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TRAXX
POINT OF SALE
SYSTEM DESCRIPTION
AND
OPERATING PROCEDURES
Version 2.00
Copyright (c) 1993 by:
F$OFT
14015 NE 87th Street
Redmond, WA 98052-1952
(206) 881-1968
Page 1
TABLE OF CONTENTS
TRAXX POS System Files......................................Page 3
TRAXX POS Overview..........................................Page 4
Disclaimer of Warranty......................................Page 5
Where Do I Start?...........................................Page 6
Implementation Considerations...............................Page 7
Sample Vendor Form..........................................Page 8
Inventory File Considerations...............................Page 9
Point of Sale Selection Menu................................Page 10
Initialize or Extend Records in Database....................Page 11
Create Records in the Parameter File........................Page 12
Create/Add Records in the Vendor File.......................Page 14
Create/Add Records in the Inventory File....................Page 16
Create/Add Records in the Staff File........................Page 19
Update Existing Information.................................Page 20
Change Parameter Information................................Page 21
Change Vendor Information...................................Page 23
Change Inventory Information................................Page 25
Change Staff Information....................................Page 28
Ending the Update Procedures................................Page 29
Start Transaction Program...................................Page 30
Point of Sale Transaction Screen Description................Page 31
Printing Reports............................................Page 36
Utility Functions...........................................Page 38
Inventory Order Posting.....................................Page 38
Print Selected Inventory Labels.............................Page 40
Year End File Maintenance...................................Page 41
Consignment Sales Reporting.................................Page 42
Sample Vendor Report........................................Page 45
Sample Inventory Report.....................................Page 46
Sample Reorder Report.......................................Page 47
Sample Sales Report.........................................Page 48
Sample Staff Report.........................................Page 49
Sample Reconciliation Report................................Page 50
Inventory Analysis Reports..................................Page 51
Consignment Sales Report....................................Page 53
Data File Backup Procedures.................................Page 54
Page 2
TRAXX POS System Files
POSMENU.EXE - This program displays the system options for selection
of tasks. This is the only program that must be
executed in your daily operations.
PSA.EXE - Point of Sale Add program, called by the MENU option
"Initialize or Extend Records in Database".
PSU.EXE - Point of Sale Update program, called by the MENU option
"Update Existing Information".
PST.EXE - Point of Sale Transaction program, called by the MENU
option "Start Transaction Program".
PSP.EXE - Point of Sale Print program, called by the MENU option
"Print Reports".
PSL.EXE - Point of Sale Utility Program, called by the MENU option
"Utility Functions".
PSC.EXE - Point of Sale Consignment Program, called by the MENU
option "Consignment Sales Reporting".
ICTRL.DAT - Inventory Control File, must be present to activate the
system. Do not alter this file, it is updated and
maintained by the system programs.
VCTRL.DAT - Vendor Control File, must be present to activate the
system. Do not alter this file, it is updated and
maintained by the system programs.
TRAXX.MAN - System description and Operating manual for the TRAXX
Point of Sale system.
ORDER.DOC - Contains information relative to Product Registration,
Hardware Requirements, Technical Support, and Site
License.
README.DOC - Describes the procedures to load and initially start
the TRAXX Point of Sale system.
PSBACK2A.BAT - Batch file for performing system file backups to
Drive A.
PSBACK2B.BAT - Batch file for performing system file backups to
Drive B.
Page 3
TRAXX POS Overview
The TRAXX Point of Sale software was designed as a fully functional, no
nonsense package that will assist retail businesses in achieving higher
customer satisfaction while controlling cost of inventory.
What is TRAXX POS?
A Point of Sale software package that has been developed by F$OFT
(pronounced FI-SOFT) of Redmond, WA. This product was developed through
the cooperation of Retail and Wholesale business people and F$OFT
personnel with the common goal of a high quality software system at an
affordable price.
PRODUCT FEATURES
* No special training required to install or operate.
* Complete documentation provided to guide you from installation to
product use.
* Menu guided.
* Variable data maintained in a Parameter File.
* Receipt headings may be pre-printed or designed to print at the
Point of Sale.
* Allows Tax Exempt transactions.
* Updates Inventory with each sale.
* Records Sales and Sales Tax by date ranges as defined in the
Parameter File.
* Updates Inventory and Sales information for Return of goods.
* Requires minimal input to produce final sales receipt.
* Multiple methods of Inventory pricing:
a) Retail Price is attached to each Inventory item.
b) Percentage of Reduction, by item, allowed at time of sale.
c) Special Price, by item, if your business allows for
negotiated prices.
* 16 Digit Inventory Numbers
* Reprinting of a Sales Receipt is supported.
* Sales Receipts are printed on 9 inch by 5.5 inch perforated stock
available from most Office Supply outlets.
* Full Screen erasures allowed.
* Daily cash drawer reconciliation.
* Order Posting and Price Label printing.
* Produces Consignment Sales Reports and Prints Checks for Suppliers.
* Formatted reports provided:
Vendor Report
Inventory Report
Reorder Report
Sales Report
Staff Report
Reconciliation Report
Inventory Analysis Reports
Consignment Sales Reports
* Provides features and functions of products costing much more.
* Increased customer satisfaction through faster service and better
inventory control.
Page 4
DISCLAIMER OF WARRANTY
Users of TRAXX POS must accept this disclaimer of warranty:
TRAXX POS is supplied as is. The author disclaims all
warranties, expressed or implied, including, without limitation,
the warranties of mechantablility and of fitness for any purpose.
The author assumes no liability for damages, direct or
consequential, which may result from the use of TRAXX POS.
TRAXX POS is a "shareware program" and is provided at no charge
to the user for evaluation. Feel free to share it with your
friends, but please do not give it away altered or as part of
another system. The essence of "user-supported" software is to
provide personal computer users with quality software without
high prices, and yet to provide incentive for programmers to
continue to develop new products. If you find this program
useful and find that you are using TRAXX POS and continue to use
TRAXX POS after a reasonable trial period, you must make a
registration payment of $95.00 to F$OFT. The $95.00
registration fee will license one copy for use on any one
computer at any one time. You must treat this software just like
a book. An example is that this software may be used by any
number of people and may be freely moved from one computer
location to another, so long as there is no possibility of it
being used at one location while it's being used at another.
Just as a book cannot be read by two different persons at the
same time.
Commercial users of TRAXX POS must register and pay for their
copies of TRAXX POS within 30 days of first use or their license
is withdrawn.
Anyone distributing TRAXX POS for any king of renumeration must
first contact F$OFT at the address below for authorization.
This authorization will be automatically granted to distributors
recognized by the (ASP) as adhering to its guidelines for
shareware distributors, and such distributors may begin offering
TRAXX POS immediately, however F$OFT must still be advised so
that the distributor can be kept up-to-date with the latest
version of TRAXX POS.
You are encouraged to pass a copy of TRAXX POS along to your
friends for evaluation. Please encourage them to register their
copy if they find that they can use it. All registered users
will receive a copy of the latest version of the TRAXX POS
system.
All correspondence should be addressed to:
F$OFT
14015 NE 87th Street
Redmond, WA 98052-1952
Page 5
WHERE DO I START?
WHERE DO I START?
1. Set a realistic date that will be your goal for implementing the TRAXX POS
system in your business. The most desirable periods are: the beginning of
a business tax period or the beginning of your business year, the opening
of a new business, etc. Use caution if you decide to use the TRAXX POS
system for sales while you are still entering information. This can cause
your records for gross sales and collected tax and other system collected
data to be inaccurate. We recommend that you not use your TRAXX POS
system until all preparations have been completed.
2. Decide on the type of receipts you will use in your daily sales.
If you want to have preprinted forms, you should order them from your
printer right away so they will be ready when you are prepared to use them.
The TRAXX POS system is designed to use a form size of 9 inches wide by 5
inches from top to bottom. Your business heading or logo should be
printed within a boundary of 1 inch from the top of your form. This will
allow sufficient room for the maximum entries of items per page when
printing a receipt.
The use of pin feed or tractor feed paper is recommended. This reduces
the possibility of paper slippage and binding while printing. Most
printers will have this size perforated paper in stock. If your decision
is to print your own heading as designed in the Parameter file, you will
simply need to purchase the stock form from your local Office Supply
dealer.
3. Start the TRAXX POS system and enter the required information in the
Parameter file. (Refer to Page 10 for Start Up Procedure)
4. Collect the information required for the completion of your suppliers.
5. Assign a vendor code to each supplier.
6. Enter the vendor information using the TRAXX POS system.
7. Inventory a small section of your store, completing the information
form described as an Inventory Worksheet.
8. Assign inventory numbers to each of the items on your worksheet.
9. Enter the inventory information using the TRAXX POS system.
10. You are now ready to take advantage of the TRAXX POINT OF SALE Software
from F$OFT.
Page 6
IMPLEMENTATION CONSIDERATIONS
Before you begin to enter the Vendor and Inventory information into the TRAXX
POS system, thought should be given to how you wish to arrange your data.
VENDOR FILE CONSIDERATIONS:
VENDOR NUMBER
The original design and intent of the TRAXX POS system stresses
simplicity of use. The easiest and least confusing way to utilize
the vendor numbers is to assign 00000001 to the first supplier in
your filing system or telephone card file, 00000002 to the next and
so forth. There is no right or wrong way to develop this number,
simply use it in a way that makes sense to you. The only requirement
for the TRAXX POS system is - THE VENDOR NUMBER MUST BE NUMERIC.
If you are dealing with a large number of vendors representing a
variety of different types of products, you may wish to design your
vendor number in a fashion such as shown below:
00000000
| |__ A five character Vendor ID
|____ A three character Product Type
Example:
This style of vendor number will allow you to assign values of 001
to 999 as a Product Type and values 00001 to 00099 to each vendor
within the individual product types. With this technique you could
have as many as 99999 different suppliers for Product Type 001 which
could be TOYS and 99999 different suppliers for Product Type 02 which
could be Garden Supplies. Dividing the vendor number in this fashion
would allow you to visually identify the types of products being
reordered by the TRAXX POS system simply by viewing the vendor number.
NAME
The name used in the vendor file has the most importance and
relevance to you, not the TRAXX POS system. We recommend the use of
the name of the company you order from if you are calling in your
orders or sending in an order form. If you are dealing with a local
representative, then use the name of that person. The address and
telephone numbers should have a direct relation to the name you
enter, keep it simple.
It might be helpful if you were to use the sample vendor form on the
next page to assist in the formation of your thoughts prior to making
your final decision as to how you want to record your vendor
information.
Page 7
SAMPLE VENDOR FORM
No. Name Address City St ZIP Phone
_______________________________________________________________________________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
____|____________________|______________________________|___|________|_________
The media or formality of this form is not as important as the thought
given to the method. This worksheet can be created on a pad of lined paper
as well as on a computer generated format.
Page 8
INVENTORY FILE CONSIDERATIONS
The ITEM NUMBER is divided into three (3) components, Category (CAT), Group
(GRP) and Element. Possible suggestions for the use of these divisions are:
Category may be Garden Supplies, Group may be Fertilizer and Element may be
Week-n-Feed whereas CAT = 0120, GRP = 0010 and Element = 00002340. The entire
ITEM NUMBER would then be 0120001000002340. The inventory file can be
extremely simple by design. You can simply start your numbering
sequence at 1 and increment by 1 until you have all of your stock identified
if you don't have a need to utilize the Category or Group sub numbering system.
In some cases it will be possible to use the stock number of the supplier,
provided it doesn't conflict with your intended numbering scheme.
Since the Inventory Number consists of three (3) sub values, at least one of
the sub values must be greater than zero (0) to be valid. Samples:
CAT GRP ELEMENT
0000 0000 00000001 = Valid
0000 0001 00000001 = Valid
0001 0000 00000000 = Valid
0000 0000 00000000 = Invalid
A worksheet similar to the Sample Vendor Form might prove to be helpful
during the tagging process. Your will need to create a technique for
labeling each item with the number being recorded in the TRAXX POS system.
This technique might be small tags or gummed backed stickers on which you
will print the ID number. The worksheet will allow you inventory a section
of your store and record several items on a sheet of paper. The entering of
this information into the TRAXX POS system can then be accomplished at a
later date and with a reasonably large volume of data.
The elements involved in the creation of an Inventory Worksheet are:
Inventory Number - 16 numeric characters
Vendor Code - 8 numeric characters
Stock Limit - 4 numeric characters
Qty On Hand - 4 numeric characters
Minimum Limit - 4 numeric characters
Unit Cost - 7 numeric characters (dollars & cents)
Retail Price - 7 numeric characters (dollars & cents)
Description - 16 characters, numeric and/or alpha
Sold to Date - No entry required
Sold this Year - No entry required
Unit of Measure - 1 numeric value
1 = Each, 2 = Pair, 3 = Set
Type Code - No entry required
Consignment Item - 1 character, Y or N
Page 9
POINT OF SALE SELECTION MENU
The TRAXX System is activated by changing to the \PS directory and typing
POSMENU as illustrated below:
1. CD \PS <ENTER>
2. POSMENU
This introductory screen is the focal point of all operations of the Point
of Sale System. Each selection is accomplished by pressing the letter
highlighted in YELLOW, enclosed in parentheses or position the lighted cursor
over the desired selection and press [ENTER].
The five options shown are:
(I)nitialize or Extend Records in Database
(U)pdate Existing Information
(S)tart Transaction Program
(P)rint Reports
U(t)ility Functions
(C)onsignment Sales Reporting
(E)xit
The following paragraphs of this document will assist you in the
understanding and the successful operation of this software. Please take
the time to read the documentation thoroughly before attempting to
initialize the database.
Page 10
INITIALIZE OR EXTEND RECORDS IN DATABASE
This selection performs six primary functions -
1. Create the Parameter File.
2. Add a record to the Vendor File.
3. Add a record to the Inventory File.
4. Add a record to the Staff File.
5. Initialize Inventory Analysis File
6. End the Program
Page 11
CREATE RECORDS IN THE PARAMETER FILE
Assumptions:
You want to initialize the entries for the Parameter File.
Action:
1. The CREATION/APPEND MENU Screen will be displayed.
2. Enter the letter P in the selection box.
3. The Parameter Screen will display.
Field Definitions for Parameter File Screen 1:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Parameter
File records, type the letter R in the box and press the [ENTER] key.
Sales Tax [.000]
Enter the amount of Sales Tax to be charged at time of sale. 6%
would be entered as .060, 8.2% is entered as .082.
Print Copies of Receipts [ ]
This option allows you to select the number of copies you wish to
print of each sales receipt. The default value is 1. If you are
using multiple part forms, the default value is probably adequate.
Should you select a single part form but have a need to print multiple
copies of each receipt, select a value in the range of 1 to 9.
1st Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the first tax reporting
period for your business.
2nd Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the second tax reporting
period for your business.
3rd Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the third tax reporting
period for your business.
4th Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the fourth tax reporting
period for your business.
Page 12
ENTER DATA [N]
Default setting = N.
To store the data entered on the screen and continue to the next
screen, place the letter E in the box. Any other entry will not
allow the data to be stored.
Field Definitions for Parameter File Screen 2:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Parameter File
records, type the letter R in the box and press the [ENTER] key.
Custom Forms:
The Transaction program in the TRAXX POS System is designed to use a
receipt with a form size of 9 inches wide and 5.5 inches from top to
bottom. If you have selected a customized form with your business
name and information pre-printed at the top, do not enter any
information on this screen. Use the TAB key to position the cursor
in the ENTER [ ] box and enter the letter E. This procedure will
assure that the TRAXX POS System will not attempt to print over your
custom heading.
Blank Forms:
You have selected to have your company information printed as an
integrated part of your receipt process, the data you desire on each
receipt must be entered on this screen. Information alignment is
controlled by your entries. You may select to enter each line of
information left justified or right justified. Your selection is
controlled by inserting or deleting spaces in each individual line.
The information entered on this screen is used for printer headings
only.
ENTER [ ]
Position the cursor in this box by using the TAB key and enter the
letter E. This will update your files with the desired heading
information. Any other entry will cause the update procedure to be
ignored.
Page 13
CREATE/ADD RECORDS IN THE VENDOR FILE.
Assumptions:
You want to add a record or records to the Vendor File.
Action:
If the File Creation/Append Program is currently active, you need to
return to the MAIN MENU. This is accomplished by entering the letter
R in the box noted as "Return to Main Menu" and press the [ENTER] key.
Proceed to step 2.
If the Creation/Append Program is not currently active:
1. Select "Initialize or Extend Records in Database" option located
on the Selection Menu.
2. Select "Add a Record to the Vendor File" by placing the letter V
in the Selection box.
Field Descriptions for Vendor Record Screen:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Parameter File
records, type the letter R in the box and press the [ENTER] key.
Vendor Code [00000000]
Enter a unique value in the range of 1-99999999. It will be necessary
for this value to be entered into each Inventory record associated
with this supplier. This data will be used during the Order Creation
process of the TRAXX POS System.
Reps Name [ ]
Enter the name of the supplier with whom you interact. If your
supplier is a company, enter the company name. If your supplier is a
manufacturers representative, enter the name of that person.
Address [ ]
Enter the mailing address of the supplier.
Page 14
City [ ]
Enter the city name of the supplier.
State [ ]
Enter the two character state abbreviation of the supplier.
ZIP Code [000000000]
Enter the five or nine character zip code of your supplier, do not use
hyphens.
Telephone [0000000000]
Enter the Area Code, Prefix and Number of your supplier, do not use
special editing characters such as ), ( or -.
If you have completed the telephone number entry, the screen will
automatically accept your input data and refresh for your next entry.
If you do not select to enter a telephone number, you will find it
necessary to press the [ENTER] key to have your data entered into the
database.
Page 15
CREATE/ADD RECORDS IN THE INVENTORY FILE
Assumptions:
You want to add a record or records to the Inventory File.
Action:
If the File Creation/Append Program is currently active, you need to
return to the MAIN MENU. This is accomplished by entering the letter
R in the box noted as "Return to Main Menu" and press the [ENTER] key.
Proceed to step 2.
If the Creation/Append Program is not currently active:
1. Select "Initialize or Extend Records in Database" option located on
the Selection Menu.
2. Select "Add a Record to the Inventory File" by placing the letter
I in the Selection box.
Field Definitions for Inventory Screen:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Inventory File
records, type the letter R in the box and press the [ENTER] key.
Item Number Cat Grp Element
[0000] [0000] [00000000]
Enter the unique Inventory number assigned to this item. The range is
1-9999999999999999, zero is not a valid entry.
If you have not already done so, refer to the INVENTORY FILE
CONSIDERATIONS section of this document for a more detailed
description of how to utilize the Item Number value.
Vendor Code [00000000]
Enter the numeric value of the supplier of this item.
Stock Limit [0000]
Enter the maximum item count you wish to have in stock at any point
in time. This value is used during the Order Creation process to
determine the quantity to be reordered.
Page 16
On Hand [0000]
Enter the actual number of items in stock at the time of data entry.
This value is used during the Order Creation process.
Min Limit [0000]
Enter the minimum number of items allowed prior to reordering. This
value is used during the Order Creation process.
Unit Cost [0000.00]
Enter the price you paid for this item. This entry is used to
calculate the current value of stock on hand. A second use of this
field is Consignment Items. This field represents the amount to be
paid to the supplier when the item is sold.
Retail Price [0000.00]
Enter the price at which this item will be sold. This entry is used
when generating a sales receipt and when calculating current inventory
value.
Item Description [ ]
Enter a brief description of the item. This description will be
printed on the sales receipt at time of sale and will appear on the
reorder reports.
Type Code [A]
This is a constant value of A, it cannot be altered by the user.
Sold to Date [0000]
No entry is required. The TRAXX POS System will update this value
each time the item is sold or returned. This value is useful for
Inventory Analysis. This value will not be reset, it will increase
with each sale.
Sold this Year [0000]
Enter the number of items sold from the beginning of the year until
now, if known. The TRAXX POS System will update this value each time
the item is sold or returned and will be reset at the beginning of
each new fiscal year. This value is useful for Inventory Analysis.
Unit of Measure [0]
Enter the appropriate value for this item. The associated
abbreviations will print on the receipt at the time of sale.
Page 17
Consignment Item? [N]
Any item which is intended to be sold while on consignment in your
store should be identified with the letter Y in this box. The
default value is N. It is not necessary to create and maintain a
separate numbering scheme for consignment items unless you have an
in-house need to do so. TRAXX will automatically write the sale of
any consignment item out to a consignment log to be summarized into a
report within supplier and to print a check if that is the desire of
the user. REMINDER: The Unit Cost field of a consignment item is the
value due to the supplier at the time of the sale, the selling price
is reflected in the Retail Price. Further discussion of Consignment
Sales may be found in the section identified by the same name.
Page 18
CREATE/ADD RECORDS IN THE STAFF FILE
Assumptions:
You want to add a record or records to the Staff File.
Action:
If the File Creation/Append program is currently active, you need to
return to the MAIN MENU. This is accomplished by entering the letter
R in the box noted as "Return to Main Menu?" and press the ENTER key.
If the Creation/Append Program is not currently active:
1. Select "Initialize or Extend Records in Database" option located
on the Selection Menu.
2. Select "Add a Record to the Staff File" by placing the letter
S in the Selection box.
Field Definitions for Staff screen:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
the Staff File add process. If you do not wish to add any more
records in the Staff File, type the letter R in the displayed
box and press the [ENTER] key.
Personal ID [ ]
Enter the unique identification number for the Staff member you
wish to include.
First Name [ ]
Enter the individuals first name and press the TAB key to access the
next field.
Last Name [ ]
Enter the individuals last name and press the ENTER key
to continue.
Page 19
UPDATE EXISTING INFORMATION
This selection performs six primary functions -
1. Changes the data in the (P)arameter File.
2. Changes the data in the (V)endor File.
3. Changes the data in the (I)nventory File.
4. Changes the data in the (S)taff File.
5. Changes the data in the Inventory (A)nalysis File
6. (E)nd the Program.
Page 20
CHANGE PARAMETER INFORMATION
Assumptions:
You want to modify one or more of the entries for the Parameter File.
Unlike entering data in the initialized files and creating records
for the first time, the changing of data is simply the overlaying of
information and pressing the [ENTER] key. It is important to read
the screen information relative to each screen and follow the
instructions carefully.
Action:
1. The UPDATE MENU Screen will be displayed.
2. Enter the letter P in the selection box.
3. The Parameter Screen will display.
Field Definitions for Parameter File Screen 1:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to change Parameter File
records, type the letter R in the box and press the [ENTER] key.
Sales Tax [.000]
Enter the amount of Sales Tax to be charged at time of sale. 6%
would be entered as .060, 8.2% is entered as .082.
Print Copies of Receipts [ ]
This option allows you to select the number of copies you wish to
print of each sales receipt. The default value is 1. If you are
using multiple part forms, the default value is probably adequate.
Should you select a single part form but have a need to print
multiple copies of each receipt, select a value in the range of 1
to 9.
1st Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the first tax reporting
period for your business.
2nd Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the second tax reporting
period for your business.
Page 21
3rd Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the third tax reporting
period for your business.
4th Qtr Beginning Date [YYMMDD] Ending Date [YYMMDD]
Enter the first and last date constituting the fourth tax reporting
period for your business.
ENTER DATA [N]
Default setting = N.
To store the data entered on the screen and continue to the next
screen, place the letter E in the box. Any other entry will not
allow the data to be stored.
Field Definitions for Parameter File Screen 2:
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Parameter File
records, type the letter R in the box and press the [ENTER] key.
Custom Forms:
The Transaction program in the TRAXX POS System is designed to use a
receipt with a form size of 9 inches wide and 5.5 inches from top to
bottom. If you have selected a customized form with your business
name and information pre-printed at the top, do not enter any
information on this screen. Use the TAB key to position the cursor
in the ENTER [ ] box and enter the letter E. This procedure will
assure that the TRAXX POS System will not attempt to print over your
custom heading.
Blank Forms:
You have selected to have your company information printed as an
integrated part of your receipt process, the data you desire on each
receipt must be entered on this screen. Information alignment is
controlled by your entries. You may select to enter each line of
information left justified or right justified. Your selection is
controlled by inserting or deleting spaces in each individual line.
The information entered on this screen is used for printer headings
only.
ENTER [ ]
Position the cursor in this box by using the TAB key and enter the
letter E. This will update your files with the desired heading
information. Any other entry will cause the update procedure to be
ignored.
Page 22
CHANGE VENDOR INFORMATION
Assumptions:
You want to modify the information in one or more to the Vendor File
records.
Action:
1. The UPDATE MENU Screen will be displayed.
2. Enter the letter V in the selection box.
3. The VENDOR Update Request Screen will be displayed.
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Parameter File creation. If you do not wish to create Parameter File
records, type the letter R in the box and press the [ENTER] key. To
continue with the update procedures press the [TAB] key to position
the cursor in the Vendor Number area.
Vendor Code [00000000]
Enter the Vendor ID Number of the Vendor data you wish to change.
The VENDOR RECORD UPDATE SCREEN will be displayed. You may now
change any of the data shown in this screen by pressing the [TAB] key
until the cursor is in the appropriate location, then enter the
correct data.
Name [ ]
Enter the corrected name of the supplier with whom you interact. If
your supplier is a company, enter the company name. If your supplier
is a manufacturers representative, enter the name of that person.
Address [ ]
Enter the corrected mailing address of the supplier.
City [ ]
Enter the corrected city name for this supplier.
State [ ]
Enter the corrected two character state abbreviation of the supplier.
Page 23
ZIP Code [000000000]
Enter the corrected five or nine character zip code of your supplier,
do not use hyphens.
Telephone [0000000000]
Enter the corrected Area Code, Prefix and Number of your supplier, do
not use special editing characters such as ), ( or -.
If you have completed the telephone number entry, the screen will
automatically accept your input data and refresh for your next VENDOR
Update Request screen. If you do not elect to enter a telephone number,
you will find it necessary to press the [ENTER] key to have your data
entered into the database.
Page 24
CHANGE INVENTORY INFORMATION
Assumptions:
You want to change the data in one or more records of the Inventory
File.
Action:
If the File Maintenance Program screen is not currently active:
1. Select "Update Existing Information" option located on the
Selection Menu.
2. Select "Change A record in the Inventory File" by placing
the letter I in the Selection box.
3. The INVENTORY Update Request screen will display.
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Inventory File update. If you do not wish to Update Inventory File
records, type the letter R in the box and press the [ENTER] key.
To continue, press the [TAB] key to position the cursor in the
Inventory Number area.
Inventory Number [0000000000000000]
Enter the unique Inventory number assigned to this item.
The INVENTORY RECORD UPDATE SCREEN will be displayed.
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
Inventory File update. If you do not wish to Update Inventory File
records, type the letter R in the box and press the [ENTER] key.
To continue, press the [TAB] key to position the cursor in the
Inventory Number area.
Item Number Cat Grp Element
[0000] [0000] [00000000]
This number is the control number for this item of inventory and
cannot be altered with this procedure. Any attempt to change this
value will be ignored by the system.
Vendor Code [00000000]
Enter the numeric value of the supplier of this item.
Page 25
Stock Limit [0000]
Enter the maximum item count you wish to have in stock at any point
in time. This value is used during the Order Creation process to
determine the quantity to be reordered.
On Hand [0000]
Enter the actual number of items in stock at this time. This value
is used during the Order Creation process.
Min Limit [0000]
Enter the minimum number of items allowed prior to reordering. This
value is used during the Order Creation process.
Unit Cost [0000.00]
Enter the price you paid for this item. This entry is used to
calculate the current value of stock on hand.
Retail Price [0000.00]
Enter the price at which this item will be sold. This entry is used
when generating a sales receipt and when calculating current
inventory value.
Item Description [ ]
Enter a brief description of the item. This description will be
printed on the sales receipt at time of sale and will appear on the
reorder reports.
Type Code [C]
This is a constant value of C, it cannot be altered by the user.
Sold to Date [0000]
This value should not be altered unless a known error exists. The
TRAXX POS System will update this value each time the item is sold or
returned. This value is useful for Inventory Analysis.
Sold this Year [0000]
This value should not be altered unless a known error exists. The
TRAXX POS System will update this value each time the item is sold or
returned. This value is useful for Inventory Analysis.
Unit of Measure [0]
Enter the appropriate value for this item. The associated
abbreviations will print on the receipt at the time of sale.
Page 26
Consignment Item? [N]
Money will be paid to the supplier when this item is sold. If this
is a true statement, place the letter Y in the box. The default
value is N.
Page 27
CHANGE STAFF INFORMATION
Assumptions:
1. You want to change the information in one or more of the
records in the Staff File.
2. The UPDATE MENU is currently displayed on your screen.
Action:
1. Select the S option on the UPDATE MENU.
2. The STAFF REQUEST SCREEN will be displayed.
[N] Return to Main Menu?
The default setting is N indicating your desire to continue with
the Staff File update process. If you do not wish to update any
of the records in the Staff File, type the letter R in the displayed
box and press the [ENTER] key.
Personal ID [ ]
Enter the unique identification number for the Staff member you
wish to update.
First Name [ ]
Enter or correct the individuals first name and press the TAB key
to access the next field. Press the ENTER key if the first name is
the only update to be made to this record.
Last Name [ ]
Enter or correct the individuals last name and press the ENTER key
to continue.
Page 28
END THE PROGRAM
Assumptions:
1. You have completed all of the tasks you had intended
for the Parameter File, the Vendor File, the Inventory
File and the Staff File.
2. You wish to terminate the Update Procedures.
Action:
1. Type the letter E in the Selection box. No further
action is required. The END OF UPDATE PROCEDURES
message will display and you may select your next task.
Page 29
START TRANSACTION PROGRAM
Assumptions:
1. Your Parameter file has been created.
2. Your Vendor file has been created.
3. Your Inventory file has been created.
4. Your Staff file has been created.
5. Your printer is properly connected to the PC, you have
the properly sized paper in the printer and the printer
is powered on.
6. You are ready to use the TRAXX Point of Sale system for
normal business transactions.
Action:
1. Select "Start Transaction Program" from the POINT OF SALE
SELECTION MENU.
2. The first time this program is requested for the day, the Cash
Drawer Beginning Total is requested. Enter the amount of cash
in the drawer and press the ENTER key. This total will be used
to balance the sales receipts at the end of the day.
2. The PURCHASE REQUEST screen will display. This screen is the
starting point for all transactions in the TRAXX POS system.
The next few paragraphs will explain the use and results of each
entry requested.
Page 30
POINT OF SALE Transaction Screen
Screen Description:
[ ] Finish
This selection will remain blank during normal transaction processing.
The function of this selection is to terminate the use of the
transaction program. This selection is normally made only once a day,
at the close of the business. The placement of the letter F or f in
the brackets will allow this program to gracefully end.
[ ] Erase Screen
Place the letter E or e in these brackets if you decide that the
information entered on the screen is no longer required. This option
will erase all data currently showing on the screen without updating
your files and without printing a receipt. Another but more awkward
technique of erasing the screen would be to physically TAB to each
individual field and replace the data with either blanks or zeros.
[ ] Tax Exempt
Select this option by placing the letter T or t in the brackets.
This option allows you to initiate a sales transaction to a consumer
who has qualified as a Tax Exempt business or organization. This
selection negates the calculation of sales tax on all items entered
on the screen. Related record keeping required by your state and
local governments, such as the recording of tax number, business name,
etc., is not addressed by the TRAXX POS system in this release and
therefore must be maintained as a separate process.
[ ] Returns
Select this option by placing the letter R or r in the brackets. The
selection of this option allows you to receive goods back into your
inventory and issue a return credit receipt for your customer. Each
Item ID entered on the transaction screen will be treated as a
reversal in the TRAXX POS system, i.e.: each item returned will be
added back into your inventory automatically adjusting your ON HAND
quantity, SOLD TO DATE count, SOLD THIS YEAR quantity, SALES TAX
collected for the quarter and GROSS SALES for the quarter.
[ ] Sales Person
The staff member conducting the sale will enter his/her individual
ID in this field. This sale will be recorded as having been
conducted by this individual and the amount is accumulated toward
this months total.
Page 31
Lines 1 through 7 of the Transaction Screen is utilized for the entry of
items included in the individual transaction. The following descriptions
will explain the uses of each data entry field.
Item Number - Enter the numeric value assigned to this inventory item.
Qty - Enter the total number of items included in this transaction
with the same Item ID.
% Reduce - An entry in this field indicates a "Sales" price
determined by a percentage reduction.
A 10% reduction would be entered as .10 while a 5%
reduction of price is indicated by an entry of .05. This
percent reduction will override the retail price as
stored in the Inventory record. During the transaction
process, the retail price will be recalculated using the
percentage reduction and shown on the customers
receipt at the reduced value. If no entry is made in this
field, the retail price stored in the Inventory record
will be used in the calculation of the receipt.
Special Price - Selection of this option is determined by your
individual business environment. If you wish to
agree with a negotiated or "one time" price, an entry
of that value in this field will override the
Inventory price and will be used in the calculation
of the receipt. This option cannot be used in
conjunction with the % Reduce entry discussed in the
previous paragraph. If no entry is made in this
field, the retail price stored in the Inventory record
will be used in the calculation of the receipt.
A maximum of seven (7) entries may be place on a single Transaction
Screen. If more than seven inventory ID's are involved in a single
transaction, the next field should be utilized.
[ ] Sub Totals Only - Place the letter S or s in the brackets if you
have more than seven unique inventory ID's in this sales transaction.
Selection of this option will produce page one of the sales receipt
with a sub total of the items and quantities shown, no sales tax is
calculated at this time. This selection should be made as often as
necessary until the final screen is complete. When it is determined
that all ID's have been entered, leave the bracket blank, this tells
the system that this entry is the final page of the receipt and that
sales tax and final total is desired.
Page 32
After reviewing the entries on the screen, press the [ENTER] key to
allow the TRAXX POS system to process the transaction. The next
screen displayed will show the following information.
[ ] Payment Type
The selection of 1) Cash, 2) Credit Card or 3) Check allows for a
more accurate method of daily cash drawer reconciliation.
[ ] Correct a Requested Entry
This option is utilized to correct an error originating on the
initial request screen but probably discovered on the expanded
screen. Place the letter C in the brackets and press ENTER.
The next screen shown will be the original request screen with the
Item ID's and quantities you requested. You may change any value on
the screen at this time, when you press ENTER the altered values will
be reflected.
[ ] Finish or Reprint
This option offers a dual selection as indicated by the field labels.
Enter the letter F or f in the brackets for the selection of FINISH.
This indicates to the TRAXX POS system that you have completed the
current transaction and wish to return to the PURCHASE REQUEST
screen in preparation of your next series of entries. After selecting
to Finish the Transaction Program and pressing ENTER, the DAILY SALES
SUMMARY screen is displayed. This screen contains summary information
relative to all sales of the day. It begins with the amount of cash
in the drawer at the beginning of the day, followed by all sales
divided into three categories - Cash, Checks and Credit Cards. Sales
are reported by Net Amount, Sales Tax, Total within each category,
Grand Totals and Cash Drawer Total. You have the option to print
the DAILY SALES SUMMARY by entering a Y in the request box or to
bypass printing by pressing the ENTER key. The default selection is
not to print the information.
Enter the letter R or r to select the REPRINT option. The selection
of REPRINT is used after initially printing a receipt but the need to
print another copy exists. Reprinting of a receipt does not update
any of the files, it merely prints another copy of the sales receipt
shown on your transaction screen. This option may be utilized as
often as necessary with no impact on the inventory or parameter files.
[ ] Print Receipt
Place the letter P or p in the brackets to initiate the printing of
the sales receipt.
Page 33
[ ] Tax Exempt
Select this option by placing the letter T or t in the brackets. This
option allows you to initiate a sales transaction to a consumer who
has qualified as a Tax Exempt business or organization. This
selection negates the calculation of sales tax on all items entered
on the screen. Related record keeping required by your state and
local governments, such as the recording of tax number, business name,
etc., is not addressed by the TRAXX POS system and must be maintained
as a separate process.
[ ] Returns
Select this option by placing the letter R or r in the brackets. The
selection of this option allows you to receive goods back into your
inventory and issue a return credit receipt for your customer. Each
Item ID entered on the transaction screen will be treated as a
reversal in the TRAXX POS system, i.e.: each item returned will be
added back into your inventory automatically adjusting your ON HAND
quantity, SOLD TO DATE count, SALES TAX collected for the quarter and
GROSS SALES for the quarter.
Lines 1 through 7 of this screen are display only and cannot be
altered by the keyboard. The data displayed is the same information
that will be printed on the sales receipt when you select the PRINT
option.
[ ] Sub Totals Only
Place the letter S or s in the brackets if you have more than seven
unique inventory ID's in this sales transaction. Selection of this
option will produce page one of the sales receipt with a sub total of
the items and quantities shown, no sales tax is calculated at this
time. This selection should be made as often as necessary until the
final screen is complete. When it is determined that all ID's have
been entered, leave the bracket blank, this tells the system that
this entry is the final page of the receipt and that sales tax and
final total is desired.
Several options are available for selection when the POINT OF SALE
Transaction Request screen is displayed that are available on the
POINT OF SALE Transaction Display screen, they are:
Erase
Tax Exempt
Returns
Sub Totals Only
Page 34
The major difference between selecting these options on the 1st or 2nd
screen is, if an option is selected on the first screen it will be
reflected on the 2nd. Example: If you select Sub Totals Only on the
1st screen, the display screen will not display Sales Tax or a Total
Amount. If you had intended to select Sub Totals Only on the 1st
screen but forgot to do so, the selection of Sub Totals Only on the
2nd screen will allow you to print page one of the receipt showing
only the Sub Total and not the Sales Tax or Total, just as though you
had selected that option on the initial request screen. This
technique reduces the possible errors by allowing you additional
opportunities for adjustment.
Page 35
PRINT REPORTS
Assumptions:
You have a need to examine hard copy reports of Vendors, Inventory,
Sales Staff or you wish to create a reorder Report.
Action:
1. Select the "Print Reports" option from the POINT OF SALE
SELECTION MENU.
2. The POINT OF SALE Report screen will be displayed with the
following options:
List of all Vendors
Enter the letter V in the Report Option to select the printing of a
Vendor listing. A sample of this report is located in the REPORTS
section of this document.
List of all Inventory Items
Enter the letter I in the Report Option to select the printing of an
Inventory list. A sample of this report is located in the REPORTS
section of this document.
Create Inventory Order Report
Enter the letter O in the Report Option to select the printing of a
Reorder report. The entries in this report are generated by
comparing the minimum quantity to the quantity on hand in each
inventory record to determine whether or not the item should be
reordered. All items meeting the criteria for reordering are then
grouped with common Vendors and the report is printed in the Vendor
Number sequence.
Generate Inventory Analysis Report
Enter the letter A in the Report Option to select Inventory Analysis.
Your response to Prior Year Selection will depend on your intentions
and available data. If previous years of information is available,
entering the year on this screen will produce a Turnover Report and
a Number of Days Sales in Inventory Report for that year. If you
leave this entry zero or enter the current year, all Inventory
Analysis Reports will print reflecting year-to-date information.
Create Sales Report
Enter the letter S in the Report Option to select the printing of a
Sales Report. A sample of this report is located in the REPORTS
section of this document.
Page 36 Create Staff Report
Enter the letter R in the Report Option to select the printing of a
Staff Report. A sample of this report is located in the REPORTS
section of this document.
The manner in which you select your reports or which reports are
selected is quite flexible. You may wish to request only one of the
reports or you may wish to print all of the selections. The POINT OF
SALE Report screen will reappear each time a task has finished and
allows you to either make another selection or end the process by
placing the letter E in the Report Option brackets. The report
process creates a print file on hard disk that you can print at your
leisure. The name of this file is PSREP.PRN and is displayed at the
time you elect to end the print requests.
The command to print this file is "PRINT PSREP.PRN", quotes are not
to be included in the command.
Page 37
UTILITY FUNCTIONS
Assumptions:
You wish to post the line items received from a vendor, you wish to
print price labels for selected items or you want to initialize all
accumulative data fields in the system files for the beginning of a
new fiscal year.
Action:
1. Select the "Utility Functions" option from the POINT OF SALE
SELECTION MENU.
Options:
(I)nventory Order Posting
(P)rint Selected Inventory Labels
(Y)ear End File Maintenance
(E)nd Program
Inventory Order Posting
1. Enter the letter "I" in the Menu Selection box.
2. The INVENTORY Update Request screen will be displayed,
use the TAB key to leave the (R)eturn to Menu box and
enter the Inventory Number in the fields marked as Cat,
Grp and Element. It is not necessary to fill each field
with leading zeros, type in the significant characters in
each portion of the Inventory Number and press the TAB key
to go to the next field. The values you just entered will
automatically position themselves to the right side of each
field. It will be necessary to press the ENTER key after
you have entered the value in the Element section.
3. The INVENTORY POSTING/PRINTING INPUT SCREEN will display.
Use the TAB key to leave the (R)eturn to Main Menu box.
Enter the received quantity in the box and press the ENTER
key. It is necessary to precede the value with zeros for
this field. The information displayed at the bottom of the
screen may not be changed during this process, this data is
for validation purposes only.
4. Steps 2 and 3 will be utilized until all entries have been made.
When you are ready to discontinue this process, enter the letter
R in the (R)eturn to Menu box on the INVENTORY Update Request
screen.
5. Print Pricing Labels? will be displayed with a default value of
"Y" showing. If you wish to print a price label for each item
you entered in the Posting process, press the ENTER key. If you
do not wish to print pricint labels, enter the letter N in this
box and you will be returned to the UTILITY SCREEN for your next
choice.
Page 38
6. A "Y" response during step 5 will display the message "Align
printing?". The default setting is "Y". Be sure you have
continuous form labels in your printer, press the ENTER key.
Three labels will be printed with a constant value of
1111-1111-11111111
Test Print Entry
$11,111.00
this will allow you the opportunity to make corrective adjustments
if necessary. Each time you press the ENTER key, three more test
labels will print. When you are satisfied with the alignment,
enter the letter N at the request prompt and your labels will
print.
NOTE: Use labels measuring 3 1/2 " X 15/16", one label across. Current
AVERY stock number is 4013 although any other vendor producing
stock labels of this size will work just as well.
Page 39
Print Selected Inventory Labels
1. Enter the letter "P" in the Menu Selection box.
2. The INVENTORY Update Request screen will be displayed,
use the TAB key to leave the (R)eturn to Menu box and
enter the Inventory Number in the fields marked as Cat,
Grp and Element. It is not necessary to fill each field
with leading zeros, type in the significant characters in
each portion of the Inventory Number and press the TAB key
to go to the next field. The values you just entered will
automatically position themselves to the right side of each
field. It will be necessary to press the ENTER key after
you have entered the value in the Element section.
3. The INVENTORY POSTING/PRINTING INPUT SCREEN will display.
Use the TAB key to leave the (R)eturn to Main Menu box.
Enter the received quantity in the box and press the ENTER
key. It is necessary to precede the value with zeros for
this field. The information displayed at the bottom of the
screen may not be changed during this process, this data is
for validation purposes only.
4. Steps 2 and 3 will be utilized until all entries have been made.
When you are ready to discontinue this process, enter the letter
R in the (R)eturn to Menu box on the INVENTORY Update Request
screen.
5. A "Y" response will display with the message "Align
printing?". The default setting is "Y". Be sure you have
continuous form labels in your printer, press the ENTER key.
Three labels will be printed with a constant value of
1111-1111-11111111
Test Print Entry
$11,111.00
this will allow you the opportunity to make corrective adjustments
if necessary. Each time you press the ENTER key, three more test
labels will print. When you are satisfied with the alignment,
enter the letter N at the request prompt and your labels will
print.
NOTE: Use labels measuring 3 1/2 " X 15/16", one label across. Current
AVERY stock number is 4013 although any other vendor producing
stock labels of this size will work just as well.
Page 40
Year End File Maintenance
1. Enter the letter E in the Menu Selection box. No other action
is required, the appropriate files are initialized to accept
data for the new year.
2. The message "Year End File Maintenance Complete" will appear.
Press the ENTER key to return to the Utility Function Menu.
NOTE: Before you select this function, back up all of your data
files. This should be the last action you take before
starting business in the NEW YEAR.
Page 41 CONSIGNMENT SALES REPORTING
Assumptions:
You wish to generate sales reports, and possibly print checks, for
those suppliers of consignment items in your store. This procedure
may me performed at any time interval, i.e.: weekly, bi-weekly,
monthly or quarterly depending on your own individual requirements.
Action:
1. Select the Consignment Sales Reporting option from the TRAXX
Main Menu.
Displayed Options:
(P)rint Consignment Report
Print (C)hecks for Consignees
(E)nd the Program
Print Consignment Report
1. Enter the letter P in the Desired Option brackets.
2. TRAXX will automatically sort all consignment sales items in
Item ID order within each Vendor ID and produce a report for
each of the Vendors with a detail list of the items sold, the
date of sale and a summarized dollar amount for this reporting
period. A copy of this report may be found in the Reports section
of this document. Another function of the reporting process is
the generation of check printing data. The necessary information
to produce a printed check will be written to a separate file.
3. The report will be written to disk with a file name of CSGREP.PRN.
This report may be printed by use of either the PRINT command or
the TYPE command. Samples of these commands are illustrated
below:
PRINT CSGREP.PRN
or
TYPE CSGREP.PRN > LPT1
3.
A screen will be displayed at the end of the report generation
process showing the above commands and asking for your decision
relative to archiving the report file. It is always a good idea
to save this file for future reference and to avoid the
possibility of paying for the same item multiple times. Once this
file is created, each consignment sale is appended to the file
until you physically change the name or remove the file. By
entering the letter A in the brackets at the bottom of this screen
you are authorizing the system to change the name of the file,
forcing a new file to be opened by the system when the next
consignment sale is made. Entering the letter N indicates your
intention of not changing the name and appending records to the
existing file.
Page 42 Print Checks for Consignees
If you wish to have TRAXX produce the printed checks for each of your
suppliers having sales, you will need the following materials:
A. #10 Poly-Klear Window Envelopes (4 1/8" x 9 1/2") - found
at any office supply store.
B. Check Forms - TRAXX is designed to use Product #9013-3
Order from:
NEBS, Inc.
500 Main Street
Groton, Mass 01471
Telephone 1-800-225-6380
FAX 1-800-234-4324
Or call Donna Milam at 1-800-233-6327 Ext. 438 for a 20%
discount on your initial order.
1. Enter the letter C in the Desired Option brackets.
2. A screen will display with the question "Do you wish to align
Check printing?". Do the following:
a) Install the proper forms in your printer.
b) Align the form so that the first line of print will be
3/4" below the perforation of the memo portion of the
form.
c) Enter the letter Y in the brackets and press ENTER, if
you wish to make additional adjustments to the forms.
d) If the alignment is correct, enter the letter N in
the brackets and press ENTER.
3. The supplier checks will be printed without further interruption.
4. When printing is complete, the Archive Check File screen will
display. I suggest you respond with the letter Y, this file
will be renamed MMDDYYCK.BKP whereas MMDDYY is todays date. This
will provide you with a backup file for future use. It is a
good idea to copy this file to a floppy disk and keep it in a
safe place.
5. The screen asking about aligning checks will appear, since you
are at the end of your check printing respond with the letter F
for Finish and return to the Consignment Reporting Menu.
6. The last step in this process is to end the program by entering
the letter E in the Desired Option brackets. This will return
you to the TRAXX Main Menu.
Page 43
REPORTS
Page 44
VENDOR REPORT
<Business Heading>
VENDOR FILE DATA
AS OF: MM/DD/YY
___________ADDRESS________________
ID NAME CITY ST ZIP TELEPHONE
17 Nomad Teepee Mfg. 54321 Skid Road
Redmond WA 98052-1952 (206) 881-1111
39 Square Wheel Pottery 134 Ceramic Place
Seattle WA 98003-0000 (206) 555-1212
100 Rusty Bucket 2 Many Holes Road
Tumwater WA 98001-1234 (206) 423-9111
Page 45
INVENTORY REPORT
<Business Heading>
INVENTORY FILE DATA
AS OF: MM/DD/YY
ITEM VEND MAX ON MIN O UNIT RETAIL DESCRIPTION SOLD U
NUMBER CODE LIM HAND LIM S COST PRICE TO M
DATE
1 17 10 2 2 1 1.00 3.50 Widget Wrench 4 1
10 39 5 4 1 0 49.95 125.00 Spice Cabinet 1 1
110 100 3 2 1 0 320.00 640.00 Pie Safe 1 1
Abbreviations in Report Title:
OS - Order status, 0 = not on Order Report
1 = listed on Order Report
UM - Unit of Measure
ACCUMULATED VALUE DETAIL
WHOLESALE TOTAL = XXX,XXX,XXX.XX RETAIL TOTAL = XXX,XXX,XXX.XX
Page 46
REORDER REPORT
<Business Heading>
AS OF: MM/DD/YY
17 Nomad Teepee Mfg. 54321 Skid Road
Redmond WA 98052-1952 (206) 881-1111 **REORDER **
MAX O/H MIN
1 Widget Wrench 10 2 2 8 ea
Page 47
SALES REPORT
<Business Heading>
SALES REPORT
AS OF: MM/DD/YY
SALES TAX
COLLECTED
1st QUARTER 1,111,12 111.78
2nd QUARTER 2,222.34 222.56
3rd QUARTER 3,333.56 333.34
4th QUARTER 4,444.78 444.12
YEAR-TO-DATE TOTAL 11,111.80 1,111.80
Page 48
STAFF REPORT
1 Bob Smith
January 754.10
February 561.96
March 486.39
April 547.44
May 475.96
June 510.83
July 694.77
August 710.10
September 413.20
October 675.23
November 1,101.16
December 1,491.13
YEAR-TO-DATE-TOTAL $ 8,422.27
Page 49
RECONCILIATION REPORT
DAILY SALES SUMMARY for <MM-DD-YY>
Beginning of Day Cash 100.00
Goods Sales Tax Total
Cash 437.15 35.85 473.00
Checks 641.10 52.57 693.67
Credit Cards 367.94 30.17 398.11
Grand Total 1,446.19 118.59 1,564.78
Cash Drawer Total $ 1,664.78
Page 50
INVENTORY ANALYSIS REPORT
INVENTORY ANALYSIS
FOR
1991
01/01/92
INVENTORY TURNOVER REPORT
COST OF GOODS SOLD $ 1,054,073
INVENTORIES:
BEGINNING OF YEAR $ 283,000
END OF YEAR $ 264,000
____________
TOTAL $ 547,000
============
AVERAGE $ 273,500
INVENTORY TURNOVER 3.9
NUMBER OF DAYS SALES IN INVENTORY REPORT
INVENTORIES, END OF YEAR $ 264,000
COST OF GOODS SOLD $ 1,054,073
AVERAGE DAILY COST OF GOODS SOLD $ 2,888
NUMBER OF DAYS SALES IN INVENTORY 91.4
DEFINITIONS:
INVENTORY TURNOVER - the relationship between the volume of goods
sold and inventory.
NUMBER OF DAYS SALES IN INVENTORY - the number of days sales in
inventory gives a rough measure of the length of time it takes to
acquire, sell and then replace the average inventory.
Page 51
INVENTORY ANALYSIS REPORT
INVENTORY ANALYSIS
01/01/92
CONTRAST REPORT
PERCENT OF PERCENT OF
TOTAL SALES TOTAL ITEMS
SOLD SOLD COST OF COST OF SOLD
CAT GRP THIS TO GOODS SOLD GOODS SOLD TO THIS TO THIS
NO NO YEAR DATE TO DATE THIS YEAR DATE YEAR DATE YEAR
1 1 100 132 1,376,760 1,043,000 .987 .989 .371 .383
1 2 26 44 14,109 8,381 .010 .007 .124 .100
1 3 15 25 1,315 840 .000 .000 .070 .057
1 4 120 155 2,453 1,852 .001 .001 .435 .460
Page 52
CONSIGNMENT SALES REPORT
CONSIGNMENT REPORT
01/01/92
NAME: Rusty Bucket
2 Many Holes Road
Tumwater, WA 98001-1234
ITEM UNIT COST SALE QTY DESCRIPTION DATE OF SALE
0003-0001-00000001 14.00 1 Pepper Mill 12/02/91
0003-0001-00000001 14.00 2 Pepper Mill 12/10/91
TOTAL SALES FOR PERIOD $42.00
Page 53
Point of Sale File Backup Procedures
Assumption:
1. Current directory is "\PS".
2. No further program execution will be done today.
3. The current backup disk does not contain needed
information.
Process when using Drive A:
1. Type "PSBACK2A" at the prompt and press [ENTER].
2. Place a disk in Drive A.
3. When you are notified that the backup process is
complete, remove the disk from drive A and power
off the equipment.
Process when using Drive B:
1. Type "PSBACK2B" at the prompt and press [ENTER].
2. Place a disk in Drive B.
3. When you are notified that the backup process is
complete, remove the disk from drive B and power
off the equipment.
It is advisable to keep your backup disks for a minimum of 5 work days.
Number and rotate the backup media from day 1 through 5, this will provide
the best possibility of system recovery if needed.
Page 54
