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1994-06-21
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THE RETAIL SOLUTION 2.4
Program Highlights
GENERAL HIGHLIGHTS
* Point-of-Sales, Retail Inventory, Accounts
Receivable & Customer Tracking integrated
into one easy-to-use package.
* User friendly with on-screen help.
* Menu-level security.
* Support of optional cash drawers, scanners,
pole display, receipt and invoice printers.
* Global inventory update with automatic
posting to general ledger accounts.
* All reports may be printed to the printer,
screen or file.
* Network option. Supports up to ten stations.
* Multi-site option. Know what location has
what at a touch of a button.
POINT-OF-SALES
* Super fast inventory retrieval.
Search by: (Stock number, description, key
words or bar code.)
* Bad check tracking.
* Screen saver.
* Automatic register readings.
* Create a new A/R customer.
* A/R payments may be received.
* Option to view A/R information.
* Reprint or void past tickets.
* Automatic or optional add-on sales.
(core charges, installation charges, deposits, etc.)
* Add-on sale recommendations. (batteries, tapes, etc.)
* Offers out-of-stock item substitution suggestion.
* Computes and tracks employee commissions
using percent of sale or margin.
* Pop-up repair window for complete repair detail.
* Macro support for fast multi-line
transactions or comments.
RETAIL INVENTORY
* Eight-level pricing with optional sale prices.
* Unlimited vendors per inventory item.
* Quick duplication of last item entered.
* Tracks both average and last cost.
* Tracks item's physical location.
* 5 user-definable fields of information can be
stored for each inventory item.
* Optional support of three decimal places.
Program Highlights Continued
ACCOUNTS RECEIVABLE
* Support of in-house credit card terms.
* Support of deferred invoice charges.
Example: "90 days same as cash."
* Optional interest charges during deferred period.
Example: "No payments and only 2.9%"
* User-definable statements.
CUSTOMER TRACKING
* Keeps track of customer layaways and payments.
* Keeps track of customer repairs and payments.
* Keeps track of optional discount levels.
* Keeps track of past tickets for review or re-print.
* Keeps track of the last 100 purchases made by each
customer. (item, quantity, price, date,
serial number & warranty.)
* 10 user-definable fields of information can
be stored for each customer. Each field can
be defined as: Text, Date, Number or Money.
REPORTS & GRAPHS
* Print barcodes.
* Sales by department.
* Sales by vendor.
* Sales by employee.
* Inventory sales by quarter.
* Pie graph of employee sales month-to-date.
* Bar graph of employee sales year-to-date.
* Inventory needed.
* Physical inventory count.
* Inventory movement.
* Overstock analysis.
* Inventory value.
* Inventory list.
* Graphically view customer traffic patterns in
your store.
* User definable statements, invoices, quotes
and purchase orders.
* Batch printing of invoices and receipts.
* Customer list with six range specifications.
* Mailing labels with six range specifications.
* Commission Report.
* Employee list.
* Vendor list.
* User chooses which of the six daily reports
are printed.
* Complete repair report.
Installing or upgrading "The Retail Solution".
Place disk 1 in drive "A" or "B". If using drive "A" type
"A:INSTALL" and press ENTER. If using drive "B" type "B:INSTALL"
and press ENTER.
A:INSTALL or B:INSTALL
The first question refers to the type of monitor you are using.
If using a color monitor, enter Y for yes.
The next question asks where "The Retail Solution" will be
located. In simple terms, think of your computer's hard drive as
a big house with a lot of different rooms. The installation
program needs to know what room to place "The Retail Solution".
If you are unsure, just press ENTER.
Place each disk in the drive as asked.
NOTE: Because "The Retail Solution" has network support, the
MS-DOS SHARE command must be loaded in memory. See your MS-DOS
manual for more information.
Starting "The Retail Solution".
Type START and press ENTER.
Using "The Retail Solution".
You are about to use one of the easiest programs you have every
used but you find yourself in the wrong place, use the (Esc) key
to go back one step. In most places the "?" (Question mark) key
will also display on-screen help. The key to success with any
program is to read the screen before you panic.
Login to "The Retail Solution".
Your first step is to login with your unique password. available
program options and menu access may be individually set up for
each employee. You can authorize an employee to change an item's
price, void a ticket, give a discount, allow no sales tax, start
a layaway, etc.
Login with a password of "DEMO".
The demo company
Our demo company is a toy store that has been in business for
over ten years. The Toy Store currently has two locations with
one cash register. By the end of this year they will be adding a
third location with up to registers. They have been using "The
Retail Solution" for the last two months. In that time they have
entered inventory, vendors, employees and customers. (Their
customer codes are the last four digits of each customer's phone
number.) In the next month or so they will be using "The Retail
Solution" to help them produce their first direct mailing. They
will also be setting up some of there key customers on charge
accounts.
Start of day.
The first order of business is to count your cash drawer and to
set the starting cash amount. In "The Retail Solution" this
process is called "opening a drawer". Five different cash
drawers may be used throughout the day. We will be using drawer
1 with a starting cash balance of $100.00.
From the "Main Menu", press ENTER to select "SALES".
Use your DOWN cursor key to highlight "OPEN DRAWER".
Press ENTER to select.
Press ENTER to select drawer 1.
Type 100 and press ENTER.
Press ENTER for correct amount.
Press ENTER to select "MAKE SALES!".
Press ENTER to select "Using Drawer 1".
Today date appears on your optional pole display.
You are now at the heart of "The Retail Solution". From here you
could start a layaway, make payments on a layaway, put items on
sale, check inventory status, receive an order, view a customer's
past purchases, prepare a price quote, recall a ticket on hold,
make a sale, reprint a ticket and more. In simple terms, most of
the information that has been entered can now be put to work.
Use the on-screen help to view each option.
Press "?" key. (Question mark)
Press [F1] - [F7] to view each option.
Press ENTER to exit help.
Your first customer.
"Good morning sir, may I get the last four digits of your phone
number?".
Type "1234" and press ENTER.
"Are you Mr. Clark or Mr. Smith?".
Press ENTER to select "Timothy Clark".
Verify that you have the correct customer.
Press [F1] for correct customer.
Again use the on-screen help to view each option.
Press "?" key. (Question mark)
Press [F1] - [F10] to view each option.
Press ENTER to exit help.
Your first item is a "Wedding Fantasy Barbie". You can't seem to
locate the item number. Your first option is to search by any
part of the item description. For example: "WEDDING FANTASY" or
"BARBIE". For this demo we are going to search by what the item
is, a doll.
Press ENTER for "Description Search".
Press ENTER for "Other Lookup".
Type "DOLL" and press ENTER.
All dolls currently on file will be sorted by description and
placed in a window for you to select. Use the DOWN cursor key to
highlight "WEDDING FANTASY BARBIE". Press ENTER to select this
item.
The item description and the current price appear on your
optional pole display for each of the following items.
Because you are using the fast mode, "The Retail Solution"
automatically entered a quantity of one and gave the current
retail price for this item. The next three items have their item
numbers on them.
Type "2" and press ENTER.
Type "4" and press ENTER.
An "s" is placed in front of the item's price to show this item
is on sale.
Type "3" and press ENTER.
If we were using an optional bar code scanner, we could just scan
each item.
Item 3 was on sale last week. The manager told Mr. Clark he
could still have the old sale price of $17.99.
Press the UP cursor key to highlight item number 3.
Press ENTER.
Type "17.99" and press ENTER.
Press ENTER for quantity one.
An "o" is placed in front of the items price to show this is an
override.
The next item, item number 4, is currently on sale.
Type "4" and press ENTER.
The next item is item number 9.
Type "9" and press ENTER.
"The Retail Solution" reminds you to ask Mr. Clark if he needs
any AA batteries for this item. He does, one for this item and
five more for other things. Six of item number 25 are added to
the sale. (Note that at this quantity, the price will
automatically be reduce by 17 cents each.)
Press [F3] for "Input:NORMAL".
Type "25" and press ENTER.
Type "6" and press ENTER. (Note the price change.)
Press [F3] for "Input:FAST".
Mr. Clark would also like to purchase a Girls 12" Modern Rainbow
bike he saw in your catalog: Item number 15 retailing for
$54.99.
Type "15" and press ENTER.
"The Retail Solution" is quick to inform you that this item is
currently out of stock. Before telling Mr. Clark, you check the
status of the item to see if any are on order. You find that
this item is on order, but it will not be arriving for some time.
You then ask "The Retail Solution" for a substitute item. Item
number 18 is given. You first verify that the item is in stock.
After you explain the difference between the two items, Mr. Clark
agrees to purchase the substituted item and pay a $25.00 assembly
charge.
Press [F2] for stock status.
Press ENTER to exit stock status.
Press [F3] for substitute item.
Press ENTER to exit substitute item.
Press (Esc).
Type "18" and press [F2] for stock status. Press ENTER to exit
stock status.
Press ENTER to select item 18.
Type "12345" for the serial number and press ENTER.
Press "Y" for "ASSEMBLED CHARGE".
Mr. Clark remembers one more gift he need to pick up. You place
his current ticket on hold. If another person was in line, you
could ring up their sale while waiting for Mr. Clark to return.
When a ticket is on hold, the items on the ticket are not
deducted from inventory but are flagged as committed. This
feature helps prevent the items on hold from being sold out.
Press [F7] to place this ticket on hold.
Press "Y" for yes.
Make a note of the ticket number and press ENTER.
Mr. Clark returns and hands you the last item: Item number 5.
Press [F7] to recall ticket.
Press ENTER if it was the last ticket or type the
number you made a note of and press ENTER.
Press "Y" to un-hold ticket.
Type "5" and press ENTER.
Mr. Clark then wants a subtotal. After you tell him the total
price, he asks you to take out the Barbie Doll.
Press [F5] for subtotal.
Press ENTER to exit subtotal.
Use your UP cursor key to highlight item number 1.
Press the (Del) key. (Delete key)
Press "Y" for yes.
Mr. Clark wishes to write a check for $25, put $75 on Visa and
pay the balance with cash. You have been given the option of
entering a ticket discount, but as your commission is based on
the percent of margin, no discount is given for this sale.
Total the sale.
Press [F1] to total the sale.
The total amount due appears on your optional pole display.
Press ENTER for no discount.
Press "2" for check.
Type "25" and press ENTER.
Type "675567" and press ENTER for the check guarantee no.
Type "12345" for the Driver's Lic. No.
At this time "The Retail Solution" informs you Mr. Clark has a
bad check on file. Mr. Clark and the store manager take care of
the problem. No transaction is needed at this time, but the
manager does need to remove the check from the bad check list.
If the check amount was a lot higher than the average amount for
this customer, "The Retail Solution" would also point that out.
Press ENTER to clear the bad check message. Press "3"
for Visa.
Type "75" and press ENTER.
Type "0000-000-000-000" and press ENTER for the card number.
Type "7/95" and press ENTER for exp. date.
Press ENTER to clear the next message.
Type "1" for cash.
The amount of change appears on your optional pole display.
Press ENTER for balance amount.
Press [F1] to print receipt.
Your optional cash drawer opens at this point. Press ENTER to
return to POS screen.
Today date reappears on your optional pole display.
Past purchases.
John Smith is on the phone and would like to know if the BMX bike
he bought is still in warranty.
Press ENTER for name search.
Type "SMITH" and press ENTER.
Use the DOWN cursor key to highlight "TOM SMITH" and press
ENTER.
Press [F3] for zoom.
Press [F1] to view purchase.
Press ENTER to highlight "Boy 20 Challenger BMX".
Press ENTER to select.
Note that "The Retail Solution" has computed the months or days
the warranty is still in affect.
Press (Esc) two times to exit.
Stock status at another location.
A customer wishes to know another one of your locations that has
an item you are temporary out of stock. The item is a Boys 12"
TRAC Climber BMX. You are not sure of the stock number.
Press [F2] for Stock Status.
Press ENTER for description lookup.
Type BMX and press ENTER.
Select Boys 12" TRAC Climber BMX and press ENTER.
Press [F2] for other locations.
Select Mall 205 and press ENTER.
Press ENTER to exit stock status.
On your own sales.
Try some of these sales examples.
Make a sale and place it on account. Hint: Use customer code
6668.
Make a payment on account.
A layaway. Use one of the customers you have seen. Good demo
inventory items are 1 - 18. Hint: Use the [F9] to total the
sale.
Make a payment only to the above layaway. Hint: Just recall the
customer again.
Make a repair sale. Hint: Use inventory item 1234.
Pay off the above layaway. Hint: Use [F1] to total.
Make a sale with a returned item.
Make a price quote.
Print an invoice with no sales tax.
Reprint a ticket you have already printed. Hint: [F7] and ticket
number.
Void a ticket you have already printed. Hint: [F7] and ticket
number.
Press [F8] to return to the "Sales Menu".
End of day.
The first step in ending each business day is to close out each
cash drawer. Each payment type is counted and entered into "The
Retail Solution". (if using more than one, drawers may be closed
any time during the day.) The next step is to run the
"End-of-Day" reports. These reports are printed in a batch
process, one after the other. The first report is the type of
payment made by each ticket. The next report is each sale by
ticket. This report includes each item sold and depending on the
type of item, a serial number or repair ticket number is printed.
Credit card and check validation numbers are also included.
Report by each cash drawer is next. Starting and ending amounts
for each payment type, balance over/short with reason and the
employee who opened and closed the drawer are all printed on this
report. The last report is the employee sales and commission.
Gross profit and commission is computed for each item sold and
totaled by employee. Employee commission is computed by percent
of margin, percent of retail or no commission.
Information from all customer sales, returns and layaways is
posted to the following files: General Ledger Account, Employee
Sales, Customer and Inventory Movement. Press [Esc] to return to
the "Main Menu".
Graphs.
Traffic Patterns is a graphical view of where customers are
buying things in your store. The main goal of this graph is for
you to be in control of customer traffic patterns by the
placement of your high volume products.
From the "Main Menu" use the DOWN cursor key to highlight "SALES"
and press ENTER.
Use the DOWN cursor key to highlight "REPORTS" and press ENTER.
Use the DOWN cursor key to highlight "TRAFFIC PATTERNS" and press
ENTER.
Press (Esc) to return to the main menu.
Employee Sales Graph is a three dimensional pie graph of all
employees' sales month-to-date and a bar graph of each employee's
sales year-to-date.
The bar graph.
Use the DOWN cursor key to highlight "SALES" and press
ENTER.
Use the DOWN cursor key to highlight "REPORTS" and
press ENTER.
Use the DOWN cursor key to highlight "SALES BY
EMPLOYEE" and press ENTER.
Use the DOWN cursor key to highlight "GRAPH" and press
ENTER.
Press ENTER to select "ONE EMPLOYEE". Press [F3] to
return to main menu.
The pie graph.
Use the DOWN cursor key to highlight "SALES BY
EMPLOYEE" and press ENTER.
Use the DOWN cursor key to highlight "GRAPH" and press
ENTER.
Press ENTER to select "ALL EMPLOYEES".
Press (Esc) to return to main menu.
Press (Esc) two times.
Take a look around. View the reports, add inventory, create and
receive an order etc.
To reset data files and start fresh enter the command, "STARTNEW"
in The Retail Solution's sub-directory.
Partial Report List
* GL ACCOUNTS
* SALES BY DEPARTMENT
* SALES BY VENDOR
* SALES BY EMPLOYEE
* AUTO-READINGS
* INVENTORY NEEDED
* PHYSICAL COUNT
* INVENTORY MOVEMENT
* OVERSTOCK ANALYSIS
* INVENTORY VALUE
* INVENTORY LIST
* CUSTOMER LIST
* MAILING LABELS
* EMPLOYEE LIST
* COMMISSION REPORT
* VENDOR LIST
* BATCH SALES TICKETS
* ACCOUNTS RECEIVABLE
* INVENTORY SALES BY QUARTER
* REPAIRS
