Settings Options User Manual

Settings Options User Manual

Settings Options User Manual 04/05/2016 User Reference Manual

Copyright 2016 by Celerant Technology Corp. All rights reserved worldwide. This manual, as well as the software described in it, is furnished under license and may only be used or copied in accordance with the terms of such license. This manual may contain technical inaccuracies or typographical errors. Changes are periodically made to the information herein and are incorporated in new editions of the publication. The information in this manual is for informational use only, and is subject to change without notice. Celerant is a U.S. Registered Trademarks of Celerant Technology Corp.

Contents Chapter 1 Introduction 8 Chapter 2 Receiving Markups 10 Chapter 3 Time Restriction 12 Time Restriction... Setup 12 Chapter 4 Language 15 Chapter 5 Transaction Rules 17 Chapter 6 Taxes 19 Tax Codes... 19 Tax Codes... Setup 19 Tax Tables... 21 Ship Tax... Code 22 Sales Tax... Holiday List 23 Chapter 7 Foreign Currency 25 Chapter 8 Tenders 27 Tender... Details 27 Chapter 9 Closeout Templates 30 Closeout... Template Setup 30 Chapter 10 Shipping Rates 34 Shipping... Rates Setup 34 Chapter 11 Shipping Subscription 37 Chapter 12 USPS Options 39 Change... Pass Phrase 39 Buy Postage... 39 Chapter 13 Machine Options 41 Chapter 14 Custom Work 43

Chapter 15 Overtime 45 Overtime... Rules 45 Overtime... Holidays 45 Chapter 16 Payout Categories 48 Payout... Categories Setup 48 Chapter 17 Retail Calendar 51 Retail Calendar... - New Week Setup 52 Retail Calendar... - New Year Setup 53 Chapter 18 Dept Rankings 55 Chapter 19 Task Scheduler 57 App Scheduler... 57 Style Import... 57 Scheduled... Task Result 58 Task Schedule... Detail 59 Task Names... 62 Scheduled... Downloads 63 Chapter 20 Enterprise Settings 66 Chapter 21 In-Store Locations List 73 In-Store... Locations List Setup 74 Chapter 22 Private Label Promo Codes 76 Chapter 23 Process Store Setting List 78 Chapter 24 Pricing 80 Auto Pricing... 80 Set Up Pricing... Detail 80 Auto Pricing Tab... 81 Customer Pricing... Tab 81 Size Uptick Pricing... Tab 82 Additional Settings... Tab 82 Future Pricing Tab... 82 Auto Cost Tab... 83 Rounding... Options 83 Chapter 25 Customer Requirements 87 Chapter 26 MSR API Settings 90

Introduction Chapter 1

This manual will provide an in-depth overview of the Settings Options in Command Retail. Correspondingly, this will give you detailed information and guide you through the purpose, setup, and functionality of each Settings Option. 8 Settings Options User Manual

Receiving Markups Chapter 2

Navigational Path Apply Auto-Markup to under that department, but it will not affect existing items that are already in inventory. Settings> Options> Receiving Markups Buttons Search - This button will search for any markups that are saved in the system and simultaneously display them in the grid. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Receiving Markups Detail screen which allows you to create a markup percent for the store and department you select from the drop-down menu, and you can save it in the system. Edit - If you click this button for an existing markup, then it will bring up the Receiving Markups Detail screen which will allow you to edit. Delete - If you select a markup in the grid and click this button, then it will delete that markup from the system. Close - Closes the Receiving Markups screen. Receiving Markups Screen Screen Details The Receiving Markups screen is where you can search for, create, and edit markup percentages for different stores and departments in the system. This allows you to set up an auto markup percentage by department so that when you are receiving on a purchase order or transfer, you will be able automatically to mark up the retail price of the item(s) on the PO. If you receive on a PO and click the Apply Auto-Markup button under the Styles tab, the retail price of the styles that fall under the department for which you created a receiving markup will get marked up by that percentage in inventory. In other words, this will be applied to all new items that you 10 Settings Options User Manual

Time Restriction Chapter 3

Navigational Path Settings> Options> Time Restriction The user should add each store to a particular time restriction where that restriction will apply and the details of that particular restriction can be different in each store. For example: Based on the location of a particular store, store 1 may be restricted from selling alcohol from 2:00 AM - 6:00 AM Sunday Saturday and store 2 may be restricted from 4:00 AM - 8:00 AM Sunday - Saturday. Once you set the restrictions up here, you can select and apply that restriction to an individual item in the Enter New Style screen/style Edit screen under the Settings tab, or for multiple styles in the Change Style Attributes screen under the Regular Fields tab. Buttons Time Restriction Screen Search - Searches for any time restrictions that are saved in the system and simultaneously displays them in the grid. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Time Restriction screen which will allow you to create a time restriction for a store, day, and time and save it in the system. Edit - If you click this button when an existing time restriction is selected in the grid, then it will bring up the Time Restriction screen which will allow you to edit its details. Delete - If you click this button when a time restriction is selected in the grid, then it will delete that time restriction from the system. Print List - Prints a list of time restrictions in the grid. Close - Closes the Time Restrictions screen. Time Restriction Setup 1 In the Time Restriction (main) screen, click on New to display a Time Restriction sub-screen to create a new time restriction. Screen Details The Time Restriction Screen is where you can search for, edit, and delete time restrictions in the system. Time restrictions mainly apply to state laws for selling certain items such as liquor or guns. 12 Settings Options User Manual 2 Enter a Time Restriction Name. For example, if

you are creating a time restriction for alcohol, you can name it Alcohol. Then click on Add to display the Time Restriction Detail screen. To assign the time restriction to multiple styles, go to the Change Style Attributes screen located under Inventory> View Alter Styles> Change Style Attributes. Search for and select the styles for which you want to change the attributes and then click on the Change Attributes button. In the sub-screen under the Regular Fields tab, click in the Change option box for New Time Restriction, select the time restriction, and then click on Save. The time restriction will be assigned to the styles that you selected. 3 In the Time Restriction Detail screen, select the Store # to which the time restriction will be applied. Then, set the time restrictions for each day that applies by clicking on the tab for that day and specifying the Period From and Period To times. If you have two time restrictions on the same day, set the Period 1 From and Period 1 To times for the first restriction and Period 2 From and Period 2 To for the second restriction. Click Save and then save again in the Time Restriction screen to save it in the system. 4 You can now assign that time restriction to an individual style or multiple styles: To assign the time restriction to an individual style, go to the Enter New Style screen located under Inventory> View Alter Styles> Enter New Style. Select the brand, style, and department and then click on the Settings1 tab. Select the Time Restriction from the drop-down list and click on Save. The time restriction will be assigned to that style. 13 Time Restriction

Language Chapter 4

Navigational Path Settings> Options> Language Screen Details The Language screen is used if you have a language file set up on the machine. This is based upon either the Spanish Language setup or Setting up Foreign Language documents. 15 Language

Transaction Rules Chapter 5

NOTE: This option should NEVER be used without the assistance of Celerant Technical Support. Navigational Path Screen Details The Transaction Rules screen allows for the customization of the processing of some functionality when connected to a local application server. Settings> Options> Transaction Rules Transaction Rules Screen 17 Transaction Rules

Taxes Chapter 6

edit, and/or delete tax codes in the system. Tax Codes Navigational Path Settings> Options> Taxes> Tax Codes> Tax Codes Tax Codes Screen Clicking on the New button will display the Tax Code Detail screen where you can set up tax rates to be assigned to a specific style or a group of styles. Enter the name of the tax code and then click on Add to display the Tax Code Entries Detail screen, which contains ten fields: Code, Store, Tax 1, No Tax Under, No Tax2 Under, Lux Tax Under, Lux Tax Over, Tax 2. Tax2 on Tax1, and Vat. Enter the tax rates you want applied to that tax code. If you are creating a tax exempt rate, then enter 0 for the tax rate. Once you save the tax code in the system, you can select and apply it to an individual style, multiple styles, or a brand, department and/or type. If you want to assign the tax code to an individual style, go to the Enter New Style screen/style Edit screen under the Settings tab and select it from the Sales Tax Code drop-down list. If you want to assign it to multiple styles, go to the Change Style Attributes screen under the Regular Fields tab and select it from the New Tax Code drop-down list. If you want to assign it to a brand, department, and/or type, go to the Setup Pricing Detail screen under the Additional Settings tab and select it from the Sales Tax Codes drop-down list. If you assign it under the Setup Pricing Detail screen, it will only get applied to new styles that are created going forward. Assigning a tax code to a style or department will override the standard tax rates for the department and/or store. Buttons Search - Searches for and simultaneously displays in the grid any tax codes that are saved in the system. New - Displays the Tax Code Detail screen which lets you create a new tax code and save it in the system. Edit - If you click this button when a tax code is selected in the grid, then the Tax Code Detail screen will display which lets you edit the details of that tax code. Delete - If you click this button when a tax code is selected in the grid, then it will be deleted from the system. Close - Closes the Tax Codes screen. Tax Codes Setup Screen Details The Tax Codes screen is where you can search for, 1 In the Tax Codes screen, click on the New button which will bring up the Tax Code Detail screen.. 19 Taxes

4 You can now assign the tax code to an individual style, multiple styles, or a brand, department, and/or type. To assign the tax code to an individual style, navigate to Inventory> View Alter Styles> Enter New Style and select the brand, style, and department, then click on the Settings tab. In the Settings1 tab, select the tax code from the Sales Tax Code drop-down list, then click on Save. The tax code will be assigned to that style. 2 In the Tax Code Detail screen, enter in a Tax Code name that defines the tax code or style, department, brand, or type to which it is going to be applied. For example: If you are creating a tax exempt tax code, then you could call it Tax Exempt"; or, if you are creating a tax code for prepared food items, then you could name it Prepared Food". Click on Add to display the Tax Code Detail screen. 3 Enter the tax rate(s) that you want to be applied to the tax code. If you are creating a tax exempt tax code, then enter 0 for Tax 1. Click Save to save your entry. 20 Settings Options User Manual To assign the tax code to multiple styles, go to the Change Style Attributes screen located under Inventory> View Alter Styles> Change Style Attributes. Search for and select the styles for which you want to change the attributes, then click on the Change Attributes button. In the sub-screen that displays, on the Regular Fields tab, click in the Change option box for Tax Code, then click on the down arrow button in the combo box and select the tax code. Click on Save, and the tax code will be assigned to the styles that you selected.

To assign the tax code to a brand, department, and/or type, go to the Auto Pricing screen located under Settings> Options> Pricing> Auto Pricing. Click on the New button to display the Setup Pricing Detail screen. Select the brand, department, and/or type, and enter a Low Cost and a High Cost which is the cost range within which the new items must fall in order for the auto pricing to be applied. Next, click on the Additional Settings tab and select the tax code from the Sales Tax Codes drop-down list and click on Save. The tax code will be assigned to any new item that is created under the brand, department, and/or type you selected. Tax Tables 2 Tax tables only apply to clients located in Maryland and Florida. Navigational Path Settings > Options > Taxes > Tax Codes > Tax Tables Tax Tables Screen Screen Details The Tax Tables screen is where you can search for, create, edit, and delete tax tables in the system. This allows you to build sales tax tables instead of calculating sales tax by tax percentage fields. Clicking on the New button will display the Tax Table Detail screen, where you enter the tax table name and rate. Next, click on Add to enter the Low Amount, High Amount, and Tax Amount. 2 For Maryland, there are twelve detail records that you need to keep in the tax table. For Florida, it is a little simpler, but you should keep twelve records 21 Taxes

for it as well. Once a tax table is completed, you can select it in the Tax Table drop-down list in the Store Tax screen under Store Details. The tax table will take the place of entering tax percentages. You can also select the tax table in the Tax Code Detail screen located under Settings> Options> Taxes> Tax Codes> Tax Codes, as well as the Tax Holiday screen located Settings> Options> Taxes> Sales Tax holiday> Sales Tax Holiday List. Buttons Search - Searches for and simultaneously displays in the grid any tax tables that are saved in the system. New - Displays the Tax Table Detail screen which lets you create a new tax ttable and save it in the system. Edit - Click on this button when a tax table is selected in the grid, and the Tax Table Detail screen will display, allowing you to edit the details of that tax table and save it in the system. Delete - Click on this button when a tax table is selected in the grid to delete it from the system. Close - Closes the Tax Tables screen. Ship Tax Code Navigational Path Settings> Options> Taxes> Ship Tax Code Screen Details The Ship Tax Code screen allows you to set up different tax codes for shipping so the system knows how to apply the tax when shipping out of state or in state (if you have different tax rates). Click on the New button to display the Ship Tax Code Detail screen and enter the City, State, or Zip for which you want to create the ship tax code. Select a department, type and/or SKU to which the ship tax code will be applied, if applicable. If the ship tax code you are creating applies to all items in that store, then you do not have to select a department, type or SKU. Clicking on Add will display the Ship Tax Entries Detail screen which will let you enter the tax rate(s) for that ship tax code. Click on Save and then click Save again in the Ship Tax Code Detail screen to save that ship tax code in the system. You must create a ship tax code for each city, state or zip that has a different tax rate than your own. Then, when you enter a customer at the POS for shipping who falls under the city, state, or zip for which you have created a ship tax code, the tax rates for that ship tax code will apply to the shipping and override the standard tax rates. Buttons Ship Tax Code Screen 22 Settings Options User Manual Search - Searches for and simultaneously displays in the grid any ship tax codes that are saved in the system. Reset - Resets anything currently displayed in

the grid to a blank screen, but does not actually delete any existing records. New - Displays the Ship Tax Code Detail screen which lets you create a new ship tax code and save it in the system. Edit - If you click this button when a ship tax code is selected in the grid, then the Ship Tax Code Detail screen will display so you can edit the details of that ship tax code and save it in the system. Delete - If you click this button when a ship tax code is selected in the grid, then it will be deleted from the system. Close - Closes the Ship Tax Code screen. The Sales Tax Holiday List screen is where you can search for, create, edit, and delete tax holidays in the system. A tax holiday is a temporary reduction or elimination of tax during certain holiday weeks throughout the year. The rates you set up here will override the standard tax during that sales tax holiday period. Clicking on the New button will display the Tax Holiday screen, where you can se tup the stores, departments, start and end dates, and the tax that will be applied during that period of time. Buttons Sales Tax Holiday List Navigational Path Settings> Options> Taxes> Sales Tax Holiday> Sales Tax Holiday List Search - Searches for and simultaneously displays in the grid any tax holidays that are saved in the system. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Tax Holiday screen which allows you to create a new tax holiday and save it in the system. Edit - If you click this button when a tax holiday is selected in the grid, then the Tax Holiday screen will display so that you can edit its details and save it in the system. Delete - If you click this button when a tax holiday is selected in the grid, then it will be deleted from the system. Close - Closes the Sales Tax Holiday List screen. Sales Tax Holiday List Screen Screen Details 23 Taxes

Foreign Currency Chapter 7

Screen Details Navigational Path Settings> Options> Foreign Currency The Foreign Currency screen is where you can search for, create, edit, and delete foreign currencies in the system. The foreign currency that you create here is used on the Foreign Currency tab of a purchase order when merchandise is being purchased from a different country. This allows you to track a foreign currency other than the currency you use. Clicking on the New button will display the Foreign Currency Detail screen, which includes four fields that you must fill in: Code, Name, Value, and Digits. Foreign Currency Screen Ø Code is normally a three-letter code associated with each currency around the world. You can see these by going to www.xe.com. Ø Name is the name of the currency, such as peso or Euro. Ø Value is the foreign currency exchange rate based on the currency you use. For example, if you are a client in the USA and the foreign currency exchange rate is 1.25 to every $1, then the value would be 1.25. Ø Digits represents the number of digits you want applied when using foreign currency on a PO. For example, if a foreign currency number is 13.4759 and you enter 5 as the Digits, it will only take into account the 13.475 and exclude the 9. Buttons Search - Searches for and simultaneously displays in the grid any foreign currencies that are saved in the system. New - Displays the Foreign Currency Detail screen which lets you create a new foreign currency and save it in the system. Edit - If you click this button when a foreign currency is selected in the grid, then the Foreign Currency Detail screen will display so that you can edit its details and save it in the system. Delete - If you click this button when a foreign currency is selected in the grid, then it will be deleted from the system. Close - Closes the Foreign Currency screen. 25 Foreign Currency

Tenders Chapter 8

store at which it will be available. Navigational Path Buttons Settings> Options> Tenders Search - Searches for and simultaneously displays in the grid any tenders that are saved in the system. New - Displays the Setup Tender Detail screen which lets you create a new tender and save it in the system. Edit - If you click this button when a tender is selected in the grid, then the Setup Tender Detail screen will display so that you can edit its details and save it in the system. Delete - If you click this button when a tender is selected in the grid, it will be deleted from the system. Close - Closes the Tenders screen. Tender Details Tenders Screen Screen Details The Tenders screen is where you can search for, create, edit, and delete different tenders in the system for each store. These are the tenders that will display on the pay screen in POS when a customer pays for an item. When a tender is created, that tender needs to be added to each Tender name - Enter the name of the tender as you want it to be displayed on the pay screen. Conversion Rate - Enter the conversion rate for a foreign currency tender. Display Order - Enter the sequential number for the tender to define the order that the tender will be displayed on the pay screen. Glyph Name - Enter the name of the image file for the tender type. You need to use the name under the image you want to show so that it matches exactly; for example, American Express should have AMEX in this field. These images are stored in C:\Celerant\RMS6\pics. # Copies - Enter the number of receipts that you want printed for this tender. The value that you enter here will override the general number of copies for a receipt in Machine Options on the Receipt Printing tab. First Digit - If you are creating a credit card tender, then enter the first digit of the credit card. 27 Tenders

Card Length - If you are creating a credit card tender, then enter the number of digits of that credit card. Credit card numbers can vary in length from 12-19 digits. Since some credit cards may have the same first digit, entering the length will distinguish one credit card from another. GL Code - Select a GL code from the drop-down list if you want the tender to be linked to a GL account. A GL code is only available and required when the Enterprise setting labeled Use Commands GL is flagged/enabled. If Use Commands GL is not enabled, then the GL code will not be available and it will not be required when setting up a new tender. Give Change - Click in this option box to select it if you want to enable the clerk to give change for this tender. Default Change - Click in this option box to select it if you want to make this the default tender type to be used when giving change. There can only be one tender flagged as Default Changeand it is typically cash. For example, if you process a debit card and change is due, then cash will be returned when CASH has the Default Change flag set. Each store must have one (no more and no less) tender type that is flagged as Default Change. Credit Card - Click to select this option box if this tender is a credit card. Check - Click to select this option box if this tender is a personal check. Account - Click to select this option box if this tender is for a house account. When using this tender, the total amount of the transaction will be added to the balance due for the customer that is selected. Process - Click to select this option box if it is a credit card tender that you will be processing. E-Commerce Tender - Click to select this option box if you want this tender to be available for e-commerce transactions. Note: This option should not be selected for cash. Print Franking Information - Click to select this option box if this is a personal check tender and you want to print franking information when it is being processed. EBT Cash - Click to select this option box if you want this tender to be an electronic banking transaction used for cash. Note: This does not serve any functional purpose. EBT Food - Click to select this option box if you want this tender to be an electronic banking transaction used for food stamps. Note: This does not serve any functional purpose. EBT Coupon - Click to select this option box if 28 Settings Options User Manual you want this tender to be an electronic banking transaction used for coupons. Note: This does not serve any functional purpose. Count in Closeout - Click to select this option box if you want this tender to be counted when closing out the drawer. Debit - Click to select this option box if this tender is a debit card. Process Gift Card - This is a tender that can be used for Paymentech gift cards when set up for Paymentech Quick Charge or for certain gift card processors with PC Charge. Do Not Process on Returns - If enabled, then when the tender is used to reimburse a customer on a return, the system will not send the request to the processor, but it will still allow for use as a tender. If disabled, then when the tender is used to reimburse a customer on a return, the system will send the request to the processor in order to complete the reimbursement. Private Label - This should be set if the tender is a private label card (branded with the name of the retail company) that is implemented through Shopper s Charge/OPT. Click on the down arrow button in the combo box and make a selection. Processor - Click on the down arrow button and select the processor from the drop-down list.

Closeout Templates Chapter 9

Navigational Path Settings> Options> Closeout Templates search for, create, and edit closeout templates in the system. The closeout template directly corresponds to the layout of the Closeout Cash Drawer screen. The default Closeout Cash Drawer screen has the following layout: $100, $50, $20, $10, $5, $1, Quarters, Dimes, Nickels, and Pennies. The closeout template is a new template that you can create with a different layout. Closeout templates may be created for different reasons, such as altering the order that the denominations are displayed, changing the denomination labels, eliminating denominations, or creating all new denominations if you use a different currency. Once a closeout template is created, you can select it in Store Settings under the Point of Sale2 tab in the Closeout combo box, and it will appear in place of the default template on the Closeout Cash Drawer screen. Buttons Closeout Templates Screen Search - Searches for and simultaneously displays in the grid any closeout templates that are saved in the system. New - Displays the Closeout Template Detail screen which lets you create a new closeout template and save it in the system. Edit - If you click on this button when a closeout template is selected in the grid, then the Closeout Template Detail screen will display where you can edit its details and save it in the system. Delete - If you click on this button when a closeout template is selected in the grid, then it will be deleted from the system. Close - Closes the Closeout Template screen. Closeout Template Setup 1 In the Closeout Template screen, click on the New button to display the Closeout Template Detail screen. Screen Details The Closeout Template screen is where you can 30 Settings Options User Manual

2 In the Closeout Template Detail screen, enter the name of the Closeout Label and then click on the Add button to display the Closeout Denominations screen. 3 In the Closeout Denominations screen, enter the Label Order, Denomination Label, and Denomination Value, then click on Save to add the denomination to the template. 4 Repeat the same steps to add the rest of the denominations to the template. For each denomination you add, the Label Order number should be sequential. For example, the second denomination Label Order should be 2, the third one should be 3, and so on. Once all the denominations are added, click on Save on the Closeout Template Detail screen to save that template in the system. 5 Next, reboot Command Retail and navigate to the Stores List screen located under Settings> Stores> Stores List. Select the store and click on Edit to display the Store Detail screen. 31 Closeout Templates

6 Click on the Point of Sale2 tab and select the closeout template in the Closeout drop-down list, located in the Currency section. Click on Save. 7 Now reboot the system again and go to the Closeout Cash Drawer screen located under POS> Closeout Cash Drawer. The custom closeout template you created appears in place of the default template. 32 Settings Options User Manual

Shipping Rates Chapter 10

Navigational Path Settings> Options> Shipping Rates upon which you want the ship rates to be based as well as the ship method to which it will apply. For Type, you can either select Weight, Units or Total Sale. Next, select a SHIP METHOD and then enter the Up To and Charge values, which relate directly to the type and ship method you select. For example, if you select Weight as the Type and Standard as the SHIP METHOD, and you enter 50 for Up To and 10 for Charge, then shipping will cost $10 for every 50 pounds that is shipped for standard shipping. Shipping rates are directly related to the Shipping Rate Based On store setting under the Inventory tab of the Store Detail screen. Therefore, if you select Weight for Shipping Rate Based On, then shipping rates will only be applied based on weight, and all other shipping rates based on units or total sale will be ignored. Buttons Shipping Rates Screen Search - Searches for and simultaneously displays in the grid any shipping rates that are saved in the system. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Ship Rates Details Screen where you can create a new shipping rate and save it in the system. Edit - If you click this button when a shipping rate is selected in the grid, then the Ship Rates Detail screen will display in which you can edit its details and save it in the system. Delete - If you click this button when a Shipping Rate is selected in the grid, this will delete that Shipping Rate from the system. Print List - If you click this button, this will print a list of whatever Shipping Rates are displayed in the grid. Close - Closes the Shipping Rates Screen. Shipping Rates Setup Screen Details The Shipping Rates screen is where you can search for, create, edit, and delete shipping rates in the system. Clicking on the New button will display the Ship Rates Detail screen, in which you select the type 34 Settings Options User Manual 1 You must first set up the Shipping Rates Based On store setting located on the Inventory tab. Specify on what you want shipping rates to be based from the drop-down list and click on Save. In this example, Weight was selected as what Shipping Rates will be based on.

2 Now navigate to the Shipping Rates screen and click on the New button to display the Ship Rates Detail screen. 5 From the Main Menu, click on Transaction Settings and then on Shipping to display the Shipping screen. 6 Select the Shipping Method from the drop-down list and enter the Shipping Weight to reflect the shipping terms, then click on OK. 3 In the Ship Rates Detail Screen, select a Type and SHIP METHOD from the drop-down lists, then enter Up To and Charge values, which relate directly to the type and ship method you select. Click on Save. In this example, shipping will cost $10 for every 50 pounds that is shipped for Delivery shipping. 7 As a result of the shipping rate, $10.00 will be added as Other Charges and will be applied to the overall cost. 4 Navigate to the POS screen, enter a customer, and scan in an item that you will be shipping to that customer. In this example, the total cost of the item without shipping is $15.60. 35 Shipping Rates

Shipping Subscription Chapter 11

Navigational Path Settings> Options> Shipping Subscription Shipping Subscription Screen Screen Details The Shipping Subscription screen is applicable if you are using integration, and it is where you go to subscribe to the shipping carriers once you have set up shipping in Command Retail. You must enter your account information, and once that information is processed, you will be able to perform shipping in the system. Contact your Celerant Sales Representative if you are not currently subscribed to an interface for a particular carrier. 37 Shipping Subscription

USPS Options Chapter 12

Buy Postage Change Pass Phrase Navigational Path Navigational Path Settings> Options> USPS Options> Buy Postage Settings> Options> USPS Options> Change Pass Phrase Buy Postage Screen Change Pass Phrase Screen Screen Details Screen Details The Change Pass Phrase screen is only applicable if you signed up for the USPS shipping interface in Command Retail. It lets you change the Endicia account password in the system. The Buy Postage screen is only applicable if you signed up for the USPS shipping interface in Command Retail. It allows you to add money to your Endicia account as a result of your account getting depleted each time a shipment is performed. 39 USPS Options

Machine Options Chapter 13

Navigational Path Settings> Options> Machine Options Machine Options Details Machine options are covered in the Machine Options manual. Please refer to that manual for complete details and instructions on machine options. 41 Machine Options

Custom Work Chapter 14

Navigational Path Settings> Options> Custom Work Custom Work Details The Custom Work options apply to customers that are involved with embroidery, special patches, screen logos, etc. All of the Custom Work options are covered in the Embellishments manual. Please refer to that manual for further details. 43 Custom Work

Overtime Chapter 15

Overtime Rules Navigational Path Settings> Options> Overtime> Overtime Rules For Daily, enter a number of hours in Time and a half after _ hours and/or Double time after _ hours. For Weekly, enter a number of hours in Time and a half after _ hours. Overtime Rules Screen Depending on your state, you might set up both daily and weekly overtime rules. For example, Alabama has time and a half for over 40 hours a week or eight hours a day. Therefore, any employee who works over eight hours a day on any given day would receive 1.5 times pay and would also receive 1.5 times for anything over 40 hours during the week for weekly overtime that is not already applied for daily overtime. Buttons Screen Details The Overtime Rules screen is where you can search for, create, edit, and delete overtime rules in the system. Overtime rules apply to employee/payroll reports and exports generated in Analysis. Search - Searches for and simultaneously displays in the grid any overtime rules that are saved in the system. New - Displays the Overtime Rules Detail screen which lets you create a new overtime rule and save it in the system. Edit - If you click this button when an overtime rule is selected in the grid, then the Overtime Rules Detail screen will display allowing you to edit its details and save it in the system. Delete - If you click this button when an overtime rule is selected in the grid, it will be deleted from the system. Close - Closes the Overtime Rules screen. Overtime Holidays Navigational Path Clicking on the New button will display the Overtime Rules Detail screen where you can set up daily and/or weekly overtime rules by state: Settings> Options> Overtime> Overtime Holidays 45 Overtime

Edit - If you click this button when an overtime holiday is selected in the grid, then the Overtime Holidays Detail screen will display which lets you edit the details of that overtime holiday and save it in the system. Delete - If you click this button when an overtime holiday is selected in the grid, then it will be deleted from the system. Close - Closes the Overtime Holidays screen. Overtime Holidays Screen Screen Details The Overtime Holidays screen is where you can search for, create, edit, and delete overtime holidays in the system. Overtime holidays let you set up daily overtime for time and a half and double time by state for a particular holiday date. Any overtime holidays that you set up will override the normal overtime rules for that day. Overtime holidays apply to employee/payroll reports and exports generated in Analysis. Buttons Search - Searches for and simultaneously displays in the grid any overtime holidays that are saved in the system. New - Displays the Overtime Holidays Detail screen which lets you create a new overtime holiday and save it in the system. 46 Settings Options User Manual

Payout Categories Chapter 16

Navigational Path Settings> Options> Payout Categories search for, create, edit, and delete payout categories in the system. Payout categories apply when you are doing a payout of the cash drawer and define the reason for a payout such as lunch or a service. Clicking on the New button will display the Payout Category Detail screen where you can enter a Payout Category name and select a GL Code (if using the internal General Ledger module in Command Retail), then save that payout category in the system. If you take money out of the cash drawer for a payout to pay someone or something outside of a POS transaction, you can select the payout category on the New Payout screen. Buttons Payout Categories Screen Search - Searches for and simultaneously displays in the grid any payout categories that are saved in the system. New - Displays the Payout Category Detail screen which lets you create a new payout category and save it in the system. Edit - If you click this button when a payout category is selected in the grid, then the Payout Category Detail screen will display which lets you edit its details and save it in the system. Delete - If you click this button when a payout category is selected in the grid, then it will be deleted from the system. Close - Closes the Payout Categories screen. Payout Categories Setup 1 In the Payout Categories screen, click on the New button to display the Payout Category Detail screen. Screen Details The Payout Categories screen is where you can 48 Settings Options User Manual

2 Enter the Payout Category name and select a GL Code if you want it to be linked to a GL account, then click on the Save button to save it in the system. 3 Navigate to the New Payout screen located under POS> New Payout and select the Payout Category from the drop-down list. Once you carry out and process the payout, that payout category will define the reason for the payout taking place. If that payout category is linked to a GL account, then it will appear in the report for tracking and accounting purposes. 49 Payout Categories

Retail Calendar Chapter 17

Navigational Path Settings> Options> Retail Calendar The Retail Calendar screen is where you can search for, create, edit, and delete retail calendars in the system. The retail calendar divides the year into quarterly business cycles as a method of managing accounting periods. There are two main types of retail calendars: The 4-4-5 calendar divides a year into four quarters, and each quarter has 13 weeks which are grouped into two four-week months and one five-week month. The 4-5-4 calendar divides the year into quarters with the first and last month of each quarter consisting of four weeks each and the middle month of each quarter consisting of five weeks. For either calendar, the week can start on any day depending on your preference. There is no significant difference between the calendars other than which months have four weeks and which months have five. In the Retail Calendar screen, there are two options you can use for creating the retail calendar: New Week - The original function for setting up the retail calendar. New Year - What most clients use to enter each new fiscal year. Retail Calendar Screen The system will create the individual weeks based upon what is entered using the New Year function. When you set up the retail calendar, it is best to have the following full fiscal years defined: last year, current year, next year, and one month. Correspondingly, when a retail calendar is in place, it will be used in Ad Hoc Inventory Analysis reports and Data Mining. Buttons Search - Searches for and simultaneously displays in the grid any retail calendars that are saved in the system. New Week - Displays the Retail Calendar Detail screen which lets you create a new weekly retail calendar and save it in the system. Screen Details 51 Retail Calendar

New Year - Displays the Retail Calendar Year screen which will allow you to create a new retail year and save it in the system. Edit - If you click on this button when a retail calendar is selected in the grid, then this will display the Retail Calendar Detail screen which lets you edit its details and save it in the system. Delete - If you click this button when a retail calendar is selected in the grid, then this will delete that retail calendar from the system. Print List - Prints out a list of any retail calendars in the grid. Close - Closes the Retail Calendar screen. Retail Calendar - New Week Setup 1 In the Retail Calendar screen, click on the New Week button to display the Retail Calendar Detail screen. 52 Settings Options User Manual 2 In the Retail Calendar Detail screen, select the Start and End dates of the first week of last year s retail calendar and enter the Year, Month, Week of Year, and Week of Month. In this example, last year s first week started on 01-04-2010 and ended on 01-10-2010, the Year is 2010, the Month is 1 (since it is the first month), the Week of Year is 1 (since it is the first week of the year), and the Week of Month is 1 (since it is the first week of the month). Click on the Save button to save the first week of the retail calendar in the system. 3 Now click on New Week again and repeat the process for the second week. The next week will start the first day after the End date of the first week; in this example, it would start on 01-11-2010 and end on 01-17-2010. The Year and Month would be the same as before. the Week of Year would be 2 since it is the second week of the year, and the Week of Month would be 2 since it is the second week of the month. You will follow these steps to create each week of the fiscal year for last year, the current year, next year, and a month after. For each subsequent month, enter 2, 3, 4, etc. up to 12 since there are twelve months in the retail year. For each subsequent Week of Year, enter 2,

3, 4, etc. up to 52 (or 53, depending on how many weeks there are in that year). For each subsequent Week of Month, enter 2 or up to 5 depending on how many weeks there are in that month. If you are setting up a 4-5-4 cycle, then the first month would be 4 weeks, the second month 5 weeks, the third 4, etc. Retail Calendar - New Year Setup 1 In the Retail Calendar Screen, click on the New Year button to display the Retail Calendar Year screen. 4 For Months 2 through 12, all you have to do is select the Number of Weeks and the system will automatically select the Start Date of the next month based on the number of weeks from the start date of the previous month. If you are setting up a 4-5-4 cycle, then select 5 for the Number of Weeks for Month 2, which will automatically prompt the Start Date for Month 3 and select 4 for the Number of Weeks for Month 3, which will automatically prompt the Start Date for Month 4, and so on until all the months are filled in. 5 Click on Save and repeat the process to create a retail calendar year for the current year, the next year, and a month after. 2 The Retail Calendar Year screen simplifies the process of creating a retail Calendar because you can set it up by year as opposed to week-to-week. You will create a retail calendar for last year, the current year, the next year, and a month after. 3 Enter the year for last year in the Year field. Then, for Month 1, select the Start Date for the first week of the first month and select the Number of Weeks for that month. When you select the Number of Weeks, the Start Date for Month 2 will get populated automatically for Month 2. In this example, the Year is 2010, the Start Date is 01-04-2010, and the Number of Weeks is 4. The system automatically populated 02-01-2010 as the Start Date for Month 2 since it is four weeks from the start date of Month 1. 53 Retail Calendar

Dept Rankings Chapter 18

Navigational Path Settings> Options> Dept Rankings Dept Rankings Screen Screen Details Dept Rankings is a customer-specific Settings option that does not apply to general clients. 55 Dept Rankings

Task Scheduler Chapter 19

App Scheduler Navigational Path Settings> Options> Task Scheduler> App Scheduler Search - Searches for and simultaneously displays in the grid any task schedules that are saved in the system. New - Displays the Task Schedule Detail screen which lets you create a new task schedule and save it in the system. Edit - If you click on this button when a task schedule is selected in the grid, then this will display the Task Schedule Detail screen which lets you edit its details and save it in the system. Delete - If you click on this button when a task schedule is selected in the grid, then it will be deleted from the system. Close - Closes the Task Schedule screen. Style Import Navigational Path Settings> Options> Task Scheduler> Style Import App Scheduler Screen Style Import Screen Screen Details The App Scheduler screen is where you can search for, create, edit, and delete task schedules in the system. These are specific tasks that you can set up for the system to run automatically on particular days and times rather than having to set them up and run them manually. Buttons 57 Task Scheduler

set up the time and Days to Run Style Import which will schedule the automatic importing of styles at the time and on the days you select. Scheduled Task Result Navigational Path Settings> Options> Task Scheduler> Scheduled Task Result Screen Details The Style Import screen allows you to manually run an Import Style utility and run a scheduler to import styles at specified times. The import utility gives you the ability to update a style and retain an unlimited amount of barcodes for a style. In addition, it will update all tables including OF tables based on the.csv file received. Any rows in the file containing errors will not be processed. Instead, a log file will be created with a coded notation containing the style number and type for each error that is encountered. Scheduled Task Result Screen In the Styles Import screen, there are four fields that you have to fill in in order for the style import to take place: Machine Name - Enter the name of the machine into which the style import file will be imported. Path For Style to Import - Enter the location on the server where the style import file will be placed and imported into the system. Path for finished Styles - Enter the location on the server to where the files will be moved once they have been imported. Path for Log File - Enter the location on the server where the file will be created when any errors are encountered while importing the styles. The log will be created as a text file with the same name as the file that is being imported. The Manually Import Style button allows you to trigger the import of any files that exist at the time the option is taken in the location specified as the path for styles to import. Under that button, you can 58 Settings Options User Manual Screen Details The Scheduled Task Result screen is where you can search for and view the results of any

scheduled tasks that were performed. Clicking on the Search button will search for and simultaneously display in the grid the tasks that were performed. For each task, it will display the task name, machine name, start time, end time, result, and import log path. Task Schedule Detail imports such as ASN Import and PO Import. In this section are three fields: o Path For Task to Import - Enter the location on the server where the task import file will be placed and imported into the system. o Path for finished Task - Enter the location on the server to where the files will be moved once they have been imported. o Path for Log File - Enter the location on the server where the file will be created when any errors are encountered while importing the task. The log will be created as a text file with the same name of the file that is being imported. The Communications section is used for any tasks that have FTP or email functionality. The Days to Run section is where you select the days and times to run the task. Tasks Screen Details The Task Schedule Detail screen is where you can set up tasks in the system. The Schedule Task tab includes four sections: Info, For Imports, Communications, and Days to Run. In the Info section are three fields: o TASK NAMES - Click on the down arrow button and select a task that you want to set up to run. o Server Name - Enter the name of the computer that your main app server sits on; this needs to be entered in order for the task to run. o Sender Email Address - Enter the email address of the sender account for emails that are sent out to customers for certain tasks, such as batch reports on credit card closeouts or a buying club welcome letter. The For Imports section only applies to tasks with ASN Import - ASN stands for Advanced Shipment Notice. This is basically an electronic packing list that a vendor would send for a shipment against a purchase oorder before the retailer actually receives the shipment. Normally, the ASN vendor files are pulled from the One Source FTP site and manually downloaded and imported in the system. This allows you to set up a scheduled task where the process will be automated. Correspondingly, this will create a system process that will allow those files to be picked up and processed automatically on the scheduled day and time you set up. Adjust Min/Max by Store - The Adjust Min/Max by Store task directly corresponds to the Adjust Min/Max screen located under Inventory> View Alter Styles> Min/Max Utilities> Adjust Min/Max. Min/Max is set up on the SKU level for POs or transfer purposes. The Min/Max determines the minimum and maximum amount a store wants to have on hand of a certain item. If the QOH is less than the minimum amount for a particular item, then when a purchase order is placed based on Min/Max the system will order the exact amount of units to reach the maximum QOH for that item. For example: If your Min is 5 and your Max is 100 for an item and you have 4 QOH, then when you place a PO based on Min/Max, the system will order 96 units to reach that item s Max amount of 100 QOH. The Adjust Min Max screen is where you set up the parameters for adjusting Min/Max. You can set up a general Min/Max adjustment for a department, or you can set up a specific Min/Max adjustment for a particular style or OF category. You have to select if you want the Min 59 Task Scheduler

and Max to be increased or decreased and enter the fixed amount or percent by which you want the Min and Max to be increased or decreased. Once the Adjust Min/Max parameters are set up, you have to select the Active option box and save it in the system. Next, set up the Adjust Min/Max by Store task here for it to run. You will need to select the days and times you want this task to be run and save this task in the system. Once the system is rebooted, the Min/Max will be adjusted on the scheduled day(s) and time(s) that you set up for that task. For example: If you set up the Min and Max to be increased by 5 and 10 and the current Min and Max is 10 and 100 respectively, and the task is set up to be run on Friday at 5 PM, then when the task is run, the Min and Max will be increased to 15 and 110. Moreover, as long as this task remains in the system, each Friday at 5 PM the Min/Max will be increased 5 and 10. Therefore, the next Friday the task is run the Min and Max will be increased to 20 and 120 respectively. Apply Scheduled Min Max - This task directly corresponds to the Scheduled Min Max Calc Templates screen located under Inventory> View Alter Styles> Min/Max Utilities> Scheduled Min Max Calc Templates. This task will automatically define and set the Min/Max values for a particular style or styles. You must first set up the parameters of the Min Max calculation in the Min Max Calc Templates screen. Click on New to display the Min Max Template Detail screen, which is where you set up the parameters of the Min Max calculation. Enter a Template Name, then set up the parameters for that template. You can filter by class, brand, and/or style and filter it out only to the particular stores within those particular items that you want it to affect. The other important things you must set up are the Sales Dates and the Min/Max Settings. Sales Dates calculates the total amount of units sold for each SKU (that falls under the criteria you set) during the period of time that you select. Therefore, if you select 12/1/11 12/31/11, it will calculate the total amount of units over that period of time for each SKU. In addition, instead of setting a date range, you can select Calculation Last and enter the amount of days, and that will look at the total amount of units sold over the last x amount of days for each SKU. It will then calculate the average amount of weekly units based on that amount. The Min/Max settings are what get applied to the average amount of weekly units sold to determine what the Min and Max will be. Correspondingly, the average amount of weekly units sold for each 60 Settings Options User Manual SKU will get multiplied by the Min and Max Weeks that you enter here, and that will automatically define the Min and Max values. For example: If the average amount of weekly units sold for a particular SKU is 6 and you set your Min to 2 and Max to 5, the Min will be 12 (6 X 2) and the Max will be 30 (6 X 5). The Baseline Min is the Min value that will automatically be set if the average amount of weekly units sold falls under that amount. Once you set up the Sales Dates and Min/Max settings, the other thing you have to select is a Method Type. The Method Type is used to calculate the Min and Max for any item that has no sales during that period of time you select. There are four Method Types from which you can select: Department, Type, Sub-Type, or Brand. If you select Brand, the system will look at the average amount of weekly units sold for that brand and multiply that number by the Min and Max weeks to calculate the Min and Max values for that item. After you set up the Min/Max Template parameters, make sure the Active option box is selected, then click on Save to save the template in the system. You will then be able to set up the Apply Scheduled Min Max task to run. As a result, if you set the task to run on Friday at 9 AM, every Friday at that time the task will run and calculate the Min and Max for the items based on the criteria you set up and automatically set the Min and Max values in the system. Auto Punch Out - This is a task that you can set up on a scheduled day and time that the system will automatically punch out any employees that forgot to manually punch out at the end of the day. Buying Club Rewards - This task directly correlates to the Buying Club Rewards tab in the Task Schedule Detail screen. When you select this task, you will also enter the Sender Email Address, which will hold the name of the sending account for the rewards emails sent to the customers. Select the scheduled day(s) and time(s) for this task to run. Then, under the Buying Club Rewards tab, enter the number of days and the store number to which this will apply. The number of days is the amount of days for the cutoff of rewards being generated based on the Date Last Reward Earned. Therefore, if you enter 30 (days), then any rewards accrued by the customer within the last 30 days will not be considered in the generation of Rewards Gift Certificate. Once this task is saved, the system will automatically find all the customers that have eligible rewards and generate a gift certificate for each customer on the scheduled day(s) and

time(s). In addition, a.txt email will be generated and sent to each customer notifying them of the gift certificate reward using the data entered in the Sender Email Address field. Close-out Open Drawers - If an employee forgets to close out at the end of the day, then you can set up a scheduled day and time that the system will automatically close out any open drawers. Then the employee will be able to alter the closeout and enter the amounts the next day. Commit Scheduled Markdown - This allows you to set up scheduled days and times that markdowns will automatically commit in the local. This will also commit on the main server as well, so you will want to use those hand-in-hand. If you set the markdown to commit tomorrow at 12:01 AM, it will look to see if there are any markdowns that are scheduled to be committed on that day. Then it will commit those markdowns in the main server in addition to automatically getting committed to the local. Confirm Invt All Stores - This task makes sure that the inventory buckets for each item (that you see in the Style Detail, SKU List and other inventory screens) is correct based upon the actual transactions. It will go through every item in every store and correct the values in those inventory buckets to make sure they match the component transactions. For example: The sold quantity of an item in inventory needs to match the sum of the quantities on each transaction where that item was actually sold and returned. The Rcvd quantity in inventory needs to be equal to the sum of the quantity on all of the transfers, PO receivings, and RA shipments of the item. The On Hand needs to be equal to the Rcvd minus Sold. Confirm Invt Single Store - This task is the same as All Stores except that it only runs for the items in a single, designated store as opposed to the items in every store. Copy Min/Max Store to Store - This task corresponds directly with the Copy Min/Max Store to Store screen located under Inventory> View Alter Styles> Min/Max Utilities> Copy Min/Max Store to Store. In order to run this task, you have to set up the parameters for copying the Min/Max from one store to another in the Copy Min/Max Store to Store screen. Name it and select the store from which Min/Max is going to be copied and the store to which the Min/Max is going to get copied. Then set up a Copy Min/Max Store to Store for all styles, a brand, an individual style, or an OF category. In order to copy Min/Max from one store to another, both stores have to have the same style(s) in inventory set up with Min/Max. After you Copy Min/Max parameters, you have to select the Active option box and save it in the system. Next, set up the Copy Min/Max Store to Store task here for it to run. Select the days and times you want this task to be run and save this task in the system. After the system is rebooted, the Min/Max will be copied from one store to the other store on the scheduled day(s) and time(s) that you set up up for that task. Correct X Scans - This allows you to set up scheduled days and times that the system will automatically go into inventory and correct any X scan items. Min Max Allocation - This is an automated process based upon the functionality of the Min-Max Order button on a new inter-store transfer. It will automatically create an unapproved inter-store transfer (one per style) based upon the Min/Max need of each store in the enterprise and the availability in the warehouse store. The warehouse store is designated in the Task Schedule Detail setup. PO Import - This is the same as the setup for PO import under the PO Import Screen. Refer to the PO Import Screen Details for more information. Part Number Import - This task is no longer functional and will be removed. Post General Ledger - This task executes the same process as from General Ledger, Posting Processes and Build Postings. Purge Old Quotes - This task allows you to convert an existing quote into a sales order without reentry of the quote being required in the system. This conversion will create the proper order date, required date, expected ship date, due date, customer purchase, and order number. The system will also produce an audit list of those quotes converted to sales orders identifying the old quote number and the new sales order number and related information. Repopulate PO Based on Min/Max - This task is associated with the PO Based on Min/Max screen, which applies to items that either have a part number and/or a brand/vendor relationship. When this task runs, it will populate the records for items that have fallen below their minimum as well as populate the records for each vendor associated with those items. This will look at both the part number relationships of each item as well as the brand/vendor relationships of each item. TSYS Batch Supplement - This task will automatically settle all open credit card batches in the database. The settlement reports for each of these batches (both successful and failed) will 61 Task Scheduler

be emailed to the email address specified in the Task Schedule Detail screen. Trans CRM Item Count - This task is no longer functional and will be removed. Update CRM Item Count - This task is no longer functional and will be removed. Update Kit Costs - If you set up a task schedule for this task, then the cost of a kit will be auto-calculated based on the cost of the individual item in the kit. When this task is run, the system will calculate the cost for a kit from the average cost of the individual items in the kit. Also, the system will update all closed receipt lines generated from sales of the kit with the updated costs. This will only encompass the receipts that were closed since the last time the process was run. This process will update the cost in the sales line items affecting their margins, but will not the affect the cost of the actual kit inventory item. Once the kit costs are updated, the average cost of the items will need to be updated in inventory. Update OTB Actuals - This task updates the field labeled as Actual in the Open to Buy plans with the actual sales, receivings, transfers, etc. Update OTB On Order - This task updates the Open to Buy plans with the current on-order values based upon open purchase orders. Weather Feed - If you are using the Weather Feed store setting to pull down the weather and see your sales based on the weather conditions for the day, you must set up a scheduled task for that as well. You will probably want to set it to a time before you open for the day so that it will pull the weather data starting from that time and continuing throughout the day until the end of the workday. Wine Fetch Import - This task is no longer functional and will be removed. Task Names Navigational Path Settings> Options> Task Scheduler> Task Names Task Names Screen Screen Details The Task Names screen is where you can search for, create, and edit task names in the system. Clicking on the New button will display the Task Names Detail screen. There, you can enter the DB task name and the name of the title and save it in the system. The DB Task Name is the name of the hardcoded task, and the Name of the Title is the name to which you want to change that task name. The task name will appear under the Task Names drop-down list in the App Scheduler screen and Task Scheduler Detail screen. Buttons Search - Searches for and simultaneously displays in the grid any task names that are saved in the system. New - Displays the Task Names Detail screen 62 Settings Options User Manual

which will allow you to create a new task name and save it in the system. Edit - If you click on this button when a task name is selected in the grid, then it will display the Task Names Detail screen which lets you edit its details and save it in the system. Reset - Resets anything you currently have displayed in the grid to a blank screen, but does not actually delete any existing records. Close - Closes the Task Names screen. Scheduled Downloads Screen Details The Scheduled Downloads screen is where you can search for, create, edit, and delete scheduled downloads in the system. Clicking on the New button will display the Scheduled Downloads screen where you can set up a scheduled upload/download or admin download on a particular date and time for an individual store or multiple stores. Buttons Navigational Path Settings> Options> Task Scheduler> Scheduled Downloads Scheduled Downloads Screen Search - Searches for and simultaneously displays in the grid any scheduled downloads that are saved in the system. Reset - Resets anything you currently have displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Scheduled Downloads detail screen which lets you create a new scheduled download and save it in the system. Edit - If you click on this button when a scheduled download is selected in the grid, then this will display the Scheduled Downloads screen which lets you edit its details and save it in the system. Delete - If you click on this button when a scheduled download is selected in the grid, then it will be deleted from the system. Print List - Prints a list of any scheduled downloads on the screen. Close - Closes the Scheduled Downloads 63 Task Scheduler

screen. 64 Settings Options User Manual

Enterprise Settings Chapter 20

Navigational Path Settings> Options> Enterprise Settings Enterprise Settings Screen Screen Details Enterprise Settings are global settings; that is, they are enterprise-wide settings that will affect every store and every machine. Settings Make PO from Cust Order Based Upon - Allows you to define on to base the Make PO from Customer Order when the system looks to see if 66 Settings Options User Manual an item on a sales order or special order needs to go into the Make PO queue to be added to a PO. Options include On-Hand Only, Available, Expected, and Ignore Inventory. Correspondingly, on the Make PO s from Customer Orders screen, the OH column will be populated based on what you select here. Cost for Make PO from Cust Order - If Last Cost is selected, then when a purchase order is created through Make PO s from Cust. Orders, the purchase order will be created using the last cost of the merchandise as originally designed. If Comm. Cost is selected, then when a purchase order is created through Make PO s from Cust. Orders, the purchase order will be created using the commission cost defined on the sales order. Depending on the Allow Zero Commission Cost flag, if the commission cost is zero, then the system will overwrite the cost with the last cost, if necessary. Allow Zero Commission Cost - If enabled and Cost for Make PO from Cust. Order is set to Commission Cost, then the system will create the PO with a zero cost if the commission cost on the sales order is set to zero as well. If disabled and Cost for Make PO from Cust. Order is set to Commission Cost, then the system will create the PO using the last cost if the commission cost on the sales order is set to zero. Commission Calculation Method - Allows you to define how the system will calculate commission on commission reports. Options include Sales Fixed Percentage, Profit - Use Margin Table, Profit - Use Markup Table, Sales - Use Margin Table, and Sales - Use Markup Table. Depending on your selection, the system will calculate commission based on either the standard percentage of sales, the percentage of sales that is derived from a margin or markup table, or the percentage of profit that is derived from a margin or markup table. Weather Server's Name - If you want to use weather reporting, then enter the name of the app server in your company which will perform the importing of weather data. Allow Price Override in Inventory Import - If enabled, then when a price value is included in an inventory import file for an existing item, the price of that item will be updated to this new price from the file. Otherwise, if this setting is disabled, then the price of an existing item will not be updated when a price value is included in an import file. Physical Invt Adjustments Reflect Current Date If enabled, then any physical adjustment transfers that are created will be dated based on the actual date of creation. If disabled, then

physical adjustment transfers will be dated based on the physical rollback date. Display Alt. Attr. Runs on Style List - If enabled, then the Attr. Run in the Style Detail will be displayed with the Alternate Run Name as set up by the user. Do Not Update Open PO s on Invt. Price Change - If enabled, then when the price of an item is changed in inventory, the price of that item will remain the same for any open purchase orders on which that item appears. In other words, if the price of an item on an open PO is $10 and the price of that item is changed to $12 in inventory, the price of that item on the open PO will remain $10. If this setting is disabled, then when the price of an item is changed in inventory, the price of that item on any open POs will be changed to the updated price in inventory. Open AR Aging Using Invoice Date (Instead of Due Date) - This setting applies to the Apply Finance/Late Charges screen located under Open Item of Accounts Receivable. If enabled, then new finance charges will be applied to each customer based on the invoice date of the open account charges. If disabled, then new finance charges will be applied to each customer based on the due date of the open account charges. Only Warehouse Stores for Transfer s/po s This is a customer-specific setting that is not used by the vast majority of clients. If enabled, then for each store that has a warehouse store, only those warehouses will be available to add a PO to an inter-store transfer from another store. Use PO Cancellation - If enabled, then this will put in a functionality that blocks a PO from being deleted. Instead, deleting a PO will just cancel it by zeroing out all of its quantities. Client Short Name - This is used when generating profile names for notification services, and when the script tracker needs to send an email. It is only used by Celerant Tech Support. Include Term Sales in SKU/Store List - If enabled, then when the SKU/Store List or Change SKU/Store list has the term sales listed in the grid, all term sales that are flagged as Term Sale Display will be listed in alphabetical order separated by a comma. If disabled, then when the SKU/Store List or Change SKU/Store list has the term sales listed in the grid, the results will be blank. Allow Reversal of Trade to Sale on Receipt Void - If enabled and a receipt is voided through the Receipt Detail screen where a Trade to Sale was applied to the receipt or a Trade to Card was issued, then the system will void the receipt as it currently functions, but it will also replenish the trade card value. The system will validate that the trade card was issued on the transaction being voided before continuing, and it will validate that the trade card has not been used for redemption. If disabled and a receipt is voided through the Receipt Detail screen where a Trade to Sale was applied to the receipt, then the system will void the receipt as it currently functions and not reverse the Trade to Sale amount. Therefore, the customer will not receive the trade credit back after the receipt is voided. Validate Address on Tax Requests - If enabled, then before the system requests the tax calculation from Avalara, it will validate the shipping address if the Country field is anything other than the following: Empty, US, USA, United States, CA, CAN, or Canada. If disabled, then the system will request the tax calculation from Avalara without performing any validation on the shipping address. QB Interface - Populate Payable Class with Store - If enabled, then when user performs the QuickBooks payable export and uses the Direct Connector program, the store ID will be passed to QuickBooks as the Accounts Payable Invoice Expense Class. If disabled, then when the user performs the QuickBooks payable export and uses the Direct Connector program, the system will function as it was originally designed and NOT pass the store ID to QuickBooks as the Accounts Payable Invoice Expense Class. Default New Customers to Can Email - If enabled, then when a new customer is created, the Can Email setting in the Customer Detail screen will automatically be checked. Otherwise, the user must manually check the Can Email flag when creating a new customer. Create customers from email address - If enabled, then when utilizing the green receipt, if a customer is not entered on a transaction but the receipt is emailed, the system will automatically create a customer record using the email address. Otherwise, the system will not create a customer record based upon the email address on the green receipt. Allow Scanning of Rx at POS - This works in conjunction with the Rx30 Pharmacy Prescription Interface. If enabled, POS will accept the scanning of the Rx prescription barcode in order to sell a prescription. LU... (Pharmacy Item Lookup) - This works in conjunction with the Rx30 Pharmacy Prescription Interface. The selected SKU will be recorded as the line item on the receipt when a prescription is sold. Price of Rx - This works in conjunction with the Rx30 Pharmacy Prescription Interface. The user has two options: 67 Enterprise Settings

o Copay Amount - When the Rx is added to the POS, the copay amount (full retail price minus insurance amount) will be used as the selling price. The insurance amount will basically be applied, and the user will only have to enter the copay amount as a tender in order to complete the sale. o Full Retail Price - When the Rx is added to the POS, the full retail price (total price of the prescription) will be used as the selling price. No insurance amount will be taken off the price populated at the POS. As a result, the user will be responsible for entering the proper insurance amount as a tender record on the sale, along with the proper copay amount as a separate tender in order to complete the sale. Only Due Styles on PO Due In Printout - This setting affects the Receiving/Due In Purchase Order printout which is available from the Purchase Order Detail screen. By default, the report will show all items on the PO and not just the ones that have a Due In quantity. If this setting is enabled, then any styles that have already been received in full on the PO will not appear on the printout. Use Sub-Style Schema - This was developed for a specific customer and is not used in general deployment. Use GNP Registry - If enabled, then the user can set up a gift registry as a GNP (Gift Notification Program) registry, in which the registered customer can have the amount spent on items applied to a stored value card instead of having the merchandise shipped and possibly returned. If disabled, then the user is prevented from using the GNP registry and it will function as it was originally designed. Select Stock#'s from List - If enabled, then the user can set up predefined in-store locations flagged as Stock # in order to assign to specific SKUs through a drop-down option instead of manually typing the stock number. If disabled, the user will use the Stock # field as originally designed and will be required to enter the stock number manually. Use Price Protection Plans at POS and Sales Order Entry - This was developed for a specific customer and is not used in general deployment. Use Retail Calendar for Dyn Dates - If enabled, the system will use the retail calendar when selecting a predefined date range of MTD, MTD LY, YTD, YTD LY, This Week, WTD LY, Last 3 Weeks, First 6 Weeks of the Year, and First 3 Months of the Year. If disabled, the system will use the Gregorian calendar when using the predefined date selections as originally designed. 68 Settings Options User Manual Link SO to PO at Receiving - If enabled, then when you perform a PO receiving, a database trigger first looks to satisfy all special/sales orders linked to the PO. After that, if there is still quantity available from the new receiving, then the system will look for any unlinked and/or unreceived special/sales orders, and it links this PO to them on-the-fly as if this PO was always linked to them. This will then carry through to the printing of the sales order tags for the newly linked orders. Show Ordered Qty on Linear PO Receiving - If enabled, then from the Linear PO Detail screen if the PO Mode is set to Do Receiving, the Ordered column will display with the quantities ordered for each item. If disabled, then from the Linear PO Detail screen if the PO Mode is set to Do Receiving, the Ordered column will not display. Force Narrow Searches - If enabled, then the system will not display the standard, Do you want to narrow your selection? prompt when the system sees a minimum number of selections have not been made. Instead, the system will prompt the user with, You have not selected enough filtering criteria. You must narrow your selection further. If disabled, then the system will function as it currently does by prompting the user, Do you want to narrow your selection? with the option to bypass the prompt and continue with the defined search selections. Set Approved PO to Unapproved When Edited If enabled and an approved purchase order is edited, then the user will be prompted that the saving of the changed PO will be flagged as unapproved and a user with the proper security rights will be required to re-approve the PO. Note: This feature works in conjunction with the Must Approve PO s Store Setting. If disabled and an approved purchase order is edited, then saving the changes will not change the PO to unapproved. Default Brand - This will provide a drop-down option of all available brands defined in the system. By setting this option with a default brand, creating a new style will automatically populate the Brand field with what is set in Enterprise Settings. This is carried through to setting up new items through Inventory, Purchase Order Detail, Transfer Detail, and Sales Order Detail. Set RA as Shipped When Approved - If enabled, then once an RA is flagged as approved, the merchandise will be shipped and the inventory quantity will be relieved. In addition, the credit payable will be generated for the appropriate Remit To and can be processed through View Payables. If disabled, then once an RA is flagged

as approved, the user will then have to edit the RA, change the RA Mode to Do Shipping, and enter the quantities of the merchandise being shipped to the vendor. This will generate the credit payable for the appropriate Remit To which can be processed through View Payables. Ignore negative on hand values for PO - If enabled, then a negative on hand quantity (-1) will be considered zero when creating a PO based off Min/Max. Also, a negative on hand (-1) will be ignored when calculating the average cost of an item during receiving. Example: An item has a quantity of -1 on hand with an average cost of $5.00. A receiving is done on the item with a cost of $6.00. The average cost of the item will now change to $6.00. If disabled, a negative on hand quantity (-1) will be included in the calculation based off the Min/Max defined on the item during the creation of the PO. Also, a negative on hand (-1) will be included in the calculation of the average cost during receiving of the item. Example: An item has a quantity of -1 on hand with an average cost of $5.00, and a maximum order quantity of 10. During the PO creation, the system will include the -1 in the calculation which will create the PO for a quantity of 11. In addition, if one item was received at $6.00 and the current average cost for the negative item was $5.00, then the average cost would be updated to $5.50 taking the negative quantity into account. Allow Fractional Quantities in Kits/Packages - If enabled, the system will allow the user to enter fractional quantities when defining quantities that make up a kit or a package. If disabled, the system will function as it was originally designed. Allow Order Substitutions at Pickup - If enabled, the system will allow the user to right-click on the item entered on a sales order and flag it as being substitutable and to replace the original ordered item through Fulfillment> Sales Order Invoicing> Pick-Up List. Ignore MM Calc Flag - If enabled, then when the PO Based on Min/Max process is performed, the system will pull all items regardless of whether the SKU MM Calc flag is checked or unchecked. If disabled, then when the PO Based on Min/Max process is performed, the system will pull only those items where the SKU MM Calc flag is checked. Move Qty to NAS if Earlier than Release Date - If enabled, then when an item is received that has a future release date, the system will automatically flag the item as Do Not Sell and will place the quantity received under NAS with a default In-Store NAS location called Pre-Release. If disabled, then when an item is received that has a future release date, the system will receive the item as normal and place the quantity under the on hand quantity. Allow One Step Receiving - If enabled, then when a purchase order is entered, a flag labeled One Step Receiving will be enabled and default as being checked. If this flag on the PO is checked, then during the initial saving, the items entered will automatically be received. If disabled, then when a purchase order is entered, the flag labeled One Step Receiving will be disabled and require the user to save the PO and then reopen it in order to receive the merchandise. SKU-Level Part Numbers - If enabled, then when a part number is assigned to a style, the part number will also be assigned to each SKU within that style. Therefore, the part number will be assigned on the SKU level; however, the user will be able to change the part number on the SKU level manually by editing the SKU or through the part number import. If disabled, then when a part number is assigned to a style, the part number will not be assigned to each SKU within that style. The system will function as it currently does by having the part number assigned on the style level only. Sales Order Invoice Header Reflects Store of Original Order - If enabled, then when a sales order is entered under one store but actually shipped by another store, the original store will be listed as the store on the invoice/receipt. Example: A sales order is entered with Store 1 as the header store. Store 99 performs the actual shipment. With this Enterprise Setting checked, Store 1 will be listed as the store on the invoice/receipt. If disabled, then when a sales order is entered under one store but actually shipped by another store, the store that performed the actual shipment will be listed as the store on the invoice/receipt header record. Example: A sales order is entered with Store 1 as the header store. Store 99 performs the actual shipment. With this Enterprise Setting unchecked, Store 99 will be listed as the store on the invoice/receipt header record. Allow/Apply Negative Values in Payable Export If enabled, then when a payable is entered with a negative value under the Freight or Add l Amount, the system will generate the CSV file with the Amount column populating with the negative value and the Total column with a positive value. When the file is imported into an accounting software, that allows for the accounting software to determine which accounts need to be credited. Example: A PO is received for $250, and the vendor allowed for a $25 credit 69 Enterprise Settings

on freight to be applied. When the payable is generated in Celerant, the user edits the payable and enters -$25.00 under the Freight field, causing the invoice to total $225. When the payable export is performed, the system will generate the invoice CSV file and list the two lines (one for merchandise and the other for freight), and the freight line will display a negative amount as opposed to placing the freight record under the credit CSV file with a positive amount. If disabled, then the system will function as it currently does by taking a negative value entered under the Freight or Add l Amount and generating a credit CSV file with the Amount column displaying the positive value and the Total column displaying a negative value. Auto-Download SVC/Trade Card Balance Changes - If enabled, then when configured with Local Servers and a trade card or SVC card is either used or replenished, the system will automatically queue a download of the trade card or SVC card for each local server within the next few minutes. Therefore, when working in conjunction with the Store Setting described above, the local servers will upload the credit transaction immediately, then the main server will automatically download the changes to the other local servers every few minutes. If disabled, then when configured with local servers and a trade card or SVC card is either used or replenished, the system will NOT automatically queue a download the changes to all local servers. The system will function as it currently does by requiring an upload/download in order to update the Trade Card and SVC Card balances. Do Not Require ID/Police Info on Buy Trade Entry - If enabled, then when a user is entering a Buy/Trade transaction, the customer s record assigned to the Buy/Trade transaction will NOT require the Customer Status, Expiration Date, or DL/ID# be populated before allowing the transaction to be saved. If disabled, then when a user is entering a Buy/Trade transaction, the Customer Status, Expiration Date, and possibly the DL/ID# will be required before saving. If a new customer is created during the Buy/Trade entry process, the customer record must have the Customer Status, Expiration Date, and DL/ID# populated. If an existing customer is being used during the Buy/Trade entry process, the customer record must have the Customer Status populated, and the Expiration Date must be populated with a future date before saving. Prevent Selling SVC with Existing SVC (Stratus ONLY) - If enabled, then the system will prevent the user from applying an SVC as the form of tender if a new SVC is being sold by removing 70 Settings Options User Manual the STORED VALUE CARD tender button from the Pay screen. If disabled, then the system will work as it currently does by allowing the user to apply an SVC as the form of tender if a new SVC is being sold. Enable Ordering/Selling Linked Styles - If enabled, then this will enable the logic that allows defining one item with associated linked items. If a style is defined with linked items, then the style be ordered and received from the vendor which will increase the OH quantity, then the linked items will be sold which will also relieve the main style s OH quantity. MinMax Allocation Type - This will work in conjunction with Auto Min/Max Allocation. The system can be set up using one of the following types: o All Styles - One Store per Transfer - If selected, then when the min/max allocation is performed, the system will generate transfers by combining all styles with only one From store o All Stores - One Style per Transfer - If selected, then when the min/max allocation is performed, the system will generate transfers by combining all From stores on one transfer with only one style. Show Serial no's Available in All Locations - If enabled, then when a serialized item is entered on a layaway, then the user will be prompted to allocate the serialized item from one of three locations: Local (current location), Warehouse (predefined store found under Store Settings), or Remote Store (a store set up on the system other than the warehouse or current location). If disabled, then when a serialized item is entered on a layaway, the user will not be prompted to allocate the serialized item from a different location Auto-Select Oldest Serial Number at POS from WH - If enabled along with the Enterprise Setting labeled Show Serial no s. Available in All Locations, then when a serialized item is entered on a POS transaction and the user selects Warehouse on the Allocate From screen, the system will determine the oldest serialized item and automatically allocate this item to the transaction. NOTE: The flag labeled Show Serial no s. Available in All Locations must be checked in order to function properly. If disabled, then when a serialized item is entered on a POS transaction, depending on the status of Show Serial no s. Available in All Locations, either a list of serial numbers will display or the Allocate From screen will display with the three locations (Local, Warehouse, Remote Store). If

Warehouse is selected, the user will be prompted to select the desired serial number to allocate to the item on the transaction. Use Command s General Ledger - If enabled, then this will force the user to specify a GL account and an account type when entering a payable category, payout category, transfer category, AR adjustment category, or bank account. This ensures that the GL Chart of Accounts gets populated properly. First Month - This is used in conjunction with Use Command s General Ledger and defines the first month of the financial year, which in turn determines the last month of the financial year for year-end closing purposes. Default Company Segment - This is used in conjunction with Use Command s General Ledger and is the second segment that will be used when generating a financial report in Store Detail and if a store is not associated with an entry. Default Year End Account - This is used in conjunction with Use Command s General Ledger during the year-end closeout and the account defined will be used as the offsetting account for closing the income and expense accounts. Allow transfers outside of Region - If enabled, the system will allow an inter-store transfer to be created for stores outside the store-defined region, depending on the user security. Allow transfers outside of Franchise - If enabled, the system will allow an inter-store transfer to be created for stores outside the store-defined franchise, depending on the user security. Allow transfers outside of Company - If enabled, the system will allow an inter-store transfer to be created for stores outside the store-defined company, depending on the user security. Use Sub-Style by Department - This is industry-specific and relates to periodicals (magazines, newspapers, etc.) in which a style is created, then substyles under the main style are maintained which represent the issue or volume of the periodical. This allows turning the use of the substyle logic and functionality on for specific departments without affecting other inventory. Sub-Style Department (button) - This works in conjunction with the Use Sub-Style by Department option. The user can select the desired departments that will utilize the sub-style logic and functionality. Require Full Rental Payment at Entry - This is used with the enhanced Rental functionality available in Stratus. This flag will determine if the customer is required to make payment at the time of entry, or if the customer can make payment once the merchandise is returned. Ski Rental Boot Length Field - Since this field is required when using the DIN tables, and each client could use a different field, this drop-down will list Customer AF1-4 as described below. When an item that is flagged as requiring the DIN table is rented, this field must be defined on the customer that is assigned to the rental. Ski Rental Code Field - Since this field is also required when using the DIN tables, this drop-down will list Customer Category 1-4 as described below in order to be used when setting the Ski DIN Tables, as well as making sure the customer assigned to an item that requires the DIN table has a proper value selected. Default Rental Customer Requirement - This works in conjunction with the Customer Requirements defined under Settings> Options> Customer Requirements. Customer required fields can be defined for Rental transactions. If populated, every rental transaction will require the defined customer fields before completing the transaction. Default Sale Customer Requirement - This works in conjunction with the Customer Requirements defined under Settings> Options> Customer Requirements. Customer required fields can be defined for Sale transactions. If populated, every sale transaction will require the defined customer fields before completing the transaction. Use Guarantee Program at POS - This was developed for a specific customer and is not used in general deployment. Non-Restocking Return Reason - This is used in conjunction with Use Guarantee Program at POS which was developed for a specific customer and is not used in general deployment. 71 Enterprise Settings

In-Store Locations List Chapter 21

Navigational Path Settings> Options> In-Store Locations List Allows the user to define the in-store selling location on an item being sold through the POS. Can be used in conjunction with the Gift Packages module of the POS in order to track what station a gift package is under. Is used in order to classify an in-store location that is defined as NAS (Not Available for Sale). Allows the user to assign an in-store location to specific items on a sales order in order for internal tracking. Buttons Search - Searches for and simultaneously displays in the grid any in-store locations that are saved in the system. In-Store Locations List Screen New - Displays the In-Store Locations Detail screen which lets you create a new in-store location and save it in the system. Screen Details In-store fulfillment is used for multiple purposes. They include: 73 In-Store Locations List

prevent the user from selecting the in-store location when building a gift package or processing the order through the in-store fulfillment queues. o Stock Location No - Prevents the in-store location from displaying under the Stock # drop-down list, as well as prevent this in-store location from being treated as an NAS (Not Available for Sale) location. Stock # - Allows the in-store location to be included in the Stock # drop-down list which can be applied to specific SKUs. NAS - Allows the user to define the in-store location as an NAS (Not Available for Sale) item. The OH quantity will be adjusted when an item is moved into an NAS location accordingly. o Printer - Displays the available printers found under Machine Options in order to print the picking ticket of the item when being fulfilled. Edit - If you click this button when an in-store location is selected in the grid, then the In-Store Locations Detail screen will display which lets you edit the details of that in-store location. Delete - If you click this button when an in-store location is selected in the grid, then it will be deleted from the system. Close - Closes the In-Store Locations List screen. In-Store Locations List Setup In-Store Locations: Settings> Options> In-Store Locations List New/Edit o Location - User-defined name of the in-store location which will be used throughout the system. o Store - The store that is assigned to the in-store location. o Selling Location - If enabled, then this will allow the user to set this location as a default in-store location on a SKU, or when selling an item, select another in-store location as the location from which to sell. If disabled, then this will prevent the in-store location from being available when defining the default in-store location on a SKU or from selecting the selling location on the POS for the SKU. o Fulfillment Location - If enabled, then this will allow the user to use this in-store location as a station when building a gift package or processing the order through the in-store fulfillment queues. If disabled, then this will 74 Settings Options User Manual

Private Label Promo Codes Chapter 22

Buttons Navigational Path Settings> Options> Private Label Promo Codes Private Label Promo Codes Screen Screen Details Private Label Promo Codes is custom for a specific client and is not utilized by standard clients. The private label promo codes work in conjunction with the GE Money Integration; the client offered promotional financial terms to customers based upon the dollar value of the transaction. 76 Settings Options User Manual Search - Searches for and simultaneously displays in the grid any private label promo codes that are saved in the system. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. Edit- If you click this button for an existing promo code, then it will bring up the Promo Codes screen which will allow you to edit. New - Displays the Promo Codes screen which allows you to create a private label promo code, and you can save it in the system. Delete - If you select a promo code in the grid and click this button, then it will delete that promo code from the system. Close - Closes the Promo Codes screen.

Process Store Setting List Chapter 23

Navigational Path Settings> Options> Pricing> Process Store Setting List Process Store Setting List is used in conjunction with processed gift cards that do not utilize the same processor as normal credit card processing. For example, if credit cards are typically processed via Paymentech, but processed gift cards are processed via Ceridian SVS, then the client would define the process store setting which includes things such as the Industry, Primary and Secondary URLs, Merchant ID, and other account parameters. The store processing detail would then be linked to the tender that is defined through Settings> Options> Tenders. Buttons Search - Searches for and simultaneously displays in the grid any process store setting lists that are saved in the system. Reset - Resets anything currently displayed in the grid to a blank screen, but will not actually delete any existing records. New - Displays the Store Processing Detail screen which allows you to create a process store setting list, and you can save it in the system. Process Store Setting List Screen Edit- If you click this button for an existing process store setting list, then it will bring up the Store Processing Detail screen which will allow you to edit. Close - Closes the Store Processing Detail screen. Screen Details 78 Settings Options User Manual

Pricing Chapter 24

Auto Pricing which lets you create and set up a specific margin or markup percentage to be applied to a price and save it in the system. Navigational Path Settings> Options> Pricing> Auto Pricing Auto Pricing Screen Edit - If you click this button when a price setting is selected in the grid, then the Setup Pricing Detail screen will display and you can edit the details of that price setting. Print List - Prints a list of the price settings that are displayed in the grid. Delete - If you click this button when a price setting is selected in the grid, then it will be deleted from the system. Close - Closes the Auto Pricing screen. Set Up Pricing Detail Screen Details The Auto Pricing screen is where you can search for, create, edit, and delete price settings that are based on markup percentages. The auto pricing logic in general is just a shortcut to apply something to new styles when they get created so the user does not have to remember to do so. Price settings can be set up in the Setup Pricing Detail screen, which you can access by clicking on the New or Edit buttons. Buttons Search - Searches for and simultaneously displays in the grid any brands, departments and/or types that have their retail price defined by a specific margin or markup percentage. New - Displays the Setup Pricing Detail Screen 80 Settings Options User Manual Navigational Path On the Auto Pricing screen, search for a record and click on Edit.

Suggested Retail Price, and Round Prices to the nearest. The Auto Pricing configuration only applies to new items that match the categories you select for the brand, department, and/or type that falls within the Low Cost and High Cost range. Screen Details The Set Up Pricing Detail screen is where you can define your retail price by a specific margin or markup percentage so that when you create a new style, this will automatically set the retail price based on that markup percentage. You can set up a general markup percentage, or you can define the markup by brand, department, and/or type. You also must set up a Low Cost and a High Cost which represent the cost range that Auto Pricing will apply to new items. The screen includes six tabs: Auto Pricing, Customer Pricing, Size Uptick Pricing, Additional Settings, Future Pricing, and Auto Cost. Auto Pricing Tab You can enter a markup percent for one of the three options in each of these sections: o In the Setting Price section, you can set the price by % of Cost, % of Sugg(ested) Price, or % of Store Price. o In the Setting Store Price section, you can set the store price by % of Cost, % of Price, or % of Sugg(ested) Price. o In the Setting Suggested Retail Price section, you can set the suggested price by % of Cost, % of Price, or % of Store Price. In the Round Prices to the nearest section, you can select from the drop-down list the amount to which you want the markdown price to be rounded, such as.99,.00, or exact. After you select the brand, department, and/or type, enter the Low Cost and High Cost, and enter the markup percentage, click on Save to save it in the system. Then, any time you create a style and enter the cost of an item that falls within that criteria, the system will automatically calculate and enter the price for you. For example, if you select brand X with a Low Cost of $10 and a High Cost of $50, and you specify that Price will be 10.00 % of Cost, then the system will automatically make the price $11 when you create a style for brand X with a cost of $10, Customer Pricing Tab Customer Pricing Tab Details Auto Pricing Tab Details The Auto Pricing tab is divided into four sections: Setting Price, Setting Store Price, Setting The Customer Pricing tab lets you set up different pricing levels for customers. If you click on the Add button, the Setup Customer Price Detail screen will 81 Pricing

display. There you can set up pricing codes (e.g., A, B, C, D, etc.) and apply a discount to each one. In other words, for each pricing code you can enter in a discount value for one of the five discount types you want to apply to that pricing code. The five discount types are % Off, $ Off, New Price, % Over Cost, and $ Over Cost. Pricing codes can be assigned to employees or regular or preferred customers. If you assign a pricing code to a customer record, every time that customer shops and is added to the POS, he/she will automatically get that discount for those items. Size Uptick Pricing Tab The Size Uptick Pricing tab is not functional in the current version of Command Retail. Additional Settings Tab brand, department, and/or type you select that falls within the Low Cost and High Cost range will automatically be excluded from the buying club. Club Multiplier - Specify a multiplier value that will get applied to any new style created that is associated with the brand, department, and/or type you select that falls within the Low Cost and High Cost range. When that item is purchased, this will multiply the dollar valuation by that value, which will go towards the dollar goal for reaching a club reward. Discounts Allowed Commission - Enter in a commission value that will get applied to any new style created that is associated with the brand, department, and/or type you select that falls within the Low Cost and High Cost range. Spiff - Enter a spiff value that will get applied to any new style created that is associated with the brand, department, and/or type you select that falls within the Low Cost and High Cost range. Sales Tax Codes - Click on the down arrow button and select a sales tax code that will get applied to any new style created that is associated with the brand, department, and/or type you select that falls within the Low Cost and High Cost range. As a result, the sales tax code that is linked to this item will override and take priority over the standard tax rates of the department and/or store. Future Pricing Tab Additional Settings Tab Details The Additional Settings tab has flags and fields that you can set up which will get applied to any new style that is created based on the brand, department, and/or type that you select that falls within the specified Low Cost and High Cost range. Settings Firearm - If selected, then any new style created that is associated with the brand, department, and/or type you select that falls within the Low Cost and High Cost range will automatically be designated as a firearm item. Restricted Firearms (Handgun) Exclude from Buying Club - If selected, then any new style created that is associated with the 82 Settings Options User Manual Future Pricing Tab Details The Future Pricing tab allows the user to import a file with the new costs in order to have the system recalculate the various prices without having to manually change the items. Settings

Setting Price - Based off percent of Cost, Suggested Price, or Store Price. Setting Store Price - Based off percent of Cost, Price, or Suggested Price. Setting Suggested Retail Price - Based off percent of Cost, Price, or Store Price. Setting Wholesale Price - Based off percent of Cost, Price, or Suggested Price. Price Commit Date - Lets the user define when the future prices that are imported will be committed/updated. Round Prices to the nearest o.x5 - If the new price is calculated to be $1.87, then the system will round the price to $1.85. If the new price is calculated to be $1.90, then the system will round the price to $1.85 instead of $1.95. o.x0 - If the new price is calculated to be $1.87, then the system will round the price to $1.90. If the new price is calculated to be $1.85, then the system will round the price to $1.90 instead of $1.80. The log file will list those items that could not be imported for various reasons in order for you to correct and re-import them. Once the import is complete, a markdown will be generated for all items imported based off the Auto Pricing Future Pricing calculations and will be created for all stores. o If the future pricing has not been committed, then the user can re-import the future pricing file in order to overwrite the original calculations, or the user can use the Future Pricing Worksheet and manually correct the prices and costs. Once the future pricing is defined, importing the future pricing file will calculate the prices based off the selections above and commit the price changes on the defined Schedule Commit Date. Pricing> Future Pricing> Future Pricing Worksheet o From the Future Pricing Worksheet, the user is able to grid the desired fields and manually change the prices and costs in order to have the correct prices updated when the markdown is committed by selecting each cost or price field individually. Importing Future Pricing List Auto Cost Tab Pricing> Future Pricing> Future Pricing Import Select the desired file to import. o File Format: Barcode, New Cost This file does not need column headers and should be a.csv file. o Start the import A status bar will be provided until the import is complete. A prompt stating the number of records imported will be displayed. o View Log File The Auto Cost tab is not functional in the current version of Command Retail. Rounding Options Navigational Path Settings> Options> Pricing> Rounding Options 83 Pricing

Rounding Options Screen Standard - This will use standard logic meaning at or above the half-way mark rounds up, while below rounds down. Always Up - This will always round up. Always Down - This will always round down. o Display Text - Text that displays when selecting the rounding option on the various Celerant screens. Example: An Item with a price of $29.99 is discounted by 15% with the Round To =.10, Increment = 1.00, Mode = Always Up. In this case, the system will calculate the price as $25.10.(29.99 15% = 25.4915, Increment is set to round to the nearest 1.00 and set to always round up causing the increment to be 26.00, Since there is a Round To of.10, the system will subtract the Increment of 1.00, then add the Round To of.10 causing the discounted price to be $25.10). NOTE: If the Round To is 0.00 or is equal to the Increment value, then once the price is rounded to the nearest increment, there is no additional logic. Example: An Item with a price of $19.99 is discounted by 10% with a Round To = 0.00, Increment =.04, Mode = Standard. In this case, the system will calculate the price as $18.04. (19.99 10% = 17.991, Increment is set to round to the nearest.04 and is set to use standard rounding method. Since the Round To option is 0.00, the system will round the 17.99 up to the next increment of $18.04). Screen Details Pre-defined rounding options will be set with the previous hard-coded options. If the user attempts to <Edit> one of the pre-defined rounding options, then the Rounding Option Detail screen will open, but the Save button will be disabled in order to prevent any changes. They include: o.99,.00,.49/.99,.98,.97, EXACT New/Edit - Opens the Rounding Options Detail screen in order to set the following: o Increment - Determine the range of how far the rounding option can round. o Round To - Defines the nearest decimal value to round to when using a function within Celerant where a rounding option is used. o Round Mode - Set how the rounding option should round, by one of the following options: 84 Settings Options User Manual Buttons Search - Searches for and simultaneously displays in the grid any rounding options that are saved in the system. New - Displays the Rounding Option Detail screen which lets you create a new rounding option and save it in the system.

Edit - If you click this button when a rounding option is selected in the grid, then the Rounding Option Detail screen will display which lets you edit the details of that rounding option. Delete - If you click this button when a rounding option is selected in the grid, then it will be deleted from the system. Print List - Prints a list of rounding options in the system. Close - Closes the Rounding Options screen. 85 Pricing

Customer Requirements Chapter 25

Navigational Path Settings> Options> Customer Requirements Customer Requirements Screen Screen Details This screen will list all the Customer Requirements set up within the system which will be linked to specific inventory items or set as a default enterprise setting. This will then be used in determining if the customer information has the required fields completed before completing the transaction. Customer Requirements Name - User-defined name that will be used to link specific items to the defined customer requirements. Note: Only one customer requirement can be assigned to one style. Extend to Family Members - Allows the user to extend the customer requirements to any family member entered on the transaction. This is more specifically for rentals where family members can be added to the transaction. If the option box is unchecked, then it will only apply to customer records entered on the transaction and not include family members entered on the rental. o If the logic is carried over to standard sales, family members are not defined on the transaction, so this would not apply. The panels coincide with the current Customer Detail screen tabs: o Customer - Includes Address, Phone 1-4, and Email. o Personal - Includes Birthday, Customer Category 1-4, Customer Preference 1-2, Passport, ID Info (ID Type and DL/ID#), State, Expires, Hair Color, Eye Color, Height, Weight, and Customer AF 1-4 (new fields below). o Store Attributes - Includes VIP ID and Cust Date 1-3. If any of these options are selected, then when the item is on a transaction, the customer fields must be filled in prior to continuing. o Rentals - When the user releases the rental transaction. If a field is not filled in, then a prompt will display stating what field needs to be defined. o Sales - When the user attempts to continue to the Pay screen. Buttons 87 Customer Requirements

Search - Searches for and simultaneously displays in the grid any customer requirements that are saved in the system. New - Displays the Customer Requirements Detail screen which lets you create a new rounding option and save it in the system. Edit - If you click this button when a customer requirement is selected in the grid, then the Customer Requirements Detail screen will display which lets you edit the details of that customer requirement. Delete - If you click this button when a customer requirement is selected in the grid, then it will be deleted from the system. Close - Closes the Customer Requirements screen. Settings Customer Requirements Name Extend to Family Members Customer Store Attributes Personal - 88 Settings Options User Manual

MSR API Settings Chapter 26

Navigational Path Settings> Options> MSR API Settings MSR API Settings Screen Screen Details This is custom for a specific client and is not utilized by standard clients. 90 Settings Options User Manual