Point of Sale Procedures. Quick Reference
|
|
- Howard Bryan
- 5 years ago
- Views:
Transcription
1 Point of Sale Procedures Quick Reference Hard Copy Not Controlled Controlled Copy Available On-line
2 Table of Contents How To Charge to Charge Accounts... 1 Closing an Open Check... 2 Creating a Recipe... 3 McMurdo Store -- End-Of-Month (EOM) Negative Numbers Adjustment... 4 Entering Inventory and Receiving into Micros POS... 7 Basic steps in the process:... 7 Returning Inventory through Micros Receiving Module Spoiling Inventory (Waste) Micros Sale Pricing Procedures i
3 How To Charge to Charge Accounts At the Main POS Sales Screen: Ring up the items you want to charge. Press the COMMON CHECK FUNCTIONS button. Press the CHARGE ACCT button (square button). A keypad screen will appear. Enter the amount of the transaction using the numbers across the top. Don t forget the decimal point and cents. Press ENTER. An Accounts screen will appear. Press FIND (press only once) to activate the account list. Press FIND NEXT to start scrolling though the accounts. Once you arrive on the account you want to charge to, press SELECT. A small window will appear with the account listed. Highlight the account, then press ACCEPT. Drawer will open. Close drawer and hit the CUSTOMER RECEIPT button immediately (once you make another move, you will no longer be able to print a receipt). DONE. 1
4 Closing an Open Check At the Main POS Register Screen: Press the COMMON CHECK FUNCTIONS button. Press the PICKUP OPEN CHECKS button. Select the open check you want by pressing the corresponding button on the screen. The check number will appear in the upper left hand part of the sales window. Press the PREV button to go back to the previous screen. Close the check by entering 0.00 on the keypad, then press the CASH button. A receipt will print out, attach it to the Open Check report. Repeat steps for other open checks. 2
5 Creating a Recipe This makes it possible for one or more items to be linked and sold from inventory in one transaction, using one menu button. Inventory items must be created for each item. Also, a menu button must be created for the items you want to sell together (example: Ornament and Box). Go to: PRODUCT MANAGEMENT screen, SETUP, then RECIPES. On the GENERAL TAB: Click + to create a new list item. Write down the new 6-digit number for reference. Click in the NAME field to highlight, then enter a description. Use a + symbol at the front to indicate it is a recipe. Make sure the description accurately describes the items that are being sold (example: Ornament and Box). Click the cursor in the NAME 2 field. The field should automatically populate with the description you just entered on the left. Make sure RECIPE TYPE is SERVING RECIPE. On the INGREDIENTS TAB: In the INGREDIENT field, click once or twice to pop down the menu. Enter first item. Tab over to enter QUANTITY. The UNIT field will update automatically to EACH. Click to SAVE, then click + to add another line. Repeat for all items. Ignore the ADDITIONAL COSTS and CALCULATED COSTS fields. When finished, exit window. Go back to PRODUCT MANAGEMENT screen, then SETUP, then RECIPE/INVENTORY ASSIGNMENT. In this step, you are linking the menu button to the inventory recipe you just created. On the left side column, search to find your menu button item (this column lists menu button descriptions, not inventory item descriptions). Highlight it. On right side column, click in the first blank field, a drop down menu will appear. Type in the RECIPE NAME, starting with the + symbol. When the name pops in, click on it to highlight, then click APPLY TO ALL. It saves automatically. Exit window. PERFORM A TEST: Go to POS register screen, do a PRICE LOOKUP, then ring up the item using the button that corresponds to your items. Make sure it rings up properly. 3
6 McMurdo Store -- End-Of-Month (EOM) Negative Numbers Adjustment Every month, the Recreation Accountant will generate a list of Store inventory items that have negative inventory quantities. These must be fixed before the EOM period closing can occur. The date that is on this list is the date that the inventory numbers need to be fixed. This is considered the period closing date or EOM date. 1. The first step is to determine what the correct balance was on the period closing date. Follow these steps: A. Print a STOCK ON HAND report for today s (current) date. REPORT EXPLORER STORE REPORTS folder STOCK ON HAND STORE For the report, select all the items on your negative balance list FOR THE CURRENT (Today s) DATE. HINT: Select the first letter of the item, then use Page Up or Page Down keys to move through the list faster. Use arrow keys to scroll down one item at a time. B. Take an actual physical count of the items on the list Go out onto the floor and/or stockrooms and take a careful count of the items. Be thorough. C. Determine the Variance The variance is the amount the negative balance must be adjusted by. Calculate the difference between the physical count and the quantity on the Stock On Hand report for the current day. The resulting number is the VARIANCE. Example: Recreation hands you a negative numbers list that has Cheetos on it at a quantity of 5. The Stock On Hand report for Cheetos on today s date shows a quantity of 10. The physical count you just did shows there are 20 bags on the shelf. The difference between the physical count (20) and the current Stock On Hand report quantity (-10) is 30 (20 minus neg. 10 equals 30). Your variance is 30. Apply this variance number to the number on the original negative numbers list in this case 5. This would make the correct inventory quantity (on that EOM day) plus 30 equals 25 (25 is the correct count for the EOM day) Use the above example to calculate the variance for all the items on your list. Now you must manually reset the count to fix the quantities in Micros. 4
7 2. Reset The Negative Counts A. Create a Count Task List set up a temporary count list with all the items that need to be adjusted. PRODUCT MANAGEMENT SETUP INVENTORY COUNT TASKS Use the pre-existing count list that has been set up for the Store called Adjust Month End Store. Highlight it and click MODIFY. In the INVENTORY COUNT TASK SETUP screen, change the filter to INVENTORY ITEMS. The box on the left of the screen is all inventory items in the system. The box on the right is the list of items you are going to adjust. If there are some existing items on the right side, remove those first by highlighting them and using the red arrow to move them over to the other side. Then, select your adjustment items on the left side and move them over to the right using the red arrows. Hint: To quickly select items on the left, start typing the item name it will automatically pop down to the letters you type. Once all your items have been selected, click OK and a new count list is created. Click CLOSE to return to the PRODUCT MANAGEMENT screen. 3. Enter The Correct Counts PRODUCT MANAGEMENT INVENTORY ENTER COUNTS Select ENTER A NEW COUNT, click OK Select ADJUST MONTH END STORE, click SELECT VERY IMPORTANT! Change the date in the upper right to the EOM day (the date on your original negative numbers list sent from Recreation). Enter the correct number in the blank field for each item. Double check to make sure it s all correct. Select PREVIEW, then click on the printer icon, click OK to print out a copy (very important to print this out). IMPORTANT! Verify that the date on the INVENTORY COUNT VARIANCE PREVIEW is the EOM date and not today s date (unless they are one in the same). 5
8 4. Reconciling the Inventory Count To reconcile, click CLOSE, then SAVE, then choose NO when it asks if you would like to reconcile. Next, go back to the main PRODUCT MANAGEMENT screen, press INVENTORY ENTER COUNTS UPDATE/MODIFY AN EXISTING COUNT. Highlight the inventory account task you wish to reconcile in the list and press the RECONCILE button. The count task will disappear from the screen. Click CLOSE to finish. Note: To save the Inventory Count without reconciling, select SAVE, then choose NO when it asks if you d like to reconcile. To reopen the count, got to PRODUCT MANAGEMENT INVENTORY ENTER COUNTS UPDATE MODIFY AN EXISTING COUNT. Alternate Reconciling Method: PRODUCT MANAGEMENT INVENTORY RECONCILE COUNTS 5. Last Step Run a New STOCK ON HAND report for current date. Quantity should equal your current inventory count. Staple all documents together in sequential order, put your name and date the paperwork and file. Recreation Accounting person to let them know it has been completed. They will not be able to complete their End of Month until the Store s negative counts have been corrected. 6
9 Entering Inventory and Receiving into Micros POS Basic steps in the process: A. Put item in inventory (Product Management screen) B. Put item on the POS menu (Configurator screen) C. Link the two together (Product Management screen) D. Begin receiving process: Create a Purchase Order (Product Management screen) E. Receive the Purchase Order F. Approve the Invoice G. Assign a bar code (pre-existing or assigned) to the item Codes for Entry into Micros POS Jay Kelly 1366 A. Putting Items Into Inventory (new item) PRODUCT MANAGEMENT screen Setup Inventory Items Double check to make sure the item is not in the list already, very important! Search by section (souvenirs at top, food towards middle, non-foods and clothing last). Select last item in section to add to. Click + to add, blank field will insert below last number. Click on Record View tab. Type in the new name for the item in the left hand column (write the item # on the TCN for reference). Capitalize each word and use a dash with one space on either side to keep the format the same. Click on the Name 2 field, the information should just pop in. Note: if reusing a number, you need to type the item name manually into the Name 2 field. Cost put in our cost (on TCN) or look in the Mapcon record to get the price. retail price Make sure the Inventory Item bubble is checked Leave the date alone UNITS TAB Each retail (all 4 fields) CLASSES/GROUPS TAB Default inventory item store 7
10 Item Class sold as retail Very important! Otherwise you won t be able to link a barcode to the item! Inventory Cost Group - select drop down. Default Cost Center always store. Click on the green check mark to save. B. Creating A Button For The Item On The POS Menu Screen POS CONFIGURE Screen Menu Items (scroll to section where you are going to use your item #). Select last item in section highlight it. F5 to copy. F6 to paste (pasting will create a new blank record and paste info into it). Edit info in the new record to reflect the item you are entering. PLU put in four digit barcode number PRICES TAB enter price 10 times in fields. Save by clicking green check mark. Ignore all other fields at the bottom. C. Link The Menu Button To The Inventory Module PRODUCT MANAGEMENT screen: Setup Recipe/Inventory Assignment. Find item (scroll by number). Select item. Highlight first line of Recipe/Inventory item, double click for drop down menu. Find item on the list (will be the same format as in inventory). Click Apply to All button (it automatically saves). D. Receiving Into MICROS: CREATE A PURCHASE ORDER (PO) PRODUCT MANAGEMENT screen: Ordering Create an order Order Name: type in TCN number (last 8 digits with dash). Place Date and Delivery Date: use drop-down calendar and pop in today s date on both. Item (type in first few letters to go to required entry). Note: if items are under the same item code, but different prices, it must be received separately. Unit: each. Order Quantity enter number of units on TCN. Price: (our cost, look in Mapcon). 8
11 Cost Center: Store. Vendor: Get from Mapcon or look on TCN to see if it s written on there. When done, click PLACE ORDER. Click IGNORE when message pops up. Double check your info to make sure it s correct on the Completed Orders Screen. Click APPROVE, then CLOSE. The PO will print to the printer. Write Received into POS, your name and date under the Comments section of the PO, sign your name. Staple the PO to the back of the TCN. E. Receiving Of The Inventory PRODUCT MANAGEMENT Screen: Receiving With Purchase Order. Highlight PO line, then click SELECT. ID: type in the TCN number (8 digits with dash. If no TCN # is available, put some other identifying info in this field). Check the Received Box this will make the TOTAL field turn red. YOU MUST PUT THE UNADJUSTED TOTAL NUMBER IN THE RED TOTAL FIELD! Click SAVE, then CLOSE. F. Final Step In Receiving: Reconciling PRODUCT MANAGEMENT Screen: Invoices Approve Invoices For Payment. Click in Approved box (make absolutely sure your info is correct because after clicking approved, you cannot go back and make changes). Click SAVE and the PO will disappear from the screen. Final thing: highlight the first line of each item on the TCN with highlighter pen to let others know those items have been received into inventory. G. BARCODE (assigning a 4-digit barcode number or using an existing barcode on the packaging) POS CONFIGURATOR Screen 9
12 Click on BARCODES button. Scroll down in barcode view to find the last barcode used (goes in straight sequential order). Go back to Number View, scroll down to last # before current product number. Highlight it. Click on the + symbol to add a space in. Type in the new barcode number. Under menu item dropdown list, type in the product number and select the correct item. Ignore the rest of the fields. Click the green check mark to save. Note: For barcodes on packaging, scan it and see what number comes up on the screen. Use that number when entering. Sometimes it will differ slightly sometimes there is an extra number in the front, extra zeros in the middle or a number left off the end. DONE! How to change the price of an item that is already in the system POS CONFIGURATOR Screen: Menu Items button Scroll to find item by number or name. PRICES tab, click in first fixed pricing field. Put in new price, tab 2 times. Repeat 10 times Click on green check mark to save. WRITE PRICE, BAR CODE AND SYSTEM NUMBER ON TCN! 10
13 Returning Inventory through Micros Receiving Module This is the only way to correct a wrong cost that s been entered through the receiving process. The items must be returned, then re-received with the correct cost. 1. PRODUCT MANAGEMENT SCREEN RECEIVING ITEM RETURN Vendor: Use Correct Inventory Errors. ID: Something short to identify the transaction such as the item name Fill in ITEM, COST CENTER is Store, QTY TO BE RETURNED AND PRICE (COST) *Note, the cost entered must be the same as what was initially received. Click SUSPEND (NOT SAVE!). Access Suspended Receipt through the REPORT EXPLORER menu. It s at the bottom of the list of reports will the other Store reports. This step must be done before proceeding! Contact the Recreation Accounting person to print out the suspended receipt that is the only terminal that can currently print these transactions. Must print this out before proceeding to the next step. 2. PRODUCT MANAGEMENT SCREEN -- RECEIVING COMPLETE SUSPENDED RECEIPTS Highlight the receipt you want and click SELECT. Enter the UNADJUSTED TOTAL (upper right corner) in the TOTAL box (middle). Note: The unadjusted total will be a negative number, make sure to enter as a negative number. Click SAVE, then CLOSE. 3. PRODUCT MANAGEMENT SCREEN -- INVOICES APPROVE INVOICES FOR PAYMENT Click inside the APPROVED box until there is a checkmark showing. Click SAVE. 4. Run a STOCK ON HAND or INVENTORY TRANSACTION report through the REPORT EXPLORER. Attach the SUSPENDED RECEIPT printout to the report. 11
14 Spoiling Inventory (Waste) There are two ways to spoil out inventory. One is at the POS sales screen and the other is through the Product Management screen. The advantage of using the Product Management screen is that you can print it out. At the Main POS Sales Screen: Press the COMMON CHECK FUNCTIONS button. Press the BEGIN WASTE CHK button. You will see Chk 9999 in the upper left corner of the screen in red. Scan or enter all items. Press Previous Screen then enter the TOTAL on the numeric keypad and press CASH. The register drawer will open and a receipt will print. IMPORTANT NOTE: DO NOT try and void an item from the waste check once you have started this will really mess things up! Enter things carefully and get it right. If you make a mistake, just proceed, then correct the error by manual inventory adjustment. At the Product Management Screen: Select INVENTORY DECLARE ALLOWANCES Declaration Date: usually today s date Enter item using the pop-down menu (use the TAB key only to advance to the right). Enter QTY (TAB). Under allowance, use the pop-down menu to enter WASTE. Under reason, type a short reason for the spoil. Click PRINT, select DECLARED ALLOWANCES. After printing, select CLOSE, then SAVE. FINAL STEP: After each, run a STOCK TRANSACTION report to make sure items were taken out of inventory. Another way of viewing the waste transaction: PRODUCT MANAGEMENT SCREEN, select INVENTORY, then MODIFY ALLOWANCE. Waste transactions will be listed on that screen. 12
15 Micros Sale Pricing Procedures 1. Take a deep relaxing breath 2. Log onto POS Configurator from Micros. 3. Check to be sure that the Sales tab is open. 4. Choose the Menu Items tab, Record View. 5. Scroll or Page Down to the desired item.. 6. Select the item. Sort by Name or the six digit Number descriptor. 7. Move to the Prices tab. 8. Change the price to the desired sale price only on the Fixed Pricing column. Tab through the form to enter the price 10 times. 9. Choose the effective date (and if the price change is for a specific time period an end date can be entered). 10. Save the changes by clicking the green check mark near the top of the window. 11. You re done! 13
AccuPOS to MAS90/200 Integration Guide
AccuPOS to MAS90/200 Integration Guide Part I - MAS90 Company Setup In order to use AccuPOS Point of Sale and have it integrate with MAS90/200 for inventory and accounting purposes, we ask that you setup
Inventek Point of Sale 7.0. Quick Start. Sigma Software Solutions, Inc. Manual
Inventek Point of Sale 7.0 Quick Start Sigma Software Solutions, Inc. Manual Inventek POS Quick Start Login Procedure You are now ready to begin using the Inventek Point of Sale program. To open the software,
Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009
Chapter 28 Point of Sale FrontDesk v4.1.25 Point of Sale Poi nt of Sale But tons Point of Sale Menus Opening and Closing Register Drawers Making a Sale Voiding Invoices Reprinting Receipts Selling Gift
MAITRE D STANDARD OPERATING PROCEDURES
MAITRE D STANDARD OPERATING PROCEDURES Version 1.0 March 2013 1 CONTENTS Basic Sale... 5 Adding and removing items from a sale... 8 Clearing a Sale... 8 Closing out to a EMV Credit/Debit... 10 How to open
Micros Documentation
Micros Documentation Table of Contents Manager Procedures Entering Employee in System 1 Adjusting Time Cards 3 Adjust Time Cards at PC 3 Adjust Time Cards at Register 4 Assigning Manager Swipe Cards 5
WINDOWS INVENTORY General Procedures Guide
WINDOWS INVENTORY General Procedures Guide All Rights Reserved by Banyon Data Systems, Inc. 101 W Burnsville Parkway Burnsville, Minnesota 55337 (800) 229-1130 www.banyon.com README FIRST Software Installation
Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7
Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...
micros e7 Common Manager Operations COPPERSTATE BUSINESS SYSTEMS (480) 603-3020
micros e7 Common Manager Operations COPPERSTATE BUSINESS SYSTEMS (480) 603-3020 PROCEDURE: Clocking out an Employee that did not clock 1) Using a Manager Card or ID, enter Manager Procedures 2) Press Employees
2) Point of Sale Handbook BASIC TRAINING WORKSHOP & REFERENCE MANUAL
2) Point of Sale Handbook BASIC TRAINING WORKSHOP & REFERENCE MANUAL E4W Level 14 Last Revision on Wednesday, February 09, 2005 TRAINING ASSISTANCE Help is available to aid you in the operation of your
INVENTORY MANAGEMENT. TechStorm. http://www.gotechstorm.com/howto/inventorymanagement.pdf
INVENTORY MANAGEMENT TechStorm http://www.gotechstorm.com/howto/inventorymanagement.pdf Inventory Management Table Of Contents Add Inventory Items In Tablet... 3 Transaction Flow for Adding Inventory in
Colorado Medical Assistance Program Web Portal Dental Claims User Guide
Colorado Medical Assistance Program Web Portal Dental Claims User Guide The Dental Claim Lookup screen (Figure 1) is the main screen from which to manage Dental claims. It consists of different sections
Getting Started with POS. Omni POS Getting Started Manual. switched on accounting
Omni POS Getting Started Manual switched on accounting i i Getting Started with Omni POS Table Of Contents Overview...1 Setting up POS...2 Initial Steps...2 Tellers...2 POS Clearing Account...3 Printing...4
Point Of Sale Payment Processing
Point Of Sale Payment Processing TechStorm http://www.gotechstorm.com/howto/pos.pdf Contents Point of Sale Payment Processing... 3 Transaction Flow for processing sales... 3 Barcode Scan an Item... 3 Choose
9 Vendors. Add Vendor. Edit Vendor. Vendors is designed for simple vendor management. The main view is a Vendor List, a
9 Vendors Vendors is designed for simple vendor management. The main view is a Vendor List, a summary of all vendors. Tabs at the bottom of the page help you navigate Vendors: Vendor List, Vendor Details,
CDC Enterprise Inventory Management System. The Basics
CDC Enterprise Inventory Management System The Basics Page 2 of 71 Table of Contents 1 User Manager:... 6 1.1 Create New User:... 7 1.2 User Permissions... 7 1.3 Edit Existing User:... 8 1.4 Register User:...
FrontDesk Installation And Configuration
Chapter 2 FrontDesk Installation And Configuration FrontDesk v4.1.25 FrontDesk Software Install Online Software Activation Installing State Related Databases Setting up a Workstation Internet Transfer
WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6. Logging In to Your POS... 7. Refreshing the POS Settings...
Retail Service User Guide. Page 2 of 81 Table of Contents WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6 Logging In to Your POS... 7 Refreshing the POS Settings... 8 Clocking In and
CPSM MEDITECH 5.67. Inventory Inquiries
CPSM MEDITECH 5.67 Inventory Inquiries Contents CPSM Inventory Inquires... 2 Stock Inquiry... 2 Select... 11 Item Inquiry... 16 Purchase Order Inquiry... 32 Check Purchase Order Number... 38 View Vendor
Menumate Stock Control 10 Steps to Total Stock Control
Menumate Stock Control 10 Steps to Total Stock Control Introduction Stock Control is an important part of any hospitality business. Industry statistics indicate a hospitality business with no stock control
How To Set Up A Restaurant Profit Maximizer
Inventory Guide Version 8 2 nd Edition Revised 2013 KIS Software, Inc. Table of Contents Introducing MicroSale s RPM Inventory Program... 2 Features of MicroSale RPM Program... 2 Getting Started... 3 Navigating
User Manual. CashFootprint Retail Point-of-Sale, Professional Edition. Copyright 2011-2013, LotHill Solutions, LLC. All rights reserved.
CashFootprint Retail Point-of-Sale, Professional Edition User Manual Copyright 2011-2013, LotHill Solutions, LLC. All rights reserved. LotHill Solutions, LLC 8616 Kell Ave. S. Minneapolis, MN 55437 Toll:
Online School Payments (OSP) User Guide
Online School Payments (OSP) User Guide November, 2013 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7
Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries
Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries 1 1. Introducing the Octopus Point-of-Sale (POS) System The Octopus Point-of-Sale System, unlike
How do I Sell A Used Item? How do I Close a Repair with Inventory Used? How do I Reprint Barcode Label? How do I edit Clock In/Out entries?
1 How do I Sell A Used Item? Mouse over the List tab on the Dashboard. Click on Used Phone. Scroll through the list or enter item name or IMEI number in the search bar. Once item is found, click on the
City of Dallas. WASP MOBILE ASSET Professional Edition Version 6.3 STEP-BY-STEP GUIDE
City of Dallas WASP MOBILE ASSET Professional Edition Version 6.3 STEP-BY-STEP GUIDE Office of Emergency Management Revised July 3, 2013 Table of Contents ENTERING NEW EQUIPMENT... 1 PRINTING LABELS...
How To Use Standard Pos On A Pc Or Macbook Powerbook 2.5.2.2 (Powerbook 2)
Integrated Point of Sales System for Mac OS X Program version: 6.3.22 110401 2012 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard POS is a powerful point of sales system for small shops and
Integrated Accounting System for Mac OS X
Integrated Accounting System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Accounts is a powerful accounting system for Mac OS X. Text in square
February 2010 Version 6.1
HansaWorld University Point Of Sales (POS) Training Material HansaWorld Ltd. February 2010 Version 6.1 Table Of Contents INTRODUCTION...5 What is Point Of Sales?...5 THE 4 DIFFERENT WAYS OF USING POS...6
Pay.It. Run.It! Retail Software Pay.It! 1
Pay.It Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced
Keep your search simple. Only the last name is required. First name and Phone are optional.
Creating a new Parts Invoice A Part Invoice is used to record part sales to a customer. When opening a new Parts Invoice, Dealer Logic will assign the next Invoice Number. The date will be the date the
Studio Designer 80 Guide
Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the
OSP User Guide. 1 P a g e
Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7
NEXTGEN TRAINING TRANSACTIONS. I. Vendor Maintenance. Purchase Order Entry. Invoice Entry. Cash Disbursements. V. Journal Entry Cash Receipts
TRANSACTIONS I. Vendor Maintenance II. Purchase Order Entry III. Invoice Entry NEXTGEN TRAINING IV. Cash Disbursements V. Journal Entry Cash Receipts Janet Cowart VI. VII. Queries/Reports Bank Statement
Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com
Training 2010 Financial to Accounting Transition Book 3: Transactions & Corrections Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Book 3 Transactions & Corrections Basic Transactions...
CALCASIEU PARISH SCHOOL BOARD SCHOOL ACTIVITY FUNDS EPES ACCOUNTING PROCEDURES MANUAL
CALCASIEU PARISH SCHOOL BOARD SCHOOL ACTIVITY FUNDS EPES ACCOUNTING PROCEDURES MANUAL TABLE OF CONTENTS CPSB SAF EPES Procedures Manual START UP 4 Log in 4 Main Screen 5 Exit 5 UTILITIES 5 Preferences
ZeusPOS User s Manual TABLE OF CONTENTS
ZeusPOS User s Manual TABLE OF CONTENTS ZeusPOS Configuration Pag. Getting Started.. 2 Store Setup.. 4 Software Activation... 5 Employee Setup... 6 Table Setup.. 7 Menu Categories.. 8 Menu Setup.. 9 Items
ARCHDIOCESE OF LOUISVILLE FOOD SERVICE POS TRAINING MANUAL
ARCHDIOCESE OF LOUISVILLE FOOD SERVICE POS TRAINING MANUAL Archdiocese of Louisville Food Service Director Juanita Bisig 212 East College Street P.O. Box 1073 Louisville, KY 40201 (502) 585-3291 ext 1123
DIRECT PAYMENTS (ACH TRANSFER MODULE)
DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic
All V7 registers support barcode printing, except the Sharp 410/420 1A ROM and that limitation is based upon the register.
Tools Section Barcode Printing These are basic instructions for Version 7 Polling barcode printing. Users will need to have a PLU/UPC file containing either UPC-A, UPC-E, EAN 13 or EAN 8 numbers, label
Copyright 2011 Business Management Systems. Web Based ERP/CRM Software
Web Based ERP/CRM Software INTRODUCTION... 7 Features... 8 Services... 9 INSTALLATION... 10 CUSTOMER FILE... 11 Add Customer... 11 Modify Customer... 13 Add Ship To... 14 Modify Ship To... 15 Reports...
USING THE MODEL IQ 1000 INTELLICLOCK
USING THE MODEL IQ 1000 INTELLICLOCK The IQ 1000 is an advanced model of time clock with many features and benefits designed to offer you a wide range of options in how you collect your time and attendance
Workflow Process: Purchasing. Ordering Process
Workflow Process: Purchasing Ordering Process To determine the number of products needed, you first have to start with the assemblies. You want to look at how many are on hand, then estimate what the sales
Introduction to Mamut Point of Sale
// Mamut Point of Sale Introduction to Mamut Point of Sale Contents News in Mamut Point of Sale version 3.5... 2 Mamut Point of Sale... 3 Definitions of words and expressions used in the program... 7 Getting
Using Intelligent Inventory with DVM Manager
Using Intelligent Inventory with DVM Manager Revised March 26, 2014 2014 ImproMed, LLC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval
October 2012. Easy Steps to use ESCIMS At Point of Sale
October 2012 Easy Steps to use ESCIMS At Point of Sale Point of Sale Process List # POS Processes 1 Log In 2 Receive Supplies 3 Issue Stock to Counter 4 Sale Case/ Bottle 5 Inventory Lookup 6 Return Bottle/
CONFIGURING VIRTUAL TERMINAL: This is the screen you will see when you first open Virtual Terminal
CONFIGURING VIRTUAL TERMINAL: This is the screen you will see when you first open Virtual Terminal Before you begin you must configure the Options for Virtual Terminal. Click on the Options drop down menu
ONE POS User Manual. A brief hand guide for ONE ERP POS SYSTEM MYIT SOLUTION. Latest update on: 03/09/12
ONE POS User Manual A brief hand guide for ONE ERP POS SYSTEM MYIT SOLUTION Latest update on: 03/09/12 TABLE OF CONTENTS CHAPTER 1 - SETTINGS Database Setup... 3 Printer Configuration... 5 Cash Drawer
POS-X Stock Manager User s Guide
POS-X Stock Manager User s Guide Version 1.3 Copyright 2005 POS-X Inc. All rights reserved. POS-X.com 1-800-790-8657 1 POS-X Stock Manager User s Guide Stock Manager Version 1.1.67 POS-X Inc. Telephone:
efunds User Guide For School Office Employees
efunds User Guide For School Office Employees Table of Contents Introduction & Login Procedure... 1 Welcome to efunds: Main Screen... 3 General Ledger... 3 Receive Money... 3 Pay Bills... 3 Bank Reconciliation...
Copyright 2009. Wolf Track Software
Copyright 2009. Wolf Track Software No part of this publication may be reproduced in any form, by Photostat, Microfilm, xerography, or any other means, which are now known, or to be invented, or incorporated
Retail Cashier s Manual Point of Sales System
Retail Cashier s Manual Point of Sales System Revision 1 Approved by Jim Scott Posting Date 9/18/07 Active Divisions/Departments Area Directorate/Station Services Raytheon Polar Services Company Station
Contact Information Sales/Marketing info@upfrontsoftware.com Support support@upfrontsoftware.com
Product Summary UpFront Software is a windows-based Point of Sale software system designed to meet the needs of the Grocery and Convenience store industries. The system offers a wide variety of features
Business Software Solutions. Business Plus Accounting Touch POS Quick Start Guide
Business Software Solutions Business Plus Accounting Touch POS Quick Start Guide Contents Initial System Startup... 3 Defining Employees... 4 Creating Your Sales Menu... 5 Adding Product Information to
Inventek Point of Sale 7.0. Manual. Sigma Software Solutions, Inc. Manual Copyright 2008 by Sigma Software Solutions, Inc.
Inventek Point of Sale 7.0 Manual Sigma Software Solutions, Inc. Manual Copyright 2008 by Sigma Software Solutions, Inc. Table of Contents Introduction Thank you for purchasing Inventek Point of Sale.
DiPOS User Manual. Tel: 510-770-1388. Fax: 510-257-1610. dinatouch@gmail.com. Address: 44835 Industrial Dr., Fremont, CA 94538
DiPOS User Manual Tel: 510-770-1388 Fax: 510-257-1610 Email: Website: dinatouch@gmail.com www.dinatouch.com Address: 44835 Industrial Dr., Fremont, CA 94538 Table Status: DiPOS User Manual a. White Empty
2B-Inventory for Microsoft RMS and POS Quick Start
2B-Inventory for Microsoft RMS and POS Quick Start WARNING: When the mobile device s main battery runs low, you will see a popup notification on the mobile device s screen indicating low power. Upon receiving
Point of Sale Setting up Stock Items User Guide
Point of Sale Setting up Stock Items User Guide Page 1 of 28 Table of Contents Stock File... 3 Create Stock Categories... 3 Create a New Stock Item... 4 Add Stock to a New Shop Location... 5 Enter Stock
Table of Contents. GETTING STARTED...1 Technical Support...1 Scanner Configuration...2 Login and Select a Mode...4
Barcode Scanner Table of Contents GETTING STARTED...1 Technical Support...1 Scanner Configuration...2 Login and Select a Mode...4 USING THE SCANNER...7 Basic Functionality...7 Shipping or Receiving Mode...8
Table of Contents. www.scholastic.com/bookfairs/easyscan
Quick Start Guide Table of Contents Equipment Setup and Break-Down 1-2 Processing a Sale 3 Payment Types 3 Tax Change 3 Scanning Items 4 Price Checks 4 Voids 4 Returns 4 Reprints 4 Gift Certificates 5
OVERVIEW SALES END OF DAY TIMECLOCK LOGIN PRACTICE. QuickBooks Point Of Sale User Manual
OVERVIEW SALES END OF DAY TIMECLOCK LOGIN PRACTICE QuickBooks Point Of Sale User Manual Overview QuickBooks Point of Sale (POS) is used to ring up sales, manage customers, provide inventory control, and
INTERCALL ONLINE Administrator Invoices User Guide
INTERCALL ONLINE Administrator Invoices User Guide Access your invoices online, set up new billing accounts and view or edit existing billing accounts. With InterCall Online, also monitor and analyze your
POINT OF SALE (POS) - OPTION 600
POINT OF SALE (POS) - OPTION 600 Note: See Section 1. Recommended Hardware for this Option. The Conveyorware Point of Sale (POS) Menu contains all the functions needed for retail sales management transactions.
Integrated Accounting System for Mac OS X and Windows
Integrated Accounting System for Mac OS X and Windows Program version: 6.2 110111 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Books by HansaWorld is a powerful accounting system for the Mac
Vendor Configuration, Ordering, and Receiving. Kroll 9.1. Kroll 9.1
Vendor Configuration, Ordering, and Receiving Kroll 9.1 Kroll 9.1 Contents Vendor Configuration... 1 Catalog Tab... 3 Ordering Tab... 6 Receiving Tab... 7 General Tab... 9 Preventing OTC Inventory Adjustments...
Step-by-Step Instructions for Using OPOL Order Manager
Step-by-Step Instructions for Using OPOL Order Manager Getting Started: 1. Once you have logged on to OPOL, you will automatically be taken to the Order Manager screen. At the bottom of the screen there
The POS system can track sales by various payment methods like cash, checks, credit cards, coupons, and gift certificates.
Point-Of-Sale Overview You can use the Point-of-Sale module (POS) to create Cash Receipts, Invoices, and receive A/R Payments. In addition, you can create returns for Receipts and Invoices. The POS system
Aeries Student Information System Attendance Notes October 3, 2008
Aeries Student Information System Attendance Notes October 3, 2008 The Attendance Notes will give schools the ability to store Attendance Notes within Aeries from the Period and Daily Attendance form.
NEXTGEN BUDGETARY ACCOUNTING TRAINING
NEXTGEN BUDGETARY ACCOUNTING TRAINING TRANSACTIONS I. Vendor Maintenance II. III. IV. Requisition Entry - Routing Purchase Order Entry Accounts Payable - Invoice Entry V. Accounts Payable - Cash Disbursements
The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.
End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:
8.0.0.0.0 Accounts Receivable. I. Overview Definitions and Abbreviations. Equipment and Supplies Required
8.0.0.0.0 Accounts Receivable I. Overview Definitions and Abbreviations Equipment and Supplies Required Page 1 of 36 Revised October 2015 Version 4 II. Job Position(s) Accounts Receivable Clerk Page 2
Table of Contents. www.scholastic.com/bookfairs/easyscan
Quick Start Guide Table of Contents Equipment Setup and Break-Down 1-2 Processing a Sale 3 Payment Types 3 Tax Change 3 Scanning Items 4 Price Checks 4 Voids 4 Returns 4 Reprints 4 Gift Certificates 5
UW- Green Bay QuickBooks Accounts Receivable User Manual
UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering
Results CRM 2012 User Manual
Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation
Integrated Invoicing and Debt Management System for Mac OS X
Integrated Invoicing and Debt Management System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Invoicing is a powerful invoicing and debt management
FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12.
FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS 1. Stock Movement...2 2. Physical Stock Adjustment...7 (Compiled for FINACS v 2.12.002) FINACS INVENTORY Page 2 of 9 1. Stock Movement Inventory
To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.
TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to
Reconciling a Bank Statement
Reconciling a Bank Statement 1. Under Data Adjustments Receipt add interest Claim take out bank charges 2. Under Check Recon Reconcile Bank Statement a. Always do trial first b. Fill in information, then
Retail POS Quick Reference Guide
Retail POS Quick Reference Guide 1 Overview This Quick Reference Guide shows how to set up and configure the Retail Point of Sale (POS) module, and use this module to post sales transactions directly from
Sales Person Commission
Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11
CREATING CUSTOMERS - OPTION 200
CREATING CUSTOMERS - OPTION 200 Customer Accounts provide the framework to manage financing, billing, sales territories, commissions, customizing services and shipping. Sales can be created through individual
How To Setup & Use Insight Salon & Spa Software Payroll - Australia
How To Setup & Use Insight Salon & Spa Software Payroll - Australia Introduction The Insight Salon & Spa Software Payroll system is one of the most powerful sections of Insight. It can save you a lot of
Chapter 3 Claims June 2012
Chapter 3 Claims This Page Left Blank Intentionally CTAS User Manual 3-1 Claims: Introduction Checks All payments must be supported by an approved claim. Claims should be prepared for every check to be
01646 601992 (Office Hours) 07699 731616 (Pager) Contents
BACK OFFICE MANUAL Contents Introduction... 3 Adding New Sales Items To The EPOS System... 6 To Create A New Product Category... 6 Adding A New PLU... 7 Product Options... 8 Product Modifiers... 9 EPOS
EPOS Manual. Version 5.0.54. Produced by: Merlin Software Ltd B.B.I.C. Innovation Way BARNSLEY, S75 1JL
EPOS Manual Version 5.0.54 Produced by: Merlin Software Ltd B.B.I.C. Innovation Way BARNSLEY, S75 1JL Telephone: (01226) 321213 Fax: (01226) 321284 Web: http://www.merlinsoft.co.uk E-Mail: support@merlinsoft.co.uk
MOVE.IT USER MANUAL VERSION 4
MOVE.IT USER MANUAL VERSION 4 Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this
TCS Payment Processing Interface 1.0
TCS Payment Processing Interface 1.0 Purpose: Integrate Shift 4 payment card processing into TCS Reservations. Setup: To configure TCS reservations for use with Shift 4 UTG. First install the Shift4 UTG
Accounts Payable FIS Manual
Accounts Payable FIS Manual Table of Contents Direct Pay Invoice... 3 Regular Pay Invoice (keying against PO)... 11 Credit Memo... 19 Creating a Purchase Order (PO)... 24 Printing a PO... 34 Canceling/Deleting
Business Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers
Version 9.0 Document Generation Date 2/24/2009 Last Changed by Jeff Joy Status Final Navigation Creating a Control Group and Vouchers 1. Click the Control Groups link. 2. Click the Group Information link.
[ Learning Outcomes ] [ Learning Objectives ]
S A G E P A S T E L P A R T N E R V 1 2 P o i n t o f S a l e [ Point of Sale ] [ Learning Outcomes ] In this module, you are going to explore the Sage Pastel V12 Point of Sale add-on module. You will
WHAT YOU OWN HOME INVENTORY SOFTWARE
WHAT YOU OWN HOME INVENTORY Version 4.19 Copyright 2013 M- One Studio, LLC www.m-onestudio.com Contents Getting Started... 1 About WHAT YOU OWN HOME INVENTORY SOFTWARE... 1 Download and Install the Software...
Purchase Requisitions Customizing Your Desktop Settings
Procurement Page 1 Table of Contents Table of Contents... 1 Purchase Requisitions Customizing Your Desktop Settings... 2 Favorite Settings Importing Favorites... 2 Personal Settings... 2 Default Settings
Advanced Outlook Tutorials
Advanced Outlook Tutorials Filtering: Create a filter to send email directly to a specific folder from a certain sender: 1. Right click on the sender s email. 2. Choose Rules. 3. Click on Create Rule.
CHAPTER 5: PROCESS PURCHASES
Chapter 5: Process Purchases CHAPTER 5: PROCESS PURCHASES Objectives Introduction The objectives are: Outline a complete purchase process and how it connects to other application areas. Set up a new vendor
Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home
Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...
County Accounting Manual
Transfer Funds County Accounting Manual Contents: Before Creating Transfer Transfer from Checking to Existing Savings Transfer from Checking to New Savings Move Money Direct Bank Transfer Move Money Write
How To Sync Between Quickbooks And Act
QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing
Lesson Eight Using Accounts Payable (Suppliers)
Lesson Eight Using Accounts Payable (Suppliers) Accounts Payable transactions can be entered in a variety of ways. Purchase Orders can be entered and printed to request products or services from your vendors.
You can see a product s details by scrolling to the desired name, tapping that row, then press Product Details tab at page bottom.
6 Products Products is designed for simple inventory management. The main view is the Product List, a summary of all products in your inventory. The items in black are those that are well stocked. The
The Purchasing Wizard
The Purchasing Wizard INTRODUCTION The Purchasing Wizard allows for the creation of purchase orders based upon restocking requirements (min/max or usage) or task parts lists. The wizard automatically creates
SENDING EMAILS & MESSAGES TO GROUPS
SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...