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1993-05-25
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THE RETAIL SOLUTION 2.2
[] Program Highlights
* Point-of-Sales, Retail Inventory, Accounts Receivable &
Customer Tracking.
* Multi-site option. Know what location has what at a touch of
a button. (Available fourth quarter of '93)
* User friendly with on-screen help.
* Menu level security.
* Support of optional cash drawers, scanners, receipt and
invoice printers.
* Global inventory update with automatic posting to general
ledger accounts.
* Super fast inventory retrieval.
(By: item number, description, key words or bar code.)
* Bad check tracking.
* Keeps track of the last 100 purchases made by each customer.
(item, quantity, price, date, serial number & warranty.)
* Point-of-sale screen saver.
* All reports may be printed to the printer, screen or file.
* Mailing labels.
* Computes and keeps track of employee commissions using
percent of sale or margin.
* Pie graph of employee sales month-to-date.
* Bar graph of employee sales year-to-date.
* Automatic register readings.
* Reprint or void past tickets.
* Create a new A/R customer from Point-of-Sales.
* Option to view A/R information from Point-of-Sales.
* A/R payments may be received from Point-of-Sales.
* Support of deferred invoice charges.
Example: "90 days same as cash."
* Optional interest charges during deferred period.
Example: "No payments and only 2.9% for one year."
* Unlimited vendors per inventory item.
* Graphically view customer traffic patterns in your store.
* User definable statements, invoices, quotes and purchase
orders.
* Four-level pricing with optional sale prices.
* Keeps track of customer layaways and payments.
* Batch printing of invoices and receipts.
* Automatic or optional add-on sales.
(core charges, installation charges, deposits, etc.)
* Add-on sale recommendations.
(batteries, paper, ribbon, etc.)
* Full network support.
1
"The Retail Solution 2.2" Self Demo
Installing or upgrading "The Retail Solution".
Place disk 1 in drive "A" or "B". If using
drive "A" type "A:INSTALL" and press ENTER.
If using drive "B" type "B:INSTALL" and press
ENTER.
A:INSTALL or B:INSTALL
The first question refers to the type of
monitor you are using. If using a color
monitor, enter Y for yes.
The next question asks where "The Retail
Solution" will be located. In simple terms,
think of your computer's hard drive as a big
house with a lot of different rooms. The
installation program needs to know what room
to place "The Retail Solution". If you are
unsure, just press ENTER.
Place each disk in the drive as asked.
NOTE: Because "The Retail Solution" has
network support, the MS-DOS SHARE command
must be loaded in memory. See your MS-DOS
manual for more information.
Starting "The Retail Solution".
Type START and press ENTER.
START
Using "The Retail Solution".
You are about to use a live program. If you
find yourself in the wrong place, try the
(Esc) key to go back one step. In most
places the "?" (Question mark) key will also
display on-screen help. The key to success
with any program is to read the screen before
you panic.
Your first step is to login with your unique
password. Available program options and
menu access may be individually set up for
each employee. You can authorize an employee
to change an item's price, void a ticket,
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give a discount, allow no sales tax, start a
layaway, etc.
Login with a password of "DEMO".
The demo company.
Our demo company is a toy store that has been
in business for over ten years. The Toy
Store currently has only one location with
one cash register. By the end of this year
they will be adding a second location with up
to five registers.
They have been using "The Retail Solution"
for the last two months. In that time they
have entered inventory, vendors, employees
and customers. (Their customer codes are the
last four digits of each customer's phone
number.) In the next month or so they will
be using "The Retail Solution" to help them
produce their first direct mailing. They
will also be setting up some of there key
customers on charge accounts.
Start of day.
The first order of business is to count your
cash drawer and to set the starting cash
amount. In "The Retail Solution" this
process is called "opening a drawer". Five
different cash drawers may be used throughout
the day. We will be using drawer 1 with a
starting cash balance of $100.00.
From the "Main Menu", press ENTER to select "SALES".
Use your DOWN cursor key to highlight "OPEN DRAWER".
Press ENTER to select.
Press ENTER to select drawer 1.
Type 100 and press ENTER.
Press ENTER for correct amount.
Press ENTER to select "MAKE SALES!".
Press ENTER to select "Using Drawer 1".
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Command Center.
You are now at the heart of "The Retail
Solution". From here you could start a
layaway, make payments on a layaway, put
items on sale, check inventory status,
receive an order, view a customer's past
purchases, prepare a price quote, recall a
ticket on hold, make a sale, reprint a ticket
and more. In simple terms, most of the
information that has been entered can now be
put to work.
Use the on-screen help to view each option.
Press "?" key. (Question mark)
Press [F1] - [F7] to view each option.
Press ENTER to exit help.
Your first customer.
"Good morning sir, may I get the last four
digits of your phone number?".
Type "1234" and press ENTER.
"Are you Mr. Clark or Mr. Smith?".
Press ENTER to select "Timothy Clark".
Verify that you have the correct customer.
Press [F1] for correct customer.
Again use the on-screen help to view each
option.
Press "?" key. (Question mark)
Press [F1] - [F10] to view each option.
Press ENTER to exit help.
Your first item is a "Wedding Fantasy
Barbie". You can't seem to locate the item
number. Your first option is to search by
any part of the item description. For
example: "WEDDING FANTASY" or "BARBIE". For
this demo we are going to search by what the
item is, a doll.
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Press ENTER for "Description Search".
Press ENTER for "Other Lookup".
Type "DOLL" and press ENTER.
All dolls currently on file will be sorted by
description and placed in a window for you to
select.
Use the DOWN cursor key to highlight "WEDDING FANTASY
BARBIE". Press ENTER to select this item.
Because you are using the fast mode, "The
Retail Solution" automatically entered a
quantity of one and gave the current retail
price for this item.
The next three items have their item numbers
on them.
Type "2" and press ENTER.
Type "4" and press ENTER.
An "s" is placed in front of the item's price
to show this item is on sale.
Type "3" and press ENTER.
If we were using an optional bar code
scanner, we could just scan each item.
Item 3 was on sale last week. The manager
told Mr. Clark he could still have the old
sale price of $17.99.
Press the UP cursor key to highlight item number 3.
Press ENTER.
Type "17.99" and press ENTER.
Press ENTER for quantity one.
An "o" is placed in front of the items price
to show this is an override.
The next item, item number 4, is currently on
sale.
The next item is item number 9.
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Type "9" and press ENTER.
"The Retail Solution" reminds you to ask Mr.
Clark if he needs any AA batteries for this
item. He does, one for this item and five
more for other things. Six of item number 25
are added to the sale. (Note that at this
quantity, the price will automatically be
reduce by 17 cents each.)
Press [F3] for "Input:NORMAL".
Type "25" and press ENTER.
Type "6" and press ENTER. (Note the price change.)
Press [F3] for "Input:FAST".
Mr. Clark would also like to purchase a Girls
12" Modern Rainbow bike he saw in your
catalog: Item number 15 retailing for
$54.99.
Type "15" and press ENTER.
"The Retail Solution" is quick to inform you
that this item is currently out of stock.
Before telling Mr. Clark, you check the
status of the item to see if any are on
order. You find that this item is on order,
but it will not be arriving for some time.
You then ask "The Retail Solution" for a
substitute item. Item number 18 is given.
You first verify that the item is in stock.
After you explain the difference between the
two items, Mr. Clark agrees to purchase the
substituted item and pay a $25.00 assembly
charge.
Press [F2] for stock status.
Press ENTER to exit stock status.
Press [F3] for substitute item.
Press ENTER to exit substitute item.
Press (Esc).
Type "18" and press [F2] for stock status.
Press ENTER to exit stock status.
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Press ENTER to select item 18.
Type "12345" for the serial number and press ENTER.
Press "Y" for "ASSEMBLED CHARGE".
Mr. Clark remembers one more gift he need to
pick up. You place his current ticket on
hold. If another person was in line, you
could ring up their sale while waiting for
Mr. Clark to return.
When a ticket is on hold, the items on the
ticket are not deducted from inventory but
are flagged as committed. This feature helps
prevent the items on hold from being sold
out.
Press [F7] to place this ticket on hold.
Press "Y" for yes.
Make a note of the ticket number and press ENTER.
Mr. Clark returns and hands you the last
item: Item number 5.
Press [F7] to recall ticket.
Press ENTER if it was the last ticket or type the
number you made a note of and press ENTER.
Press "Y" to un-hold ticket.
Type "5" and press ENTER.
Mr. Clark then wants a subtotal. After you
tell him the total price, he asks you to take
out the Barbie Doll.
Press [F5] for subtotal.
Press ENTER to exit subtotal.
Use your UP cursor key to highlight item number 1.
Press the (Del) key. (Delete key)
Press "Y" for yes.
Mr. Clark wishes to write a check for $25,
put $75 on Visa and pay the balance with
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cash. You have been given the option of
entering a ticket discount, but as your
commission is based on the percent of margin,
no discount is given for this sale.
Total the sale.
Press [F1] to total the sale.
Press ENTER for no discount.
Press "2" for check.
Type "25" and press ENTER.
Type "675567" and press ENTER for the check guarantee no.
Type "12345" for the Driver's Lic. No.
At this time "The Retail Solution" informs
you Mr. Clark has a bad check on file. Mr.
Clark and the store manager take care of the
problem. No transaction is needed at this
time, but the manager does need to remove the
check from the bad check list.
If the check amount was a lot higher than the
average amount for this customer, "The Retail
Solution" would also point that out.
Press ENTER to clear the bad check message.
Press "3" for Visa.
Type "75" and press ENTER.
Type "0000-000-000-000" and press ENTER for the card number.
Type "7/92" and press ENTER for exp. date.
Press ENTER to clear the next message.
Type "1" for cash.
Press ENTER for balance amount.
Press [F1] to print receipt.
The cash drawer opens at this point.
Press ENTER to return to POS screen.
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Past purchases.
John Smith is on the phone and
would like to know if the BMX bike
he bought is still in warranty.
Press ENTER for name search.
Type "SMITH" and press ENTER.
Use the DOWN cursor key to highlight "TOM SMITH" and
press ENTER.
Press [F3] for zoom.
Press [F1] to view purchase.
Press ENTER to highlight "Boy 20 Challenger BMX".
Press ENTER to select.
Note that "The Retail Solution" has computed
the months or days the warranty is still in
affect.
Press (Esc) two times to exit.
On your own sales.
Try some of these sales examples.
Make a sale and place it on account.
Hint: Use customer code 6668.
Make a payment on account.
A layaway. Use one of the customers you have
seen. Good demo inventory items are 1 - 18.
Hint: Use the [F9] to total the sale.
Make a payment only to the above layaway.
Hint: Just recall the customer again.
Pay off the above layaway.
Hint: Use [F1] to total.
Make a sale with a returned item.
Make a price quote.
Print an invoice with no sales tax.
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Reprint a ticket you have already printed.
Hint: [F7] and ticket number.
Void a ticket you have already printed.
Hint: [F7] and ticket number.
Press [F8] to return to the "Sales Menu".
End of day.
The first step in ending each business day is
to close out each cash drawer. Each payment
type is counted and entered into "The Retail
Solution". (if using more than one, drawers
may be closed any time during the day.) The
next step is to run the "End-of-Day" reports.
These reports are printed in a batch process,
one after the other. The first report is the
type of payment made by each ticket. The
next report is each sale by ticket. This
report includes each item sold and depending
on the type of item, a serial number or
repair ticket number is printed. Credit card
and check validation numbers are also
included. Report by each cash drawer is
next. Starting and ending amounts for each
payment type, balance over/short with reason
and the employee who opened and closed the
drawer are all printed on this report. The
last report is the employee sales and
commission. Gross profit and commission is
computed for each item sold and totaled by
employee. Employee commission is computed by
percent of margin, percent of retail or no
commission.
Information from all customer sales, returns
and layaways is posted to the following
files: General Ledger Account, Employee
Sales, Customer and Inventory Movement.
Press [Esc] to return to the "Main Menu".
Graphs.
Traffic Patterns is a graphical view of where
customers are buying things in your store.
The main goal of this graph is for you to be
in control of customer traffic patterns by
the placement of your high volume products.
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From the "Main Menu" use the DOWN cursor key to
highlight "SALES" and press ENTER.
Use the DOWN cursor key to highlight "REPORTS" and
press ENTER.
Use the DOWN cursor key to highlight "TRAFFIC PATTERNS"
and press ENTER.
Press (Esc) to return to the main menu.
Employee Sales Graph is a three dimensional
pie graph of all employees' sales month-to-
date and a bar graph of each employee's sales
year-to-date.
NOTE: The pie graph requires a Hercules, CGA,
EGA or VGA display.
The bar graph.
Use the DOWN cursor key to highlight "SALES" and press
ENTER.
Use the DOWN cursor key to highlight "REPORTS" and
press ENTER.
Use the DOWN cursor key to highlight "SALES BY
EMPLOYEE" and press ENTER.
Use the DOWN cursor key to highlight "GRAPH" and press
ENTER.
Press ENTER to select "ONE EMPLOYEE".
Press [F3] to return to main menu.
The pie graph.
Use the DOWN cursor key to highlight "SALES BY
EMPLOYEE" and press ENTER.
Use the DOWN cursor key to highlight "GRAPH" and press
ENTER.
Press ENTER to select "ALL EMPLOYEES".
Press (Esc) to return to main menu.
Press (Esc) two times.
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On your own.
Take a look around. View the reports, add
inventory, create and receive an order etc.
To reset data files and start fresh enter the
command, "STARTNEW", at The Retail Solution's
sub-directory.
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The Retail Solution 2.2 Reports.
1. GL ACCOUNTS
2. SALES BY DEPARTMENT
3. SALES BY VENDOR
4. SALES BY EMPLOYEE
5. AUTO-READINGS
6. INVENTORY NEEDED
7. PHYSICAL COUNT
8. INVENTORY MOVEMENT
9. OVERSTOCK ANALYSIS
10. INVENTORY VALUE
11. INVENTORY LIST
12. CUSTOMER LIST
13. MAILING LABELS
14. EMPLOYEE LIST
15. COMMISSION REPORT
16. VENDOR LIST
17. BATCH SALES TICKETS
18. ACCOUNTS RECEIVABLE
Call for pricing on supported bar code readers, invoice & receipt
printers, POS computers, cash drawers, hand-held inventory count
devices, complete plug and go networks and more.
Custom programming is also available on a contract basis.
"The Retail Solution 2.2", 1992
Northwest Network Solutions
18529 S.E. Yamhill Circle
Portland, OR 97233
(503) 661-6668
NOTE: Phone support is only available to registered users.
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