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╔═════════════════════════════════════════════════════════════════╗
║ ║
║ CJPOS Point─of─Sale System ║
║ ║
║ OPERATIONS MANUAL ║
║ ║
║ CJPOS 5.45C 15 May 1996 ║
║ ║
║ Cuyahoga Computing Co. 1996 ║
║ ║
║ Support Line: 216─587─1590 ║
║ ║
╚═════════════════════════════════════════════════════════════════╝
╔══════════════════════════════════════════╗
║ TABLE OF CONTENTS ║
╚══════════════════════════════════════════╝
System Setup ........ 24 - 30
Features List ........ 2
BASIC OPERATION ........ 2
Main Menu Options
Employee Maintenance ........ 3 - 4
Close Register ........ 4
Payouts ........ 4 - 5
System Setup ........ 24 - 30
Exit System ........ 5
Toggle SKU / Menu Entry ........ 5
Estimates Menu
Recall Estimate ........ 6
Save Estimate ........ 6
Adjust Menu ........ 7
Customer Menu
Information ........ 8 - 9
History ........ 10
Add New ........ 10
Reports Menu
Daily Sales ........ 11
Reporting Menu ........ 12
Sales Analysis ........ 13 - 15
Inventory Menu
Category / Department Update ... 16 - 17
Changing Item Names / Qty ...... 17
Changing Stock Prices / Cost ... 18
Stock Re-order Points ........ 19
Stock Printing Options ........ 20 - 23
SKU Sets/Kits ........ 23
Accounting
Store Account Payment ........ 35
List Store Accounts ........ 35
Vendor Editing ........ 34
Adding To Inventory ........ 31 - 32
ASCII Export Files ........ 33 - 34
Voids / Return / Exchanges ........ 35
Reprinting Invoices ........ 35
System Reset ........ 37
LAYAWAY ACCOUNTS ........ 36
Notes ........ 38 - 40
══════════════════════════════════════════════════════════════════════════════
(C) Copyright 1996, Cuyahoga Computing, All Rights Reserved.
══════════════════════════════════════════════════════════════════════════════
CJPOS POS MANUAL 02
══════════════════════════════════════════════════════════════════════════════
System Features
* Real-time inventory tracking. Inventory is decremented every time an
item is sold. Item menu pop provides instant knowledge of on hand stock.
* Estimate saving & retrieval. Write up a quote, print it & save it.
Saves time when converting to invoices.
* Barcode capability using a keyboard wedge style barcode reader.
Simply plug the 'wedge' between the keyboard and the computer.
* Can add inventory/stock items 'on the fly' while writing invoices.
The system does not lock you into hours of tedious data entry before
use.
* Full adjustment of on screen information. Quantity, price, line item
price, labor hours/price, & discounts can be applied before committing
to invoice or when revising estimates.
* Customer data/history capture. Your important client information is
saved & updated with each invoice. CJPOS provides customer purchase
history recall for viewing and can be printed.
* ZIP / Postal Code capture. Every new ZIP code is remembered by the
system. When a new customer is encountered with the same code, CJPOS
automatically inserts the city, state, & area code for that ZIP code.
A nice time saver.
* A variety of reports: Daily Sales, Daily Payouts, Sales Analysis,
Inventory information.
* Canadian GST IS supported by this program, as well as Provincal Tax !!
* Individual labors/items assigned per mechanic/salesperson can enabled
in System Setup. When Sales Analysis performed the individuals
receive credit.
* ASCII Data Export files. Results of Sales Analysis & Daily Sales can
be exported to a spreadsheet program.
* Can be run in a DOS window in Windows(R) or O/S 2 (R).
BASIC OPERATION
────────────────────────────────────────────────────────────
The list box on the left of the screen contains different
departments. For the demo databases these departments are Services,
Exhaust, Emmisions, Brakes, Shocks & Struts, Springs, and so on till
Miscellaneous. After selecting one of these a window pops up with
various categories. For example, select the Exhaust Department with
parts such as mufflers, pipes, hangers, clamps, etc. Using the cursor
keys moves a selection box to a part category. Say we chose Mufflers,
now striking the Enter key replaces the first window with a second window
listing the part numbers under that category. For our example,
we choose #1811G of Mufflers by using the cursor keys again to move
the selection box. This exact part number for Mufflers has the price
to go with it. Finally the quantity is prompted at the bottom of the
window; the default value is 1. If the SKU Number representing the
part is known that SKU can be scanned using barcodes or typed. To switch
to that mode of entry select "Toggle SKU / Menu Entry" from the 'Main'
menu.
For the Services department, canned descriptions of labor are
loaded in with their hour quantity. These descriptions can be added
to. The appropiate labor rate is then selected. The Labor/Services
department is not required to be part of the system however.
When a receipt is ready, it can be saved as an estimate, or finalized
as TENDERING to Cash, Check, Visa/MC, Discover, American Express.
Customer information then prompted before the end of a sale.
Previous information can retrieved if a sale re-occurs to the same
customer at a later date by providing several letters of the last name,
the last 4 digits of their phone, or by their customer number.
Main Menu Options 03
══════════════════════════════════════════════════════════════════════════════
Employee Maintenance
══════════════════════════════════════════════════════════════════════════════
Adding or Editing Employees ─ A standard information screen is first
presented such as:
────────────────────────────────────────────────────────────────────────────────
║ Editing Employee Information # 2 ++
║ Personal Information ║
║ +────────────+ +────────────+ ║
║ First Name ║Bob ║ Last Name ║Balsor ║ ║
║ +────────────+ +────────────+ ║
etc,..... ,etc .....,
║ +────────────+ +────────────────────────+ ║
║ +────────+ ║ Ctrl+F5 ─ Exit & Save ║ ║
║ Birth Date ║06─14─61║ ║ Page Dn / Page Up ║ ║
║ +────────+ +────────────────────────+ ║
────────────────────────────────────────────────────────────────────────────────
But this next screen has some items which should be noted:
──────────────────────────────────────────────────────────────────────────────
+║ Editing Employee Information # 2 ++
║ Company Information ║
║ +──+ +────+ ║
║ Division ║ 1║ Store Number ║ 1║ ║
║ +──+ +────+ ║
║ +──────+ +────────────────+ ║
║ Status ║ FT ^ ║Full Time ║ ║
║ ║ AM ~ +────────────────+ ║
║ +──────+ ║
║ +──────+ ║
║ Password ║Y ║ [X] Display on Screen ║
║ +──────+ ║
║ ║
║ () Hourly ( ) Salary ║
║ ║
║ +──────────+ +────────────+ ║
║ Pay Rate ║ .00 ║ Inactive Date ║ ║ ║
║ +──────────+ +────────────+ ║
║ +──────+ ║
║Commission Rate ║ .00║ +───────────────────────+║
─────────────────────────────────────────────────────────────────────────────
1. Status :
The status level - PT, FT, AM, MG, DM determines the level of
access that the individual has for the system. For example to get to
this screen the default manager, # 1, MG, has a security level of 4.
The MENUS.DBF database sets the security level required to do things
such as Employee Maintenance. The CJPOS system standard level for
adding new stock, inventory adjustment, etc. is set at this level 4,
or MG ─ Manager.
2. Password :
Used by the employee when accessing security sensitive
areas of the system. Only they & their supervisor should know the
password for the employee.
Main Menu Options 04
══════════════════════════════════════════════════════════════════════════════
Employee Maintenance
══════════════════════════════════════════════════════════════════════════════
3. Display On Screen :
If the District Manager or Manager does not want his name displayed in
the employee list on screen.
4. Inactive Date:
Date the employee left or was terminated. An employee will remain in
the system until the end of the fiscal year for tax & payroll reasons.
Hence, a deleted employee really just becomes "inactive" until the end
of the year.
5. Payrate & Hourly/Salary:
Presently has no effect until the payroll entry module is finished.
6. Commision Rate:
Will be used for future reports.
══════════════════════════════════════════════════════════════════════════════
Close Register
══════════════════════════════════════════════════════════════════════════════
To begin a new date the system must be closed daily. Closing the
register results in finalizing the register date records. The screen
will reflect the REGISTER DATE, NOT THE COMPUTER SYSTEM DATE. If a day
was accidently closed it can be re-opened if the 'Edit Previous Days
Payouts' switch is set to 'Yes'.
══════════════════════════════════════════════════════════════════════════════
Payouts
══════════════════════════════════════════════════════════════════════════════
Selecting 'Options' results in the following screen:
──────────────────────────────────────────────────────────────────────────────
║ +║_║ Payouts ++─+
║ ║ ║─+
║ ║ Saturday Register # 1 06─03─95 ║ ║
║ ║ +──────────────────────+ ║ ║
+─║ ║ There Are No Payouts ║ ║─+
+─║ +──────────────────────+ ║─+
+─║ +──────────+ +──────────+ +──────────+ +──────────+ ║─+
║ ║ ║ Print ║ ║ Edit ║ ║ Add ║ ║ Date ║ ║─+
║ ║ +──────────+ +──────────+ +──────────+ +──────────+ ║─+
║ ║ Tab Between Choices ║ ║
──────────────────────────────────────────────────────────────────────────────
1. Print ─ Prints the following report for the date displayed.
EXAMPLE:
╔════════════════════════════════════════════════════════════════════════════╗
║ DAILY PAYOUTS ║
║ Monday 05─01─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
Napa CASH 11.98
Aramark CASH 58.29
Midwest Engine Sales CHECK 465.00
╔════════════════════════════════════════════════════════════════════════════╗
║ CASH PAYOUTS 2 $ 70.27 ║
║ OTHER PAYOUTS 1 $ 465.00 ║
╚════════════════════════════════════════════════════════════════════════════╝
Main Menu Options 05
══════════════════════════════════════════════════════════════════════════════
Payouts
══════════════════════════════════════════════════════════════════════════════
If A Range of Dates is selected then that list can be printed as well.
The list will be created/printed by either chronological date,( Sort by
Date) or by reason of payout ( Sort by reason).
2. Edit
Editing of payout name & amount is allowed.
3. Add
Allows the addition of a payout to the list. Select reason for payout
from list. Some reasons have sub-categories, such as Utilities.
If applicable, a vendor name is then chosen. Finally the amount entered
& method of payment is selected.
4. Date
Will allow the viewing/printing/editing of payouts from a previous
sales date.
══════════════════════════════════════════════════════════════════════════════
Exit System
══════════════════════════════════════════════════════════════════════════════
Standard POS system setup allows the exit to DOS for managers.
══════════════════════════════════════════════════════════════════════════════
Toggle Menu / SKU Entry
══════════════════════════════════════════════════════════════════════════════
Switches system from the default menu mode to direct SKU Entry.
║Department Description Part # Price Qty Total ║
+────────────────────────────────────────────────────────────────────────────+
DEPARTMENTS Menu Mode
+────────────────────+ *=====================================*
║ Labor ^ *This box to the left is the standard *
║ Exhaust ^ * 'Menu Mode' for CJPOS to do a sale *
║ Emissions _ *=====================================*
║ Brakes _
║ Tuneup _
║ Misc Stuff ~
+────────────────────+
+ SKU Number Entry ──+ *=====================================*
║ ║ *This box to the left is the optional *
║ ║ *'SKU Entry' for CJPOS. Direct entry *
║ ║ * of a part's SKU Number is used. If *
+────────────────────+ * the SKU Number is a barcode then *
* that barcode can be scanned in. *
*=====================================*
══════════════════════════════════════════════════════════════════════════════
Help F1 - Viewing/searching of this file
══════════════════════════════════════════════════════════════════════════════
Estimates 06
═════════════════════════════════════════════════════════════════════════════
Recall Estimate (Ctrl+R)
═════════════════════════════════════════════════════════════════════════════
────────────────────────────────────────────────────
║ ║
║ +──────────────────+ ║
║ ║ Estimate Number ║ ║
║ +──────────────────+ ║
║ +──────────────────+ ║
║ ║ Customer Name ║ ║
║ +──────────────────+ ║
║ +──────────────────+ ║
║ ║ List All ║ ║
║ +──────────────────+ ║
────────────────────────────────────────────────────
For the retrieval of saved estimated several methods are allowed.
Direct number entry, provide several letters of the customer last
name, & finally a list of all estimates in the system. Once retrieved
the estimate is on screen like any invoice. Estimates are NOT deleted
until they are converted to invoices. Undesired estimates can be
removed by:
1) Recall the estimate.
2) Screen appears with option to continue with estimate load or
to Delete the estimate.
═════════════════════════════════════════════════════════════════════════════
Save Estimate
═════════════════════════════════════════════════════════════════════════════
A customer quote can be saved as an estimate for later recall
and finalizing. Incomplete invoices could also can be saved as
estimates. The estimate feature is especially useful for a large
invoice; any modifications to the customer's original quote can be
performed after recalling, modifying, & re─saving the estimate.
Therefore when the customer appears on the premises, the estimate
is recalled, tender method is asked, & the invoice printed ─ the
customer does not have to wait while you finalize their bill.
Adjust 07
═════════════════════════════════════════════════════════════════════════════
Main Estimates Adjust Customer Reports Inventory
Brookpark Certifie+─────────────────────────+aturday 06─03─95 11:51 PM
+───────────────────║ Item Qty or Price ║──────────────────────────────+
║Department D║ Labor ║ Price Qty Total ║
+───────────────────║ Discount Single Item ║──────────────────────────────+
║ Employee Discounts ║
║ Total Price / Discount ║
║ Cancel Invoice ║
+─────────────────────────+
╔═════════════════════════════════════════════════════════════════════════╗
║ The Adjust menu above presents several choices to adjust the invoice or ║
║ estimate that is loaded on screen. ║
╚═════════════════════════════════════════════════════════════════════════╝
* 'Item Qty or Price' allows the quantity adjustment of line item,
adjust the price each, or the total line price. If the total line
price is less than the original then a 'D' will appear next to the
price each indicating a Discount. Pressing 'DELete' will remove
the line entirely.
* 'Labor' option will change either the total hours or the total
price for that service, adjusting the hours accordingly. Presently
the only way to change the demo labor rates is to use a dBASE file
browser (available to all registered users).
* 'Discount Single Item' will apply a discount to just one line of
the invoice. If chosen more than once the system will record the
sum total discount.
* 'Employee Discounts' are for those businesses whom allow employee
purchases & provide a discount. The DISCOUNT.DBF controls the type
& amount of discounts. (dBase browser needed to modify)
* 'Total Price / Discount' applies selected discount to the entire
receipt. Total Price will back figure the taxes & discounts
to arrive at the final gross price.
* Single line items/labors can be set to non-taxable or non-PST or
non-GST using this 'Adjust' menu in "Item Qty or Price" or "Labor".
* Cancel Invoice will clear the screen of the current invoice.
Customer 08
═════════════════════════════════════════════════════════════════════════════
Main Estimates Adjust Customer Reports Inventory
Brookpark Certified Auto R+─────────────────────────+ 06─03─95 11 53 PM
+─────────────────────────────║ Information ║────────────────────+
║Department Description║ History ║ce Qty Total ║
+─────────────────────────────║ Add New ║────────────────────+
+─────────────────────────+
═════════════════════════════════════════════════════════════════════════════
Information
═════════════════════════════════════════════════════════════════════════════
Customer information provides a quick lookup of general customer
information. The customer information can be modified here as well as
undesired names removed from the system.
* Customer/Estimate Notes can be accessed by pressing 'F8' in
customer information screen.
The screen below is an example.
+────────────────────────────────────────────────────────────────────────────+
+║ CUSTOMER INFORMATION ++
║ Save &Exit: F5 ║
║ ║
║ First Name [Chris/Cindy ] Last Name [Ryba ] ║
║ ║ ║
║ Address 1 [5413 East 131st Street ] Address 2 [ ] ║
║ ║
║ ZIP Code [44125 ] State [OH ] ║
║ ║
║ City [Garfield Hts ] ║
║ ║
║ Home Phone [587-15xx ] Work Phone [216-587-1590 ] ║
║----------------------------------------------------------------------------║
║+-Customer Extended Information -------------------┐ ║
║ │ ║
║ Make Model [87 Grand Am ] │ Customer # 1383 ║
║ Engine [2.5L 4 cylinder ] │ ║
║ Mileage [97,625 ] │ ║
║ VIN Code [_____ ] │ LTD Sales $ 208.06 ║
║ Pager # [ ] │ ║
║ Cust. Tax Category [Standard 7 % Tax ]│ │ ║
║+--------------------------------------------------┘ ║
║ F8 - Notes F3 - Cust. Credit Information ║
+────────────────────────────────────────────────────────────────────────────+
╔════════════════════════════════════════════════════════════════════════════╗
║ The last four items in the example above ─ Make &Model, Engine, Mileage, ║
║ and VIN Code ─ can be changed to your specific needs in 'System Setup' ║
║ The Tax Category can be set to the store tax rate or non-taxable. ║
║ For those with more than one tax category contact Cuyahoga Computing. ║
╚════════════════════════════════════════════════════════════════════════════╝
Customer 09
══════════════════════════════════════════════════════════════════════════════
Cust. Credit Information
══════════════════════════════════════════════════════════════════════════════
The customer can be further configured in the credit information
area. If 'House Charge' is unchecked (press spacebar), then any invoice for
this customer cannot be put on to a house account (Accounts Receiveable).
Likewise unchecking 'Allow Checks' will disable checks as a choice at
tendering. The 'Maximum Credit Amt' will set a maximum limit for a house
charges for the customer. A zero (0.00) value is no limit. The
'Customer Balance' will allow account adjustments - either issuing a store
credit/due bill (negative value) OR for initial customer account receiveable
balance (positive value).
The 'Bill To Account' will charge another customer number for any account
charges by the current customer. This feature is usefull for fleet or multi-
location businesses that bill to one address. To use the 'Bill To..' type
in several letters of the account being billed. Then select from list if
more than one match.
║+ Customer Credit Information ---------------------------------------------+║
║ Bill To Account: ║
║[X] Allow House Charge [SAME AS ABOVE ] ║
║ +------------------------------------+║
║[X] Allow Checks │ │║
║ │ ║
║Maximum Credit Amt : [ 0.00 ] │ _║
║ │ │║
║Customer Balance [ 0.00 ] +------------------------------------+║
║+---------------------------------------------------------------------------+║
Customer 10
══════════════════════════════════════════════════════════════════════════════
History
══════════════════════════════════════════════════════════════════════════════
First recall the customer using one of three methods:
'Last Name' , 'Phone Number' or 'Customer Number'
For example, select the customer desired by using the 'Last Name' option.
In the case below the letters 'RYB' were entered and Ted Ryba was selected
from the customer list. The next screen appears with the date prompt.
It was changed to '01─01─93' which is the earliest possible date on this
install. The exact date is not neccesary. The report was then generated
to the screen. Hitting 'F5' will print it.
EXAMPLE:
╔════════════════════════════════════════════════════════════════════════════╗
║ Customer Purchase History For Ted Ryba ║
║ Saturday, 06─03─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
========== INVOICE # 652 ========== Saturday , 05─08─93 ============
Lifetime Metallic Pads MX7136 1.000 43.95
Resurface disc rotor **** 1.000 9.00
Disc Brake Rotors 60678─512 1.000 39.88
Install new front disc brake pads .600 18.00
Replace left front disc rotor .000 .00
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ TENDER TOTAL $ 118.59 ~~~~~
========== INVOICE # 891 ========== Tuesday , 08─10─93 ============
Power Brake Booster *used* 1.000 75.00
R & R power brake booster. 1.500 51.00
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ TENDER TOTAL $ 134.82 ~~~~~
========== INVOICE # 2568 ========== Monday , 05─01─95 ============
Resurface Disc Rotor Each 2.000 18.00
Check high idle. Clean idle air control passage. .200 8.00
R & I front calipers to turn rotors. .600 21.00
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ TENDER TOTAL $ 50.29 ~~~~~
=============== GROSS SALES TOTAL SINCE 01─01─93 : $ 303.70 =============
══════════════════════════════════════════════════════════════════════════════
Add New
══════════════════════════════════════════════════════════════════════════════
Allows the addition of customers to the system. Normally the customer
database is appended during the course of a sale.
Reports 11
══════════════════════════════════════════════════════════════════════════════
Daily Sales
══════════════════════════════════════════════════════════════════════════════
The daily sales totals can be viewed & printed. The 'Options' on the
Daily Reports screen allows for printing current sales date, view/print a
previous sales date, or creating a summary report of sales for any date
period as well. For the example below to create the summary
'Range Of Sales Dates' was selected. Then enter the desired date range
was entered. In this case 03─01─95 was first, then 03─31─95 to do a
report for March '95. It does not matter if the beginning date was not an
actual sales day. 'Options' was chosen again, then 'Print Current Totals'
to print the on screen report. When the summary report is generated a
SALE_DAY.OUT file will be created for export to an outside source using
the export method selected in 'System Setup'.
EXAMPLE:
╔════════════════════════════════════════════════════════════════════════════╗
║ Summary of Daily Sales ║
║ Wednesday , 03─01─95 TO Thursday , 03─30─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
CASH $ 9,124.27
CHECK $ 8,579.72
Visa / MasterCard $ 3,368.14
Discover $ 57.31
American Express $ 771.20
House Charge $ 0.00
Store Coupon $ 0.00
╔════════════════════════════════════════════════════════════════════════════╗
║ REGISTER TOTAL REVENUES $ 21,900.64 ║
╚════════════════════════════════════════════════════════════════════════════╝
***** Register Sales Detail *****
GROSS SALES $ 21,900.64
TAX EXEMPT SALES $ 512.01
───────────────────────────────────────
SALE REFUNDS $ 0.00
SALES TAX $ 1,405.95
FEES $ 93.80
VOIDS $ 0.00
───────────────────────────────────────
CASH PAYOUTS 86$ 2,593.94
OTHER PAYOUTS $ 0.00
╔════════════════════════════════════════════════════════════════════════════╗
║ ║
║ REGISTER NET SALES $ 20,400.89 ║
║ REGISTER BANK DEPOSIT $ 19,306.70 ║
║ ║
╚════════════════════════════════════════════════════════════════════════════╝
Reports 12
══════════════════════════════════════════════════════════════════════════════
Reporting Menu
══════════════════════════════════════════════════════════════════════════════
Several choices are presented here:
1. Vendor List - Create a list of the vendors loaded into the system.
The on screen report can be printed using 'F5'. The
Vendor list can be narrowed to a range of names if
desired.
2. Sales By Hour - A listing of the total sales by hour for the range
of dates chosen. The end of the report provides a summary
for the date range selected.
3. Invoice Summary - A listing of every invoice number for the range of
dates specified. Details include invoice total, taxes,
type of tender, and type of Sale.
4. Invoice Detail - A by invoice listing of the items/labors sold during
the range of dates specified.
5. Reorder Report - A scan by the system thru the entire store's inventory
to locate any items that need to be re-ordered.
***** FURTHER INVENTORY REPORTS ARE ACCESSED THRU THE INVENTORY MENU *****
Reports 13
══════════════════════════════════════════════════════════════════════════════
Sales Analysis
══════════════════════════════════════════════════════════════════════════════
The choices presented are the following:
+─────+ +─+ +─────+ +─────+ +──────++─────+ +─+ +─────+ +────+ +─────+
║ +───+ ║ ║ ║ +─+ ║ ║ +─+ ║ ║ +────+║ +───+ ║ ║ ║ +─+ ║ ║ ++ ║ ║ +───+
║ ║ ║ ║ ║ +─+ ║ ║ ║ ║ ║ ║ +────+║ ║ ║ ║ ║ +─+ ║ ║ ║║ ║ ║ +───+
+────────────────────────────────────────────+
║ ║ ║ ║+║_║ Product Sales Analysis ++ ║║ ║ +────+║
║ +───+ +───+ ║║ ║ ++ ║ +────+║
+─────+ +─────+║ +──────────────────────────────────+ ║───+ +─────+
+─────+ +─+║ ║ Select Method Of Analysis ║ ║───+ +──────+
║ +───+ ║ ║║ +──────────────────────────────────+ ║ +─+ ║ ║ +──+
║ ║ ║ ║║ ║ ║ ║ ║ ║ +──+
║ ║ ║ ║║ +──────────────────────+ ║ ║ ║ ║ +──+ ║
║ +───+ +───+ ║║ ║ All Departments ║ ║ +─+ ║ +──+ ║
+─────+ +─────+║ +──────────────────────+ ║─────+ +────+
+─────+ +─────+║ +──────────────────────+ ║─────+ +────+
+─────+ +─+║ ║ By Associate ║ ║─────+ +────+
║ +───+ ║ ║║ +──────────────────────+ ║ +─+ ║ ║ +──+
║ ║ ║ ║║ ║ ║ ║ ║ ║ +──+
║ ║ ║ ║║ ║ ║ ║ ║ +──+ ║
║ +───+ +───+ ║+────────────────────────────────────────────────+ +─+ ║ +──+ ║
══════════════════════════════════════════════════════════════════════════════
The 'All Departments' choice will sum all items independent of who was the
seller whereas the 'By Associate' summary will group items sold by each
employee. After summary method is chosen, next is desired dates:
══════════════════════════════════════════════════════════════════════════════
║║ ║ ║ ║ ║ +─+ ║ ║ ║ ║ ║ ║ +────+║ ║ ║ ║ ║ +─+ ║ ║ ║ ║ ║ ║ +──
+────────────────────────────────────────────+
║ ║ ║ ║+║_║ All Department Product Totals ++ ║ ║ ║ +────+
║ +───+ +───+ ║║ ║ +─+ ║ +────+
+─────+ +─────+║ +──────────────────────────────────+ ║─────+ +─────
+─────+ +─+║ ║ Select Dates For Analysis ║ ║─────+ +─────
║ +───+ ║ ║║ +──────────────────────────────────+ ║ +─+ ║ ║ +───
║ ║ ║ ║║ +──────────────────────+ ║ ║ ║ ║ +────+
║ +───+ +───+ ║║ ║ Single Date ║ ║ +─+ ║ +────+
+─────+ +─────+║ +──────────────────────+ ║─────+ +─────
║ +───+ ║ ║║ +──────────────────────+ ║ +─+ ║ ║ +───
║ ║ ║ ║║ ║ Range of Days ║ ║ ║ ║ ║ ║ +───
║ ║ ║ ║║ +──────────────────────+ ║ ║ ║ ║ +────+
+─────+ +─────+║ +──────────────────────+ ║─────+ +─────
+─────+ +─+║ ║ Sales Week ║ ║─────+ +─────
║ +───+ ║ ║║ +──────────────────────+ ║ +─+ ║ ║ +───
║ +───+ +───+ ║+────────────────────────────────────────────────+ +─+ ║ +────+
+─────+ +─────+ +─+ +─────+ +──────++─────+ +─────+ +─+ +─────+ +─────
══════════════════════════════════════════════════════════════════════════════
The screen above enables the report to run for any time period. Once the
date/date range is inputed, report processing will begin. The next pages
contain an example Sales Analysis report.
Reports 14
══════════════════════════════════════════════════════════════════════════════
After the Sales Analysis report is generated, pressing 'F5' prints the
on─screen report. (NOTE: In this example the actual report was longer)
╔════════════════════════════════════════════════════════════════════════════╗
║ PRODUCT TOTALS ║
║ Sunday, 04─30─95 TO Saturday, 05─06─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
===== Labor ================================================= TOTAL ==
R & I 2.70 Hrs. $ 108.00
Diagnose 0.50 Hrs. $ 20.00
Repair 1.80 Hrs. $ 73.00
Check antifreeze for protection level. 0.00 Hrs. $ 0.00
Remove & replace 8.10 Hrs. $ 323.00
Remove & install 2.90 Hrs. $ 116.00
MISC 4.70 Hrs. $ 188.00
R & I flywheel for resurfacing. 0.30 Hrs. $ 12.00
Remove carburetor ─ rebuild with new float. 3.40 Hrs. $ 136.00
Diagnose no─start condition. 1.00 Hrs. $ 40.00
===== Exhaust =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Tailpipe ─────
6T8107 1 $ 29.95 133.1 %
───── Clamps ─────
HPC200 2 $ 2.38 221.6 %
HPC225 3 $ 3.75 220.5 %
===== Brakes =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Wheel Bearing ─────
Deleted SKU Item 1 $ 46.89 91.5 %
===== Front End =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Outer Tie Rod ─────
ES2019RL T 1 $ 27.95 159.5 %
===== Engine =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Camshaft Timing Belt ─────
40067 1 $ 22.79 174.6 %
───── Remanufact. Water Pump ─────
1738 1 $ 42.95 107.0 %
───── Trust Oil Filter ─────
PH16 1 $ 4.95 153.8 %
───── Oil Pressure Switch ─────
S384 1 $ 7.75 129.3 %
───── Complete Engine ─────
*USED*E15* 1 $ 615.00 35.2 %
===== Trans & Axle =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── LuK Clutch RepSet Assy. ─────
07─048 1 $ 180.95 90.1 %
───── Resurface Flywheel ─────
2 Surfaces 1 $ 47.25 35.0 %
===== Electrical =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Battery 50 Month ─────
62─50 1 $ 60.95 45.3 %
Reports 15
══════════════════════════════════════════════════════════════════════════════
===== Tuneup =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Ignition Wire Set ─────
700244 1 $ 49.89 110.7 %
───── Distributor Cap ─────
C244 1 $ 13.54 100.0 %
───── Magnetic Pick─up Coil ─────
ME54 1 $ 14.58 100.0 %
===== Misc Stuff =============== QTY ==== TOTAL SOLD ===== MARGIN ==
───── Towing into shop ─────
<5 Miles 1 $ 35.00 40.0 %
───── USED Frame Repair Piece ─────
LR Rail Shrt 1 $ 60.00 33.3 %
───── USED Rear Bumper ─────
Chevrolet 1 $ 200.00 33.3 %
───── Wiper Blades ─────
90─17 R 1 $ 11.20 54.7 %
══════════════════════════════════════════════════════════════════════════════
******* Department Totals ********
Labor $ 7,577.73
190.06 Hrs.
----------------------------------
Brakes $ 1,857.38
Cost of Goods $ 854.96 117.2 %
Discount $ 42.94
----------------------------------
Electrical $ 476.03
Cost of Goods $ 344.41 38.2 %
Discount $ 171.94
----------------------------------
Engine $ 5,677.33
Cost of Goods $ 3,934.02 44.3 %
----------------------------------
Exhaust $ 587.04
Cost of Goods $ 254.47 130.7 %
Discount $ 2.01
----------------------------------
Front End $ 963.64
Cost of Goods $ 553.03 74.2 %
----------------------------------
Fuel System $ 334.80
Cost of Goods $ 168.81 98.3 %
Discount $ 11.07
----------------------------------
Trans & Axle $ 244.60
Cost of Goods $ 114.43 113.8 %
╔══════════════════════════════════════════════════════════════════════════════╗
║ SALE ANALYSIS NET SALES $ 20,298.24 ║
║ COST OF GOODS SOLD $ 7,637.66 ║
║ -------------------------------------- ║
║ PROFIT $ 12,660.58 ║
╚══════════════════════════════════════════════════════════════════════════════╝
* - Denotes An In Stock Item
*M - Denotes a Miscellaneous Item
Inventory 16
══════════════════════════════════════════════════════════════════════════════
Main Estimates Adjust Customer Reports Inventory
Brookpark Certified Auto REG #1 Satu+──────────────────────────+
+─────────────────────────────────────────────────║ Categry/Departmnt Update ║
║Department Description Part # ║ Item Names/On Hand Qty ║
+─────────────────────────────────────────────────║ Change Price / Cost ║
║ Order Points / Amount ║
║ Stock Printing Options ║
+──────────────────────────+
══════════════════════════════════════════════════════════════════════════════
Categry/Department Update
══════════════════════════════════════════════════════════════════════════════
║ +──────────────+
║ ║ Select ║
║ ║ Department ║
║ +──────────────+
║ +────────────────────+
║ ║ Labor -
║ ║ Exhaust -
║ ║ Front End _
║ ║ Engine _
║ ║ Trans & Axle _
║ ║ Electrical _
║ ║ Tuneup -
║ +────────────────────+
║ +──────────────────────────────────────+
║ ║ F3: To Add A Department ║
║ ║ F4: Modify Department Name ║
║ +──────────────────────────────────────+
+────────────────────────────────────────────────────────────────────────────
Departments can be deleted thru CTRL+K in Modify Department/Category.
Highlight the department that you want to delete.
'F3' will add completely new department the system. There is a limit of
99 departments. Businesses that don't perform/charge for services or labor
should use the default 'Item Type' department. After any department
addition the system will have to be restarted.
Pressing 'F4' will just change the name of department itself. To proceed
to category modification, press enter on the desired department. Next
a speadsheet type listing of each category that matches that department
will be loaded on screen.
-------------------------------------------------------------------
LABOR TYPE DEPARTMENTS
-------------------------------------------------------------------
If a "Labor" type department is selected then the canned descriptions
will appear on screen. For example:
+────────────────────────────────────────────────────────────────────────────
+║_║ LABOR : ++
║ Edit ║
║+──────────────────────────────────────────────────────────────────────────+║
║║ Labor Description Hrs Categ ║║
║+──────────────────────────────────────────────────────────────────────────+║
║ Adjust 0100 ║
║ Check antifreeze for protection level. 000 0100 ║
║ Cut muffler off welded system & replace .400 0100 ║
║ MIG weld 1.000 0100 ║
║ Install engine assembly into car & test. 4.700 0200 ║
║ Press Enter to Change * ESCape When Finished ║
+────────────────────────────────────────────────────────────────────────────+
Inventory 17
═════════════════════════════════════════════════════════════════════════════
Categry/Department Update, cont.
--------------------------------
Canned Labor descriptions can be expanded to multiple-lines
with the selection of one canned labor. The expanded description
can be saved for future use or modified later. Editing of the expanded
description is *ONLY* allowed within the normal receipt writing screen.
Use 'CTRL+D' or Select 'Delete Row' from the ALT+E menu to delete a
labor service on the *CURRENT ROW* that has the red box.
-------------------------------------------------------------------
ITEM TYPE DEPARTMENTS
-------------------------------------------------------------------
When editing the category names of "Item Type" departments the screen
below will appear. The names of the categories for this department can
then be changed. Pressing 'F2' allows the addition of a new category.
+──────────────────────────────────────────────────────────────────────────+
+║_║ EXHAUST : ++
║ Edit ║
║+──────────────────────────────────────────────────────────────────────────+║
║║ Exhaust Description Department ║║
║+──────────────────────────────────────────────────────────────────────────+║
║ Bolts & Nuts 02 ║
║ Brackets / Hangers 02 ║
║ Gasket 02 ║
║ Press Enter to Change * ESCape When Finished ║
+────────────────────────────────────────────────────────────────────────────+
════════════════════════════════════════════════════════════════════════════
Items Names/On Hand Qty
════════════════════════════════════════════════════════════════════════════
Selecting this option will display the screen below. The
'Stock Count' column is for adjustments to 'On Hand Qty'. Enter your
physical inventory count in the 'Stock Count' & when the category is
saved the 'Stock Count' will replace the 'On Hand'. Future releases
will provide a variance report after stock counts. Use the 'Stock
Printing Options', 'On Hand / Cost of Stock' to print a report of
physical on hand inventory & the carrying cost of that inventory.
+───────────────────────────────────────────────────────────────────────────+
+║_║ Inventory : Items Names / Qty ++
║ +────────────────────+ ║
+║_║ EXHAUST : Bolts & Nuts ++
║ Edit ║
║+──────────────────────────────────────────────────────────────────────────+║
║║ Part # Description On Hand Qty Stock Count ║║
║+──────────────────────────────────────────────────────────────────────────+║
║ 0 0 ║
║ 1/4"x1" 0 0 ║
║ 1/4"x1─1/2" 0 0 ║
║ 10x1.25x25MM 0 0 ║
Inventory 18
══════════════════════════════════════════════════════════════════════════════
Change Price / Cost
══════════════════════════════════════════════════════════════════════════════
This screen below shows several important columns. The CJPOS system
allows multiple pricing; the 'Sell Price' is the total line item price.
For example, the store sells 2 wombats for $ 19.99. The 'Qty @' column
would have a '2' in it. The 'Price' column would have '19.99'. If the
wombats cost the store $ 3 each then the 'Cost' would be '6.00'. The
'Markup' displays the markup % over cost; if the cost is 0 then the
Markup is *UNDEF* or 'undefined'.(It would be an infinite markup otherwise)
+──────────────────────────────────────────────────────────────────────────+
+║_║ Inventory : Change Price / Cost ++
║ ║
║ EXHAUST : Bolts & Nuts ++
║ Edit ║
║+─────────────────────────────────────────────────────────────────────────+║
║║ Part # Description Qty@ Price Cost Markup ║║
║+─────────────────────────────────────────────────────────────────────────+║
║ 1 0.00 0.00 *UNDEF* ║
║ 1/4"x1" 1 .39 0.08 487.5% ║
║ 1/4"x1─1/2" 1 .49 0.09 544.4% ║
║ wombats 2 19.99 6.00 333.2% ║
+───────────────────────────────────────────────────────────────────────────+
Pressing ALT+E will provide a drop down menu allowing
for the following choices:
ADD NEW - F2
Add new items to the current department & category.
DELETE ROW - CTRL+D
Remove an item on the *CURRENT ROW* that has the red box.
SAVE
Save current changes now but don't exit
REFRESH SCREEN - F5
Repaints the screen
UNIVERSAL PRICE UPDATE - CTRL+U
If you experience a price increase for all the items in the current
category then you can enter all the new costs for each item first.
Afterwards select this option and the system will ask for the markup %
for the items and a 'rounding value'. The rounding value is what digits
you want the price to end in. If you want your prices to end with .88
put in .88 as the rounding value. The system will then adjust all the
prices using the cost and markup% and make each price end with the
'rounding value'. The price will be at least the markup % value but can
be higher to meet the rounding value.
Inventory 19
═════════════════════════════════════════════════════════════════════════════
═════════════════════════════════════════════════════════════════════════════
Order Points / Order Amts.
═════════════════════════════════════════════════════════════════════════════
This option works with the 'Stock Printing Options' in determining
the stock items to be printed. Those stock items which you normally
order from a warehouse but need in the POS system database would have
a 'Reorder Point' of ─1 (anything less than zero). These non─stocked
items are treated as 'dont care' by inventory print reports and will
not be printed if you chose not to. The 'Reorder Amount' & 'Vendor'
will used by future releases to automatically create a purchase order
from the vendor to replenish stock.
EXAMPLE:
+──────────────────────────────────────────────────────────────────────────+
+║_║ MISC STUFF : Cleaning Chemicals ++
║ Edit ║
║+──────────────────────────────────────────────────────────────────────────+║
║║ Part # Description Reorder Point Reorder Amount Vendor ║║
║+──────────────────────────────────────────────────────────────────────────+║
║ 0 0 0 ║
║ Brake Clean 0 0 0 ║
║ Carb Spray 0 0 0 ║
Inventory 20
═════════════════════════════════════════════════════════════════════════════
Stock Printing Options
═════════════════════════════════════════════════════════════════════════════
Selecting 'Inventory', 'Stock Printing Options' from the top
menu bar presents a department list of "Item Type" departments. Once
the department is chosen a box such as below appears:
+────────────────────────────────────────+
+║_║ ++
║ ║
║ Print All Categories In Exhaust ? ║
║ ║
║ +────────+ +────────+ ║
║ ║ Yes ║ ║ No ║ ║
║ +────────+ +────────+ ║
+────────────────────────────────────────+
The POS system provides a choice of printing an entire department or
just a single category within that department. If 'No' is selected above
all the categories for that department appear & a choice is made.
Then several stock inventory print options are presented.
These Options Are:
A. On Hand / Cost Of Stock
B. Stock Prices / Costs
C. Reordering Information
D. Location / Stock Count Sheet
For cases A,C, or D, a box will appear:
+─────────────────────────────────────────────────────────+
+║_║ INVENTORY ON HAND ++
║ ║
║ Print Only Items With Re─Order Points Greater Than ─1 ? ║
║ ║
║ +────────+ +────────+ ║
║ ║ Yes ║ ║ No ║ ║
║ +────────+ +────────+ ║
+─────────────────────────────────────────────────────────+
The system will treat items that have a Re─Order point of less than
zero as "don't cares". Choosing 'Yes' above will only print those
items that you wish to maintain regularly or actually stock in the
store.
The following examples display what data fields each report will
actually print.
Inventory 21
═════════════════════════════════════════════════════════════════════════════
═════════════════════════════════════════════════════════════════════════════
A. On Hand / Cost Of Stock Report
═════════════════════════════════════════════════════════════════════════════
╔════════════════════════════════════════════════════════════════════════════╗
║ Stock On Hand Quantity, Exhaust ║
║ Saturday, 06─03─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
===== Extension Pipe (21─66) =====
SKU Number Description Last Sold On Hand Extd Cost
───────────┼─────────────────────────┼──────────┼──────────┼──────────
20001014 │1E4260 │ 01─01─80 │ 0 │ N/A
20001015 │1E4262 IPC │ 01─01─80 │ 1 │ 12.88
20001060 │1E6236 │ 01─01─80 │ 0 │ N/A
20001061 │1E6252 │ 01─01─80 │ 0 │ N/A
20001017 │4E5145 (S) │ 01─01─80 │ 1 │ 7.45
20001046 │4E6105 │ 01─01─80 │ 0 │ N/A
20001051 │4E6123 (H) │ 01─01─80 │ 0 │ N/A
20001076 │4E6508 (S) │ 01─01─80 │ 1 │ 10.20
20001077 │4E6510 (S) │ 01─01─80 │ 1 │ 9.80
20001010 │5E3089 │ 01─01─80 │ 0 │ N/A
20001038 │5E5836 │ 01─01─80 │ 0 │ N/A
20001013 │6E4254 (S) │ 01─01─80 │ 1 │ 7.80
20001020 │6E5378 │ 01─01─80 │ 0 │ N/A
20001044 │6E5898 │ 01─01─80 │ 1 │ 11.20
20001045 │6E6102 │ 01─01─80 │ 1 │ 10.10
20001055 │6E6144 │ 01─01─80 │ 1 │ 9.95
20001031 │7E5561 (S) │ 01─01─80 │ 2 │ 33.40
20001032 │7E5773 │ 01─01─80 │ 0 │ N/A
20001059 │8E6232 IPC │ 01─01─80 │ 0 │ N/A
──────────────────────────────────────────────────────────────────────────────
Report Total Value of On Hand Items $ 6,365.50
The above report would provide the store with it's inventory cost for
this entire department or optionally only a single category.
The extended cost ─ 'Extd Cost' ─ is a product of the 'On Hand' column
multipied with the unit's average cost. The average cost is calculated
from current on hand amount and the any new stock cost, providing a
value used in figuring the cost of goods sold. Average cost 'smooths'
fluctuating supplier prices for your stock.
Inventory 22
════════════════════════════════════════════════════════════════════════════
B. Stock Prices / Costs Report
════════════════════════════════════════════════════════════════════════════
╔════════════════════════════════════════════════════════════════════════════╗
║ Stock Prices & Cost ─ Exhaust ║
║ Saturday, 06─03─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
===== Bolts & Nuts =====
SKU Number Description Qty @ Price Line Cost
─────────────┼───────────────────────────────┼──────┼────────────┼─────────
20019007 │1/4"x1" │ 1 │ .39 │ .08
20019008 │1/4"x1─1/2" │ 1 │ .49 │ .09
20019051 │10x1.25x25MM │ 1 │ 2.04 │ .68
20019070 │12338137 2.8 │ 1 │ 1.36 │ .80
20019076 │3/8" Nut │ 1 │ .39 │ .09
20019023 │7/16" nut │ 1 │ .53 │ .25
20019021 │7/16"x1─1/2" │ 1 │ .91 │ .14
WOMBAT2FER │wombats │ 2 │ 19.99 │ 6.00
──────────────────────────────────────────────────────────────────────────────
This Stock Prices & Cost report shows the single unit cost of the item. The
CJPOS system allows multiple pricing but the 'Line Cost' is equal to:
Line Cost=$cost of 1 *'Qty @'.
For example, the store sells 2 wombats for $ 19.99. The 'Qty @' column
would have a '2' in it. The 'Price' column would have '19.99'. If the
wombats cost the store $ 3 each then the 'Line Cost' would have a '6'.
══════════════════════════════════════════════════════════════════════════════
C. Reordering Information
══════════════════════════════════════════════════════════════════════════════
╔════════════════════════════════════════════════════════════════════════════╗
║ Stock Reordering Information For Springs ║
║ Saturday, 06─03─95 ║
╚════════════════════════════════════════════════════════════════════════════╝
===== MOOG Rear Cargo Coils =====
SKU Number Description Vendor Order Pnt On Hand Order Amt
───────────┼─────────────────────────┼────────┼───────────┼────────┼────────
60001048 │CC807 │ 0 │ ─1 │ 0│ 4
60001049 │CC811 │ 0 │ ─1 │ 0│ 4
60001053 │CC821 │ 0 │ ─1 │ 0│ 4
────────────────────────────────────────────────────────────────────────────
===== Rear Spring Shackle Kit =====
───────────┼─────────────────────────┼────────┼───────────┼────────┼────────
60006003 │3" Ford │ 0 │ ─1 │ 0│ 4
60006001 │Left Rear │ 0 │ ─1 │ 0│ 4
────────────────────────────────────────────────────────────────────────────
===== Rear Leaf Springs =====
───────────┼─────────────────────────┼────────┼───────────┼────────┼──────
60009003 │Blazer 4─1 │ 0 │ ─1 │ ─2│ 4
60009004 │Blazer 5─1 │ 0 │ ─1 │ 0│ 4
60009006 │Suburban 5─1 │ 0 │ ─1 │ 0│ 4
─────────────────────────────────────────────────────────────────────────────
This report can be used to determine what items the store needs to order.
In future releases the system will use this report to create a purchase
order from a vendor. When the vendor's shipment is received the file will
be recalled similar to a job estimate. After any adjustments (cost, qty)
the order would be committed and the stock levels raised appropiately.
Inventory 23
══════════════════════════════════════════════════════════════════════════════
D. Stock Location/Inventory Count
══════════════════════════════════════════════════════════════════════════════
╔══════════════════════════════════════════════════════════════════════════════╗
║ Stock Location/Inventory Count, Heat/Cooling ║
║ Wednesday, 05/01/96 ║
╚══════════════════════════════════════════════════════════════════════════════╝
────────────────────────────────────────────────────────────────────────────────
===== Blower Motor =====
SKU Number Description Last Stock Location On Hand Count
─────────────┼─────────────────────────┼──────────┼───────────┼──────────
130091 │ _______________________ │ 11/23/95 │ _____ │ __________
130091 │ 209099 │ 12/07/95 │ _____ │ __________
130091 │ 209110 │ 01/26/96 │ _____ │ __________
130091 │ 209130 │ 11/23/95 │ _____ │ __________
130091 │ Cage *USED* │ 12/12/95 │ _____ │ __________
────────────────────────────────────────────────────────────────────────────────
SKU Sets/Kits
────────────────────────────────────────────────────────────
This new feature allows the grouping of items into 'SKU Sets' in
which any number of items/services can be recalled using a single
SKU Set number. To build a SKU Set: 1) Put the desired group of
items/services on screen. 2) Select 'SKU Sets' from Inventory menu.
3) Press F2 to add the items on screen to this new set. The
system will ask for a description of the SKU Set; then select if
the Set description is to appear on screen with items OR to
just list the items themselves. An overall price can be entered for
the set next. Finally the SKU Set reference number is entered for
recalling the set while writing invoices. Select 'SKU Sets' from the
Departments box or use the SKU Entry mode -(Press F10)- to enter
this set number.
System Setup 24
══════════════════════════════════════════════════════════════════════════════
Overall System Setup
══════════════════════════════════════════════════════════════════════════════
-----------------------------------------
Screen # 1
-----------------------------------------
Basic store/company information on this first screen. Two lines on the
receipt are provided for address; Address # 1 and # 2. Maximum length is
40 characters for Company Receipt Name and the address lines. Company
phone number is a maximum of 16 characters.
-----------------------------------------
Screen # 2
-----------------------------------------
First, the tax rates for your locality. If your area does not tax
labor, then enter a ' 0 '. The "G.S.T. Rate" is for Canadian users; enter
a '7' here. The "Customer Default State" would be your state or province;
the letters entered there are used when a new customer is added.
The "Consumables Charge" is a surcharge on all items & Labor in a
sale. This is sometimes also known as a 'Shop Charge'.
The "Labor Unit Description" is normally 'Hrs.' unless in your
business you might use 'Days' ─ space rental would be an example.
The "Associate Commission" will be used in a future report.
-----------------------------------------
Screen # 3
-----------------------------------------
The 1st, 2nd, & 3rd "Markup Rate" are used by the system when adding
new items to the system database. These values provide an approximate
selling price for new items. These values are only there to aid you
in calculating your retail price. Here is a suggestion: If you are
adding a lot of items in a certain department then change the markup
amounts here in 'Setup' while you are adding. This way you won't need
a calculator at your side while you add.
The "Next Invoice #", "Next Estimate #", "Next Layaway #" are the
numbers printed on their respective receipts. CAUTION: THE POS CANNOT
HANDLE TWO SEPARATE RECEIPTS WITH THE SAME INVOICE NUMBER. This feature
should only be used to match your current invoice number or to start
invoices at a higher number; only go higher.
'Suggested Layaway %' will determine the suggested percentage down
for Layaway setups, calculating a dollar amount on the total sale.
The 'Minimum Layaway Down %' sets the floor for Layaway down payments.
A setting of '0' will disable this feature.
"Next Purchase Order #" has not yet implemented into the system.
If your company uses a Consumables or Shop Charge Fee the minimum/
maximum amounts on this charge can be set here. A '0' will disable this
feature.
System Setup 25
══════════════════════════════════════════════════════════════════════════════
Overall System Setup
══════════════════════════════════════════════════════════════════════════════
-----------------------------------------
Screen # 4
-----------------------------------------
The "Bank Name" and "Bank Account #" will be used in future releases
for gift certificate and check validation.
The 'Disc. Amt Req. Mngr' sets the ceiling for discounts/price
adjustments allowed before a Manager must give his/her password.
Likewise 'Void/Ret. Amt Req.' sets the maximum void or return/exchange
sale before a manager must login to give a password.
The "Estimate Days Purge" is not yet implemented but will be for
removing saved estimates after a specified number of days. A setting of
'0' will disable this feature.
The widths values ─ "Department Desc. Width", "Category Desc. Width",
and "SKU / Item Desc. Width" ─ control the appearance of the receipt,
screen, and data entry.
The default width settings are:
─────────────────────────────────────────────────────────────────────
Department Description Width - 12 * Maximum value is 12, Minimum=0
Category Description Width - 24 * Maximum value is 24, Minimum=0
SKU/Items Description Width - 12 * Maximum value is 30, Minimum=4
SKU # Display Width - 0 * Maximum value is 14, Minimum=0
─────────────────────────────────────────────────────────────────────
THE SUM OF WIDTH VALUES CANNOT EXCEED 48.
This allows the user to customize their install. Changing the 'Department'
value to zero eliminates the department name from each line on the receipt
and screen; freeing up space for the category & item descriptions. If
using the SKU # for reference on receipts, then change the SKU # display
width to a value of your longest SKU #.
System Setup 26
══════════════════════════════════════════════════════════════════════════════
Overall System Setup
══════════════════════════════════════════════════════════════════════════════
Screen # 5
The "Caption For Quotes" is the message printed on estimates after the
customer information.
The "Department Caption", "Category Caption", "Item Caption" and the
"Quantity Caption" can be changed to headings best fitting your particular
type of business. These headings appear on the screen in the exact
position they occupy on a printed receipt.
Important to businesses using the customer information capture are the
headings for extended customer information. Four fields are allowed, with
the "Customer Descript #1" being the largest (30 characters) and can be
assigned as uniquely important on the next screen. As an example, the beta
tester of the POS system has "Customer Descript #1" defined as
'Make & Model'. For automotive related shops like his this feature allows
for customers to have multiple vehicles. The other descriptions ─ numbers
2 thru 4 ─ can used to provide additional information. The maximum amount
of characters in these descriptions is 20.
Screen #6
The "Customer Phone #1" and "Customer Phone #2" are normally setup as
'Home Phone' and 'Work Phone' respectively. The words entered here will
appear on the customer information capture screen.
"Postal Caption" and "State Caption" can be changed from 'ZIP Code' &
'State' to 'Postal Code' & 'Province' for Canadian users.
The 'Customer Descript #5' and 'Customer Descript #6' is additional fields
for customer information. These fields will *ONLY BE SHOWN IF TURNED ON IN
SYSTEM CONTROL SWITCHES* .
The seconds before the CJPOS screen saver comes due to inactivity can be
set here as well. A setting of '0' will disable the feature.
The 'Manager Security Lvl' sets the employee security level for managers.
This setting is used for Void/Return and Discount Amount password check.
A '3' is an Assistant Manager and '4' is a Manager.
The Export File Delimiter is for the *.OUT files the system creates.
This feature enables data exchange with spreadsheet programs such as
Excel or Quicken.
System Setup 27
══════════════════════════════════════════════════════════════════════════════
Receipt Printer Setup
══════════════════════════════════════════════════════════════════════════════
Select the port which the printer is attached.
Selecting [X] Graphics Mode Boxes will create 'fancier' receipts using
the ASCII graphics character set BUT usually it does take longer to print
the invoice.
The [X] Enable Italics Mode is mainly for Epson compatible printers for
using an italicized heading for estimates/quotes. Some printers will not
allow for this mode and print garbage for your 'Caption for Quotes' or
estimate printouts.
The [X] Use Condensed Print choice is set only if a half─wide receipt is
desired. Usually this feature is used in conjunction with the
(*) 40 Column receipt mode. A full page receipt would be (*) 80 Columns.
Use Generic Printer first. A PRINTERS.EXE for creating your print codes is
available from Cuyahoga Computing.
══════════════════════════════════════════════════════════════════════════════
Report Printer Setup
══════════════════════════════════════════════════════════════════════════════
Select the port which the printer is attached.
Selecting [X] Graphics Mode Boxes will create 'fancier' reports using
the ASCII graphics character set BUT usually it does take longer to print
the report.
Use Generic Printer first. A PRINTERS.EXE for creating your print codes is
available from Cuyahoga Computing.
System Setup 28
══════════════════════════════════════════════════════════════════════════════
System Control Switches
══════════════════════════════════════════════════════════════════════════════
Each of the following are marked or unmarked using the spacebar.
A 'Yes' will enable the "switch".
────────────────────────────────────────────────────────────────────────
* Multiple First Desc. Customer : Determines if the POS will prompt &
store a customer twice or more if their "Customer Descript #1" are
different. Example: Customer owns two different car models.
* Breakdown Labor/Items by Mechanic : Allows for more than one employee to
be credited with sale; prompting the cashier to assign each
individual for items sold on the invoice.
* Allow Layaway Sales : Allows the handling of layaway transactions.
* Allow Employee Sales : Future release will have provisions for
handling employee sales as a separate transaction type. Currently
this switch will turn Employee discounts on/off.
* Capture City Postal Codes : Enables ZIP/Postal Capture of Cities/Towns
* Cashier Defaults As Salesperson: After tendering an invoice, the employee
writing the invoice will be credited will the sale.
* Log In Security Required : Require employee/cashier to log in their
employee # number after every sale.
* Serial Cash Drawer : Allows use of a serial port cash drawer.
* Capture Customer Information: Set 'Yes' if gathering customer information.
* International Date System dd/mm/yy : System accepts/returns dates using
the dd/mm/yy format. Ex: 21 Feb 1996 is 21/02/96.
* SKU Entry Mode is Default: The system will normally accept SKU numbers
for parts instead of using the menu system of departments,
category, and lastly the particular item.
* Print Customer Description #1 - #4: Switching any of these to 'No' will
allow for data entry but this information will not be printed on
the invoice.
* Print / Show Customer Description #5-#6: Switching these on will allow
for additional customer information to be captured. If they are
turned off then these fields will not be displayed.
* Combine Customers' First/Last Name: For businesses whose clientele is
other businesses then the First and Last Name fields are combined
into one of 'Name'.
* Prompt for Price on Every Sale: For those users who wish to be able
to modify the price as items are entered. Only works in the
menu mode of the system.
System Setup 29
══════════════════════════════════════════════════════════════════════════════
System Control Switches (cont.)
══════════════════════════════════════════════════════════════════════════════
* PST after GST: For Canadian users located in provinces such as Quebec or
Newfoundland whose province taxes on top of GST.
* Inform of *.OUT files in Reports: Changing this value to 'No' will prevent
the message boxes that pop up when an export file has been created
during the generation of a report such as a Sales Summary.
* Flat Rate Labor as Default: If your labor charges are not hourly driven
then set this value to 'Yes'. The system will use the default
hours for this item and multiply that by the first hourly rate
to produce a price. The price can be overriden, just like the
hours can be in non-flat rate mode.
* Allow Editing of Previous days' Payouts: Disabling with a 'No' will
prevent anyone from changing the payouts from a previous day.
* Prompt for Cost: Allows for the items' cost to be changed for every sale.
* Use Consumbles % on Items, Labors, Tax:
Each switch determines whether to add the consumable % to items,
and/or labors, and finally whether to tax this surcharge.
────────────────────────────────────────────────────────────────────────
══════════════════════════════════════════════════════════════════════════════
Labor Rate Setup
══════════════════════════════════════════════════════════════════════════════
The labor rates in a 'Labor Type' department can be set in this screen.
Pressing 'F2' will add a new Labor description and rate; Pressing
CTRL+D will delete the current row. You must press enter to edit the
current column - description or rate. When finished press 'F5' to save
your changes.
══════════════════════════════════════════════════════════════════════════════
Modem / Cash Drawer Setup
══════════════════════════════════════════════════════════════════════════════
If your system has a cash drawer and/or modem attached then you can
configure them to work with the CJPOS system. An 'X' in the Modem available
box (press spacebar) will allow you to use your computer modem dial up
customers for you when you are viewing the customer information screen.
The modem port, long distance pre-fix, dialing prefix, and modem
initialization string can be entered here.
If your system has an electronic cash drawer, first turn on the
cash drawer switch in 'System Control Switches.' Then you can select the
port to which the drawer is attached and the ASCII string it needs to be
opened.
System Setup 30
══════════════════════════════════════════════════════════════════════════════
══════════════════════════════════════════════════════════════════════════════
Extended System Setup
══════════════════════════════════════════════════════════════════════════════
Most of the databases in use by the program are accessible within the
POS system. However there are several which can only be modified by
using an Xbase browser ─ (This includes Microsoft Excel or Quattro. A
BROWSE.EXE is available from Cuyahoga Computing). All of
the databases are of dBase III type.
To use the BROWSE.EXE, from command prompt:
C:\CJPOS>BROWSE <filename> and hit enter.
When program asks for index just hit enter. Then the following files
can be edited.
DISCOUNT ─ TYPE is 'E' for Employee disc, 'S' for single Item, 'T' for
total invoice discounts. PERCENT is amount for the discount,
a DESCRIPTION to describe it.
EMPLSTAT ─ Employee status levels used in Employee maintenance and
relates to levels set in MENUS.DBF for gaining/denying access
to certain program areas. The actual security level is
assigned in Employee Maint by using this EMPLSTAT.DBF;
i.e. a Manager is gets a SECUR_LEV in EMPLOYEE.DBF of '4'
because the STATUS in EMPLSTAT is '4' for a Manager.
MENUS ─ Contains security levels (SECURITY field) & enables/disables
(ENABLED field) menu options. The value for security
coresponds to the SECUR_LEV in the EMPLOYEE.DBF.
NOTE: Do not enable an option that is not shown
already upon install by changing the 'F' to 'T'. The
features disabled are for future releases; no code
has been written for them yet & displaying any of
these options such as Payroll will do nothing.
TENDTYPE ─ This file determines the names of tenders used as well as
the total available. The maximum is 14 types. To remove or
change credit card surcharges change the SURCHARGE amount to
0 for none or for example a '2' for a 2% surcharge.
WEEKCAL ─ File contains a calendar for the fiscal year. The demo file
matches the julian year.
ZIPCODES ─ This file grows as customers are added. It stores the name
of the city when an unknown ZIP /postal code is encountered
for the first time.
See the PACKING.LST for explanation of other system files.
* If the LEGALEST.TXT or LEGALRCP.TXT are removed multiple types of
receipt "taglines" can chosen from when a receipt is created. You
could create different files for different occasions with this method.
* Included are example LEGALEST.TXT, LEGALRCP.TXT files used at an
automotive shop. Examine these files and modify to for your application.
These files are in ASCII format and using any text editor such as
EDIT can modify them. EXAMPLE: C:\CJPOS>EDIT LEGALRCP.TXT and enter.
Adding to Inventory 31
══════════════════════════════════════════════════════════════════════════════
The CJPOS system allows the user to add inventory by two methods:
1) Selecting the Inventory Menu & then chosing any of these
options: 'Modify Item Names /Qty', 'Change Price / Cost', or
'Order Points / Amount'. Items or categories can be added under
any of these three.
2) During the course of a sale, once the department has been chosen
using the 'Menu mode'(p.5) entry method a category not in the
system can be added. Likewise, once a category has been chosen a
new item can also be added to stock.
CATEGORY ADDITION
────────────────────────────────────────────────────────────
Under either method of addition, the following screen appears when adding
a new category (Press 'F2') after an employee password check:
+────────────────────────────────────────────+
+│_│ Adding to Heat/Cooling ++
│ │
│ Enter A New Category +────────+ │ This box is for the
│ │ OK │ │ description of the new
│ +────────+ │ category being added.
│ +────────+ │ Up to 24 characters can
│ │ Cancel │ │ be entered here. However,
│ +────────+ │ if in System Setup the
│ │ 'Category Desc. Width'
│ +───────────────────────────────────────+ │ (see p.21) is less than
│ │ │ │ 24 only the first Category
│ +───────────────────────────────────────+ │ Desc. Width value will
+────────────────────────────────────────────+ appear on screen.
For example the width is set at 10.
A category description of '1234567890ABCD' will only show '1234567890'.
After the addition of the new category the system informs the user that
a miscellaneous item has been added. The miscellaneous items appear as
a blank;
i.e.: +───────────────────+
│ $0.00│
+───────────────────+
If this blank is selected the system prompts for a description and
a price during sale.
Adding to Inventory 32
══════════════════════════════════════════════════════════════════════════════
ITEM ADDITION
────────────────────────────────────────────────────────────
Similarly, pressing the 'F2' key after a category has been chosen will
cause a new item screen to appear. Now a new item will be added in the
present category.
The description on the new item screen follows a similar constraint of
maximum description. In System Setup (see p.21) the 'SKU/Items Desc.Width'
controls the actual number of characters that will appear. The absolute
maximum is 30 characters.
Next is the cost of the new item. Once the cost is entered, suggested
markups at that cost will appear on the far right. As the price is
entered the system will calculate your current markup% for the new item.
To change the suggested markup % see p.20.
The new item screen has several more boxes for the following information:
* Re-Order Point - If the stock level is at or below this value
this item will appear on the Stock 'Reorder
Information' report. See pp.17-19. A value of
of -1 or less is for non-stocked or 'don't care'
items.
* Re-Order Amount- Will be used in a future automatic purchase ordering
system.
* Current Stock Qty - If known, the present stock amount can be entered
at this time.
* Taxable - Using spacebar the item can be changed from taxable
to non-taxable.
* Location - A Bin or stock location of the new item. Up to
6 characters such as '23A123'.
* SKU Number - A 'Stock Keeping Unit' or reference number for this
item. This SKU can be directly entered in the
'SKU Entry' mode; avoiding the pop-up menus
(see p.5). Any combination of characters is valid
for the sku number. For example the item on the
previous page, 'wickett', could have a SKU of
'WICK1' or a SKU of '12345'. Either of these would
work. If your plans include using the system with
UPC barcodes then the barcode number could be
entered or scanned here. Barcodes will only scan
if the system is in 'SKU Entry' mode.
* Ordering Qty/Packs - The minimum qty or pack for reodering purposes
of the item. Will be used in forthcoming purchase
order system.
* Vendor List - The vendor from which the item is purchased can be
selected. If a new vendor, press F2 to add. Otherwise
pressing F8 will provide information on the
highlighted vendor.
ASCII Export Files 33
══════════════════════════════════════════════════════════════════════════════
The CJPOS system will create two ASCII files that can be imported into
a spreadsheet program such as Excel or Quicken. They are DAY_SALE.OUT
and DEPTTOTL.OUT. The column delimiter - space, comma, or tab - is
determined in System Setup (p.22).
DAY_SALE.OUT
────────────────────────────────────────────────────────────
This file is created when a 'Daily Sales' (p.10) option of
'Range of Dates' is selected. The columns are:
1) Sales date
2) Each tender method - CASH, CHECK, Visa/MC, Discover, AMEX,
House Charge, Store Coupon
3) SALES TAX
4) FEES charged for credit cards
5) PAYOUTS - total payouts recorded for the date
Below is an example created for the month of May 1996 using commas as
the column delimiter.
"Summary of Daily Sales : Monday , 05-01-95 TO Wednesday , 05-31-95"
"DATE","CASH","CHECK",....,"SALES TAX","FEES","PAYOUTS"
05-01-95,0,50.29,0,0,0,0,0,3.29,0,537.27
05-02-95,0,42.21,0,0,0,0,0,2.76,0,178.97
05-03-95,0,317.39,0,0,0,0,0,20.76,0,133.09
05-04-95,390.02,420.14,0,0,0,0,0,53,0,105.17
05-05-95,459.74,456.36,1707.77,0,0,0,0,169.47,33.49,1639.25
05-06-95,556.83,62.41,109.63,0,0,0,0,47.54,2.15,0
05-08-95,29.91,243.03,0,0,64.81,0,0,21.96,2.19,183.79
05-09-95,0,336.72,0,0,0,0,0,19.93,0,1922.72
05-10-95,21.35,0,0,0,0,0,0,1.4,0,51.27
05-11-95,0,82.36,209,0,0,0,0,18.79,4.1,142.79
05-12-95,1158.82,1028.67,0,0,0,0,0,143.1,0,1409.95
05-13-95,529.43,0,68.71,0,0,0,0,39.04,1.35,26
05-15-95,0,80.25,749.65,0,0,0,0,53.33,14.7,2061.05
05-16-95,26,74.79,201.02,0,0,0,0,17.78,3.94,20.7
05-17-95,42.2,153.77,0,0,0,0,0,12.82,0,63.89
05-18-95,1209.04,2420.02,0,0,0,0,0,79.1,0,164.12
05-19-95,441.58,215.07,0,0,0,0,0,42.96,0,1849.54
05-20-95,1319.25,0,61.07,0,0,0,0,90.22,1.2,0
05-22-95,58.8,786.02,0,0,0,0,0,55.27,0,15.94
05-23-95,0,491.33,265.34,0,367.25,0,0,72.36,17.63,2751.87
05-24-95,189.66,0,0,0,0,0,0,12.41,0,146.67
05-25-95,0,1025.44,0,0,0,0,0,67.08,0,118.2
05-26-95,74.85,86.87,117.82,0,0,0,0,18.14,2.31,1645.27
05-27-95,0,0,503.28,0,0,0,0,32.28,9.86,12.73
05-30-95,0,119.33,0,0,0,0,0,7.81,0,49.37
05-31-95,0,91.51,512.22,72,0,0,0,43.41,12.15,1907.67
ASCII Export Files / ACCOUNTING 34
══════════════════════════════════════════════════════════════════════════════
DEPTTOTL.OUT
────────────────────────────────────────────────────────────
This file is created when a 'Sales Analysis' (p.11) report is
created. This file contains the totals by department for the
date range of the report. The columns are:
1) Sales date
2) Total of each department in the system
Below is an example using commas as the delimiter.
Department Totals For Sunday 05-21-95 To Saturday 05-27-95
DATE,Labor,Ex...ngine,Trans & Axle,Electrical,Tuneup,Misc,Heat/Cooling
19960522,245,72.91,0,128.2,0,0,0,66.43,0,0,277.01,0,0
19960523,576.5,86.71,16.9,132.8,0,0,0,64.8,0,1.2,75.22,79.8,0
19960524,142,12.4,0,0,0,0,0,0,0,0,22.85,0,0
19960525,709,78.48,0,0,0,0,93.85,0,33.9,0,8.13,35,0
19960526,120,69.95,0,0,0,0,0,1.19,0,67.95,0,0,0
19960527,157.5,6.14,0,113.8,183.7,0,0,0,0,0,0,0,0
Accounting Menu - Vendor Edit
────────────────────────────────────────────────────────────
Select this option to add new vendors to your system. During
item addition or when paying out the appropiate vendor can
then be selected.
ACCOUNTING / VOIDS / REPRINTS 35
══════════════════════════════════════════════════════════════════════════════
Store Account Payments
────────────────────────────────────────────────────────────
A sale in which 'Store Account Charge' was a type of payment is stored
for later payment. Selecting 'Accounting' from the main screen and
then 'Store Acct Payment' will provide a list of those accounts
payable. Select the account for which a payment is being made. If the
customer has more than one account payable and the payment is
greater than the account selected then the payment will be applied
to the other outstanding accounts as well. For example: John's Cleaning
has two invoices on account - #101 for $120.00 and # 180 for $ 80.00.
He makes a payment of $ 150.00. Selecting the #101 invoice, we see the
total Store Charges of $200. Applying the $150 payment the first
invoice, # 101, is paid in full and for the second invoice, # 180, the
balance due is reduced from $ 80.00 to $ 50.00. The POS system
will then print an invoice receipt acknoledging the $ 120.00 invoice
as paid in full while the balance due on the $ 80.00 invoice is now
$ 50.00.
List Accounts
────────────────────────────────────────────────────────────
This option allows a list & then print of Store Accounts individually or
all outstanding accounts. The first two options - Customer Name &
Customer Number - will list individual outstanding accounts by Name
or Customer number respectively. Selecting an account will print the
details of that account. 'Print All Account' will print all outstanding
accounts with individual invoices listed. The printout from any of the
three options could be used to send as a bill to the customer. The
Account Statement can be limited to a beginning date.
Canceling or Voiding / Returns / Exchanges
────────────────────────────────────────────────────────────
Press the 'END' key to bring up the 'Sale Options' menu.
Select 'VOID' from this menu, and then enter the invoice
number to be voided. Voids can only be done for invoices
created during the present day; otherwise a 'Return' invoice
must be created. Returns or exchange receipts are processed
as negative quantities. The 'F7 - Toggle Return / Exchange'
forces a negative quantity to be entered when turned on (The display
label turns red for "on" and a light grey for "off").
Reprinting An Invoice
────────────────────────────────────────────────────────────
To reprint a prior invoice press the 'END' key to bring up the
'Sale Options' menu. Select 'Reprint' from this menu, and then
enter the invoice number. A duplicate receipt will then be printed.
LAYAWAY ACCOUNTS 36
══════════════════════════════════════════════════════════════════════════════
────────────────────────────────────────────────────────────
LAYAWAY ACCOUNTS
────────────────────────────────────────────────────────────
SETUP:
Store layaway accounts can be set by selecting 'Layaways'
from the 'Sale Options' menu by pressing END.
The 'New Layaway Account' option will be available if there is
a receipt ready on screen. The deposit amount or % down will
then be inquired. After tendering the downpayment, the customer
information will be prompted. Lastly, the Layaway invoice will
be printed.
PAYMENTS:
Payments on Layaway accounts are received by choosing the
'Layaway Payment Option' after selecting 'Layaways' from the END-
Sale options menu. The Layaway account for payment can be recalled
by either number or customer name. The payment is then tendered
and a receipt printed.
CANCELATION:
A Layaway can be canceled by recalling the Layaway by name or
number once in the Layaway menu. The customer can be charged for
a cancelation fee against the refund of their payments.
SYSTEM RESET 37
══════════════════════════════════════════════════════════════════════════════
To clear all sales history information,type in the following
from the C:\CJPOS> prompt:
CJ_START /RESET
Only employees whose status is 'MG' or manager will be allowed
to run the reset. After the employee # and password check,
selecting "ALL" will clear all sales history related files.
However, the following files will be prompted for clearing:
CUSTOMER.DBF - the master customer name file.
ESTCUST.DBF - The customers who have estimates in the system.
ESTIMATE.DBF - The items/labors for the estimates in the system.
ZIPCODES.DBF - The zipcodes of cities that the system has seen.
NORMALLY NOT RESET.
VENDORS.DBF - The names of vendors loaded into the system.
All the stock/sku numbers, departments, categories, system setup
values & switches, employees, inventory information, and
sku sets/kits will remain after the reset.
An option to reset the Average Cost back to the current Stock
cost can also be run. The system uses the average cost when
calculating cost of goods sold in the Sales Analysis report.
Notes 38
══════════════════════════════════════════════════════════════════════════════
HARDWARE REQUIREMENTS
────────────────────────────────────────────────────────────
The CJPOS system needs an MINIMUM of 3 Meg hard disk space to run.
Naturally as more receipts are written, the program can grow
over 3 Meg in size.
* 640 K of RAM is required. 560 K free RAM when starting program is
recommended. The FILES= in your CONFIG.SYS should be at least 40.
* DOS 3.30 or higher for the operating system.
* 80286 or later micropressor.
SCREEN SAVER
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The file SAVER.TXT can be edited using a text editor such as the
EDIT.COM supplied with DOS 5.0 and later. To edit from the command
prompt: C:\CJPOS>EDIT SAVER.TXT
Any number of lines can be in this file but it must have at least
one line.
DATA BACKUP
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Since this program is valuable tool for your business, all the
database information should be *BACKED UP EVERY NIGHT*! This
author worked a POS support Helpdesk for 2 years; hard drives do
break! Some systems failed to have a good backup & all data was
lost. Don't let this happen to you. The CJPOS.BAT file which runs
the system is already configured to PKZIP the databases to the root
directory of your C: drive as CJPOSDBF.ZIP. When closing the system
the POS looks for a floppy disk in drive A:. If a disk is found then
an additional backup is performed to that diskette. If your desired
backup drive is B: then line 6 in CJPOS.BAT must be changed to:
CJPOS2 B
INTERNATIONAL OPERATION
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During initial installation if the system has COUNTRY.SYS running,
the system will configure itself the computers' country. If applicable,
The international date format of dd-mm-yy would be used with the system
instead of the usual U.S. date format of mm-dd-yy. To force the POS system
to the dd-mm-yy style you must go to 'System Setup' and then
'System Control Switches'. The currency symbol, i.e. $, £, ¥ would
also be set in the CONTROL.DBF 'CURRSYMBOL' field if the computer is
properly configured.
Notes 39
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CJPOS RECOMMENDED SYSTEM CONFIGURATION
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We have worked with many clients whose systems are not configured
optimally; resulting in the 'Low Conventional Memory' warning upon
startup of the system. Cuyahoga Computing recommends the following
for the CONFIG.SYS file:
DEVICE=C:\DOS\HIMEM.SYS
DOS=HIGH,UMB
DEVICE=C:\DOS\EMM386.EXE NOEMS
BUFFERS=40
FILES=60
STACKS=9,256
The first three lines are EXTREMELY CRITICAL for optimum memory usage.
Any other device drivers should follow after the STACKS= line. It is
recommended that SMARTDRV.EXE (DOS 6.0 and later) be loaded from the
AUTOEXEC.BAT file, otherwise for DOS 5.0 machines add a
DEVICEHIGH=C:\DOS\SMARTDRV.SYS 1024 1024
line to the end of the CONFIG.SYS. It is
************************************************************************
** EXTREMELY, STRONGLY RECOMMENDED THAT YOU DO NOT USE DOUBLESPACE OR **
** STACKER ON YOUR SYSTEM (DBLSPACE.SYS OR STACKER.EXE) !! WE CANNOT **
** EMPHASIZE THIS ENOUGH ! IF YOU NEED ADDITIONAL SPACE THEN BUY AN **
** ADDITIONAL HARD DRIVE. HARD DRIVES ARE INEXPENSIVE NOWADAYS. **
** EITHER DOUBLESPACE OR STACKER ARE MEMORY HOGS THAT SLOW THE SYSTEM **
** DOWN 25% AND CAN CAUSE A LOT OF HEADACHES **
** (AND HEARTARCHES WHEN THEY FAIL!) **
************************************************************************
The AUTOEXEC.BAT file should be something like:
PROMPT $p$g
SET COMSPEC=C:\DOS\COMMAND.COM
SET TEMP=C:\
SET PKTMP=C:\
PATH C:\;C:\DOS;C:\WINDOWS;
SMARTDRV 2048 2048 /X
Your PATH statement will vary for your exact machine.
Notes 40
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────────────────────────────────────────────────────────────────────────
CJPOS DEALER INFORMATION
────────────────────────────────────────────────────────────────────────
Dealers can create a DEALER.TXT file & modify the CJPOS.BAT by
changing the line:
CJPOS1 ──> to ──> CJPOS1 D
This will put your info upon program exit. This way you can set your
own resale price & have the client contact you.
See the VENDOR.DOC for a discount schedule on multiple sales of
the CJPOS system.
────────────────────────────────────────────────────────────────────────
────────────────────────────────────────────────────────────
PRINTING THIS FILE
────────────────────────────────────────────────────────────
The embedded print codes in this file are for a generic Epson style
printer.
For HP Printers use: E&l2A&s1C(s10U&k0G(4168T
Move them to the first line of the file,
replacing the Epson printer commands: @x1t1