2.1General Preferences
General Preferences is where you will set up all preferences through out your system.
Company Info
The Company Info tab is where you will enter your PO Billing and Shipping Address. To enter the information, place the cursor in each field and enter the information pertaining to the field.
Company/First Name/Last Name/Phone/Title
This information pertains to your company.
City/State/Zip
When you get to enter your address, the cursor will jump to the Zip field and a box will appear. As you type the zip code, POSIM will automatically search for and find the city and state that go along with the zip code. The information will automatically be entered into the correct fields. If there are multiple cities within one zip code, use the up and down arrows to select the correct location.
Enter the company email address. If you select the >> button, a new window will open.
If the PO Shipping Address is the same as the PO Billing Address, select the Copy from Billing button. This will copy the information from the top panel and copy the same information in the Shipping Address panel.
NOTE: |
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Making sure your PO Billing and Shipping Addresses are correctly entered is very important for the following reasons: 1. The information entered here will be the default billing and shipping addresses entered on all Purchase Orders. 2. Anytime the Shipping Address is changed in this screen, it will reset the authorization code and you must call in to reauthorize the database. 3. All reports will have this address print by default |
Accounting
There are three different tabs in the Accounting Tab.
Default Chart of Accounts
The Default Chart of Accounts are the default categories assigned by the specific accounting program you chose. It will be your responsibility to sit down with your accountant to create your own default chart of accounts. These account numbers will exist first in your accounting package and will need to be entered here.
Reason Codes
The Reason Codes tab is where you can view and add reason codes for transferring and adjusting purposes.
Adding a Reason Code
1
The gray areas are Reason Codes that cannot be edited. The only part that can be edited is which Account the reason code is assigned to.
2
To create a new reason code, place the cursor in the Description column in the blank row.
3
Enter the Description and the Account number.
4
When you select the Enter key, a new blank line will appear at the bottom of the table where you can continue adding Reason Codes.
NOTE: |
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You do have the option of changing the Reason Code number, but you must make the number greater than 99. If you try to assign a number less than 99, a window will open informing you that codes under 99 are reserved. |
Setting a Default Reason Code
1
To set the default Reason Code that will appear when making Transfers or Adjustments, select the down arrow in the Default Reason Code field near the bottom of the screen.
2
A list of the Reason Codes that are entered in the table will appear in a drop menu.
3
Select the Reason Code from the list that you would like as the default. When it is selected, it will be displayed in the Default Reason Code field.
Deleting a Reason Code
1
Highlight the Reason Code that you need to delete.
2
Select the Delete Key
3
The Reason Code will be removed from the table.
Groups
The groups tab is for situations where you need to break out Sales or Cost of Goods Sold into multiple groups or areas of your store. Groups may be used in complex situations and give a better picture of the finances.
Adding a Group
1
Click into the blank line that is under the Account Group ID.
2
Enter the information necessary for the group and select the Enter key. A new blank line will appear beneath the new group allowing you to continue entering new groups.
Deleting a Group
To delete a Group, highlight the group and select the Delete Key.
Accounts Receivable
The Accounts Receivable tab is where you will establish the default accounting type for your customers, set up your service charge information, enter your deposit slip information, and other AR preferences.
Figure 2-1Screen Shot 2016-02-26 at 11.36.34 AM
AR Misc Tab
1
Fist select which default accounting type you want for your customers.
A. Balance Forward: All payments are applied against the total balance owing on the account. These are applied automatically but can be changed manually.
B. Open Item: All payments must be applied to specific invoices.
Figure 2-2Screen Shot 2016-02-26 at 11.36.34 AM copy
2
Enter the number of days you want to allow for a grace period. The grace period is the number of days that you will allow your customer to go past a due date before charging a service charge.
3
Enter the percentage rate for the monthly finance charge. This is the percentage rate that the service charge is based off.
4
Enter the minimum service charge amount. This will be the minimum amount that must be charged for accounts past due. This charge must be manually applied every thirty days.
Figure 2-3Screen Shot 2016-02-26 at 11.36.34 AM copy 2
5
To enable printing the AR balance on a customers receipt or invoice, select the box next to "Print AR Balance on Invoice / Receipt."
6
To notify the sales clerk when a customer has an AR balance, select the box next to "Notify Clerk."
7
In certain instances a store may require customers to sign a voucher when charges are made on their account to acknowledge that charges are being added to the account. To enable this option, select the box next to "Print AR Voucher (Receipt)." When an AR transaction is done, a voucher will print for the customer to sign and give back to the sales clerk to keep on file.
Figure 2-4Screen Shot 2016-02-26 at 11.36.34 AM copy 3
AR Deposit Slips Tab
This is where you will enter the information for your deposit slip. Whenever you complete and post an Open AR Batch, it will give you the option to print a deposit slip. If you select Yes, it will pull information from this preference to create that deposit slip.
1
First you will enter your store contact information
2
Next you will enter your Bank Contact Info.
3
The last thing you will enter is your bank account number.
Recurring Billing Tab
This panel will allow you to set options for Recurring Billing.
Figure 2-5Screen Shot 2015-08-29 at 3.48.34 PM
- Email:
Choose if the emails sent from Recurring Billing come from the currently logged in Employee or the Company settings.
- Default Payment Method:
The selected payment method will be set for a newly added customer on an Open Recurring Batch.
- Default Holding:
Choose if the Hold Pricing box is checked by default on an Open Recurring Batch.
- Auto Post:
Choose if an "Other" payment method will automatically mark as paid when posting an Open Recurring Batch.
Auto ID Numbering
The Auto ID Numbering tab is where you are able to set up an automatic numbering system for your Item ID, Item UPC, and Customer ID.
Figure 2-6Screen Shot 2017-03-02 at 3.19.08 PM
Automatic SKU
Enabling this option will allow the computer to automatically assign the Item SKU (Stock Keeping Unit) to your items as they are created in an Item Card.
1
Enable the automatic SKU by checking the Enable check–box.
Figure 2-7Screen Shot 2017-03-02 at 3.20.11 PM
2
Enter a prefix for the Item ID. The prefix will be the same for every item and will appear before every number that is assigned to an item. The prefix is not a requirement. If you leave this field blank, only the number will appear as an Item ID.
Figure 2-8Screen Shot 2017-03-02 at 3.23.00 PM
3
Enter the next number that you want assigned to the next created Item Card. This number will be continually changing as you add items.
Figure 2-9Screen Shot 2017-03-02 at 3.23.36 PM
Figure 2-10Screen Shot 2017-03-02 at 3.24.48 PM
Automatic Alternate UPC
Enabling this option will allow the computer to automatically assign a UPC to the Item Card as your items are added.
1
Enable the automatic UPC by checking the Enable check–box.
Figure 2-11Screen Shot 2017-03-02 at 3.25.52 PM
2
Enter a prefix for the UPC. The prefix will be the same for every item and will appear before every number of the UPC that is assigned to an item. The prefix is not a requirement. If you leave this field blank, only the number will appear as the UPC.
Figure 2-12Screen Shot 2017-03-02 at 3.26.28 PM
3
Enter the next number that you want assigned to the next created Item Card. This number will be continually changing as you add items.
Figure 2-13Screen Shot 2017-03-02 at 3.27.03 PM
Figure 2-14Screen Shot 2017-03-02 at 3.27.48 PM
NOTE: |
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The UPC Code on the Item Card is not required to have UPC characteristics such as the category code, a ten digit number, and the check digit. If you choose to use the manufacturer's UPC number, you will not want to enable this option. |
Customer ID
Entering information in the Customer ID field will automatically assign a Customer ID to your customers as their Customer Card is created in the database.
1
Enter a prefix for the Customer ID. The prefix will be the same for every customer and will appear before every number of the ID that is assigned to the Customer. The prefix is not a requirement. If you leave this field blank, only the number will appear as the Customer ID.
Figure 2-15Screen Shot 2017-03-02 at 3.28.37 PM
2
Enter the next number that you want assigned to the next created Customer Card. This number will be continually changing as you add customers.
Figure 2-16Screen Shot 2017-03-02 at 3.29.19 PM
Figure 2-17Screen Shot 2017-03-02 at 3.30.23 PM
Default Category
Every item must be assigned to a category and when new items are created, a default category is automatically assigned to each item until a different category is selected. Choose which category will be the default category when new items are created.
1
Click on the dropdown menu to view a list of all the categories in the database.
Figure 2-18Screen Shot 2017-03-02 at 3.33.15 PM
2
Select one category to be the default category.
Figure 2-19Screen Shot 2017-03-02 at 3.34.52 PM
When a new item is added, the item will be assigned the default category. The category can manually be changed on the item card.
Figure 2-20Screen Shot 2017-03-02 at 3.36.48 PM
Customer Card
Customer Card Defaults
In the Customer Card Preference, you will select whether you want the customer's name to print by default. You can also have the company name auto-fill with the customer’s first and last name if you select the Auto-Fill Company Name box.
Figure 2-21Screen Shot 2015-08-29 at 2.07.32 PM
Customer Misc Names
This area allows you to customize the names of the 12 Customer Contact Misc Fields. This is helpful to dedicate a Misc field for a specific purpose. For example, you can set Misc 1 to be named "Size" and Misc 2 to "Brand" to record the customers size and favorite brand. You can use this information for marketing, reporting, and other purposes.
Figure 2-22Screen Shot 2015-08-29 at 2.18.57 PM
You can see the custom Misc Field names and values from the Customer Card and various other places that use these fields:
Figure 2-23Screen Shot 2015-08-29 at 2.25.03 PM
Email Defaults
In the Email Defaults Preference, you will be able to set up the default message that is used when sending emails from POSIM.
Figure 2-24Screen Shot 2015-11-27 at 1.17.45 PM
You can set up a template for the following documents: Invoice, Quote, Work Order, Picking Ticket, Packing Slip, Purchase Order, SRO Complete, and SRO Reminder.
Click on the header for the a document you want to edit. In this example we will modify the Invoice document. The same methods can be applied to each document.
1
Type into the Subject box. Here you will set what your default email subject will be for emailing an invoice.
Figure 2-25Screen Shot 2015-11-27 at 1.18.28 PM
2
Type into the Attachment box. Here you will set what the default PDF attachment name will be. NOTE: do not put .pdf on the end.
Figure 2-26Screen Shot 2015-11-27 at 1.18.39 PM
3
Type into the Message box. Here you will set the default email message.
Figure 2-27Screen Shot 2015-11-27 at 1.18.50 PM
You can use the "Insert Mapped Data" button to link information from the Invoice into the email.
Figure 2-28Screen Shot 2015-11-27 at 1.22.03 PM
Simply double click the Mapped Data field for it to be added to the email. They will appear inside curly brackets {}. For example, {Bill First Name}. When the email is actually created, those fields will dynamically pull from the Invoice.
Extensions
The Extensions tab provides the ability to enable and setup preferences for specific applications or services that integrate with POSIM EVO.
Figure 2-29Screen Shot 2017-03-02 at 4.25.55 PM
Extensions
iPOSIM is an application that can be used to process sales and manage inventory using an iOS device such as an iPad, iPhone, or iPod. See http://posim.com:1975/iposim for details on iPOSIM.
1
Check the box to enable iPOSIM.
Figure 2-30Screen Shot 2017-03-02 at 4.30.52 PM
2
The following message will appear:
Figure 2-31Screen Shot 2017-03-02 at 4.25.47 PM
3
Close and reopen POSIM EVO for the change to take effect and to begin using iPOSIM.
Integrations
The Integrations tab is where vendor integration preferences are setup. The vendor integration feature provides the ability for purchasing managers and other store employees to connect directly to a vendor item catalog to see all items available for purchase.
1
To use the Brewer integration, check the box for Brewer Vendor and using the dropdown menu, select the vendor ID that will be used for Brewer orders.
Figure 2-32Screen Shot 2017-03-02 at 4.39.33 PM
2
Enter the customer number provided by Brewer in the Customer Number field.
Figure 2-33Screen Shot 2017-03-02 at 4.44.05 PM
3
Select Okay to save and close the preferences.
Figure 2-34Screen Shot 2017-03-02 at 4.45.41 PM
See 2.5 Vendor Integration
for step by step directions on using the vendor integration.
Gift Cards
The Gift Cards tab helps you set up your gift cards and the way they will be used in your database.
1
First decide if you are going to use gift cards. If you are not, you can go on to the next tab and ignore this screen. If you are using gift cards, check the Use Gift Cards check-box.
2
As soon as the box is checked, the rest of the screen will be opened up for you to use.
3
First select if you are a single-store user or a multi-store user.
4
If you are a multi-store user, enter in the Gift Card Store ID. This makes it possible for your customers to purchase a gift card at one store, and use it at another.
5
Next decide if you want the gift card balance printed on the invoice or receipt. If yes, check the Print Balance on Invoice/Receipt button.
Creating Gift Card IDs
In order to sell gift cards, information must be entered into the Gift Card table stating what type of gift cards are going to be sold. There are two options of gift cards. One is to have a pre-set amount on the gift card; another is to have the clerk enter the amount of the gift card at the time of purchase.
1
Click into the first cell of the table in the Gift Card tab of General Preferences.
2
Enter a Gift Card Scan ID in the first column of the table. This will be the value entered in an Open Invoice to sell a gift card.
3
Enter the description. This is what will show in the description field on the invoice when the gift card is sold. It will describe in more detail the type of gift card that you are creating.
4
Next enter the amount that is to be associated with that Gift Card Scan ID. If it is left at '0.00', the Clerk will need to enter an amount at the time of purchase. If you enter an amount, it will be automatically entered into the Invoice when the scan ID is entered.
5
You can enter as many gift cards as you need in this table.
Images
The Images tab allows you to set your company logo on the printed documents.
1
Highlight the document you want to add a logo to.
2
Click the Logo button
3
Browse your computer for the image file and click Okay
Invoice
The Invoice tab allows you to set requirements and decide what information will be shown on the Invoice.
Figure 2-35Screen Shot 2015-08-29 at 12.49.32 PM
Posting and Payments Tab
Invoice Posting Requirements
When posting an invoice, you can select the following requirements.
1. Price Cannot be Zero: When this check-box is checked, any item's price on the invoice must be greater than zero.
2. Customer: When this check-box is checked, you will not be able to post an invoice without a customer entered.
3. PO Number: This requires that a PO number be entered on the invoice. (This preference will only work with the New/Working Order Invoice.)
4. Salesperson: When this check-box is checked, you will not be able to post an invoice without selecting a salesperson.
5. Clerk is Salesperson: When this check-box is checked, POSIM will automatically mark the logged in clerk as the salesperson.
6. Warning when Change Due Exceeds: This field lets you enter a dollar amount. If any change due amount exceeds that dollar amount, a warning will appear making sure it is correct.
Figure 2-36Screen Shot 2015-08-29 at 12.47.29 PM
Payment Options
The Payment Options let you choose which payment options will appear and be available on the Open Invoice.
Figure 2-37Screen Shot 2015-08-29 at 12.52.16 PM
1
Check or un-check the boxes for Cash, Check, Debit, Credit Card, Account, and Gift Card depending on which payment options you support.
Figure 2-38Screen Shot 2015-08-29 at 12.53.02 PM
2
If you have other methods of payment, check the Other fields. By typing in the field, you are naming the new method of payment. For example, if you take eCommerce orders, type eCommerce in the Other 1 field. When the Method of Payment screen appears, eCommerce will be an option to select.
Figure 2-39Screen Shot 2015-08-29 at 12.53.57 PM
3
You can add up to three additional payment methods. If you do not type anything in the Other fields, the buttons on the Method of Payment Screen will say Other 1, Other 2, or Other 3.
Invoice Printed Footer
The Invoice Printed Footer text box is a place for you to enter any conditions or return policies you may have that you want to appear on the printed 8.5 x 11 invoice.
Figure 2-40Screen Shot 2015-08-29 at 12.54.48 PM
Show on Printed Invoice Documents
With these check boxes you can choose how much detail you want to show on the 8.5 x 11 invoice documents.
Figure 2-41Screen Shot 2015-08-29 at 12.56.03 PM
Freight Tab
The Freight Tab allows you to enter the different methods of freight that you want shown on the invoice.
1
To enter a freight option, double click in the white available field
2
Type the freight type in the field
3
Select the Enter key and a new white field will become available
4
Continue adding freight methods in the white available field until you have finished.
5
The freight options entered in this tab will appear in the table on the Invoice in the order they were typed.
Discounts Tab
Discount Reasons
This gives you the option to require a reason when giving a manual discount. When your clerks give a manual discount on the Invoice it will display these reasons to pick from.
Figure 2-42Screen Shot 2015-08-29 at 1.00.01 PM
1
Check the box "Require a manual discount reason" to enable this feature.
2
Type the Discount Reasons is the boxes provided.
Figure 2-43Screen Shot 2015-08-29 at 1.03.30 PM
3
From the Invoice, when a clerk gives a manual discount, the dialog below will display and require a reason to be selected.
Figure 2-44Screen Shot 2015-08-29 at 1.05.01 PM
Figure 2-45Screen Shot 2015-08-29 at 1.06.30 PM
Figure 2-46Screen Shot 2015-08-29 at 1.13.16 PM
Figure 2-47Screen Shot 2015-08-29 at 1.12.38 PM
Discount Override
When an item is added to the invoice that could fall into multiple discount options, (Price codes, Preferred Pricing, Date to Date etc), POSIM will analyze all the possible prices and give the customer the best deal. This checkbox Override Discount Precedence allows you to choose the order in which discounts are given priority.
Figure 2-48Screen Shot 2015-08-29 at 12.57.36 PM
Miscellaneous Tab
Figure 2-49Screen Shot 2014-07-21 at 1.11.36 PM
Message of the Day
This text box is for you to enter the message of the day that will appear on the Touch Invoice Screen. You can change the message daily, weekly, etc. There is no limit for characters entered in this field. Click in the screen and type your message. It will appear on the Basic Invoice Screen.
Figure 2-50Screen Shot 2014-07-21 at 1.12.04 PM
Market Analysis
The Market Analysis preference allows you to survey your customers for answers on up to three questions. This option is very beneficial when you are trying to determine how successful your marketing efforts are. For example, if you are running advertisements you may want to ask how your customers heard about you. Then you can determine if the advertisements made the impact you were hoping for.
Figure 2-51Market Analysis
Check the "Enable Market Analysis" checkbox to turn on this feature
Questions 1-3: These fields hold the reminder titles for the questions you want your clerk to ask a customer when they make a purchase.
Click the button next to each question to set some additional preferences seen below:
Figure 2-52Screen Shot 2014-01-02 at 1.38.59 PM
Check the "Require a Response" check box if you want to force your clerks to fill out an answer
You can then create a list of Pre-Populated Responses for easier entry at the point of sale. Your clerks can just select from the list or start typing and have these responses auto-complete
Using Market Analysis
When a customer is making a purchase and you click a payment method button on an Open Invoice, then the clerk will be prompted to ask the survey questions.
Figure 2-53Screen Shot 2014-01-02 at 1.43.06 PM
Click OK when all questions have been answered to continue Invoice Payment. Use the Cancel button to return to the Open Invoice.
Market Analysis Report
This feature also consists of a report to view the survey question responses. Please see Market Analysis Report for more information.
Divisions
Divisions allow you to separate and report on various sources of invoices. This is where you will enter the different divisions that will appear on the Invoice.
Figure 2-54Screen Shot 2015-08-29 at 1.25.25 PM
These divisions will be seen on the Open Invoice.
Auto Log Off
This is a security feature that gives you the option to have EVO automatically log out after an invoice is posted and/or after a specified amount of idle time.
Figure 2-55Screen Shot 2014-07-21 at 12.45.00 PM
- Require Log In At Invoice Post
This will log out of EVO when clicking the Pay or Payment Buttons on the Invoice. Which will ensure that the person posting the invoice has the proper access.
- Require Log In After Invoice Post
This will log out of EVO immediately after posting an invoice.
- Log Off after ___ seconds.
This will log out of EVO when the Open Invoice or Working Invoice is open and EVO is idle for the specified number of seconds.
Other
Figure 2-56Screen Shot 2014-07-21 at 1.18.34 PM
Other
Cheat Sheet
The cheat sheet is a pop-out window on the Open Invoice. For more information on how to use it, see Cheat Sheet. Selecting this check box gives you the ability to use this cheat sheet. If the box is un-checked, you will not have access to the cheat sheet.
Without:
With:
Warn on Insufficient Qty When
These options allow you to set when and if EVO will give you a warning message when trying to sell an item that is out of stock according to the EVO Item card.
- Qty is Changed
This will display an out of stock message when the quantity is changed on the invoice.
- Item is Entered
This will display an out of stock message when the item is entered on the invoice.
- Posting
This will display a summary out of stock message when the post or payment button is clicked on the invoice.
Auto-Cleanup Lines
This option will combine items on the invoice if they have the same; Trans Type, SKU, and Price. For example if the customer is buying 10 of the same item and the clerk scanned them each individually. Instead of there being 10 lines with a qty of 1 each, there will be 1 line with a qty of 10. This cleanup will happen during the invoice posting process.
Allow Sorting
This option will allow the invoice lines to be sorted by the specified value. For example if you want the invoice sorted by SKU you can select that here. Then on the Invoice click Tools>Sort for the sorting to happen.
Hide Change Due
When the invoice posts, there is a yellow banner which displays how much change is due to give the customer. This preference will allow you to specify the number of seconds that the banner displays. By default the banner will also disappear as soon as the next invoice is modified.
Invoice Folders
The Invoice Folders section is where you will manage your folders that show in the Invoice. Folders are used to organize and track invoices. They can be assigned to people or functions, such as special orders.
Figure 2-57Screen Shot 2014-07-21 at 1.16.48 PM
1
You can assign a folder as the Special Orders Folder. Any invoices created as a special order will be stored in this folder until the order is completed. To assign, check the check box for special order.
2
If you need to delete a folder, highlight the folder and select the delete key on your keyboard.
3
The Count column shows how many folders are located in each folder. If you try to delete a folder that has invoices in it, you will be required to select a new folder for the invoices.
NOTE: |
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You cannot delete the folder if it is the Special Orders Folder. You must first select a new folder to hold the special order invoices before you can delete a folder. |
Layaways and Orders
Minimum Order Deposit Percentage
The Minimum Order Deposit Percentage allows you to enter the required percentage of the product that must be paid as a deposit before a special order or layaway can be deposited.
Click in the field and type the percentage amount. When a special order or layaway is created, the deposit will automatically be calculated off this percentage in the Open Invoice. You can also check the box "Include Est Tax in Deposit" which will add an estimated tax amount into the deposit collected.
Figure 2-58Screen Shot 2014-07-21 at 12.44.55 PM
The Deposit Percentage can be seen from the Invoice. Example Below.
Layaway Receipt Footer
The Layaways tab allows you to enter a message that will print on all Layaway Receipts.
Enter the message in the space provided where you can enter up to 255 characters.
Marketing Link
MailChimp
MailChimp is a third party email marketing provider. With their service you can send marketing emails and schedule recurring campaigns.
This preference section is used to link your POSIM database with their online hosted database. MailChimp will charge a monthly fee based on the number of contacts you have hosted.
Contact your POSIM sales rep for pricing and setup instructions. A member of tech support will assist in the setup process.
Figure 2-59Screen Shot 2013-12-31 at 9.00.40 AM
Marketing Manager
Marketing Manager is a POSIM tool that allows you to send out trigger based marketing campaigns to your customers. See our website for more information on Marketing Manager.
This preference section is used to link your POSIM database with the online hosted Marketing Manager database. A member of tech support will assist in this setup process.
Figure 2-60Screen Shot 2013-12-31 at 8.55.28 AM
PayStream
The PayStream tab is where you will enter your PayStream host IP Address.
You may also type your Merchant ID from your credit card processor. This merchant ID is not required by POSIM, but will print on the credit card voucher.
Pricing
Price Codes
Price Codes provide a quick way to discount specific items for specific customers. The items may be assigned different price codes, and every customer can be assigned to a different price code level. When the customer buys an item, it will use the customer’s level and the item’s price code to determine the selling price. You can create as many price codes and price levels as you need.
You can select a Default Price Code which will be used when creating new Category cards. You can also select a Default Price Level which will be used on Invoices that do not have a customer selected and it will be assigned to new customer cards. Unless you are planning to make a global discount it is best to leave the default level at current price.
Figure 2-61Screen Shot 2015-08-29 at 12.18.21 PM
Creating a New Price Code
1
Click Add Code to create a new Price Code. A new line will appear to enter the Price Code ID and Description. The Price Code ID is used when assigning the price code to an item category. The Description describes the items that will be assigned to the price code.
Figure 2-62Screen Shot 2015-08-29 at 12.19.53 PM
2
The next step is to create, or use an existing, price levels. Then set the discount formula for each price level. Click Add Level to add more levels. Select the ">>" button at the end of the line for the level you would like to set.
Figure 2-63Screen Shot 2015-08-29 at 12.24.21 PM
3
A window will open allowing you to set the price formula
Figure 2-64Screen Shot 2015-08-29 at 12.25.46 PM
4
First you will set the Cost or Price that the level’s formula will be based on. Select the radio button next to the cost or price that you need.
NOTE: |
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It is not mandatory to enter an amount in the base amount fields because the information is automatically taken from the Item Card. However, if you enter actual values in the base amount fields, the sample calculated retail will change depending on the numbers you enter. As you enter other values in the window, you will see the affect it has on the base amount. |
5
Next you will need to select between the margin %, adjustment %, adjustment $, or the markup factor, depending on what you want to base your formula on.
A. Margin %: Select this field if you want to add a margin % to the base amount. Enter the margin percentage in the field. If you entered an amount in the base amount field, you can see the affect in the Sample field at the bottom of the screen.
B. Adjustment %: Select this field to add a percentage to the base amount. Enter the percentage in the field.
C. Adjustment Dollar: Select this field if you want to add a dollar amount to the base amount. Enter the dollar amount in the field.
D. Markup Factor: Select this field if you want to add a markup factor to the base amount. Enter the markup factor in the field.
6
The next panel to fill out is the Rounding panel. If desired select a method of Rounding. Enter the level of rounding and whether you want to round up, down, or to the nearest. Next enter the rounding amount. For example: if you want to round to a whole number, enter 1.00. When rounding to five cents, enter .05.
Less: In the Other panel, the Less field is if you desire to have an amount subtracted from your total amount. For example, if you want your price to enter in .95, round to 1.00 less 0.05.
7
If you do not want to base the level’s formula on a calculation, you can set a price by selecting the Fixed Price checkbox and entering the price that you want set as the level’s price formula.
8
When you have finished entering the formula, select OK.
9
The formulation will now be in the level line.
Figure 2-65Screen Shot 2015-08-29 at 12.33.20 PM
10
Continue creating formulas for each level by using the ">>" button at the end of each line.
Figure 2-66Screen Shot 2015-08-29 at 12.35.39 PM
11
When you have finished entering all the levels’ pricing formulas and you need to create a new Price Code, select the Add Code button.
Figure 2-67Screen Shot 2015-08-29 at 12.35.39 PM
12
All the fields will clear allowing you to enter a new Price Code ID, Description, and price formulas.
Figure 2-68Screen Shot 2015-08-29 at 12.37.48 PM
13
To go back to your previous price code, click on the price code in the table and the information will reappear.
Figure 2-69Screen Shot 2015-08-29 at 12.38.43 PM
14
Once you have created all your price codes and set every level, you will go to the Category Card and Customer Card to assign a code and level to your items and customers.
Preferred Pricing Groups
Preferred Pricing groups allow you to tie certain items at specific prices to certain groups of customers. The price can be set as a price value or calculated based on margin percentages. When both the customer and the item are entered into an Open Invoice, the preferred pricing will be given.
Figure 2-70Screen Shot 2015-03-23 at 10.59.00 AM
1
Click the "Add Group" button to add a new preferred pricing group.
2
A blank line will appear for you to add a new Group Name and Group Description.
3
Click the ">>" button to add or modify the list of Items and their custom pricing for this group.
Figure 2-71Screen Shot 2015-03-23 at 11.04.01 AM
4
Add Items to this list by either type/scan into the SKU box or click Lookup Items to search.
5
Type a custom Quote Price for each of the Items. This will be the custom price for the Item.
Assign Preferred Pricing Groups to the Customer
You can specify one of your groups to be the default group. This selected group will automatically be set on newly created customers.
Figure 2-72Screen Shot 2015-03-23 at 11.10.15 AM
Otherwise you can set a custom pricing group for each of your existing customer either manually one at a time, or using the customer grid view, or with importing.
Here is where you can set the group on the customer card manually:
Figure 2-73Screen Shot 2015-03-23 at 11.12.46 AM
Purchasing and Receiving
The Purchasing and Receiving tab gives different options for requirements regarding your Purchase Orders and Receiving Logs.
Purchase Order Requirements
Vendor SKU
If you want to require a Vendor SKU for your Purchase Orders, check this box.
Order Expiration
Enter here the number of days that you want to pass before the Purchase Order expires.
Case Lot Warning
If you check this box you will receive a warning on the purchase order if you try to post without ordering an item by case.
Receiving Log Requirements
Received By
If you want to require who the items are received by, make sure the Received By check box is checked. If you do not need the Received By information, leave the box un-checked.
Freight Validation
If you want to require freight allocation, make sure Freight Validation is checked. If you do not need to force the freight allocated, leave this box un-checked.
Rewards
The Rewards feature allows you to track customers and their spending through implementing a rewards program. As a customer spends money, he is given a certain amount of points and as the points accumulate and reach a certain amount, he is given rewards set by you, the owner. You can assign customers to various levels of rewards so that loyal customers see the benefit of shopping with you. You can also assign various items a reward levels so the purchase of certain items is more highly rewarded than the purchase of others. This feature gives you a simple method of benefiting those customers most loyal to you and keeps them returning to your store.
Rewards Set Up
To set the parameters of your rewards program, select the Rewards Tab in the General Preferences window.
1
First you need to activate rewards by checking the Use Rewards Points check box.
2
Next you will decide if you want to print the reward balance on the invoice or receipt, if you want to have a message appear notifying the clerk of the rewards, and if you want to print a reward coupon. Check the boxes for the options you want activated.
3
Now you must determine how many points must be accumulated to reach the action level. The action level is the point in which the customer earns his reward. Enter the number of points in the Action Level box.
4
Enter the Action Message and the Printed Action Message. The Action Message will be a pop-up in the Open Invoice that the clerk will see when the action level is reached. It can be a message for the clerk to tell the customer. The Printed Action Message will be the message the customer will see on his invoice or receipt.
5
If you want to add a coupon image that will print on the receipt, double click in the image box. A window will open allowing you to choose an image from your database or your computer.
NOTE: |
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You are able to see your Printed Action Message and Coupon Image by going to Receipt Preferences. |
Reward Codes Setup
To create your reward codes, go to the Reward Codes tab in the Rewards tab of General Preferences.
Both customers and items play a role in creating a rewards system. In the Reward Codes tab you will be setting up reward codes for items, and reward levels for customers. These codes and levels will then be assigned to items on the Category Card, and customers on the Customer Card.
1
First enter a name that represents the Reward Code for a group of items and a description for those items. As you enter the information, it will appear in the Reward Codes table above the fields.
2
Next you will create Customer Rewards Levels. By default, the customer reward level fields will be blank. To change this, click in the white Customer Reward Level fields and enter the name for that customer level.
3
To set the definition for that reward level, select the (>>) button at the end of the row.
4
A window will open allowing you to set the perimeters for that level.
Figure 2-74Screen shot 2014-08-19 at 9.15.57 AM
A. You’ll first choose if you want the level to receive reward points, if you want the points based on quantity, or if you want the points based on sales price.
i. No Reward Points: Selecting this radio button will not allow this reward level to receive reward points.
Figure 2-75Screen shot 2014-08-19 at 9.17.03 AM
ii. Reward Points Based on Quantity: Selecting this radio button will make it so the number of points earned is determined by the quantity of items purchased. To calculate the points, the factor will be multiplied by the quantity to equal the amount of points earned.
Figure 2-76Screen shot 2014-08-19 at 9.18.46 AM
iii. Reward Points Based on Sales Price: Selecting this radio button will make it so points are rewarded according to how much money is spent which then determines how many points are given. To calculate the points, the factor will be multiplied by the unit price to equal the amount of points earned.
Figure 2-77Screen shot 2014-08-19 at 9.27.36 AM
B. Now you will set the limitations. Choose between no limitations, limiting points if the margin is less than a certain amount, or limiting points if there is a discount greater than a certain amount.
i. No Limitations: Selecting this radio button will allow the reward level to have no limitations.
Figure 2-78Screen shot 2014-08-19 at 9.31.19 AM
ii. No Points if the Margin is Less than: Selecting this radio button allows you to set a limitation if the margin percentage on the item is not great enough. In the box, enter a percentage that you want to set as the limit.
Figure 2-79Screen shot 2014-08-19 at 9.32.19 AM
iii. No Point if Discount is Greater than: If there is already a discount on the item, selecting this limitation lets you decide if there should be points given for already discounted items. In the box, enter a percentage that you want to set as the discount limit.
Figure 2-80Screen shot 2014-08-19 at 9.33.12 AM
C. Once you have set what the reward points will be based on and have set the limitations, you are able to test your settings in the test area. The test area allows you to enter various numbers and tests what the results will be. This helps you determine what factors you want to use for different reward levels.
Figure 2-81Screen shot 2014-08-19 at 9.35.06 AM
D. When you have finished setting the reward level definitions, select Okay and the window will close.
5
Continue creating Reward Levels and setting definitions until you have finished that Reward Code.
6
To add a new Reward Code, select Add. The Name, Descriptions, and Reward Levels will clear allowing you to create a new Reward Code.
7
Continue adding new Reward Codes until you have finished your reward parameters.
8
Now that you have finished creating your Reward Codes and Reward Definitions, you can set the defaults for your customers and items. To set the defaults, go back to the Rewards tab.
9
Set the default customer reward level by selecting the down arrow and a list will appear with all the reward levels you created. The default assigned here will automatically be assigned to the customers that are not assigned a specific reward level.
10
If there are currently customers in your database with no reward level assigned, when you select a default reward level a message will appear asking if you want to assign the new reward level to those customers without one.
11
Set the default item reward code by selecting the down arrow and a list will appear with all the reward codes you created. The default assigned here will automatically be assigned to categories that are not assigned a specific reward code.
12
If there are currently categories in your database with no reward code assigned, when you select a default reward code a message will appear asking if you want to assign the new reward code to those categories without one.
As stated earlier: Both customers and items play a role in creating a rewards system. In the Reward Codes tab you will be setting up reward codes for items, and reward levels for customers. These codes and levels will then be assigned to items on the Category Card, and customers on the Customer Card.
Redeeming Rewards in an Open Invoice
Once the customers are assigned a reward level on the Customer Card, and the items are assigned a reward code on the Category Card, rewards are earned through the Open Invoice.
Reaching the Action Level in the Open Invoice
Once a customer has reached the action level assigned in General Preferences, depending on the preferences chosen for Rewards, a message will appear for the clerk, and a window will open showing the number of points the customer has earned.
1
Enter the customer into the Open Invoice
2
Enter the items and process the invoice as normal. After you enter the method of payment and post the invoice, a window will open before the invoice posts.
3
It will show the number of points the customer has accumulated, and the number they are capable of redeeming.
NOTE: |
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The Points Total is not editable. The only way to adjust a customer's total reward points is by going to the Customer Card. However, you can edit the number of points the customer would like to redeem. |
4
If the customer wants to use the points he has earned, select the Redeem button. The number entered in the Points to Redeem field will be taken from the customer’s total points. The invoice will then post and you can give the reward to the customer.
5
If the customer wants to continue accumulating points, select Ignore. The invoice will process and the points will remain on the customer’s Customer Card.
Viewing Existing Reward Points in the Open Invoice
If a customer has saved his reward points, or if a customer has earned points less than the action level, when you enter the customer into an Open Invoice, a window will open telling you how many points the customer has. The window will also tell you how many points are needed for the next reward. If the customer has saved his points, the message will say how many points passed the action level have been accumulated.
Sales Tax
The Sales Tax tab is where you will set up your Sales Tax parameters. It gives you the option of using a simple sales tax or an advanced sales tax layout. This is also where you will enter your Tax Exempt Reasons.
Sales Tax Start to Finish
This is a brief explanation of how to set up Sales Tax starting in General Preferences, going to the Category Card, Customer Card, and ending with the Open Invoice. For more detailed instructions in each of these areas, see each of their individual sections by using the links above.
There are three main features that are necessities in using Sales Tax. They are General Preferences, the Category Card, and the Customer Card. You will first set up your tax districts and rules in General Preferences, next you will assign tax groups to a category, and then you will assign a tax district to the customer.
Setting up General Preferences
The first thing to do when using sales tax is setting up the tax districts and tax groups in General Preferences. To find General Preferences, go to the Navigator, Administration, and open General Preferences. Go to the Sales Tax Tab.
Simple Sales Tax:
Simple Sales Tax is used when you only have one Tax District. The Tax District created here will become the default for all customers, unless they are tax exempt.
Advanced Sales Tax:
Advanced Sales Tax is used when you have multiple Tax Districts, multiple Tax Groups and different rules that apply to specific Tax Groups. When using Advanced Sales Tax, you will need to assign a default Tax District in the User Controls tab.
Once your Tax District(s) are set up, you can begin assigning customers and items to a Tax District or Tax Group. This is done in the Category Card.
Assigning Items to a Tax Group
Items are assigned to Tax Groups through the Category Card. To open the Category Card, go to the Navigator, Inventory, Items, and select Category Card.
On the Category Card, you will see the Sales Tax panel with the created tax groups in it. These tax groups come from your sales tax settings in General Preferences. If you use the Simple Sales Tax, you will see Non-taxable, and Taxable in this box. If you use the Advanced Sales Tax, you will see Non-taxable and Taxable, plus any other tax groups you created.
Check the boxes of the tax groups that apply to that Category Card.
If you need to edit or create a new Tax Group, you can select the Edit Tax Groups button.
This will open the Sales Tax Setup window allowing you to edit or create new Tax Groups,the same window that is opened in General Preferences. Edit Tax rules, or add entire Tax Districts. When you have finished with this window, select OK to close it.
The check-boxes that are checked in the Sales Tax panel on the Category Card are the taxes that will be applied to all the items in that category.
Assigning Customers to a Tax District
Customers are assigned to a Tax District in the Customer Card. To find the Customer Card, go to the Navigator, Sales, Customers, and open the Customer Card.
Select the Tax and Terms tab on the Customer Card.
It is in this tab that you will do one of two things, set up a tax exempt reason, or assign the customer a Tax District.
NOTE: |
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If you are using the simple sales tax, there is no need to assign a Tax District because there is only one to choose from and the customer will automatically be assigned to that Tax District. |
Sales Tax in an Open Invoice
Once you have set up your Sales Tax preferences, assigned items to a tax group(s) and assigned taxable customers to a Tax District, you can create Open Invoices that will calculate the correct tax amount.
In order to calculate the correct sales tax, you will need to enter both the Customer and Item into the Invoice. If there is no Customer in the Customer Field, the item will be taxed in the default tax district.
When the Customer is entered, the sales tax will first be based off his shipping zip code. If the zip code is assigned to a tax district, that tax rate will be applied. If the zip code is not assigned to a tax district, the tax district assigned to the customer card will be applied.
To view the tax detail and see which tax group is being applied, click on the tax link.
The Tax Detail window will open. Click on the plus button next to the item to see the detail information.
To collapse the information, click on the minus sign next to the item. Select OK when you are finished.
Below are diagrams for Simple Sales Tax and Advanced Sales Tax.
Simple Sales Tax:
Advanced Sales Tax
Simple Sales Tax
The Simple Sales Tax option is for those who will only need to use one Tax District and no tax groups.
1
Select the Simple radio button
2
The Tax District ID will automatically fill in as you enter the rest of the required information
3
Using your state tax information, enter the rest of the fields
A. State
B. District Ref. ID
C. Authority
D. District Name
E. Non-Taxable Rate
F. Taxable Rate
4
Once the simple tax information is entered, all customers will default to that tax district, unless exempt.
Advanced Sales Tax
Advanced Sales Tax is for those who will be using multiple tax districts and tax groups.
1
Select the Advanced Radio button
2
Click on the Advanced Setup link.
3
A new window will open where you will enter tax districts, tax groups and zip codes.
Tax District
Entering a Tax District
The Advanced Sales Tax window allows you to enter multiple tax districts.
1
To create a new tax district, you will begin by entering the tax information in the District-Detail panel.
2
As you enter the district information, the Tax District ID will automatically be entered in the yellow field, and the tax information will automatically be entered in the All Tax Districts table.
3
Next you will need to load the zip codes for that tax district, select the Load Zip Codes button.
4
A search box will open letting you search by zip code, city, state, or county.
5
Once you have completed the search and found the correct information select OK.
6
All the zip codes chosen in the search will be located in the zip code box.
Creating Tax Groups
Tax Groups need to be created for each group of items that is required to be taxed or required to be reported on by the tax authority. Items may be non-taxable, but if the tax authority requires them to be reported individually on the sales report, then a new tax group must be created. For example, food would need to be divided into different tax groups such as basic food or prepared food.
1
The Item Tax Groups panel is where you will create your Tax Groups. By default, Taxable will already be created.
2
There will be one blank field located at the bottom of the field. This is where you will enter any new Tax Groups.
3
Double click in the blank field.
4
Enter the new information for the Tax Groups
A. Tax Group: Enter the name of the tax group
B. Tax Basis: When you click in this field, select to base the tax off either the Sales Price or per unit.
i. Sales Price: The tax is based off the sales price of an item
ii. Per Unit: The tax is applied to each unit purchased. The tax rate is recorded as a dollar value rather than a percentage.
C. Freight: To charge sales tax on freight, check the box. To not charge sales tax on freight, do not check the box.
D. Misc: To charge sales tax on miscellaneous transactions, check the box. To not charge sales tax on miscellaneous, do not check the box.
5
After you have entered your tax groups, they will be available to create Tax Rules.
Setting Tax Rules
The Tax Rules Table will be where you will set the rules that apply to each District. You will see the district selected in the table title. This is how you will know which tax district you are working with.
The Fields in the Table
Tax Group
The options for this field will include the Item Tax Groups you previously created.
Level (Lvl)
You will set a level for each tax group. If you enter one tax group twice, it will be level one and level two. This is important because you are able to define the tax to be charged for an item tax group in multiple settings of triggers and start prices. This will be explained here in an example.
Trigger Start
The individual item unit price for an item in which the tax definition begins to be calculated. The individual unit pricing below the trigger price will not activate tax calculation.
Trigger Stop
The individual item unit price for an item in which the tax definition stops being calculated.
Start Price
The start price is the first penny for which sales tax begins to be calculated
Stop Price
The stop price is the last penny for which the tax definition is calculated.
Tax Rate
This is the percentage rate that the item is taxed. This number is entered as a whole number even though it is a percentage.
NOTE: |
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If the tax basis is per unit, the tax rate will be in dollar value rather than a percentage. |
Tax Basis
This information is entered automatically from the information that you entered for the item tax group.
Tax Included
If the unit sales price includes sales tax, POSIM will determine the amount of tax included in unit sales price and separate the tax from the sales price before recording the sale. For example: In Australia, all prices listed include tax.
Add Before Calculating
The selected tax will be collected on the item and the tax will be added to the sales price before the tax group calculation will be applied. When you click in the field, a drop menu will appear with all the tax groups listed available.
You will need to go through each Tax District you have created and enter the tax rules for that district. When you are finished, select OK and the information will be saved.
Tax Exemptions
Tax Exemptions are listed according to state and can be found on the form used for Sales and Use Tax Return.
These exemptions refer to anytime a customer has a reason for non-taxing.
NOTE: |
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Non-Taxable tax group refers to the actual item, whereas exemption refers to the customer. |
1
Double click in the name field
2
Type the name of the tax-exempt reason.
3
Double click in the Description field
4
Type a description for the tax-exempt reason.
5
A new line will appear allowing you to enter more tax-exemption reasons.
6
The tax-exemption reasons entered here will appear on the Customer Card.
Serial Numbers
The Serial Numbers tab allows you to set requirements for using Serial Numbers in the system.
Require Valid Serial Number on Outgoing Items
When this check-box is checked, anytime a serialized item is sold or transferred out, you will be required to enter the serial number.
Copy Serial Number Comment to Invoice
When this check-box is checked, the serial number comment that is on the Serial Number Card will be shown on the invoice for the customer to see.
Ask Serial Number at Item Entry
When this check-box is checked, anytime a serialized number is entered into an Open Invoice. As soon as the item appears in the invoice, a window will open asking for the serial number.
Service and Repair
The Service and Repair tab allows you to customize some settings related to SROs.
Figure 2-82Screen Shot 2015-11-25 at 2.19.30 PM
- Default Promise
Set how many days into the future to automatically set the promise date.
- Default Trans
Set the default Invoice transaction when adding items to an Open SRO.
- Default Division
Set the default Invoice Division for SROs.
- Misc1 Name
Set a custom name for the Misc1 field.
- Misc2 Name
Set a custom name for the Misc2 field.
- Status
Set your own custom statuses as well as the default status.
- Required Fields
Set which fields are required to be filled out by a clerk on an Open or Working SRO.
- SRO Footer
Set a custom footer message that will print on an SRO Invoice or Receipt document.
Timeclock
The Timeclock tab is where you will set up your benefit hours and set the first day of the week.
Entering Benefit Hour Types
If an employee misses work, they will enter the reason for doing so in Time and Attendance. The Benefit table is where you will enter the different Benefit Hour types that the employees can choose from for why they have missing entries. These may include vacation or sick hours.
1
Double click in the first field
2
Type the benefit hour type and select the Enter key.
3
Continue adding benefit hour types this way. These benefit hour types will appear in the "More" screen in Time and Attendance.
Assigning the First Day of the Week
Use the down arrow to select a day of the week that you want to set as the first day of the work week. This will determine how overtime is calculated for your employees.
Logging Out Warning
You may want to know when an employee is clocking out after a specific amount of hours worked. This can help in cases where an employee forgot to clock out, and continues working the next day without realizing the mistake. If you want a warning when a certain amount of hours has passed without clocking out, select this check-box and set an amount of hours.
Departments Included in TimeClock
This preference will allow you pick and choose which employee departments will show up in the timeclock status window. The departments must first be setup on the employee cards.
Transaction Numbering
The Transaction Numbering tab allows you to set up prefixes and ID numbers for each document per computer. You have the option for each workstation to have unique numbering systems, or you can assign one numbering system for all the workstations for each document.
Assigning Individual Transaction IDs per Workstation
This section explains how to give each workstation and document a unique transaction ID.
1
Listed in the window will be the workstations that have been created.
2
To assign a numbering sequence, first select the document by selecting the down arrow in the Card field.
All the different documents that require an ID will be located in this menu.
3
Click in the white fields, Prefix and Next ID, and enter the correct information
A. Prefix: The default for this field will be the Short Name, but this can be changed. The prefix entered here will always be what appears before the numbers on a transaction ID. When this field is left blank, there will be no prefix, just the number in the Next ID field. This field holds up to 10 alphanumeric characters.
B. Next ID: The number in this field will be the next created ID. This number will change anytime a new document is created. This field holds up to six numbers.
4
Select the Enter key when you have finished editing the Prefix and Next ID fields and the information will be saved.
5
For this example, the next Closed Invoice created will now have the PO Number of CPOS2000001.
6
After the PO Number has been used, the Next ID will be different in the Transaction Numbering table.
7
When you have finished with one type of document, select a different document from the Card field.
8
You’ll notice the prefix and numbers change when a new document type is chosen.
Assigning One Transaction ID for All Workstations
When you need one document type to have the same transaction numbering sequence regardless of which workstation it was created on, you can assign the uniform sequence in the Transaction Numbering Tab.
1
To assign a numbering sequence, first select the document by selecting the down arrow in the Card field.
All the different documents that require an ID will be located in this menu.
2
Select the Apply Defaults to All Workstations check-box.
3
All the workstations will be grayed out
4
Enter the Prefix and Next ID you want assigned for that document type for all the workstations.
A. Prefix: The prefix entered here will always be what appears before the numbers on a transaction ID. When this field is left blank, there will be no prefix, just the number in the Next ID field. This field holds up to 10 alphanumeric characters.
B. Next ID: The number in this field will be the next created ID. This number will change anytime a new document is created. This field holds up to six numbers.
5
For this example, the next Open Invoice created on any workstation is going to have the Invoice ID INV00001.
Transfer Options
The Transfer Options tab allow you to set requirements for creating Transfers.
1. Require Shipped By: Checking this box will require a name to be in the Shipped By field when creating a transfer.
2. Require Received By: Checking this box will require a name to be in the Received by field when creating a transfer.
Workstations
The Workstations tab allows you to name the different computers using POSIM.
Adding a Workstation
When you open the Workstation tab, there will always be one computer listed. This computer is the one you created when logging in to the system for the first time, and the one you are currently using.
1
You will notice that at the bottom of the screen there is information that reflects how many seats are being used and how many your database is authorized for. You can also set the Inactive Grace Minutes. This will allow you to kick seats off of POSIM if they are over the grace minutes. Lets say for example you have three computers, but only purchased two seats of POSIM. This means that two computers can be accessing POSIM at the same time. If the third computer attempts to connect to POSIM while the other two are connected it will show a message that all the seats are in use. If those two seats are being activity used this third machine will not be able to access POSIM, but if one of the seats has been inactive for more than the grace time the third machine can kick that seat off POSIM and being working.
2
To add a new workstation, place your cursor in the Computer Name field and type the name.
3
You will notice that the Short Name automatically fills in what it thinks the abbreviation for the workstation should be. You can leave it or edit it by placing your cursor in the field and typing a new short name. The short name will play a role in transaction numbering.
4
When the computer name and the short name are correct, select the Add button.
5
The new workstation will be added to the list.
6
You will notice that the status is Available and that the numbers at the bottom of the screen adjusted when the workstation was added.
7
You can add as many workstations here as you have Seats Available.
Releasing a Workstation
If you need to release a workstation to make it available, you can do that from the Workstations tab. There may be situations where a person is logged in to a workstation and someone else needs access to it. You can go into the Workstations tab and release it.
1
Highlight the station that needs to be available but is in use.
2
Select the Release button.
3
The status for that workstation will change to Available.
Editing a Workstation
1
Highlight the workstation that you need to edit by click on it.
NOTE: |
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It does not matter if the work station is available or in use while editing. |
2
Double click in the field that needs to be edited whether it is the workstation name or the short name.
3
The cursor will appear in the field and allows you to delete and edit the names in these fields.
4
Enter the correct information and select the Enter key. The new name will be saved.
Deleting a Workstation
1
Highlight the workstation you need to delete.
2
Select the Delete key.
3
A window will open asking if you really want to delete the workstation.
4
The workstation will no longer be listed in the table.