S p e c i f i c a t i o n s INTENDED AUDIENCE DATE LAST UPDATED AUTHOR PROGRAM VERSION GENERAL 15 November 2012 DARYL GABIN Up to and inclusive of 2.9.7 Copyright 2012 Conceptek.S.A.- All rights reserved
Table of Contents TABLE OF CONTENTS 2 OVERVIEW 3 FUNCTIONALITY 4 POS Operations 4 BACK OFFICE OPERATIONS 6 POS & BACK OFFICE REPORTS 7 POS 7 Member Client Account (POS) 10 Stock Control (Back Office) 10 Inventory (Back Office) 11 Sales (Back Office) 12 Product Specifications v2.9.7 - Shop Point of Sale - POS 2
OVERVIEW This Concept POS software is able to act as both a stand-alone product and a fully-integrated module to the Concept Golf Reservations Software, Concept Clients and Membership Module and the Concept Spa and Leisure system. The product, with detailed Stock Control features, is touch screen and bar code compliant, making for quick and easy operation. A number of interfaces also exist to MICROS-Fidelio s PMS systems, account packages and credit card interfaces. In addition to the Interfaces with Micros-Fidelio products CSS POS is also certified with Servebase Chip and Pin functionality as well as compatible with Agilisys LMS system and Protobase certification for PA-DSS. The following document outlines the functionality available. For further background information on this module or other software products or Concept services available, please visit our website: www.conceptsoftwaresystems.com Product Specifications v2.9.7 - Shop Point of Sale - POS 3
FUNCTIONALITY POS Operations 3 Bar code scanning 3 Touch screen compatibility 3 Credit card swipe compatible (see interfaces for certified CC clearing interfaces) 3 Association of transaction to client for spend analysis 3 Credit control 3 Two-way integration with membership module 3 Payments to member account 3 Account redirect options for family/corporate account spend 3 Create and edit member/client details from POS 3 Quick Address interface 3 Member swipe card capability 3 Journal of payments - instant view of every retail transaction 3 Full integration with Concept s Back Office stock control module 3 Payment to guest rooms with detail of transaction (see interfaces) 3 View/void option 3 Change method of payment option 3 User privileges by SMART card or password 3 Auto logoff if POS remains inactive for X amount of time (configurable) 3 Auto logoff after each sale option 3 User access defined by Concept User Control Manager Module (see Users Manager Spec for more details) 3 Each button can be switched on/off dependant on user level and user 3 Automatic posting to Journal for immediate revenue update 3 User audit trail for all sales, reports, etc 3 Multi-currency compatibility 3 Up to 4 methods of payment per transaction 3 Unlimited number of payment types - user defined 3 Foreign currency transactions 3 Foreign currency converter 3 Item prices and tax immediately available when item selected (for USA select tax on sale). 3 Frequent client database so spend can be tracked for non-members & guests 3 Quick Sales Keys available for top-selling products generated by workstation 3 Multi-lingual available in English (UK), English (US), Spanish, Portuguese, French and Chinese 3 Automatic stock control (updated real-time after each transaction) 3 Discount by article or on total bill - by value or percentage Product Specifications v2.9.7 - Shop Point of Sale - POS 4
FUNCTIONALITY POS Operations (Continued) 3 Payment of activities/treatments/green fees and retail purchases in a single transaction 3 Check-in for golf 3 Partial check-in of golfers (i.e. one by one for group of 4) 3 Multiple check-in of groups for golf 3 Capture nationality of golfer at time of check-in 3 View golf reservation notes at check-in 3 Ability to make quick walk-in reservations for golf 3 Prepayment for golf and spa transactions 3 System generates thermal ticket receipt PLUS greens fee ticket that displays tee-time and rental items 3 Check-out for spa 3 Multiple check-out for Spa 3 Service charge (percentage) can be added to predefined product families. 3 Unlimited number of sales outlets/warehouses on one system 3 Tips and commission controls 3 Pre-ticket function so guest can verify bill before payment (and add tips) - plus auditing function to track pre-tickets 3 Assign card function allows a client or member to have a day card from which they can post all their charges. All charges on that card/account can then be settled on final checkout. Card is magnetic swipe. Card validity period is user defined. 3 Gift certificate sale and redeeming management tool Define different gift certificate types by $ amount or by article/service (used for series tracking) Option for gift card (swipe card) Option for system generated gift certificates - configure the design & layout. On selling the gift certificate choose whether to use an internal number (sequential) or to allocate the gift certificate an external number External numbering is for gift card functionality where on swiping the card, the card s number is added to the gift certificate tool Define whether the certificate is multi-use or for one time purchases Redeem gift certificate by selecting the method of payment gift certificate and then by swiping gift card, scanning barcode or by searching for the internal/external code. Active/blocked status available for gift certificate Define validity date for gift certificate Generate ageing report for gift certificates that show the status/balance. Product Specifications v2.9.7 - Shop Point of Sale - POS 5
FUNCTIONALITY BACK OFFICE OPERATIONS 3 Inventory procedure 3 Supplier database includes all contact details and history of purchases and pending orders 3 Supplier orders (purchase orders) tracking 3 Supplier invoices for checking orders into inventory 3 Supplier returns control 3 Supplier article exchange control 3 Supplier credit note control 3 Supplier remittance guides 3 Internal client sale control (i.e. employee uniforms not sold, though removed from inventory) 3 Stock-takes manual or by barcode scanning (Metrologic ScanPal2 for roaming barcode scanning) 3 Break articles by family, sub-family and sub-sub family for detailed filtering and reporting 3 Custom made bar codes and bar code labels 3 Bar code label production by invoice, PO, by stock check, or user defined 3 Use existing bar codes for products 3 Define whether articles can or cannot be discounted at POS 3 Ability to copy product descriptions 3 Minimum and par stock levels 3 Price amendments 3 Full stock history 3 Multiple stores and transfer between stores 3 Mark up and margin statistics 3 Detailed product creation to include colors and sizes of products 3 Attach article search groups & sales groups 3 Article codes 3 Control of sale or return goods 3 Item slow moving control 3 Partial redeemed orders controls 3 Supplier performance statistics Product Specifications v2.9.7 - Shop Point of Sale - POS 6
POS & BACK OFFICE REPORTS The following pages outline and describe the various types of reports that are obtainable from the POS and Back Office Modules. Please note that the majority of mentioned reports can be exported into: HTML, MULTI-MIME HTML, PDF, BITMAP, JPEG, METAFILE, RTF, EXCEL & XML formats.. POS 3 Bank Report Used for cashing off 3 By POS code 3 End of Day Report Close the day or shift and produce a journal of payment types, all transactions, (including refunds), by operator. 3 By POS code 3 Grouped Payments Different payments grouped by payment type. 3 Family Report This report shows a list of movements, summarized by family group. It can be by family, a selection of families or all families. 3 By customer type 3 Daily Movement Report This report shows a list of all movements broken down by payment type. It can be by individual user or by all users. To select an individual user, click on the all users button and select the user name intended. 3 Can include only discounts Product Specifications v2.9.7 - Shop Point of Sale - POS 7
POS & BACK OFFICE REPORTS 3 Daily Payment This report shows a list of all movements, broken down by document type. It can be by individual user or by all users - to select an individual user, click on the all users button and select the user name required. 3 Tax Report This report shows a list of all movements, broken down by family. It can be individual family or groups of families; you can also select to exclude families. 3 Account of Day Report Displays sales made to members accounts by day. 3 Weekly Sales This report is a bar chart showing the distribution of sales over a given period shown only by week. 3 Hourly Sales This report is a bar chart showing the busiest hours of trading by hour in a given period. It does not calculate per day. It adds all days together and calculates the number of sales per hour over all days added together. Product Specifications v2.9.7 - Shop Point of Sale - POS 8
POS & BACK OFFICE REPORTS 3 Operator This report shows a list of all movements, by operator name totalled by payment types, giving both value and number of sales. 3 Monthly Financial This report shows the number of articles sold per day throughout a calendar month broken down by family and showing total values per article for the month. 3 Golf Director Report Enables golf directors to complete a form that highlights the days takings, including green fee revenue, retail, rental items, food and beverage, utilization, weather conditions and daylight hours 3 Daily reports 3 Exercise Report 3 Gift Certificate/Voucher Control Run a report between dates to see the status of the gift certificates - total used and total sold. 3 Offers to Customers A report displaying discounts issued 3 By operator Product Specifications v2.9.7 - Shop Point of Sale - POS 9
POS & BACK OFFICE REPORTS Member Client Account (POS) 3 Account Statements Produce for one or all members/clients 3 By outstanding documents 3 Detailed Account Statement Defines the content of client spend in detail. 3 Aged Debtors Stock Control (Back Office) 3 Supplier Order Report 3 Supplier Invoice 3 Supplier Credit Note 3 Supplier Article Exchange 3 Returns to Supplier 3 Supplier Remittance Guide 3 Article Transfer 3 By warehouse 3 By families 3 By sales groups 3 Client Invoice Report 3 By client Product Specifications v2.9.7 - Shop Point of Sale - POS 10
POS & BACK OFFICE REPORTS Stock Control (Back Office) 3 Client Credit Note Report 3 By client 3 Offers to Client Report 3 By client Inventory (Back Office) 3 Current Stock Report 3 By families 3 By sales groups 3 Inventory Report 3 Inventory Counting 3 Specific Date Inventory. 3 Account of Day Report Displays sales made to member accounts by day. Product Specifications v2.9.7 - Shop Point of Sale - POS 11
POS & BACK OFFICE REPORTS Sales (Back Office 3 Restock Report 3 By Supplier 3 By families 3 By sales groups 3 Year to Year Sales Report 3 By Supplier 3 By families 3 By sales groups 3 Article Sales Report 3 By Supplier 3 By families 3 By sales groups 3 List of Offers Report 3 By client 3 Purchases 3 By client 3 Pending Orders Report 3 By client 3 Produce Product Lists 3 By families 3 By sales groups 3 Produce Bar Code Labels 3 By stock quantity 3 By specific documents (i.e supplier orders) 3 User defined Product Specifications v2.9.7 - Shop Point of Sale - POS 12
Conceptek - Sistemas de Informação, S.A. 145 Avenida Engº Duarte Pacheco, Almancil, Portugal General E-mail: marketing@csscorporate.com Support E-mail: support@csscorporate.com General: +351 289 351 200 Support: +351 289 351 205 Sales: +351 289 351 204 Fax: +351 289 351 209 www.csscorporate.com Disclaimer: The information contained within this document is based on data considered to be accurate and reliable at the date of press to the best of Concept s knowledge and belief. Concept will not be held liable, under any circumstances, regarding the accuracy or correctness of the data contained in this document as it may be subject to change partially or in its entirety without prior notice to customers or identified partners. Nevertheless, all efforts are made to provide timely and due notification of updates where and when possible.