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---------------------------------------------------- Max POS - Retail Point of Sale and Inventory Management System ---------------------------------------------------- Browning Ware 220 Kyser Avenue Bessemer, AL 35020 USA ---------------------------------------------------- Telephone: (205) 428-1009 Email: kenbrow@cris.com ---------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 2 1. _D_I_S_C_L_A_I_M_E_R This software and manual are sold "as is" and without warranties as to performance or merchantability. The seller's sales-person may have made statements about this software; any such statements do not constitute warranties and shall not be relied on by the buyer in deciding whether to purchase this program. This program is sold without any express or implied warranties whatsoever. Because of the diversity of conditions and hardware under which this program may be used, no warranty of merchantibility or fitness for a particular purpose is offered. The user is advised to test the program thoroughly before relying on it. The user must assume the entire risk of using the program. Any liability of seller or manufacturer will be limited exclusively to product replacement or refund of the purchase price. Browning Ware 220 Kyser Avenue Bessemer, AL 35020 (205) 428-1009 kenbrow@cris.com *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 3 2. _R_e_g_i_s_t_r_a_t_i_o_n ---------------------------------------------------- Browning Ware 220 Kyser Avenue Bessemer, AL 35020 USA Telephone: (205) 428-1009 Email: kenbrow@cris.com ---------------------------------------------------- Please Print Store Information EXACTLY as you want it to appear in your software. Store Name: _________________________________________ Address: _________________________________________ City/State/Zip: _________________________________________ Phone: _________________________________________ --------------------------------------------------------- | Max POS Registration | $125.00 | --------------------------------------------------------- | Shipping/Handling | N/C | --------------------------------------------------------- | Total Due | $125.00 | --------------------------------------------------------- Payment Type: Check/MO Visa/MC Discover Amex Card Owner Name: _________________________________________ Card Number: _________________________________________ Expiration: _________________________________________ Signature: X________________________________________ Ship To: (If different from above) Name: _________________________________________ Address: _________________________________________ City/State/Zip: _________________________________________ For registering Max POS, you will receive the latest version of the software, customized with your store information along with a professionally bound User Guide. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 4 3. _I_n_t_r_o_d_u_c_t_i_o_n Max Point of Sale System is a robust, full-featured, multi- user retail point of sale system. Ease of use and simplicity in design make it simple to set up and use, even by beginners. Max POS is a flexible Point of Sale software package that will enable your PC to emulate an electronic cash register. You can be confident that Max POS will perform. It works. It does what we say it will do, We are not trying to sell our system on what it might be able to do tomorrow or next month, but on what it can do for you today. Max POS offers you cutting-edge features without the need to impress you with "vaporware" or promises that somehow never comes true. You can be confident that Max POS will help you manage your business more efficeintly and profitably. 3.1 _M_A_X _P_o_i_n_t _o_f _S_a_l_e _F_e_a_t_u_r_e_s +o Intuitive, easy to use pull down menus and pick lists +o Context sensitive help throughout +o Complete sales and inventory data for each item in each location. +o Full-featured POS system with receipt printer support +o Industry standard cash drawer support +o Extensive reporting capabilities with on-screen viewing +o Optional customer database +o Easy discounting +o Dastabase size limited only by disk space. +o 2-Tiered security +o Multi-user, networkable +o Store name printed on all receipts and reports +o Configurable payment types +o Split tender capabilities *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 5 4. _S_y_s_t_e_m _R_e_q_u_i_r_e_m_e_n_t_s The following are the minimum requirements necessary to run Max POS: +o IBM PC or Compatible, 80386 or better +o 2 Megabytes RAM +o MS-DOS 3.1 or higher +o 80 megabyte hard disk +o 3.5" floppy drive +o Citizen 40 Column Receipt Printer (or compatible) +o Printer (HPLJ or Epson compatible) +o Standard VGA monitor (Color not required but strongly recommended) +o (Optional) Bar Code reader/scanner *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 6 5. _I_n_s_t_a_l_l_i_n_g _M_a_x _P_O_S: 5.1 _S_t_a_n_d-_a_l_o_n_e _I_n_s_t_a_l_l_a_t_i_o_n The stand-alone installation of Max POS is a very simple process. 1. Insert the Max POS floppy into drive A: or B: Log to that drive by entering A: <RETURN> or B: <RETURN>/ 2. Enter the following: INSTALL C: <RETURN> To install to a hard disk other than C:, replace the C: above with that drive's identifier. At the end the short install program, you will have created the following directory structure on your hard disk: \MAX <------ Program file \MAX\DBF <------ Databases and indexes To run Max POS, do the following: Log back to the hard disk by entering C: <RETURN>. Change directories by entering CD MAX <RETURN> Run the program, MAX <RETURN> *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 7 5.2 _L_a_n_t_a_s_t_i_c _N_e_t_w_o_r_k _I_n_s_t_a_l_l_a_t_i_o_n For a Lantastic installation you should set up all machines to be both SERVERs and WORKSTATIONs. Each cash register machine must have its own receipt printer and cash drawer. The receipt printer should hang off the server. ---------- ---------- | Cash |-------------| File | | Register | | Server | ---------- ---------- | | | | | | ---------- ---------- | Receipt | | Report | | Printer | | Printer | ---------- ---------- | | ---------- | Drawer | ---------- Each workstation must be able to print receipts and have the capability to print reports to the report printer on the server. On the workstations, set the local receipt printer as a network printer on LPT1 and associate the report printer with LPT2. To install the software, follow steps 1-4 above for each workstation. 5.3 _N_e_t_w_o_r_k _I_n_s_t_a_l_l_a_t_i_o_n The network installation of Max POS is a very simple process. 1. Insert the Max POS floppy into the workstation floppy drive A: or B:. Log to that drive by entering A: <RETURN> or B: <RETURN>/ 2. Enter the following: WS_INST C: <RETURN> To install to a hard disk other than C:, replace the C: above with that drive's identifier. At this time you are still installing to the WORKSTATION! 3. Install the files to the server by entering the following: *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 8 SRV_INST <SERVER_DRIVE> <RETURN> Replace <SERVER_DRIVE> with the identifer of the server hard disk. At the end the short install programs, you will have created the following directory structures on your workstation and file server hard disks: Workstation: \MAX <------ Program file File Server \MAX\DBF <------ Databases and indexes To run Max POS, do the following: Log back to the workstation hard disk by entering C: <RETURN>. Change directories by entering CD \MAX <RETURN> Run the program, MAX <RETURN> *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 9 6. _A _F_e_w _B_a_s_i_c_s To avoid repetition in this manual, the following are a few basic operational rules that will apply throughout the Max POS software. 6.1 _K_e_y_b_o_a_r_d The PC keyboard is similar to a typewriter keyboard, with a few important differences. The letters, numbers and symbols are in the standard positions. The numbers on the numeric keypad are identical to those on the main keyboard and may be used interchangeably. The <NUMLOCK> key acts like a <SHIFT LOCK> key for the numeric keypad, and serves to switch these keys between entering numbers and functioning as cursor movement keys. The <INS> key and the <DEL> key enable you to insert and delete characters. Some commands that are useful for moving around the screen while entering or editing data are listed below: ----------------------------------------------------------- | COMMAND KEYS FUNCTION | ----------------------------------------------------------- | ctrl-e or up arrow | move to previous field | ----------------------------------------------------------- | ctrl-x or down arrow | move to next field | ----------------------------------------------------------- | ctrl-s or left arrow | move one character to left | ----------------------------------------------------------- | ctrl-d or right arrow | move one character to right | ----------------------------------------------------------- | ctrl-a or home | move one word to the right | ----------------------------------------------------------- | ctrl-g or del | delete character at cursor | ----------------------------------------------------------- | backspace | delete character to the left| ----------------------------------------------------------- | ctrl-t | delete word | ----------------------------------------------------------- | ctrl-y | delete words to the right | ----------------------------------------------------------- | ctrl-v or ins | toggle INSERT mode | ------------------------------------------------------------- 6.2 _E_n_t_e_r_i_n_g _D_a_t_a When you are entering data, each field has a maximum allowable length, indicated by a reverse video box. If you type fewer characters than the maximum, you must press <RETURN> or use one of the above mentioned editing commands *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 10 to move to the next or previous data item. However, if you fill the field completely, the program will advance the cursor to the next field automatically. 6.3 _M_e_n_u_s Max POS utilizes an intuitive, user friendly menu system. Navigate the various menus using the directional keypad Left Arrow, Right Arrow, Up Arrow or Down Arrow keys. Place the highlighted bar over the desired menu option and press <ENTER>. 6.4 _N_u_m_e_r_i_c _I_n_p_u_t True numeric data is input much the same way as you would enter numbers on a calculator. The last two digits entered are always positioned to the right of the decimal point. For example to enter 12.95, press 1, then 2 then 9 and then 5. Do not try to insert a decimal point as it will be ignored. 6.5 _A_l_p_h_a_n_u_m_e_r_i_c _F_i_e_l_d_s An alphanumeric field is one that accepts both letters and numbers. A few fields that appear to be numeric, are treated as alphanumeric by Max POS for data input purposes. Some examples of this are CUSTOMER NUMBER, STOCK NUMBER, etc. 6.6 _F_i_e_l_d_s The data entry routines were designed such that the incorrect type of data cannot be entered into a field. For example, an invalid date, such as 02/30/95 will not be accepted by Max POS. 6.7 _F_u_n_c_t_i_o_n _K_e_y_s The function keys normally run along the top of the PC keyboard and are labeled F1, F2, F3, all the way up to F12 on most keyboards. Max POS utilizes several of the function keys to carry out certain operations. +o F1 - Help +o F3 - Toggle DISCOUNT on/off (from POS Screen) +o F4 - Toggle RETURN on/off (from POS Screen) +o F6 - Delete LINE ITEM (from POS Screen) *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 11 +o F7 - TOTAL key (from POS Screen) +o F12 - Toggle the order when selecting from a pick list. 6.8 _P_i_c_k _L_i_s_t_s The thing that you will probably use the most with Max POS is the pick list. A pick-list is simply a window on the screen that displays a few columns of data from each record in a database. While using MAX POS and a field is required and you aren't sure or don't know what to enter, press <ENTER> on the blank field and a list of possible entries will pop up on the screen. After the pick list is displayed, use the directional keys to scroll through the list. 6.8.1 _S_p_e_e_d _S_e_a_r_c_h For faster item selection, enter the first few characters of the item and the highlighted bar will pop right to the item that you are looking for. Note: speed search lookups are case sensitive. All pick lists are controlled by indexes that cause the information in the list to be presented in a specific order. Some pick lists will display information in two different orders by pressing the <F12> key. The controlling order is always displayed in the lower right-hand corner of the pick list window. Once you have located the desired record, position the highlighted bar on it and press <ENTER>. To remove the pick list from the screen without making a selection, press the <ESC> key. 6.9 _E_S_C _K_e_y The <ESC> key is normally located in the extreme top left corner of the PC keyboard. Throughout Max POS you will use the <ESC> key to back out or "escape" from the current operation. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 12 7. _S_e_t_t_i_n_g _u_p _M_a_x _P_O_S After you have planned out your system using the System Setup Information Worksheets, perform the following steps in order and you will be ready to run! Each step in the process of setting up Max POS is a section in this manual. The following steps refer to the manual sections when relevant. 7.1 _S_e_t_t_i_n_g _U_p - _S_t_e_p _1 Install the software. Refer to "Installing Max POS". 7.2 _S_e_t_t_i_n_g _U_p - _S_t_e_p _2 Setup system passwords. Refer to "Password Maintenance". 7.3 _S_e_t_t_i_n_g _U_p - _S_t_e_p _3 Run Setup and create pertinent store and system information. Refer to "System Setup". 7.4 _S_e_t_t_i_n_g _U_p - _S_t_e_p _4 Enter Clerk information. Refer to "Clerk Database". 7.5 _S_e_t_t_i_n_g _U_p - _S_t_e_p _5 Enter Customer information. Refer to "Customer Database". 7.6 _S_e_t_t_i_n_g _U_p - _S_t_e_p _6 Enter Inventory information Refer to "Inventory Database". 7.7 _S_e_t_t_i_n_g _U_p - _S_t_e_p _7 Enter Discount information. Refer to "Discount Database" *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 13 7.8 _S_y_s_t_e_m _S_e_t_u_p _I_n_f_o_r_m_a_t_i_o_n _W_o_r_k_s_h_e_e_t #_1 Receipt Printer Port: LPT___ (usually 1 or 2) Report Printer Port: LPT___ (usually 1 or 2) Sales Tax Rate (in %): ___________ Payment Types: 01 Cash 02 Check 04 ____________________________________ 05 ____________________________________ 06 ____________________________________ 07 ____________________________________ 08 ____________________________________ 09 ____________________________________ 10 ____________________________________ Till Amount: $______.____ *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 14 7.9 _S_y_s_t_e_m _S_e_t_u_p _I_n_f_o_r_m_a_t_i_o_n _W_o_r_k_s_h_e_e_t #_2 Clerk Information: ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) ID (4) ______ Name (40) _________________Level 1 or 2 (2 = Supervisor) Password Information User ID (Up to 20) ____________________ Password (up to 10) ____________ User ID (Up to 20) ____________________ Password (up to 10) ____________ User ID (Up to 20) ____________________ Password (up to 10) ____________ User ID (Up to 20) ____________________ Password (up to 10) ____________ User ID (Up to 20) ____________________ Password (up to 10) ____________ *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 15 7.10 _S_y_s_t_e_m _S_e_t_u_p _I_n_f_o_r_m_a_t_i_o_n _W_o_r_k_s_h_e_e_t #_3 Dept Code Description --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- --------- --------------------------------------------- Dept Category Category Description Code Code ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- ------ ------ ----------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 16 8. _C_a_s_h _R_e_g_i_s_t_e_r _F_u_n_c_t_i_o_n_s The cash register functionality is the heart of Max POS. Once you have all your databases populated, you are ready to begin processing transactions using the Point of Sale. From the Point of Sale you will sell items, make refunds, do paid outs and all the other stuff that you would associate with a cash register. The register software has been designed to make every action as intuitive and failsafe as possible. Access the register functions by placing the light-bar on the main menu item "POS" and then select "Register" from the drop-down menu. 8.1 _C_a_s_h _R_e_g_i_s_t_e_r _S_a_l_e_s The following steps are a description of how to do sales with Max POS. For the most part, the process is very straight-forward and logically implemented. 8.1.1 _E_n_t_e_r _C_l_e_r_k _I_D The first step in entering the register area, is to enter valid Clerk ID. 8.1.2 _S_e_l_e_c_t _T_r_a_n_s_a_c_t_i_o_n _T_y_p_e Select "Sales" from the "Select Trans Type" menu. 8.1.3 _S_e_l_e_c_t _C_u_s_t_o_m_e_r The cursor will be sitting in the customer ID field. If you know the customer ID, enter it here. Otherwise, press <ENTER> and a pick-list will appear. Select the correct customer and press <ENTER> 8.1.4 _E_n_t_e_r_i_n_g _I_t_e_m_s The cursor will be sitting in the STOCK # field. Enter a valid stock number or press <ENTER> for a pick-list. 8.1.5 _R_e_t_u_r_n_s At any time after CUSTOMER Identification and before pressing the Total (F7) key, the <F3> key will turn RETURN Mode on. While in RETURN Mode, inventory items that are being returned for refund or exchange can be entered. When RETURN Mode is ON, a notice of this fact can be seen by the blinking red indicator at the bottom of the screen. Make sure that you turn it off when you are finished with the return items. 8.1.6 _D_i_s_c_o_u_n_t_s At any time after CUSTOMER Identification and before pressing the Total (F7) key, the <F2> key will turn Discount Mode on. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 17 When the <F2> key is pressed, the cursor will be in the DISCOUNT CODE field. Enter a valid DISCOUNT CODE, or press <ENTER> for a pick-list. While in DISCOUNT Mode, each inventory items entered is automatically discounted by the amount or percantage selected. When DISCOUNT Mode is ON, a notice of this fact can be seen by the blinking red indicator at the bottom of the screen. Make sure that you turn it off when you are finished with the return items. 8.1.7 _D_e_l_e_t_e _I_t_e_m From time to time you will need to delete an inventory item from the current transaction. The customer may change his mind or the clerk may enter the wrong stock number. Instead of voiding the sale and starting over, press the <F6> key to bring up a pick-list of items already entered. Place the light bar on the correct item and press <ENTER>. Line items may be deleted any time prior to pressint the TOTAL <F7> key. 8.1.8 _T_o_t_a_l When all the items being purchased and/or returned have been entered, press <F7> to bring up the TOTAL SCREEN. 8.1.9 _S_p_l_i_t _T_e_n_d_e_r Once you have the TOTAL SCREEN up, the cursor will be sitting in the SPLIT TENDER box. A split tender occurs when the customer wants to split how he is paying for the sale. For example, the total sale is $20.00 and the customer wants to pay $10.00 cash and write a check for the remaining $10.00. To split the tender, answer Y in the SPLIT TENDER field. If you answer Y in the split tender field, the split tender input box will appear on the screen. Enter the correct amounts beside the corresponding payment types, then keep pressing <RETURN> until the "Tender OK" box appears. If everything was entered correctly, enter Y or if you want to change something enter N. 8.1.10 _A_m_o_u_n_t _T_e_n_d_e_r_e_d If this is not a split tender, you now have to enter the amount given to you as payment by the customer. Enter the correct amount and press <ENTER>. 8.1.11 _P_a_y_m_e_n_t _T_y_p_e If this is not a split tender, you now have to enter the payment type. If you don't remember the correct Payment Type Code, press <ENTER> for a pick list. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 18 8.1.12 _C_o_m_p_l_e_t_e _t_h_e _S_a_l_e! If everything is OK, answer Y to the "Complete?" question, otherwise answer N to redo the tender information. 8.1.13 _S_a_l_e_s _R_e_c_e_i_p_t ----------------------------------------- | Ken's Store | <-- Store Info | 220 Kyser Avenue | | Bessemer, AL 35020 | | (205) 428-1009 | | | | Adams, Ron | <-- Customer Name | | | 0105 | <-- Stock # | 4 floppy IDE, 4FDD/2 35.00 | <-- Descr/Price | 123001 | <-- Stock # | Ne2000 Ethernet Comb 70.00 | <-- Descr/Extended | 2@ 35.00 | <-- Qty @ Price | 2004 | <-- Stock # | Floppy drive, Teac 1 34.00 | <-- Descr/Price | | | Sub Total: 139.00 | <-- Sub Total | Tax: 11.12 | <-- Sales Tax | Total: 150.12 | <-- Total | | | 01 Cash 151.00 | <-- Pmt Type/Tender Amt | | | CHANGE 0.88 | <-- Change | | | 01 000051 1206 01 | <-- Trans Type/Trans #/ | | Clerk ID/Reg # | 06/27/95 09:01 | <-- Date/Time | | | THANK YOU!!! | ----------------------------------------- 8.2 _M_i_d _V_o_i_d At any time prior to pressing the TOTAL <F7> key the transaction can be "Mid Voided", or voided prior to completion by pressing the <ESC> key. 8.3 _P_a_i_d _O_u_t Paid outs occur when money is taken from the cash drawer during the course of the business day to pay vendors, send out for emergency supplies or any number of other reasons. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 19 8.3.1 _E_n_t_e_r _C_l_e_r_k _I_D The first step in entering the register area, is to enter valid Clerk ID. 8.3.2 _S_e_l_e_c_t _T_r_a_n_s_a_c_t_i_o_n _T_y_p_e Select "Paid Out" from the "Select Trans Type" menu. 8.3.3 _E_n_t_e_r _A_m_o_u_n_t Enter the amount being removed from the drawer, and press <ENTER>. Upon confirmation, the transaction will be completed, the cash drawer will open, and a receipt will print. Remove tha cash and place the receipt into the drawer so that you will have something to account for the cash that was removed. 8.3.4 _P_a_i_d _O_u_t _R_e_c_e_i_p_t ----------------------------------------- | Ken's Store | <-- Store Info | 220 Kyser Avenue | | Bessemer, AL 35020 | | (205) 428-1009 | | | | Paid Out: 12.75 | <-- Paid Out Amount | | | P A I D O U T | | | | 02 000052 1206 01 | <-- Trans Ttype/Trans # | | Clerk ID/Reg # | 06/27/95 09:02 | <-- Date/Time | P A I D O U T | | THANK YOU!!! | ----------------------------------------- 8.4 _N_o _S_a_l_e A No-Sale occurs when you just need to open the cash drawer. By recording transactions every time the drawer is opened, you have a record to refer back to should you ever need to. 8.4.1 _E_n_t_e_r _C_l_e_r_k _I_D The first step in entering the register area, is to enter valid Clerk ID. 8.4.2 _S_e_l_e_c_t _T_r_a_n_s_a_c_t_i_o_n _T_y_p_e Select "No Sale" from the "Select Trans Type" menu. The cash drawer will open and a receipt will be printed. 8.4.3 _N_o _S_a_l_e _R_e_c_e_i_p_t ----------------------------------------- | Ken's Store | <-- Store Info | 220 Kyser Avenue | | Bessemer, AL 35020 | *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 20 | (205) 428-1009 | | | | N O S A L E ! ! ! | <-- No Sale! | | | 03 000054 1206 01 | <-- Trans Type/Trans # | | Clerk ID/Reg # | 06/27/95 09:03 | <-- Date/Time | | | THANK YOU!!! | ----------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 21 9. _V_o_i_d_i_n_g _a _T_r_a_n_s_a_c_t_i_o_n Any register transaction can be voided at any time prior to the running of "Close Day" by a Level 2 (Supervisor) clerk. To void a transaction, select "POS" from the main menu, then select "Void" from the pull-down. Use the cursor control keys to select the transaction to be voided and press <ENTER>. Upon confirmation of the void, the transaction will be voided and a receipt to that effect will be printed. ---------------------------------------- | Ken's Store | <-- Store Info | 220 Kyser Avenue | | Bessemer, AL 35020 | | (205) 428-1009 | | | | VOIDED: 000051 | <-- Voided Trans # | | | 000051 1206 01 | <-- Trans #/Clerk ID | | <-- Register # | 06/27/95 17:44:17 | <-- Date/Time | | | VOIDED TRANSACTION | ---------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 22 10. _S_t_a_t_u_s The STATUS function allows you to take an up-to-the-minute reading of your business day. To access the Status function, position the light-bar to the "POS" on the main menu and press <ENTER>. The move the light bar down the drop-down menu to "Status" and press <ENTER> The following is an example of the status screen: |TRANSACTION STATUS SCREEN|------------------------------------------ | | | Net Sales :$ 4318.00 01 Cash 279.57 | | Returns :$ -37.80 02 Check 1250.00 | | Paid Out:$ -18.75 03 MC/Visa 1000.00 | | Tax:$ 345.44 04 Amex 1000.00 | | 05 Discover 1000.00 | | 06 Trav-Ck/Money Order 100.00 | | # Sales: 3 07 Gift Cert. 15.12 | | # Mid Voids: 0 | | # Voids: 0 | | # No Sales: 0 | | # Returns: 1 | | # Checks: 1 Total In Drawer: 4844.69 | | Base Fund: -200.00 | | Daily Receipts: 4644.69 | | | --------------------------------------------------------------------- 10.1 _N_e_t _S_a_l_e_s This total reflects the total sales for the day minus any returns/refunds. 10.2 _R_e_t_u_r_n_s This total reflects the total amount of returns for the day. 10.3 _P_a_i_d _O_u_t The total amount of "Paid Outs" for the day. 10.4 _T_a_x This total reflects the total amount of sales tax collected. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 23 10.5 # _S_a_l_e_s This is a tally of the total number of sales transactions. 10.6 # _M_i_d _V_o_i_d_s This is a tally of the total number of mid-voids, i.e., sales transactions that were aborted in mid-stream. 10.7 # _V_o_i_d_s This is a tally of the total number of voided transactions. 10.8 # _N_o _S_a_l_e_s This is a tally of the total number of "NO SALE" transactions. 10.9 # _R_e_t_u_r_n_s This is a tally of the total number of RETURN transactions. 10.10 # _C_h_e_c_k_s This is a tally of the total number of checks received for the day. 10.11 _0_1 _C_a_s_h This is a total of the CASH received for the day. 10.12 _0_2 _C_h_e_c_k This is a total value of the CHECKS received for the day. 10.13 _O_t_h_e_r _P_a_y_m_e_n_t _T_y_p_e_s Depending on your setup, you may have more payment types listed. 10.14 _T_o_t_a_l _I_n _D_r_a_w_e_r This is the total amount that should currently be in the drawer. This total reflects cash, checks, other payment types plus the till amount. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 24 10.15 _B_a_s_e _F_u_n_d The Till Amount, the amount that is in the drawer at the start of each business day. 10.16 _D_a_i_l_y _R_e_c_e_i_p_t_s The total receipts for the day. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 25 11. _C_a_l_e_n_d_a_r This menu function presents a calendar of the current month on the screen with the current date highlighted. Use the Up/Down arrow keys to go to previous or future months. This calendar is for reference purposes only. It does not in any way add or change any data in your databases. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 26 12. _D_a_t_a_b_a_s_e _M_a_i_n_t_e_n_a_n_c_e The heart of MAX POS is the data maintained in your databases. MAX POS, while a very intelligent software package, is not a see-all do-all program. Every thing doesn't just happen as if by magic. You, the user, must be dilligent and consistent if your data is to be kept up to date. Your ON-HAND numbers will be adjusted as items are sold or returned but when you get in new stock, you MUST adjust the quantities manually. It is also a good idea to periodically inventory your entire stock and make adjustments where necessary. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 27 13. _I_n_v_e_n_t_o_r_y _D_a_t_a_b_a_s_e Access the Inventory Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Inven and pressing <ENTER>. 13.1 _A_d_d_i_n_g _A_n _I_n_v_e_n_t_o_r_y _I_t_e_m Access the Add screen pressing the <Insert> key when the Inventory pick list is displayed. 13.2 _E_d_i_t_i_n_g _A_n _I_n_v_e_n_t_o_r_y _I_t_e_m From the Inventory pick-list use the directional keys to position the light bar on the field that you want to edit, then press <ENTER>. 13.3 _D_e_l_e_t_i_n_g _A_n _I_n_v_e_n_t_o_r_y _I_t_e_m From the Inventory pick list use the directional keys to position the light bar on the Inventory item that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 13.4 _I_n_v_e_n_t_o_r_y _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Inventory Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 13.4.1 _S_t_o_c_k _N_u_m_b_e_r The Stock Number is a unique alphanumeric identifier that is assigned for each inventory item. Some items, such as books and recordings, already have ISBN numbers that are good choices to use. It is best to come up with a uniform numbering scheme to use for assigning stock numbers. 13.4.2 _D_e_p_a_r_t_m_e_n_t The DEPARTMENT NUMBER is a 6-digit number assigned in the Department and Category databases. 13.4.3 _D_e_s_c_r_i_p_t_i_o_n _L_i_n_e _1 Enter a description of the product here. Again it is best to think through how the descriptions should be entered as some reports can be printed in Description order. For example, the following items would be printed correctly: Widget, Small Widget, Large Widget, One Size Fits All *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 28 13.4.4 _D_e_s_c_r_i_p_t_i_o_n _L_i_n_e _2 Enter any supplemental description information here. 13.4.5 _O_n _H_a_n_d This field represents the quantity on hand of the item. 13.4.6 _O_r_d_e_r _L_e_v_e_l This number represents the level at which you will need to reorder this item. 13.4.7 _S_t_o_c_k _L_e_v_e_l This number represents the level at which you want to maintain your inventory. Using this field in conjunction with the Order Level field, reordering inventory will be made much easier. For example, you have an item with the Order Level set to 6, and the stocking level set to 12 and your current quantity on hand is 5. When you print the Reorder Report, this item will be listed and it will tell you that you need to order 7 of this item to bring it up to the stock level. 13.4.8 _T_a_x_a_b_l_e If the item is non-taxable enter an N here, otherwise enter a Y. 13.4.9 _R_e_t_a_i_l _P_r_i_c_e The price at which you will be selling this item. 13.4.10 _W_h_o_l_e_s_a_l_e _C_o_s_t The price that you paid for the item. 13.4.11 _V_e_n_d_o_r _I_D This is a Vendor ID code that was set up in the Vendor Database. 13.4.12 _V_e_n_d_o_r _S_t_o_c_k # The vendor's stock number for ease in reordering. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 29 14. _C_u_s_t_o_m_e_r _D_a_t_a_b_a_s_e The customer database provides essential information pertaining to detailed customer information. Access the Customer Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Cust and pressing <ENTER>. 14.1 _A_d_d_i_n_g _A _C_u_s_t_o_m_e_r Access the Add screen pressing the <Insert> key when the Customer pick list is displayed. 14.2 _E_d_i_t_i_n_g _A _C_u_s_t_o_m_e_r From the Customer pick list use the directional keys to position the light bar on the field that you want to edit, then press <ENTER>. 14.3 _D_e_l_e_t_i_n_g _A _C_u_s_t_o_m_e_r From the Customer pick list use the directional keys to position the light bar on the Customer ID that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 14.4 _C_u_s_t_o_m_e_r _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Customer Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 14.4.1 _C_u_s_t_o_m_e_r # The customer number is automatically generated by the system and can not be changed by the user. 14.4.2 _N_a_m_e The customer's name. We strongly suggest that you enter it in the form of "Last-Name, First-Name". Otherwise, reports done in customer name order will not be very useful and pick list lookups will be extremely tedious. (Remember, you bought this software to make life easier, right?) 14.4.3 _A_d_d_r_e_s_s _L_i_n_e _1 Line one of the customer's street address. 14.4.4 _A_d_d_r_e_s_s _L_i_n_e _2 Optional, line two of the customer's street address. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 30 14.4.5 _C_i_t_y The customer's city. 14.4.6 _S_t_a_t_e The customer's state. 14.4.7 _Z_i_p _C_o_d_e The customer's zip code. 14.4.8 _C_o_n_t_a_c_t This will probably only apply if the customer is a business. Enter the name of the person that you usually speak to here. 14.4.9 _P_h_o_n_e The customer's telephone number. 14.4.10 _T_a_x _E_x_e_m_p_t If the customer is tax exempt, enter Y otherwise, enter N here. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 31 15. _D_e_p_a_r_t_m_e_n_t _D_a_t_a_b_a_s_e The Department database contains the high-level division names within your store's merchandise. These Department Names are then further subdivided in the Category database. These divisions are usually used for sales projections, planning strategies and the like. It is probably best that you don't divide things up into such small detail that it is more work keeping up with it than it is worth. You are the one who best knows your lines of merchandise and can best make the decision as to how it should be logically divided. Access the Dept Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Dept and pressing <ENTER>. 15.1 _A_d_d_i_n_g _A _D_e_p_a_r_t_m_e_n_t Access the Add screen pressing the <Insert> key when the Dept pick list is displayed. 15.2 _E_d_i_t_i_n_g _A _D_e_p_a_r_t_m_e_n_t From the Department pick list use the directional keys to position the light bar on the field that you want to edit, then press <ENTER>. 15.3 _D_e_l_e_t_i_n_g _A _D_e_p_a_r_t_m_e_n_t From the Department pick list use the directional keys to position the light bar on the Department record that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 15.4 _D_e_p_a_r_t_m_e_n_t _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Department Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 15.4.1 _D_e_p_a_r_t_m_e_n_t _N_u_m_b_e_r A unique three-digit Department Identifier. 15.4.2 _D_e_p_a_r_t_m_e_n_t _N_a_m_e The name of the Department *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 32 15.4.3 _C_o_m_m_e_n_t _L_i_n_e #_1 Room for a comment. 15.4.4 _C_o_m_m_e_n_t _L_i_n_e #_2 More comment room. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 33 16. _C_a_t_e_g_o_r_y _D_a_t_a_b_a_s_e The Category database contains the lower-level division names within your store's merchandise. It is probably best that you don't divide things up into such small detail that it is more work keeping up with it than it is worth. You are the one who best knows your lines of merchandise and can best make the decision as to how it should be logically divided. Access the Category Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Categ and pressing <ENTER>. 16.1 _A_d_d_i_n_g _A _C_a_t_e_g_o_r_y Access the Add screen pressing the <Insert> key when the Category pick list is displayed. 16.2 _E_d_i_t_i_n_g _A _C_a_t_e_g_o_r_y From the Category pick list use the directional keys to position the light bar on the field that you want to edit, then press <ENTER>. 16.3 _D_e_l_e_t_i_n_g _A _C_a_t_e_g_o_r_y From the Category pick list use the directional keys to position the light bar on the Category record that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 16.4 _C_a_t_e_g_o_r_y _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Department Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 16.4.1 _D_e_p_t _N_u_m_b_e_r The unique three-digit Department Identifier that this category is a part of. 16.4.2 _C_a_t_e_g_o_r_y _N_u_m_b_e_r A unique three-digit Category Identifier. 16.4.3 _C_a_t_e_g_o_r_y _N_a_m_e The name of the Category. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 34 17. _V_e_n_d_o_r _D_a_t_a_b_a_s_e The vendor database provides basic information concerning inventory suppliers. Access the Vendor Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Vendor and pressing <ENTER>. 17.1 _A_d_d_i_n_g _A _V_e_n_d_o_r Access the Add screen pressing the <Insert> key when the Vendor pick list is displayed. 17.2 _E_d_i_t_i_n_g _A _V_e_n_d_o_r From the Vendor pick list use the directional keys to position the light bar on the record that you want to edit, then press <ENTER>. 17.3 _D_e_l_e_t_i_n_g _A _V_e_n_d_o_r From the Customer pick list use the directional keys to position the light bar on the record that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 17.4 _V_e_n_d_o_r _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Customer Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 17.4.1 _V_e_n_d_o_r _I_D A unique 6-digit Vendor ID. 17.4.2 _N_a_m_e The vendor's name. 17.4.3 _A_d_d_r_e_s_s _L_i_n_e _1 Line 1 of the address. 17.4.4 _A_d_d_r_e_s_s _L_i_n_e _2 Line 2 of the address. 17.4.5 _C_i_t_y The vendor's city. 17.4.6 _S_t_a_t_e The vendor's state. 17.4.7 _Z_i_p The vendor's zip code. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 35 17.4.8 _P_h_o_n_e #_1 The vendor's primary telephone number 17.4.9 _P_h_o_n_e #_2 The vendor's secondary telephone number 17.4.10 _C_o_n_t_a_c_t A person, extension, etc. 17.4.11 _T_y_p_e Type of vendor. 17.4.12 _C_r_e_d_i_t _L_i_n_e Your store's credit line with this vendor. 17.4.13 _A_v_a_i_l _C_r_e_d_i_t The amount of available credit you have with this vendor. 17.4.14 _T_e_r_m_s Usual payment terms. 17.4.15 _S_h_i_p_p_i_n_g Shipping information for this vendor. 17.4.16 _L_a_s_t _O_r_d_e_r The date of your last order from this vendor. 17.4.17 _R_e_t_u_r_n _P_o_l_i_c_y This vendor's return policy. 17.4.18 _M_i_n_i_m_u_m _O_r_d_e_r Minimum order amount for this vendor. 17.4.19 _A_c_c_t _N_u_m_b_e_r Your account number for this vendor. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 36 18. _D_i_s_c_o_u_n_t _D_a_t_a_b_a_s_e Access the Discount Maintenance pick list by moving the menu light bar to the Database Menu selection and pressing <ENTER>, and then moving the light bar to Disc and pressing <ENTER>. By careful utilization of this database, you can easily discount any item that passes through the Point of Sale module either on a per centage basis or a fixed dollar amount. 18.1 _D_i_s_c_o_u_n_t _D_a_t_a_b_a_s_e _F_i_e_l_d_s The following is a description of the user maintainable fields in the discount database. 18.1.1 _D_i_s_c_o_u_n_t _C_o_d_e The corresponding discount code from the Discount database. 18.1.2 _A_m_o_u_n_t A fixed dollar amount. 18.1.3 _P_e_r_c_e_n_t_a_g_e A percentage. Please note that the fixed amount and the percentage are mutually exclusive. For any given discount code, only one of these items can be non-zero. 18.2 _T_r_a_n_s_a_c_t_i_o_n _D_a_t_a_b_a_s_e *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 37 19. _R_e_p_o_r_t_s Several of the Max POS reports may be printed for specific date ranges, departments or both. Note: Some of the example reports displayed in this manual have been compressed to get them on the manual page! 19.1 _D_a_t_e _R_a_n_g_e_s If the report can be printed by date range, input fields for Start Date and End Date are presented for user input. If neither field is entered, the report will print for ALL dates. If a Start Date field is entered but no End Date, the report will contain information from the date entered to the most current. Conversely, if an End Date is entered but no Start Date, the report will contain information from the very earliest date up to the date specified as theend date. 19.2 _D_e_p_a_r_t_m_e_n_t_s If the report can be printed by Department, an input fields for Department is presented for user input. To print the report for ALL departments, press <ENTER> on the empty field to pop up the pick-list, then press <ESC>, and the word "All" will be displayed beside the Department prompt field. 19.3 _C_u_s_t_o_m_e_r _R_e_p_o_r_t_s CUSTOMER REPORTS can be created in CUST # order or CUST NAME order. Use the Up/Down arrow keys to select the desired order and press <ENTER>. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 38 19.3.1 _C_u_s_t_o_m_e_r _R_e_p_o_r_t _B_y _C_u_s_t_o_m_e_r _N_a_m_e -------------------------------------------------------------------- | Page No. 2 Date: 06/28/95 | | Time: 18:26:58 | | Ken's Store | | Customer Report | | By Customer Number | | | | Cust Customer Last | | Num Name Telephone Sale | | | | 001016 Adamas, Sue (205) 543-6765 / / | | 419 Brooklane Ct. | | Bessemer, AL 35022 Tax Exempt: NO | | | | 001017 Donlop, Harry (205) 456-5465 / / | | 1090 Soreline Road | | Bessemer, AL 35020 Tax Exempt: NO | | | | 001019 Davenport, Craven (205) 555-6666 / / | | 928 Monterray Trace | | Bessemer, AL 35023 Tax Exempt: NO | | | | 001020 Daily, Peter (205) 675-6565 / / | | 1019 Colebridge Trail | | Bessemer, AL 35023 Tax Exempt: NO | | | -------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 39 19.3.2 _C_u_s_t_o_m_e_r _R_e_p_o_r_t _B_y _C_u_s_t_o_m_e_r _N_u_m_b_e_r ------------------------------------------------------------------- | Page No. 2 Date: 06/28/95 | | Time: 06:26:02 | | Ken's Store | | Customer Report | | By Customer Name | | | | Cust Customer Last | | Num Name Telephone Sale | | | | 001020 Daily, Peter (205) 675-6565 / / | | 1019 Colebridge Trail | | Bessemer, AL 35023 Tax Exempt: NO | | | | 001021 Dark, Mark (205) 444-5555 / / | | 6916 Abercrombie Way | | McCalla, AL 35111 Tax Exempt: NO | | | | 001019 Davenport, Craven (205) 555-6666 / / | | 928 Monterray Trace | | Bessemer, AL 35023 Tax Exempt: NO | | | | 001017 Donlop, Harry (205) 456-5465 / / | | 1090 Soreline Road | | Bessemer, AL 35020 Tax Exempt: NO | | | ------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 40 19.4 _I_n_v_e_n_t_o_r_y _R_e_p_o_r_t_s Inventory reports can be created in a variety of different ways, depending on the current need. 19.4.1 _B_y _D_e_p_t/_C_a_t_e_g_o_r_y ----------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 06:54:56| | Ken's Store | | Inventory Report | | | |Categ Stock Description Qty On Stock | | Number Hand Level Cost Retail| | | |100001 71260A Hard drive, Maxtor I 19 10 269.00 349.00| |100001 7520A Hard drive, Maxtor I 19 10 0.00 165.00| |100001 7540A Hard drive, Maxtor I 19 10 129.00 179.00| |100001 7850A Hard drive, Maxtor I 18 10 197.00 229.00| |100001 ST31220A Hard drive, Seagate 20 10 257.00 309.00| |100001 ST3491A Hard drive, Seagate 20 10 135.00 165.00| |100001 ST4655A Hard drive, Seagate 19 10 145.00 175.00| |100001 ST3730A Hard drive, Seagate 20 10 195.00 225.00| |100001 AC31000 Hard drive, WD IDE, 20 10 205.00 325.00| |100001 AC2420 Hard drive, WD IDE, 20 10 129.00 169.00| |100001 AC2540 Hard drive, WD IDE, 19 10 0.00 199.00| |100001 AC2700 Hard drive, WD IDE, 20 10 190.00 225.00| |100001 AC2850A Hard drive, WD IDE, 20 10 0.00 235.00| |100002 2001 Floppy drive, Mitsum 3 10 27.00 42.00| |100002 2002 Floppy drive, Mitsum 0 10 20.00 30.00| |100002 2003 Floppy drive, Teac 1 19 10 35.00 47.00| |100002 2004 Floppy drive, Teac 1 19 10 21.00 34.00| ----------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 41 19.4.2 _I_n_v_e_n_t_o_r_y _W_o_r_k_s_h_e_e_t This report is very useful when taking physical inventories. --------------------------------------------------------------------- |Page No. 1 Date: 07/03/95 | | Time: 06:55:06 | | Ken's Store | | Inventory Worksheet - By Department - ALL | | | | | |Categ Description Retail Ord Lvl On Hand Last Sale Count | | | | | |100001 Hard drive, Maxtor I 349.00 5 19 07/03/95 _______| | | |100001 Hard drive, Maxtor I 165.00 5 19 07/03/95 _______| | | |100001 Hard drive, Maxtor I 179.00 5 19 07/02/95 _______| | | |100001 Hard drive, Maxtor I 229.00 5 18 07/02/95 _______| | | |100001 Hard drive, Seagate 309.00 5 20 / / _______| | | |100001 Hard drive, Seagate 165.00 5 20 / / _______| | | |100001 Hard drive, Seagate 175.00 5 19 07/03/95 _______| --------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 42 19.4.3 _R_e_o_r_d_e_r _R_e_p_o_r_t The Reorder Report is very useful when it comes time to place orders to replenish your inventory. With the press of a key you can quickly determine the inventory needs of your store. The reorder report allows you to see item by item what your store's inventory needs are. This report prints by vendor, with one vendor per page. --------------------------------------------------------------------- | | |Page No. 1 Date: 07/03/95 | | Time: 06:55:10 | | Ken's Store | | Reorder Report | | Misc Vendor Code | | | |0101 Super IDE, 2FDD/2HDD 1 5 10 | | | |123002 NE2000 Ethernet 10BT 0 5 10 | --------------------------------------------------------------------- --------------------------------------------------------------------- |Page No. 2 Date: 07/03/95 | | Time: 06:55:10 | | Ken's Store | | Reorder Report | | PC International | | | |Stock Description Qty On Order Stock | |Number Hand Level Level | | | | | |2001 Floppy drive, Mitsum 3 5 10 | | | |2002 Floppy drive, Mitsum 0 5 10 | --------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 43 19.4.4 _R_e_t_a_i_l _V_a_l_u_e _R_e_p_o_r_t The retail value report scans your entire inventory and evaluates the retail value of your inventory by Department. 19.4.4.1 _R_e_t_a_i_l _V_a_l_u_e _D_e_t_a_i_l _R_e_p_o_r_t ------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 06:55:14| | Ken's Store | | Retail Value Report | | | |Categ Stock Description Qty On Stock | | Number Hand Level Cost Retail | | | |100001 71260A Hard drive, Maxtor I 19 269.00 349.00 6631.00 | |100001 7520A Hard drive, Maxtor I 19 0.00 165.00 3135.00 | |100001 7540A Hard drive, Maxtor I 19 129.00 179.00 3401.00 | |100001 7850A Hard drive, Maxtor I 18 197.00 229.00 4122.00 | |100001 ST31220A Hard drive, Seagate 20 257.00 309.00 6180.00 | |100001 ST3491A Hard drive, Seagate 20 135.00 165.00 3300.00 | |100001 ST4655A Hard drive, Seagate 19 145.00 175.00 3325.00 | |100001 ST3730A Hard drive, Seagate 20 195.00 225.00 4500.00 | |100001 AC31000 Hard drive, WD IDE, 20 205.00 325.00 6500.00 | |100001 AC2420 Hard drive, WD IDE, 20 129.00 169.00 3380.00 | |100001 AC2540 Hard drive, WD IDE, 19 0.00 199.00 3781.00 | |100001 AC2700 Hard drive, WD IDE, 20 190.00 225.00 4500.00 | |100001 AC2850A Hard drive, WD IDE, 20 0.00 235.00 4700.00 | |100002 2001 Floppy drive, Mitsum 3 27.00 42.00 126.00 | |100002 2002 Floppy drive, Mitsum 0 20.00 30.00 0.00 | |. | |. | |. | |600001 50435 Mouse, Three Button 19 12.80 19.80 376.20 | |600001 47390 Mouse, two button se 18 10.00 14.90 268.20 | | Total Retail Value 131369.80 | ------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 44 19.4.4.2 _R_e_t_a_i_l _V_a_l_u_e _S_u_m_m_a_r_y _R_e_p_o_r_t ------------------------------------------------------------------- | | | | |Page No. 1 Date: 07/03/95| | Time: 06:55:20| | Ken's Store | | Retail Value Summary Report | | | |Categ Categ Retail | |Num Name Value | | | |100001 Hard Drives 57455.00 | |100002 Floppy Drives 2995.00 | |100003 CDROM Drives 5852.00 | |100004 Tape Drives 13040.00 | |200001 Monitors 27707.00 | |200002 Adapters 0.00 | |300001 IDE 329.00 | |300002 SCSI 0.00 | |300003 Misc 0.00 | |300004 Sound Card 10612.00 | |300005 Network 560.00 | |400001 SIMM 0.00 | |400002 DRAM 0.00 | |500001 486 5130.00 | |500002 Pentium 6631.00 | |500003 Other 0.00 | |600001 Mouse 1058.80 | |600002 Cables 0.00 | |Total 131369.80 | ------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 45 19.4.5 _B_e_s_t _S_e_l_l_e_r_s The Best Seller report will help you get a handle on what is moving and what is not. -------------------------------------------------------------------- | | |Page No. 1 Date: 07/03/95| | Time: 06:55:39| | Ken's Store | | Best Seller Report - 07/01/95 thru 07/04/95 | | | | Stknum Descr Sold Categ | | | | 0101 Super IDE, 2FDD/2HDD 10 300001 | | 0105 4 floppy IDE, 4FDD/2 10 300001 | | 123001 Ne2000 Ethernet Comb 7 300005 | | 123002 NE2000 Ethernet 10BT 23 300005 | | 1451ES Monitor, CTX 1024x76 1 200001 | | 1565GM Monitor, CTX 1280x10 1 200001 | | 1765GM Monitor, CTX 1280x10 1 200001 | | 2001 Floppy drive, Mitsum 20 100002 | | 2002 Floppy drive, Mitsum 28 100002 | | 2003 Floppy drive, Teac 1 1 100002 | | 2004 Floppy drive, Teac 1 1 100002 | | 2005 Floppy drive, Teac d 6 100002 | | 47390 Mouse, two button se 2 600001 | | 50285 Mouse, Digitus Ergon 6 600001 | | 50435 Mouse, Three Button 1 600001 | -------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 46 19.4.6 _L_a_s_t _S_a_l_e The Last Sale report will scan your entire inventory and show you when items were last sold. This will give you some insight on what items to dump and which ones to stock up on. -------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 06:56:13| | Ken's Store | | Last Sale Report - 07/01/95 thru 07/04/95 | | All Departments | | | |Last Stknum Descr QOH Categ | | | |07/02/95 7540A Hard drive, Maxtor I 19 100001 | |07/02/95 7850A Hard drive, Maxtor I 18 100001 | |07/02/95 2003 Floppy drive, Teac 1 19 100002 | |07/02/95 2005 Floppy drive, Teac d 14 100002 | |07/02/95 577001 Sony 2X 55E IDE 19 100003 | |07/02/95 DX15F Monitor, MAG 1280x10 19 200001 | |07/02/95 0105 4 floppy IDE, 4FDD/2 9 300001 | |07/02/95 800002 Sound Blaster 16 ASP 20 300004 | |07/02/95 800003 Sound Blaster 19 300004 | |07/02/95 123002 NE2000 Ethernet 10BT 0 300005 | |07/02/95 50285 Mouse, Digitus Ergon 14 600001 | |07/03/95 71260A Hard drive, Maxtor I 19 100001 | |07/03/95 7520A Hard drive, Maxtor I 19 100001 | |07/03/95 AC2540 Hard drive, WD IDE, 19 100001 | |07/03/95 ST4655A Hard drive, Seagate 19 100001 | |07/03/95 2001 Floppy drive, Mitsum 3 100002 | -------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 47 19.5 _B_u_s_i_n_e_s_s _R_e_p_o_r_t_s 19.5.1 _L_o_s_s _P_r_e_v_e_n_t_i_o_n The Loss Prevention Report lists Voids and other transactions by clerk. ---------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:24:22| | Ken's Store | | Loss Prevention Report | | 06/27/95 - 07/03/95 | | | |Clerk Clerk Num Mid Voids No Over Under Paid Paid Out Ref| |ID Name Sales Voids Sales Out Amount | |5665 BARRY COF 0 0 0 0 0 0 0 0.00 0 | |4444 Carolyn Y 1 0 0 0 0 0 1 25.00 0 | |6996 Virginia n 22 1 0 3 0 2 2 30.00 4 | |0005 Bill Phar 0 0 0 0 0 0 0 0.00 0 | |1206 Ken Brown 3 3 1 0 0 1 0 0.00 0 | |2222 Max Youngd 6 0 0 1 0 1 2 36.80 0 | |1961 Kathy Car 0 0 0 0 0 0 0 0.00 0 | ---------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 48 19.5.2 _T_r_a_n_s_a_c_t_i_o_n Transaction summary by Payment Type - Percentage ------------------------------------------------------------------- |Page No. 1 Date: 07/03/95 | | Time: 10:32:23 | | Ken's Store | | Daily Transaction Summary By Payment Type - Percentage | | | |Date Cash Check MC/Vi Amex Disco Trav- Gift Total Sal| | | |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |06/26/95 80.34 14.96 0.00 12.71 0.00 0.00 0.00 119.00| |07/02/95 34.09 18.18 12.71 4.32 22.20 7.31 7.31 4106.22| |07/03/95 2.40 72.66 0.00 32.51 0.00 0.00 0.00 1578.00| |07/03/95 34.68 60.17 4.70 0.43 6.89 0.00 0.00 2340.55| | | |*** Total 32.95 38.68 7.13 9.10 12.11 3.39 3.39 8857.77| ------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 49 19.5.3 _T_r_a_n_s_a_c_t_i_o_n Transaction summary by Payment Type - Dollar Amount -------------------------------------------------------------------- |Page No. 1 Date: 07/03/95 | | Time: 10:32:39 | | | | Ken's Store | | Daily Transaction Summary By Payment Type - Dollar Amount | | | |Date Cash Check MC/Vi Amex Disco Trav- Gift Total | | | |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |06/26/95 95.60 17.80 0.00 15.12 0.00 0.00 0.00 119.00| |07/02/95 1399.79 746.32 521.91 177.52 911.42 300.00 300.00 4106.22| |07/03/95 37.80 1146.52 0.00 513.00 0.00 0.00 0.00 1578.00| |07/03/95 811.66 1408.36 110.00 10.00 161.19 0.00 0.00 2340.55| |* Total 2918.45 3425.80 631.91 806.36 1072.61 300.00 300.00 8857.77| -------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 50 19.5.4 _S_a_l_e_s Lists sales by Department, by Date -------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:32:47| | Ken's Store | | Transaction Detail Report | | 06/27/95 - 07/03/95 | | | |Department Total Sales % of Total| |100001 Hard Drives 1457.35 18.16| |100002 Floppy Drives 2322.60 28.94| |100003 CDROM Drives 308.00 3.84| |200001 Monitors 1423.25 17.74| |300001 IDE 490.00 6.11| |300004 Sound Card 328.00 4.09| |300005 Network 891.00 11.10| |500001 486 256.50 3.20| |500002 Pentium 349.00 4.35| |600001 Mouse 199.07 2.48| -------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 51 19.6 _V_e_n_d_o_r _R_e_p_o_r_t_s 19.6.1 _V_e_n_d_o_r _R_e_p_o_r_t - _V_e_n_d_o_r _C_o_d_e _O_r_d_e_r ------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:32:54| | Ken's Store | | Vendor Report | | | |Vend # Name Acct # Phone | | | |000001 Misc Vendor Code | |000002 PC International (800) 698-3820| |000003 Computer Gate International (408) 730-0673| ------------------------------------------------------------------- 19.6.2 _V_e_n_d_o_r _R_e_p_o_r_t - _V_e_n_d_o_r _C_o_d_e _O_r_d_e_r ------------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:32:58| | Ken's Store | | Vendor Report | | | |Vend # Name Acct # Phone | | | |000003 Computer Gate International (408) 730-0673| |000001 Misc Vendor Code | |000002 PC International (800) 698-3820| ------------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 52 19.7 _S_e_t_u_p _R_e_p_o_r_t_s - _M_a_i_n ---------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:33:01| | Ken's Store | | Setup Report | | | | Ken's Store | | 220 Kyser Avenue | | Bessemer, AL 35020 | | (205) 428-1009 | | | | Tax Rate: 8.000 | | | | Payment Types: | | 01 Cash | | 02 Check | | 03 MC/Visa | | 04 Amex | | 05 Discover | | 06 Trav-Ck/Money Order | | 07 Gift Cert. | | | | Receipt Printer: LPT1 | | Report Printer: LPT1 | | | ---------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 53 19.8 _S_e_t_u_p _R_e_p_o_r_t_s - _D_e_p_a_r_t_m_e_n_t ---------------------------------------------------------------- |Page No. 1 Date: 07/03/95| | Time: 10:33:05| | Ken's Store | | Department Report | | | |Dept Dept Description | |Num Name | | | |100 Drives | | 001 Hard Drives | | 002 Floppy Drives | | 003 CDROM Drives | | 004 Tape Drives | | | |200 Video | | 001 Monitors | | 002 Adapters | | | |300 Controllers | | 001 IDE | | 002 SCSI | | 003 Misc | | 004 Sound Card | | 005 Network | | | |400 Memory | | 001 SIMM | | 002 DRAM | | | |500 Motherboards | | 001 486 | | 002 Pentium | | 003 Other | | | |600 Accessories | | 001 Mouse | | 002 Cables | ---------------------------------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 54 20. _S_y_s_t_e_m The functions available under the System selection on the main menu are for the most part actions that will affect the entire system when changes are made. For this reason, many of the actions are password protected to prevent unauthorized access. 20.1 _R_e_i_n_d_e_x _D_a_t_a_b_a_s_e_s 20.2 _P_a_c_k _D_a_t_a_b_a_s_e_s 20.3 _C_l_e_r_k _D_a_t_a_b_a_s_e Access the Clerk Maintenance pick list by moving the menu light bar to the System Menu selection and pressing <ENTER>, and then moving the light bar to Clerk and pressing <ENTER>. 20.3.1 _A_d_d_i_n_g _A _C_l_e_r_k Access the Add screen pressing the <Insert> key when the Clerk pick list is displayed. 20.3.2 _E_d_i_t_i_n_g _A _C_l_e_r_k From the Clerk pick list use the directional keys to position the light bar on the field that you want to edit, then press <ENTER>. 20.3.3 _D_e_l_e_t_i_n_g _A _C_l_e_r_k From the Clerk pick list use the directional keys to position the light bar on the field that you want to delete, then press the <Delete> key. Upon confirmation of the deletion, the record will be permanently deleted. 20.3.4 _C_l_e_r_k _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the Clerk Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 20.3.4.1 _C_l_e_r_k _I_D A unique 4-character identification code. The clerk will enter this ID code each time he or she accesses the Point of Sale. 20.3.4.2 _N_a_m_e Enter the clerk's name here. 20.3.4.3 _L_e_v_e_l The level must be either 1 or 2. Level 2 can be thought of as a "supervisory" level, as a clerk must be a level 2 in order to void a transaction or to run Close Day. For clerks that will not be authorized to void transactions or run the Close of Day process, enter 1 here. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 55 20.4 _S_y_s_t_e_m _S_e_t_u_p Access the System Setup Screen by moving the menu light bar to the System Menu selection and pressing <ENTER>; then move the light bar to Setup and press enter. 20.4.1 _S_y_s_t_e_m _S_e_t_u_p _F_i_e_l_d_s The following is a description of each field that is maintainable by the user from the System Setup Screen. Each field is followed by a description of the data contained in the field as well as further explanation where necessary. 20.4.1.1 _T_a_x _R_a_t_e Enter your sales tax rate here. For example, if your tax rate is eight per cent, enter 8.000. 20.4.1.2 _T_i_l_l _A_m_o_u_n_t This is the total amount of cash and change that is in your cash drawer at the start of each business day. 20.4.1.3 _P_a_y_m_e_n_t _T_y_p_e_s Up to 10 different payment types can be entered here. Max POS is shipped with the first two payment types already populated with data. Payment Types 01 and 02 can not be changed by the user. 20.5 _R_e_g_i_s_t_e_r _S_e_t_u_p 20.6 _P_a_s_s_w_o_r_d_s Access the Password Maintenance pick list by moving the menu light bar to the System Menu selection and pressing <ENTER>, and then moving the light bar to Passwd and pressing <ENTER>. Password protection is provided on the Clerk, Setup and Password Maintenance areas. Max POS is shipped with one userid and password. This userid and password is as follows: UserId: master Password: master When first setting up your system, use this password to access Password Maintenance (from the System Menu) and add at least one new userid and password. Once at least one Userid/Password has been created, delete the temporary userid/passwd! Otherwise anyone who has access to the Max POS documentation can change very critical parts of your system setup. 20.6.1 _U_s_e_r_i_d The unique user identification code. Usually initials or first name. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 56 20.6.2 _P_a_s_s_w_o_r_d The password. This field is encrypted so that even the craftiest of hackers should not be able to figure out what the password is by external techniques. 20.7 _C_l_o_s_e _D_a_y After entering cash register transactions for the day it is very important for you to reconcile the cash currently in the drawer against the transactions entered for the day. The Close Day function is your only way of matching the physical count for your register against the amount the Max POS determines should be in the cash drawer, based on theentered transactions. You should run Close Day only after you've entered the last of the day's transactions. The amounts displayed during the Close Day routine are for the current day only. If you are running multiple registers, you must reconcile each register separately. Access Close Day by moving the main menu light-bar to System, pressing <ENTER> and then by selecting Close Day from the drop-down menu. 20.8 _E_n_t_e_r _C_l_e_r_k _I_D To gain access to the Close Day functionality, you must use a Clerk ID that has Supervisory privileges (level 2). One you enter the necessary Clerk ID you will then see the following screen: -|Close Day|-------------------------------------------------------- | | | Net Sales :$ 0.00 01 Cash -12.75 | | Returns :$ 0.00 02 Check 0.00 | | Paid Out:$ -12.75 03 MC/Visa 0.00 | | On account:$ 0.00 04 Amex 0.00 | | Tax:$ 0.00 05 Discover 0.00 | | 06 Trav-Ck/Money Order 0.00 | | # Sales: 0 07 Gift Cert. 0.00 | | # Mid Voids: 0 | | # Voids: 1 | | # No Sales: 1 | | # Returns: 0 | | # Checks: 0 Total In Drawer: 187.25 | | Base Fund: -200.00 | | Daily Receipts: -12.75 | | ----------------------------------------- | --------------| Complete Close of Day (Y or N) N |------------ ----------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 57 Confirm the start of Close of Day by answering Y here, otherwise reply with an N here to abort. 20.9 _N_e_t _S_a_l_e_s This total reflects the total sales for the day minus any returns/refunds. 20.10 _R_e_t_u_r_n_s This total reflects the total amount of returns for the day. 20.11 _P_a_i_d _O_u_t The total amount of "Paid Outs" for the day. 20.12 _T_a_x This total reflects the total amount of sales tax collected. 20.13 # _S_a_l_e_s This is a tally of the total number of sales transactions. 20.14 # _M_i_d _V_o_i_d_s This is a tally of the total number of mid-voids, i.e., sales transactions that were aborted in mid-stream. 20.15 # _V_o_i_d_s This is a tally of the total number of voided transactions. 20.16 # _N_o _S_a_l_e_s This is a tally of the total number of "NO SALE" transactions. 20.17 # _R_e_t_u_r_n_s This is a tally of the total number of RETURN transactions. 20.18 # _C_h_e_c_k_s This is a tally of the total number of checks received for the day. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 58 20.19 _0_1 _C_a_s_h This is a total of the CASH received for the day. 20.20 _0_2 _C_h_e_c_k This is a total value of the CHECKS received for the day. 20.21 _O_t_h_e_r _P_a_y_m_e_n_t _T_y_p_e_s Depending on your setup, you may have more payment types listed. 20.22 _T_o_t_a_l _I_n _D_r_a_w_e_r This is the total amount that should currently be in the drawer. This total reflects cash, checks, other payment types plus the till amount. 20.23 _B_a_s_e _F_u_n_d The Till Amount, the amount that is in the drawer at the start of each business day. 20.24 _D_a_i_l_y _R_e_c_e_i_p_t_s The total receipts for the day. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 59 Next, you have to Rectify the amounts in the drawer with the amounts tabulated by the system. The left-hand amount column is the systerm amount, the right-hand column is where you enter the amounts actually counted from the cash drawer. |Close Day|---------------------------------------------------------- | | | Net Sales :$ 4318.00 01 Cash 279.57 | | Returns :$ -37.80 02 Check 1250.00 | | |CLOSE DAY - Rectify Daily Deposit|------------------------ 0 | | On| 01 Cash 279.57 279.57 |0 | | | 02 Check 1250.00 1250.00 |0 | | | 03 MC/Visa 1000.00 1000.00 |0 | | | 04 Amex 1000.00 1000.00 |2 | | # M| 05 Discover 1000.00 1000.00 | | | | 06 Trav-Ck/Money Order 100.00 100.00 | | | # | 07 Gift Cert. 15.12 15.12 | | | #| | | | | | | | | | | | ----------------------------------------------------------- | | | --------------------------------------------------------------------- Once you have entered the correct amounts by each payment type, press <RETURN> until you get to the bottom of the screen. If everything is correct, complete the Close of Day by entering Y, else enter N to continue editing the Payment Type amounts. *** COPYRIGHT 1995 by Browning Ware *** Max Point of Sale User Guide - DRAFT Page 60 Upon confirmation, the Close of Day Report will print on the Receipt Printer. ----------------------------------------- | Ken's Store | | 220 Kyser Avenue | | Bessemer, AL 35020 | | 07/02/95 | | CLOSE OF DAY BUSINESS REPORT | | ---------------------------------------- | | | | | Type Type | | Code Description Amount | | ---------------------------------------- | 01 Cash 279.57 | | 02 Check 1250.00 | | 03 MC/Visa 1000.00 | | 04 Amex 1000.00 | | 05 Discover 1000.00 | | 06 Trav-Ck/Money Order 100.00 | | 07 Gift Cert. 15.12 | | --------------------------------------- | | Total by Type 4644.69 | | | | Net Sales :$ 4318.00 | | Returns :$ -37.80 | | Paid Out:$ -18.75 | | On account:$ 0.00 | | Tax:$ 345.44 | | | | # Sales: 3 | | # Mid Voids: 0 | | # Voids: 0 | | # No Sales: 0 | | # Returns: 1 | | # Checks: 1 | ---------------------------------------- *** COPYRIGHT 1995 by Browning Ware *** MAX Point of Sale - Table of Contents 1. DISCLAIMER......................................... 2 2. Registration....................................... 3 3. Introduction....................................... 4 3.1 MAX Point of Sale Features.................. 4 4. System Requirements................................ 5 5. Installing Max POS:................................ 6 5.1 Stand-alone Installation.................... 6 5.2 Lantastic Network Installation.............. 7 5.3 Network Installation........................ 7 6. A Few Basics....................................... 9 6.1 Keyboard.................................... 9 6.2 Entering Data............................... 9 6.3 Menus....................................... 10 6.4 Numeric Input............................... 10 6.5 Alphanumeric Fields......................... 10 6.6 Fields...................................... 10 6.7 Function Keys............................... 10 6.8 Pick Lists.................................. 11 6.9 ESC Key..................................... 11 7. Setting up Max POS................................. 12 7.1 Setting Up - Step 1......................... 12 7.2 Setting Up - Step 2......................... 12 7.3 Setting Up - Step 3......................... 12 7.4 Setting Up - Step 4......................... 12 7.5 Setting Up - Step 5......................... 12 7.6 Setting Up - Step 6......................... 12 7.7 Setting Up - Step 7......................... 12 7.8 System Setup Information Worksheet #1....... 13 7.9 System Setup Information Worksheet #2....... 14 7.10 System Setup Information Worksheet #3....... 15 8. Cash Register Functions............................ 16 8.1 Cash Register Sales......................... 16 8.2 Mid Void.................................... 18 8.3 Paid Out.................................... 18 8.4 No Sale..................................... 19 9. Voiding a Transaction.............................. 21 10. Status............................................. 22 10.1 Net Sales................................... 22 - i - 10.2 Returns..................................... 22 10.3 Paid Out.................................... 22 10.4 Tax......................................... 22 10.5 # Sales..................................... 23 10.6 # Mid Voids................................. 23 10.7 # Voids..................................... 23 10.8 # No Sales.................................. 23 10.9 # Returns................................... 23 10.10 # Checks.................................... 23 10.11 01 Cash ................................... 23 10.12 02 Check................................... 23 10.13 Other Payment Types......................... 23 10.14 Total In Drawer............................. 23 10.15 Base Fund................................... 24 10.16 Daily Receipts.............................. 24 11. Calendar........................................... 25 12. Database Maintenance............................... 26 13. Inventory Database................................. 27 13.1 Adding An Inventory Item.................... 27 13.2 Editing An Inventory Item................... 27 13.3 Deleting An Inventory Item.................. 27 13.4 Inventory Database Fields................... 27 14. Customer Database.................................. 29 14.1 Adding A Customer........................... 29 14.2 Editing A Customer.......................... 29 14.3 Deleting A Customer......................... 29 14.4 Customer Database Fields.................... 29 15. Department Database................................ 31 15.1 Adding A Department......................... 31 15.2 Editing A Department........................ 31 15.3 Deleting A Department....................... 31 15.4 Department Database Fields.................. 31 16. Category Database.................................. 33 16.1 Adding A Category........................... 33 16.2 Editing A Category.......................... 33 16.3 Deleting A Category......................... 33 16.4 Category Database Fields.................... 33 17. Vendor Database.................................... 34 17.1 Adding A Vendor............................. 34 17.2 Editing A Vendor............................ 34 17.3 Deleting A Vendor........................... 34 17.4 Vendor Database Fields...................... 34 18. Discount Database.................................. 36 - ii - 18.1 Discount Database Fields.................... 36 18.2 Transaction Database........................ 36 19. Reports............................................ 37 19.1 Date Ranges................................. 37 19.2 Departments................................. 37 19.3 Customer Reports............................ 37 19.4 Inventory Reports........................... 40 19.5 Business Reports............................ 47 19.6 Vendor Reports.............................. 51 19.7 Setup Reports - Main........................ 52 19.8 Setup Reports - Department.................. 53 20. System............................................. 54 20.1 Reindex Databases........................... 54 20.2 Pack Databases.............................. 54 20.3 Clerk Database.............................. 54 20.4 System Setup................................ 55 20.5 Register Setup.............................. 55 20.6 Passwords................................... 55 20.7 Close Day................................... 56 20.8 Enter Clerk ID.............................. 56 20.9 Net Sales................................... 57 20.10 Returns..................................... 57 20.11 Paid Out.................................... 57 20.12 Tax......................................... 57 20.13 # Sales..................................... 57 20.14 # Mid Voids................................. 57 20.15 # Voids..................................... 57 20.16 # No Sales.................................. 57 20.17 # Returns................................... 57 20.18 # Checks.................................... 57 20.19 01 Cash ................................... 58 20.20 02 Check................................... 58 20.21 Other Payment Types......................... 58 20.22 Total In Drawer............................. 58 20.23 Base Fund................................... 58 20.24 Daily Receipts.............................. 58 - iii -