The barcode on the item is not scanning or the product is not found, what should I do to complete the transaction for my customer?

Transcription

1 FAQ s The barcode on the item is not scanning or the product is not found, what should I do to complete the transaction for my customer? First, scan the Scrubs and Beyond sticker ticket. If the sticker ticket does not work then, scan the Vendor Barcode. If you continue to experience problems after scanning the Vendor barcode tag, please contact Home Office. How do we count capture at the end of the day since the receipts do not print the customer's ? For now, stores should continue to manually track this by using tally marks on the capture tracking log. Will damages still have to be processed as they are now? Operations and Finance are working on best practices for damages. For now, continue to manually record damages on the Damage/RTV tracking log in your Store Operations Binder. Regional Managers will review, approve, and enter in Epicor during store visits until a best practice is in place. A store manager said that the "Initial This" name badges don't come in with any paperwork and sometimes are missing UPC's. How would we look up these items in Epicor? A memo was sent to stores on December 11 th with a list of accessories and the UPC to look up those specific items. Search for these accessories using the UPCs provided. When printing tickets by style, what is the format for looking the up under "vendor style?" It appears that each vendor is entered a little different. Is there a wildcard (%) search that I am not remembering? In order to print a ticket by style you will need to know the exact style number or UPC for the item(s) you need tickets for. There is not a wildcard search available in the ticket printing program. Please refer to the ticket printing quick reference guide and manual for additional information. When generating tickets by style, how do I only select the sizes and quantities in need? After you have submitted the style you would like to generate tickets for, select detail and change the quantity column to your desired ticket amount by size. When I print tickets by a Purchase Order why don t they print in order of style number? When you generate and print tickets by Purchase Order the tickets print in order of how they are listed on the Purchase Order. Will the name of the customer with special order appear anywhere in the PO information like it currently does in Celerant? No. Twice a week Christina will the Special Order Report with the weekly communication report. Eventually an automatic report will be sent to stores. This report will have the Store Number, Transaction Epicor FAQ pg. 1 Rev. 12/19/14

2 Number, Vendor, Special Order creation date, PO, PO creation date. The store will need to find the customer s order using the transaction number and PO number. What is the process for ringing embroidery sales in Epicor? If ringing in a special order that needs embroidery, simply add the embroidery fee onto the transaction. If a customer is buying an item in your store that needs to be embroidered you need to create embroidery, then ring in the item and add the embroidery fee, then end embroidery. When the item comes back and the customer comes to pick up you will then need to do an embroidery pick up very similar to a special order pick up. Need to know format to enter when trying to print one ticket. Each vendor is entered a different way. Reference the Ticket Printing Quick Reference Guide (page 2-6) to generate and print a ticket by style. "Free gift card promo" icon has a $10.00 price assigned to it? Is it supposed to be $0 or will stores still report the shortage at night as they do now? After following the ringing instructions for the free gift card promo, the $10.00 will no longer reflect in the total. Stores do not need to short their register! Ringing instructions for the FREE gift card promotion on Epicor Registers: After ringing qualifying purchase and FREE gift card: Highlight Free Gift Card line item Select F1 Modify Item Select F2 Item Comment Enter applicable promotional message (in this case FREE GC ) Select F1 Ok Complete the transaction I noticed that the cash returns receipt does not require a customer signature...will we not require a customer signature going forward on cash returns? Going forward, customers are not required to sign on cash returns. The receipt will require an associate and manager signature. Are we required to ask customers to show ID when paying by credit card? We are working on a standard operating procedure, but in short, no. The only time a customer should be asked for ID is if they have handed the associate their credit card for processing and the card is not signed. This must be done 100% of the time on transactions that an associate processes the credit transaction for the customer, and the card is not signed! You must not pick and choose who you ask for ID. Can I sign a customer up for our Loyalty program if they do not have an address? No, our new program is a web based program. A customer must have to be eligible for the program. Additional information on the program will be provided in the coming weeks. I can t give cash back on refunds with a Celerant receipt. If a customer would like to make a return for cash back and has a Celerant receipt: At the item entry screen, press Return (F3) At the prompt, press Yes (F1) that the customer has the original receipt Epicor FAQ pg. 2 Rev. 12/19/14

3 At the Return Receipt Information screen, enter the Tran. No and OK (F1) At the prompt, press OK (F1) to perform an offline return Search for the customer or create a new customer Enter the receipt information in the Offline Return prompt screen Scan the item Confirm the correct return price Select the reason code Press total (F8) Select Cash (F1) When we do embroidery it prints out a receipt for every quantity of embroidery we enter. Each line of embroidery will only print one receipt. You can change the quantity of the embroidery to the amount needed and it will print one receipt. If you have two different lines of embroidery each line will print a receipt. We cannot select multiple items at one time when we are special ordering. For example, when we are placing an order and need a full size run we have to do an inquiry for each size. Correct, you can only inquire on one item at a time. Coupons are not working when we scan them. The coupon code will be scanned or entered into the Promotion Code prompt. Please see the ringing instructions in the Epicor manual on page 33 for Item- Coupon discounts and page 44 for Subtotal- Coupon discounts for additional information. What happens if a customer comes into my store with a Life Uniform or Uniform City gift card? Are we still processing these as cash and alerting accounting? If a customer presents a Life Uniform or Uniform City gift card in your store, Epicor will allow for processing the gift card as tender through the POS. Please refer to gift card tender type in the Epicor manual for details on accepting a gift card as a tender type for more information. Will customers continue to incur inactivity fees on gift cards? No, in our new state, inactivity fees will be discontinued. How do we report pricing errors we find in the POS? Please refer to the Store Communication Report. Is there a quick way to get from POS to Desktop? Yes, while holding down the ALT key on your keyboard, press the TAB key. A rectangular box will appear on your screen that shows all open applications that you can access. If you press the TAB key in quick succession while holding the ALT key down, you will be able to choose which application you need. This is called toggling. The guest phone number does not show up on the RETURN receipt we keep in store, should it? No, this information should not appear on the store copy of the receipt. How will I know the status of my special orders from 12/2/14 to current day? Epicor FAQ pg. 3 Rev. 12/19/14

4 The Merchandising department is maintaining a manual log report of all special orders that have come in. This report will be updated and communicated to the field twice a week until we can resume paid special orders through the POS again. How will we process Group Grid Orders? Will we continue to send them in to Merchandising to process? The process for grid orders has changed. Stores will enter orders through the POS as no pay. Once the product arrives in store, the orders can be charged to the house account and delivered to the customer. This is not to be confused with fitline orders. Fitline orders should be sent in to Merchandising to Elyse Huber. When processing orders for Not on File items: Associates need to enter the correct retail cost so that they will be charged. Be sure that this cost is entered or the price will be $0.00. Do we need to continue to do cash declaration as part of our closing duties? Yes, until all stores are on Epicor we will keep the closing duties as is. How do I check the balance on a gift card? At the Main Screen, select Inquiry (F5), Balance Inquiry (F6) and slide your Gift Card in the Voucher Number line (you have to click in the Voucher Number line before you slide the gift card). Celerant use to print out multiple receipts for payroll deduction transactions. Can we get multiple receipts in Epicor? At the end of the transaction you can reprint the receipt from the previous transactions. (Instructions can be found on page 23 of the Epicor Cashier POS Manual). How do I know if I am in Training Mode on Web IM and what do I do if I am? When you log in to Web IM in the upper right hand corner you should see Scrubs and Beyond and should see the option of WebIM-1 and WebIM-2. If you see Express 0.2 and after logging in you are brought directly to the Inventory Management screen you are in training mode. Call the Help Desk if you are in training mode. How do I get the associate ID number? The associate ID number is assigned by HR once new hire paperwork for the associate has been submitted. The associate ID numbers are sent down to the registers daily from IT. Associate ID numbers that being with zeros; the zeros will be dropped when logging in to Epicor. Example: use The style inquiry field is not long enough for me to enter an entire style number. Enter the beginning of the style number followed by the wildcard and choose from the styles listed. Example: 4101_R_% What steps do I need to take when closing the registers at the end of the day? All registers that have been opened, including backroom registers, must have a final pickup preformed even if there was no money accepted. The banking step should only be completed on one register. Epicor FAQ pg. 4 Rev. 12/19/14

5 How do I go back and receive product I have put out on the floor but was unable to receive in due to the receiving freeze? You will look for the PO number from the packing list you kept on file. Since you will not have the UPC s to scan, you will need to receive the units by using the detail tab in Web IM. Please see page 21 of the Web IM Training Guide for details. I am receiving the following message when I try to enter a Taxable Voucher: The last input exceeds the max allowed. Please try a lower value. How do I process this voucher? Enter the customer information or search for an existing customer. Enter the items the customer is purchasing. Select Special Functions. Select Taxable Voucher. Enter the amount of the voucher as a negative value (Example of a $50.00 voucher: ) Enter the employee ID, Name, Voucher # and Department into the Voucher Information Screen. Complete the transaction as usual. On the Banking screen when closing out the register it asks for a Deposit Slip Number. I don t have a number on my deposit slips. Use the number on your Bank Deposit Bag as a reference number for your deposit. How do I search for an item that I need to special order? Within the special order follow these steps: Press F5 to perform an inquiry Press F4 for item inquiry Click your cursor inside of the style code box and type the first few characters of the style number followed by a % Example: S101% Scroll through the list until you find the item needed Press F1 to add the item to the order If it is not found by doing a wildcard search on the style, you will need to add the item to the order using the NOF (not on file) process. It is very important to search and look for the item before utilizing the NOF process. To use the NOF process, ESC back to the item entry screen. Type in the first few characters of the style number (be sure to use the same characters twice). You will be directed to the NOF screen to add the item information. Please be detailed. See pages 15 and 16 in the Cashier POS Manual for help with NOF. We are not receiving PO reports anymore, so how do I find my special order PO? Legacy Life and Uniform City stores will need the following information: The purchase order number is created as store number, system generated number and transaction number totaling 15 digits. For instance: Store 63, for customer transaction number is PO# (00063 represents the store number, 0001 is a system assigned number, and represents the customer POS transaction number). The Purchase Order # will be the document number in Web IM. Stores will need to use the transaction number to find customer special orders in the special order book. Scrubs and Beyond Special orders and as stores go live on Epicor: The Epicor special order PO number is 15 digits long. The first 13 digits will be the order number from your special order receipt, which contains the store and register number. The last two digits are system assigned as 00, 01, 02, etc. (example ). The only reason numbers other than 00 will be used is if a customer places a special order with multiple vendors within the same transaction. We will have a PO report next week which will aid stores in knowing the exact PO number and removing any need to guess what the last two digits will be. This PO number will also be on your pack list and within your inbound worklist in Web IM as the document number. Epicor FAQ pg. 5 Rev. 12/19/14

6 What store number is used to process web returns? As stores go live on Epicor, the number to use for web returns is 8000, for Life and UC stores still using Store21 hardware/software, you will process web returns as usual. There is no change for you until your stores go live on Epicor. Why does Epicor require we ask customers for the last 4 digits on the front of their credit card? This is a security feature to protect against stolen credit cards. Epicor FAQ pg. 6 Rev. 12/19/14