 7 Click on the Medi Trnsctions tb to see dditionl csh drwer closing trnsctions. 8 Click on the Sve And Print button to sve your entries nd print report, or click on the Sve w/out Print button to sve your entries without printing. 9 Click on the Print X Out button to print n x-out report. 123

124

125 Trnsction Settings Chpter 12

126 Discount The Discount button llows ll items on the receipt to be discounted by the mount entered by the cshier. It lunches the Discounts screen shown below, where you cn select either percentge or dollr figure by which to discount. By defult, the system tkes the discount off the pre-tx totl. If you wnt to disperse the discount cross ll items on receipt, go to Min Menu> Settings> Options> Mchine Options> Edit nd select the Disperse discounts on receipt option on the POS tb. This will pply the discount to ll line items on the receipt individully, llowing for esier clcultions for return purposes. 1 Click on the Trnsction Settings button on the min menu. 2 Click on the Discount button. 3 This window displys: 126

127 4 Click on the % Off, $ Off, or New Totl button to specify the discount you wnt to use, then use the keypd buttons to set the mount of the discount (see below for more informtion on using New Totl). 5 Click in the Discount Reson combo box nd select reson for the discount from the drop-down list. 6 Click on the OK button, nd the discount will be pplied to the receipt. New Totl The New Totl button llows new totl to be set, including tx. As this should be done t the end, if nything 127

128 chnges (for exmple, line is dded or removed), the new totl should be reset. 1 Scn in items t POS. 2 Click on Trnsction Settings nd the Discount button. then click on New Totl. Enter the new totl mount (including tx) using the keypd, select Discount Reson from the combo box, nd click on the OK button. 3 The new totl will updte the POS screen, nd line(s) will be identified s being discounted. 128

129 Shipping This option llows you to dd shipping detils to receipt, such s the shipping method, ddress, ship/pickup dte nd time, etc. When you click on Sve, the shipping chrge will be pplied to the receipt. 1 With customer ttched to the receipt nd items dded, click on the Trnsction Settings button on the min menu. 2 Click on the Shipping button. 3 A screen similr to this displys: 129

130 4 Click in the Shipping Method box nd mke selection from the drop-down list to indicte the shipping method (e.g., Priority Mil USPS, UPS 3 Dy, FedEx Smrt, FedEx Home Delivery, UPS ND, FedEx Exp Sver). 5 Under Shipping Address, if there is more thn one shipping ddress on file, click to select the one you wnt to use. You cn lso click on the Add button to dd new shipping ddress, or select n ddress nd click on Edit to edit the detils. 6 Click in the Ship/Pickup Dte box nd select the shipping dte from the pop-up clendr. 7 Click in the Ship/Pickup Time box nd specify the pickup time using the spinners. 8 Enter the Shipping Weight. 9 Enter the Freight mount. 10 Under Memo, enter ny Delivery Directions or Specil Instructions bout the shipment. 11 Specify the Pickup Store. 12 Click on Sve. The shipping chrge will be pplied to the receipt nd displyed under Other Chrges. 130

131 Shipping Rtes 1 Click on the Shipping Rtes button, nd this window displys: 2 Enter the Weight, Length, nd Height of the pckge being shipped. 3 Enter the # of Pckges being shipped. 4 Click in the COD option box if this is COD shipment. 5 Click in the Signture Confirmtion option box if signture confirmtion is required. 6 Click in the Vlidte Address option box to vlidte the ddress. 7 Enter n Insured Vlue, if pplicble. 8 Next to Fedex, select Pckge Type, if pplicble. 9 Next to USPS, select Service Type nd Pckge Type, if pplicble. 131

132 10 Click on OK to sve your settings. Shipping Sttus This window lets you see the shipping sttus for n item. 1 Click on the Shipping Sttus button. 2 Click on the Cncel button to close the window nd return to the min Shipping screen. Comments The Comments option lets you ttch predefined notes to receipt. You hve the option to print them on the printed receipt. 1 Click on the Trnsction Settings button on the min menu. 2 Click on the Comments button. 3 This window displys: 132

133 4 Click in the option box next to the comments you wnt to use. 5 To print the comments on the receipt, click in the Print Comments On Receipt option box. 6 Click on the OK button when done. Quote Expirtion Use this feture to set n expirtion dte for quote when creting one from Trnsction Type> New Quote. 1 Click on the Trnsction Settings button on the min menu. 2 Click on the Quote Expirtion button. 3 This window displys: 133

134 4 Click in the Dte box nd select the dte the quottion expires from the pop-up clendr, then click on OK. Order Info The Order Info option lets you dd more informtion to the receipt bout the order. 1 Click on the Trnsction Settings button on the min menu. 2 Click on the Order Info button. 3 A window similr to this displys: 134

135 Purchse Order Number - Enter the purchse order number for this order. Fulfillment Method - Click in the combo box nd mke selection from the drop-down list; for exmple, pick up, delivery, or ship. Order Stte - Click in the combo box nd select n order stte from the drop-down list; for exmple, new order or reorder. Additionl Chrge - Enter the mount of ny dditionl chrge here. Bin # - Enter bin number, if pplicble. Order/4473 # - Enter the order number or 4473 number here. DROS/NICS/FFL# - Enter the DROS, NICS, or FFL number here. DROS/NICS/FFL Dte - Click in this box, nd pop-up clendr will disply from which you cn select the DROS/NICS/FFL dte. DOJ Dely - Click to select this option box to indicte DOJ dely. DOJ Dely Dte - Click in this box, nd pop-up clendr will disply from which you cn select the DOJ dely dte. Dte - Click in this box, nd pop-up clendr will disply from which you cn select the pickup dte. Time - Click in this box nd specify the pickup time. Redy for Pickup - Click to select this option box to indicte the order is redy to be picked up. 4 Click on the OK button to sve your entries nd return to the POS screen. 135

136

137 New Customer Chpter 13

138 This option llows you to dd new customer record nd ttch it to the receipt. 1 Click on the New Customer button on the min menu. 2 This window displys: First Nme - Enter the first nme of the customer. Middle Nme - Enter the middle nme of the customer. Lst Nme - Enter the lst nme of the customer. Compny - Enter the compny nme. Club ID - Enter the club ID number for the customer, if pplicble. Emil Address - Enter the customer's emil ddress. Phone1 - Enter the customer's primry phone number. Cn Emil - Click to select this option box to indicte the customer cn receive emil from you. Cn Cll - Click to select this option box to indicte the customer cn receive phone clls from you. Address1 - Enter the first ddress line. Address2 - Enter the second ddress line, if necessry. City - Enter the city. Stte - Enter the stte. Zip - Enter the zip code. Cn Mil - Click to select this option box to indicte the customer cn receive mil from you. 3 Scroll down to see more fields: 138

139 Print Comments on Receipt - Click to select this option box to indicte comments should print on the receipt, then enter the comments in the box below. Exempt from Tx 1? - Click to select this option box if the customer is exempt from Tx 1. Exempt from Tx 2? - Click to select this option box if the customer is exempt from Tx 2. Tx ID/Reseller # - Enter the customer's tx ID or reseller number, if pplicble. Enroll in the Buying Club? - Click to select this option box to enroll the customer in your buying club. 4 Scroll down to see more fields: 139

140 ID Type - Click on the down rrow button nd select n ID type; for exmple, driver's license, militry, or pssport. DL/ID# - Enter the driver's license number or the number of the other ID type. Expires - Click in the box nd select the ID expirtion dte from the pop-up clendr. Stte - Click on the down rrow button nd select the stte from the drop-down list. Customer is firerms deler - Click to select this option box if the customer is firerms deler. FFL# - Enter the FFL number. Expirtion Dte - Click in the box nd select the FFL expirtion dte from the pop-up clendr. Account Customer - Click to select this option box if the customer hs house ccount. Pyment Terms - Click on the down rrow button nd select the pyment terms; for exmple, Net 30 or Net 60. House Account Credit Limit - If there is limit to the mount of house credit you will llow this customer, enter it here. Sttement Delivery Method - Click on the down rrow button nd select the sttement delivery method to use: No Sttements, By Mil, or By Emil. Sme s Billing Address - Click to select this option box if the shipping ddress is the sme s the billing ddress. Address1 - Enter the first line of the shipping ddress. Address2 - Enter the second line of the shipping ddress. City - Enter the city of the shipping ddress. Stte - Enter the stte of the shipping ddress. Zip - Enter the zip code of the shipping ddress. Phone2 - Enter second phone number for the customer, if necessry. Phone3 - Enter third phone number for the customer, if necessry. Phone4 - Enter fourth phone number for the customer, if necessry. Fx - Enter fx number for the customer. Add Customer Picture - Click on this button to dd picture to the customer record. 5 Scroll bck up to the top of the screen nd click on OK to sve your entries, nd the new customer record will be creted. 140