2013 TRIM-P.O.S. Software Corp. (519) Flashpoint POS Software

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1 CORPORATE OPERATIONS...3 SETTING UP THE CORPORATE CONTROLLER...4 CORPORATE ENCRYPTION...4 SETUP REGIONS AND LOCATIONS...5 Setup Locations...5 Setup Regions...7 Web Management...8 CORPORATE EMPLOYEE SETUP...9 SETTING UP AND RUNNING THE CORPORATE DATA SYNC...11 SET UP PORTS IN USE...12 EXECUTING THE PORT RUNNERS...13 SETTING UP THE STORES FOR USE WITH THE CORPORATE SOFTWARE...15 MAINTAINING DATA SETS...18 MASTER DATA SET...18 EDIT LOCATION SETUPS...18 COPY SETUPS TO LOCATIONS...19 COPY SETUPS FOR NEXT DOWNLOAD...22 QUICK COPY SETUPS FOR NEXT DOWNLOAD...26 CLEAR OUT DATA FOR NEXT DOWNLOAD CHECK FOR PENDING DOWNLOAD COPY EMPLOYEE SETUPS FOR NEXT DOWNLOAD (FROM LOCATION SETTINGS) CORPORATE MASTER EMPLOYEE SETUPS COPY MASTER EMP. SETUPS FOR NEXT DOWNLOAD) MAINTAINING EMPLOYEES BY IMPORTS...31 SET UP EMPLOYEE IMPORTS...32 PROCESSING EMPLOYEE IMPORTS...33 MAINTAINING MASTER INVENTORY...34 MASTER INVENTORY CONTROL...34 Auto Invoice Import / Export...35 Importing Data...36 Copying Inventory data to locations / Master Data Set...38 Mark all Items in Recipe...38 Setting up locations Vendors...39 Setting up Select Inventory Groups...39 Viewing Log Files...40 Setting up Master Vendors...40 Using Fast Edit...40 Indexing the Master Inventory...41 MAINTAINING HISTORY / REPORT DATA...42 MAINTAIN HISTORY DATA...42 MAINTAIN REPORT DATA...44 Check for Pending Imports...44 Process Pending Imports...45 Import Log...45 Clear Out Pending Imports...45 VIEWING IMPORT DATA...45 VIEW CLOSING REPORTS...45 VIEW HTML IMPORTS...45 VIEW IMPORTS

2 VIEWING UPLOAD / DOWNLOAD LOGS...46 VIEW UPLOAD LOG...46 VIEW DOWNLOAD LOG...47 INDEX MANAGEMENT...47 MAINTAINING MASTER CUSTOMER DATABASE...48 VIEW CUSTOMERS...48 REPORTS / EXPORTS / MAILING LABELS...49 Customer Totals by Month with Address and Phone...49 Phone - Name - Last Order Placed - Total Ordered Year to Date Total...49 Phone - Name - Last Order Date Employee...49 Phone - Name - Last Order Date...49 Delete Customers Based on Current Filter...49 Export Customers...50 Set Up Filter...50 Mailing Labels...51 Update Monthly Totals

3 Corporate Operations The will give you a brief explanation of all functions in the Corporate Software for Flashpoint. Although usefull for referance, you will require proper training to use the software. The following diagram illustrates how the Corporate server(s) and locations interact. When setting up the Corporate server, you must name the main server flashpoint1 and share the trim-pos folder as trim-pos (it is recommended that you use a dedicated server), the port runners and administratator stations must be name flashpoint2, flashpoint3 etc. and trim-pos folders must be shared as trim-pos When setting up locations, the server for each location (as well as the corporate lab) must also be named flashpoint, and the trim-pos folder shared as trim-pos. The stations must be named flashpoint2 (station #2), flashpoint3 (station #3) etc. and the folders shared as trimpos When setting up the internet connections for the port runner(s), you must be sure that you have a separate internet provider for the main port runner(s) then you do for the backup port runner(s). This insures that if one provider goes down the system will continue to work properly off of the backup (for more detailed information see the indidual port runner setup manuals)

Once the corporate operations software has been run, and your corporate Id has been entered, the following screen will appear allowing you to run all of the corporate operations from this screen.

4 Once the corporate operations software has been run, and your corporate Id has been entered, the following screen will appear allowing you to run all of the corporate operations from this screen. Corporate Encryption Setting up the Corporate Controller Flashpoint uses the Microsoft Cryptographic API with the Microsoft Enhanced Cryptographic Provider. Internet Explorer Version 3.0 or later is required. The Enhanced Provider is currently available only within North America, thus providing you with the highest legal encryption available. Flashpoint database files use 160-bit encryption. Bundled zip files use the corporate password. In the event of failure to encrypt or decrypt, delete the machine keys. Machine keys are kept at \Documents and settings\all Users\Application Data\Microsoft\Crypto\RSA\Machinekeys. User keys are kept at \Documents and settings\application\data\microsoft\crypto\rsa\. To setup the corporate encryption password select the Corporate Encryption button. Once selected, the following screen will be displayed

If you would like to test the encryption key, you can enter text in the space provided and touch the Test Encryption button.

5 To set the encryption, simply type a password into the Set Password section. The longer the password, the higher the encryption will be. Once set, be sure that all locations have the exact same password set; spaces, punctuation and caps must match exactly. If you would like to test the encryption key, you can enter text in the space provided and touch the Test Encryption button. If working correctly, the text displayed at the bottom of the screen will match the text entered by you, if not, you will need to delete the machine keys and try the test again. Setup Regions and Locations The setup Regions and Locations section will allow you to set up each individual store and regions of stores, for the corporate software. This should be done prior to any other functions in the corporate reporting software. Setup Locations Once Setup Locations has been selected the following screen will be displayed allowing you to enter all of your stores into the corporate software

Store # Enter the store number of the location. It is important that the correct store number is entered, and there are not multiple stores with the same #.

6 If the delete button is selected the currently highlighted location will be deleted from the corporate software. If the Add / Edit button is selected the following screen will appear allowing you to add a new location or edit an existing one. Store # Enter the store number of the location. It is important that the correct store number is entered, and there are not multiple stores with the same #. Location Name/Address/City/State/Zip/Phone/ /Fax The information for the location. Open / Closes at The times that the store opens and closes, by the day of the week (used for one number system). Location Owner Name/Address/City/State/Zip/Phone/Cell/ Personal Information for - 6 -

7 the owner/operator of the location. Location has Specific Menu If this location has a different menu from the master data set, select this option. Once set the corporate software will not allow you to accidentally copy over the data set (using copy setups to locations) thus insuring that the data is always intact. Uses Credit Card Interface If this location will be accepting credit cards for delivery (used in conjunction with the one number system) this option must be selected. Setup Regions The setup regions section will allow you to group your stores into regions. Once setup you may copy out data by the region as well as do any reports by the region. Setting up Region Names To add a new region, select the Add button (left hand side of the screen) under the list of regions. Another box will be displayed allowing you to enter the name of the region. To delete a region, highlight the region to delete and select the delete button (left hand side of the screen) under the list of regions. If deleted incorrectly, you can use the Recall button to restore a deleted region. To edit the name of the region select the region then select the edit button (left hand side of the screen) Setting Stores to a Region To add a store to a region, first select the region to add the store to and select the Add button (right hand of screen) under the list of locations. Another screen will be displayed which includes a list of all stores. Choose a store then click on the select button. To delete a location from a region first select the region to delete the location from and select the delete button (right hand of screen) under the list of locations

8 Web Management The web management allows you to setup which menu each location will use, and upload the menus to the web. If all stores have the same menu, you can simply have every store get their menu from one central location. This way when making changes, you only have the change once. If locations will have different menus / pricing, you must have the locations that are different choose their own menu. Once you have selected the web management button, the following will appear: To select the menus that each location will use, simply highlight every location and press the Edit button to display the following screen: If the location will have it s own menu on the web, select the Upload Menu for This Location option. If multiple stores will have the same menu, you can setup the web on one store and enter that store number in the space provided beside the Use menu on store number option. Once set you can select the locations that you wish to upload to the web (using the select all button will automatically set all to yes, otherwise just click on each location you wish to upload). Once you complete choosing the locations, touch select and the system will create the export. To setup the web, edit the location s data set and follow the directions in the Setting up Your Multi Store locations for On-Line Ordering using the Enterprise Solution manual. You can also find detailed instructions for setting up and uploading data

Corporate Employee Setup The corporate Employee Setup will allow you to setup access to the corporate software. The employees that already exist in the Master Data Set will be shown below.

To select the employee, scroll through the list with the Up Pg and Dn Pg keys until the employee is displayed in the list then touch the employee to edit.

9 Corporate Employee Setup The corporate Employee Setup will allow you to setup access to the corporate software. The employees that already exist in the Master Data Set will be shown below. Once selected, the following screen will appear allowing you to select the employee you wish to change. To select the employee, scroll through the list with the Up Pg and Dn Pg keys until the employee is displayed in the list then touch the employee to edit. Once the employee has been selected the following screen will appear allowing you access to setup the areas of the corporate software that the employee will have access to. Set Up Master Data Set If selected the employee will have access to setup the functions in the master data set. In order to use areas of the master data set, the employee will also need - 9 -

10 to have the areas of access setup under the Employee setup of the master data set. Edit Location Setups If selected the employee will have access to setup the functions of the individual locations data sets. In order to use areas of the locations data set, the employee will also need to have the areas of access setup user the Employee setup of the specific locations data. Copy Setups to Locations If selected the employee will be able to copy data sets from one location to another (from within the corporate software). Copy Setups for Next Download If selected the employee will have access to copy setups out for the stores to download. Quick Copy Setups for next Download If selected the employee will have access to the Quick Copy Setups for next Download feature (allows you to copy out changes fro all locations without the system first validating changes, if used incorrectly you will need to send a complete menu to the stores). Clear Out data for next Download If selected the employee will have access to clear out pending downloads. Check for Pending Downloads If selected the employee will have access to view pending downloads. Copy Employee Setups for Next Download (by location and/or Master Employee File) If selected the employee will have access to copy the employee setups for the store(s) to download. You can give the employee access to copy out the setups by the location and/or from the master emplyee file. Corporate Master Employee Setup Grants access to the corporate master employee setups (used when keeping one employee file for all locations). Set up Employee Imports Allows the employee to setup the employee imports. Process Employee Imports Grants access to import employees from an outside source (see the Process Employee imports section of the manual). Master Inventory Control Allows the employee to setup/import/export the master inventory data. Corporate Encryption Allows the employee to set the corporate encryption password. Set up Regions and Locations Allows the employee to add/delete/setup regions and locations used by the corporate software. Access To Corporate Employee Setup Grants the employee access to this section. Corporate Reporting If selected the employee will have access to the corporate reporting section, the employee will also need to have the areas of access setup user the Employee setup of the master data set as well. Exceptions Reporting If selected, the employee will have access to the the exception reports

11 Check for Pending Imports (Maintain Report Data Section) If selected, the employee will be able to view any pending imports (report data ready to be imported). Process Pending Imports (Maintain Report Data Section) If selected, the employee will have access to process the pending imports (imports report data into corporate reporting). Import Log (Maintain Report Data Section) If selected, the employee will be able to view / clear out the import log (log file that displays all imports from the locations. View Html Imports (View Import Data Section) If selected, the employee will be able to view the html imports from the store(s) Brings up the import in explorer. View Imports (View Import Data Section) If selected, the employee will be able to view / delete / print ASCII imports from the stores. View Download Log Allows the employee to view / clear a log file of all downloads executed by the stores. View Upload Log Allows the employee to view / clear a log file of all uploads from the stores. View / Edit Customers Allows the employee to view and change information on all customers stored in the master customer file. Customer Reports / Exports / Mailing Labels Allows the employee to run reports and export corporate customer data. Maintain Data Sync / One Number / Gift Cards/ Frequent Customer Grants access to differents areas of the port servers. Index Management Allows the employee to index the corporate data. Maintain History Data Allows the employee to clear out history data. Card Administrator Sets the employee as a Card Administrator allowing the credit card function to be setup (Used in conjunction with the one number system). Once turned on, the employee must setup the credit card through a One Number Order Taker computer. Setting up and Running the Corporate Data Sync The Corporate Data Sync runs on a dedicated computer(s) to allow stores to connect to the corporate software and upload or download information. To setup the Corporate Data Sync, complete the following steps: Select Data Sync Server Setup from the following section of the Corporate Controller

1) Setup the ports that will be in use by the Datasync server(s) (see the Set Up Ports in Use section): 2) Execute the Datasync Server(s) (see the running the Port Runner(s)section) 3) Setup the one

displayed, allowing you to setup the incoming ports that will be used for the corporate port runners.

12 1) Setup the ports that will be in use by the Datasync server(s) (see the Set Up Ports in Use section): 2) Execute the Datasync Server(s) (see the running the Port Runner(s)section) 3) Setup the one Corporate Datasync at the locations (See the setting up locations section) 4) Execute the Datasync Socket at the store(s) Set Up Ports in Use Under the Data Sync Server Setup section the following is displayed, allowing you to setup the incoming ports that will be used for the corporate port runners. Once a request is made on an incoming port, the router will automatically send the request to the appropriate Port Runner. To add a new IP and Port simply select the Main Server (for the main port runner) or the Backup Server (for the backup server) button to display the following: First enter the name that you wish to call the port runner (this is for reference only) and enter the IP address of the corporate computer the port runner will be run on. Every port runner must be named differently and have a port number assigned. Choose a port number that is registered for general use. Registered ports range from 1024 to If you do not have a registered port to use, review the list of assigned registered ports and choose a port in the range 5001 to that is not in use. Ports 1024 to 5000 are also registered, however operating systems use ports in this range for client programs. Consider registering a port you choose to use. Choose a port number that does not contain patterns or have a known meaning. That is, avoid port numbers that more likely to be used by others because they are easier to remember

Do not use ports 1 to 1023. These ports are reserved for use by the Internet Assigned Numbers Authority (IANA). Avoid using ports 49152 through 65535.

13 Do not use ports 1 to These ports are reserved for use by the Internet Assigned Numbers Authority (IANA). Avoid using ports through These are dynamic ports that operating systems use randomly. If you choose one of these ports, you risk a potential port conflict. The following ports must also not be used as they are used internally by Flashpoint; 25, 80, 1101, 2003, 5503, , , 8901, 8902, , The port on the router must also be assigned to the appropriate computer. The Main Port runner and Backup port runners should be on different internet providers which will allow the system to continue if one provider fails. The location(s) will look for the main port, and if a failure occurs accessing the port, will automatically search for the backup port until it is able to connect to one of them. In order for the stores to connect properly, both the main port as well as the backup port must be set. The port server can handle unlimited connections. If you are using a standard version of Windows (XP, Win7 etc.) only two stores will download at a time and when complete the next two stores will grab the data. If using Windows Server an unlimited number of Stores will be able to download at a time. When sending files to Corporate, there is no limit whether you are using Windows Server or not The location server path is the path to the server at the location. Except in special circumstances, the path should always be \\flashpoint1\trim-pos\. If set incorrectly the store(s) will not import any changes. Executing the Port Runners To execute the port runners on the corporate machine, run the corporate controller and select Process Main Port Server (if this station is to run the main port server) or Process Backup Port Server (if running the backup port server). Once the Port server is run, the following screen will be displayed; this screen will display a list of all the locations including the last time that each store connected

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15 Setting up the Stores for use with the Corporate Software Before interacting with Corporate the store(s) have to be setup correctly. You must complete the following setups for every corporate location: At the store, select the Corporate Datasync button from the system menu. Once selected, the following screen will appear. If you wish to export any data to corporate you must select the data to export as well as the host IP Address and Port # to send the data to. You must also set the DataSync Timing (sets how often Flashpoint checks for file changes). The file formats for the exported data are documented in the Exported File Formats manual. Export Purchase Orders when Placed If selected, the system will export the purchase orders as soon as they are generated under the inventory section. Export Inventory with Closing If selected, the system will upload the inventory export to corporate when the days sales are closed our. Export General Ledger Entry Daily If selected, the system will send the general ledger entry for the day to corporate when the day s sales are closed out. Generate Daily Doc Report Export If selected, all of the data required for the daily doc will be exported, making it available for the corporate reporting. In order to use this option, you must also have the daily doc turned on to print with closing. Generate Weekly Doc Report Export If selected, all of the data required for the weekly doc will be exported, making it available for the corporate reporting. In order to use this option, you must also have the daily and weekly doc turned on to print with closing. Generate Inventory Daily Doc Report Export If selected, all of the data required for the inventory daily doc will be exported, making it available for the corporate reporting. In order to use this option, you must also have the daily doc and inventory daily doc turned on to print with

16 closing. Generate Weekly Minor Pay Period Report Export with next auto change Pay Time Clock Report If selected the system will export the minor pay period report once the system automatically changes to the next pay period (setup under system setup ->Auto Advance Time Clock). Generate Weekly Minor Pay Period Report Summary Export with next auto change Pay Time Clock Report If selected the system will export the minor pay period report summary once the system automatically changes to the next pay period (setup under system setup - >Auto Advance Time Clock). Generate Weekly Time Export with next auto change pay time clock period If selected the system will generate the weekly time clock export, once the system automatically changes to the next pay period (setup under system setup ->Auto Advance Time Clock). Generate Weekly Time Clock report Export with next auto change pay time clock period If selected the system will export the weekly time clock report, once the system automatically changes to the next pay period (setup under system setup ->Auto Advance Time Clock). Generate Weekly Hours Worked Time Clock report Export with next auto change pay time clock period If selected the system will export the hours worked report, once the system automatically changes to the next pay period (setup under system setup ->Auto Advance Time Clock). Generate Weekly Minor Hours Worked Time Clock report Export with next auto change pay time clock period If selected the system will export the Minor hours worked report, once the system automatically changes to the next pay period (setup under system setup - >Auto Advance Time Clock). Generate Weekly Driver Time Export with next auto change pay time clock period If selected the system will generate the weekly Driver out time export, once the system automatically changes to the next pay period (setup under system setup ->Auto Advance Time Clock). Generate Daily Time Clock data With Closing If selected the system will automatically export the Time clock data when the day s sales are closed out. Once generated it may be setup to export to corporate automatically, or, may be left for corporate to download. Generate Time Clock Driver out Report With Closing If selected the system will automatically calculate the Time clock driver out report when the day s sales are closed out. Once generated it may be setup to export to corporate automatically, or, left for corporate to download. Generate Pick Up & Delivery Customer Total Purchases with Closing If selected the system will generate and send the customer purchases for the day to corporate when the days sales are closed out. The Pickup and delivery customer Export will only include customer s, who made a purchase on the individual exported day s sales. If there are no delivery or pickup orders for the day, the file size, when generated for corporate, will be zero. This ensures that the files are being sent to corporate even if they are empty

17 Generate Pick Up & Delivery Customer Detail Purchases with Closing If selected the system will generate and send the customer detail purchases for the day to corporate when the days sales are closed out. The detailed purchases include all items that the customer ordered on the day. The Pickup and delivery customer Export will only include customer s, who made a purchase on the individual exported day s sales. If there are no delivery or pickup orders for the day, the file size, when generated for corporate, will be zero. This ensures that the files are being sent to corporate even if they are empty. Generate Daily Data with Closing The daily data export includes all of the sales for the day in a comma-delimited format. If you wish to export the file at the end of the day, select this. Send Exceptions If selected the system will export all of the data required to make the exceptions report with closing. Remove all spaces from exports If selected, the system will remove all spaces from the exports making the export files smaller. Do not export 0 totals If selected, the system will not export anything without a total Use field separator [, ] or [,] Select the field separator that you wish to use for the exports. If you select [, ], all fields in the export will be in brackets and will be separated by commas, otherwise the field will not be in brackets (but still will be separated by commas). Return Yes / No as [Yes / No] or [1 / [nothing] Select the method that you wish to have Flashpoint export the Yes and No answers. If you select Yes / No the selections will be exported as yes or no, otherwise they will be exported with a 1 if it is yes and, if no, a [space]. Host IP/Backup IP Address and Port # The IP address and port # of the actual Datasync server Station # to execute Client Data Pump on Enter the station # that will be running the data pump software. The data pump software sends and received data from Corporate and initiates changes based on the data. Datasync timing interval in Minutes Enter the number of minutes you wish to wait between checking for uploads/downloads. Entering too small a number will cause the station to slow down, entering too large a number will cause too much time to elapse between menu changes and new setups being ready to download and actually being implemented

18 Maintaining Data Sets Master Data Set The master data set, once selected will run Flashpoint using the master set of files. The master data set must be setup before any other locations. For detailed information on setting up the master data set please refer to the programming manual. Edit Location Setups Once selected, the following screen will appear allowing you to select the specific location to setup. The locations must be setup under Setup Regions and Locations prior to being able to select a location. To select a location, simply highlight the requested location (you can use the search button to quickly find a location in the list) and click on the Select button. If the location has not yet been accessed the system will automatically copy in an empty set of files (from there you can use copy setups to locations to copy data from the master data set or another similar data set). For detailed information on setting up the locations data please refer to the programming manual

Copy Setups to Locations Once selected, the following screen will appear allowing you to copy out setups from one location s data set to another.

19 Copy Setups to Locations Once selected, the following screen will appear allowing you to copy out setups from one location s data set to another. Once copied out you cannot restore the original data sets. Example; If you create a master data set and wish to have all locations the same you may copy out the data set from the master data set to all locations data sets. A data set is a separate directory on the corporate computer, which holds the locations specific setups (duplicate of actual setups from store). Use Data Set from Master Data Set If selected the system will copy out file changes from the master data set, to the selected location(s) data sets. Use Data Set From Selected Location If selected the system will copy out file changes from one of the locations data sets (to be selected when the send now button is pressed), to the selected location(s) data sets. The following setups (when checked off) will be copied from the location(s) specified above (Master / Selected location) to the selected locations data sets. Caution: Any data previously setup will be overwritten be sure that the correct locations are selected. Images Images are bitmaps stored on the drive and used as a background image in order entry, table layouts etc. In order to be copied correctly the image must be stored in the \flash\data\image folder of the location. Menu Replacement Includes all setups done under menu setup (sales items, call buttons, screen functions etc.) Reasons for Deletion Reasons for deletions setup under System Setup. Charge Card Setups Setups done under the Charge Card Setup section. Inventory, Recipes & Vendors Setups done under the inventory button, including inventory

20 items, vendors, recipes, etc. Quick Books Pro Closing GL Entry Setup Setups completed using the Export to Quick Books Pro button (under system setup). Paid Out Setups Paid out setups completed using the paid out button. Report Setups Includes periods setup under system setup as well as any reports created under the reports section and all setups done under the report section (daily doc, etc.) Printer Setups Includes all printer setups done from the printer setup button (under system setup), including printer types, names, ports, printer redirects etc. Projection Setups Includes all files used to setup the projection reports. CAUTION: If selected, the system setups will also be copied out. It is important that you have the locations properly setup prior to selecting this. System Setups Includes all setups done under system setup except printers, report periods, Quick Book pro, reason for deletion, check stub advertising and concepts. Concept Setups Includes all files used to setup the concepts (including shared concept setups and concepts available). Time Clock Setups Includes all setups completed using the time clock setup button. House Charge Minimum Billing Setups Includes all setups completed using the minimum billing setup (under the house charge section) Flashpour Setups Includes all setups completed under the setup section of the Flashpour button. Employee Tests Includes all tests created under employee setup. Employee Form Letters Includes all Form Letters created under employee setup. Employee Schedules Includes schedules created using the schedule button (under the time clock setup). You must be sure that all employees listed on the schedule are located in the location you select to send the data to. Message Board Includes the text that you typed into the message board. Check Stub Advertising Includes any check stub advertising that you created under system setup. Come Back Coupons Includes the come back coupon setups completed from the come back coupon setup (located on the main system menu). Frequent Customer and Menu Includes all files required for the frequent customer setup. CAUTION: If selected, the menu setups and system setups will also be copied out. It is important that you have the locations properly setup in the locations prior to selecting this. Custom Dialogs Includes all files used to create custom dialogs

21 Digital Signage Copies the digital signage setups. In order to be copied correctly the images made for the signs must be stored in the \flash\data\image folder of the location. Select All Selects everything on the list to create a new store. Clear All If you choose select all in error use this to clear the settings. Send To Selected Locations If selected the system will copy out the changes listed above to only the locations selected once the send now button is pressed Send To Selected Regions If selected the system will copy out the changes listed above to all of the locations located in the region(s) selected once the send now button is pressed Send To All Locations If selected the system will copy out the changes listed above to all locations. Once the appropriate setups are selected, click on the Copy Now button to display the following screen (if you chose to copy from the master data set this screen will be bypassed). Select the location that you are copying the files from then click on the Select button. The following screen will display (if you chose copy to all locations this screen will be bypassed):

22 Select the location or region to copy the files to and the corporate software will automatically copy the files to that locations menu folder. Copy Setups for Next Download The copy setups for next download function will copy out the selected changes from the corporate machine, to be ready to be downloaded by the selected stores. Once the changes have been downloaded to the location the changes will be implemented and cannot be reversed

23 Use Data Set from Master Data Set If selected the system will copy out file changes from the master data set, to the selected location(s) download folder. The location(s) will then download and import the changes. Use Data Set From Selected Location If selected the system will copy out file changes from one of the locations data sets (to be selected when the send now button is pressed), to the selected location(s) download folder. The location(s) will then download and import the changes. Use Each Locations Data If selected the system will copy out file changes from the locations own data sets (to be selected when the send now button is pressed). The following setups (when checked off) will be copied from the location(s) specified above (Master / Selected location) ready to be downloaded and installed by the selected store(s). Caution: Any data previously setup at the store will be overwritten be sure that the correct locations are selected. Images Images are bitmaps stored on the drive and used as a background image in order entry, table layouts etc. In order to be copied correctly the image must be stored in the \flash\data\image folder of the location. Menu Replacement Includes all setups done under menu setup (sales items, call buttons, screen functions etc.) Reasons for Deletion Reasons for deletions setup under System Setup. Charge Card Setups Setups done under the Charge Card Setup section. Inventory, Recipes & Vendors Setups done under the inventory button, including inventory items, vendors, recipes, etc. Quick Books Pro Closing GL Entry Setup Setups completed using the Export to Quick Books Pro button (under system setup). Paid Out Setups Paid out setups completed using the paid out button. Report Setups Includes periods setup under system setup as well as any reports created under the reports section and all setups done under the report section (daily doc, etc.) Printer Setups Includes all printer setups done from the printer setup button (under system setup), including printer types, names, ports, printer redirects etc. Projection Setups Includes all files used to setup the projection reports. CAUTION: If selected, the system setups will also be copied out. It is important that you have the locations properly setup prior to selecting this. System Setups Includes all setups done under system setup except printers, report periods, Quick Book pro, reason for deletion, check stub advertising and concepts. Concept Setups Includes all files used to setup the concepts (including shared concept setups and concepts available). Time Clock Setups Includes all setups completed using the time clock setup button

24 House Charge Minimum Billing Setups Includes all setups completed using the minimum billing setup (under the house charge section) Flashpour Setups Includes all setups completed under the setup section of the Flashpour button. Employee Tests Includes all tests created under employee setup. Employee Form Letters Includes all Form Letters created under employee setup. Employee Schedules Includes schedules created using the schedule button (under the time clock setup). You must be sure that all employees listed on the schedule are located in the location you select to send the data to. Message Board Includes the text that you typed into the message board. Check Stub Advertising Includes any check stub advertising that you created under system setup. Come Back Coupons Includes the come back coupon setups completed from the come back coupon setup (located on the main system menu). Frequent Customer and Menu Includes all files required for the frequent customer setup. CAUTION: If selected, the menu setups and system setups will also be copied out. It is important that you have the locations properly setup in the locations prior to selecting this. Custom Dialogs Includes all files used to create custom dialogs. Digital Signage Copies the digital signage setups. In order to be copied correctly the images made for the signs must be stored in the \flash\data\image folder of the location. Select All Selects everything on the list to create a new store. Clear All If you choose select all in error use this to clear the settings. Re Send Location Data From If selected the Corporate Software will send a command to the location(s) telling them to re-send the closing data and exports during the time period entered. This is normally used if you receive corruption in an import. Delete Location Data Up to and Including Selecting this will send a command to the locations, telling them to delete the export files that are dated prior to and including the date specified here. Send To Selected Locations If selected the system will copy out the changes listed above ready to be downloaded by the stores selected once the send now button is pressed Send To Selected Regions If selected the system will copy out the changes listed above ready to be downloaded by all of the stores located in the region(s) selected once the send now button is pressed Send To All Locations If selected the system will copy out the changes listed above ready to be downloaded by all stores

25 Enter Date to install in Location This is the date that the store will install the above setups (Must be downloaded by the store before that date). Install Within the XX Hour Informs the store to import the data during the hour specified. This allows you to set the store to import the data after it is closed. The hour entered is in military time. Example; if you want the system to install the software after 11:00pm enter 23, after 1:00am enter 1. Force Complete Data Update If selected the entire setups will be sent to the store. If not selected, the system will only send changes since the last download (creating smaller files). If not selected Flashpoint searched through the files being sent and compares them with the last files sent and creates an export that includes just the differences. Once the appropriate setups are selected, click on the Create Export Files Now button to display the following screen (if you chose to copy from the master data set or use each locations data, this screen will be bypassed). Select the location that you are copying the files from then click on the Select button. The following screen will display (if you chose copy to all locations this screen will be bypassed):

26 Select the location or region to copy the files and the corporate software will automatically copy the files ready for the location(s) to download. Quick Copy Setups for Next Download The quick copy setups for next download function will copy out the latest download files (created using the copy setups for next download) from one locations data set to all stores selected after clicking on the Copy Now button. This will speed up the process of sending data to the stores, as it will not have to be re-packed, instead just copied. Once selected, the following screen will display:

27 Select the location that you are copying the packed download files from then click on the Select button Note: be cautious when using this as if server, menu etc. setups are copied out with the location selected, they will be copied to all locations. The following screen will then display (if you chose copy to all locations this screen will be bypassed): Select the location or region to copy the files and the corporate software will automatically copy

28 the files ready for the location(s) to download. When using the quick copy feature you must have previously sent the full update from the location that you will be copying from to all stores that you will be copying to. When setups are sent to the location, the locations files are compared to the last data sent to the store. And only the changes are copied out for download. If done incorrectly the stores data could become out of sync with corporate. As with sending any files, you should send them to the lab to test prior to sending to the actual location. Clear out Data for Next Download - The clear out data function will clear the data that has been copied out for the location(s) to download. Because the location(s) will automatically clear this out once you download the data, only use this function if you copy out the data by mistake. Another reason for this is if you will be getting the data on your own. To select the location(s) to clear the data for, just touch the location(s), and the Copy To field will than be changed from No to yes. You can quickly set all locations to yes by using the Set All Yes button or to no by using the Set All No button. Check for Pending Download - This function allows you to check for any pending downloads (data that has been processed from the Copy Setups for next Download or Quick Copy Setups for Next Download buttons, but has yet to be downloaded by the store(s))

29 Copy Employee Setups for Next Download (from location settings)- This function allows you to copy the employee setups from corporate (from the individual locations data sets) to be ready for download by the location(s). To select the location(s) to send the server setups to, just touch the location(s), and the Copy To field will be changed from No to yes. If all locations are set to no (default), the system will send the server setups to all locations. You can quickly set all locations to yes by using the Set All Yes button or to no by using the Set All No button. Enter Date to install in Location This is the date that the store will install the above setups (Must be downloaded by the store before that date). Install Within the XX Hour Informs the store to import the data during the hour specified. This allows you to set the store to import the data after it is closed. The hour entered is in military time, ex. If you want the system to install the software after 11:00pm enter 23, after 1:00am enter 1. Force Complete Data Update If selected the entire setups will be sent to the store. If not selected, the system will only send changes since the last download (creating smaller files). If not selected Flashpoint searched through the files being sent and compares them with the last files sent and creates an export that includes just the differences. Once the select button is selected the system will copy out all of the employee setups for each location specified and they will be available for download by the location(s)

Corporate Master Employee Setups- If you have employees that work in multiple locations you can setup one master employee file that holds all employees for all locations.

30 Corporate Master Employee Setups- If you have employees that work in multiple locations you can setup one master employee file that holds all employees for all locations. If your employees only work in one location, you would set them up using each locations data set. You have the option to use the master employee file or the locations employee file, but not both. When using the master employee file, all employees setup in through the Corporate Master Employee setup will be sent to every location that matches the store number set for the employee. The system will send employees set to store number 0 to all locations. For detailed information on setting up employees, please view the employee setup manual. Copy Master Emp. Setups for Next Download)- This function allows you to copy the employee setups from corporate (from the master employee file) to be ready for download by the location(s). To select the location(s) to send the server setups to, just touch the location(s), and the Copy To field will be changed from No to yes. If all locations are set to no (default), the system will send the server setups to all locations. You can quickly set all locations to yes by using the Set All Yes button or to no by using the Set All No button. Note: existing employees are not removed from the stores when a new employee file is sent down. Be cautious when using this as the employee files can become out of sync if an employee is set to an incorrect store then changed. Enter Date to install in Location This is the date that the store will install the above setups (Must be downloaded by the store before that date). Install Within the XX Hour Informs the store to import the data during the hour specified

31 This allows you to set the store to import the data after it is closed. The hour entered is in military time, ex. If you want the system to install the software after 11:00pm enter 23, after 1:00am enter 1. Force Complete Data Update If selected the entire setups will be sent to the store. If not selected, the system will only send changes since the last download (creating smaller files). If not selected Flashpoint searched through the files being sent and compares them with the last files sent and creates an export that includes just the differences. Once the select button is selected the system will copy out all of the employee setups for each location specified and they will be available for download by the location(s). Maintaining Employees by Imports The employee imports allow you to import your employees from an accounting package (like Lawson s). In order for the import file to work, it must be named empfile.txt and be placed in the \flash\data\corporatserverimports\import folder on the corporate server. The format for the employee import file must be a 270-character string with the last character #270 being a line feed (decimal 10). The fields in the file must be as set below: First six characters must be space UEMP Character #7 to 9 = store number Character #10 to 12 = employee number, must be different number for each employee for a specific store Character #51 to 70 =address Character #103 to 122 = city Character #129 to 130 = state Character #131 to 140 = zip Character #141 to 160 = name Character #201 to 202 = employee import type 1 to 10 Character #203 to 212 = phone Character #213 to 216 = pay rate without decimals, a pay rate of $11.99 would be 1199 Only employees with a pay rate less than $19.99 will have their pay rate set. Character #217 to 225 = social insurance number Character #228 to 234 = birth date, ex. Jan. 1st 2006 would be Character #235 to 240 = date hired, ex. Jan. 1st 2006 would be Fill all non-defined fields with spaces

Set Up Employee Imports If you wish to use an employee file from an outside program instead of the employee files from the master data set or the locations data sets, you may do so using this

32 Set Up Employee Imports If you wish to use an employee file from an outside program instead of the employee files from the master data set or the locations data sets, you may do so using this function. Note: If using the employee import function to maintain employees, you must use this every time an employee is added. This function will allow you to setup relation between the custom server import and Flashpoints employee setups. Once selected, the following screen will appear. It is important that you set the relation for every employee type that you currently have, otherwise employees will be exported with no rights. The Include Employees in All Exports section will allow you to select the employees that will be exported to every location (administrator, area consultants etc.) these employees will be included in every export and will be the same at all locations. To select an employee to include in all exports, double click on the employees name and the copy with each export flag will be changed to Yes. If the employee is not listed on the screen, you may scroll through the list using the Up Pg and Dn Pg keys. To add a new employee, select the Add button, to edit an employee select Edit, to delete an employee, highlight the employee to delete and select the delete button. Once the add or edit buttons have been selected, you will be prompted for the employee information. For detailed information on adding a new employee please see the employee setup manual. The Set Employee Import Types section will allow you to set the relationship between the default employees entered above, and the employee type field of the employee import file. To add a new employee import type touch the Add button, to edit an employee import type, highlight the employee type and select the Edit button. To delete and employee type, highlight the employee type and select the Delete button (Caution if there are employees in the import file that are set to the employee type that you are deleting they will no longer have

any access rights). If the employee type to edit/delete is not displayed on the screen, you may use the Up Pg and Dn Pg keys to scroll through the employee type list.

To select the default employee, highlight the appropriate selection and touch the Select key (if the default employee is not listed on the screen, you may use the Up Pg and Dn Pg keys to scroll

33 any access rights). If the employee type to edit/delete is not displayed on the screen, you may use the Up Pg and Dn Pg keys to scroll through the employee type list. Once either the Add or Edit employee Import Type keys have been selected the following screen will be displayed allowing you to select the default employee to set the relation. To select the default employee, highlight the appropriate selection and touch the Select key (if the default employee is not listed on the screen, you may use the Up Pg and Dn Pg keys to scroll through the list. Once the default employee type has been selected, the following screen will be displayed.. Enter the Corporate Id type (the employee type that comes from the employee import file) as well as the employee type (employee types that have been setup through the Time clock setup of the master data set). When the setup is complete, select the Finished key. The employee type is used to enter the pay rate for the employee, under the correct employee type when importing the file. Processing Employee Imports When the import program is run, the system will look at the corporate employee type that is set in the import file, find the default employee (as set above) that the corporate employee type is set to and duplicate the setups of the two. The import program will then copy out the

34 employees to all of the locations export directories, ready to be downloaded from the locations. Each export directory will include employees that belong to that store (store number must be set in the import file) as well as the employees set to be exported to all locations. At the location, once the import file is downloaded, the system will automatically implement the changes. The manager will not need to shut down the system to implement them. Any new employees that are sent to the store must be given an ID by the manager of the store. To run the import program, select the Process Employee Imports button and the following screen will appear: Creating an Employee File for Download - If you select Create Employee File to be Included with next Download, the system will create an employee file (based on the import file) and mark it to be downloaded the next time you copy out any files for download (including menu, system setups etc.). If the Create Employee File Ready for Download option is selected, the system, will create an employee file ready to be downloaded by the stores, the next time they check for downloads. Enter Date to install in Location This is the date that the store will install the above setups (Must be downloaded by the store before that date). Install Within the XX Hour Informs the store to import the data during the hour specified. This allows you to set the store to import the data after it is closed. The hour entered is in military time, ex. If you want the system to install the software after 11:00pm enter 23, after 1:00am enter 1. Force Complete Data Update If selected the entire setups will be sent to the store. If not selected the system will only send changes since the last download (creating smaller files). If not selected Flashpoint searched through the files being sent and compares them with the last files sent and creates an export that includes just the differences. Maintaining Master Inventory The master inventory allows you to import / setup and copy a master set of inventory to all of your locations. This insures that all locations have the same inventory setups. Master Inventory Control Once you select the Master Inventory Control button, the following screen display allowing

you to maintain the master inventory data: Auto Invoice Import / Export This function will automatically import invoices as they come in from your ordering system.

35 you to maintain the master inventory data: Auto Invoice Import / Export This function will automatically import invoices as they come in from your ordering system. This is only used when you have created your own ordering system and have already processed the imports from that system. For this to work, all items in the import file must already be in the master inventory file, with the same trim id. In order for the import to work, the file must be set as follows: The generic import file must be named INV{invoice #}.{store#} (Ex inv would be invoice #10877 for store #200) and placed in the \flash\location\"store #"\invoice folder. A comma must separate each field in the export. Example ,CRISPY BREADING SEASONNG 21417,186087,301006,022,Quality Distributing Sacramento,1 Field 1= Trim Id # numeric 10, Field 2= inventory item name character 50, Field 3= invoice # character 30, Field 4= date numeric 6, Field 5= vendor id# character 4, Field 6= Vendor name character 25, Field 7= Amount ordered numeric 10 3 decimals, End with carriage return decimal 13, Sygnets invoice file name must be invoice.dat

36 Shamrocks invoice file name must be invoice2.dat McLanes invoice file name must be receipt.dat Importing Data If you have received an inventory import from McLane s, Sygnet or a custom import (see below for the import format), you can import all of your items automatically into the master inventory. By using one master inventory file for all stores, you have the ability to have multiple vendors that sell the same items, but to different stores. When importing, the corporate software will let you set the matching inventory item (from another vendor) with the one being imported, or add the item as new. The format for the custom master inventory import file must be a comma separated ASCII file using a.txt extension, Flashpoint defaults to looking for all files in the \flash\data\masterinv\importinv folder (the format for MacLanes and Sygnet are pre-set as to their specifications); Field 1= company id #. The ID must match a master vendors id # already setup (size 4 numeric only) Field 2= Manufactures id size 30 alpha numeric, Field 3= GL concept size numeric 2, Field 4= GL account number alpha numeric 20 Field 5= Item name size 50 alpha numeric, Field 6= Case description size 15 alpha numeric, Field 7= Price size 6 with 2 decimals numeric, Field 9= I = Inactive or space = active, The line must end with a line feed decimal 10 Once you select Import MacLane, Import Sygnet or Import TRIM Generic File button then select the appropriate import file name and location, the following screen will display:

The above screen will be displayed once for every item in the import file that has not yet been setup (If the vendor id and item name/case description, match an item already in the master inventory

37 The above screen will be displayed once for every item in the import file that has not yet been setup (If the vendor id and item name/case description, match an item already in the master inventory the item will be bypassed). The current item being imported will be displayed in the top left corner of the screen. If you do not wish to import this particular item, select Skip do not Import and the inventory import will move on to the next item in the import file. If you wish to abort the import entirely, select the Abort Import button and you will be returned to the previous screen. If the inventory item being imported is already in the master inventory file (but from a different vendor), complete the following steps to set the relation between the existing item and the one being imported. 1) Search for the matching inventory item(s) - The import program will automatically search for a match of the item being imported, and if a close match is found (does not have to be exact) display the match at the bottom of the screen. If the correct item is shown, simply click on the item. If the correct item is not listed at the bottom of the screen you will have to search for the item by the Dup ID, TRIM ID, Manufacturers ID or item name If, after using the above methods, you still cannot find the matching inventory items, select the Include all button, to display all items currently located in the master inventory file, then search for the correct item by highlighting a vendor and clicking on Yes -> (shows only items for that vendor), using the Sort by Storage button (sorts all the listed items by storage area), include on recipe button (displays only items that have been set to a recipe), Include all list by trim id (displays all items in order of their trim id) or the Include all list by dup id button (displays all items in order of their duplicate id) Once the information is entered in the correct place and the corresponding button is selected, the system will display all items matching the criteria in the bottom of the screen allowing you to click on the appropriate one. 2) Set the new Inventory Item to Match the ID of the Existing item Once you have found and

38 highlighted the matching inventory item, it will be displayed in the top right corner of the screen. To match up the trim ID s of the inventory item, select Use above items trim id and the trim id of the item will be set to the same as the matching item. If you would like to completely replace the matching item, select replace and the existing item will be changed to reflect the item being imported. 3) Setup the new inventory item If the inventory item being imported has not been previously setup, the master inventory import will display the following screen allowing you to complete the setups. Enter the appropriate information then click on the finished button. If the inventory item being imported is not in the master inventory file, simply click on create new trim id and the above screen will be displayed allowing you to complete the process. Once imported, you will be able to copy the data to the data sets, ready for use in recipes, or to be exported to the stores. Copying Inventory data to locations / Master Data Set Once you have imported the master inventory data, you will be ready to copy the data to the master and locations data sets. Once you select either Copy to location (then select the location) or Copy to master data set. The inventory will be copied to the data sets allowing you to setup recipes. Mark all Items in Recipe This function will automatically mark Master inventory items that are used in recipes. Once selected and the appropriate store is chosen, the master inventory will check all items that belong to a recipe in that store, and mark the Master Inventory items as used in recipe (when viewing the incx field will be set to Yes )

Setting up locations Vendors This function allows you to set the vendors that deliver to each location. Once set, only inventory items belonging to that vendor will be copied out to the location.

39 Setting up locations Vendors This function allows you to set the vendors that deliver to each location. Once set, only inventory items belonging to that vendor will be copied out to the location. To setup the vendors for the stores, select Setup Locations Vendors, choose the store to setup, and the following screen will display: First select the vendors that will be delivering to this store, select the concepts that this store belongs to and select any include/exclude groups for the store (see setting up select inventory groups for more information). Once complete, only items that belong to the selected criteria will be sent to the locations. Setting up Select Inventory Groups By setting up select inventory groups, you can stop individual items (instead of vendors/concepts) from being sent to individual locations. Once selected, the following screen will display:

40 To add a group name, simply click on the add button (under the group name list) and type in the name you wish to call it. Once added, you can add items to include to the group (from the Include Items section), or items to exclude from the group (from the exclude section). Once complete, and you add the group when setting up locations vendors (see above), items that are included in the group will be sent whether the vendor for that item is chosen or not, items that are in the exclude list will not be sent to the location. Viewing Log Files The log files are simply quick reports that show what steps have been completed in the master inventory section. Setting up Master Vendors The master vendor list is used to setup all vendors, for all stores. You must add all vendors that you will be using. Once selected a list of all vendors that have previously setup will be displayed, from which you may add a new vendor, set the vendor id s or delete a vendor. Using Fast Edit This function allows you to setup duplicate ids, and setup your inventory items. Once selected the following screen will appear:

To quickly find the inventory item you wish to change, use one of the following methods; enter the dup id, trim id, Man id or name and click on the associated button.

41 To quickly find the inventory item you wish to change, use one of the following methods; enter the dup id, trim id, Man id or name and click on the associated button. If you are not sure of the item name or ids you can also select the Include all button, to display all items currently located in the master inventory file, then search for the correct item by highlighting a vendor and clicking on Yes -> (shows only items for that vendor), using the Sort by Storage button (sorts all the listed items by storage area), include on recipe button (displays only items that have been set to a recipe), Include all list by trim id (displays all items in order of their trim id) or the Include all list by dup id button (displays all items in order of their duplicate id). Indexing the Master Inventory If at any time a power failure occurs, a computer is shut down improperly, a network failure occurs or a hard drive begins to fail it is possible to receive corrupt indexes. You will know an index is corrupt by names being out of order on setups or being displayed multiple times. If this does occur you must re-index the corporate software using this function. Once selected, the corporate software will automatically index all the files required for the master inventory

Maintaining History / Report Data Maintain History Data Once the store uploads the history data to corporate, it is stored indefinitely; allowing you to run history reports from the first time you

42 Maintaining History / Report Data Maintain History Data Once the store uploads the history data to corporate, it is stored indefinitely; allowing you to run history reports from the first time you uploaded the data. If you require deleting old history data, you may do so using this function. It is very important that you are careful using this function after data is deleted it cannot be restored. Once you select the Maintain History Data button, the following screen will display: History files are stored with detailed (holds entire check file for every day), daily (holds summarized daily totals for sales mix reports), weekly (holds summarized weekly totals for sales mix reports) and yearly (holds summarized yearly totals for sales mix reports) as well as by the location or all locations, all of which are stored in separate files. To clear out history data, choose from one of the following methods: Clear Detailed History up to and Including Date This allows you to clear the detailed history data up to and including the date entered (the date must be entered as MM/DD/YY). Once the appropriate date is entered, select the Clear Detailed Now button under either the Master Data Set (clears the data for the master data set which holds all locations totals) or the By Locations sections (holds data for individual locations). If you choose to delete the data from the master data set, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. If you choose to delete the data from the locations data set, the Corporate software will allow you to enter the locations to delete the data for (allows you to select all locations or a range of locations) then will display a confirmation box and, if yes is selected, will completely delete the data from the selected locations data set. Clear Daily History up to and Including Date This allows you to clear the daily history data

43 up to and including the date entered (the date must be entered as MM/DD/YY). Once the appropriate date is entered, select the Clear Daily Now button under either the Master Data Set (clears the data for the master data set which holds all locations totals) or the By Locations sections (holds data for individual locations). If you choose to delete the data from the master data set, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. If you choose to delete the data from the locations data set, the Corporate software will allow you to enter the locations to delete the data for (allows you to select all locations or a range of locations) then will display a confirmation box and, if yes is selected, will completely delete the data from the selected locations data set. Clear Weekly History up to and Including Week # This allows you to clear the weekly data up to and including the week entered (Enter the week number as well as the year). Once the appropriate week and year is entered, select the Clear Weekly Now button under either the Master Data Set (clears the data for the master data set which holds all locations totals) or the By Locations sections (holds data for individual locations). If you choose to delete the data from the master data set, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. If you choose to delete the data from the locations data set, the Corporate software will allow you to enter the locations to delete the data for (allows you to select all locations or a range of locations) then will display a confirmation box and, if yes is selected, will completely delete the data from the selected locations data set. Note: If you are not sure what week number to enter you may use the Range Help function. Clear Period/Month History up to and Including Date This allows you to clear the period/monthly data up to and including the period entered (Enter the period/month number as well as the year). Once the appropriate period and year is entered, select the Clear Period Now button under either the Master Data Set (clears the data for the master data set which holds all locations totals) or the By Locations sections (holds data for individual locations). If you choose to delete the data from the master data set, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. If you choose to delete the data from the locations data set, the Corporate software will allow you to enter the locations to delete the data for (allows you to select all locations or a range of locations) then will display a confirmation box and, if yes is selected, will completely delete the data from the selected locations data set. Note: If you are not sure what period number to enter you may use the Range Help function. Clear Yearly History up to and Including Date This allows you to clear the yearly data up to and including the year entered (Enter the year as YYYY). Once the appropriate year is entered, select the Clear Yearly Now button under either the Master Data Set (clears the data for the master data set which holds all locations totals) or the By Locations sections (holds data for individual locations). If you choose to delete the data from the master data set, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. If you choose to delete the data from the locations data set, the Corporate software will allow you to enter the locations to delete the data for (allows you to select all locations or a range of locations) then will display a confirmation box and, if yes is selected, will completely delete the data from the selected locations data set. Note: If you are not sure what year to enter you may use the Range Help function

44 Clear Exceptions up to and Including Date This allows you to clear the Exceptions data (exceptions are a list of all deletions, both manager deletions and from the delete last and clear order buttons) up to and including the date entered (the date must be entered as MM/DD/YY). Once the appropriate date is entered, select the Clear Exceptions Now button under the Master Data Set (clears the data for the master data set which holds all locations totals). Once selected, the corporate software will display a confirmation box and, if yes is selected, will completely delete the data from the master data set. Range Help The range help function is a great tool if you know the date that you wish to delete data to but are not sure the week/month number for that date. To use the range help function, simply enter the date that you wish to delete the data to and the correct week, month and year for that date will be displayed. Clear Minute Man Reports This allows you to clear the minuteman report data up to and including the day/month/year entered in the preceding screen. You would clear the data in the same manner as you would the history data explained above. Clear Out Deleted Frequent Customers When using the frequent customer feature, you have an option to delete frequent customers. Once deleted, frequent customers are still stored for reporting purposes (but not displayed on screen) and may be restored. If you wish to completely clear out the deleted frequent customers so they can no longer be restored or reported on, select this option. For detailed information on deleting frequent customers please view the Corporate Frequent Customer Manual. Clear out Deleted Corporate Customers The Corporate Customer database holds all customers that have placed an order, no matter what store they placed it from. In the maintain Corporate Customer section of the Corporate Controller, you have an option to delete old customers. Once deleted, these customers are still stored for reporting purposes (but not displayed on screen) and may be restored. If you wish to completely clear out the deleted customers so they can no longer be restored or reported on, select this option. For detailed information on deleting corporate customers please view the Maintaining Corporate Customers section of this manual. Maximum File Sizes The maximum file size if using Advantage Database server (recommended) is 4 gigabytes with the FAT32 file system and 16 exabytes when using NTFS (recommended). The maximum file size if not using Advantage Database server (not recommended) is 4 gigabytes no matter what file system you are using. The corporate software will display the total file sizes for each history file at the bottom of the screen. If a history file is close to the maximum file size allowed, it is recommended that you clear out some history data, for that file. Maintain Report Data When the history imports are uploaded to Corporate, they are placed in holding folders until the time that you process them. Processing the data will take the imports from the holding folder and append the information to the appropriate files. Check for Pending Imports This function allows you to check for any imports that have yet to be processed. Once

45 selected, a report will be displayed, which includes all stores that have pending imports as well as the import names waiting to be processed. Process Pending Imports The process pending imports function takes the data from the holding folder and appends the data to the appropriate files in the master data set as well as the locations data sets. Once selected, the system will display a dialog that shows the progress on the imports. The Process Pending Imports function, if left running will automatically process the pending imports as they are received, and may be left running through the night or indefinitely (if run on a dedicated machine). Import Log The import log is a log that displays imports processed by Corporate (since the last time the log was cleared), this is useful when checking to be sure the system processes all imports correctly. Clear Out Pending Imports This function allows you to clear out any pending imports (by the location) and is normally used if you have received a bad upload from the store. Once selected the system will display a list of all locations allowing you to choose the locations to clear the pending imports for. Once a pending import is deleted be sure to have the store re-send the days imports that were deleted (See copy setups for next download). View Closing Reports Viewing Import Data When the stores close out the day s sales,.pdf files for all of the closing reports are created and uploaded to corporate. To view the.pdf files, select this option and choose the appropriate.pdf file from the list. View Html Imports Any html imports that have been uploaded to Corporate can be viewed using this function. Once selected, the system will display a list of stores, allowing you to choose the store to view the html files for. Once you have chosen the corporate software will display a list of html files that have been uploaded to corporate by the selected store. Choose the appropriate file and the contents of the file will be displayed in a new window (for detailed information on the format of the file, please see the Export manual). View Imports Once data is uploaded to Corporate, the files can be viewed using this function. Once selected, the system will display a list of stores, allowing you to choose the store to view the imports for. Once you have chosen a store, the following screen will appear with a list of import files uploaded to corporate by the selected store:

Choose the appropriate file and the contents of the file will be displayed on the screen (for detailed information on the format of the file, please see the Export manual).

46 Choose the appropriate file and the contents of the file will be displayed on the screen (for detailed information on the format of the file, please see the Export manual). View Upload Log Viewing Upload / Download Logs The upload log is a log that displays every file uploaded to Corporate (since the last time the log was cleared); this is useful when checking to be sure the system uploads all files correctly. Once the View Upload Log button is selected, the following screen will displayed:

47 Included in the log are the store number that uploaded the file, the date the system uploaded the file, the time the file uploaded and the name and location of the file at Corporate. If you wish to clear the data in the log, select the clear log button (once the data is cleared it cannot be restored). View Download Log The download log is a log that displays every file downloaded to the stores (since the last time the log was cleared); this is useful when checking to be sure the system downloads all files correctly. Once you select the View Download Log button, the following screen will display: Included in the log are the store number that uploaded the file, the date the file uploaded, the time the file uploaded and the name and location of the file at Corporate. If you wish to clear the data in the log, select the clear log button (once the data is cleared it cannot be restored). Index Management If at any time a power failure occurs, a computer is shut down improperly, a network failure occurs or a hard drive begins to fail it is possible to receive corrupt indexes. You will know an index is corrupt by names being out of order on setups or being displayed multiple times. If this does occur you must re-index the corporate software using this function. Once selected, the following screen will display allowing you to select the data set you wish to index:

Index Master Data Set will index the master set of files only. The system will ask if you wish to index the master data set (this process could take a long time).

Index Selected Location will display a list of all stores allowing you to choose the store to index.

48 Index Master Data Set will index the master set of files only. The system will ask if you wish to index the master data set (this process could take a long time). Index All Stores will index all stores in the corporate software as well as the master data set (you have the choice of having the system ask to index the history files or just do it automatically) Index Selected Location will display a list of all stores allowing you to choose the store to index. Maintaining Master Customer Database The Master Customer Database holds all pickup / delivery customers no matter what store they belong to. If you wish to run reports or view customer information on the master customer database, you can do so in this section. Customers may not be edited in the Master Customer Database, as the changes would be overwritten the next time the customer data is imported. If changes are required on the customers, they must be made at the store the customer placed the order at. View Customers If the View Customers button is selected a screen will be displayed allowing you to search for the customer to view. You have the option of searching for the customer by name or searching for the customer by phone number. Once the customer has been selected, the following screen will appear

The Customer Data shows the purchase history of the customer, the store number the last order was placed at, as well as the pertinent customer information (name, address email etc.).

49 The Customer Data shows the purchase history of the customer, the store number the last order was placed at, as well as the pertinent customer information (name, address etc.). Reports / Exports / Mailing Labels Once the Reports / Exports / Mailing Labels button is selected, the following screen will appear allowing you to setup / export customers or print a customer report. Customer Totals by Month with Address and Phone If selected you will receive a report based on the customer totals by the month (the report will only include customers that match the current filter created below). The report will also include the customer s address and phone number. Phone - Name - Last Order Placed - Total Ordered Year to Date Total If selected you will receive a report based on the customer totals by the year and for the entire period sine the customer has started ordering (the report will only include customers that match the current filter created below). The report will also include the customer s phone number and their last order. Phone - Name - Last Order Date Employee Gives you a list of your customers along with the customers phone number, name, last order date and the employee who placed the last order (the report will only include customers that match the current filter created below). Phone - Name - Last Order Date Gives you a list of your customers along with the customer s phone number, name, and last order date (the report will only include customers that match the current filter created below). Delete Customers Based on Current Filter If selected, the system will display a progress meter showing that it is analyzing the customer s data. Upon completion the system will display the number of customers that will be deleted and ask if you wish to continue with the deletion. Selecting Yes will delete the customers (based on the filter set) and selecting No will return you without deleting any customers. If a customer is deleted and they place a new order at the store, they will be re-imported into the customer database. Flashpoint uses the current filter set, to decide the customers to delete. For more information on setting up the filter see below

Restore Customers If selected, the system will restore any customers that have not been cleared out using the Clear out Deleted Corporate Customers function.

Export Customers If you select export customer data, you will be given a choice to set up the file name and export file. The customers will be exported based on the filter set below.

50 Restore Customers If selected, the system will restore any customers that have not been cleared out using the Clear out Deleted Corporate Customers function. For more information on this function please see the Maintain History Data section of this manual. Export Customers If you select export customer data, you will be given a choice to set up the file name and export file. The customers will be exported based on the filter set below. For detailed information on the format of the export file please see the exported file formats manual. First enter the path and file name for the export file, whether or not you wish to remove all spaces from the file, whether you wish to export customers with 0 totals, the field separator that you wish to use and how you would like yes/no to be exported. Once done select the Export button and the export file will be created. Note: Depending on the number of customers and the filter set, this could take a long time to create. Set Up Filter The Customer Filter key will allow you to setup a filter (selects which customers will be in the above reports, or which customers will be deleted) for the report and mailing labels

51 Last order >0 in the month - If any of the months are selected only customers with sales for those months selected will be reported on ( disregard all will cause Flashpoint to disregard the monthly totals). Quadrant - If a quadrant is entered only customers in the quadrant will be reported on. Last Order Date Less Than- Only customers who have placed an order before the date entered here will be reported on. Last Order Date Greater Than- Only customers who have placed an order after the date entered here will be reported on. Number of orders Placed = - If a number is entered only customers who have placed the number of orders entered will be reported on. Number of Orders Placed >= - If a number is entered here only customers who have placed the same number or more orders than the number placed will be reported on. Number of Orders Placed <= - If a number is entered here only customers who have placed the same number or less orders than the number placed will be reported on. Complete Address only - If selected only customers who have their complete address entered will be reported on. New Customers Only - If selected only customers who have not ordered from you in the past will be reported on. Has Memo - If selected, only customers who have a memo entered on them will be reported on. Set Filter - Sets the filter for use in all customer reports and mailing labels. Clear Filter - Clears the currently set filter. Mailing Labels Once selected the following screen will appear allowing you to create, add, delete, or print/view mailing labels

Label Width - The width, in millimeters, of the mailing labels that you are using. Label Height - The height in millimeters of the mailing labels that you will be using.

52 Delete Label - If you select delete label the current highlighted label setup will be deleted. If Edit / Create Label is selected the following screen will appear allowing you to add a new label setup or edit an existing one. Selection Name -The name that you wish to save the label settings. Label Width - The width, in millimeters, of the mailing labels that you are using. Label Height - The height in millimeters of the mailing labels that you will be using. Horizontal Separator - The number of lines underneath one label before the next label starts. Vertical Separator - The number of lines beside one label before the next label starts. Labels on Line - The number of labels in one row (beside one another) Caption - Any information that you enter here will print on the label before the customer information

TRIM-P.O.S. Software Corp. FLASHPOINT P.O.S. Software

TRIM-P.O.S. Software Corp. FLASHPOINT P.O.S. Software Setting Up the 2 Setting up the Corporate Gift Card Controller 2 Set Up Ports in Use 2 Executing the Port Runners 4 Adding Corporate Controlled Gift Cards for use at the Store 5 Manually Processing a Card