Cash Register Express

(and Restaurant Pro Express)

Point of Sale System For Retail Stores

Owners Manual

PC America 60 North Harrison Avenue Congers, NY 10920 Copyright 1994-200 !y PC America "o## $ree% 1-&00-PC-A'()*CA 1-&00-+22-6 +4 Phone% &4,-26+- ,00 $a-% &4,-26+- ,,0 *nternet% http%..///0pcamerica0com "echnica# 1upport% &4,-26+- ,49

"a!#e o2 Contents

Table of Contents
Chapter 1%000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 1etting 3p Cash )egister (-press00000000000000000000000000000000000000000000000000000000000000000000000000000000000000001
4hy computeri5e600000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000002 *nsta##ation Notes0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000004 *nsta##ation Proce7ures000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000, 8ac9ing 3p Your :ata0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000006 ;og-in 1creen00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000& $i#e 'enu0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000009 "he *nvoice 1creen0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 & 'enu 8ar0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 9 <ptions 1creen0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000040 1etup 'enu000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000041

Chapter 2%000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000,9 *nventory Contro#000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000,9

8ar Co7e <vervie/00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000060 *nventory 'aintenance000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000061 :epartment 'aintenance000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000&1 =it 'aintenance00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000&2 1ty#es 'atri-0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000&, (-press *nput0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000&9 >en7or 'aintenance000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000090 Purchase <r7ers00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000091 *nstant P<?s0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000009, 8ac9 <r7ers00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000096 *nventory 1ort <r7er00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000009+

Chapter %00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000099 Customer Contro#00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000099

Customer 'aintenance00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000100

Chapter 4%0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000111 Creating *nvoices00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000111

"he *nvoice 1creen00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000112 Cashier $unctions000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000011 :issecting the *nvoice 1creen000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000122 Payment <ptions00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000129 *nvoice Properties00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 1 Non-*nventory *tem00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 4 1e## @i2t Car7000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 4 >oi7 *nvoice0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 , Print "ic9et.>oucher000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 , 1teps 2or *nvoicing an <r7er000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001 6

Chapter ,%0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000141 )eports00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000141

)eporting 1creen00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000142 1amp#e )eport0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001,9

Chapter 6%0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000161 Cash )egister (-press "oo#s00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000161

"oo#s 'enu00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000162 A7ministrative 'enu00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001+4

Chapter +%00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001&1 3sing *C >eri2y or PC Charge /ith Cash )egister (-press0000000000000000000000000000000000000000000001&1

1etting 3p *C >eri2y 2or :<1 in 4in7o/s 9, or 9& to /or9 /ith Cash )egister (-press000000000000000000001&2 1etting 3p *C >eri2y 2or 4in7o/s to /or9 /ith Cash )egister (-press000000000000000000000000000000000000000000000001&4 1etting 3p PC Charge to /or9 /ith Cash )egister (-press00000000000000000000000000000000000000000000000000000000000000000001&, i Cash )egister (-press

"a!#e o2 Contents

Chapter &%00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001&+ )estaurant Pro (-press00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001&+

;og-*n 1creen00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001&& $i#e 'enu000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000001&9 "a!#e 1e#ection00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000190 *nvoice 1creen000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000194 :issecting the *nvoice 1creen00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000019, )estaurant *nvoicing "ips000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000202

Chapter 9%000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000020 Host 'o7u#e 2or Corporate <22ices00000000000000000000000000000000000000000000000000000000000000000000000000000000020

Host 'o7u#e000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000204 1etting up the (nterprise (7ition0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000210 A Auic9 "utoria# o2 Cash )egister (-press000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000212 1hortcut =eys00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000219 Common Auestions an7 Ans/ers000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000221 Cash :ra/er "est000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000022 ;ogic Contro#s Po#e :isp#ay "est0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000224 'ai#ing ;a!e#s000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000226 3sing 4inBip to 3n5ip a Bippe7 >ersion o2 C)(000000000000000000000000000000000000000000000000000000000000000000000000000000000022+ "rou!#eshooting000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000022& "echnica# 1upport0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000002 1

Appen7i-00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000209

Cash )egister (-press

ii

Chapter 1: Setting Up Cash Register Express

#h computeri&e'
A Cash Register Replacement. A Computeri5e7 Cash )egister system rep#aces your o#7 2ashione7 cash register0 A Cash )egister has a sing#e purpose0 *t te##s you ho/ much money your !usiness has ta9en in 7uring the 7ay0 *t can te## you that you too9 in C ,0, !ut it can?t te## you ho/ much o2 that money is pro2it0 *t can?t te## you ho/ much inventory you have on the she#20 *t can?t te## you ho/ many !ott#es o2 so7a your !usiness so#7 to7ay0 A computeri5e7 cash register can instant#y te## you that you have C ,0 in your cash 7ra/er0 *t /i## te## you that C22, o2 that C ,0 is pro2it0 *t can te## you that you so#7 12 !ott#es o2 so7a to7ay an7 that you sti## have 246 !ott#es on the she#20 *t can a#so te## you /hat items you shou#7 or7er to7ay !ecause your stoc9 is #o/0 Reduce Theft. 8y computeri5ing, you can re7uce the2t in your !usiness !y an average o2 2DE0 An average sma## !usiness 7oing C,00,000 per year can re7uce in-store the2t !y an average o2 C12,,000 Ho/6 Your emp#oyees !ecome more invo#ve7 in /atching the store inventory i2 they 9no/ that every piece o2 inventory in your !usiness is !eing monitore70 Reduce Inventory Shrinkage. 8y /atching your inventory an7 comparing on she#2 inventory to your computeri5e7 reports, !oth you an7 your emp#oyees are much more care2u# a!out giving a/ay inventory, retaining o!so#ete inventory, monitoring !rea9age an7 non-the2t inventory that F/a#9sG out o2 your !usiness, as /e## as chec9ing inventory as the items enter your store0 You can re7uce inventory shrin9age !y up to another 2DE !y computeri5ing0 Reduce Your Inventory. 8y /atching your inventory reports, you can ma9e sure that you or7er more /ise#y0 You 7on?t nee7 1,0 sno/ shove#s on the she#2 in the summer0 Increase Your Inventory. You 7on?t nee7 1,0 sno/ shove#s in the summer, !ut you may nee7 ,00 more !atteries 2or your store 7uring the month o2 August0 'any stores or7er pro7ucts !ase7 on /hat they thin9 they se##0 *2 you chec9 your inventory reports an7 see that you so#7 ,00 !atteries #ast August, it gives you a goo7 c#ue to he#p ma9e sure that you 7on?t run out o2 !atteries this August0 4atching your inventory reports increases your e22iciency0 Watch Your Margins. 8y rea7ing your reports you may 2in7 that you se## 10,000 !atteries that cost 4& cents 2or ,0 cents each an7 that you se## 100 2#ash#ights that cost C109& 2or C909, each0 Your inventory reports /i## he#p you to stoc9 more pro7ucts that give you greater pro2its an7 2e/er pro7ucts that give you the #east amount o2 pro2it0

A cash register replacement. Reduce theft. Reduce inventor shrin!age. Reduce our inventor . "ncrease our inventor . #atch our margins. Speed customer chec!out. $reater accurac . %eep trac! of our customers.

(n average) computeri&ing *ill save ou +, of our sales. A business doing -+..)... per ear in sales *ill save -/+)... per ear b computeri&ing. A t pical single station computer s stem *ith printer) cash dra*er) computer) and scanner costs approximatel -/.1. per da on average. The t pical computer s stem above *ill save ou -01.11 per da on average2

Speed Customer Checkout. Computeri5ing spee7s up your customer chec9out0 4ith a !arco7e scanner, you can chec9out a customer in ha#2 the time reHuire7 /ith a cash register0 (ven i2 you 7on?t use a !arco7e scanner, your chec9out is sti## 2aster an7 more accurate !ecause you are entering inventory item num!ers that are automatica##y tie7 to pricing speci2ie7 in Cash )egister (-press 2or each inventory item0 Accuracy. (very item in your store has a price associate7 /ith it0 Never again /i## you have to 2igure out ho/ much that 2#ash#ight se##s 2or0 Your c#er9s /i## stop guessing those prices0 eep Track of Your Customers. Your !est customers are your present customers0 No matter /hat type o2 store you have, you shou#7 try to o!tain the name an7 a77ress o2 every one o2 your customers0 =eeping a customer #ist is an o!vious asset 2or a c#othing store0 You /ant your customers to 9eep coming !ac9, especia##y /hen you have a sa#e0 "he importance o2 9eeping a customer #ist is #ess o!vious in a har7/are store, !ut e-treme#y important0 'ai#ing to your customers perio7ica##y 9eeps them coming !ac90 Your ven7ors may even he#p you pay 2or the cost o2 the mai#ing0 'ai#ing to your customers is the !est 2orm o2 a7vertising I even i2 it is Just a Huic9 postcar7 #isting a 2e/ ne/ sa#e items0 (very mai#ing to your customer #ist /i## a#/ays !e a positive to your cash 2#o/0 4hat a!out a store such as a convenience store6 You 7on?t have to get the name an7 a77ress o2 every customer that /a#9s into the store, !ut you shou#7 get the names an7 a77resses o2 your !est customers0

Chapter 1% 1etting 3p Cash )egister (-press

"nstallation 3otes
10 'a9e sure you have the necessary computer har7/are to run Cash )egister (-press% 'inimum )eHuirements% PC /ith Pentium processor or !etter, 64 megs o2 )A' or !etter C:-)<' K 0,G 2#oppy 7rive recommen7e7 2or !ac9ing up your 7ata!aseL 'icroso2t4in7o/s 9,, 4in7o/s N" 0, or higher

1uggeste7 1etup% 20 PC /ith Pentium *> processor, 2,6 megs o2 )A' or !etter C:-)<' )ecor7a!#e or Bip 7rive recommen7e7 2or !ac9ing up your 7ata!aseL 'icroso2t4in7o/s 9,, 4in7o/s N" 0, or higher

!et"ork Installation# *2 you are on a net/or9 o2 any 9in7, it is recommen7e7 that you p#ace the C)(20000m7! 7ata!ase 2i#e Kthis may !e re2erre7 to as the CR$ data%ase file in the manua#L on the server 7rive an7 insta## the actua# program on the /or9stations0 )unning !oth the program an7 the 7ata!ase 2i#e across the net/or9 /i## s#o/ the program 7o/n consi7era!#y an7 may resu#t in errors or unsta!#e per2ormance0 1ee F*nsta##ation Proce7uresG 2or 2urther in2ormation0 &S'()*&S S"ap# *2 you are running <1.2 an7 :<1 on one computer, it is high#y recommen7e7 that you 7o not run C)( un7er the 4in.<12 emu#ator, !ut rather use 4in7o/s on the :<1 operating system0 3sing the 4in.<12 emu#ator /i## resu#t in errors0

*nsta##ation Proce7ures

"nstallation 4rocedures
C*)R&M "ith Autostart 10 *nsert the C)( insta##ation C: in the C:-)<', /ait 2or *nternet (-p#orer menu to start0 20 0 40 Choose FClick +ere to Install Cash Register $,press -CR$ (../ or R0$ (../1 G C#ic9 )un 2rom Current ;ocation0 Choose Yes /hen it as9s i2 you /ish to insta## 1etup0e-e

C*)R&M "ithout Autostart 10 20 0 *nsert the C)( insta##ation C: in the C:-)<', c#ic9 on Start, an7 then se#ect Run 2rom the Start Menu0 "ype *#2S$T30 Kor the C:-)<' 7rive 2o##o/e7 !y 2S$T30L an7 c#ic9 on the & the on-screen instructions0 !utton0 $o##o/

"o run C)(, se#ect Cash Register $,press for Windo"s 456 2rom the CR$(... 2o#7er in the Start Menu0 "he 2irst time that you e-ecute C)( you /i## !e as9e7 to speci2y the 2o##o/ing% The location "here you "ish your CR$ data%ase to reside# *2 you p#an to /or9 in a net/or9 environment /ith mu#tip#e computers e-ecuting C)( an7 sharing the same 7ata!ase, you /i## /ant to speci2y a net/or9 7rive0 You shou#7 insta## C)( on each computer an7 then speci2y the same #ocation 2or the 7ata!ase0 You may overri7e your speci2ications !y se#ecting the Setup menu 2rom the C)( *: screen0 If you encounter pro%lems "ith your initial specifications , 7e#ete the 2i#e CR$S$T30.0CA 2rom the 7irectory /here you insta##e7 C)( I you /i## !e as9e7 to speci2y your 2i#e #ocations !e2ore C)( e-ecutes as i2 it /ere the 2irst time e-ecuting the program The location of your Windo"s *rive# "his cou#7 !e 7i22erent than the 7rive you speci2ie7 2or C)( insta##ation 7uring 1etup0 The location of the IC 7erify Communication 8ile# *2 you are not using *C >()*$Y, you must still speci2y a #ocation or accept the #ocation sho/n0

Chapter 1% 1etting 3p Cash )egister (-press

5ac!ing Up 6our 7ata

*t is recommen7e7 that you !ac9up your C)( 7ata!ase 2i#e every 7ay0 "he !est /ay to !ac9up your 7ata is to !ac9 it up onto a 0,G 2#oppy 7is9ette0 Ho/ever, you may a#so !ac9up your 7ata 2i#e to a remote 7irectory in the root 7rive KC#2L0 "o !ac9up your 7ata onto a 0,G 2#oppy 7is9ette in :<1% 10 20 @o to the :<1 prompt KC#29L "ype C*2CR$(...2*ATA(... an7 press :$!T$R90 "his /i## ta9e you to the *ATA(... su!7irectory0 "his is /here your 7ata!ase 2i#e is #ocate70 *t is ca##e7 CR$(....md%0 *nsert a 0,G 2#oppy 7is9ette in the 2#oppy 7rive0 "ype C&0Y CR$(....M*; A# Kor ;# 7epen7ing on the 2#oppy 7riveL an7 press :$!T$R90 4ait 2or the message F1 2i#e copie7G0

0 40

"o !ac9up your 7ata onto a 0,G 2#oppy 7is9ette in 4in7o/s% 10 20 0 40 ,0 C#ic9 on the Start menu an7 se#ect Run. "ype C#2CR$(...2*ATA(... an7 press :$!T$R90 *nsert a 0,G 2#oppy 7is9ette into the 2#oppy 7rive, then c#ic9 on the Start menu an7 se#ect Run0 "ype A#2 Kor ;#2 7epen7ing on the 2#oppy 7riveL0 C#ic9 on the icon name7 CR$(... Kthis is your 7ata!ase 2i#eL in the 7ata /in7o/ an7 7rag it into the 2#oppy 7is9ette /in7o/0 "he same icon an7 2i#e /i## appear in the 2#oppy 7is9 /in7o/0

At some point, your 7ata!ase 2i#e might !ecome too #arge to 2it onto a 0,G 2#oppy 7is9ette0 You can use WI!<I0, a 2i#e compression uti#ity that shrin9s or F5ipsG 2i#es so that they can 2it onto a 7is9ette0 *t is a share/are uti#ity that can !e 7o/n#oa7e7 2rom the *nternet0 You can 7o/n#oa7 WI!<I0 2rom the 7o/n#oa7 page on the PC America homepage0 "he a77ress is http#''""".pcamerica.com0 "o !ac9up your 7ata onto a remote 7irectory using :<1% 10 20 @o to the :<1 prompt an7 ma9e sure you are in the root 7irectory K C#2L0 'a9e a ne/ 7irectory to /hich you can copy your 7ata!ase 2i#e on the C# 7rive0 4e recommen7 ca##ing this ne/ 7irectory CR$;A 0 "o ma9e this ne/ 7irectory, type M* CR$;A , then press :$!T$R90 "ype C*2CR$(...2*ATA(..., then press :$!T$R90 *ATA(... su!7irectory /here your 7ata!ase 2i#e is #ocate70 "his /i## ta9e you to the

0 40

"ype C&0Y CR$(....M*; C#2CR$;A , then press :$!T$R90 4ait 2or the message F1 2i#e copie7G0

8ac9ing 3p Your :ata "o !ac9up your 7ata onto a remote 7irectory using 4in7o/s% 10 Create a ne/ 7irectory on the C# 7rive ca##e7 CR$;A 0 "o 7o this, c#ic9 on the Start menu an7 se#ect Run0 "ype C#20 )ight-c#ic9 on the open /in7o/ an7 se#ect !e" then 8older 2rom the menu0 "ype CR$;A , then press :$!T$R90 Ne-t, open the /in7o/ containing the C)( 7ata!ase 2i#e0 C#ic9 on the Start menu an7 se#ect Run0 "ype C#2CR$(...2*ATA(...0 <pen the CR$;A 7irectory that you Just create70

20 0 40

C#ic9 on the 2i#e ca##e7 CR$(... in the *ATA(... 7irectory Kthis is your C)( 7ata!ase 2i#eL an7 7rag it into the CR$;A /in7o/0 "he same icon an7 2i#e /i## appear in the ne/ 7irectory0

Chapter 1% 1etting 3p Cash )egister (-press

8og9in Screen

"he 2irst screen that appears /hen you run Cash )egister (-press is the ;og-in 1creen0 "o #og in to Cash )egister (-press, type in your cashier *:, then press :$!T$R9 or c#ic9 on $nter0 "o #og in as the a7ministrator, type in the a7ministrator pass/or7 un7er any Cashier *:0 You may on#y #ogin un7er Cashier *:s i2 they have !een manua##y a77e7 through the 8ile menu0 "his option is ena!#e7 in !oth the sing#e an7 mu#ti-user versions0 "he mu#ti-user version o2 C)( a##o/s 2or mu#tip#e cashier *:s0 4hen #ogging in, enter in your station *: as /e## as your cashier *: an7 pass/or70

The default Administrator 0ass"ord is# A7min The default Cashier 0ass"ord is# Cashier
*elete# C#ic9 on this !utton to 7e#ete the #ast entere7 9ey stro9e0

$nter# C#ic9 on this !utton a2ter entering your *:0

Clock In'Clock &ut# C#ic9 on this !utton to c#oc9 in or c#oc9 out 2or your shi2t0 You /i## !e prompte7 to enter your pass/or7 an7 Cashier *:0 $or more in2ormation on this 2unction, see Chapter 4% Creating *nvoices% Cashier $unctions0

:ile ;enu
"he $i#e menu on the Cash )egister (-press ;og-in 1creen a##o/s you to re7e2ine your origina# speci2ications 2or the #ocation o2 your C)( 7ata!ase, 4in7o/s 7irectory, an7 *C >()*$Y inter2ace 2i#e, as /e## as compact an7 repair, chec9, !ac9up, an7 c#ear your 7ata!ase0 "his menu a#so a##o/s you to enter the net/or9 pass/or7 to have mu#tip#e cash register stations, change your current pass/or7, 7e2ine the 2unctions a##o/e7 2or cashiers, an7 maintain emp#oyee in2ormation0 "o access the $i#e menu, c#ic9 on 8ile or press :A=T) 890

Chapter 1% 1etting 3p Cash )egister (-press

Select Industry

"his 2unction a##o/s you to choose /hich program to #oa7 upon start up0 "o choose Cash )egister (-press, se#ect A Retail Store0 "o choose )estaurant Pro (-press, se#ect either A 8ine)*ining Restaurant "ith Ta%le Service or A >uick)Service Restaurant "ith Counter Service 0 1e#ect A Corporate &ffice for a Chain of Stores or Restaurants to run the Host 'o7u#e0 C#ic9 !e,t to accept the chosen in7ustry0 "he change /i## ta9e e22ect the ne-t time you start the program0

Select Database

"his 2unction a##o/s you to speci2y the #ocation o2 your C)( 7ata!ase0 "here are three options% 1L Try out a sample data%ase# Choose this option to try out C)( or )P( /ith a 2u##y #oa7e7 7ata!ase0 "here are three retai# store 7ata!ases an7 three restaurant 7ata!ases 2rom /hich to choose0 2L Start my store "ith a ne" data%ase# Choose this option to create a ne/ 7ata!ase 2or your store0 L 3se my e,isting data%ase# Choose this option i2 your store a#rea7y has an e-isting 7ata!ase that you /ish to use0 "o ma9e changes in the :ata!ase ;ocation 1creen% Choose Select *ata%se 2rom the 8ile menu0 Choose the 7esire7 7ata!ase option then c#ic9 on !e,t0 C#ic9 on Cancel to 9eep the origina# settings

Chapter 1% 1etting 3p Cash )egister (-press

Compact and Repair Database

You shou#7 se#ect this 2unction to repair a 7ata!ase that /as #e2t inva#i7 !y an incomp#ete /rite operation0 "his can occur i2 C)( Huits une-pecte7#y !ecause o2 a po/er outage or a computer har7/are pro!#em0 "his 2unction a#so attempts to va#i7ate a## system ta!#es an7 a## in7e-es0 You shou#7 a#so se#ect this 2unction a2ter numerous a77itions an7 up7ates have !een ma7e to your C)( 7ata!ase0 As you change 7ata in a 7ata!ase, the 2i#e can !ecome 2ragmente7 an7 use more 7is9 space than necessary0 Perio7ica##y, you shou#7 compact your 7ata!ase in or7er to 7e2ragment the 2i#e0 "he compacte7 7ata!ase /i## usua##y !e sma##er0 "o compact or repair your 7ata!ase, se#ect Compact and Repair *; 2rom the 8ile menu0 !&T$# A !ac9up o2 the origina# 7ata!ase is create7 !e2ore compacting0 *t is ca##e7 CR$/(CM0.M*; an7 /i## !e store7 in the C#2CR$(...2*ATA(... 7irectory0

Check Database
"his 2unction a##o/s you to chec9 your 7ata!ase 2or inconsistencies an7 7ata entry errors /ithin the 7ata!ase0 You /i## !e given the option to !ac9up your 7ata!ase !e2ore procee7ing0 It is recommended that you make a %ackup %efore checking the data%ase. "o chec9 your 7ata!ase, se#ect Check *; 2rom the 8ile menu0

Convert Database
Convert *ata%ase shou#7 !e use7 i2 any pro!#ems arise 7uring the automatic 7ata!ase conversion associate7 /ith upgra7ing to a current version o2 Cash )egister (-press0 "o convert your 7ata!ase, se#ect Convert *; 2rom the 8ile menu0 "ype in the version num!er o2 C)( 2rom /hich you upgra7e7, then c#ic9 on <=0 You /i## !e as9e7 i2 you /ant to !ac9up your 7ata!ase as /e## as compact it0 It is recommended that you %ackup your data%ase %efore converting it.

Clear Database
"his 2eature #ets you 7e#ete a## o2 the previous transactions that /ere per2orme7 /ith Cash )egister (-press0 *t /i## not 7e#ete any other 7ata such as customers, inventory, etc0 *2 you nee7 to 7e#ete everything 2rom your 7ata!ase, it /ou#7 !e !est to re-insta## C)(0 "o c#ear a## transactions 2rom your 7ata!ase, se#ect Clear *; 2rom the 8ile menu0 &nce you delete the transactions? there is no "ay to recover them? so it is recommended to %ackup your data%ase file %efore using this feature. WAR!I!@# ;e sure to %alance all customers on account to Aero prior to clearing the transactions. Clearing all transactions from the data%ase includes transactions that are processed on account. !&T$# "he invoice num!er counter /i## !e reset as /e##0 "he ne-t invoice you create /i## !e assigne7 the num!er 10010

Backup Database
"o !ac9up an7 compact your 7ata!ase, se#ect ;ackup *; 2rom the 8ile menu0 TI0# 8or the ultimate source of protection? you should %ackup your data%ase file to a floppy diskette-s1.

Activate Enterprise Edition

"his 2eature a##o/s you to 9eep using your cash registers even /hen the server is 7o/n0 :ue to !ui#t-in re7un7ancy, each cash register /i## continue to run in7e2inent#y /hi#e the server is 7o/n an7 /i## automatica##y synchroni5e /ith each other /hen the server comes !ac9 up0 "here2ore, cashiers /i## not !e a22ecte7, an7 the manager can reso#ve the server issues at his.her #eisure0 "his 2eature gives store o/ners peace o2 min7 that even in a server crash, !usiness can sti## operate as usua#0 $or more in2ormation on ho/ to set up the (nterprise (7ition, see Setting up the $nterprise $dition in the Appendi,0

Use as Handheld Terminal

"his 2unction is use7 /ith the /ire#ess, han7he#7 version o2 )P(0 *t a##o/s you to ta9e or7ers at the customer?s ta!#e on a specia# /ire#ess han7he#7 unit0 "o use this 2unction, you must have a77itiona# so2t/are 2rom PC America an7 a server /ith 'icroso2t "ermina# 1ervices insta##e70 "o access this 2unction, se#ect 3se as +andheld Terminal 2rom the 8ile menu on your han7he#7 unit0

Add Station
"o a77 a 1tation *:% C#ic9 on 8ile or press :A=T)89? then se#ect Add Station0 (nter the ne/ 1tation *: in the Station I* 2ie#70 C#ic9 on & or press :$!T$R9 to save the ne/ *:0 *2 the 1tation *: a#rea7y e-ists, C)( /i## 7isp#ay a message prompting you to choose a ne/ 1tation *:0 C#ic9 on Cancel to e-it /ithout a77ing a ne/ 1tation *:0

Set Station ID
"his 2unction a##o/s you to set station *:s 2or 7i22erent stations once they have !een create7 using Add Station0 "o access this 2unction, se#ect Set Station I* 2rom the 8ile menu0 $or more in2ormation on a77ing station *:s, see Chapter B# Setting 3p Cash Register $,press# 8ile Menu# Add Station 0

Chapter 1% 1etting 3p Cash )egister (-press

rder !illin"

"his screen 7isp#ays a## or7ers sent to this 1tation *: as 7esignate7 in the 0rinters ta! o2 Inventory Maintenance 0 (ach ti#e sho/s a 7i22erent invoice an7 they are 7isp#aye7 in the or7er in /hich they /ere p#ace70 4hen an or7er has !een comp#ete7, c#ic9 on !o &rder or the correspon7ing num!er or press :A=T)C9 to remove it 2rom the active or7ers0

Employee #aintenance

"his screen a##o/s you to create, up7ate, or 7e#ete an (mp#oyee *:0 "o use this 2unction, se#ect $mployee Maintenance 2rom the 8ile menu0 !&T$# You can only delete $mployee I*s that have not processed any invoices. You also cannot delete $mployee I* .B. "o a77 an (mp#oyee *:% C#ic9 on 8ile or press :A=T)89? then se#ect $mployee Maintenance 0 prompte7 to enter the a7ministrator?s pass/or70 C#ic9 on Add $mployee or press :A=T)A90 (nter the ne/ (mp#oyee *: an7 the emp#oyee?s in2ormation0 4hen you are 2inishe7, c#ic9 on Save or press :A=T)A90 "o Huit /ithout a77ing an (mp#oyee *:, c#ic9 on Cancel or press :A=T)C90 You /i## !e

!&T$# $mployee I*s must %e t"o characters long. "o up7ate an (mp#oyee *:% C#ic9 on 8ile or press :A=T)89? then se#ect $mployee Maintenance 0 prompte7 to enter the a7ministrator?s pass/or70 You /i## !e

1e#ect the 7esire7 cashier *:0 You can use the 0revious an7 !e,t !uttons to scro## through cashier *:s or se#ect an *: 2rom the pu##7o/n menu0 Change the 7esire7 2ie#7s, then c#ic9 on Save Changes or press :A=T)79 to save your changes0 C#ic9 on $,it or press :A=T)D9 to Huit /ithout saving0

Chapter 1% 1etting 3p Cash )egister (-press

$eneral

"his screen 7isp#ays the genera# in2ormation 2or an (mp#oyee *:0 *epartment# 3se this #ist o2 7epartments to c#assi2y your emp#oyees0 "o se#ect a 7epartment, c#ic9 on its name0 $or more in2ormation on creating emp#oyee 7epartments, see Chapter (# Inventory Control# *epartments0 $mployee I*# "his is the current (mp#oyee *:0 "o se#ect a 7i22erent (mp#oyee *:, use the !e,t an7 0revious !uttons or the pu##7o/n menu0 0ass"ord# "his is the pass/or7 2or the se#ecte7 emp#oyee0 "he 7e2au#t pass/or7 2or ne/ cashiers is Cashier0 "o change the pass/or7 2or a cashier, type the ne/ pass/or7 in this 2ie#7, an7 then c#ic9 on Save Changes0 You may a#so change this pass/or7 !y se#ecting Change 0ass"ords in the 8ile menu0 *isplay !ame# A#though the (mp#oyee *: is the uniHue i7enti2ier 2or each emp#oyee, this 2ie#7 a##o/s you to assign a F:isp#ay NameG that /i## appear on receipts, 9itchen an7 or7er printouts, an7 many reports0 "his ma9es printouts easier an7 2rien7#ier 2or customers, 9itchen an7 or7er-pic9ing sta22, an7 any others /ho may see these 7ocuments0 TI0# If you have t"o or more employees "ith the same first name? distinguish %et"een them %y also including the first letter of their last names. Card S"ipe I*# "his is the va#ue enco7e7 on the emp#oyee?s *: car70 3se this 2or Huic9 #ogon.#ogout0 Customer C# *2 the emp#oyee has a customer num!er, enter it here0 "he 7e2au#t Customer Num!er is 1010 +ourly Wage# "his is ho/ much the emp#oyee is pai7 per hour0 Take Credit Card Tips in Cash at $nd of Shift# *2 this option is ena!#e7 2or an emp#oyee, it in7icates that the emp#oyee /i## ta9e his.her cre7it car7 tips at the en7 o2 the shi2t as oppose7 to in a paychec90 "o use this option, you must have Jo! co7es set up 2or each emp#oyee0 $or more in2ormation on Jo! co7es, see Chapter B# Setting 3p Cash Register $,press# 8ile Menu# $mployee Maintenance 0 *isa%le this $mployee# C#ic9 on this option to 7isa!#e an emp#oyee *: /hen the emp#oyee #eaves your !usiness0 "his prevents others 2rom #ogging on /ith this username an7 pass/or7 or s/ipe car70 ReEuire Clock)In ;efore =og)In# C#ic9 on this option to reHuire that the emp#oyee c#oc9-in !e2ore !eing a!#e to #og-into the system0 Administrative Card Access# C#ic9 on this option to give the emp#oyee 2u## a7ministrative permission 2or any secure 2unction via car7 s/ipes0 "his a##o/s !usinesses /ith more than one o/ner or a7ministrator to #ogin /ith 2u## permission /ithout having to share the same #ogin car70 Select 0icture# 3se this 2unction to se#ect a picture to associate /ith this (mp#oyee *:0 "o choose a picture, c#ic9 a!ove FC#ic9 to 1e#ect PictureG an7 choose a picture 2i#e0 "o 7e#ete a picture, c#ic9 on the : !utton #ocate7 ne-t to the picture0

%ermissions

"his screen a##o/s you to speci2y /hich 2unctions a certain emp#oyee can use0 "o access this screen, c#ic9 on the 0ermissions ta! or press :A=T)090 (ach 2unction has 2our choices% Yes, No, Prompt, an7 <verri7e0 Yes# !o# 0rompt# &verride# A##o/s the emp#oyee access to that 2unction :oes not a##o/ the emp#oyee access to that 2unction Prompts the a7ministrator to enter his.her pass/or7 on the 2#y so the cashier can per2orm the 7esire7 2unction0 A##o/s any cashier that has permission to per2orm this 2unction to enter his.her *: an7 pass/or7 on the 2#y0 $or e-amp#e, i2 Cashier 01 has 7oid Invoices set to Prompt !ut nee7s to voi7 an invoice, Cashier 02, /ho has 7oid Invoices set to &verride , can enter his.her *: an7 pass/or7 to voi7 the invoice that one time, or the a7ministrator can enter his.her o/n pass/or70

!unctionality "his screen 7isp#ays the genera# 2unctions that the se#ecte7 emp#oyee has access to0 "o access this screen, c#ic9 on 8unctionality0 Invoice *iscounts# A##o/s the emp#oyee to per2orm invoice 7iscounts0 Invoice 0rice Changes# A##o/s the emp#oyee to change the price o2 an item entere7 on the invoice screen0 *elete Items# A##o/s the emp#oyee to 7e#ete an item 2rom an invoice0 7oid Invoices# A##o/s the emp#oyee to voi7 an invoice0 Allo" $,it# A##o/s the emp#oyee to e-it 2rom C)(0 Returns# A##o/s the emp#oyee to enter returne7 items0 $nd Transactions# A##o/s the emp#oyee to c#ose out a transaction0 +old F 0rint# A##o/s the emp#oyee to p#ace an invoice on ho#7 an7 print a copy imme7iate#y0 $or more in2ormation, see Chapter G# Creating an Invoice# Cashier 8unctions0 &pen Cash *ra"er# A##o/s the emp#oyee to open the cash 7ra/er /ithout entering in the a7ministrator?s pass/or70

Chapter 1% 1etting 3p Cash )egister (-press Sell !on)Inventory# A##o/s the emp#oyee to a77 a non-inventory item to an invoice0 Ta, $,empt Invoice# A##o/s the emp#oyee to ma9e an invoice ta- e-empt0 Sell @ift Cards# A##o/s the emp#oyee to a77 gi2t car7s to an invoice0 Redeem @ift Cards# A#o/s the emp#oyee to accept gi2t car7s as a mo7e o2 payment0 Sell Special Items# A##o/s the emp#oyee to se## an item mar9e7 as F1pecia# *temG in *nventory 'aintenance0 7endor 0ayouts# A##o/s the emp#oyee to pay ven7ors on the 2#y /ith cash 2rom the cash 7ra/er /hen they 7e#iver shipments to your store0 Trades and ;uy%acks# A##o/s the emp#oyee to per2orm tra7es or !uy!ac9s in the sp#it invoicing screen0 8uy!ac9 means that customers can !ring an item to you an7 you /i## !uy it !ac9 2or a price0 "ra7e means that customers can !ring an item to you an7 tra7e it 2or other merchan7ise0 8orce Credit Cards# A##o/s the emp#oyee to process car7 in2ormation through an outsi7e termina#0 Reports "his screen contro#s /hat reporting 2unctions the se#ecte7 emp#oyee has access to0 "o access this screen, c#ic9 on Reports or press :A=T)R9 /hi#e in the 0ermissions screen0 *isplay Reports# A##o/s the emp#oyee to 7isp#ay reports0 0rint Reports# A##o/s the emp#oyee to print reports0 0rint **R# A##o/s the emp#oyee to print the :etai#e7 :ai#y )eport0 Setup "his screen contro#s /hich so2t/are an7 har7/are settings se#ecte7 emp#oyee can mo7i2y0 "o access this screen, c#ic9 on Setup or press :A=T)39 /hi#e in the 0ermissions screen0 Company Info# A##o/s the emp#oyee to mo7i2y the Company *n2o in the 1etup 1creen0 Ta, Rates# A##o/s the emp#oyee to mo7i2y the ta- rates0 ;onus 0lan# A##o/s the emp#oyee to mo7i2y the customer #oya#ity 2eatures0 Accounting Info# A##o/s the emp#oyee to mo7i2y settings in the Auic98oo9s 1etup0 *iscount =evels# A##o/s the emp#oyee to mo7i2y the 7e2au#t 7iscount #eve#s in the 1etup 1creen0 *isplay Settings# A##o/s the emp#oyee to mo7i2y the 7isp#ay settings 2or that station0 *efault 0rinter# A##o/s the emp#oyee to mo7i2y the 7e2au#t printer 2or that station0 Accounting Interface# A##o/s the emp#oyee to per2orm the Auic98oo9s 1a#es "ota#s Pass in the Sales Information menu0 $or more in2ormation, see Chapter 6# Sales Information and Reports.

Inventory "his screen 7etermines ho/ much contro# the se#ecte7 emp#oyee has over your inventory in2ormation0 "o access this screen, c#ic9 on Inventory or press :A=T)I9 /hi#e in the 0ermissions screen0 Add Inventory' its# A##o/s the emp#oyee to a77 items or 9its to your inventory0 3pdate Inventory' its# A##o/s the emp#oyee to up7ate in2ormation on items or 9its in your inventory0 Add 7endor# A##o/s the emp#oyee to a77 a ven7or0 3pdate 7endor# A##o/s the emp#oyee to up7ate in2ormation a!out a ven7or0 Add *epartment# A##o/s the emp#oyee to a77 a 7epartment0 3pdate *epartment# A##o/s the emp#oyee to up7ate in2ormation a!out a 7epartment0 Create 0&s# A##o/s the emp#oyee to generate ne/ purchase or7ers0 0& Receive Items# A##o/s the emp#oyee to receive items o22 o2 a purchase or7er0 Instant 0&# A##o/s the emp#oyee to receive items through instant purchase or7ers0 Customer "his screen 7etermines ho/ much contro# the se#ecte7 emp#oyee has over your customer in2ormation0 "o access this screen, c#ic9 on Customer or press :A=T)C9 /hi#e in the 0ermissions screen0 Add Customers# A##o/s the emp#oyee to a77 a ne/ customer0 $dit Customers# A##o/s the emp#oyee to up7ate in2ormation on a customer0 *isplay ;alances# A##o/s the emp#oyee to vie/ the customer?s <n Account !a#ance0 Restaurant "his screen 7etermines ho/ much contro# the se#ecte7 emp#oyee has over restaurant 2unctions0 "o access this screen, c#ic9 on Restaurant or press :A=T)T9 /hi#e in the 0ermissions screen0 Access &thers Ta%les# A##o/s the emp#oyee to access transactions 2or other emp#oyees? ta!#es0 Add CC Tips# A##o/s the emp#oyee to a77 tips to a c#ose7 chec9 pai7 !y cre7it car70 Transfer Without S"ipe# A##o/s the emp#oyee to to trans2er a transaction to another server /ithout having the origina# server s/ipe his car70 "his 2eature on#y app#ies /hen the F)eHuire 1/ipeG 2eature is ena!#e70 Transfer Ta%les# A##o/s the emp#oyee to trans2er chec9s 2rom one ta!#e to another0 Split Checks# A##o/s the emp#oyee to sp#it chec9s0 Apply @ratuity H $dit# A##o/s the emp#oyee to a77 gratuity to an active chec90

Chapter 1% 1etting 3p Cash )egister (-press

%ersonal In&o

"his screen a##o/s you to enter persona# in2ormation a!out the emp#oyee0 "o access this screen, c#ic9 on the 0ersonal Info ta! or press :A=T)S90

'ob Codes and (a"es

"his screen a##o/s you set up one emp#oyee /ith mu#tip#e Jo!s an7 7i22erent /ages0 "he emp#oyee /i## !e prompte7 to choose a Jo! co7e /hen #ogging in0 "o se#ect Jo! co7es 2or an emp#oyee% 1e#ect an emp#oyee *: an7 c#ic9 on the Io% Codes F Wages ta!0 "o a77 a Jo! co7e, c#ic9 on Add0 C#ic9 on the 7esire7 Jo! co7e0 You /i## !e prompte7 to enter an hour#y /age0 "o 7e#ete a Jo! co7e, high#ight an e-isting Jo! co7e an7 c#ic9 on Remove0 "o change the hour#y /age 2or an e-isting Jo! co7e, high#ight the 7esire7 Jo! co7e an7 c#ic9 on Change Wage 0

$or more in2ormation on a77ing Jo! co7es, see $mployee Maintenance# Control ;uttons0

Control Buttons
C#ic9 on this !utton to create or 7e#ete Jo! co7es0 A Mo! co7e is the type o2 Jo! an emp#oyee can !e assigne7 to0 $or e-amp#e, an emp#oyee may !e a cashier one 7ay an7 a /aiter the ne-t 7ay0 4hen you assign mu#tip#e Jo! co7es to an emp#oyee, they /i## have the a!i#ity to se#ect /hich Jo! they are /or9ing on that 7ay /hen they c#oc9 in0 *2 the emp#oyee on#y has one Jo! co7e assigne7, then it /i## !e the 7e2au#t Jo! co7e 2or that emp#oyee an7 it C)(.)P( /i## not prompt 2or /hich Jo! co7e they are #ogging in as0

"o create or up7ate Jo! co7es% C#ic9 on the Io% Codes !utton or press :A=T H I90 C#ic9 on Add i2 you are a77ing a ne/ Jo! co7e0 (nter a Jo! co7e *: an7 i2 7esire7, you may enter a 7e2au#t /age or se#ect a picture 2or the Jo! co7e !utton0 You can a#so choose to have shi2t reports printe7 /hen the emp#oyee c#oc9s out to sho/ his.her 7ai#y sa#es an7 activity /ith the option o2 inc#u7ing 7epartment tota#s or itemi5ing cre7it car7 transactions0 A77itiona# options are access to the P<1 screen, recor7ing o2 cash tips, an7 cash !an9 Kopening an7 c#osing 7ra/er amounts /ith ca#cu#ation o2 over or shortL0 *2 you are up7ating an e-isting Jo! co7e, change the 7esire7 2ie#7s0 C#ic9 on Save a2ter creating a ne/ Jo! co7e or c#ic9 on 3pdate to save any changes ma7e to an e-isting Jo! co7e0 C#ic9 on $,it to e-it /ithout saving any changes0 "o 7e#ete a Jo! co7e, 7isp#ay the 7esire7 Jo! co7e then c#ic9 on *elete or press :A=T H *90

Chapter 1% 1etting 3p Cash )egister (-press C#ic9 on this !utton to vie/ an7 mo7i2y c#oc9 in an7 c#oc9 out times 2or emp#oyees0

You can choose to vie/ a## emp#oyees or se#ect in7ivi7ua# emp#oyees 2rom the pu## 7o/n menu0 You can a#so mo7i2y 2or /hich 7ates you /ou#7 #i9e to 7isp#ay times0 "o mo7i2y an emp#oyee?s c#oc9 in or c#oc9 out time, c#ic9 on the 7esire7 2ie#7 an7 enter the ne/ in2ormation0 "o 7e#ete a c#oc9-out time, hight#ight the 7esire7 shi2t then c#ic9 on *elete Clock)<ut0 "o 7e#ete an entire entry, high#ight the 7esire7 shi2t then c#ic9 on *elete (ntry0 C#ic9 on $,it or press :A=T H D9 to #eave the screen an7 save your changes0 "o reprint the emp#oyee?s 7ai#y sa#es an7 activity 2or a given shi2t, high#ight the 7esire7 shi2t an7 c#ic9 on Reprint Shift Report0 C#ic9 on this !utton to a77 an (mp#oyee *:

C#ic9 on this !utton to save any changes ma7e to an (mp#oyee *:

C#ic9 on this !utton to copy a## o2 the in2ormation 2rom one (mp#oyee *: to another ne/ (mp#oyee *:0 "his a##o/s you to have the same in2ormation on more than one *: /ithout manua##y entering the in2ormation 2or each one0 C#ic9 on this !utton to 7e#ete the 7isp#aye7 (mp#oyee *:0 !&T$# You can only delete $mployee I*s that have not processed any invoices. You also cannot delete $mployee I* .B. C#ic9 on this !utton to e-it the (mp#oyee 'aintenance screen /ithout saving any changes0

Chan"e %ass)ords
The default Administrator 0ass"ord is# A7min The default Cashier 0ass"ord is# Cashier "his section a##o/s you to change a pass/or7 2or a cashier or the a7ministrator0 *t a#so a##o/s you enter a car7 s/ipe *: 2or the a7ministrator0 "o access this screen, se#ect Change 0ass"ords 2rom the ;og-in 1creen 8ile menu0

"o change a Cashier Pass/or7 "ype the Cashier *: 2or /hich the pass/or7 /i## !e change7 in the Cashier I* 2ie#70 "ype the current pass/or7, or the a7ministrator?s pass/or7 i2 the cashier 2orgets his, in the &ld 0ass"ord or Administrator 0ass"ord 2ie#70 "ype the ne/ pass/or7 to !e use7 !y this cashier in the !e" 0ass"ord 2ie#70 )e-enter the ne/ pass/or7 in the 7erify !e" 0ass"ord 2ie#7 to ensure no errors in typing0 C#ic9 on 3pdate to store the ne/ pass/or70

"o change the A7ministrator Pass/or7% "ype the current a7ministrator pass/or7 in the &ld 0ass"ord 2ie#7 K*2 you 2orget the a7ministrator pass/or7, contact PC AmericaL0 "ype the ne/ pass/or7 in the !e" 0ass"ord 2ie#70 )e-enter the ne/ pass/or7 in the 7erify !e" 0ass"ord 2ie#7 to ensure no errors /ere ma7e in typing, an7 then c#ic9 on 3pdate to store the ne/ pass/or70

"o create a car7 s/ipe *: 2or the a7ministrator% C#ic9 on $nter Administrator S"ipe0 You /i## !e prompte7 to enter the a7minstrator pass/or70 (nter the car7 s/ipe *:, then c#ic9 on & 0

Chapter 1% 1etting 3p Cash )egister (-press

Setup Screen

Click on the appropriate tab to select )hich settin"s to chan"e* "he 1etup 1creen a##o/s you to customi5e Cash )egister (-press /ith your computer system setup0 "o vie/ the 1etup 1creen, se#ect Setup Screen 2rom the 8ile menu K2rom the tra7itiona# screenL or c#ic9 <ptions, 1etup then 1etup 'enu K2rom the mo7ern screenL0 (ach o2 the 7i22erent settings is 2u##y e-p#aine7 in the 2o##o/ing paragraphs0 C#ic9 on 3pdate to save your changes or c#ic9 on $,it to ignore a## changes0

Hard)are
3se this option to speci2y the #ocation o2 your cash 7ra/er, po#e 7isp#ay, an7 P:-1 (C) 1ca#e0 "o change any o2 these settings, c#ic9 on the +ard"are ta! in the 1etup 1creen, an7 then c#ic9 on the appropriate port setting0 0ole *isplay 0ort# Cash )egister (-press /i## 7isp#ay invoice items, associate7 prices, an7 a running tota# on a po#e 7isp#ay as items are a77e7 to an invoice0 0ole *isplay shou#7 !e set to FNoneG i2 you 7o not have a 7isp#ay0 *2 you 7o have a 7isp#ay, you must speci2y the C<' port to /hich it is attache7 C<'1, C<'2, C<' , or C<'40 *2 0ole *isplay is not set to FNoneG, a c#oc9 /i## appear in the !ottom right han7 corner o2 the screen0 C#ic9ing on this c#oc9 icon /i## 7isp#ay the current time on the po#e 7isp#ay0 You must ma9e sure the appropriate C<' port is recogni5e7 an7 ena!#e7 in the :evice 'anager o2 the 4in7o/s Contro# Pane#0 "he port settings shou#7 match the settings as 7escri!e7 in the Po#e :isp#ay 'anua#0 -8or e,ample? ;aud or ;its per Second J 5K..? 0arity J !one? *ata %its J L? Stop %its J (1 *2 your po#e 7isp#ay is not 2unctioning proper#y, try the po#e 7isp#ay test #iste7 in the appen7i-0

0ole *isplay Type# 3se this option to se#ect /hat type o2 Po#e :isp#ay you are using0 C#ic9 on @eneral 2or a genera# po#e 7isp#ay, Casio 2or a Casio 1A-,100 Po#e :isp#ay, or 7irtual 2or a virtua# po#e 7isp#ay0 A virtua# po#e 7isp#ay is a po#e 7isp#ay that 7isp#ays on a secon7 monitor0 *2 your computer has 2 vi7eo car7s an7 2 monitors, an7 your computer is set up to proper#y 7isp#ay on t/o monitors, the virtua# po#e 7isp#ay /i## appear on the secon7 monitor0 *t /i## 7isp#ay the #ast 2e/ items you so#7 on that invoice, p#us the tota#s0 !&T$# This function is availa%le "ith Windo"s D0 and Windo"s (... 0 Weight Scale % C)( /i## 7ra/ a /eight 2rom the sca#e an7 use it as a Huantity0 Weight Scale shou#7 !e set to FNoneG i2 you 7o not have this sca#e0 *2 you 7o have this sca#e, you must speci2y the C<' port to /hich it is attache70 A !utton /ith a MWN /i## appear ne-t to the Huantity !o- a2ter choosing a port0

"o retrieve the /eight, c#ic9 on this !utton an7 then procee7 /ith the invoice as i2 it /ere a norma# Huantity0 Cash *ra"er 0ort# 3se this option to speci2y the #ocation o2 your cash 7ra/er0 Cash *ra"er 0ort shou#7 !e set to FNoneG i2 you 7o not have a cash 7ra/er0 *2 you 7o have a cash 7ra/er, you must speci2y its #ocation - C<'1, C<'2, C<' , C<'4, ;P"1, ;P"2, ;P" , or ;P"40 *2 your cash 7ra/er receives its po/er 2rom the receipt printer, you shou#7 set your cash 7ra/er port to the same port as the receipt printer0 Scale Type# *2 you are using a sca#e, use this option to se#ect /hat 9in7 o2 sca#e it is KCA1 P:-1, 'age##an 1;, NC) +&+,, 'etro#ogic '12020, or 4eightronics NC*-6+20L0 0in0ad 0ort# 3se this option to speci2y the #ocation o2 your PinPa7 KC<'1, C<'2, C<' , or C<'4L0 Welch Allyn Siganture 0ad# *2 you are using a 4e#ch A##yn 1ignature Pa7, use this option to speci2y its #ocation KC<'1, C<'2, C<' , or C<'4L0 0in0ad Type# *2 you are using a PinPa7, use this option to se#ect /hat 9in7 o2 PinPa7 it is K>eri2one PinPa7 1000 or >eri2one (verestP#usL0

Touch Screen
*epartment Selection# 4hen this option is ena!#e7, on#y the 7epartments /i## !e 7isp#aye7 in "ouch 1creen *nvoicing, not the entire inventory0 "o 7isp#ay a## the items un7er a certain 7epartment, touch the correspon7ing !utton0 4hen 7epartment se#ection is 7isa!#e7, the entire inventory /i## !e 7isp#aye70 :isp#aying on#y 7epartments he#ps 9eep your "ouch 1creen more organi5e70 "o change your settings 2or this 2eature, c#ic9 on the Touch Screen ta! in the 1etup 1creen, an7 then c#ic9 on Y$S to ena!#e 7epartment se#ection or !& to 7isa!#e it0 3se *ecimals in !umeric $ntries# :isa!#e this option i2 you 7o not /ant to hit the 7ecima# !utton 2or numeric amounts0 $or e-amp#e, 1 2 , /i## register as C102,, not C12,0

Chapter 1% 1etting 3p Cash )egister (-press

Credit and Debit

Cash )egister (-press a##o/s you to process cre7it car7 transactions either manua##y, via the *C >()*$Y cre7it car7 processing so2t/are system, or via the internet /ith PC Charge0 You can process 7e!it car7s using either PC Charge or (-press 'anua# Processing0 $,press Manual 0rocessing a##o/s you to recor7 an invoice as a cre7it car7 purchase /ithout having to enter the cre7it car7 in2ormation0 "he cre7it car7 type /i## !e recor7e7 as NNoneN0 "o change ho/ you process your cre7it car7 transactions, c#ic9 on the Credit F *e%it ta! in the 1etup 1creen, then se#ect the option you /ish to use 2or cre7it car7 processing0 *2 you are using *C >()*$Y, enter the 7rive /here the *C >eri2y communication 2i#es are #ocate70 1ee Chapter O# 3sing IC 7$RI8Y "ith Cash Register $,press 0 Credit Card 0rocessing *rive# (nter the 7rive 2or cre7it car7 processing here0 Additional CC Types# "his 2eature a##o/s you to 7e2ine your o/n cre7it car7 types in C)( 200 , such as :iners C#u!0 "he cre7it *: may on#y have 2our characters0 "hese cre7it car7 types can on#y !e use7 in manua# processing0 "o enter an a77itiona# cre7it car7 type, c#ic9 on P, enter the 7esire7 2our character *:, then c#ic9 on & or press :$!T$R90 ReEuire C77( for !on)s"iped Credit Cards# 4hen this option is ena!#e7, cashier /i## !e reHuire7 to enter the e-tra num!ers printe7 on the !ac9 o2 cre7it car7s /hen the cre7it car7 num!er is entere7 !y han70 "his he#ps to 7ecrease the chance that the car7 is sto#en !y ensuring that the customer actua##y has the car7 /hen ma9ing a purchase0 "his 2unction 7oes not app#y /hen the car7 is s/ipe70 !&T$# This information "ill only %e processed if you are using 0C Charge. C Seconds Timeout# "his a##o/s you to 7e2ine ho/ #ong C)(.)P( /i## /ait !e2ore in2orming you that a cre7it car7 transaction has time7 out0 "his is use2u# 2or stores sett#ing #arge !atches via mo7em0

Invoice Settin"s
Round Invoice# You can choose to roun7 a## e-ten7e7 #ine tota#s to the #o/est nic9e#, 7ime, or 7o##ar or to the nearest nic9e#, 7ime or 7o##ar0 "hese 2eatures ma9e 2or 2aster change an7 are especia##y use2u# i2 your ta- is !ui#t into your price so you /on?t have to 7ea# /ith pennies0 *2 an invoice is roun7e7, C)( ca#cu#ates it !y a77ing a positive or negative non-inventory item 2or the appropriate amount0 *isplay Ta, in 0rice# *2 this option is ena!#e7, the price sho/n /i## inc#u7e the appropriate ta-0 $or e-amp#e, i2 an item costs C1000 an7 the app#ica!#e ta- is 10 cents, the price in the itemi5e7 section o2 the receipt /i## !e C1010 i2 this option is ena!#e70 <ther/ise it /i## appear as C10000 3se Mi, n Match# *2 this option is ena!#e7, you can set up price groups so that customers can automatica##y receive a 7iscount 2or purchasing a mi-ture o2 7i22erent items0 $or e-amp#e, you can use 'i- n 'atch to set up a 7iscount 2or customers /ho purchase or more so7as o2 a particu#ar variety0 You can set up price groups through Mi, ! Match 0ricing in the Adminstrative ta! o2 the &ptions Screen Ksee Chapter K# Cash Register $,press Tools# Administrative Menu 2or more in2ormationL0 Com%ine =ines# 4hen this 2unction is ena!#e7, mu#tip#e entries 2or the same item /i## !e com!ine7 on one #ine0 $or e-amp#e, i2 Ham!urger, $rench $ries, then Ham!urger are entere7, the screen an7 receipt /i## sho/ Ham!urger 2 O Price, $rench $ries 1 O Price instea7 o2 Ham!urger 1 O Price, $rench $ries 1 O Price, Ham!urger 1 O Price0 0rompt Cashier I*# 4hen this 2eature is ena!#e7, the cashier is prompte7 to enter his Cashier *: or s/ipe their *: car7 upon comp#etion o2 a transaction0 "his option may !e use2u# i2 numerous cashiers are ringing up peop#e on the same machine0 "o change your settings 2or this 2eature, c#ic9 on the Invoice Settings ta! in the 1etup 1creen0 C#ic9 on Y$S to ena!#e this 2eature or c#ic9 on !& to 7isa!#e it0

0rompt Salesperson# 4hen this option is ena!#e7, you /i## !e prompte7 to enter a sa#esperson *: at the en7 o2 an invoice0 "his a##o/s you to trac9 one person getting cre7it 2or a sa#e an7 another ringing it up on the register0 !&T$# Salespeople must %e set up as cashiers for this option. When prompted? enter the salesperson4s Cashier I* or s"ipe the employee4s I* card. 0rompt Amount Tendered# :isa!#e this option i2 you 7on?t /ant C)( to prompt you to enter the amount ten7ere70 "his is use2u# i2 you /ant to e#iminate a 2e/ 9eystro9es !y 7oing the math in your hea70 Stock 0rompt# 4hen this option is 7isa!#e7, C)( /i## no #onger prompt 2or !ac9or7ers i2 an item is not in stoc90 $arn Q for ;onus 0oints# (na!#e this option to overri7e the other !onus point options an7 re/ar7 customers one !onus point 2or every 7o##ar spent0 0rompt <ip Code# *2 this option is ena!#e7, you /i## !e prompte7 to enter a 5ip co7e at the en7 o2 each invoice0 You can then run a report to see ho/ many sa#es /ere processe7 in each 5ip co7e, there2ore generating regiona# sa#es 2igures Ksee Chapter 6# Reports# Sales Reports L0 "his in2ormation is use2u# 2or a7vertising !u7geting0 =ast 0rice =ookup# 4hen this option is ena!#e7, a customer /i## automatica##y !e rung up at the #ast price they pai7 2or an item0 $or e-amp#e, i2 an item is norma##y price7 at C10000 !ut you se## it to a customer 2or C9000, the customer /i## !e rung up automatica##y at C9000 the ne-t time they purchase that item0 Customer 0rice =ookup# *2 this option is ena!#e7, you can set up a uniHue price 2or every item 2or every customer, a##o/ing tota# 2#e-i!i#ity in pricing0 $or more in2ormation on this 2eature, see Chapter K# Cash Register $,press Tools# Administrative Menu# Customer Item 0rices. Allo" 8ood Stamp Change# 1e#ect FYesG to a##o/ change to !e given in transactions /ith 2oo7 stamps0 *efault 0ayment Type# "his option a##o/s you to automatica##y set the 7e2au#t payment type to Fon accountG /hen you se#ect a customer0 Cashie r I* to Store With Sale# "his a##o/s you to recor7 sa#es either un7er the cashier /ho starts the sa#e or un7er the cashier that c#oses out the sa#e0 "his is on#y use7 in stores an7 restaurants /here the cashier /ho c#oses out a sa#e may !e 7i22erent than the one /ho starts it0 Idle =og &ut# 3se this option to automatica##y #og out a2ter a certain amount o2 time o2 !eing i7#e0 "o 7isa!#e this 2eature, set the num!er o2 minutes to 5ero K7e2au#tL0 =og Returns# "his option a##o/s you to 0 You can reHuire e-tra in2ormation on a## returns0 You can prompt 2or customer in2ormation an7.or a reason so you can 9no/ /ho returne7 items an7 /hy they /ere returne70

Chapter 1% 1etting 3p Cash )egister (-press Reason Codes# "his screen a##o/s you to create reason co7es that cashiers can se#ect 2rom /hen they are prompte7 to enter a reason 2or returns, voi7s, comps, or 7iscounts0

"o a77 a reason co7e, se#ect the type o2 transaction 2rom the pu##7o/n menu then c#ic9 on Add0 "o 7e#ete a reason co7e, high#ight the co7e then c#ic9 on *elete 0 You can create reason co7es 2or returns, voi7s, 7iscounts, or comps K100E 7iscount on an item I e0g0 emp#oyee 7iscount or 7iscount 2or an incorrect or7er at a restaurantL0 C#ic9 on $,it to #eave the reason co7e screen an7 save any changes ma7e0

Inventory
Auto Cost 0ercentage for !on)Inventory Items# "his 2eature automatica##y ca#cu#ates the cost o2 a noninventory item !ase7 on the price entere7 in the !on)Inventory Item screen0 $or e-amp#e, suppose the cost percentage is set 2or Y(1 an7 E0 *2 you a77 a non-inventory item to the invoice an7 enter a price o2 C,000, C)( /i## automatica##y ca#cu#ate the cost as C106,0 *2 you set this option to N<, the cost /i## !e /hatever you enter it as0 "o change your settings 2or Auto Cost Percentage, c#ic9 on the Inventory ta! in the 1etup 1creen0 Average Cost Method# *2 you receive an item into stoc9 at a ne/ cost, C)( 200 /i## automatica##y change the cost o2 this item to the average cost you have pai7 i2 this 2eature is ena!#e70 "his metho7 is use7 /hen receiving stoc9 2rom instant purchase or7ers through the *nventory 'aintenance screen an7 a#so /ithin the main Purchase <r7ers screen0 "o ena!#e the Average Cost 'etho7, c#ic9 on the circ#e ne-t to $na%led on the Invoice "a! o2 the Setup Screen 0 *educt Ingredients# C)(.)P( a##o/s you to create recipes 2or items in or7er to 9eep trac9 o2 the ingre7ients use70 $or more in2ormation on creating recipes, see Chapter (# Inventory Control# Inventory Maintenance 0 "his option a##o/s you to su!tract ingre7ients 2or items 2rom stoc9 either /hen the item is prepare7 Ke0g0 a can7y store that ma9es their items ahea7 o2 timeL or a2ter the item is so#7 Ke0g0 /hen a mea# is prepare7 at a restaurantL0 Track Incoming Serial !um%ers# (na!#e this option to trac9 the seria# num!ers o2 incoming items0 1eria# num!ers are use7 on items such as te#evisions - each an7 every "> has its o/n uniHue seria# num!er that can eventua##y !e trace7 !ac9 to the manu2acturer0 *2 this option is 7isa!#e7, C)( /i## on#y prompt you 2or a seria# num!er /hen the item is so#70 Ho/ever, i2 this option is ena!#e7, you can trac9 seria# num!ers as they come in0 "here2ore you can 9eep trac9 o2 /hich seria# num!ers are in stoc9 an7 /hen they came in0 0rompt C of *ays for Rental# *2 this option is ena!#e7, you can setup 7i22erent prices 2or renting an item 2or a 7i22erent num!er o2 7ays0 $or e-amp#e, you can rent a movie 2or 2 7ays 2or C2000 or 2or , 7ays 2or C 0,00

0revent $,cess 0& Receival# (na!#e this option to prevent the receipt o2 items in e-cess o2 the amounts speci2ie7 in the purchase or7er0 $or e-amp#e, i2 you or7ere7 t/enty cases o2 co#a 2rom a ven7or !ut the 7river !rings 21 cases, the person receiving the or7er at the store /ou#7 not !e a##o/e7 to receive 21 cases0 Track Rentals "ith 3niEue Serial !um%ers# 4hen this option is ena!#e7, each renta# item is reHuire7 to have its o/n 7istinct seria#.!ar co7e num!er0 $or e-amp#e, i2 ena!#e7, each copy o2 the movie P"erminator? /ou#7 have its o/n !ar co7e0 You can then trac9 the renta# history o2 each in7ivi7ua# copy0 "here2ore, 2ive copies o2 the movie /ou#7 reHuire 2ive 7i22erent !ar co7es /ith 2ive 7i22erent inventory items /ith Huantity one each0 *2 you 7isa!#e this option, a## 2ive copies o2 the movie /ou#7 have the same !ar co7e an7 there /ou#7 on#y !e one inventory item, so you cou#7 not trac9 each copy in7ivi7ua##y0 "rac9ing in7ivi7ua##y ta9es s#ight#y #onger to set up, !ut it a##o/s you to 7o such things as see /ho the #ast person /as /ho rente7 this copy, in case they 7amage7 the vi7eo0 ReEuire *escription for Instant 0&s# (na!#e this option to reHuire that a 7escription !e entere7 /henever an item is receive7 through the *nstant P< 2unction on /hy the a7Justment is !eing ma7e0 Track 0& *elivery C4s# (na!#e this option to trac9 the 7e#ivery num!ers o2 purchase or7ers0 $or e-amp#e, #etQs say you or7er 20 cases o2 co#a an7 0 !o-es o2 pret5e#s 2rom a ven7or0 "he company 7eci7es to 7e#iver in 2 shipments, each one /ith their o/n 7e#ivery num!er0 1ome companies #i9e to trac9 this 7e#ivery num!er, so ena!#ing this option /ou#7 a##o/ you to trac9 the num!ers associate7 each shipment0 0rompt for Rental or Sale for Rental Items# *2 this option is ena!#e7, you /i## !e as9e7 i2 you are renting this item K2or the amount #iste7 un7er FPriceG in *nventory 'aintenanceL or se##ing it K2or the amount #iste7 un7er F)etai# PriceGL0 "his option is use2u# i2 your store se##s items that /ere once renta#s0 Allo" *uplicate Serial';atch !um%ers# (na!#e this option to a##o/ mu#tip#e seria# or !atch num!ers0 Check I* H ;irthday 0rompt# 4hen this option is ena!#e7, cashiers customer?s *: an7 enter a !irth7ate /hen an age-restricte7 item is a77e7 since the cashier /i## not have to 2igure out ho/ o#7 the customer is0 minimum ages an7 mo7i2y the prompt message0 $or e-amp#e, you can purchases an7 the secon7 #eve# 2or cigarette purchases0 /i## !e prompte7 to chec9 a to the invoice0 "his is use2u# You can enter t/o #eve#s o2 use the 2irst #eve# 2or a#coho#

Company In&ormation

"his is the name, a77ress, an7 te#ephone num!er that /i## appear on every invoice, receipt, report, or statement0 PC America?s company in2ormation is the 7e2au#t company name, a77ress, an7 phone num!er0 "o enter your o/n company in2ormation, c#ic9 on the Company Info ta! in the 1etup 1creen0 3se :TA;9 to move 2rom 2ie#7 to 2ie#7, an7 then rep#ace the o#7 company in2ormation /ith the 7esire7 company in2ormation0 C#ic9 on 3pdate to store the ne/ company in2ormation0 You must enter in2ormation on a## 2our #ines0 $or your convenience, you can a#so enter your company?s ta- *: an7 account num!er Ki2 you are using chec9 va#i7ation, your account num!er /i## print on the !ac9 o2 the chec9L0

Chapter 1% 1etting 3p Cash )egister (-press

Account Control
*ead%eat Control#

4hen this 2eature is ena!#e7, a screen /i## appear #isting a## the items that are current#y rente7 !y the customer /hen you pu## up his account0 "o change the settings 2or 7ea7!eat contro#, c#ic9 on the Account Control ta! in the 1etup 1creen, then c#ic9 on $na%led or *isa%led0 Ma, ;alances# "his 2eature a##o/s you to set a ma-imum !a#ance 2or on account customers0 4hen ena!#e7, customers /i## not !e a!#e to charge any amount on their account greater than their ma-imum !a#ance0 Referral Source# "his 2eature a##o/s you to recor7 /here a customer hear7 a!out your company an7 report on it Ksee Chapter 6# Reports# Reporting Screen# Customer Reports 2or more in2ormation on this reportL0 "o a77 a re2erra# source type, c#ic9 on P an7 enter the 7esire7 2our character *: Ke-% ('*; 2or e-mai#L0 Ne-t, enter the customer re2erence 7escription Ke-% 'aga5ineL0 $or more in2ormation on recor7ing a customer?s re2erra# source, see Chapter /# Customer Maintenance 0 @ift Card =ife# (nter the num!er o2 7ays a gi2t car7 is va#i7 !e2ore it e-pires0 ;eave this 2ie#7 !#an9 i2 you 7o not /ant gi2t car7s to e-pire0 C *ays I* 7alid# "his 2unction a##o/s you to 7eci7e ho/ o2ten a customer /ho uses chec9s must sho/ his *:0 $or e-amp#e, i2 this 2ie#7 is set to 4, 7ays an7 a customer pays !y chec9 & 7ays a2ter his #ast chec9 payment /ith *:, he /i## not !e reHuire7 to sho/ *:0 Ho/ever, i2 he pays !y chec9 4+ 7ays a2ter his #ast chec9 payment /ith *:, he /i## !e reHuire7 to sho/ *: on that occasion0 "his option he#ps you to secure yourse#2 in the case o2 a !a7 chec9 since you are assure7 up to 7ate contact in2ormation0 Check I* Speed $ntry# "his 2eature is use7 in conJunction /ith the R :ays *: >a#i7 2ie#70 *2 1pee7 (ntry is turne7 on, you /i## not !e reHuire7 to enter an *: num!er 2or customers /ho are not entere7 into the 7ata!ase0 "he cashier is instructe7 to /rite the *: on the chec9, an7 the a7ministrator /i## enter the customer into the 7ata!ase at a #ater time0 Auto)pay A'R Invoices# 4hen this option is ena!#e7, invoice automatica##y !a#ance themse#ves i2 they are opposite signs0 $or e-amp#e, i2 a customer has an unpai7 C,0 !a#ance on his account !ut then returns a C2, item an7 chooses to return the amount to on account, instea7 o2 having t/o open invoices Kprevious C,0 unpai7 invoice an7 the ne/ C2, cre7itL, C)( /i## automatica##y pay C2, to the origina# invoice to !a#ance the cre7it invoice, #eaving on#y one open invoice /ith a !a#ance o2 C2,0 1imi#ar#y, i2 a customer has an invoice /ith a C+, cre7it an7 !uys an item 2or C , on account, the C , invoice /i## !e !a#ance7 /ith the C+, cre7it to #eave on#y one open invoice /ith a cre7it o2 C400 !otify Cashier of $,pired Mem%ers# 4hen this option is ena!#e7, cashiers /i## !e noti2ie7 i2 the current customer is an e-pire7 mem!er0 "his re2ers to the mem!ership e-piration 7ate that can !e 2oun7 in the Customer 'aintenance screen0 $or more in2ormation on mem!ership, see Chapter /# Customer Control0

Restaurant !eatures
0rint Tip =ine on Credit Card Invoices# 4hen this 2unction is ena!#e7, a #ine to enter a tip amount /i## print on cre7it car7 invoices0 "his option a##o/s customers to put the tip on their cre7it car7 as /e## as the entire invoice0 "o change your settings 2or this 2eature, c#ic9 on the Restaurant 8eatures ta! in the 1etup 1creen0 You can choose to print this #ine on comp#ete7 invoices or on ho#7 invoices0 C#ic9 on Y$S to ena!#e this 2eature or c#ic9 on !& to 7isa!#e it0 Auto Tipping# "his 2eature /i## automatica##y app#y a tip to parties over a speci2ie7 si5e i2 you are using touch screen invoicing0 4hen you choose MQQQN 2rom the touch screen 2or a party #arger than the set #imit, you /i## !e as9e7 i2 you /ant to a77 the speci2ie7 percentage to the or7er as a tip0 "o change your settings 2or this 2eature, c#ic9 on the Restaurant 8eatures ta! in the Setup Screen 0 !&T$# $nter the percentage as an integer. 8or e,ample? enter B6 for B6R.

0rompt Ta%le C# *2 this option is ena!#e7 an7 prompt Cashier *: is 7isa!#e7, you /i## on#y !e prompte7 to enter the ta!#e num!er0 "his a##o/s 2or 2aster invoicing in instances /here cashier trac9ing is not necessary0 *efault &rder Type# 3se this 2unction to se#ect the 7e2au#t or7er type 2or each station in your restaurant0 You can chooseTo Stay, To @o, or *elivery 0 You can a#so choose to have a prompt at the en7 o2 every transaction0 4hen set to :e#ivery, a receipt /i## a#/ays print /hen the invoice is p#ace7 on Ho#70 Ta%le Selection Screen# "his option a##o/s you to choose ho/ ta!#es are se#ecte70 You can use either Manual $ntry, =ayout, or *iagram0 4ith Manual $ntry? you are prompte7 to type in a ta!#e num!er0 *n =ayout mo7e, there is a #ist o2 preset num!ers 2or ta!#es an7 7e#iveries an7 co#or co7ing0 4hen you #og in /ith your server *:, your ta!#es /i## appear in green, occupie7 ta!#es !eing han7#e7 !y other servers /i## appear in ye##o/, an7 unoccupie7 ta!#es /i## appear in gray0 *iagram mo7e a##o/s you to #ayout your ta!#es on the screen as they appear in your restaurant0 You can create 7i22erent sections, an7 i2 this option is ena!#e7, servers must se#ect the section they are /or9ing !e2ore they can #og in0 Com%ine Checks# C)( a##o/s you to com!ine t/o chec9s into one0 3se this option to 7eci7e7 /hether the current chec9 shou#7 !e com!ine7 into the target or vice versa0 Su%stitute Second *escription to itchen 0rinter# (na!#e this option to print a secon7 7escription #ine to the 9itchen printers0 "his a##o/s the che2s to see a shorthan7 7escription, an a#ternate 7escription, or an or7er printe7 in a 7i22erent #anguage than /ou#7 appear on the customer?s receipt0 0rompt 0arty SiAe# 4hen this option is ena!#e7, you /i## !e prompte7 to enter the party si5e /hen you open a ta!#e0 0rompt Another &rder# (na!#e this 2eature to a##o/ a server to access another ta!#e?s or7er /ithout re#ogging in0 A prompt /i## appear as9ing the server i2 they /ou#7 #i9e to access another ta!#e?s or7er, an7 i2 they 7o not rep#y /ithin three secon7s, the program /i## se#ect no0 &rder %y @uest# 4hen this option is ena!#e7, the server can se#ect /hich guest at the ta!#e is or7ering /hich item0 "he 9itchen printout /i## then !e printe7 in or7er o2 guest0 "his )P( 2unction ma9es it easier 2or servers to 7e#iver mea#s to the correct guests0

Chapter 1% 1etting 3p Cash )egister (-press ReEuire CC Tips to %e $ntered ;efore Clockout# 4hen this option is ena!#e7, servers /i## not !e a!#e to c#oc9out unti# they have entere7 a## o2 the tips he.she receive7 on cre7it car7 that shi2t0 "his option on#y ta9es e22ect i2 you are using Jo! co7es Ksee Chapter B# Setting 3p Cash Register $,press# 8ile Menu# $mployee Maintenance 0 $,clude Cash Tips from Shift Report# (na!#e this option to omit cash cash tips 2rom the cash count in shi2t reports0 "his is 2or restaurants that trac9 this in2ormation separate#y0 Setup 0rofit Centers# A pro2it center is an area in a restaurant that generates money0 1ome e-amp#es inc#u7e insi7e seating, outsi7e seating, !ar, 7e#ivery, an7 ta9eout0 "his a##o/s you to Ju7ge /here you are ma9ing your money an7 is o2ten use2u# in sta22ing 7ecisions0

"o create a ne/ pro2it center, c#ic9 on Setup 0rofit Centers 0 C#ic9 on Add0 You /i## !e prompte7 to enter a 7escription 2or the ne/ pro2it center0 "o 7e#ete an e-isting pro2it center, high#ight its name in the #ist then c#ic9 on *elete 0 C#ic9 on Close to e-it the screen an7 save any changes ma7e0

0rofit Center for Takeout# "his option a##o/s you to 7esignate a pro2it center 2or ta9eout0 C#ic9 on the 7esire7 pro2it center or use the arro/s to high#ight the name then c#ic9 on Select 0 You can choose either None or any o2 the create7 pro2it centers0 0rofit Center for *elivery# "his option a##o/s you to 7esignate a pro2it center 2or 7e#ivery0 C#ic9 on the 7esire7 pro2it center or use the arro/s to high#ight the name then c#ic9 on Select 0 You can choose either None or any o2 the create7 pro2it centers0 0rofit Center for &pen Ta%s# "his option a##o/s you to 7esignate a pro2it center 2or open ta!s0 C#ic9 on the 7esire7 pro2it center or use the arro/s to high#ight the name then c#ic9 on Select 0 You can choose either None or any o2 the create7 pro2it centers0

Internet !eatures
8ile Transfer $)mail Address# *nvoice e-port 2i#es create7 through the A1C** "rans2er screen can !e automatica##y e-mai#e7 to the outgoing e-mai# a77ress speci2ie7 here0 $or more in2ormation on creating an invoice e-port 2i#e, see Chapter K# CR$ Tools# ASCII Transfer 0 1ee Chapter K# CR$ Tools# Send to +ost 2or more in2ormation on sen7ing e-port 2i#es0 !&T$# You must have a MA0I Compati%le e)mail client installed and set up to send and receive e)mails. Mircosoft &utlook -8ull version1 Recommended.

Receipt
Receipt SiAe# 3se this option to se#ect the paper si5e to !e use7 2or invoice receipts 2rom the 2o##o/ing se#ections% Receipt? Short Receipt? 8ull? or 8ull 0rofessional0 "o change your receipt paper si5e, c#ic9 on the Receipt ta! in the 1etup 1creen0 8ull 0rofessional is 7esigne7 to print on a stan7ar7 #aser printer0 If you select Full Professional , the 0rof =ogo option is 7isp#aye70 You may choose to inc#u7e a picture, company in2o, or !oth a picture an7 company in2o on the receipt0 !&T$# The selected picture must %e a .Spg or .gif file. If you select Receipt an7 your receipt printer is 7e2ine7 as @eneric un7er 4in7o/s, use the 4in7o/s printer setup option to in7icate !o 0age ;reaks to ensure that the printer /i## not eJect a 2u## page /hen each receipt is printe70 C)( automatica##y prints a 2e/ !#an9 #ines to a##o/ tearing !et/een receipts0 If you select Short Receipt , on#y one #ine /i## print 2or each stan7ar7 item on the invoice Kas oppose7 to 22or the norma# receiptL0 <n#y !usinesses that se## items in /ho#e num!er Huantities Kno 7ecima#sL shou#7 use this 2ormat0 "he item name, Huantity, an7 e-ten7e7 price are the on#y 2ie#7s 7isp#aye7 2or the 1hort )eceipt0 0rint Invoices# 3se this option to in7icate /hether invoices shou#7 print automatica##y or i2 you shou#7 !e prompte7 to print each invoice0 "o change your Print *nvoice settings, c#ic9 on the Receipt ta! in the 1etup 1creen0 1e#ect Y$S to automatica##y print out an invoice upon comp#etion o2 a transaction0 1e#ect !& i2 you 7on?t /ant invoices to print at a##0 1e#ect 0R&M0T i2 you on#y /ant invoices to !e printe7 at certain times0 You /i## !e prompte7 to print an invoice each time you en7 a transaction0 1e#ect CC &!=Y to on#y print a receipt 2or cre7it car7 invoices0 1e#ect 0R&M0T SI<$ i2 you /ant particu#ar invoices printe7 on 7i22erent paper si5es0 *isplay $Euals# *2 you se#ect Yes 2or this 2eature, the #ine o2 eHua# signs separating the items 2rom the rest o2 the receipt /i## print0 0rint Amount Saved# (na!#e this option to print the tota# 7i22erence !et/een your se##ing price an7 the retai# price 2or the invoice0 "his is 2or non-N(81 receipts0 0rint Account ;alance# 4hen this option is ena!#e7, the account !a#ance /i## print on receipts 2or Fon accountG customer0 7alidate Checks# 4hen this 2unction is ena!#e7, the invoice num!er, 7ate an7 gran7 tota# /i## print on the !ac9 o2 chec9s0 You can on#y use this 2unction i2 you have an *thaca s#ip printer0 0rint it Items# :isa!#ing this option means that the in7ivi7ua# items in a 9it /i## not print on receipts !ut /i## sti## appear on the invoice screen0 0rint Suggested CC Tip# *2 this option is ena!#e7, a suggeste7 tip o2 1,E, 1&E , an720E /i## appear on receipts 2or payments ma7e !y cre7it car7 Ke-cept /hen (-press 'anua# Processing is ena!#e7L0

Chapter 1% 1etting 3p Cash )egister (-press !um%er of Copies# "his 2unction a##o/s you to speci2y ho/ many copies o2 the receipt /i## print /hen you en7 a transaction0
!um%er of *ockets# "his 2unction a##o/s you to speci2y ho/ many 7oc9ets /i## print /hen an item is purchase70 :oc9ets are simi#ar to 2u##-si5e invoices, e-cept that they 7o not inc#u7e prices0 An e-amp#e /ou#7 !e a pac9ing s#ip p#ace7 in a !o- prior to shipping0 !&T$# This function can only %e used "ith a full)siAe professional invoice. It "ill not "ork on a receipt)siAe invoice. 0rint 8ull SiAe Info To# "his 2unction a##o/s you to choose an a#ternate #ocation to /hich you can print 2u## si5e invoices0 0rint $,tra Copy of &n Account Receipts# (na!#e this option to print an e-tra copy o2 on account receipts /hen the receipt printer is set to F)eceipt 1i5e0G "his a##o/s stores to 9eep signe7 copies 2or their recor7s0 0rint !otes on CC Receipt# (na!#e this option to print the invoice notes on the copy o2 the receipt that the customer signs an7 is returne7 to the store0 0rint Modifiers on Receipt# (na!#e this option to print mo7i2iers 2or an item on the receipt0 You can

choose to never print mo7i2iers, to print a## mo7i2iers Ktota# or !rea97o/nL, or to on#y print those mo7i2iers 2or /hich there is an associate7 charge Ktota# or !rea97o/nL0 *2 you choose tota#, a## o2 the in2ormation a!out the mo7i2ier /i## !e printe7, such as the 7escription an7 price0 *2 you choose !rea97o/n, on#y the 7escription o2 the mo7i2ier /i## !e printe7, not the price0

Station Speci&ics
Amount Tendered Screen# "his option a##o/s you to choose /ith amount ten7ere7 screen /i## appear at that station0 You can choose either the Rapid $ntry screen or the *etailed screen0 "he *etailed screen /i## a##o/ 2or mu#tip#e cre7it car7s to pay an invoice0 Allo" this station to end transactions# "his option a##o/s you to 7eci7e i2 transactions can !e en7e7 at this station0 1e#ect Yes to a##o/ transactions to !e en7e7 at this station or se#ect !o i2 you 7o not /ant transactions en7e7 at this station0 You can a#so choose to on#y a##o/ Credit Card transactions to !e en7e7 at that station0 0rint $,tra &rder Copy# 4hen this option is ena!#e7, an e-tra copy o2 the receipt /i## print to the speci2ie7 #ocation or the <r7er $i##ing 1creen0 $or e-amp#e, a restaurant station 7e7icate7 to 7e#iveries might /ant to print an entire receipt to the 9itchen so it can !e attache7 to 7e#iveries0 You can choose to sen7 a copy to a printer or to a monitor0

Couponin"
"his 2unction a##o/s you to enter te-t to appear as a coupon on the !ottom o2 each receipt0 *n or7er to use this 2unction, you must !e using an (pson "'"-&& printer0

System Access
=ogin Method# 3se this option to set ho/ emp#oyees can #og into C)(0 Choose I* F 0ass"ord or S"ipe to a##o/ emp#oyees to either s/ipe his.her car7 or enter his.her *: /ith pass/or70 1e#ect I* &nly or S"ipe to a##o/ emp#oyees to either Just enter an *: or s/ipe his.her car70 1e#ect S"ipe &nly to on#y a##o/ emp#oyees to #ogin using his.her s/ipe car70 ReEuire All &n)+old Invoices and Ta%les to %e Closed %efore Clockout# 4hen this option is ena!#e7, emp#oyees /i## not !e a!#e to #ogout unti# a## on-ho#7 invoices or ta!#es have !een c#ose70 Clockout Receipt# 4hen this option is ena!#e7, a receipt /i## print /ith the amount o2 time /or9e7 /hen an emp#oyee c#oc9s out0

+uick Invoicin"
>uick Change# 4hen this option is ena!#e7, change /i## !e 7isp#aye7 in the top right corner o2 the invoice screen instea7 o2 in its o/n /in7o/0 "he change is automatica##y c#eare7 /hen you ring up your ne-t item0 "his /or9s 2or retai# stations an7 restaurant stations /here Prompt "a!#e is 7isa!#e70 >uick Tender# 4hen this option is ena!#e7, the amount ten7ere7 screen /i## sho/ Huic9 ten7er !uttons 2or common amounts Ke0g0, C1, C,, C10L0 A one !utton touch can !e use7 to se#ect these amounts0 "his 2eature is !est use7 /ith a touch screen0

Scale

"his !utton a##o/s you to activate or 7eactivate the Ho!art 4eight 1ca#e0 "he sca#e creates a !ar co7e to !e scanne7 at chec9out that in7icates a ca#cu#ate7 price !ase7 on /eight0 "o change the settings 2or this sca#e, c#ic9 on the Scale !utton, then on the 7esire7 option, then on *one to save the ne/ settings0 Specifications of a +o%art -"eight scale1 ;ar Code HereQs the anatomy o2 the !arco7e Ke0g0 200 010099,0L% item R price 200 01 S 0099, S 0 "he 2irst 6 7igits are the actua# item num!er in C)(0 "he ne-t , 7igits are the price as generate7 2rom the sca#e, an7 the #ast 7igit is a p#ace ho#7er0 4hen C)( scans this item, it /i## #oo9 2or item 200 01 an7 a77 it to the invoice gri70 "he e-ten7e7 price /i## automatica##y !e C909,0 *t /i## a#so automatica##y ca#cu#ate the Huantity 2or you K!ase7 on the e-ten7e7 priceL0 $or e-amp#e, i2 8a9e7 >iginia Ham se##s 2or C10000 per #!, then the Huantity /i## !e 099, #!s to get C909,0

,ie) ptions Screen

"his 2unction a##o/s you to vie/ the <ptions 1creen 2or more setup options0 "hese options inc#u7e% a77ing inventory K1ee Chapter (# Inventory ControlL an7 a77ing customers K1ee Chapter /# Customer ControlL0 "o 7isp#ay the <ptions screen, se#ect 7ie" &ptions Screen 2rom the 8ile menu0

Chapter 1% 1etting 3p Cash )egister (-press

Corporate Setup

"his screen a##o/s you to set up mu#tip#e stores in Cash )egister (-press0 "o access this screen, se#ect se#ect Corporate Setup 2rom the 8ile menu0 $or more in2ormation on managing mu#tip#e sites, see Chapter 5# +ost Module for Corporate &ffices. Add# C#ic9 on this !utton to create a ne/ 1tore *:0 Change $)mail# C#ic9 on this !utton to up7ate the e-mai# a77ress 2or the high#ighte7 1tore *:0 *elete# C#ic9 on this !utton to 7e#ete the high#ighte7 1tore *:0 <ero Inventory# C#ic9 on this !utton to 5ero out the in stoc9 va#ue 2or the high#ighte7 1tore *:0 *uplicate Inventory# C#ic9 on this !utton to 7up#icate the inventory o2 the high#ighte7 1tore *: to another 1tore *:0 Change Corporate 0ass"ord# "his 2unction a##o/s you to change the corporate pass/or70 "ype the ne/ pass/or7 in the !e" 0ass"ord 2ie#7, then type the current corporate pass/or7 in the &ld 0ass"ord 2ie#70 Save# C#ic9 on this !utton to save any changes that you have ma7e in this screen0 $,it# C#ic9 on this !utton to e-it this screen /ithout saving any changes0

Set This Station-s Store ID

"his 2unction a##o/s you to assign a 1tore *: to the current station #iste7 on the ;ogin 1creen0 "o access this option, se#ect Set This Station4s Store I* 2rom the 8ile menu0

Detailed Daily Report

"his option a##o/s you to print the :etai#e7 :ai#y )eport0 $or more in2ormation a!out this report, see Chapter 6# Reports0

Reportin" Screen

"his option a##o/s you to access the )eporting 1creen 2rom /hich you can print any report in C)(0 $or more in2ormation a!out this screen, see Chapter 6# Reports0

Re"ister
1e#ect this option to register your copy o2 Cash )egister (-press0 "o access this option, se#ect Register 2rom the 8ile menu K'o7ernL or Setup menu K"ra7itiona#L0 "he phone num!er an7 a77ress 2or PC America /i## appear, 2o##o/e7 !y your activation num!er0 Ca## PC America /ith this activation num!er, an7 then enter the num!er they te## you0

Chapter 1% 1etting 3p Cash )egister (-press

The "nvoice Screen

#odern

Traditional

Cash Register $,press "orks "ith or "ithout a mouse. You can access every aspect of Cash Register $,press using an ordinary key%oard.

A2ter success2u##y entering your pass/or7, you /i## enter the *nvoice 1creen0 (verything you /i## nee7 to 7o in C)( /or9s 2rom this one screen0 (very aspect o2 Cash )egister (-press /or9s /ith or /ithout a mouse0 You can move aroun7 the entire screen using either :TA;9 or any o2 the numerous :A=T9 shortcut 9eys0 You can !ring up a77itiona# Cash )egister (-press screens using the :CTR=9 shortcut 9eys0 Any un7er#ine7 #etters on the screen are :A=T9 shortcut 9eys0 $or e-amp#e, #oo9 at the /or7 Invoice in the menu !ar0 You can access Invoice either !y c#ic9ing your mouse on the /or7 Invoice or !y pressing the :A=T)79 shortcut 9eys Kpress :A=T9 an7 7 simu#taneous#yL0 You can a#so use :TA;9 to go 2rom one section o2 the screen to another0 Press :S+I8T9 an7 :TA;9 simu#taneous#y to go !ac9/ar7s0 $or 7etai#s on the *nvoice 1creen, see Chapter G# Creating Invoices0

;enu 5ar
#odern

Traditional

Access the Menu ;ar %y using the :A=T9 keys or a mouse. 8or e,ample# :A=T)79 J Invoice :A=T)+9 J +elp You may use lo"er or upper case letters. :A=T)T9 J :A=T)t9

You can access the Menu ;ar !y using a mouse or your :A=T9 9ey0 You can access each menu #iste7 on the menu !ar !y simu#taneous#y pressing :A=T9 an7 the un7er#ine7 #etter in the menu tit#e0 "o #eave the menu !ar, press :$SC9 or press another :A=T9 9ey to reach another part o2 the main screen0 You can a#so press :A=T9 to access the menu !ar an7 then use the #e2t an7 right arro/ 9eys K:9 an7 :91 to move 2rom one menu to another0 Press :T to 7isp#ay the high#ighte7 menu0 You may a#so use your mouse to c#ic9 on the !uttons K'o7ernL or picture icons K"ra7itiona#L that e-ecute many o2 the 2unctions in the 7rop 7o/n menus0 As you move your mouse across a picture icon in the "ra7itiona# *nvoice 1creen, its 2unction /i## appear in the !ottom #e2t han7 corner o2 the screen0

(ptions Screen
"he <ptions 1creen accesses many o2 the 7i22erent 2unctions avai#a!#e in Cash )egister (-press0 *t is on#y vie/a!#e in the 'o7ern *nvoice 1creen0 "o access this menu, c#ic9 on the &ptions !utton or press :A=T)&9 in the 'o7ern *nvoice 1creen0 8e#o/ you /i## 2in7 a !rie2 7escription o2 each menu #iste7 in the <ptions 1creen0 7escriptions /i## !e 2oun7 in 2uture chapters0 'ore 7etai#e7

"he Cashier $unctions menu accesses 2unctions use7 !y cashiers /hi#e processing an invoice0 $or more in2ormation on the 2unctions #iste7 in this menu, see Chapter G# Creating Invoices# Cashier 8unctions0 "he *nvoice Properties menu accesses 2unctions to !e app#ie7 to invoices, such as 7iscounts an7 ta- e-empt status0 $or more in2ormation on the 2unctions #iste7 in this menu, see Chapter G# Creating Invoices# Invoice 0roperties 0 "he "oo#s menu contains severa# too#s to use /ith Cash )egister (-press0 $or more in2ormation on the 2unctions #iste7 in this menu, see Chapter K# Cash Register $,press Tools# Tools Menu0 "he 1etup menu a##o/s you to change important in2ormation use7 !y Cash )egister (-press0 $or more in2ormation on the 2unctions #iste7 in this menu, see the ne-t section, Chapter B# Setting 3p Cash Register $,press# Setup Menu0 "he A7ministrative menu accesses 2unctions use7 !y a7ministrators to manage Cash )egister (-press, such as inventory an7 customer maintenance0 $or more in2ormation on inventory maintenance, see Chapter (# Inventory Control0 $or more in2ormation on customer maintenance, see Chapter /# Customer Control0

Setup ;enu
#odern

Traditional

"he 1etup menu a##o/s you to change important in2ormation use7 !y Cash )egister (-press0 "o access the 1etup menu in the 'o7ern *nvoice 1creen, c#ic9 on &ptions, an7 then c#ic9 on Setup0 You can Huic9#y se#ect a menu or 2unction !y pressing the shortcut 9ey sho/n in its upper #e2t-han7 corner0 C#ic9 on *one to e-it the 1etup menu0 "o access the 1etup menu 2rom the "ra7itiona# *nvoice 1creen, c#ic9 on Setup or press :A=T)390

Cashier Cash Dra)er .ocation

"his 2eature a##o/s you to change the #ocation o2 the cash 7ra/er 2or the current cashier0 "o change the #ocation o2 the Cashier Cash :ra/er% 1e#ect Cashier C*= K'o7ernL or Change Cashier Cash *ra"er =ocation K"ra7itiona#L 2rom the Setup menu0 "ype in the A7ministrator?s pass/or7, then c#ic9 on & or press :$!T$R90

"ype in the num!er correspon7ing to the 7esire7 #ocation o2 the cash 7ra/er0

Cost #arkup %ercenta"e

"his 2eature a##o/s you to set the 7e2au#t price 2or an item as a certain percentage more than the cost o2 the item0 4hen a77ing the item to the inventory, the price /i## 7e2au#t to the cost mar9up percentage0 "he 7e2au#t price may !e change7 at any time0 "o set a va#ue 2or the Cost 'ar9up Percentage, se#ect Cost Markup K'o7ernL or Cost Markup 0ercentage K"ra7itiona#L 2rom the Setup menu0 "ype in the 7esire7 percentage then c#ic9 on & or press :$!T$R90 $or e-amp#e, i2 you /ant to set the cost mar9up percentage at ,0E, you shou#7 type ,0, not 0,0 C#ic9 on Cancel to Huit /ithout se#ecting a percentage0

Customer Bonus

"he Customer 8onus screen a##o/s you to 7e2ine #oya#ty programs 2or your customers /here they can receive 7iscounte7 or 2ree items 2or speci2ie7 occasions0 "o access the Customer 8onus screen, se#ect Customer ;onus 2rom the Setup menu0 =oyalty Incentives are the actua# items that the customers can receive 2rom a #oya#ty p#an0 "here are 2our types o2 occasions 2or /hich customers can receive an incentive% 0oints Re"ard K/hich is !ase7 on the accrua# o2 mem!ership !onus pointsL, ;irthday ;onus Kto give the customer a !onus item on their !irth7ayL, 8reEuency *iscount Kgives a 7iscount to customers /ho shop o2tenL, an7 0ercent &ff Ko22er a percentage 7iscount on se#ecte7 purchasesL0 =oyalty 0lans a##o/ you to create p#ans an7 speci2y /hat items customers can receive !y !eing a mem!er0 !&T$# 8onus 7escriptions, cost, Huantity, price, an7 ta-a!#e status may !e overri77en prior to a77ing the !onus item to the invoice0 A#so, the customer may se#ect not to ta9e the !onus item at the time it is o22ere70

.oyalty Incentives
"his option a##o/s you to create incentives 2or mem!ers o2 your !onus p#an0 "o create a ne/ incentive% C#ic9 on Add or press :A=T H A90 Choose the type o2 incentive you /ou#7 #i9e to create 2rom the pu##7o/n menu then enter in the 7esire7 in2ormation0

"o up7ate an e-isting incentive% 1e#ect the 7esire7 incentive !y using the 0revious an7 !e,t !uttons or the pu##7o/n menu0 Change the 7esire7 2ie#7s then c#ic9 on 3pdate or press :A=T H 390

!&T$# You cannot modify the type of incentive 0 "o 7e#ete an e-isting incentive% 1e#ect the 7esire7 incentive !y using the 0revious an7 !e,t !uttons or the pu##7o/n menu0 C#ic9 on *elete or press :A=T H *90

0oints Re"ard Customers /i## receive points 2or purchasing items in your store, an7 /hen a speci2ie7 point #imit is reache7, the customer /i## have the option o2 re7eeming those points0 $or e-amp#e, !onus p#an mem!ers can re7eem 10 points 2or a 2ree car /ash0

*escription# "his is the 7escription that /i## appear on the invoice 2or the !onus item0 Incentive Type# "his in7icates the type o2 !onus0 $or this type o2 incentive, it /i## !e FPoints )e/ar7G0 @ive Re"ard After +o" Many 0ointsT# "his in7icates the num!er o2 !onus points that a customer must accumu#ate to receive the !onus 7escri!e70 <nce the speci2ie7 num!er o2 points has !een accumu#ate7, the !onus is a77e7 to the customer?s invoice - the cashier /i## !e as9e7 to accept K Add to InvoiceL or reJect the !onus KCancel L0 *2 accepte7, the customer?s !onus points /i## !e 7ecrease7 accor7ing#y0 Re"ard# "his in7icates /hat type o2 item the !onus item /i## !e0 You can choose a !on)Inventory item an7 enter the 7escription, cost, Huantity, an7 price or choose an Inventory item 2rom your inventory to give as a !onus item0 Item !um%er# "his is the item num!er o2 the incentive0 *2 the re/ar7 is a non-inventory item, FNonUinventoryG /i## appear in this 2ie#70 *2 the re/ar7 is an item in your inventory, enter its item num!er here0 Charge Ta,T# "his in7icates /hich ta- is to !e charge7 /hen the price o2 the !onus item is greater than 00 >uantity# "his is the num!er o2 !onus items to !e given0 Cost# "his is the actua# cost o2 the !onus item0 You cannot change this 2ie#7 i2 Inventory item is se#ecte70 0rice# "his is the price to !e charge7 2or the !onus item0 You can enter a price or 0 2or no charge0

;irthday ;onus Customers can receive a 2ree or 7iscounte7 item /ithin a set num!er o2 7ays o2 their !irth7ay0 $or e-amp#e, !onus p#an mem!ers can receive a 2ree car /ash /ithin 10 7ays o2 his.her !irth7ay0

*escription# "his is the 7escription that /i## appear on the invoice 2or the !onus item0 Incentive Type# "his in7icates the type o2 !onus0 $or this type o2 incentive, it /i## !e F8irth7ay 8onusG0 Within +o" Many *ays of ;irthdayT# "his in7icates /ithin ho/ many 7ays o2 his.her !irth7ay a customer must re7eem the incentive0 Re"ard# "his in7icates /hat type o2 item the !onus item /i## !e0 You can choose a !on)Inventory item an7 enter the 7escription, cost, Huantity, an7 price or choose an Inventory item 2rom your inventory to give as a !onus item0 Item !um%er# "his is the item num!er o2 the incentive0 *2 the re/ar7 is a non-inventory item, FNonUinventoryG /i## appear in this 2ie#70 *2 the re/ar7 is an item in your inventory, enter its item num!er here0 Charge Ta,T# "his in7icates /hich ta- is to !e charge7 /hen the price o2 the !onus item is greater than 00 >uantity# "his is the num!er o2 !onus items to !e given0 Cost# "his is the actua# cost o2 the !onus item0 You cannot change this 2ie#7 i2 Inventory item is se#ecte70 0rice# "his is the price to !e charge7 2or the !onus item0 You can enter a price or 0 2or no charge0

8reEuency *iscount Customers /ho shop in your store o2ten can receive a 7iscount0

*escription# "his is the 7escription that /i## appear on the invoice 2or the !onus item0 Incentive Type# "his in7icates the type o2 !onus0 $or this type o2 incentive, it /i## !e F$reHuency :iscountG0 @ive Re"ard Within +o" Many *aysT# "his in7icates /ithin ho/ many 7ays a customer must re7eem the incentive0 Re"ard# "his in7icates /hat type o2 item the !onus item /i## !e0 You can choose a !on)Inventory item an7 enter the 7escription, cost, Huantity, an7 price or choose an Inventory item 2rom your inventory to give as a !onus item0 Item !um%er# "his is the item num!er o2 the incentive0 *2 the re/ar7 is a non-inventory item, FNonUinventoryG /i## appear in this 2ie#70 *2 the re/ar7 is an item in your inventory, enter its item num!er here0 Charge Ta,T# "his in7icates /hich ta- is to !e charge7 /hen the price o2 the !onus item is greater than 00 >uantity# "his is the num!er o2 !onus items to !e given0 Cost# "his is the actua# cost o2 the !onus item0 You cannot change this 2ie#7 i2 Inventory item is se#ecte70 0rice# "his is the price to !e charge7 2or the !onus item0 You can enter a price or 0 2or no charge0

0ercent &ff Customers can receive a percentage 7iscount on speci2ic purchases0 $or e-amp#e, !onus p#an mem!ers can receive a 10E 7iscount on #unch specia#s0

*escription# "his is the 7escription that /i## appear on the invoice 2or the !onus item0 Incentive Type# "his in7icates the type o2 !onus0 $or this type o2 incentive, it /i## !e FPercent <22G0 0ercent &ff# "his is the percent 7iscount 7iscount that /i## !e app#ie7 to inc#u7e7 items0 Add Inclusion# "his a##o/s you to speci2y /hat purchases are e#igi!#e 2or a 7iscount0 You can choose speci2ic items, a /ho#e 7epartment, or a category0 'ore than one inc#usion can !e #iste70

*elete Inclusion# C#ic9 on this !utton to 7e#ete the high#ighte7 inc#usion0

.oyalty %lans
"his option a##o/s you to create !onus p#ans using the incentives you create7 in ;oya#ty *ncentives0

"o create a ne/ !onus p#an% C#ic9 on Add or press :A=T H A90 (nter a 7escription an7 /hether or not points shou#7 !e accumu#ate7 on incentives0 "o a77 incentives, c#ic9 on Add Incentives0 C#ic9 on the incentive you /ou#7 #i9e to a770 'ore than one incentive may !e a77e7 to each !onus p#an0 "o 7e#ete incentives, high#ight the 7esire7 incentive then c#ic9 on *elete 0 C#ic9 on Save or press :A=T H 79 to save the ne/ !onus p#an0

"o up7ate an e-isting !onus p#an% 1e#ect the 7esire7 !onus p#an !y using the 0revious an7 !e,t !uttons or the pu##7o/n menu0 Change the 7esire7 2ie#7s then c#ic9 on 3pdate or press :A=T H 390

"o 7e#ete an e-isting !onus p#an% 1e#ect the 7esire7 !onus p#an !y using the 0revious an7 !e,t !uttons or the pu##7o/n menu0 C#ic9 on *elete or press :A=T H *90

Discount .evels

"his 2eature a##o/s you to set up 7iscount #eve#s 2or customers0 "o choose a 7iscount #eve# 2or a customer, type the #etter correspon7ing to the 7esire7 7iscount #eve# - A, 8, C, :, (, $, @, H, *, or M - in the *iscount =evel 2ie#7 o2 the Customer Maintenance 1creen K1ee Chapter /# Customer ControlL0 "he 7e2au#t customer 7iscount #eve# is A0 "he se#ecte7 7iscount is automatica##y app#ie7 2or each ne/ inventory item a77e70 You /i## !e a!#e to customi5e the 7iscount #eve#s on particu#ar items K1ee Chapter (# Inventory ControlL0 !&T$# Inventory =evel overrides "ill take precedence over customer discount levels. "o change the va#ue o2 a 7iscount #eve#% 1e#ect *iscount =evels 2rom the Setup menu0 3se :TA;9 or the mouse to move to the 7esire7 2ie#70 (nter in the ne/ 7iscount percentage #eve#0 C#ic9 on 3pdate to save the ne/ va#ues or c#ic9 on Cancel to ignore any changes0

!&T$# $ach discount level M3ST have a value.

Display Setup

"he :isp#ay 1etup screen a##o/s you to change the appearance o2 the C)( *nvoice 1creen an7 ;ogin 1creen0 You can choose not to 7isp#ay the Tool%ar or the Customer *isplay !o-0 "o change your 7isp#ay setup, se#ect *isplay Setup 2rom the Setup menu0 D in7icates that the option is 7isp#aye70 "o 7isa!#e an option, c#ic9 on that !o- to remove the D0 "he :isp#ay 1etup screen a##o/s you to se#ect /hich *nvoice 1creen /i## appear upon #ogging into C)(0 "o se#ect the Modern *nvoice 1creen, c#ic9 on the circ#e ne-t to Modern, or c#ic9 on the circ#e ne-t to Traditional to se#ect the Traditional *nvoice 1creen0 You can a#so se#ect to use the Split Invoicing screen0 "his screen is use7 2or !usiness that !uy !ac9 or tra7e items in e-change 2or other merchan7ise0 "o change the co#or o2 the !ac9groun7 o2 the *nvoice 1creen, c#ic9 on Set 8orm4s ;ackground Color 99 an7 then choose the 7esire7 !ac9groun7 co#or0 "o mo7i2y the co#or scheme o2 the #ogin screen, c#ic9 on ;ackground Color or 8oreground Color0 "o choose the picture that is 7isp#aye7 on the #ogin screen, c#ic9 on Select 0icture2=ogo an7 se#ect a Jpg or gi2 2i#e0 4hen you are 2inishe7, c#ic9 on 3pdate0 You may c#ic9 on Cancel to ignore a## changes0

$eneral Invoice /otes

"his 2unction a##o/s you to a77 notes that /i## appear on the !ottom o2 every receipt0 "hese notes cou#7 !e a notice or a remin7er a!out a sa#e 7ate or a specia# o22er0 You may enter up to ten #ines o2 up to 42 characters each0 "o access this screen, c#ic9 on @eneral Invoice !otes in the Setup menu0 3se :TA;9 or the mouse to move to each #ine0 C#ic9 on & to save any changes in the te-t or c#ic9 on Cancel.

Setup Screen
"he 1etup 1creen a##o/s you to customi5e Cash )egister (-press /ith your computer system setup0 "o vie/ the 1etup 1creen, se#ect Setup Screen 2rom the Setup menu0 $or more in2ormation on each o2 the 7i22erent settings, see Chapter B# 8ile Menu# Setup Screen 0

+uick Books Setup

"he Auic98oo9s 1etup a##o/s you to i7enti2y the #ocation o2 Auic98oo9s on your system an7 to speci2y account name in2ormation reHuire7 to create a Auic98oo9s import 2i#e 2rom your C)( 1a#es 7ata0 "o access this screen, se#ect >uick ;ooks Setup 2rom the Setup menu0 "he import 2i#e posts tota#s to 3n7eposite7 $un7s, 1a#es *ncome, an7 1a#es "a- accounts0 A customer name an7 sa#es ta- agency must a#so !e i7enti2ie70 The accounts and names must %e defined in >uick;ooks prior to importing files generated %y CR$. >uick;ooks *irectory# "his is the name o2 the 7irectory in /hich Auic98oo9s is #ocate70 Customer !ame# "his is the customer name i7enti2ie7 as responsi!#e 2or sa#es income0 "he 7e2au#t customer name is C)( customer Ka sing#e customer /ho represents a## customers /hich ma7e purchases via the C)( systemL0 3ndeposited 8unds Account !ame# *2 the name you se#ect is a su! account o2 another account, p#ace a co#on F%G !et/een the main an7 su! account0 *n the e-amp#e% 'ain Account - 3n7eposite7 $un7s 1u! Account - C)( 3n7eposite7 $un7s (nter - 3n7eposite7 $un7s%C)( 3n7eposite7 $un7s Sales Income Account !ame# *2 the name you se#ect is a su! account o2 another account, p#ace a co#on F%G !et/een the main an7 su! account0 *n the e-amp#e% 'ain Account - 1a#es 1u! Account - C)( 1a#es *ncome (nter - 1a#es%C)( 1a#es *ncome

Sales Ta, Agency !ame# "his is the 1a#es "a- Agency associate7 /ith ta-es passe7 to Auic98oo9s0 Sales Ta, Agency Account !ame# *2 the name you se#ect is a su! account o2 another account, p#ace a co#on F%G !et/een the main an7 su! account0 *n the e-amp#e% 'ain Account - 1a#es "a- Paya!#e 1u! Account - C)( 1a#es "a- Paya!#e (nter - 1a#es "a- Paya!#e%C)( 1a#es "a- Paya!#e Control ;uttons# 3pdate - C#ic9 on this to e-it an7 save a## the changes in the Auic98oo9s 1etup in2ormation0 Cancel - C#ic9 on this to e-it /ithout saving any changes ma7e in the Auic98oo9s 1etup in2ormation0

Set Ta0 Rate

"his screen a##o/s you to change the ta- rate an7 the 7escriptions o2 each ta- rate0 "he 7e2au#t ta- rate is ,E an7 the 7e2au#t 7escription 2or each ta- rate is "a- 1, "a- 2, an7 "a- 0 *2 your company a#so ships items to other counties an7 you are reHuire7 to app#y the ta- o2 the county to /hich you are 7e#ivering, you can set up Area "a- )ates an7 speci2y a customer?s ta- area through Customer 'aintenance Ksee Chapter /# Customer Control 2or more in2ormation on mo7i2ying a customer?s ta- areaL0 "o access this screen, se#ect Ta, Rates K'o7ernL or Set Ta, Rate K"ra7itiona#L 2rom the Setup menu0 "o change the ta- rate% 1e#ect Set Ta, Rate 2rom the Setup menu0 3se :TA;9 or the mouse to move to the 7esire7 2ie#7, then type in the ne/ in2ormation0 !&T$# $nter the rate as a percentage. 8or e,ample? enter 6...R for five percent. C#ic9 on & to save the changes or c#ic9 on Cancel to ignore any changes0

!&T$# Any changes in the 7escriptions o2 a ta- rate are re2#ecte7 on the printe7 receipts, an7 you must enter rates 2or a## three ta- #eve#s0 $,ample# Cana7ian users may /ish to #a!e# the 2irst ta- rate as @1" an7 the secon7 ta- rate as P1", or #iHuor storeo/ners may /ant to 7esignate the secon7 ta- as ;iHuor "a-0

Set De&ault %rinter

3se this 2unction to speci2y the 7e2au#t printer0 You may change the 7e2au#t printer to sen7 invoices an7 reports to a 7i22erent printers !ase7 on your reHuirements0 "o access this screen, se#ect Set *efault 0rinter 2rom the Setup menu0 "he print setup in Cash )egister (-press is i7entica# to the print setup in 4in7o/s0 "here2ore, i2 you a#rea7y set the printer in the Contro# Pane# 2rom 4in7o/s, you 7on?t nee7 to set the printer here, an7 vice versa0 TI0# If you are using a standard receipt printer -Star? CitiAen? etc.1? then select the driver M@eneric ' Te,t onlyN for receipt printouts. 8or an $pson receipt printer? use the drivers included on the CR$'R0$ C*)R&M in the $pson TM 0rinter *rivers folder.

Touch Screen Con&i"uration

"his 2unction a##o/s you to customi5e the )estaurant "ouch 1creen0 "o access this screen, se#ect Touch Screen Configuration 2rom the Setup menu0

General

"his screen a##o/s you to con2igure the !ottom t/o ro/s o2 2unction !uttons to per2orm 2unctions such as 7iscounts an7 report generation0 You can a#so enter te-t to 7isp#ay on the !utton an7.or se#ect a picture 2i#e to 7isp#ay0 "o access this screen, c#ic9 on the @eneral ta!0 "o change the 2unctiona#ity o2 a !utton% C#ic9 on the !utton you /ou#7 #i9e to mo7i2y0 1e#ect the 7esire7 2unction 2rom the pu##7o/n menu0 (nter the te-t to 7isp#ay on this !utton in the Caption 2ie#70 *2 app#ica!#e, se#ect a picture 2i#e to 7isp#ay !y c#ic9ing on Select 0 C#ic9 on *isplay this %utton to see /hat the !utton /i## #oo9 #i9e on the screen0 C#ic9 on Save F $,it or press :A=T H D9 to save the changes you have ma7e0

Items & Departments

"his screen a##o/s you to assign co#ors, pictures, an7 captions to each 7epartment an7 item0 "o access this screen, c#ic9 on the Items F *epartments ta!0 "o customi5e an item or 7epartment !utton% 1e#ect the 7esire7 7epartment or item !y high#ighting its name on the #ist0 You can a#so use the arro/s to move the cursor through the #ist0 (nter the te-t to 7isp#ay on this !utton in the Caption 2ie#70 *2 app#ica!#e, se#ect a picture 2i#e to 7isp#ay !y c#ic9ing on Select 0 "o change the co#or o2 the se#ecte7 !utton, c#ic9 on Select Color, se#ect the 7esire7 co#or, then c#ic9 on & 0 C#ic9 on Save F $,it or press :A=T H D9 to save the changes you have ma7e0

!&T$# The *isplay *epartment or *isplay Item on Touch Screen %o, must %e checked in order for that department or item to %e displayed on the touch screen.

ptions
"o access this menu, c#ic9 on &ptions or press :A=T H &9 in the "ouch 1creen Con2iguration screen0 Configure this Station Individually# (na!#e this option to create settings speci2ic to the current station0 ReEuery Current *epartment# 1e#ect this option to reset a## items in the current 7epartment to their 7e2au#t settings0 Reset All Items and *epartments# 1e#ect this option to reset a## items an7 7epartments to their 7e2au#t settings0

!riendly %rinter Setup

4hen using a point-o2-sa#e system, there are o2ten many printers invo#ve70 (ach computer may ta#9 to each printer in a 7i22erent /ay0 "he 8riendly 0rinter Setup screen gives you an easy /ay to set up your printers /ithout the technica# /orries0 "o access this screen, se#ect 8riendly 0rinter Setup 2rom the Setup menu0 A 8riendly 0rinter is the name that you ma9e 2or each printer in your store or restaurant, such as =itchen, @ri##, an7 8ar0 C)( a#rea7y provi7es t/o 2rien7#y printers 2or you% Receipt an7 Report0 Receipt is /here the current station /i## print the receipt to give to the customer0 Report is /here your 2u## si5e reports Kan7 other 2u## si5e 7ocumentsL /i## print0 A =ocal Windo"s 0rinter is the printer 7river that is set up in the 4in7o/s Printer 2o#7er0 You must se#ect a 7river 2or each printer at each computer0 You can a#so se#ect a 0rinter Type 2or each printer0 1pecia# 2eatures are avai#a!#e 2or the #iste7 (pson printers, such as 7i22erent 2onts an7 !ar co7es0 Add 0rinter# C#ic9 on this !utton to a77 a ne/ $rien7#y Printer0 <nce you have entere7 the name, se#ect a correspon7ing 4in7o/s :river0 *elete 0rinter# C#ic9 on this !utton to 7e#ete the high#ighte7 $rien7#y Printer0 Remap 0ort# C#ic9 on this !utton to remap the net/or9 a77ress 2or a net/or9 printer0 *isa%le 0rinter at this Station# *2 you are /or9ing on a station that you 7o not /ant to print to the remote printer, then you can 7isa!#e remote printing 2rom that station0 $,it# C#ic9 on this screen to save a## changes ma7e an7 e-it 2rom the $rien7#y 1etup screen0

Chapter /: "nventor Control

5ar Code (vervie*

Cash Register $,press /or9s /ith any type o2 /e7ge !arco7e 7evice0 A /e7ge !arco7e 7evice p#ugs into a FYG type connector that a##o/s the simu#taneous use o2 a 9ey!oar7 an7 !arco7e 7evice using a sing#e 9ey!oar7 port0 "he !est type o2 !arco7e 7evice to use is a ;aser type scanner that can rea7 !arco7es at a 7istance o2 up to 1 2oot a/ay /ithout touching the !arco7e0 A ;aser scanner costs a!out C,000 A CC: type !arco7e rea7er is a han7he#7 7evice that must touch the !arco7e or !e /ithin D o2 an inch o2 it0 A CC: !arco7e scanner costs appro-imate#y C 000 "he #east 7esira!#e type o2 !arco7e scanner is a !arco7e /an7 that must actua##y !e ru!!e7 against the !arco7e to rea7 it0 A !arco7e /an7 costs appro-imate#y C2000 A !arco7e 7evice is a simp#e instrument to use /ith Cash Register $,press an7 it ma9es invoicing much easier0 $or e-amp#e, a 16-ounce !ott#e o2 :iet Co9e has the !arco7e num!er 0496600 4ith Cash )egister (-press, you can either enter 049660 manua##y, or you can very Huic9#y scan the num!er, Just #i9e in the supermar9et0

"nventor ;aintenance

"he *nventory 'aintenance screen a##o/s you to a77 items to your inventory as /e## as e7it e-isting inventory items0 "o access this screen 2rom the 'o7ern *nvoice 1creen, se#ect Inventory Maintenance 2rom the Tools menu or 2rom the Administrative menu un7er &ptions. "o access this screen 2rom the "ra7itiona# *nvoice 1creen, se#ect Inventory Maintenance 2rom the Inventory menu0 You can a#so press :8(9 in either *nvoice 1creen0 <nce you have accesse7 the *nventory 'aintenance screen, you can use :TA;9 or the mouse to move 2rom one 2ie#7 to another0 "o a77 an item, c#ic9 on Add Item or press :A=T)A90 (nter the 7esire7 in2ormation, then c#ic9 on Save or press :A=T)A9 to save the ne/ item0 "o up7ate a se#ecte7 item, change the 7esire7 in2ormation then c#ic9 on Save Changes or press :A=T)790 "o e-it /ithout ma9ing any changes, c#ic9 on $,it or press :A=T)D90 !&T$# Item !um%er and *escription are reEuired fields. You M3ST enter an item num%er and description for each item. "here are 2our types o2 items% 1L Standard Item - "his is the most common type o2 item an7 is typica# o2 most inventories0 2L 0ass)Along Item I "his is not an actua# item0 4hen you Fse##G a pass-a#ong item, you /i## !e as9e7 to choose an item o22 o2 the #ist o2 create7 pass-a#ong items0 "his is an easy /ay to se#ect pro7ucts !eing so#7 2rom a group o2 simi#ar pro7ucts0 L Modifier @roup I "his a##o/s you to easi#y group mo7i2ier items0 $or e-amp#e, you can group e-tra cheese, peppers, an7 mushrooms as a FPi55a "oppingsG mo7i2ier group0 4L Coupon I "his a##o/s you to create coupons an7 speci2y their settings, such as e-piration 7ates, va#i7 7ays an7 times, an7 restrictions on items0

Chapter 2% *nventory Contro#

Standard Item
$eneral In&o
*epartment for this Item# "his a##o/s you to se#ect a 7epartment 2or the inventory item0 C#ic9 on the pu##7o/n menu to scro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :910 High#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through *epartment Maintenance un7er *epartments in the Inventory menu0 You can Huic9#y access the :epartment 'aintenance screen !y c#ic9ing on F:epartment 2or this *temG0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control# *epartment Maintenance. Item Type# "his 2ie#7 7esignates /hat type o2 item this is0 Here, it /i## !e F1tan7ar7 *tem0G Item !um%er# "his is /here you enter the uniHue i7enti2ier 2or an item0 *t can !e up to 1& characters #ong an7 consist o2 any com!ination o2 #etters an7 num!ers0 Ho/ever, i2 you are using !arco7es, as is recommen7e7, you may on#y use num!ers in the item num!er0 !&T$# *o not use any punctuation or spaces as part of the item num%er. *escription# "his is the 7escription o2 the item that /i## appear on invoices an7 reports0 *t can !e up to 0 characters #ong per #ine K2 #ines tota#L an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 or apostrophe -V1 as part of the item name. Cost# "his is ho/ much you pai7 2or the item0 0rice You Charge# "his is 2or ho/ much you are se##ing the item0 In Stock# "his 7isp#ays the current num!er o2 this item that is in stoc90 *t is automatica##y up7ate7 a2ter an invoice an7 can !e change7 manua##y at any time0 Ta,# "his in7icates /hich ta-KesL shou#7 !e charge7 to this item0 C#ic9 on the !o- ne-t to the 7esire7 ta#eve#KsL to choose the type o2 ta- to !e app#ie7 to this item0 Select 0icture# "o choose a picture, c#ic9 a!ove FC#ic9 to 1e#ect PictureG an7 choose a picture 2i#e0 0rofit R# "his 7isp#ays the pro2it percentage 2or the 7isp#aye7 item0 Retail *iscount# "his 7isp#ays the retai# 7iscount percentage 2or the 7isp#aye7 item0 @ross Margin# "his is the percentage o2 the se##ing price that is pro2it0

ptional In&o
"his screen a##o/s you to enter a77itiona# in2ormation 2or an item0 "o access the <ptiona# *n2o screen, c#ic9 on the &ptional Info ta! in the Inventory Maintenance screen0

;onus 0oints# "his speci2ies ho/ many !onus points a !onus p#an mem!er /i## receive /hen purchasing this item0 C of ;arcodes# "his a##o/s you to mar9 the item 2or !arco7e printing through 8ar Co7e (-press0 (nter the num!er o2 !ar co7es that you /ant to print 2or this item here0 Commission# "his option a##o/s you to 7etermine ho/ much commission is earne7 /hen this item is so#70 You can choose 2rom E o2 gross, E o2 net, or a 7irect 7o##ar amount0 "o #earn more a!out generating a report that #ists a## o2 the commissions earne7 !y a sa#esperson, see Chapter 6# Reports# Reporting Screen# $mployee Reports0 C of Cases# "his 7isp#ays the current num!er o2 cases in stoc9 2or this item0 "his a##o/s you to trac9 inventory !y the case Kin a77ition to the a!i#ity to trac9 HuantityL0 C 0er Case# (nter the num!er o2 items per case0 =ocation# (nter the #ocation o2 the item in the store Ke0g0 Ais#e 6L0 Alternate S 34s# "his option a##o/s you to have more than one !arco7e associate7 /ith each item0 $or e-amp#e, 2or a Co9e, you can have the usua# !arco7e an7 a#so a77 a 1=3 FC<=(G0 You can then invoice un7er either num!er0 "o a77 a 1=3 2or an item, c#ic9 on the green !utton then enter the a#ternate 1=30 "o 7e#ete a 1=3 2or an item, se#ect the 7esire7 1=3 then c#ic9 on the re7 !utton0 Tag Along Items# "his 2unction a##o/s you to automatica##y a77 an item to the invoice /henever the origina# item is a77e70 "his is use2u# 2or situations, such as !ott#e returns, that /ou#7 other/ise have to !e 7one through a 9it0 "o a77 a tag a#ong item, c#ic9 on the green !utton then enter the item num!er 2or the 7esire7 tag a#ong item0 "o 7e#ete a tag a#ong item, se#ect the 7esire7 item then c#ic9 on the re7 !utton0

Chapter 2% *nventory Contro# Modifier Item# A mo7i2ier item is an item that accents another inventory item0 $or e-amp#e, i2 you or7ere7 a ham!urger, 9etchup /ou#7 !e consi7ere7 a mo7i2ier item0 Chec9 this !o- to mar9 an item as a 'o7i2ier *tem0 $,clude from Account =imit# 4hen this option is ena!#e7, this item /i## not ca#cu#ate into the account #imit 2or on account customers0 $or e-amp#e, a !oo9 store on a co##ege campus can set a /ee9#y #imit o2 C,00 Ho/ever, the store 7oes not /ant te-t !oo9 purchases to 2actor into this #imit0 "here2ore, a stu7ent can?t spen7 C,1 on can7y, !ut they can purchase C1,0 in te-t!oo9s0 Check I* ;efore Selling# C#ic9 on this option i2 this is an item that can on#y !e !ought !y customers over a certain age, such as a#coho# or cigarettes0 Count This Item# 4hen this option is 7isa!#e7, the item /i## not !e 7e7ucte7 2rom stoc9 /hen it is so#70 "his is i7ea# 2or items that you /ant to trac9 the Huantity so#7 !ut not the Huantity in stoc90 *isa%le this Item# C#ic9 on this option to 7isa!#e an item /hen it is no #onger so#7 in your store0 "his prevents the item 2rom acci7enta##y !eing se#ecte7 2or an invoice0 "he item /i## no #onger appear in 7rop7o/ns, inventory reports, reor7er reports, or in the Purchase <r7ers screen0 Ho/ever, the item /i## sti## appear in *nventory 'aintenance an7 in sa#es reports0 0rompt >uantity# 4hen this option is ena!#e7, you /i## !e prompte7 to enter a Huantity /henever the item is se#ecte7 2or an invoice0 0rompt 0rice# 4hen this option is ena!#e7, you /i## !e prompte7 to enter a price /henever the item is se#ecte7 2or an invoice0 Allo" ;uy%ack# C#ic9 on this option to a##o/ !uy!ac9 or tra7e o2 this item0 8uy!ac9 means that customers can !ring this item to you an7 you /i## !uy it !ac9 2or a price0 "ra7e means that customers can !ring this item to you an7 tra7e it 2or other merchan7ise0 Special 0ermission# C#ic9 on this option to reHuire specia# permission to se## this item0 $or e-amp#e, you may /ant to reHuire that a manager chec9 the *: 2or the sa#e o2 cigarettes or reHuire a manager?s approva# 2or specia# or7ers !eing sent to the 9itchen Ksuch as F<pen ;iHuorG or F<pen $oo7GL0 "o mo7i2y emp#oyee permissions 2or se##ing specia# items, change the Sell Special Items permission in the $mployee Maintenance screen0 8oodstampa%le# 4hen this option is ena!#e7, a 2oo7 stamp can !e use7 to purchase this item0 Auto Weigh# 4hen this option is ena!#e7 2or an item, C)( automatica##y ta9es the /eight 2rom the (C) ;oc sca#e /hen the item is a77e7 to the invoice0 !&T$# You can enter a different tear values for different items. 3se Serial';atch C# (na!#e this option i2 you /ant to have seria# num!ers 2or this inventory item0 At the time o2 sa#e, you /i## !e prompte7 to enter a seria# num!er0 "he ma-imum is 20 characters an7 it may contain !oth #etters an7 num!ers0 0rint Ticket# 4hen this option is ena!#e7, a tic9et /i## print to a specia# printer /hen the item is purchase70 "his tic9et can then !e given to the customer, such as 2or a7mission purposes0 0rompt *escription# 4hen this option is ena!#e7, you /i## !e prompte7 to enter a 7escription /hen this item is so#70

rderin" In&o
"his screen a##o/s you to se#ect ven7ors 2or an item0 "o access the <r7ering *n2o screen, c#ic9 on the &rdering Info ta! in the Inventory Maintenance screen0

Reorder >uantity# "his is the 7e2au#t Huantity that /i## !e p#ace7 on a purchase or7er 2or this item0 "his Huantity can !e mo7i2ie7 at any time0 Reorder =evel# "his is the Huantity at /hich you /i## !e a#erte7 to re-or7er the item0 *t can !e up to , 7igits #ong0 Reorder Cost# "his is ho/ much you /i## pay 2or the item /hen it is reor7ere70 7endor 0art C# (nter the pre2erre7 ven7or?s item num!er 2or the item here0 "his 2ie#7 is use2u# 2or purchase or7ers since they /i## sho/ the ven7or?s item num!er in a77ition to your o/n0 Cost 0er# (nter the cost per item in this 2ie#70 "o a77 a ven7or 2or an item% C#ic9 on Add 0ricing from a 7endor0 You /i## !e prompte7 to se#ect a ven7or0 (nter the ven7or?s price 2or this item0 "he 7e2au#t cost /i## !e the amount entere7 in Reorder Cost0

"o 7e#ete a ven7or 2or an item% High#ight the 7esire7 ven7or in the ven7or #ist0 C#ic9 on Remove 0ricing from 7endor0

"o 7esignate a ven7or as the pre2erre7 ven7or 2or an item% High#ight the 7esire7 ven7or in the ven7or #ist0 C#ic9 on Set this 7endor as the 0referred 0

"his ven7or /i## !e the 7e2au#t ven7or 2or purchase or7ers o2 this item0 !&T$# "he ven7or must 2irst !e a77e7 through 7endor Maintenance un7er 7endors in the Inventory menu0 $or more in2ormation on a77ing ven7ors, see Chapter (# Inventory Control# 7endor Maintenance 0

Chapter 2% *nventory Contro#

Special %ricin"
"his screen a##o/s you to set up specia# pricing 2or an item0 "o access the 1pecia# Pricing screen, c#ic9 on the Special 0ricing ta! in the Inventory Maintenance screen0

Sale 0ricing# "his 2unction a##o/s you to p#ace an item on sa#e 2or certain 7ates0 "o create sa#e pricing 2or this item, c#ic9 on Add0 You /i## !e prompte7 to enter the percent you /ant the item to !e mar9e7 7o/n0 C#ic9 on the !eginning 7ate 2rom the ca#en7ar an7 c#ic9 Select , then c#ic9 on the en7ing 7ate 2rom the ca#en7ar an7 c#ic9 Select 0 "o remove a sa#e price 2or an item, se#ect the 7esire7 sa#e price then c#ic9 on Remove0 !&T$# To place an item on sale for only one day? select the same day for %oth starting and ending date. ;ulk 0ricing# "his 2unction a##o/s you to se## items in !u#9 2or a price 7i22erent than se##ing the same amount o2 items in7ivi7ua##y0 "o set up a !u#9 price 2or an item, c#ic9 on Add, enter the Huantity nee7e7 to !e purchase7 2or !u#9 pricing, an7 then enter the ne/ price0 "o remove a !u#9 price 2or an item, se#ect the 7esire7 !u#9 price then c#ic9 on Remove0 Time);ased 0ricing# "his 2unction a##o/s you to o22er a#ternate prices on certain 7ays /ithin certain time ranges0 $or e-amp#e, a !ar may o22er a !eer 7uring happy hour on $ri7ays 2rom 4P' to 6P' 2or a sa#e price o2 C2000 /hi#e the norma# price is C40000 "o enter time-!ase7 price 2or an item, c#ic9 on Add, se#ect the 7ay on /hich you /ant to o22er the sa#e price, an7 then enter the start an7 en7 times0 "o remove a time-!ase7 price 2or an item, se#ect the 7esire7 price then c#ic9 on Remove0 Retail 0rice# "his is the manu2acturer Kor ven7or?sL suggeste7 retai# price0 "his 2ie#7 is 2or in2ormationa# purposes on#y0 Trade)0rice# (nter the amount that this item is /orth i2 tra7e7 in0 ;uy;ack 0rice % (nter the amount that /i## !e pai7 2or !uy!ac9 o2 this item0

%rice .evels
"his screen a##o/s you to create 7iscount percentages or prices speci2ic to this item0 "o access the Price ;eve#s screen, c#ic9 on the 0rice =evels ta! in the Inventory Maintenance screen0

*iscount =evels# "hese are the 7iscount percentages an7 the respective 7iscount price 2or an item0 "he 7iscount prices are 7isp#aye7 once a price has !een entere7 2or an inventory item0 4hen the price is change7, the 7iscount in2ormation is up7ate7 to re2#ect the change0 *2 the 7iscounte7 price or percent is 7i22erent than those 2rom Setup 7iscount #eve#s, the inventory #eve#s /i## ta9e prece7ence0 *2 you enter a 7iscount price, the percent /i## !e up7ate70 *2 you enter a percent, the 7iscount price /i## !e up7ate70 !&T$# The levels "ill default to the Setup discount levels? %ut these may %e changed at any time. $or an item to !e 7iscounte7 2or one or more customer 7iscount #eve#s KA-BL, the #eve# must !e ena!#e7 2or the item0 "o ena!#e a 7iscount #eve#, high#ight the 7esire7 7iscount #eve# then c#ic9 on $na%le0 *2 a 7iscount #eve# is not ena!#e7, customers /ith that #eve# /i## !e charge7 2u## price0

Chapter 2% *nventory Contro#

#atri0
"his screen a##o/s you to vie/ the matri- in2o 2or an item create7 using the 1ty#es 'atri-0 $or more in2ormation on creating or up7ating a matri-, see Chapter (# Inventory Control# Styles Matri, 0 "his in2ormation cannot !e mo7i2ie7 in *nventory 'aintenance0 "o access the 'atri- screen, c#ic9 on the Matri, ta! in the Inventory Maintenance screen0

Style# "his 7isp#ays the sty#e 2or the inventory item0 "his is ho/ items /ith 7i22erent sty#es can !e c#assi2ie70 $or e-amp#e, you may have a p#eate7 s9irt that comes in 2our co#ors K/hite, !#ue, !#ac9, an7 purp#eL an7 three si5es K1ma##, 'e7ium, an7 ;argeL0 *n or7er to 9eep trac9 o2 ho/ many o2 each co#or an7 si5e you have, you nee7 to use a sty#e, such as ;ong 19irt0 (ach si5e in each co#or can have its o/n item num!er, an7 you can 9eep trac9 o2 ho/ many p#eate7 s9irts you have0 !&T$# "his screen is in2ormationa# on#y an7 cannot !e mo7i2ie70 Changes must !e ma7e through the Styles Matri, in the Administrative menu o2 the Setup Screen K'o7ernL or the Inventory menu K"ra7itiona#L0 SiAe# "his is the si5e o2 the item0 *2 you have an item that comes in 7i22erent si5es Ksuch as 1ma##, 'e7ium, an7 ;argeL, you can use this 2ie#7 a#ong /ith a group name to create a 7i22erent item num!er 2or each si5e0 Color# "his is the co#or o2 the item0 *2 you have an item that comes in severa# co#ors Ksuch as 8#ac9, 4hite, an7 8#ueL, you can use this 2ie#7 a#ong /ith a group name to create a 7i22erent item num!er 2or each co#or0

Rental
"his screen a##o/s you to speci2y renta# in2ormation 2or an item0 "o access the )enta# screen, c#ic9 on the Rental ta! in the Inventory Maintenance screen0 !&T$# "his ta! /i## on#y appear i2 the 7epartment 2or the 7isp#aye7 item is a renta# 7epartment0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control H *epartments.

C *ays Rent# "his is the num!er o2 7ays the item can !e rente7 2or /ithout incurring any #ate charges0 "he ma-imum num!er o2 7igits is t/o0 *aily =ate Charge# "his is ho/ much the customer /i## !e charge7 per 7ay once the item is over7ue0 Rating# "his is the rating o2 the movie K(-amp#e% @, P@, P@-1 , ), or NC-1+L0 Item Approval Code# "his 2ie#7 is 2or in2ormationa# purposes on#y0 You may enter an item approva# co7e 2or a renta# item in this 2ie#70 Actor !ame# *2 the renta# item is a movie, you may enter the #ea7ing actor?s name in this 2ie#70 Actress !ame# *2 the renta# item is a movie, you may enter the #ea7ing actress? name in this 2ie#70 Rental 0ricing# "his a##o/s you to speci2y 7i22erent prices 2or 7i22erent #engths o2 renta#0 $or e-amp#e, you can choose to charge C20,0 2or a 2 7ay renta# !ut C40,0 2or a , 7ay renta#0 "o a77 a renta# price, c#ic9 on Add then enter the num!er o2 renta# 7ays 2or this price #eve# an7 the 7esire7 price0 "o remove an e-isting renta# price, high#ight the 7esire7 pricing then c#ic9 on Remove0

Chapter 2% *nventory Contro#

#odi&iers
"his screen a##o/s you to se#ect mo7i2iers 2or an item0 A mo7i2ier is an item that accents another inventory item0 $or e-amp#e, i2 you or7ere7 a ham!urger, 9etchup /ou#7 !e consi7ere7 a mo7i2ier item0 "o access the 'o7i2iers screen, c#ic9 on the Modifiers ta! in the Inventory Maintenance screen0

"o a77 a mo7i2ier group to an item% 1e#ect @roups 2or 'o7i2ier ;ist0 C#ic9 on Add Modifier @roup0 C#ic9 on the mo7i2ier group you /ou#7 #i9e to a770

You /i## !e as9e7 i2 you /ou#7 #i9e to app#y a charge 2or a77ing any o2 these mo7i2iers an7 a#so to enter a prompt message0

"o 7e#ete a mo7i2ier group, high#ight the 7esire7 group then c#ic9 on Remove0

"o a77 in7ivi7ua# mo7i2iers to an item% 1e#ect Individual Items 2or 'o7i2ier ;ist0 C#ic9 on Add Modifier 0 C#ic9 on the mo7i2iers you /ou#7 #i9e to a77 then c#ic9 on Select 0

"o 7e#ete a mo7i2ier, high#ight the 7esire7 item then c#ic9 on Remove0

Chapter 2% *nventory Contro#

%rinters
"his screen a##o/s you to se#ect /hich printerKsL an item /i## print to an7.or /hich monitorKsL an item /i## !e 7isp#aye7 on0 $or e-amp#e, i2 a customer or7ers a Co9e an7 a ham!urger, you can print the so7a or7er at the 8ar an7 the ham!urger at the =itchen0 "o access the Printers screen, c#ic9 on the 0rinters ta! in the Inventory Maintenance screen0 !&T$# You can choose to print to any printer that is setup on your system, inc#u7ing #oca# an7 net/or9 printers0 (ven i2 you 7on?t choose a printer, a receipt /i## print to the 7e2au#t printer i2 0rint Invoices is set to Y$S in the Setup screen0

Add 0rinter# <nce a 2rien7#y KremoteL printer has !een create7 in the $rien7#y Printers 1ection K1ee Chapter B# Setting 3p Cash Register $,press# 8riendly 0rinter SetupL, you may se#ect that printer to print to 2or this item0 "o a77 a printer 2or an item, c#ic9 on Add 0rinter 0 You /i## !e prompte7 to se#ect a printer to a770

Add Monitor# 3se this !utton to sen7 an item to a monitor at a speci2ie7 1tation *: instea7 o2 Kor in a77ition toL a printer0 "he or7er can then !e 7isp#aye7 on the se#ecte7 station !y choosing &rder 8illing 2rom the 8ile menu on the )estaurant Pro (-press ;ogin 1creen0 "o remove a printer or monitor 2or an item, high#ight the 7esire7 printer.monitor then c#ic9 Remove0

Recipe
"his screen a##o/s you to speci2y ingre7ients 2or an item0 :epen7ing on your settings, these ingre7ients /i## !e 7e7ucte7 2rom stoc9 either /hen the item is prepare7 or so#70 "o access the )ecipe screen, c#ic9 on the Recipe ta! in the Inventory Maintenance screen0 !&T$# *ngre7ients must 2irst !e create7 using the *nventory 'aintenance screen in or7er to !e a77e70

"o a77 an ingre7ient 2or an item, c#ic9 on Add Ingredient then se#ect the 7esire7 inventory item0 Choose the amount o2 the item to a77 as an ingre7ient an7 then choose the Yield0 "he Yield is a margin o2 error /hen se##ing the item0 $or e-amp#e, i2 the Yie#7 is 10E, then there /i## !e 10E more o2 the item use7 an7 the cost o2 se##ing the ingre7ient /i## !e 10E higher0 "o remove an ingre7ient, high#ight the 7esire7 ingre7ient then c#ic9 on Remove0

Sales History
"his screen 7isp#ays a## o2 the invoices on /hich the se#ecte7 item /as so#70 *t 7isp#ays the *nvoice Num!er, :ate, "ime, Customer Num!er, Auantity, Cost, an7 Price0 "o access the 1a#es History screen, c#ic9 on the Sales +istory ta! in the Inventory Maintenance screen0

Chapter 2% *nventory Contro#

/otes
"his screen a##o/s you to enter notes to 7escri!e your item0 "his can !e use7 to 7escri!e instructions to care 2or a p#ant, ingre7ients insi7e a mea#, or other use2u# in2ormation0 "o access the Notes screen, c#ic9 on the !otes ta! in the Inventory Maintenance screen0

%ass1Alon" Item

A pass-a#ong item is a /ay to easi#y se#ect a pro7uct !eing so#7 2rom a group o2 simi#ar pro7ucts0 $or e-amp#e, i2 you a grocery store that se##s green see7e7 an7 see7#ess grapes an7 re7 see7e7 an7 see7#ess grapes, you can create a pass-a#ong item ca##e7 @rapes0 4hen you se## grapes, you /i## !e prompte7 to choose /hich o2 the 2our types o2 grapes is !eing so#70 "o associate an item /ith the current pass-a#ong item, c#ic9 on Add Item to 0ass)Along0 1e#ect the 7esire7 item 2rom your inventory then c#ic9 Select 0 )epeat to a77 more items0 "o 7e#ete an item 2rom the #ist, high#ight the 7esire7 item then c#ic9 on Remove Item0 *epartment for this Item# "his a##o/s you to se#ect a 7epartment 2or the inventory item0 C#ic9 on the pu##7o/n menu to scro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :910 High#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through *epartment Maintenance un7er *epartments in the Inventory menu0 You can Huic9#y access the :epartment 'aintenance screen !y c#ic9ing on F:epartment 2or this *temG0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control# *epartment Maintenance. Item Type# "his 2ie#7 7esignates /hat type o2 item this is0 Here, it /i## !e FPass-A#ong0G Item !um%er# "his is /here you enter the uniHue i7enti2ier 2or an item0 *t can !e up to 1& characters #ong an7 consist o2 any com!ination o2 #etters an7 num!ers0 Ho/ever, i2 you are using !arco7es, as is recommen7e7, you may on#y use num!ers in the item num!er0 !&T$# *o not use any punctuation or spaces as part of the item num%er. *escription# "his is the 7escription o2 the item that /i## appear on invoices an7 reports0 *t can !e up to 0 characters #ong per #ine K2 #ines tota#L an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 or apostrophe -V1 as part of the item name.

Chapter 2% *nventory Contro#

#odi&ier $roup

A mo7i2ier group is an easy /ay to group mo7i2iers 2or simp#er se#ection /hen an item is so#70 $or e-amp#e, you can group pepperoni, meat!a##, sausage, e-tra cheese, an7 peppers as a FPi55a "oppingsG mo7i2ier group0 "o associate a mo7i2ier group /ith an item, you must a77 it using the Modifers ta! o2 the *nventory 'aintenance screen0 !&T$# In order to %e added to a modifier group? an item must %e marked as a modifier item in the &ptional Info section of the Inventory Maintenance screen. "o a77 a mo7i2er to the mo7i2ier group, c#ic9 on Add Modifier 0 A screen /ith items mar9e7 as mo7i2iers /i## appear0 C#ic9 on the 7esire7 mo7i2ier0 "o 7e#ete a mo7i2ier 2rom the mo7i2ier group, high#ight the 7esire7 mo7i2ier item then c#ic9 on Remove Modifier 0 *epartment for this Item# "his a##o/s you to se#ect a 7epartment 2or the inventory item0 C#ic9 on the pu##7o/n menu to scro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :910 High#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through *epartment Maintenance un7er *epartments in the Inventory menu0 You can Huic9#y access the :epartment 'aintenance screen !y c#ic9ing on F:epartment 2or this *temG0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control# *epartment Maintenance. Item Type# "his 2ie#7 7esignates /hat type o2 item this is0 Here, it /i## !e F'o7i2ier @roup0G Item !um%er# "his is /here you enter the uniHue i7enti2ier 2or an item0 *t can !e up to 1& characters #ong an7 consist o2 any com!ination o2 #etters an7 num!ers0 Ho/ever, i2 you are using !arco7es, as is recommen7e7, you may on#y use num!ers in the item num!er0 !&T$# *o not use any punctuation or spaces as part of the item num%er. *escription# "his is the 7escription o2 the item that /i## appear on invoices an7 reports0 *t can !e up to 0 characters #ong per #ine K2 #ines tota#L an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 or apostrophe -V1 as part of the item name.

Coupon
"his a##o/s you to create coupons an7 speci2y their settings, such as e-piration 7ates, va#i7 7ays an7 times, an7 restrictions on items0

*epartment for this Item# "his a##o/s you to se#ect a 7epartment 2or the inventory item0 C#ic9 on the pu##7o/n menu to scro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :910 High#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through *epartment Maintenance un7er *epartments in the Inventory menu0 You can Huic9#y access the :epartment 'aintenance screen !y c#ic9ing on F:epartment 2or this *temG0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control# *epartment Maintenance. Item Type# "his 2ie#7 7esignates /hat type o2 item this is0 Here, it /i## !e FCoupon0G Item !um%er# "his is /here you enter the uniHue i7enti2ier 2or an item0 *t can !e up to 1& characters #ong an7 consist o2 any com!ination o2 #etters an7 num!ers0 Ho/ever, i2 you are using !arco7es, as is recommen7e7, you may on#y use num!ers in the item num!er0 !&T$# *o not use any punctuation or spaces as part of the item num%er. *escription# "his is the 7escription o2 the item that /i## appear on invoices an7 reports0 *t can !e up to 0 characters #ong per #ine K2 #ines tota#L an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 or apostrophe -V1 as part of the item name. 8lat Amount# 1e#ect this option to speci2y a 2#at 7iscount amount0 (nter the amount to !e 7iscounte7 in the *iscount Amount 2ie#70 $or e-amp#e, enter C10000 to speci2y a C10000 7iscount coupon0 0ercent# 1e#ect this option to speci2y a percent 7iscount0 (nter the 7iscount percentage in the *iscount Amount 2ie#70 $or e-amp#e, enter 10000E to speci2y a 10E 7iscount coupon0

Chapter 2% *nventory Contro#

Days ,alid

"his screen a##o/s you to speci2y an e-piration 7ate an7 times /hen the coupon can !e use70 "o app#y an e-piration 7ate to this coupon, c#ic9 on the !o- ne-t to *oes this coupon e,pireT then enter an e-piration 7ate in the $,piration *ate 2ie#70 "o speci2y times /hen the coupon is va#i7, c#ic9 on Add Time, se#ect the 7esire7 7ayKsL, then se#ect the starting an7 en7 time0 "o remove a time, high#ight the 7esire7 time then c#ic9 on *elete Time0

Restrictions

"his screen a##o/s you to set item restrictions 2or the coupon0 Include# C#ic9 on this !utton to se#ect items 2or /hich the coupon is va#i70 You can choose to inc#u7e an item, 7epartment, or category0 $,clude# C#ic9 on this !utton to se#ect items that are e-c#u7e7 2rom 7iscounts /ith this coupon0 You can choose to e-c#u7e an item, 7epartment, or category0 $,clusive# C#ic9 on this !utton to se#ect items 2or /hich this coupon cannot !e com!ine7 /ith other coupons on the invoice0

Include all items %esides a%ove e,ceptions# 1e#ect this option i2 the coupon can !e use7 on a## items e-cept the items you have e-#u7e7 a!ove0 &nly allo" through %onus plan# 1e#ect this option i2 you /ant to restrict coupon usage to !onus p#an mem!ers Apply only to parent items# 1e#ect this option i2 you on#y /ant to app#y this coupon to parent items0 A parent item is the hea7 item in a group, such as the top item in a 9it or the top item /ithout its mo7i2iers0 $or e-amp#e, ena!#ing this option /ou#7 a##o/ you to 7iscount a pi55a !ut not its toppings or to 7iscount a computer !ut not its upgra7es0

Control Buttons
C#ic9 on this !utton to a77 an item to your inventory0 !&T$# &nce an item has %een added to your inventory? you cannot change the item num%er and it can only %e deleted if it hasn4t %een used in a previous invoice. +o"ever? you can edit the item name. C#ic9 on this !utton to save any changes ma7e to the current item0

*2 you have more than one o2 a particu#ar item, you can use *uplicate to copy a## o2 the in2ormation 2rom one item num!er to a ne/ item num!er0 "his a##o/s you to have the same in2ormation on more than one item /ithout manua##y entering the in2ormation 2or each one0 C#ic9 on this !utton to trans2er a speci2ie7 Huanity o2 this item 2rom one store *: to another0 "his 2eature is use7 in conJunction /ith the Host 'o7u#e /here you may trans2er inventory 2rom a store to the host, or the host to a store0 *2 you are using this 2eature 2rom the Host 'o7u#e, then you may trans2er inventory 2rom store to store0 C#ic9 on this !utton to generate an instant purchase or7er 2or the item0

C#ic9 on this !utton to 7e#ete the current item 2rom your inventory0 !&T$# An item can only %e deleted if it hasn4t %een used in a previous invoice. C#ic9 on this !utton to e-it the *nventory 'aintenance 1creen0

Chapter 2% *nventory Contro# 3se the arro/ !uttons to scro## through your inventory item0 C#ic9 on the 0revious !utton to 7isp#ay the previous item or the !e,t !utton to 7isp#ay the ne-t item0

"o search 2or an item, type the item num!er or item name in the Search %y Item !um%er or Search %y Item !ame 2ie#7, or c#ic9 on the 7o/n arro/ to 7isp#ay a #ist o2 a## the inventory items0 You can a#so use the up an7 7o/n arro/s, :9 an7 :9, to scro## through the inventory /hen that 2ie#7 is high#ighte70 "o #oo9up an item, c#ic9 on =ookup0 You can search 2or items !y item num!er, item name, ven7or part num!er, or sty#e0 "o ma9e searching easier, you can choose to on#y 7isp#ay particu#ar items0 $or e-amp#e, you can choose to on#y 7isp#ay items in a certain category or 7epartment or associate7 /ith a speci2ic ven7or0 You can a#so choose to on#y 7isp#ay mo7i2iers, mo7i2ier groups, pass a#ong items, 9its, renta#s, sty#e items, or seria# num!er items0 <nce you have high#ighte7 the 7esire7 item, c#ic9 on Select to vie/ its in2ormation in *nventory 'aintenance0 C#ic9 on Cancel to e-it the #oo9up screen /ithout se#ecting an item0

7epartment ;aintenance

A department is a /ay o2 grouping inventory items0 "he :epartment 'aintenance screen a##o/s you to create or up7ate 7epartments0 "o access this screen, se#ect *epartment Maintenance 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 "o create a 7epartment% C#ic9 on Add or press :A=T)A90 "ype in the ne/ 7epartment *: in the *epartment I* 2ie#70 !&T$# *o not use an asterisk? U? in the *epartment I*. 3se :TA;9 or the mouse to move the cursor to the *epartment *escription 2ie#7, then type in the 7escription o2 the ne/ 7epartment0 C#ic9 on the *epartment Type0 1e#ect Rental to create a renta# item 7epartment0 1e#ect $mployee to create an emp#oyee 7epartment0 1e#ect Regular 2or a## other types o2 7epartments0 C#ic9 on Save or press :A=THS9 to a77 the 7epartment0 C#ic9 on Cancel or press :A=THC9 to Huit /ithout creating a 7epartment0

"o up7ate or 7e#ete a 7epartment% 1e#ect the 7esire7 7epartment0 1cro## through your 7epartments !y using the arro/ !uttons0 "he =eft arro/ /i## 7isp#ay the previous 7epartment an7 the Right arro/ /i## 7isp#ay the ne-t 7epartment0 "o search 2or a 7epartment, type the 7epartment *: in the Search %y *ept I* 2ie#7, or c#ic9 on the 7o/n arro/ to 7isp#ay a #ist o2 a## the 7epartments0 <nce this 2ie#7 is high#ighte7, you can a#so use the up an7 7o/n arro/s :9 an7 :9 to scro## through the #ist0 Change the 7esire7 in2ormation, then c#ic9 on 3pdate or press :A=T)390 C#ic9 on $,it or press :A=T)D9 to Huit /ithout saving any changes0 "o 7e#ete the se#ecte7 7epartment, c#ic9 on *elete or press :A=T)*90 A## o2 the items in the 7e#ete7 7epartment /i## sho/ a !#an9 7epartment 2ie#70 !&T$# "o change the 7epartment *: 2or a 7epartment, se#ect Change *epartment I* 2rom the :epartment 'aintenance Info menu0 You can a#so change the 7epartment sorting or7er !y se#ecting Toggle Sort &rder 2rom theInfo menu0

Chapter 2% *nventory Contro# You can a#so choose to 2urther organi5e your 7epartments !y p#acing them into categories0 "o a77 a category, c#ic9 on Add a!ove the pu##-7o/n menu 2or Category0 You /i## !e prompte7 to enter a Category *: an7 :escription0 "o se#ect a category 2or a 7epartment, se#ect it 2rom the pu##-7o/n menu0

%it ;aintenance

A kit is a group o2 inventory items that is so#7 as one item0 (ach 9it /i## have its o/n uniHue 9it num!er, !ut it is consi7ere7 a group o2 inventory items0 =its are a 2aster metho7 o2 a77ing in7ivi7ua# items o2 a group to an invoice0 4hen a 9it is a77e7 to an invoice, a## o2 the inventory items associate7 /ith that 9it num!er /i## !e automatica##y p#ace7 on the invoice0 You may a#so speci2y a price 2or the 9it that is 7i22erent than the tota# o2 a## the prices o2 the inc#u7e7 inventory items0 "he it Maintenance screen a##o/s you to a77 items to your inventory as /e## as e7it e-isting inventory items0 "o access this screen, se#ect it Maintenance 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 <nce you have accesse7 the it Maintenance screen, you can use :TA;9 or the mouse to move 2rom one 2ie#7 to another0 "o a77 a 9it, c#ic9 on Add or press :A=T)A90 (nter the 7esire7 in2ormation, then c#ic9 on Save or press :A=T)79 to save the ne/ item0 "o up7ate an item, change the 7esire7 in2ormation then c#ic9 on 3pdate or press :A=T)390 "o e-it /ithout ma9ing any changes, c#ic9 on $,it or press :A=T) D90 !&T$# it !um%er and name for each item. it !ame are reEuired fields. You M3ST enter a kit num%er and kit

*epartment Search I*# "his a##o/s you to se#ect a 7epartment 2or the 9it0 1cro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :91 or !y c#ic9ing on the up an7 7o/n arro/s /ith your mouse0 High#ight the 7esire7 7epartment, then press high#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through Add !e" *epartment un7er *epartments in the Inventory menu0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control H *epartments. it !um%er# "his is the uniHue i7enti2ier 2or the 9it0 *t can !e up to 1& characters #ong an7 consist o2 any com!ination o2 #etters an7 num!ers0 Ho/ever, i2 you are using !arco7es, as is recommen7e7, you may on#y use num!ers in the 9it num!er0 !&T$# *o not use any sym%ols? punctuation? or spaces? e,cept for the underscore -W1? as part of the item num%er. it !ame# "his is the 7escription o2 the 9it that /i## appear on invoices an7 reports0 *t can !e up to 0 characters #ong an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 as part of the item name. Calc Cost 0er# "his is the ca#cu#ate7 tota# cost o2 a## the inventory items in the 9it0 This is a read)only field. You cannot enter information in this %o,. Calculated 0rice# "his is the ca#cu#ate7 price o2 the in7ivi7ua# inventory items together in the 9it0 This is a read)only field. You cannot enter information in this %o,. 0rice &verride# "his is the price that /i## overri7e the ca#cu#ate7 price 2or the 9it0 (ven i2 the prices o2 the in7ivi7ua# items change, the price overri7e /i## remain the same0 8riendly 0rinters# 3se this option to se#ect to /hich printerKsL an item /i## print0 Ta,# "his in7icates /hich ta-KesL shou#7 !e charge7 to this item0 C#ic9 on the !o- ne-t to the 7esire7 ta#eve#KsL to choose the type o2 ta- to !e app#ie7 to this item0 Search %y Item !ame'!um%er# "his is /here you enter the item name or item num!er o2 the items that /i## !e part o2 the 9it0 You may scan or type in this in2ormation0 Check I*# 4hen this option is ena!#e7, cashiers /i## !e prompte7 to chec9 a customer?s *: /hen this 9it is so#70 it @rid# <nce an item has !een a77e7 to the 9it, it /i## appear in the it @rid 0 "he gri7 7isp#ays the item num!er, item name, Huantity, 7iscount, price, an7 cost o2 the items inc#u7e7 in the 9it0 You may change the Huantity an7 speci2y a 7iscount price 2or an item, !ut the 0rice &verride /i## ta9e prece7ence over the 7iscounte7 ca#cu#ate7 price0

Chapter 2% *nventory Contro# "o create a 9it% C#ic9 on Add or press :A=T)A90 1e#ect the 7esire7 7epartment, enter a 9it num!er an7 9it name, an7 then enter the price overri7e0 You may use :TA;9 or the mouse to move !et/een 2ie#7s0 !&T$# You must enter a kit num%er and a kit description. *epartment selection and 0rice &verride are optional fields. A77 items to the 9it gri7 !y scanning or typing in the inventory items or se#ect an item 2rom the pu## 7o/n menu0 <nce the item is a77e7, it /i## appear in the =it @ri70 You may change the Huantity or enter a 7iscount price 2or each item in the gri7 at any time0 )epeat this 2or each item in the 9it0 "o 7e#ete an item 2rom a 9it, position the cursor on the 7esire7 item, an7 then press V *$=90 <nce you have 2inishe7 entering a## the items in the 9it, c#ic9 on Save or press :A=TH79 to a77 the 9it to your inventory0 C#ic9 on Cancel or press :A=THC9 to Huit /ithout a77ing the 9it0

Control Buttons
Add# "his !utton a77s the 9it to your inventory0 !&T$# &nce a kit has %een added to your inventory? you cannot change the kit num%er and it can only %e deleted if it has never %een sold. +o"ever? you can edit the kit name. *elete# "his /i## 7e#ete the current 9it 2rom your inventory0 !&T$# A kit can only %e deleted if it hasn4t %een used in a previous invoice. *uplicate# "his !utton a##o/s you to copy a## o2 the in2ormation 2rom one 9it num!er to a ne/ 9it num!er0 "his a##o/s you to have the same in2ormation on more than one 9it /ithout manua##y entering the in2ormation 2or each one0 3pdate# "his /i## save any changes ma7e to the current 9it0 Sales Summary# "his /i## 7isp#ay a summary o2 sa#es per month o2 the current year 2or the 9it0 "he summary /i## 7isp#ay the tota# sa#es, cost, an7 Huantity 2or each month0 !e,t an7 0revious# "hese !uttons a##o/ you to scro## through your 9its0 !e,t /i## 7isp#ay the ne-t 9it /hi#e 0revious /i## 7isp#ay the prece7ing 9it0 $,it# C#ic9 on this !utton to e-it /ithout a77ing or up7ating a 9it0

St les ;atrix

A matri, is a /ay to c#assi2y an item that has 7i22erent sty#es0 Styles Matri, a##o/s you to create a matri2or inventory items0 $or e-amp#e, you may have a p#eate7 s9irt that comes in 2our co#ors K/hite, !#ue, !#ac9, an7 purp#eL an7 three si5es K1ma##, 'e7ium, an7 ;argeL0 *n or7er to 9eep trac9 o2 ho/ many o2 each co#or an7 si5e you have, you nee7 to use a sty#e, such as ;ong 19irt0 (ach si5e in each co#or can have its o/n item num!er, an7 you can 9eep trac9 o2 ho/ many p#eate7 s9irts you have0 "o create a ne/ matri-% 1e#ect Styles Matri, 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 C#ic9 on Add Style or press :A=T)A90 "ype in the ne/ sty#e name0 "he name can contain any a#phanumeric characters0 C#ic9 on & or press :$!T$R9 to create the group0 C#ic9 on Cancel to Huit /ithout creating a sty#e0 C#ic9 on Add SiAe to a77 a si5e 7imension to the matri-0 "his shou#7 !e use7 i2 you have an item that comes in 7i22erent si5es Ksuch as 1ma##, 'e7ium, an7 ;argeL0 You can then create a 7i22erent item num!er 2or each si5e0 C#ic9 on Add Color to a77 a co#or 7imenstion to the matri-0 "his shou#7 !e use7 i2 you have an item that comes in severa# co#ors Ksuch as 8#ac9, 4hite, an7 8#ueL0 You can then create a 7i22erent item num!er 2or each co#or0

"o mo7i2y a matri-% 1e#ect the 7esire7 sty#e 2rom the Select Style pu##7o/n menu0 Change the 7esire7 in2ormation Kthe item num!er pre2i- can on#y !e change7 /hen the sty#e is create7L then c#ic9 on Save Changes or press :A=T)790

Chapter 2% *nventory Contro#

$eneral In&o
*epartment# "his a##o/s you to se#ect a 7epartment 2or the sty#es matri-0 C#ic9 on the pu##7o/n menu to scro## through the :epartment #ist !y using the cursor 9eys -:9? :9? :9? :910 High#ight the 7esire7 7epartment0 !&T$# "he :epartment must 2irst !e a77e7 through *epartment Maintenance un7er *epartments in the Inventory menu0 You can Huic9#y access the :epartment 'aintenance screen !y c#ic9ing on F:epartment 2or this *temG0 $or more in2ormation on creating 7epartments, see Chapter (# Inventory Control# *epartment Maintenance. Item !um%er 0refi,# *2 the auto-generate item num!ers 2eature is ena!#e7 Ksee !e#o/L, the item num!er pre2i- is the num!er that /i## !e use7 as the !eginning o2 the item num!er 2or each item in this sty#e0 *escription# "his is the 7escription 2or a## items in this matri-0 *t /i## !e 2o##o/e7 !y the si5e an7 co#or in2ormation on invoices an7 reports0 *t can !e up to 0 characters #ong per #ine K2 #ines tota#L an7 consist o2 any upper an7 #o/er case #etters, num!ers, punctuation, or spaces0 !&T$# *o not use the asterisk -U1 or apostrophe -V1 as part of the description. 7endor# "his ven7or /i## !e the 7e2au#t ven7or 2or purchase or7ers o2 items in this matri-0 !&T$# "he ven7or must 2irst !e a77e7 through 7endor Maintenance un7er 7endors in the Inventory menu0 $or more in2ormation on a77ing ven7ors, see Chapter (# Inventory Control# 7endor Maintenance 0 D)*imension# "his is the #a!e# 2or the --7imension Kro/sL o2 the sty#es matri-0 You can mo7i2y this 7escription0 "he 7e2au#t setting is F1i5eG0 Y)*imension# "his is the #a!e# 2or the y-7imension Kco#umnsL o2 the sty#es matri-0 You can mo7i2y this 7escription0 "he 7e2au#t setting is FCo#orG0 Cost# "his is ho/ much you pai7 2or the item0 0rice You Charge# "his is 2or ho/ much you are se##ing the item0 Ta,# "his in7icates /hich ta-KesL shou#7 !e charge7 to this item0 C#ic9 on the !o- ne-t to the 7esire7 ta#eve#KsL to choose the type o2 ta- to !e app#ie7 to this item0 Auto)@enerate Item !um%ers# (na!#e this 2eature to have item num!ers automatica##y generate7 2or items in your matri- instea7 o2 entering them manua##y0 "his signi2icant#y re7uces the amount o2 time necessary 2or 7ata entry0

In Stock #atri0
"his screen 7isp#ays a## o2 the items in the matri- an7 sho/s the stoc9 remaining 2or each one0

n rder #atri0
"his screen 7isp#ays a## o2 the items in the matri- a#ong /ith the num!er o2 items current#y on or7er0 "his screen a#so 7isp#ays the num!er current#y in stoc9 in parentheses0

Chapter 2% *nventory Contro# Styles Matri, a#so a##o/s you to generate an7 receive purchase or7ers 2or matri- items0 "o generate a purchase or7er 2or an item% C#ic9 on the 7esire7 item then press the space !ar0 (nter the amount that you /ou#7 #i9e to p#ace on or7er then c#ic9 on & or press :$!T$R90 C#ic9 on @enerate 0& or press :A=T)!90 "he item /i## appear on the Purchase <r7er gri7 /ith the entere7 Huantity0 'o7i2y any 2ie#7s that may nee7 to !e change7, an7 then c#ic9 on Save0

!&T$# You can a#so c#ic9 on items an7 use Add to 0& to a77 items to a purchase or7er0 "his /i## put the item in memory0 4hen you are 7one, c#ic9 on @enerate 0& an7 a ne/ P< /ith a## o2 the items you a77e7 /i## !e create70 "o receive an item% (ither 7ou!#e-c#ic9 on the 7esire7 item or high#ight the 7esire7 item an7 press :$!T$R90 (nter the Huantity receive7, then c#ic9 on & up7ate70 or press :$!T$R90 Your inventory /i## !e

Express "nput

(-press *nput a##o/s you to a77 or e7it inventory items Huic9#y !ecause the screen is #ai7 out in sprea7sheet 2orm0 "o access this screen, se#ect $,press Input 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 <n#y certain 2ie#7s are visi!#e in (-press *nput% :epartment, *tem Num!er, *tem Name, Cost, Price, )etai# Price, *n 1toc9, "a-, >en7or, )eor7er ;eve#, )eor7er Auantity, an7 R 8onus Points0 "o e7it any 2ie#7 o2 an item, use :TA;9 or the mouse to move the cursor to the 7esire7 !o-, then type in the ne/ in2ormation0 "o a77 an inventory item, use :TA;9 or the mouse to move the cursor to the #ine mar9e7 /ith an asteris9 PU? then type in the in2ormation0 Your inventory /i## !e up7ate7 automatica##y /hen you enter or change 7ata0 C#ic9 on $,it or press :A=THD9 to e-it the $,press Input screen0

Chapter 2% *nventory Contro#

<endor ;aintenance

A vendor is a person or company 2rom /hom you purchase items in your inventory0 "he 7endor Maintenance screen a##o/s you to create or up7ate ven7ors0 "o access this screen, se#ect 7endor Maintenance 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 "o change ho/ you search 2or ven7ors Kname or num!erL, c#ic9 on Toggle Sort &rder in the Info menu or press :S+I8T)8(90 "o create a ven7or% C#ic9 on Add or press :A=T)A90 "ype in a ven7or num!er in the 7endor !um%er 2ie#70 You may /ish to use a te#ephone num!er as a ven7or num!er0 !&T$# *o not use an asterisk? U? in the vendor num%er. 3se :TA;9 or the mouse to move the cursor to each 2ie#7 to enter the ven7or?s in2ormation, then c#ic9 on Save or press :A=THS9 to a77 the ven7or0 C#ic9 on Cancel or press :A=T H C9 to Huit /ithout creating a ven7or0

"o up7ate or 7e#ete a ven7or% 1e#ect the 7esire7 ven7or0 1cro## through your ven7ors !y using the arro/ !uttons0 "he =eft arro/ /i## 7isp#ay the previous ven7or an7 the Right arro/ /i## 7isp#ay the ne-t ven7or0 "o search 2or a ven7or, type the ven7or name or ven7or num!er in the Search %y 7endor C 2ie#7, or c#ic9 on the 7o/n arro/ to 7isp#ay a #ist o2 a## the ven7ors0 <nce this 2ie#7 is high#ighte7, you can a#so use the up an7 7o/n arro/s :9 an7 :9 to scro## through the #ist0 Change the 7esire7 in2ormation, then c#ic9 on 3pdate or press :A=T)390 C#ic9 on $,it or press :A=T)D9 to Huit /ithout saving any changes0 "o 7e#ete the se#ecte7 ven7or, c#ic9 on *elete or press :A=T)*90 !&T$# &nly vendors that are not preferred vendors for an item may %e deleted.

4urchase (rders

"he Purchase <r7ers screen a##o/s you to create an7 up7ate purchase or7ers or to reHuest an inventory trans2er reHuest 2rom another store0 "o access this screen, se#ect 0urchase &rders 2rom the Administrative menu in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 "he main screen 7isp#ays a## open purchase or7ers% 0& C# "his is the purchase or7er num!er0 *t is assigne7 !y C)( a2ter the purchase or7er is create7 an7 cannot !e mo7i2ie70 *ate# "his is automatica##y set to the current 7ate0 *t cannot !e mo7i2ie70 Ref C# "his is an optiona# 2ie#7 an7 is assigne7 !y the user0 7endor C# You must enter a ven7or num!er 2or each purchase or7er0 "his is the ven7or 2rom /hom you are purchasing the or7er0 *ue *ate# You must enter a 7ue 7ate 2or each purchase or7er0 "his is the 7ate !y /hich the or7er shou#7 !e receive70 Status# "his is the current status o2 the purchase or7er% &-open purchase or7ers, C-c#ose7 purchase or7ers, or 7-voi7e7 purchase or7ers0 Total Cost# "his is the tota# cost o2 the or7er0 *t is automatica##y ca#cu#ate7 !y C)( an7 cannot !e mo7i2ie70 &rder %y# 1e#ect Individual to or7er !y in7ivi7ua# item or se#ect Case to or7er the item !y the case0 *estination Store I*# 1e#ect the store *: to /hich this or7er shou#7 !e shippe7 2rom the pu##7o/n menu0

Chapter 2% *nventory Contro# "o create a purchase or7er% C#ic9 on Add or press :A=T)A9? then enter the 7esire7 in2ormation% <nce a## o2 the in2ormation has !een entere7, c#ic9 on Save or press :A=T)S9 to save the purchase or7er0 C#ic9 on Cancel or press :A=T)C9 to Huit /ithout saving the ne/ purchase or7er0 You /i## !e as9e7 i2 you /ou#7 #i9e to print a copy o2 the purchase or7er a2ter saving it0

"o up7ate a purchase or7er% :ou!#e-c#ic9 on the 7esire7 purchase then ma9e any necessary changes0 C#ic9 on 3pdate or press :A=T)S9 to save your changes0 C#ic9 on Cancel or press :A=T)C9 to Huit /ithout ma9ing any changes0

"o c#ose a purchase or7er% :ou!#e-c#ic9 on the 7esire7 purchase or7er0 C#ic9 on Close or press :A=T)=9 to c#ose the current purchase or7er0 C#ic9 on Cancel or press :A=T)C9 to Huit /ithout c#osing the purchase or7er0 !&T$# Closed purchase cannot %e reopened.

$eneral In&ormation

Select Type# 1e#ect the type 2rom the pu##7o/n menu0 1e#ect 0urchase &rder to create a purchase or7er, or se#ect Transfer ReEuest to reHuest an inventory trans2er 2rom another store0 Select 7endor# You must se#ect a ven7or 2or each purchase or7er0 "his is the ven7or 2rom /hom you are purchasing the or7er0 3se the mouse to c#ic9 on the 7esire7 ven7or0 Instructions# You may enter instructions 2or the purchase or7er in this 2ie#70 Ship 7ia# "his is an optiona# 2ie#7 an7 is assigne7 !y the user0 *t is the metho7 !y /hich the or7er is !eing shippe7 K$,ample# 3P1 @roun7, $e7 (- <vernight, etc0L0 Reference C# "his is an optiona# 2ie#7 an7 is assigne7 !y the user0 Terms# "his is an optiona# 2ie#70 *t is automatica##y entere7 i2 there are terms present 2or the ven7or0 "he user can overri7e this in2ormation0 K $,ample# Net 0L0

*ue *ate# You must enter a 7ue 7ate 2or each purchase or7er0 "his is the 7ate !y /hich the or7er shou#7 !e receive70 Ship To# "his is an optiona# 2ie#7 an7 the user may mo7i2y it0 "he 7e2au#t 1hip "o A77ress is the a77ress #ocate7 in the Company Information screen0 You may a77 a77itiona# #ines 2or Attn%, phone num!er, etc0 Add Items

Select 7endor# You can se#ect a ven7or !y typing the entire ven7or name then pressing :$!T$R90 You can a#so type the 2irst 2e/ characters o2 the ven7or then use the mouse to c#ic9 on the 7o/n arro/ to 7isp#ay a #ist o2 ven7ors !eginning /ith those characters0 3se the up an7 7o/n arro/s, :9 an7 :9, to scro## through the ven7ors /hen that 2ie#7 is high#ighte70 At Reorder 0oint# "o 7isp#ay on#y items that have reache7 their reor7er points, c#ic9 on this !o-0 ;eave this !o- empty to 7isp#ay a## items even i2 they have not reache7 their reor7er points0 With &pen 0&s# "o 7isp#ay on#y items that are current#y not on any open purchase or7ers, c#ic9 on this !o-0 ;eave this !o- empty to 7isp#ay a## inventory items0 8ind Item# C#ic9 on this !utton to 2in7 an item !y item num!er0 Inventory Selection @rid# "his 7isp#ays the items that can !e a77e7 to a purchase or7er0 :ou!#e-c#ic9 on an item to a77 it to the purchase or7er0 "he gri7 7isp#ays the *tem Num!er, *tem Name, Huantity in stoc9, reor7er #eve#, reor7er Huantity, reor7er cost per item, >en7or Num!er, Part Num!er, an7 :epartment *: 2or each item0 Added Inventory @rid# "his gri7 7isp#ays the items that have !een a77e7 to the purchase or7er0 "he gri7 7isp#ays the ;ine Num!er, *tem Num!er, :escription, reor7er Huantity, reor7er cost per item, tota# cost, an7 num!er receive70 <nce an inventory item is se#ecte7 an7 a77e7 to a purchase or7er, the Huantity an7 cost may !e mo7i2ie70 "o 7e#ete an item 2rom the purchase or7er, press :CTR=H*$=9 /hi#e the cursor is positione7 on the item0 0rint +istory# C#ic9 on this !utton to print out a 7etai#e7 recor7 o2 a## the items receive7 against the current purchase or7er0

Chapter 2% *nventory Contro# "o receive items on a purchase or7er% :ou!#e-c#ic9 on the 7esire7 purchase or7er0 "o receive one item on the purchase or7er, c#ic9 on Receive Item or press :A=T)I90 "o receive a## o2 the items on the purchase or7er, c#ic9 on Receive All or press :A=T)A90 *2 you choose to receive a sing#e item, you /i## !e prompte7 to enter the #ine num!er o2 the item to receive0 (nter the 7esire7 #ine num!er then c#ic9 on & or press :$!T$R90

Ne-t you /i## !e prompte7 to enter the Huantity receive7 o2 that item0 (nter the receive7 amount then c#ic9 on & or press :$!T$R90

C#ic9 on 3pdate or press :A=T)39 to up7ate the purchase or7er an7 the inventory0

"o print a purchase or7er% :ou!#e-c#ic9 on the 7esire7 purchase or7er0 C#ic9 on 0rint or press :A=T)090

Control Buttons
Add# "his creates a ne/ purchase or7er0 3pdate# "his up7ates any changes ma7e to the 7isp#aye7 purchase or7er0 Reorder =o" Stock Items% 4hen a77ing a P<, you may press this !utton to automatica##y popu#ate the P< /th a## items that have 2a##en !e#o/ their reor7er #eve#0 *t /i## 2irst a77 the amount to get to the reo7er #eve# then a77 the amount speci2ie7 in the )eor7er Auantity 2ie#7 in *nventory 'aintenance0 Close# "his c#oses the 7isp#aye7 purchase or7er0 !&T$# Closed purchase orders cannot %e reopened. Cancel# "his e-its the e7it mo7e /ithout saving any changes ma7e0 $,it# C#ic9 on this to e-it the Purchase <r7ers screen0

"nstant 4(=s
"his 2eature a##o/s you to generate an instant purchase or7er 2or an item0 You can use this 2unction to a77 a77itiona# stoc9 at a ne/ cost an7 C)( /i## automatica##y ca#cu#ate the average cost o2 this item i2 Average Cost Method is ena!#e7 in the Setup Screen 0 "o generate an instant purchase or7er, se#ect Instant 0&4s 2rom the Inventory menu K"ra7itiona# on#yL0 $or the 'o7ern 1creen, 7isp#ay the 7esire7 item in the Inventory Maintenance screen then c#ic9 on Instant 0&0 (nter the amount receive7 then c#ic9 on & or press :$!T$R90 Your inventory /i## automatica##y !e up7ate70 C#ic9 on Clear or press :A=T)C9 to c#ear the entere7 in2ormation0 "o Huit /ithout receiving the purchase or7er, c#ic9 on Cancel or press :A=T)A90

Chapter 2% *nventory Contro#

5ac! (rders

"his screen 7isp#ays either the items that are current#y on !ac9or7er 2or a se#ecte7 customer or the customers 2or /hom a particu#ar item is on !ac9or7er0 "he gri7 7isp#ays the 7ate the !ac9or7er /as p#ace7, customer num!er, item num!er, item name, the Huantity p#ace7 on !ac9or7er !y the customer, the current Huantity in stoc9, amount pai7, /hether or not the !ac9or7er /as prepai7, an7 the invoice num!er0 "o access this screen, se#ect ;ack &rders 2rom the Administrative menu in the &ptions Screen K'o7ernL or se#ect *isplay ;ackorders 2rom the Inventory menu K"ra7itiona#L0 "o vie/ items on !ac9or7er 2or a customer% "ype the 7esire7 customer num!er in the 8or Customer C 2ie#70 Press :TA;9 to move the cursor to a ne/ 2ie#70 <n#y !ac9or7ers 2or the entere7 customer /i## !e 7isp#aye70

"o vie/ /hich customers have p#ace7 a certain item on !ac9 or7er% "ype the 7esire7 item num!er in the 8or Item C 2ie#70 Press :TA;9 to move the cursor to a ne/ 2ie#70 <n#y !ac9or7ers 2or the entere7 item /i## !e 7isp#aye70

"here are three options 2or 7isp#aying !ac9or7ers0 1e#ect All &pen ;ackorders to 7isp#ay a## !ac9or7ers that have not yet !een 2i##e70 1e#ect ;ackorders Covered %y Stock to on#y 7isp#ay !ac9or7ers 2or items that are current#y in stoc90 1e#ect ;ackorders !ot Covered %y Stock to on#y 7isp#ay !ac9or7ers 2or items that are not in stoc90 "o 2i## a !ac9or7er, either 7ou!#e c#ic9 on the 7esire7 !ac9or7er or high#ight the 7esire7 !ac9or7er then c#ic9 on 8ill ;ackorder or press :A=T)890 "he item /i## !e a77e7 to the current invoice0 C#ic9 on $,it or press :A=T)D9 to e-it /ithout 2i##ing a !ac9or7er0

"nventor Sort (rder

You can choose to sort your inventory items an7 9its !y either item name or !y item num!er0 "o change the /ay you sort your inventory in the 'o7ern *nvoice 1creen, se#ect Toggle Item Search 2rom the Tools menu or press :S+I8T)8(90 *n the "ra7itiona# *nvoice 1creen, sort your inventory !y item name !y c#ic9ing on Inventory' it Sort &rder in the Inventory menu then se#ect Sort %y Item !ame , or press :S+I8TH8O9 in the *nvoice 1creen0 "o sort your inventory !y item num!er, c#ic9 on Inventory'Sort &rder in the Inventory menu then se#ect Sort %y Item !um%er, or press :S+I8TH8L9 in the *nvoice 1creen0 A chec9 /i## appear ne-t to the current manner o2 sorting inventory0

Chapter 1: Customer Control

Customer ;aintenance
(very transaction in Cash )egister (-press uses a speci2ic customer, an7 each customer must have a customer num!er0 "he 7e2au#t customer is Customer CB.B KCash CustomerL0 8usinesses /ho are running a cash !usiness, such as a convenience store, that 7on?t nee7 to store customer names or a77resses shou#7 use Customer R1010 Ho/ever, stores such as vi7eo stores or restaurants may /ant to 9eep their customers? names, a77resses, an7 te#ephone num!ers on 2i#e0 "hese stores shou#7 use Customer Maintenance to a77 an7 e7it customers0 !&T$% "he Cash Customer is a necessary customer to have0 :o not e7it this customer0 *2 this customer gets e7ite7 or in any /ay 7e#ete7, you must rep#ace it !y running the Chec9 :ata!ase uti#ity in the $i#e menu o2 the ;ogin 1creen K1ee Chapter B# Setting 3p Cash Register $,pressL0

Customer 'aintenance a##o/s you to create an7 up7ate customer num!ers 2or a customer0 "o access this screen 2rom the 'o7ern *nvoice 1creen, se#ect Customer Maintenance 2rom the Tools menu or 2rom the Administrative menu un7er &ptions. "o access this screen 2rom the "ra7itiona# *nvoice 1creen, se#ect Customer Maintenance 2rom the Inventory menu0 You can a#so press :8G9 in either *nvoice 1creen0 <nce you have accesse7 the Customer Maintenance screen, you can use :TA;9 or the mouse to move 2rom one 2ie#7 to another0 "o a77 a customer, c#ic9 on Add or press :A=T)A90 (nter the 7esire7 in2ormation, then c#ic9 on Save or press :A=T)79 to save the ne/ customer0 "o up7ate a se#ecte7 customer, change the 7esire7 in2ormation then c#ic9 on 3pdate or press :A=T)390 "o e-it /ithout ma9ing any changes, c#ic9 on $,it or press :A=T)D90

$eneral In&o
"he @eneral Info screen is 7isp#ays a## the genera# in2ormation a!out a customer, such as name, a77ress, an7 phone num!er0 "o access this screen, c#ic9 on the @eneral Info ta! or press :A=TH@9 0 Customer !um%er# "his is the uniEue i7enti2ier 2or a customer0 (very customer M3ST have a customer num!er0 Customer R101 is the 7e2au#t cash customer an7 cannot !e change70 Customer num!ers can !e up to 10 7igits #ong an7 can contain any a#phanumeric characters0 1ome common customer num!ers are phone num!ers or a 5ip co7e 2o##o/e7 !y the 2irst three #etters o2 the customer?s #ast name0 !&T$# *o not use any punctuation or spaces? e,cept for the underscore -W1? as part of the customer num%er. *iscount =evel# "his is the se#ecte7 7iscount #eve# 2or the customer0 C#ic9 on the arro/ to 7rop 7o/n the !o- 2or more choices0 "he 7e2au#t 7iscount #eve# is FAG0 "he 7iscount #eve#s correspon7 to the #eve#s speci2ie7 un7er the Setup menu0 (ach time an inventory item is se#ecte7 2or a customer invoice, the price /i## !e !ase7 upon the customer?s 7iscount #eve#0 !&T$# You can overri7e Setup 7iscount #eve#s 2or an inventory item0 *iscount 0ercentage# "his is the 7iscount percentage that /i## automatica##y !e app#ie7 to the invoice upon se#ecting the customer0 "his percentage /or9s on top o2 the 7iscount #eve#, so you can choose to use the 7iscount #eve#, percentage, or !oth0 Ta, $,empt# "his in7icates /hether or not the customer is ta- e-empt0 *2 a customer is ta- e-empt, c#ic9 on the !o- to put a chec9 in it0 *2 the customer is not ta- e-empt, #eave the !o- empty0

Account In&o

"he Account *n2o screen 7isp#ays a## the in2ormation a!out a customer?s account0 "o access this screen, c#ic9 on the Account Info ta! or press :A=THC90 &pen Account *ate# "his is the 7ate that the customer?s account opene70 A customer /ith an open account may pay 2or invoices <n Account0 "o open an account 2or a customer, c#ic9 on the & to the right o2 the &pen Account *ate 2ie#70 "he current 7ate /i## appear in the &pen Account *ate 2ie#70 You may a#so manua##y enter an open account 7ate i2 it is 7i22erent than the current 7ate0

Chapter % Customer Contro# Close Account *ate# "his is the 7ate that <n *nvoice payment 2or the customer /as terminate70 "o c#ose a customer?s account, c#ic9 on the C to the right o2 the Close Account *ate 2ie#70 "he current 7ate /i## appear in the Close Account *ate !o-0 You may a#so manua##y enter a c#ose account 7ate i2 it is 7i22erent than the current 7ate0 AuthoriAed Mem%ers# (nter a## mem!ers that are authori5e7 to charge on account un7er this customer0 *efault Salesperson# *2 C)( is set to prompt 2or the sa#esperson *:, the 7e2au#t sa#esperson *: entere7 here /i## !e the 7e2au#t 2or the prompt !o- 2or this customer0 Mem%ership $,piration *ate# "his is the 7ate /hen the customer?s c#u! mem!ership e-pires0 "his 7ate !ears no re#ation to <n Account in2o or the 8onus Points P#an0 ;onus 0oints Achieved# "his is the current num!er o2 !onus points that the customer has accumu#ate7 2or the !onus p#an0 Ma, ;alance# "his is the ma-imum amount a customer may charge to their account0 *2 'a- 8a#ance is ena!#e7 in the 1etup 1creen, customers /i## not !e a##o/e7 to charge any amount on their account greater then their ma- !a#ance0 =oyalty 0lan# *2 a Customer 8onus P#an is activate7, this in7icates /hether the customer is a mem!er0 "o enro## the customer in a #oya#ty p#an, c#ic9 on =oyalty 0lan an7 se#ect the appropriate p#an0 !&T$# ;oya#ty p#ans must !e create7 through the Customer ;onus screen0 $or more in2ormation on creating #oya#ty p#ans, see Chapter B# Setting 3p Cash Register $,press# Setup Menu# Customer ;onus0 Customer ;alance# "his is the current on account !a#ance 2or the customer0 *etailed Account Info# C#ic9 on this !utton to 7isp#ay the Accounts )eceiva!#e screen0 !&T$# You can a#so access the Accounts Receiva%le Screen !y se#ection Accounts Receiva%le 2rom the Info menu on the Customer Maintenance screen0 $or more in2ormation on this screen, see Customer Maintenance H Accounts Receiva%le0 Card S"ipe I*s# "his 2unction can on#y !e use7 /ith magnetic-s/ipe mem!ership car7s0 "he s/ipe *: serves as an a#ternate #oo9up 2or these customers0 ReEuire 0& C $ntry# *2 this option is ena!#e7 an7 you create an invoice 2or a customer, C)( /i## prompt you 2or the purchase or7er num!er re#ate7 to that purchase0 "his /ou#7 !e use7 i2 the customer sen7s you a purchase or7er 2or items that they /ant to !uy, much #i9e you /ou#7 sen7 a purchase or7er to a ven7or 2or items0 You can then invoice the customer 2or the items an7 sen7 them out0 Restrict spending# "his option a##o/s you to restrict a customer 2rom spen7ing a certain num!er o2 7o##ars /ithin a set num!er o2 7ays 2rom a speci2ie7 start 7ate on account0 "his can !e 7i22erent 2or each customer0

E0tended In&o

"he $,tended Info screen 7isp#ays in2ormation a!out the cre7it car7 most o2ten use7 !y the customer0 C)( automatica##y inserts this in2ormation into the C)( Cre7it Car7 Processing screen 2or manua# processing or processing via *C >()*$Y0 "o access this screen, c#ic9 on the $,tended Info ta! or press :A=THI90 Credit Card Type# Choose the type o2 cre7it car7 most o2ten use7 !y the customer0 You can choose 2rom 'asterCar7, >isa, American (-press, an7 :iscover0 *2 the customer 7oes not have a cre7it car7, choose !one0 Credit Card !um%er# (nter the cre7it car7 num!er /ithout any spaces0 Credit Card $,piration# (nter the e-piration 7ate o2 the cre7it car7 in the 2ormat ''YY0 Referral Source# "his 2ie#7 a##o/s you to recor7 /here the customer hear7 a!out your company0 "o choose a re2erra# source, c#ic9 on the arro/ an7 se#ect the 7esire7 source0 !&T$# Referral sources must first %e entered in the Account Control ta% of the Setup Screen 0 $vent *ate# You may enter an event 7ate 2or a customer, such as an anniversary, in this 2ie#70 You can then print #a!e#s 2or a speci2ie7 range o2 event 7ates0 1ee 0rint Customer =a%els 2or more in2ormation0 $vent *escription# "his is the 7escription 2or the event 7ate entere7 in the previous 2ie#70 You can then print #a!e#s 2or a speci2ie7 event 7escription0 1ee 0rint Customer =a%els 2or more in2ormation0 ;irthday# (nter the customer?s !irth7ay in this 2ie#70 "his in2ormation is use7 2or !irth7ay !onus items Ksee Chapter B# Setting 3p Cash Register $,press# Setup Menu# Customer ;onusL0 $)mail Address# (nter the customer?s e-mai# a77ress in this 2ie#70 Mo%ile 0hone# (nter the customer?s mo!i#e phone num!er in this 2ie#70

Chapter % Customer Contro# 8a,# (nter the customer?s 2a- num!er in this 2ie#70 *rivers =icense I*# (nter the customer?s 7river?s #icense *: in this 2ie#70 Ta, Rate# 1e#ect the customer?s ta- area 2rom the pu##7o/n menu0 "his is use7 i2 your company ships items to other counties in your state an7 you are reHuire7 to app#y the ta- o2 the county to /hich you are 7e#ivering0 *2 this is a stan7ar7 /a#9-in customer, se#ect the :e2au#t ta- rate0 $or more in2ormation on creating area ta- rates, see Chapter B# Setting 3p Cash Register $,press# Setup Menu# Set Ta, Rate 0

Ship To In&o

"he Ship To Info screen a##o/s you to create a 1hip "o a77ress 2or the current customer0 Customers can choose to have their items 2rom an invoice sent to their 1hip "o a77ress0 "o access this screen, c#ic9 on the Ship To Info ta! or press :A=THS90 !&T$# "o a77 the 1hip "o a77ress to an invoice !eing processe7, c#ic9 on More Info in the Invoice Screen, an7 then chec9 the Send To Ship To Address !o-0

/otes
"he !otes screen 7isp#ays notes a!out the customer0 You can a#so choose to print these notes on receipts0 "o access this screen, c#ic9 on the !otes ta! or press :A=T)&90

History
"he +istory screen a##o/s you to vie/ a## o2 the invoices 2or the se#ecte7 customer0 "o access this screen, c#ic9 on the +istory ta! or press :A=T)+90

Control Buttons
!e,t an7 0revious# "hese !uttons a##o/ you to scro## through your customers0 !e,t /i## 7isp#ay the ne-t customer /hi#e 0revious /i## 7isp#ay the prece7ing customer0 Add# "his creates a ne/ customer num!er0 3pdate# "his up7ates any changes ma7e to the customer in2ormation0 *elete# "his /i## 7e#ete the 7isp#aye7 customer num!er 2rom your 7ata!ase0 $,it# C#ic9 on this !utton to e-it 2rom the Customer Maintenance screen0 A## unsave7 in2ormation /i## !e #ost0 Search %y Customer C'=ast !ame# "o search 2or a customer, type the customer num!er or #ast name in the Search %y Customer C or Search %y =ast !ame 2ie#7, or c#ic9 on the 7o/n arro/ to 7isp#ay a #ist o2 a## customers0 You can a#so use the up an7 7o/n arro/s, :9 an7 :9, to scro## through customers /hen that 2ie#7 is high#ighte70 Select for Current Invoice# C#ic9 on this !o- to se#ect the current customer 2or the current invoice0

Chapter % Customer Contro#

THIS CUST #ER Accounts Receivable

"he Accounts Receiva%le screen a##o/s you to up7ate an7 manage a customer?s account0 "o access this screen, se#ect Accounts Receiva%le 2rom the This Customer menu or press :CTR=)A9 in the Customer Maintenance screen0 Invoices

"he Invoices ta! a##o/s you to ma9e payments on a customer?s account0 "o access this screen, c#ic9 on the Invoices ta!0 "o ma9e a payment on an account% 1e#ect the 7esire7 customer in the Customer Maintenance screen, an7 then se#ect Accounts Receiva%le 2rom the Info menu0 1e#ect the transaction type K1tan7ar7 PaymentL !y c#ic9ing on the arro/ ne-t to the Transaction Type 2ie#7 an7 high#ighting the 7esire7 metho70 You may choose 0ayment or Store Credit 1e#ect /hich invoice to /hich you /ou#7 #i9e to app#y the payment0 You may choose &ldest to app#y the payment to the o#7est invoice, Multiple to app#y a payment to mu#tip#e invoices, or you can choose a speci2ic invoice num!er0 1e#ect an invoice num!er !y c#ic9ing on the arro/ ne-t to the Select Inv C 2ie#7 an7 high#ighting the 7esire7 invoice num!er0 "o se#ect mu#tip#e invoices, choose Multiple 2rom the pu##-7o/n menu, c#ic9 on Select Invoices, an7 then 7ou!#e c#ic9 on the 7esire7 invoices0 You /i## !e prompte7 to enter the amount to app#y to each invoice a2ter se#ecting it0 Choose the payment metho7 KCash, Check or CreditL !y c#ic9ing on the arro/ ne-t to the 0ay ;y 2ie#7 an7 high#ighting the 7esire7 metho70 (nter the amount 2or the transaction in the Amount 2ie#70

*2 you ma9e a mista9e, you can c#ic9 on Clear or press :A=TH=9 to c#ear any in2ormation that has !een entere70 You can a#so c#ic9 on $,it or press :A=THD9 to e-it the Accounts Receiva%le screen0 C#ic9 on Apply 0ayment or press :A=THA9 to app#y the payment0 *2 the 2orm o2 payment is !y chec9, you /i## !e prompte7 to enter the chec9 num!er0 *2 the 2orm o2 payment is cre7it car7 an7 no cre7it car7 in2ormation is entere7 in the Customer Maintenance screen, you /i## !e prompte7 to enter the cre7it car7 num!er an7 e-piration 7ate0

!&T$# If 0rompt Cashier I* is set to Yes in the Setup Screen? you "ill %e prompted to enter your Cashier I* "hen entering a payment. "o print a statement% C#ic9 on Statement or press :A=T)S9 2rom the Invoices. (nter the starting an7 en7ing 7ate 2or the transactions 2or /hich you /ant to print a statement0

!&T$# Statements are formatted so that the address appears in the "indo" of standard mailing envelopes. %ayments

"he 0ayments screen a##o/s you to vie/ a## the transactions ma7e on the customer?s account0 "o access this screen, c#ic9 on the 0ayments ta!0 *ate# "his co#umn sho/s the 7ate that the transaction /as comp#ete70 Amount# "his co#umn sho/s the amount 2or the payment0 ;al After# "his co#umn sho/s the !a#ance a2ter the payment /as app#ie70 0ayment Method# "his co#umn sho/s the payment metho7 2or the payment KCA W cash, CH W chec9, an7 CC W cre7it car7L

Chapter % Customer Contro#

Chan"e Customer /umber

"his 2unction a##o/s you to change the customer num!er 2or any given customer0 "o use this 2unction, se#ect Change Customer C 2rom the This Customer menu in the Customer Maintenance screen0 (nter the ne/ customer num!er, then c#ic9 on & or press :$!T$R90 C#ic9 on Cancel to e-it /ithout changing the customer num!er0 !&T$# You cannot change the customer num%er for Cash Customer.

Apply !inance Char"es to Current Customer

"his 2unction a##o/s you to app#y a 2inance charge to the current customer?s account0 "o use this 2unction, se#ect Apply 8inance Charges to All &verdue ;alances 2rom the This Customer menu in the Customer Maintenance screen0 You /i## !e prompte7 to enter ho/ many 7ays o#7 an invoice must !e in or7er to receive a 2inance charge an7 the percentage to app#y0

$i&t Re"istry
"his 2unction a##o/s you to create a gi2t registry 2or the se#ecte7 customer0 "o use this 2unction, se#ect @ift Registry 2rom the This Customer menu or press :CTR=)R9 in the Customer Maintenance screen0 "o a77 items to the registry, c#ic9 on Add Item an7 then enter the item num!er o2 the 7esire7 item0 You /i## then !e prompte7 to enter a 7esire7 Huantity0 "o 7e#ete an item 2rom the registry, se#ect the item to !e remove7 an7 c#ic9 on *elete 0 !&T$# 4hen a customer purchases an item on a gi2t registry, high#ight the item on the *nvoice 1creen an7 se#ect Apply to Registry 2rom the Tools menu or press :CTR= H R90 You /i## !e prompte7 to enter the registry num!er to /hich this item shou#7 !e app#ie70

A.. CUST #ERS Apply !inance Char"es to All verdue Balances

"his 2unction a##o/s you to app#y a 2inance charge to a## over7ue !a#ances on a customer?s account0 "o use this 2unction, se#ect Apply 8inance Charges to All &verdue ;alances 2rom the All Customers menu in the Customer Maintenance screen0 You /i## !e prompte7 to enter ho/ many 7ays o#7 an invoice must !e in or7er to receive a 2inance charge an7 the percentage to app#y0

Recalculate Customer Balances

"his 2unction /i## resync the customer !a#ances to the tota# o2 a## their open invoices0 "o use this 2unction, se#ect Recalculate Customer ;alances 2rom the All Customers menu in the Customer Maintenance screen0 !&T$# This function should only %e run if erroneous payments have %een applied.

%rint Customer .abels

0rint Customer =a%els a##o/s you to print #a!e#s 2or a customer on a 8arco7e 8#aster #a!e# printer0 You can choose to print a #a!e# 2or the current customer, a## customers, customers /ho satis2y a speci2ie7 !onus point range, or customers /ho satis2y a speci2ie7 event 7escription an7 7ate range0 (ach #a!e# has the customer num!er as a !arco7e an7 7isp#ays the customer name, a77ress, city, state, an7 5ip co7e0 "o access this menu, c#ic9 on 0rint Customer =a%els in the Customer Maintenance menu !ar or press :A=TH=9 /hi#e in the Customer Maintenance screen0 Current Customer# 3se this option to print a #a!e# 2or the current customer0 You can a#so access this 2unction !y pressing :CTR=)=90 All Customers# 3se this option to print #a!e#s 2or a## customers0 You can a#so access this 2unction !y pressing :CTR=)C90 ;onus 0oint Range# 3se this option to print a #a!e# 2or a## customers /ho satis2y a speci2ie7 !onus range0 You can a#so access this 2unction !y pressing :CTR=);9 0 You /i## !e prompte7 to enter the #o/er an7 upper #imits 2or the !onus point range0 $vent Range# 3se this option to print a #a!e# 2or a## customers /ho satis2y a speci2ie7 event 7ate an7 7escription0 You can a#so access this 2unction !y pressing :CTR=)$90 You /i## !e prompte7 to enter an event 7escription an7 the upper an7 #o/er #imits 2or the event 7ate range0 "o inc#u7e a## event 7escriptions in your range, enter VU4 2or the event 7escription0 Mem%ership $,piration Range# 3se this option to print a #a!e# 2or a## customers /hose mem!ership e-pires /ithin a speci2ie7 7ate range0 You /i## !e prompte7 to enter the start an7 en7 7ate0

Chapter >: Creating "nvoices

Chapter 4% Creating *nvoices

The "nvoice Screen

#odern

Traditional

"he *nvoice 1creen is /here a## o2 your 7ai#y invoicing /i## !e 7one0 A7ministration tas9s such as Reports? Accounts Receiva%le? 0urchase &rders? an7 Inventory Control are per2orme7 in 7i22erent screens in Cash )egister (-press an7 are e-p#aine7 in other chapters0 8e2ore you !egin processing invoices, you must manua##y enter your inventory items into C)(0 You may /ant to enter Just a 2e/ items at 2irst so you can get a 2ee# o2 ho/ the program /or9s, an7 then progressive#y a77 more items0 )e2er to Chapter (# Inventory Control 2or more in2ormation on a77ing inventory items0

Cashier :unctions

"he Cashier 8unctions screen 7isp#ays 2unctions use7 !y cashiers0 "o access the Cashier $unctions menu in the 'o7ern *nvoice 1creen, c#ic9 on &ptions, an7 then c#ic9 on Cashier 8unctions, or simp#y press :8B.9 in the invoice screen0 You can Huic9#y se#ect a menu or 2unction !y pressing the shortcut 9ey sho/n in its upper #e2t-han7 corner0 C#ic9 on *one to e-it the 1etup menu0

Chapter 4% Creating *nvoices

Chan"e Cashier ID

"his screen a##o/s you to change the *: o2 the current cashier /ithout e-iting the program an7 #ogging in again0 *nvoices are trac9e7 !y Cashier *:, an7 any settings save7 2or the Cashier *: /i## !e automatica##y reca##e70 "he a7ministrator may enter the a7ministrator pass/or7 to overri7e any 2unctions that are #oc9e7 out to the cashier0 "o change the current Cashier *:% 1e#ect Change Cashier I* 2rom the Cashier 8unctions screen K'o7ernL or se#ect Change Cashier I* 2rom the Setup menu K"ra7itiona#L0 (nter the pass/or7 2or the speci2ie7 Cashier *:0 "ype in the ne/ Cashier *:, then c#ic9 on & or press :$!T$R90

pen Dra)er
"his 2unction #ets you open the cash 7ra/er /ith the a7ministrator pass/or70 You can a#so use this 2unction to veri2y that your cash 7ra/er is 2unctioning proper#y0 "o open the cash 7ra/er, se#ect &pen *ra"er 2rom the Cashier 8unctions screen K'o7ernL or se#ect &pen Cash *ra"er 2rom the Setup menu K"ra7itiona#L0 "ype in the a7ministrator pass/or7, then c#ic9 on & or press :$!T$R90

Clock In2Clock

ut

"his 2unction a##o/s emp#oyees to c#oc9 in or c#oc9 out0 )estaurant emp#oyees are prompte7 to enter the amount o2 tips they co##ecte7 /hen they c#oc9 out0 "o access this screen, se#ect Clock In'Clock &ut 2rom the Cashier 8unctions screen K'o7ernL or se#ect Clock In'Clock &ut 2rom the Tools menu0 "o c#oc9 in, c#ic9 on Clock In or press :A=T)I90 "o c#oc9 out, c#ic9 on Clock &ut or press :A=T)&90 C#ic9 on Cancel or press :A=T)C9 to Huit /ithout c#oc9ing in or out0 "o #earn more a!out mo7i2ying emp#oyee c#oc9 in an7 c#oc9 out times, see Chapter K# Cash Register $,press Tools# Administrative Menu# Time Clock Management0

Recall Invoice
"his 2unction a##o/s you to 7isp#ay a comp#ete7 or voi7e7 invoice0 "o vie/ an invoice, se#ect Recall Invoice 2rom the Cashier 8unctions screen K'o7ernL or se#ect Recall Invoice 2rom the Sales Information menu0 "o reprint the invoice 2rom this screen, c#ic9 on 0rint Invoice or press :A=TH090 <nce you are 7one vie/ing an invoice, c#ic9 on $nd *isplay or press :A=TH$9 K'o7ernL or *one or :A=T)*9 K"ra7itiona#L to e-it this screen0 !&T$# When you recall an invoice? you cannot edit it in any "ay? nor can you delete it.

Chapter 4% Creating *nvoices

Recall

n Hold Invoice

"his 2unction a##o/s you to reca## an on ho#7 invoice !y the Ho#7 *: that you entere7 /hen you origina##y put it on ho#70 <nce you reca## an on ho#7 invoice, you can process it to comp#etion, voi7 it, mo7i2y it, or put in on ho#7 again0 "o reca## an on ho#7 invoice, either high#ight the 7esire7 invoice or type in the ta!#e R or on-ho#7 *:, then c#ic9 on Select 0 You can use the up an7 7o/n arro/s to scro## through the on-ho#7 invoices0 *2 you are using a touch screen, you can a#so c#ic9 on the " to !ring up a 9ey!oar7 to type in the on-ho#7 *:0 "o access this screen, se#ect Recall &n)+old Invoice 2rom the Cashier 8unctions screen K'o7ernL or se#ect Recall &n +old Invoice 2rom the Sales Information menu0 $or more in2ormation on p#acing an invoice on ho#7, see Chapter G# Creating Invoices# *issecting the Invoice Screen 0

Display n Hold ID /umbers

"his 2unction 7isp#ays an on screen report o2 a## the invoices current#y on ho#70 "he report a#so sho/s the correspon7ing <n Ho#7 *:, invoice num!er, as /e## as the 7ate an7 time that the invoice /as p#ace7 on ho#70 You can use this report i2 you 2orget the <n Ho#7 *: 2or an invoice0 "o access this screen, se#ect *isplay on +old Ids 2rom the Cashier 8unctions screen K'o7ernL or se#ect *isplay &n +old I* !um%ers 2rom the Sales Information menu K"ra7itiona#L0

.ook Up Customer
"his 2unction a##o/s you to 7isp#ay an7 se#ect 2rom a #ist o2 a## invoices processe7 2or a particu#ar customer0 "o access this screen, se#ect =ook 3p Customer 2rom the Cashier 8unctions screen K'o7ernL or se#ect =ook 3p Customer in the Sales Information menu or press :CTR=H39 K"ra7itiona#L0 <nce you enter the customer maintenance screen, #ocate the correct customer !y either entering the customer num!er or #ast name or !y using !e,t an7 0revious0 <nce the 7esire7 customer is 7isp#aye7, c#ic9 on Select or press :A=TH=9 to vie/ the *nvoice 1creen0 C#ic9 on the 7o/n arro/ in the Select Invoice to 7ie" 2ie#7 to vie/ a #ist o2 invoices 2or the se#ecte7 customer0 "he invoices are mar9e7 as P &? Kon ho#7L, P7? Kvoi7L, or PC? Kcomp#ete7L0 3se the mouse to c#ic9 on the invoice you /ish to vie/ or use the arro/

Chapter 4% Creating *nvoices

%rice Check

"his 2unction a##o/s you to vie/ the 7escription, price, ta-, tota#, current stoc9 #eve# o2 a particu#ar item /ithout a77ing it to the invoice0 "o 7o a price chec9%

1e#ect 0rice Check 2rom the Cashier 8unctions screen K'o7ernL or se#ect 0rice Check in the Inventory menu K"ra7itiona#L0 You can a#so press :869 in either screen0 1can or type in the item num!er, then press :$!T$R9 to 7isp#ay the item in2ormation0 "o vie/ the current Huantity in stoc9 in each store, c#ic9 on the Stock =evels ta!0 *2 you /ou#7 #i9e to trans2er an inventory item to another store, c#ic9 on Transfer an7 enter the 7esire7 in2ormation0 C#ic9 on $,it or press :$!T$R9 or :A=THD9 to e-it0

Chapter 4% Creating *nvoices

Return Rentals

Cash )egister (-press a##o/s 2or items to !e rente7 i2 they are in a )enta# "ype :epartment0 4hen a customer returns an item that has !een rente7, se#ect Return Rentals 2rom the Cashier 8unctions screen K'o7ernL or se#ect Return Rentals 2rom the Inventory menu or press :CTR=)8B9 K"ra7itiona#L to return the item to the store0 "o return a rente7 item% 1e#ect Return Rentals 2rom the Cashier 8unctions screen K'o7ernL or se#ect Return Rentals 2rom the Inventory menu or press :CTR=H8B9 K"ra7itiona#L0 "ype in the item num!er o2 the item !eing returne7, then press :$!T$R90 C)( /i## 7isp#ay the :epartment, *tem Num!er, *tem Name, an7 1tatus o2 the returne7 item that /as Just entere70 C#ic9 on $,it or press :A=THD9 to e-it0

Check $i&t Card Balance

"his 2unction a##o/s you to chec9 the remaining !a#ance on a gi2t car70 "o use this 2unction, se#ect Check @ift Card ;alance 2rom the Cashier 8unctions screen0 1can, s/ipe, or type the gi2t car7 *: then c#ic9 on & to get the !a#ance on the car70 !&T$# 8or more information on selling gift cards? see Chapter G# Creating Invoices# Sell @ift Card 0

Hold and %rint

"his 2unction prints the current invoice an7 puts it on ho#70 You /i## !e prompte7 to enter an <n Ho#7 *: o2 up to 4 characters0 "o use this 2unction, se#ect +old and 0rint 2rom the Cashier 8unctions screen K'o7ernL or se#ect 0rint &n +old Invoice 2rom the Invoice menu K"ra7itiona#L0

%rint .ast Receipt

"his 2unction a##o/s you to print a receipt 2or the #ast invoice that /as processe70 *2 an item is a77e7 to the current invoice, the 2unction changes to 0rint Receipt an7 you can print a receipt 2or the current invoice0 "o access this 2unction, se#ect 0rint Receipt 2rom the Cashier 8unctions screen0

%rint Docket
"his 2unction a##o/s you to print a receipt /ithout prices /hich can !e use7 as a pac9ing #ist0 "he invoice /i## !e a 2u## si-e7 invoice0 "o access this 2unction, se#ect 0rint *ocket 2rom the Cashier 8unctions screen0

%rint $i&t Receipt &or .ast Invoice

"his 2unction a##o/s you to print a gi2t receipt 2or a comp#ete7 invoice0 You can choose to print a gi2t receipt 2or the #ast comp#ete7 invoice or another comp#ete7 invoice0 You /i## nee7 the invoice num!er i2 you choose to print a gi2t receipt 2or any invoice !esi7es the #ast one processe70 You /i## then !e prompte7 to choose /hich items 2rom the invoice you nee7 a gi2t receipt 2or0 "o access this 2unction, se#ect 0rint @ift Receipt for =ast Invoice 2rom the Cashier 8unctions screen0

Chapter 4% Creating *nvoices

7issecting the "nvoice Screen

#odern Invoice Screen
Item Search

Item Search is the section o2 the *nvoice 1creen /here you ring up the items that the customer /ants to purchase0 You can search 2or inventory items !y item num!er or !y item name0 You can set this parameter !y se#ecting Toggle Item Search 2rom the Tools menu0 "o a77 an item to the current invoice using the !ar co7e scanner, scan the !ar co7e o2 an inventory item /hen the cursor is !#in9ing in the Search %y Item !um%er !o-0 "he num!er /i## appear on the gri70 *2 you are entering the num!er !y han7, you must press :$!T$R9 a2ter typing the num!er0 You can a#so partia##y enter an item num!er an7 then press the 7o/n arro/ 9ey :9 to get a #isting o2 a## items !eginning /ith those num!ers0 $or e-amp#e, i2 you 9no/ that the item num!er o2 a can o2 Co9e !egins /ith 0112 !ut 7on?t 9no/ the rest, you can type 0112 then press :9 an7 a## the items /hose num!ers !egin /ith 0112 /i## !e 7isp#aye70 *2 the Huantity 2or an item you are a77ing to the invoice is 7i22erent than one, you may change it prior to scanning or entering the item !y pressing V A=T)> T or c#ic9ing on the >uantity !o-0 Note that the Huantity can !e negative an7 it 7oes not nee7 to !e a /ho#e num!er0 If the customer is returning an item? use a negative Euantity. This "ill add a negative amount to the current total as "ell as properly update the in)stock amount of the inventory item once the transaction is completed. <nce a## o2 the items have !een a77e7 an7 you have se#ecte7 the payment metho7 Kcash is the 7e2au#tL, press VA=T)$T or c#ic9 on $nd Transaction to comp#ete the invoice0

Totals

)unning tota#s are 9ept 2or the current invoice0 (ach time you a77 a ne/ inventory item to the invoice, the tota#s portion is up7ate70 *2 you are using a po#e 7isp#ay, it /i## !e up7ate7 as /e##0 Su% Total# "his #ine 7isp#ays the tota# amount o2 a## the items in the invoice a77e7 together !e2ore ta-es or 7iscounts0 Ta,# "his #ine 7isp#ays the tota# amount o2 ta- 2or the invoice !e2ore any invoice 7iscounts0 @rand Total# "his #ine 7isp#ays the invoice tota# a2ter ta-es !ut !e2ore any invoice 7iscounts0

Invoice $rid

"he *nvoice @ri7 sho/s a## o2 the items that are in the current invoice0 $our co#umns are a#/ays in vie/% =ine C? Item C an7 *escription, >uantity, an7 0rice 0 1cro##ing to the right !y c#ic9ing on the right arro/ in the !ottom right-han7 corner o2 the gri7 revea#s a77itiona# in2ormation a!out the item0 !&T$# A cashier can on#y scro## to revea# a77itiona# in2ormation a!out an item i2 !oth Add Inventory' its an7 3pdate Inventory' its are set to MYesN in the 0ermissions ta! o2 the $mployee Maintenance screen0

Item

ptions

3se the *tem <ptions to change in2ormation on an invoice0 1e#ect Item &ptions 2rom the Invoice menu or press :8B(9 to 7isp#ay these !uttons *elete# C#ic9 on a #ine on the *nvoice @ri7 then c#ic9 on *elete or press :CTR=)*$=9 to 7e#ete an item 2rom the invoice0 *iscount# "his 2unction a##o/s you to app#y a 7iscount to a speci2ic #ine o2 the current invoice0 C#ic9 on a #ine on the *nvoice @ri7 then c#ic9 on *iscount or press :CTR=)=9 to app#y the 7iscount0 You /i## !e prompte7 to enter the percentage o220 3p'*o"n# 3se these !uttons to move the high#ighte7 cursor in the *nvoice @ri70 C#ic9 on 3p or press :A=T)39 to move the cursor up to the previous item0 C#ic9 on *o"n or press :A=T)*9 to move the cursor 7o/n to the ne-t item0 >uantity Change# "o change the Huantity o2 an item once it has !een a77e7 to the invoice gri7, c#ic9 on the 7esire7 item, then c#ic9 on >uan Change or press :A=T)390 You /i## !e prompte7 to enter the ne/ Huantity0 0rice Change# "o change the price o2 an item once it has !een a77e7 to the invoice gri7, c#ic9 on the 7esire7 item, then c#ic9 on 0rice Change or press :A=T)090 You /i## !e prompte7 to enter the ne/ price0

Chapter 4% Creating *nvoices

Invoice ptions

3se *nvoice <ptions to en7, voi7, or ho#7 an invoice, 7isp#ay items in a touch screen 2ormat, or change the properties o2 the entire invoice0 $nd Transaction# <nce a## o2 the items have !een a77e7 to the invoice, c#ic9 on $nd Transaction or press :A=T)$9 to comp#ete the invoice0 7oid Invoice# "o voi7 the current invoice, c#ic9 on 7oid Invoice or press :CTR=)790 +old Invoice# "his 2unction a##o/s you to p#ace the current invoice on ho#70 +old Invoice cou#7 !e use7 i2 the cashier !egan ringing up an or7er !ut then the customer rea#i5e7 that he 2orgot to pic9 up something on his #ist0 "he cashier cou#7 p#ace the invoice on ho#7 an7 ring up other customers in #ine /hi#e the origina# customer gets the 2orgotten item0 "o p#ace an invoice on ho#7, c#ic9 on +old Invoice or press :CTR=)+90 You /i## !e prompte7 to enter an <n Ho#7 *: o2 up to 4 characters to use #ater to reca## the invoice0 !&T$# 4hen you are not in the mi77#e o2 an invoice, this !utton /i## rea7 F 8etch &n +old Invoice G an7 it can !e use7 to retrieve an invoice that /as p#ace7 on ho#70 You can a#so reca## an on ho#7 invoice !y se#ecting Recall &n)+old Invoice 2rom the Cashier 8unctions menu in the &ptions Screen 0 You /i## !e prompte7 to enter the Ho#7 *: that you origina##y entere7 /hen you p#ace7 the invoice on ho#70 &ptions# C#ic9 on this !utton to 7isp#ay the &ptions Screen 0 1ee Chapter B# Setting 3p Cash Register $,press# &ptions Screen 2or more in2ormation on this screen0

Current Customer

"he 7e2au#t customer 2or each invoice is B.B Cash Customer0 You can a#so 9eep trac9 o2 your customers !y creating a customer num!er 2or each customer an7 then se#ecting it 2or the current invoice Kcreating a customer is e-p#aine7 in 7etai# in Chapter /# Customer ControlL0 "here are t/o /ays to se#ect a customer 2or an invoice, >uick Search an7 8ind0 >uick Search a##o/s you to se#ect a customer !y entering his num!er /hi#e 8ind a##o/s you scro## through your customer recor7s0 "o se#ect a customer 2or the current invoice /hen you 9no/ the customer num!er% C#ic9 on >uick Search or press :A=TH 9 0 "ype in the customer num!er, then press :$!T$R9 or c#ic9 on & 0 *2 the customer num!er is va#i7, that customer /i## appear in the current customer !o-0

"o se#ect a customer 2or the current invoice /hen you 7on?t 9no/ the customer num!er% C#ic9 on 8ind or press :A=THI90 C#ic9 on !e,t or 0revious Kor use :A=TH!9 an7 :A=TH09L to scro## through the customer recor7s0 <nce the 7esire7 customer?s recor7 is 7isp#aye7, c#ic9 on Select or press :A=TH=9 to se#ect the customer0 C#ic9 on $,it or press :A=THD9 to e-it /ithout se#ecting a customer0

Chapter 4% Creating *nvoices

Traditional Invoice Screen

Item Search

Item Search is the section o2 the *nvoice 1creen /here you ring up the items that the customer /ants to purchase0 You can search 2or inventory items !y item num!er or !y item name0 You can set this parameter !y se#ecting Inventory' it Sorting &rder 2rom the Inventory menu0 "o a77 an item to the current invoice using the !ar co7e scanner, scan the !ar co7e o2 an inventory item /hen the cursor is !#in9ing in the Search %y Item !um%er !o-0 "he num!er /i## appear on the gri70 *2 you are entering the num!er !y han7, you must press :$!T$R9 a2ter typing the num!er0 You can a#so partia##y enter an item num!er an7 then press the 7o/n arro/ 9ey :9 to get a #isting o2 a## items !eginning /ith those num!ers0 $or e-amp#e, i2 you 9no/ that the item num!er o2 a can o2 Co9e !egins /ith 0112 !ut 7on?t 9no/ the rest, you can type 0112 then press :9 an7 a## the items /hose num!ers !egin /ith 0112 /i## !e 7isp#aye70 *2 the Huantity 2or an item you are a77ing to the invoice is 7i22erent than one, you may change it prior to scanning or entering the item !y pressing V A=T)> T or c#ic9ing on the >uantity !o-0 Note that the Huantity can !e negative an7 it 7oes not nee7 to !e a /ho#e num!er0 If the customer is returning an item? use a negative Euantity. This "ill add a negative amount to the current total as "ell as properly update the in)stock amount of the inventory item once the transaction is completed.

Totals

)unning tota#s are 9ept 2or the current invoice0 (ach time you a77 a ne/ inventory item to the invoice, the tota#s portion is up7ate70 *2 you are using a po#e 7isp#ay, it /i## !e up7ate7 as /e##0 @rand Total# "his #ine 7isp#ays the invoice tota# a2ter ta-es !ut !e2ore any invoice 7iscounts0 Su% Total# "his #ine 7isp#ays the tota# amount o2 a## the items in the invoice a77e7 together !e2ore ta-es or 7iscounts0 Ta, -Bst1# "his #ine 7isp#ays the tota# amount o2 ta- 2or the invoice !e2ore any invoice 7iscounts0

*isc R# "his #ine 7isp#ays the 7iscount percentage app#ie7 to an entire invoice0 "his #ine on#y appears /hen the 7iscount is app#ie7 to the entire invoice !y se#ecting Invoice *iscount 2rom the Invoice menu or pressing VCTR=)*T0 *isc Total# "his #ine 7isp#ays the ne/ @ran7 "ota# 7ue to the invoice 7iscount percentage0 Ta, -(nd1# "his #ine 7isp#ays the tota# amount o2 ta- 2or the invoice a2ter any invoice 7iscounts0 * Total# "his #ine 7isp#ays the invoice tota# a2ter ta-es an7 invoice 7iscounts0

Invoice $rid

"he *nvoice @ri7 sho/s a## o2 the items that are in the current invoice0 *t is #ocate7 in the !ottom ha#2 o2 the *nvoice 1creen0 $ive co#umns are a#/ays in vie/% Item C, *escription, >uantity, 0rice, an7 $,tended0 1cro##ing to the right !y c#ic9ing on the right arro/ in the !ottom right-han7 corner o2 the gri7 revea#s a77itiona# in2ormation a!out the item, such as the ta-, 7iscount #eve#s, seria# num!er, an7 !onus points0 !&T$# A cashier can on#y scro## to revea# a77itiona# in2ormation a!out an item i2 !oth Add Inventory' its an7 3pdate Inventory' its are set to MYesN in the 0ermissions ta! o2 the $mployee Maintenance screen0 *2 you nee7 to change in2ormation on an invoice, press :CTR=H@9 to move the cursor to the invoice gri7, then use the arro/ 9eys to move to the invoice you /ish to change0 You may change the Huantity or price o2 an item, or you can 7e#ete the item !y pressing :CTR=H*$=90

Invoice ptions
$nd Transaction#

<nce a## o2 the items have !een a77e7 an7 you have se#ecte7 the payment metho7 Kcash is the 7e2au#tL, press VA=T)$T or c#ic9 on $nd Transaction to comp#ete the invoice0 7oid Invoice# "o voi7 the current invoice, se#ect 7oid This Invoice 2rom the Invoice menu or press :CTR=)790 +old Invoice# "his 2unction a##o/s you to p#ace the current invoice on ho#70 "o p#ace an invoice on ho#7, se#ect 0ut Invoice &n +old 2rom the Invoice menu or press :CTR=)+90 You /i## !e prompte7 to enter an <n Ho#7 *: o2 up to 4 characters to use #ater to reca## the invoice0 !&T$# "o reca## an on ho#7 invoice, se#ect Recall Invoice 2rom the Sales Information menu0 You /i## !e prompte7 to enter the Ho#7 *: that you origina##y entere7 /hen you p#ace7 the invoice on ho#70

Chapter 4% Creating *nvoices

Current Customer

"he 7e2au#t customer 2or each invoice is B.B Cash Customer0 You can a#so 9eep trac9 o2 your customers !y creating a customer num!er 2or each customer an7 then se#ecting it 2or the current invoice KCreating a customer is e-p#aine7 in 7etai# in Chapter /# Customer ControlL0 "here are t/o /ays to se#ect a customer 2or an invoice, >uick Search an7 8ind0 >uick Search a##o/s you to se#ect a customer !y entering his num!er /hi#e 8ind a##o/s you scro## through your customer recor7s0 More Info 7isp#ays the customer num!er, 7iscount #eve#, an7 a77ress o2 the current customer0 *t a#so gives you the option o2 having the current invoice sent to the customer?s Ship To Address0 !&T$# Cash customer cannot have a ship to address. "o se#ect a customer 2or the current invoice /hen you 9no/ the customer num!er% C#ic9 on >uick Search or press :A=TH 9 0 "ype in the customer num!er, then press :$!T$R9 or c#ic9 on & 0 *2 the customer num!er is va#i7, that customer /i## appear in the current customer !o-0

"o se#ect a customer 2or the current invoice /hen you 7on?t 9no/ the customer num!er% C#ic9 on 8ind or press :A=TH890 C#ic9 on !e,t or 0revious Kor use :A=TH!9 an7 :A=TH09L to scro## through the customer recor7s0 <nce the 7esire7 customer?s recor7 is 7isp#aye7, c#ic9 on Select or press :A=TH=9 to se#ect the customer0 C#ic9 on $,it or press :A=THD9 to e-it /ithout se#ecting a customer0

"o use the Ship to Address 2or a customer% C#ic9 on More Info or press :A=THM9 0 C#ic9 on the Send to Ship to Address !o-0 C#ic9 on & , an7 then continue /ith the invoice0

!&T$# *n or7er to use the Send to Address, you must 2irst enter one in the Customer Maintenance screen0

4a ment (ptions
"hese are the main payment options that are sho/n on the invoice screen0 "o choose not to 7isp#ay these !uttons, c#ic9 on 0ayment &ptions in the Tools menu on the *nvoice 1creen0

Cash
"o choose cash as the 2orm o2 payment 2or an invoice, c#ic9 on the Cash !utton K'o7ernL or se#ect Cash 0ayment 2rom the Invoice menu K"ra7itiona#L0 You can a#so press :8K9 in either screen0

Check
"o choose chec9 as the 2orm o2 payment 2or an invoice, c#ic9 on the Check !utton K'o7ernL or se#ect Check 2rom the Invoice menu K"ra7itiona#L0 You can a#so press :8O9 in either screen0

Credit Card
"o choose cre7it car7 as the 2orm o2 payment 2or an invoice, c#ic9 on the Credit !utton K'o7ernL or se#ect Credit Card 2rom the Invoice menu0 You can a#so press :8L9 in either screen0

Credit Card Type# (nter the in2ormation a!out the car7 !eing use7 2or this invoice0 Choose the type o2 cre7it car7 KMaster Card? 7isa? American $,press? *iscover? &ther? or !oneL0 "o enter the cre7it car7 num!er an7 e-piration 7ate, c#ic9 on the 2ie#7 an7 type0 *2 you are using a touch screen, you may a#so press the num!er sign to use an on-screen num!er pa70 (nter the cre7it car7 num!er /ith no spaces an7 the e-piration month an7 year as t/o 7igits0 Credit Card Transaction Type# Choose 8orce i2 the car7 in2ormation is processe7 through an outsi7e termina#0 You /i## !e reHuire7 to enter an approva# co7e0 Choose Sale to process this transaction as a sa#e automatica##y through *C >()*$Y0 Choose Credit to process this transaction as a cre7it through *C >()*$Y0 !&T$# Sale and Credit are only availa%le if you selected to process credit cards through IC 7erify in the Setup Screen. <nce a## the in2ormation has !een entere7, c#ic9 on & or press :A=TH&9 to process the invoice as a cre7it car7 sa#e0 C#ic9 on Cancel or press :A=THC9 to e-it /ithout saving in2ormation0

Chapter 4% Creating *nvoices

n Account
<n Account a##o/s a customer to put the invoice on his account0 <n#y customers /ho have an open account can choose this 2orm o2 payment0 "o choose <n Account as the 2orm o2 payment 2or an invoice, c#ic9 on the Account !utton K'o7ernL or se#ect &n Account 2rom the Invoice menu0 You can a#so press :859 in either screen0 !&T$# You cannot choose &n Account as a form of payment for Cash Customer CB.B.

Split Tender

Split Tender a##o/s a customer to pay 2or an invoice using t/o or more 2orms o2 payment0 "o use sp#it ten7er on an invoice, enter the amounts in the correspon7ing 2ie#7s K'o7ernL or se#ect Split Tender 2rom the Invoice menu K"ra7itiona#L0 1e#ect the 2orms o2 payment !y c#ic9ing on the correspon7ing 2ie#7 or using the shortcut 9eys0 Press :8(9 or :A=T)C9 2or cash, :8/9 or :A=T)+9 2or chec9, :8G9 or :A=T)R9 2or cre7it car7, :869 or :A=T)A9 2or on account, :8K9 or :A=T)@9 2or gi2t certi2icate, or :8O9 or :A=T)*9 2or 7e!it car70 (nter the amount using either the 9ey!oar7 or the on-screen num!er pa70 <nce you have ma7e your se#ection, c#ic9 on & or press :A=TH&90 You can c#ic9 on Cancel or press :A=TH$9 to e-it /ithout choosing a 2orm o2 sp#it ten7er0

"nvoice 4roperties

"he *nvoice Properties menu a##o/s you to access 7i22erent 2unctions that are app#ica!#e to an entire invoice0 "o access this menu, se#ect Invoice 0roperties 2rom the &ptions Screen or press :8BB90

Chapter 4% Creating *nvoices

Discount
"his 2unction a##o/s you to app#y a speci2ic 7iscount amount to the current invoice0 "o app#y a 7iscount percentage to an invoice, c#ic9 on *iscount0 (nter the 7iscount amount as a percentage Ke-% 1, 2or 1,EL, then c#ic9 on & or press :$!T$R9. C#ic9 on Cancel to Huit /ithout app#ying a 7iscount0 "o access this 2unction 2rom the "ra7itiona# *nvoice 1creen, se#ect Invoice *iscount 2rom the Invoice menu or press :CTR=)*90

/otes

*nvoice Notes a##o/ you to esta!#ish a persona# re#ationship /ith each customer0 A77itiona##y, such notes can !e use7 to trac9 speci2ic in2ormation associate7 /ith an invoice0 "hese notes can !e vie/e7 /henever the invoice is reca##e7 or reprinte70 "o a77 a note to an invoice 2rom the 'o7ern *nvoice 1creen, c#ic9 on !otes0 "o access *nvoice Notes 2rom the "ra7itiona# *nvoice 1creen, se#ect Invoice Notes 2rom the Invoice menu or press :CTR=)T90 You can type up to 2ive #ines /ith 42 characters each per note0 !&T$# !otes can %e changed for &n +old Invoices? %ut once an invoice is processed to completion? the notes cannot %e changed.

Ta0 E0empt Invoice2Ta0 Invoice

8y 7e2au#t, Cash )egister (-press app#ies ta- to each invoice0 "o !ypass ta-ing ta-a!#e items on an invoice 2rom the 'o7ern *nvoice 1creen, c#ic9 on Ta, $,empt Invoice0 "o re-app#y ta- to an invoice, c#ic9 on Ta, Invoice0 "o choose no ta- 2or an invoice 2rom the "ra7itiona# *nvoice 1creen, se#ect !o Ta, This &rder 2rom the Ta, menu or press :CTR=)D90 "o ta- an invoice, se#ect Ta, This &rder 2rom the Ta, menu or press :CTR=)&90

Ta0 E0empt Additional Items

4hen this option is se#ecte7, a77itiona# items a77e7 to the invoice /i## !e ta--e-empt0 "o access this option 2rom the "ra7itiona# *nvoice 1creen, se#ect $,empt Additional Items 2rom the Ta, menu0

.ast Invoice %rocessed

"his 2unction 7isp#ays the invoice num!er o2 the #ast invoice processe7 on that computer0 "o access this screen 2rom the 'o7ern *nvoice 1creen, c#ic9 on =ast Inv 0rocessed in the Invoice 0roperties menu0 "o access this screen 2rom the "ra7itiona# *nvoice 1creen, se#ect =ast Invoice 0rocessed 2rom the Sales Information menu or press :CTR=)8L90

Desired $rand Total

"his 2unction a##o/s you to manua##y change the gran7 tota# 2or an invoice0 $or e-amp#e, #et?s say that a customer purchases an item an7 the tota# comes to C1002 0 "he customer pays C10000 !ut can?t 2in7 any change so you 7eci7e to Just charge him the C100000 You can c#ic9 on *esired @rand Total to change the gran7 tota# o2 the invoice to C10000 an7 C)( /i## automatica##y ca#cu#ate an7 app#y the proper 7iscount0 "o use this 2unction, c#ic9 on *esired @rand Total in the Invoice 0roperties menu0

%rint Item /otes &or .ast Invoice

"his 2unction a##o/s you to print the item notes 2rom the #ast invoice processe70 "hese are the notes that are speci2ie7 2or in7ivi7ua# items in the *nventory 'aintenance screen, such as instructions 2or caring 2or a p#ant or ingre7ients 2oun7 in a mea#0 $or more in2ormation on creating item notes, see Chapter (# Inventory Control# Inventory Maintenance. "o use this 2unction, c#ic9 on 0rint Item !otes for =ast Invoice in the Invoice 0roperties menu0

Chapter 4% Creating *nvoices

3on9"nventor "tem

"his 2eature a##o/s you to a77 an item to an invoice that is not part o2 your inventory0 "o access this screen, se#ect !on)Inventory Item 2rom the Invoice menu K'o7ernL or the Inventory menu K"ra7itiona#L0 You can a#so press :CTR=H!9 in either *nvoice 1creen0 "o a77 a non-inventory item to an invoice% (nter the 7escription, cost, Huantity, an7 price o2 the non-inventory item0 C#ic9 on the !o- ne-t to the 7esire7 ta- #eve#KsL to choose the type o2 ta- to !e app#ie7 to this item0 *2 Auto Cost R is set to Yes in the Setup Screen , C)( /i## automatica##y ca#cu#ate the cost once the price o2 the non-inventory item is entere70 C#ic9 on Add To Invoice or press :A=THA9 to a77 the item to the invoice0 C#ic9 on Cancel or press :A=THC9 to Huit /ithout a77ing the item to the invoice0

Sell $ift Card

"his 2unction a##o/s you to se## gi2t car7s0 "o access this 2eature, se#ect Sell @ift Card 2rom the Invoice menu or press :CTR= H @ 9 in the *nvoice 1creen0 4hen using )estaurant Pro (-press, the comman7 is :CTR= H C9. You /i## !e prompte7 to scan, s/ipe, or type the gi2t car7 *:, as /e## as an amount0 Active gi2t car7s can then #ater !e use7 to pay 2or a purchase0

<oid "nvoice
"o voi7 the current invoice, se#ect 7oid Invoice K'o7ernL or 7oid This Invoice K"ra7itiona#L 2rom the Invoice menu or press :CTR=H790

4rint Tic!et?<oucher
"his 2eature a##o/s you to print a77itiona# tic9ets or vouchers 2or an item K"ra7itiona# *nvoice 1creen on#yL0 You must enter the administrator pass"ord %efore printing additional tickets or vouchers.

Chapter 4% Creating *nvoices

Steps for "nvoicing an (rder

10 Select Customer KChapter 4% Creating *nvoicesL# 3se the 7e2au#t Cash Customer -CB.B1 <r 20 3se 8ind or >uick Search to se#ect a customer

Ta, KChapter 4% Creating *nvoicesL# 3se the 7e2au#t Ta, Invoice <r 1e#ect Ta, $,empt Invoice

!&T$# *n the "ra7itiona# *nvoice 1creen, you must se#ect !o Ta, This &rder ;$8&R$ you a77 any items to the invoice or e#se ta-a!#e items /i## !e ta-e70 0 Select Inventory Items to !e p#ace7 on the *nvoice @ri7 KChapter 4% Creating *nvoicesL # You can either scan in the item num!er /ith a !ar co7e scanner or manua##y enter the item num!er or item name0 *2 you 7on?t 9no/ the entire num!er 2or an item, you can type the 2irst 2e/ characters then c#ic9 on the 7o/n arro/ to 7isp#ay a## the items !eginning /ith those characters0 A0 Select Modifiers 2or an item KChapter 2% *nventory Contro#L #

*2 you se#ecte7 mo7i2iers 2or an item in the Inventory Maintenance screen, a screen #i9e this /i## appear /hen the item is se#ecte7 2or an invoice0 1e#ect mo7i2iers !y c#ic9ing on the 7esire7 mo7i2iers0 4hen you are 2inishe7, c#ic9 on Select or press :A=T)S90 1e#ecte7 mo7i2iers are in7ente7 !e#o/ the item in the inventory gri70

80 !on)Inventory *tems KChapter 2% *nventory Contro#L # *2 you /ish to a77 a non-inventory item to the invoice gri7, se#ect !on)Inventory Item 2rom the Invoice menu K'o7ernL or the Inventory menu K"ra7itiona#L0 "he Non-*nventory *tem screen /i## appear0 (nter the reHuire7 in2ormation, then c#ic9 on Add to Invoice or press :A=THA9 to a77 the item to the current invoice0 "o Huit /ithout a77ing an item, c#ic9 on Cancel 0 !&T$# A## items entere7 using the Non-*nventory *tem screen /i## !e trac9e7 un7er the item !on)Inventory Item0 40 *eleting an Item from the Invoice @rid KChapter 4% Creating *nvoicesL# "o 7e#ete an item 2rom the invoice, high#ight the item to !e 7e#ete7, an7 then c#ic9 on *elete K'o7ernL or press :CTR=H*$=9 K'o7ern an7 "ra7itiona#L0 "he item /i## !e 7e#ete7 2rom the invoice gri70 ,0 Changing the Item >uantity on the Invoice @rid KChapter 4% Creating *nvoicesL# You may change the Huantity 2or an item once it has !een a77e7 to the invoice gri70 *n the 'o7ern *nvoice 1creen, position the cursor on the 7esire7 item then c#ic9 on >uan Change. *n the "ra7itiona# *nvoice 1creen, position the cursor on the 7esire7 Huantity then press :;AC S0AC$90 (nter the correct Huantity once the prompt appears, then press :$!T$R9 or c#ic9 on & , or c#ic9 on Cancel to e-it /ithout changing the Huantity0 60 Changing the Item 0rice on the Invoice @rid KChapter 4% Creating *nvoicesL# You may change the price 2or an item once it has !een a77e7 to the invoice gri70 *n the 'o7ern *nvoice 1creen, position the cursor on the 7esire7 item then c#ic9 on 0rice Change. *n the "ra7itiona# *nvoice 1creen, position the cursor on the 7esire7 price then press :;AC S0AC$90 (nter the correct price once the prompt appear, then press :$!T$R9 or c#ic9 on & , or c#ic9 on Cancel to e-it /ithout changing the price0 +0 &0 Repeat steps /)K for all items purchased. Invoice !otes KChapter 4% Creating *nvoicesL# A77 notes to an invoice !y se#ecting !otes 2rom the Invoice 0roperties screen K'o7ernL or Invoice !otes 2rom the Invoice menu K"ra7itiona#L0 90 Invoice *iscount KChapter 4% Creating *nvoicesL# App#y a speci2ic 7iscount amount to the entire invoice !y se#ecting *iscount 2rom the Invoice 0roperties screen K'o7ernL or Invoice *iscount 2rom the Invoice menu K"ra7itiona#L0 100 =ine *iscount KChapter 4% Creating *nvoicesL# App#y a 7iscount to a speci2ic #ine num!er o2 the invoice !y c#ic9ing on *iscount K'o7ernL or se#ecting =ine *iscount 2rom the Invoice menu K"ra7itiona#L or !y pressing :CTR=H=9 K8othL0 110 0ut Invoice &n +old KChapter 4% Creating *nvoicesL# P#ace an invoice on ho#7 !y c#ic9ing on +old Invoice K'o7ernL or !y se#ecting 0ut Invoice &n +old 2rom the Invoice menu K"ra7itiona#L0 You /i## !e prompte7 to enter a Ho#7 *: o2 up to 4 7igits0

Chapter 4% Creating *nvoices 120 Recall &n +old Invoice KChapter 4% Creating *nvoicesL# "o reca## an <n Ho#7 *nvoice, se#ect Recall &n +old Invoice 2rom the Cashier 8unctions screen K'o7ernL or the Sales Information menu K"ra7itiona#L0 You /i## !e prompte7 to enter the Ho#7 *: that you origina##y entere7 /hen you p#ace7 the invoice on ho#70 1 0 Select 0ayment Method KChapter 4% Creating *nvoicesL# "here are si- payment metho7s% Credit Card# You /i## !e prompte7 to enter cre7it car7 in2ormation 2or the sa#e0 Cash# "his is the 7e2au#t payment metho70 Check# You /i## !e prompte7 to enter the chec9 num!er0 Split Tender# "his uses a com!ination o2 t/o or more payment metho7s0 &n Account# "his 2orm o2 payment can on#y !e se#ecte7 i2 the customer has an open account0 *e%it Card# You /i## !e prompte7 to enter 7e!it car7 in2ormation 2or the sa#e0 140 $nd Transaction KChapter 4% Creating *nvoicesL# <nce a## o2 the items have !een a77e7 an7 you have se#ecte7 the payment metho7, c#ic9 on $nd Transaction or press :A=TH$9 to comp#ete the invoice0 1,0 Amount Tendered# "his is the amount o2 money that the customer gave to the cashier0 (nter the correct amount ten7ere7, then c#ic9 on & or press :$!T$R9 to comp#ete the transaction0 C#ic9 on Cancel or press :A=T)$9 to e-it /ithout comp#eting the transaction0

160 Receipt 0rompt#

*2 0rint Invoices is set to 0rompt in the Setup Screen, this screen /i## appear0 C#ic9 on Yes or press PY? to print a receipt, or c#ic9 on !o or press P!? i2 you 7o not /ant to print a receipt0 1+0 Change#

"his is the amount that the customer shou#7 receive !ac9 !ase7 on the amount ten7ere7 an7 the gran7 tota# o2 the invoice0 C#ic9 on & , press :$!T$R9, or press :A=TH&9 to c#ear the screen 2or a ne/ invoice0

Chapter +: Reports

Reporting Screen

Cash )egister (-press o22ers you the a!i#ity to generate a /i7e variety o2 reports0 "he 2o##o/ing are !rie2 7escriptions o2 a## the reports0 'any o2 the reports reHuire parameters in or7er to run them, such as a 7ate range, an7 most o2 the reports can !e 7isp#aye7 on the screen an7 then printe7 2rom there0 1ome reports can on#y !e printe7 to receipt printers0 "o access this screen, se#ect Reporting 2rom the Administrative menu K'o7ernL or Reports menu K"ra7itiona#L in the *nvoice 1creen menu !ar or press :A=THR9 in the *nvoice 1creen0 <nce a report is se#ecte7 an7 the parameters are entere7, c#ic9 on *isplay or press :A=T)*9 to vie/ the report0 C#ic9 on 0rint or press :A=T)09 to print the report0 "o e-it /ithout generating a report, c#ic9 on $,it or press :A=T)D90

Sales Reports
Invoice Totals Report
"his report prints 7etai#e7 in2ormation 2rom invoice processing0 You can vie/ an Invoice Totals Report 2or a## cashiers or 2or a speci2ic cashier0 You can a#so choose to vie/ either comp#ete, on ho#7, or voi7e7 invoices0 You can se#ect any 7ate range you /ish0 "o vie/ a sing#e 7ay, use the same start an7 en7 7ate0 "he report 7isp#ays the 2o##o/ing in2ormation a!out an invoice% :ate."ime, *nvoice Num!er, Customer Num!er, Cashier *:, Payment 'etho7, "ota# Cost, "ota# Price, "a-, @ran7 "ota#, an7 @ross Pro2it0 *t a#so 7isp#ays the tota# num!er o2 invoices processe7 an7 the gran7 tota#s0 "o vie/ this report, se#ect Invoice Totals Report 2rom the Reporting Screen 0

Invoice Totals by Customer

"his report 7isp#ays a## invoices associate7 /ith a se#ecte7 customer in a given 7ate range0 "o vie/ a sing#e 7ay, use the same start an7 en7 7ate0 "he report 7isp#ays the 2o##o/ing in2ormation a!out an invoice% Customer ;ast Name, Customer $irst Name, *nvoice Num!er, :ate."ime, Customer Num!er, "ota# Price, an7 @ran7 "ota#0 *t a#so 7isp#ays the tota# o2 a## invoices in the speci2ie7 7ate range 2or each customer an7 a gran7 tota# o2 a## invoices0 "o vie/ this report, se#ect Invoice Totals %y Customer 2rom the Reporting Screen 0

Invoice Totals 3 Daily Summary

"his report inc#u7es the tota#s o2 each 7ay in a speci2ie7 7ate range0 *t a#so inc#u7es the num!er o2 tic9ets KinvoicesL an7 the average price 2or each tic9et0 "o vie/ this report, se#ect Invoice Totals H *aily Summary 2rom the Reporting Screen 0

$rand Totals by %ayment #ethod

"his report !rea9s 7o/n the invoices !y their payment metho7s0 "o vie/ this report, se#ect @rand Totals %y 0ayment Method 2rom the Reporting Screen 0

Daily Totals
"his report is a summary o2 a## the invoices 2or a## cashiers 2or the speci2ie7 7ate0 "his report /i## print on a stan7ar7 receipt printer0 "o print this report, se#ect *aily Totals 2rom the Reporting Screen 0

Chapter ,% )eports

Detailed Daily Report

"he :etai#e7 :ai#y )eport K::)L #ists the sa#es tota#s 2or the 7ay on a receipt printer0 You can a#so get a !rea97o/n !y payment type, accounts receiva!#e payment type, 7epartment, category, or item0 You can choose to print 2or a## cashiers or 2or a particu#ar cashier, as /e## as 2or a## stations or 2or a particu#ar station0 You can a#so choose Include Costs i2 you have an &0 co#umn printer0 "his /i## print the cost, e-ten7e7 cost, gross margin, an7 gross margin E0 *2 the =ine *iscount Totals 2eature is se#ecte7, the ::) /i## #ist the tota# 7o##ar amount o2 #ine 7iscounts given 2or each 7epartment an7 overa##0 Another option on the ::) is to print the tota#s 2or tra7es an7 !uy!ac9s K =ist Total of Trades2;uy;acks L0 You can a#so choose to =ist 7endor 0ayouts on the ::) Ksee Chapter K# CR$ Tools# Tools Menu# 7endor 0ayouts 2or more in2ormation on this 2eatureL0 0erformance Statistics 7isp#ays the num!er o2 invoices an7 average 7o##ars per invoice 2or retai# stores0 $or restaurants, it 7isp#ays the num!er o2 invoices, average 7o##ars per invoice, num!er o2 guests, average 7o##ars per guest, an7 the tota# o2 cre7it car7 tips0 "he <)&ut feature can on#y !e use7 /hen the ::) is printe7 2or an in7ivi7ua# cashier0 4hen this option is se#ecte7, C)( /i## recor7 the time an7 7ate o2 /hen you printe7 the report 2or that particu#ar cashier0 4hen you ne-t print that cashier?s ::), C)( /i## 7e2au#t the start 7ate an7 time to /henever you #ast printe7 the report0 "he en7 7ate an7 time /i## 7e2au#t to the current 7ate an7 time0 "his ensures that you /i## a#/ays print the B-<ut 2or the #ast shi2t o2 in2ormation, /ith no over#ap0 "o print this report, se#ect *etailed *aily Report 2rom the Reporting Screen , se#ect the 7esire7 cashiers, 7ate, an7 !rea97o/n, an7 then c#ic9 on 0rint or press :A=TH090 C#ic9 on $,it or press :A=T)D9 to e-it /ithout printing the report0

Detailed Department Sales

"his report 7isp#ays a #ist o2 each 7epartment an7 /hat /as so#7 insi7e that 7epartment0 "o vie/ this report, se#ect *etailed *epartment Sales 2rom the Reporting Screen 0

$eneral Hourly Report

"his report sho/s ho/ many pro7ucts an7 ho/ much money /as co##ecte7 in each hour o2 the se#ecte7 7ay0 "o print this report, se#ect @eneral +ourly Report 2rom the Reporting Screen 0

Sales by ,endor

"his report 7isp#ays a !rea97o/n o2 sa#es 7uring a speci2ie7 7ate range 2or each item !y ven7or0 You can choose to generate this report 2or either a speci2ic ven7or or 2or a## ven7ors0 "he report 7isp#ays the 2o##o/ing in2ormation% >en7or Num!er, :ate, *tem Num!er, *tem Name, Auantity, an7 (-ten7e7 Price0 "o 7isp#ay this report, se#ect Sales %y 7endor 2rom the Reporting Screen , enter the 7esire7 in2ormation, then c#ic9 on @enerate or press :A=T)@90 C#ic9 on $,it or press :A=T)D9 to e-it /ithout generating this report0

$rand Totals by Date

"his 2unction 7isp#ays a message !o- /ith the se#ecte7 7ay?s gran7 tota#0 "o access this screen, se#ect @rand Totals %y *ate 2rom the Reporting Screen an7 enter the 7esire7 7ate0

Chapter ,% )eports

$rand Totals by Salesperson

"his report prints the gran7 tota# 2or each sa#esperson 2or a speci2ie7 7ate range0 You can choose to generate this report 2or either a speci2ic sa#esperson or 2or a## sa#espeop#e0 "o print this report, se#ect @rand Totals %y Salesperson 2rom the Reporting Screen , enter the 7esire7 in2ormation, then c#ic9 on @enerate or press :A=T)@90 C#ic9 on $,it or press :A=T)D9 to e-it /ithout printing this report0

$rand Totals by Department

"his 2unction 7isp#ays a message !o- /ith the gran7 tota# 2or the speci2ie7 7epartment as /e## as the amount o2 items 2rom that 7epartment that /ere so#70 "o access this screen, se#ect @rand Totals %y *ept 2rom the Reporting Screen , then enter the 7esire7 7epartment, starting 7ate, an7 en7ing 7ate0

$rand Totals by Item

"his 2unction 7isp#ays a message !o- /ith the gran7 tota# 2or the speci2ie7 item as /e## as ho/ much o2 that item /ere so#70 "o access this screen, se#ect @rand Totals %y Item 2rom the Reporting Screen , an7 then enter the item num!er, starting 7ate, an7 en7ing 7ate0

$rand Total o& Ta0 E0empt Sales

"his 2unction 7isp#ays a message !o- /ith the tota# o2 ta-e7 sa#es, the tota# o2 non-ta-e7 sa#es, the tota# o2 ta- e-empt sa#es, an7 the tota# sa#es a## !e2ore ta-es /ere app#ie70 "o access this screen, se#ect @rand Total of Ta, $,empt Sales 2rom the Reporting Screen then enter the starting an7 en7ing 7ates0

Daily $ross %ro&its

"his 2unction a##o/s you to Huic9#y see the gross pro2it 2or the speci2ie7 7ate0 "o access this screen, se#ect *aily @ross 0rofits 2rom the Reporting Screen an7 enter the 7esire7 7ate0

Check .istin"
"his report #ists the chec9 num!ers an7 amounts 2or each chec9 sa#e0 "his report contains the 2o##o/ing in2ormation% :ate, Cashier *:, Customer R, Chec9 R, *nvoice R, an7 Amount0 "o vie/ this report, se#ect Check Sales 2rom the Reporting Screen 0

Sales by 4ip Code

"his report #ists the num!er o2 customers in each 5ip co7e0 "his report a##o/s you to see ho/ many sa#es /ere processe7 2or each 5ip co7e, there2ore generating regiona# sa#es 2igures0 "his in2ormation can assist in a7vertising !u7geting0 "o vie/ this report, se#ect Sales %y <ip Code 2rom the Reporting Screen. !&T$# To set up CR$ to prompt you to enter a Aip code at the end of each invoice? check the %o, ne,t to 0rompt <ip Code on the Invoice Settings ta% of the Setup Screen.

Chapter ,% )eports

$i&t Card Balances

"his report #ists a## open gi2t car7s /ith their !a#ances0 "o vie/ this report, se#ect @ift Card ;alances 2rom the Reporting Screen 0

Receipt .istin"
"his report #ists each receipt /ith the 7ate, cashier.server, an7 a #ist o2 each item on the invoice0 "o vie/ this report, se#ect Receipt =isting 2rom the Reporting Screen , then se#ect the start an7 en7 7ate0 You can run this report 2or a sing#e Cashier *: or 2or a## Cashier *:s0

4ero #ovement Report

"his report sho/s a #ist o2 items that have not !een so#7 /ithin a speci2e7 7ate range0 )egu#ar use o2 this report /i## sho/ you /hich items are not se##ing, a##o/ing you to use your she#2 space more e22ective#y0 "his report can !e run 2or a## o2 your inventory or 2or speci2ie7 7epartments an7.or ven7ors0 "o vie/ this report, se#ect <ero Movement Report 2rom the Reporting Screen then enter the speci2e7 7ate range an7 7esire7 7epartments an7 ven7ors0

Returns
"his report #ists a## items that /ere returne7 /ithin a speci2ie7 7ate range0 You can choose to generate a simp#e report #isting returns or a report itemi5e7 !y reason co7e0 "o itemi5e !y reason co7e, the =og Returns 2eature must !e ena!#e70 "o vie/ this report, se#ect Returns 2rom the Reporting Screen an7 enter the speci2ie7 7ate range, 7epartments, an7 ven7ors0

End o& Day Report

"his report 7isp#ays the tota#s o2 cashier 7ra/er amounts /ithin a speci2ie7 7ate range0 *t /i## !rea9 7o/n !asic sa#es 2igures 2or each cashier0 *n or7er to print this report, your 7e2au#t printer must !e your report printer so #an7scape printing is supporte70 "o vie/ this report, se#ect $nd of *ay Report 2rom the Reporint Screen an7 enter the speci2ie7 7ate range0

Daily Close 1 Reprint

"his /i## reprint a previous#y printe7 copy o2 the :ai#y C#ose report 2rom running the (n7 o2 :ay 2unction0 "his report inc#u7es a tota# o2 sa#es !ro9en 7o/n !y payment metho7, cost center an7 category, an7 #unch an7 7inner perio7s0 "o vie/ this report, se#ect *aily Close H Reprint 2rom the Reporting Screen0

%ayment Type Breakdo)n

"his report 7isp#ays a !rea97o/n o2 your income0 You can choose to !rea9 this 7o/n !y 7ay, cashier, an7.or 7i22erent payment metho7s0 "o vie/ this report, se#ect 0ayment Type ;reakdo"n 2rom the Reporting Screen an7 enter the 7esire7 7ate range0

Inventory Reports
.ist Alphabetical
"his report 7isp#ays a #ist o2 a## the items in the inventory in a#pha!etica# or7er !y item name0 "he report contains the 2o##o/ing in2ormation a!out each item% *tem Name, *tem Num!er, :epartment, Cost, *n 1toc9, >a#ue, an7 Price0 "he items on the report are 7ivi7e7 !y :epartment0 "o vie/ this report, se#ect =ist Alpha%etical 2rom the Reporting Screen 0

.ist /umerically
"his report 7isp#ays a #ist o2 a## the items in the inventory in numerica# or7er !y item num!er0 "he report contains the 2o##o/ing in2ormation a!out each item% *tem Num!er, *tem Name, :epartment, Cost, *n 1toc9, >a#ue, an7 Price0 "he items on the report are 7ivi7e7 !y :epartment0 "o vie/ this report, se#ect =ist !umerically 2rom the Reporting Screen 0

Reorder Report
"his report 7isp#ays a #ist o2 inventory items that have 2a##en !e#o/ their respective reor7er #eve#s0 "he report contains the 2o##o/ing in2ormation a!out each item% *tem Num!er, *tem Name, *tem Name, :epartment, Cost, *n 1toc9, >a#ue, Price, )eor7er ;eve#, )eor7er Auantity, >en7or Num!er, Company, an7 Part Num!er0 "o vie/ this report, se#ect Reorder Report 2rom the Reporting Screen.

#atri0 +uantity
"his report 7isp#ays ho/ many items o2 a particu#ar group are in stoc90 You can see ho/ many o2 a certain co#or or si5e are in stoc9 2rom this report0 "o vie/ this report, se#ect Matri, >uantity 2rom the Reporting Screen 0

Daily Itemi5ed Sales

"his 2unction 7isp#ays a message !o- /ith the tota# num!er so#7 o2 a particu#ar item on a particu#ar 7ate0 "o access this screen, se#ect *aily ItemiAed Sales 2rom the Reporting Screen , an7 then enter the item num!er an7 the 7esire7 7ate0

Chapter ,% )eports

Daily Sales by Department

"his 2unction 7isp#ays a message !o- /ith the tota# num!er o2 items so#7 2rom a particu#ar 7epartment on the se#ecte7 7ay0 "o access this screen, se#ect *aily Sales %y *epartment 2rom the Reporting Screen , an7 then enter the 7epartment num!er an7 the 7esire7 7ate0

Inventory Sales Summary

"his report #ists a month#y !rea97o/n o2 Huantity so#7, tota# cost, tota# sa#es, an7 gross pro2it 2or every inventory item0 "he items are #iste7 !y item name0 "o vie/ this report, se#ect Inventory Sales Summary 2rom the Reporting Screen 0

Item Sales by Serial2Batch /umber

"his report #ists a## the seria# num!ers so#7 2or a speci2ie7 range o2 7ates0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% 1eria#.8atch Num!er, :ate, *nvoice Num!er, Customer Num!er, an7 *tem Num!er0 "o vie/ this report, se#ect Item Sales %y Serial';atch C 2rom the Reporting Screen , an7 then enter the 7esire7 7ates0

Serial2Batch Sales by Item /umber

"his report #ists the seria# num!ers o2 a## items so#7 2or a certain item num!er /ithin a speci2ie7 range o2 7ates0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% *tem Num!er, :ate, *nvoice Num!er, Customer R, an7 1eria#.8atch Num!er0 "o vie/ this report, se#ect Serial';atch Sales %y Item C 2rom the Reporting Screen , an7 then enter the 7esire7 item num!er an7 7ates0

Department .istin"
"his report generates a comp#ete #isting o2 a## the :epartment *:s /ith their correspon7ing 7escriptions0 "o vie/ this report, se#ect *epartment =isting 2rom the Reporting Screen 0

Items by Department
"his report 7isp#ays in2ormation a!out inventory in a speci2ic 7epartment0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% *tem Name, *tem Num!er, :epartment, Cost, R Cases, *n 1toc9, >a#ue, an7 Price0 "o vie/ this report, se#ect Items %y *epartment0 3se the mouse or the arro/ 9eys to high#ight the 7esire7 7epartment0 C#ic9 on Report or press :A=THR9 to 7isp#ay the report0 C#ic9 on Cancel or press :A=THC9 to e-it /ithout vie/ing the report0

,endor .istin"
"his report generates a comp#ete #isting o2 a## the ven7ors an7 their correspon7ing ven7or num!er0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% >en7or Num!er, Contact Name, Company Name, City, 1tate, Bip Co7e, Phone Num!er, an7 $a- Num!er0 "o vie/ this report, se#ect 7endor =isting 2rom the Reporting Screen 0

Items by ,endor
"his report #ists items 2or a speci2ie7 ven7or in numerica# or7er !y item num!er0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% *tem Num!er, *tem Name, :epartment, Cost, *n 1toc9, >a#ue, an7 Price0 "o vie/ this report, se#ect Items %y 7endor 2rom the Reporting Screen then enter the 7esire7 ven7or num!er0

Current ,alue

"his 2unction 7isp#ays a message !o- /ith the current va#ue o2 your inventory0 "o access this screen, se#ect Current 7alue 2rom the Reporting Screen 0

Current Items
"his 2unction 7isp#ays a message !o- /ith the current num!er o2 va#i7 items0 "o access this screen, se#ect Current Items 2rom the Reporting Screen , then enter the start an7 en7 7ate o2 the 7esire7 7ate range0

Received Items
"his report 7isp#ays a #ist o2 a## items receive7 into your store via purchase or7ers or instant purchase or7ers0 "o vie/ this report, se#ect Received Items 2rom the Reporting Screen 0

Chapter ,% )eports

Top Sellers
"his report #ists the 2, top se##ing inventory items 7uring the speci2ie7 7ate range0 "o vie/ this report, se#ect Top Sellers 2rom the Reporting Screen then enter the start an7 en7 7ate o2 the 7esire7 7ate range0

6early Comparison Report

"his report a##o/s you to vie/ sa#es, tota#e7 !y month, 2or a particu#ar item over the past 2ive years0 "o vie/ this report, se#ect Yearly Comparison Report 2rom the Reporting Screen then enter the 7esire7 item num!er0

+uantity Comparison Report

"his report 7isp#ays the current in stoc9 #eve#s o2 an item versus the Huantity so#7 /ithin a speci2ie7 7ate range0 "his is use2u# 2or ma9ing sure that you are stoc9e7 proper#y 2or upcoming seasons0 $or e-amp#e, i2 the /inter season is approaching an7 you /ant to 9no/ i2 you have enough shove#s in stoc9 to cover the usua# 7eman7, run this report to compare your current #eve#s to the amount so#7 #ast /inter0 "o vie/ this report, se#ect >uantity Comparison Report 2rom the Reporting Screen then enter the start an7 en7 7ate an7 se#ect a 7epartment0

Discrepancy Report
"his report /or9s /ith Poc9et *nventory Ka /ire#ess inventory ta9ing systemL an7 /i## compare your actua# stoc9 #eve#s to /hat shou#7 !e on your she#ves0 "his is an e-ce##ent too# to he#p trac9 the2t an7 other 2orms o2 inventory mismanagement0 "his report shou#7 !e use7 in conJunction /ith Poc9et *nventory an7 a /ire#ess Pa#m Pi#ot 8ar Co7e scanning 7evice0 "o vie/ this report, se#ect *iscrepancy Report 2rom the Reporting Screen then se#ect the 7esire7 7epartment0

/e) Items Report

"his report /i## sho/ the items that /ere create7 7uring a speci2ie7 7ate range0 "his is use2u# i2 you create items on the 2#y /hi#e customers are in #ine an7 you /ant to go !ac9 an7 mo7i2y the entry #ater0 "o vie/ this report, se#ect !e" Items Report 2rom the Reporting Screen then speci2y the start an7 en7 7ate0 !&T$# This report can only %e used to vie" ne" items entered after upgrading to version L./. 0

Item Activity Report

"his report a##o/s you to vie/ the activity o2 your items Ksa#es an7 purchase or7ersL /ithin the speci2ie7 7ate range0 $or this report to /or9 e22ective#y, item Huantities must !e up7ate7 using P<s an7 *nstant P<s0 "o vie/ this report, se#ect Item Activity Report 2rom the Reporting Screen then speci2y the start an7 en7 7ate0

Item Trans&er In
"his report 7isp#ays a## trans2ers into a store0 "his can !e !ro9en 7o/n !y 7ate range or ven7or0 "o vie/ this report, se#ect Item Transfers In 2rom the Reporting Screen an7 enter the 7esire7 7ate range an7.or ven7or0

Item Trans&er ut
"his report 7isp#ays a## trans2ers out o2 a store0 "his can !e !ro9en 7o/n !y 7ate range or ven7or0 "o vie/ this report, se#ect Item Transfers &ut 2rom the Reporting Screen an7 enter the 7esire7 7ate range an7.or ven7or0

Chapter ,% )eports

Customer Reports
Accounts Receivable Summary
"his report 7isp#ays a summary o2 a## customers an7 their current !a#ances0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% Customer Num!er, ;ast Name, $irst Name, Company Name, an7 <n Account 8a#ance :ue0 "o vie/ this report, se#ect A'R Summary 2rom the Reporting Screen 0 You can choose to sort !y Customer !um%er or !y =ast !ame0

Accounts Receivable Statement

"his 2unction prints a 7etai#e7 statement #isting purchases an7 payments 2or either a## customers or a speci2ic customer0 "o print a statement 2or a## customers, se#ect A'R Statement 2rom the Reporting Screen then se#ect All Customers0 You /i## !e as9e7 /hether or not to print statements 2or customers that have a tota# !a#ance 7ue o2 C0000 an7 to enter the starting 7ate o2 transactions0 "o print a statement 2or a speci2ic customer, se#ect A'R Statement 2rom the Reporting Screen an7 choose Specific Customer, then enter the customer num!er0 !&T$# Invoices that have %een fully paid appear on the statement for /. days.

A"in" By Company
"his report 7isp#ays a #ist o2 a## customers, their current !a#ances, an7 2or ho/ #ong the !a#ances have !een outstan7ing0 <ver7ue !a#ances 2or each customer are #iste7 in perio7s o2 1- 0 7ays, 1-60, 61-90 an7 90X0 "o vie/ this report, se#ect Aging ;y Company 2rom the Reporting Screen 0

#embership
"his report generates a #ist o2 a## the customers /ho have an active c#u! mem!ership0 "he report #ists the Customer Num!er, $u## Name, an7 'em!ership (-piration :ate0 "o vie/ this report, se#ect Mem%ership 2rom the Reporting Screen 0

%urchasers o& Item

"his report 7isp#ays a #ist o2 a## customers /ho purchase7 a speci2ic item0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% :ate, "ime, Customer Num!er, ;ast Name, an7 $irst Name0 "o vie/ this report, se#ect 0urchasers of Item 2rom the Reporting Screen 0

Sales History
"his report 7isp#ays the sa#es history o2 either a## customers or a speci2ic customer 2or a speci2ie7 range o2 7ates0 "he report sho/s every invoice an7 every item so#7 to the customer a#ong /ith ho/ many !onus points /ere earne70 (ach customer recor7 appears on a separate page0 "o vie/ this report, se#ect Sales +istory 2rom the Reporting Screen 0 (nter the start an7 en7 7ate, enter a speci2ic customer num!er, an7 then c#ic9 on *isplay or press :A=T)*90 C#ic9 on $,it or press :A=T)D9 to e-it /ithout vie/ing the report0

#ost !re7uent Buyers

"his 2unction 7isp#ays a message !o- /ith the top ten 2reHuent !uyers 2or a speci2ie7 7ate range0 "o access this screen, se#ect Most 8reEuent ;uyers 2rom the Reporting Screen , then enter the start an7 en7 7ate o2 the 7esire7 7ate range0

%hone .istin"
"his report generates a #ist o2 customers an7 their phone num!ers0 You can sort the #ist !y either customer num!er or customer #ast name0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% Customer Num!er, ;ast Name, $irst Name, Company Name, Phone Num!er, an7 A#ternate Phone Num!er0 "o print a Customer Phone ;ist !y Customer Num!er, se#ect 0hone =isting 2rom the Reporting Screen , type PB?, then c#ic9 on & or press :$!T$R90 "o print a Customer Phone ;ist !y Customer ;ast Name, se#ect 0hone =isting 2rom Reporting Screen , type P(?, then c#ic9 on & or press :$!T$R90

Ship To In&o
"his report generates a #ist o2 customers an7 their 1hip "o a77resses0 A## customer in2ormation, inc#u7ing cre7it car7 in2ormation, is printe70 "o print this report, se#ect Ship To Info 2rom the Reporting Screen0

Customer Re&erral
"his report a##o/s you to vie/ a #isting o2 a## the re2erra# sources 2or your customers0 "o vie/ this report, se#ect Customer Referral 2rom the Reporting Screen 0 $or more in2ormation on this 2eature, see Chapter /# Customer Control0

Customer %urchases by Department

"his report 7isp#ays ho/ many 7o##ars each customer has spent on each item in each 7epartment0 "o vie/ this report, se#ect Customer 0urchases %y *epartment 2rom the Reporting Screen then speci2y the start an7 en7 7ate0

$i&t Re"istry Summary

"his report 7isp#ays a #ist o2 a## items on a## gi2t registries an7 a comparison to /hat items are current#y in stoc90 "o vie/ this report, se#ect @ift Registry Summary 2rom the Reporting Screen 0

Chapter ,% )eports

Employee Reports
Hours and (a"es

"his report 7isp#ays the tota# /ages earne7 an7 tips co##ecte7 in a speci2ie7 7ate range0 You can choose to generate this report 2or a speci2ic cashier or emp#oyee 7epartment0 "o 7isp#ay this report, se#ect +ours and Wages 2rom the Reporting Screen , enter the 7esire7 in2ormation, then c#ic9 on @enerate or press :A=T)@9 0 C#ic9 on $,it or press :A=T)D9 to e-it /ithout generating this report0

Server Tips
"his report #ists a## o2 the server tips 2or cre7it car7 purchases 7uring a speci2ie7 time range0 "he report #ists the 1erver *:, :ate, "ime, *nvoice R, an7 "ip Amount an7 is sorte7 !y 1erver *:0 "o vie/ this report, se#ect Server Tips 2rom the Reporting Screen 0

Commissions
"his report #ists a## o2 the commissions earne7 !y a sa#esperson0 "his report #ists the 1a#esperson *:, :ate, *nvoice R, "ota# Price, an7 Commission0 "o vie/ this report, se#ect Commissions 2rom the Reporting Screen 0

Hours and (a"es Summary

"his report #ists on#y the tota#s o2 the Hours an7 4ages report0 "his is use2u# i2 you on#y nee7 tota#s an7 7o not nee7 the 7etai#s0 "o vie/ this report, se#ect +ours and Wages H Summary 2rom the Reporting Screen0

Restaurant Reports
/umber o& %eople Served
"his 2unction 7isp#ays a message !o- sho/ing ho/ many peop#e /ere serve7 /ithin a speci2ie7 time range /hen recor7e7 through touch screen invoicing in )estaurant Pro (-press0 You /i## !e prompte7 to enter the start 7ate an7 the en7 7ate o2 the 7esire7 range0 "o access this screen, se#ect C of 0eople Served 2rom the Reporting Screen

Server Tips
"his report #ists a## o2 the server tips 2or cre7it car7 purchases 7uring a speci2ie7 time range0 "he report #ists the 1erver *:, :ate, "ime, *nvoice R, an7 "ip Amount an7 is sorte7 !y 1erver *:0 "o vie/ this report, se#ect Server Tips 2rom the Reporting Screen 0

In"redients 3 Theoretical Usa"e

"his report 7isp#ays the amount o2 ingre7ients that shou#7 have !een use7 !ase7 on sa#es0 "he #ist o2 ingre7ients is !ro9en 7o/n !y 7ate an7 7epartment0 "his a##o/s you to chec9 /hat shou#7 have !een use7 versus /hat actua##y /as use7 to ma9e sure no ingre7ients /ere /aste7 or sto#en0 "o vie/ this report, se#ect Ingredients H Theoretical 3sage 2rom the Reporting Screen an7 enter the 7esire7 7ate range an7 7epartments0

Chapter ,% )eports

Rental Reports
.ate Rentals
"his report #ists renta#s that are current#y over7ue0 "o print this report, se#ect =ate Rentals 2rom the Reporting Screen 0

Currently Rented
"his report #ists items that are current#y rente70 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% *tem Num!er an7 *tem Name, as /e## as the Customer Num!er, Customer Name, an7 Phone Num!er o2 the customer current#y renting the item0 "o vie/ this report, se#ect Currently Rented 2rom the Reporting Screen0

In Store
"his report #ists renta# items that are current#y in the store0 "he 2o##o/ing in2ormation is 7isp#aye7 in the report% *tem Num!er an7 *tem Name, as /e## as the Customer Num!er, Customer Name, an7 Phone Num!er o2 the #ast customer to rent the item0 "o vie/ this report, se#ect * n Store 2rom the Reporting Screen0

History

"his 2unction 7isp#ays the renta# history o2 a renta# item0 "he top gri7 contains the 2o##o/ing in2ormation% :ate the item /as rente7, *nvoice Num!er, Customer Num!er that rente7 the item, an7 Price0 "he !ottom gri7 contains the 2o##o/ing in2ormation% *tem Num!er, "ota# Num!er o2 times that the item has !een rente7, an7 the tota# amount o2 money 2rom the renta# Knot inc#u7ing ta-L0 "o vie/ this screen, se#ect +istory 2rom the Reporting Screen 0 C#ic9 on Select or press :A=THS9 then enter the item num!er0 C#ic9 on $,it or press :A=THD9 to e-it the Rental +istory screen0

Sample Report

"he a!ove is a samp#e Cash )egister (-press report0 At the top o2 each report vie/ screen there are severa# comman7 !uttons /ith speci2ic 2unctions% 3se these !uttons to go to the 2irst an7 #ast pages o2 the 7isp#aye7 report0 3se these !uttons to the previous or ne-t page o2 the 7isp#aye7 report0 C#ic9 on this !utton to print the current report0 You may print the /ho#e report or a se#ection o2 pages0 C#ic9 on this !utton to e-port your report to another program0 "he 2o##o/ing are your choices o2 2ormat% ;otus 1-2- sprea7sheet, (-ce# sprea7sheet, 4or7 2or 4in7o/s, Crysta# )eports, :ata *nterchange $ormat, H"';, )ecor7 1ty#e, character-separate7 va#ues, comma-separate7 va#ues, paginate7 te-t, rich te-t 2ormat, te-t, ta!-separate7 va#ues, an7 ta!-separate7 te-t0 You must save the e-port 2i#e as a 7is9 2i#e K7e2au#tL or 'icroso2t 'ai# K'AP*L0

Chapter @: Cash Register Express Tools

Tools ;enu
#odern

Traditional

"he Tools menu contains severa# too#s to use /ith Cash )egister (-press0 "o access this menu, c#ic9 on Tools in the &ptions Screen K'o7ernL or on the Invoice Screen Menu ;ar K"ra7itiona#L0

ASCII Trans&er
Import Inventory

Import Inventory a##o/s you to import 7e#imite7 or non-7e#imite7 te-t0 "he te-t must in the 2o##o/ing or7er% *tem Name, *tem Num!er, Cost, *n 1toc9, Price, :epartment, an7 )etai# Price0 You are a#so a##o/e7 to se#ect a 7e2au#t ta- rate 2or a## the items !eing importe70 "o import te-t, se#ect ASCII Transfer 2rom the Tools menu0 1peci2y the 7ata 2ormat K@enera# 2or genera# imports, CertCo @rocery :istri!utors i2 your grocery store uses this 2ormatL0 "o use a 7e#imiter, c#ic9 on the !o- ne-t to *elimiter 3sed or press :A=T)*90 Choose either Replace in Stock or Add to In Stock !y c#ic9ing on the appropriate circ#e or pressing :A=THR9 2or rep#ace or :A=THA9 2or a770 C#ic9 on Import or press :A=THI9 to import the te-t0 You /i## !e prompte7 to choose a ta- rate an7 to choose your import 2i#e0

E0port Inventory

$,port Inventory a##o/s you to e-port invoice in2ormation to another program0 (nter a start 7ate an7 an en7 7ate 2or the invoices you /ou#7 #i9e to e-port, then choose to e-port either a## invoices or payment or on#y those invoices or payments that haven?t yet !een e-porte70 C#ic9 on $,port or press VA=TH$T to e-port the se#ecte7 invoice in2ormation0

Chapter 6% Cash )egister (-press "oo#s

Import Account Ad8ustments

Import Account AdS a##o/s you to import customer account !a#ances an7 !a#ance a7Justments 2rom another program0 Choose &ver"rite to over/rite the current account !a#ance in2ormation /ith the importe7 in2ormation, or you can choose AdSust to a7Just the current account !a#ance in2ormation !ase7 on the importe7 in2ormation0 C#ic9 on Import or press VA=THIT to import the customer !a#ance in2ormation0

.abor Scheduler

=a%or Scheduling a##o/s you to create /or9 sche7u#es 2or your emp#oyees in C)(0

Schedule
"o sche7u#e an emp#oyee% 1e#ect a 7ay !y c#ic9ing on a 7ay on the ca#en7ar0 C#ic9 on Schedule or press :A=T)S90 (nter the 7esire7 in2ormation then c#ic9 on *one or press :A=T)*90

Unschedule
"o unsche7u#e an emp#oyee% C#ic9 on the event that you /ish to cance#0 C#ic9 on 3nschedule or press :A=TH39 to unsche7u#e the emp#oyee0

,ie) Schedule
"o vie/ a 7ay?s sche7u#e% 1e#ect a 7ay !y c#ic9ing on a 7ay on the ca#en7ar0 Choose /hich sche7u#es to 7isp#ay, either $mployees in *epartment or Specific $mployee0 1e#ect A== to 7isp#ay a## emp#oyees in a## 7epartments, or se#ect a speci2ic 7epartment or emp#oyee to 7isp#ay0 "he (mp#oyee *:, 1tart "ime, (n7 "ime, an7 Hour.'in 2or the se#ecte7 emp#oyees /i## appear in the gri70

Chapter 6% Cash )egister (-press "oo#s

%alm Invoicin"
0alm Invoicing a##o/s 2or remote invoicing0 You can 7o invoicing a/ay 2rom a computer an7 then trans2er 7ata to the main 7ata!ase at a #ater time0 "o use this 2unction, se#ect 0alm Invoicing 2rom the Tools Menu0

.oad Current %alm Invoice

"his 2unction a##o/s sa#esman to 7o invoicing on the go /ith their Pa#m Pi#ot an7 trans2er a## their invoices to C)( 200 /hen they return0 "o use this 2unction, se#ect =oad Current 0alm Invoice K'o7ernL or =oad Current 0alm 0ilot Invoice K"ra7itiona#L in the Tools Menu0

Send Inventory to %ocket Re"

"his 2unction a##o/s you to import your inventory onto a Pa#m Pi#ot0 "o use this 2unction, se#ect Send Inventory to 0alm K'o7ernL or Send Inventory to 0alm 0ilot K"ra7itiona#L in the Tools Menu0

Send Customers to %ocket Re"

"his 2unction a##o/s you to import your customers an7 cashier *:s to a Pa#m Pi#ot0 "o use this 2unction, se#ect Send Cust'Cashier to 0alm K'o7ernL or Send Customers F Cashiers to 0alm 0ilot K"ra7itiona#L in the Tools Menu0

(a"e Calculator

Wage Calculator a##o/s you to ca#cu#ate an emp#oyee?s /ages 2or a speci2ie7 range o2 7ates !ase7 on the hour#y /age entere7 in $mployee Maintenance 0 "o ca#cu#ate an emp#oyee?s /ages, se#ect Wage Calculator 2rom the Tools Menu, se#ect the emp#oyee, enter the ta- rate an7 range o2 7ates, then c#ic9 on Calculate or press :A=T)C90 C#ic9 on $,it or press :A=T)D9 to e-it /ithout ca#cu#ating /ages0

+uickBooks Sales Totals %ass

"he >uick;ooks Sales Interface a##o/s you to pass sa#es an7 ta- tota#s to Auic98oo9s0 A separate pass 2i#e is generate7 2or each 7ay or range o2 7ays se#ecte70 "o access this screen, se#ect >uick ;ooks Sales 0ass 2rom the Tools menu K'o7ernL or >uick ;ooks Sales Totals 0ass 2rom the Sales Information menu K"ra7itiona#L0 You must 7e2ine your Auic98oo9s accounts an7 names through >uick ;ooks Setup in the Setup menu prior to creating your Auic98oo9s import 2i#es0 History o2 each 7ay?s sa#es an7 ta- tota#s passe7 is maintaine7 2or your revie/0 *mport 2i#es are p#ace7 in your C)(2000 7irectory as an .II8 2i#e0 "hese 2i#es may !e 7e#ete7 once you have importe7 them to Auic98oo9s0

History 3 Sales Totals %assed to +uick Books

"his gri7 7isp#ays the Auic98oo9s import 2i#es that have !een create70 *ate# "his is the 7ate that the import 2i#e /as create70 >; 8ile !ame# "his is the #ocation an7 name o2 the import 2i#e0 CR$ 3ndep. 8unds# "his is the amount o2 un7eposite7 2un7s0 CR$ Sales Income# "his is the amount passe7 to 1a#es *ncome0 CR$ Sales Ta,# "his is the amount passe7 to 1a#es "a-0

Chapter 6% Cash )egister (-press "oo#s

%ass Sales Totals

*ate# "his is the 7ate that the C)( 1a#es an7 "a- /ere accumu#ate7 2or the *mport $i#e0 CR$ Sales Income# "his is the amount that /i## !e passe7 to 1a#es *ncome0 CR$ Sales Ta,# "his is the amount that /i## !e passe7 to 1a#es "a-0 CR$ C&@S)Info &nly# "his is the Cost o2 @oo7s 1o#7 2or this 7ay?s sa#es0 *t is an in2ormation on#y 2ie#7 an7 is not passe7 to Auic98oo9s0 Start *ate# "his is the !eginning 7ate 2or /hich you /ish to create sa#es tota# import 2i#es0 $nd *ate# "his is the en7 7ate 2or /hich you /ish to create tota# import 2i#es0

Control Buttons
Select# "his !utton se#ects sa#es in2ormation 2or the speci2ie7 7ate range an7 p#aces this in2ormation in the Pass "ota#s gri70 Create >uick;ooks 8ile# "his !utton creates a separate import 2i#e 2or each pass 2i#e in the Pass 1a#e "ota#s gri70 "hese 2i#es are store7 in the C)( 7irectory as an 0**$ 2i#e0 "his a#so creates a history recor7 in7icating that a 2i#e /as create7 on this 7ate0 !&T$# C)( uses the 2o##o/ing notation 2or naming Auic98oo9s 2i#es% >;: ddmmyy9.II80 *2 the speci2ie7 7ate range /ere 1eptem!er 1, 199& through 1eptem!er , 199&, C)( /ou#7 create three 2i#es% A801099&0**$, A802099&0**$, an7 A80 099&0**$0 Cancel# "his !utton c#ears the Pass 1a#es "ota#s gri70 Invoke >uick;ooks# "his !utton #oa7s Auic98oo9s so you can import the 2i#es create70 $,it# "his !utton e-its the Auic98oo9s *nter2ace screen0 "o create a Auic98oo9s 2i#e% (nter the Start *ate an7 the $nd *ate o2 the 7esire7 range0 C#ic9 on Select or press :A=THS9 to p#ace an entry in the 0ass Sales Totals gri7 2or each 7ay in the speci2ie7 range0 C#ic9 on Create >uick;ooks 8ile or press :A=TH;9 to create a Auic98oo9s 2i#e 2or each 7ay in the speci2ie7 range0 You can veri2y that the 2i#e /as create7 in the +istory H Sales Totals 0assed to >uick;ooks gri70 !&T$# $very >uick;ooks file that you create "ill %e stored in the +istory grid for reference purposes.

Scheduler

Scheduler a##o/s you to sche7u#e events un7er 7i22erent Cashier *:s0 Scheduler 2rom the Tools menu0

"o use this 2unction, se#ect

Select Speci&ic Date

1e#ect this option to move to a speci2ic 7ate on the ca#en7ar K(-amp#e% +.2.01 2or Mu#y 2, 2001L

Chapter 6% Cash )egister (-press "oo#s

Schedule Event
"o sche7u#e an event% 1e#ect a 7ay !y either c#ic9ing on a 7ay on the ca#en7ar or se#ecting a 7ate using Select Specific *ate0 1e#ect the start time o2 the event !y c#ic9ing on the appropriate !o- un7er the 7esire7 Cashier *:0

C#ic9 on Schedule $vent or press :A=THS90 "his screen /i## appear0

1e#ect a customer !y c#ic9ing on S or !y pressing :A=THS90 "hen enter the correct en7 time o2 the event an7 7escription0 C#ic9 on & or press :A=TH&9 to sche7u#e the event or c#ic9 on Cancel or press :A=T)C9 to e-it the screen /ithout sche7u#ing an event0

Unschedule Event
"o unsche7u#e an event% C#ic9 on the event that you /ish to cance# or use the arro/s to high#ight the 7esire7 event0 C#ic9 on 3nschedule $vent or press :A=TH39 to unsche7u#e the event0

#ass Unschedule
Mass 3nschedule unsche7u#es a## past sche7u#e7 events0 "o 7o this, c#ic9 on Mass 3nschedule or press :A=T H M90

Communicate )ith Host

"his 2unction a##o/s you to automatica##y e-mai# invoice e-port 2i#es create7 through the A1C** "rans2er screen to the a77ress speci2ie7 in the Internet 8eatures ta! o2 the Setup Screen 0 "o access this 2unction, se#ect Communicate "ith +ost K'o7ernL or Send to +ost K"ra7itiona#L 2rom the Tools Menu0 C#ic9 on Send !o" or press :A=T)S9 to sen7 a 2i#e imme7iate#y0 "o sen7 the 2i#e at a #ater time, c#ic9 on $,port Information At, enter the 7esire7 time 2or trans2er, then c#ic9 on Activate Timer or press :A=T)A90 You can a#so choose to import a 2i#e into C)( !y c#ic9ing on Import Manually or pressing :A=T)I90 You /i## !e prompte7 to se#ect your import 2i#e0

Chapter 6% Cash )egister (-press "oo#s

,endor %ayouts

"his 2unction a##o/s you to pay ven7ors on the 2#y /ith cash 2rom the cash 7ra/er /hen they 7e#iver shipments to your store0 C)( /i## 7e7uct the amount pai7 2rom cash in the :etai#e7 :ai#y )eport K::)L0 You can a#so choose to #ist ven7or payouts in the ::) Ksee Chapter 6# Reports# Reporting Screen# Sales Reports# 0rint *etailed *aily Report 2or more in2ormationL0 "o use this 2unction, se#ect 7endor 0ayouts 2rom the Tools menu0

Serial /umber Trackin"

"his 2unction a##o/s you to trac9 a seria# num!er 2or an item that /as purchase70 "o trac9 a seria# num!er, se#ect Serial !um%er Tracking 2rom the Tools menu, c#ic9 on Track? enter the seria# num!er, then c#ic9 on & or press :$!T$R90 "he seria# num!er /i## appear, as /e## as the associate7 item num!er, item name, price, invoice num!er, 7ate that the invoice /as processe7, an7 the customer /ho purchase7 the item0 *2 the seria# num!er has !een use7 more than once, you can use !e,t an7 0revious to trac9 a## the occurrences o2 that seria# num!er unti# the correct one is 7isp#aye70

Send #ass E1#ail

"his 2unction a##o/s you to e-mai# in2ormation - such as 7etai#s a!out sa#es, ne/ pro7ucts, or ne/s#etters I to a## o2 your customers0 You must have a /or9ing e-mai# account set up in 4in7o/s Ksuch as through 'icroso2t <ut#oo9 or <ut#oo9 (-pressL to use this 2eature0 "o use this 2unction, se#ect Send Mass $)mail 2rom the Tools menu0

Inventory Track E0press

*nventory "rac9 (-press a##o/s you to ta9e an inventory /ith your Pa#m Pi#ot an7 Poc9et *nventory Ka program so#7 separate#y !y PC America 2or your Pa#m Pi#otL0 3se this 2unction to import the in2ormation 2rom the Pa#m Pi#ot an7 up7ate your C)( 7ata0 "o access this 2eature, se#ect *nventory "rac9 (-press 2rom the "oo#s menu0

Chapter 6% Cash )egister (-press "oo#s

Administrative ;enu

$or more in2ormation on Inventory Maintenance , *epartment Maintenance , it Maintenance , 7endor Maintenance , Styles Matri,, $,press Input, 0urchase &rders, an7 ;ack &rders, see Chapter 2% *nventory Contro#0 $or more in2ormation on Customer Maintenance , see Chapter % Customer Contro#0 $or more in2ormation on Reporting, see Chapter ,% )eports0

Time Clock #ana"ement

"ime C#oc9 'anagement a##o/s you to vie/ an7 mo7i2y c#oc9 in an7 c#oc9 out times 2or emp#oyees0 "o vie/ this screen, se#ect Time Clock Management 2rom the Administrative menu on the &ptions Screen K'o7ernL . You can either vie/ a## emp#oyees or se#ect in7ivi7ua# emp#oyees 2rom the pu## 7o/n menu0 You can a#so mo7i2y 2or /hich 7ates you /ou#7 #i9e to 7isp#ay times0 "o mo7i2y an emp#oyee?s c#oc9 in or c#oc9 out time, c#ic9 on the 7esire7 2ie#7 an7 enter the ne/ in2ormation0 C#ic9 on $,it or press :A=T H D9 to #eave the screen an7 save your changes0 Reprint Shift Report# C#ic9 on this !utton to reprint an emp#oyee?s shi2t report0 "his sho/s the emp#oyee?s 7ai#y sa#es an7 activity0 *elete Clock)&ut# C#ic9 on this !utton to 7e#ete the c#oc9-out entry 2or the se#ecte7 entry0 *elete $ntry# C#ic9 on this !utton to 7e#ete the se#ecte7 entry0

Chapter 6% Cash )egister (-press "oo#s

Credit Card Settlement

"his 2unction a##o/s you to app#y tips to a cre7it car7 invoice a2ter it has !een c#ose70 "o access this 2unction, se#ect Credit Card Settlement 2rom the Administrative menu on the &ptions Screen 0 "o a77 a tip onto a customer?s cre7it car7, c#ic9 on Add Tip or press :A=T)A90 You /i## !e prompte7 to enter the invoice num!er an7 the tip amount0 C#ic9 on Settle or press :A=T)S9 to have *C >eri2y sett#e a## charges /ith tips0 C#ic9 on Report to print a report o2 a## the charges !eing sett#e7 Ki0e0 a## the cre7it charges that have !een processe7L0 You must have *C >eri2y insta##e7 on your system to use this 2unction0 $or more in2ormation on using *C >eri2y /ith C)(, see Chapter O# 3sing IC 7erify "ith Cash Register $,press.

Customer Item %rices

"his 2unction a##o/s you to speci2y 7i22erent prices on items 2or in7ivi7ua# customers0 "o access this option, se#ect Customer Items 0rices 2rom the Administrative menu on the &ptions screen0 "o create a speci2ic price 2or an item 2or a customer% C#ic9 on Select Customer an7 then enter the 7esire7 Customer Num!er0 C#ic9 on Add 0rice , enter the 7esire7 specia# price 2or the customer, an7 press $nter0 You /i## !e prompte7 to enter the item num!er 2or the item /hose price you Just speci2ie70 (ach item that is a77e7 /i## appear in the gri70

You can a#so choose to se#ect an item an7 price an7 then a77 customers0 "o 7o this, you /ou#7 c#ic9 on *isplay Customer Specific 0rices for Specified Item, c#ic9 on Select Item, c#ic9 on Add 0rice , an7 then enter the 7esire7 customer num!er0 "o remove a speci2ic price 2or a customer, c#ic9 on the 7esire7 price an7 then c#ic9 on Remove 0rice0

Chapter 6% Cash )egister (-press "oo#s

$lobal %rice Chan"es

@#o!a# Price Changes gives you a Huic9 /ay to put groups o2 items on sa#e, as oppose7 to entering sa#e prices an7 7ates one !y one in inventory maintenance0 1a#es automatica##y ta9e e22ect on the speci2ie7 start 7ate an7 en7 7ate so cashiers 7o not have to ma9e manua# mar97o/ns0 "his 2eature is protecte7 !y the $dit Inventory permission in $mployee Maintenance 0 "o access this option, se#ect @lo%al Special 0ricing 2rom the Administrative menu on the &ptions screen0 Changes can !e app#ie7 to% All Items# Put every item in your 7ata!ase on sa#e0 Items in *epartment# Put every item in the se#ecte7 7epartment on sa#e0 Selected Items# P#ace unre#ate7 items on sa#e0 A2ter se#ecting the items, you can choose to% 0rice Change# (nter the ne/ price 2or a## o2 the items in the #ist0 "his a##o/s you to change the price 2or many items Huic9#y0 Set Sale 0rice# (nter the sa#e price to charge 2or each item in the #ist0 Apply DR *iscount# )e7uce the price o2 the items in the #ist !y a speci2ie7 percentage0

#i0 9/ #atch %ricin"

"his 2eature a##o/s you to set up price groups so that customers can automatica##y receive a 7iscount 2or purchasing a mi-ture o2 7i22erent items0 $or e-amp#e, you can set up a F1o7a :iscountG /here ,0 cents is automatica##y 7iscounte7 i2 a customer !uys or more o2 any variety o2 so7a0 'i- PN 'atch groups can have a start an7 en7 7ate so you can set up sa#es in a7vance an7 have them activate automatica##y0 "o use this option, 'i- PN 'atch must !e ena!#e7 in the Invoice Settings ta! o2 the Setup Screen0 "o access this 2eature, se#ect Mi, V! Match 0ricing 2rom the Administrative menu on the &ptions screen0

Chapter A: Using "C <erif or 4C Charge *ith Cash Register Express

Setting Up "C <erif for 7(S in #indo*s B+ or B0 to *or! *ith Cash Register Express
10 C#ic9 on the Start !utton an7 se#ect Run0 "ype command to go to the :<1 prompt0 20 "ype C*2 at the :<1 prompt to go to the root 7irectory K C#2L0 "ype M*2M3=TI to create a 7irectory ca##e7 C#2M3=TI0

"ype C*2IC7$RI8Y to re#ocate to the *C>eri2y 7irectory0 "ype IC7erify to run *C>eri2y, then test the program !y running a cre7it car7 through *C>eri2y0 "est *C>eri2y /ithout Cash )egister (-press running to !e sure that the program is running proper#y !y itse#20

!&T$# If there are pro%lems running IC7erify in *&S? IC7erify "ill not "ork properly "ith Cash Register $,press. 0 "ype e,it to e-it 2rom the :<1 prompt an7 return to 4in7o/s0

Create a shortcut 2or *C>eri2y on the 4in7o/s :es9top0 )ight c#ic9 on the 7es9top to 7isp#ay a menu o2 options 2or the 7es9top0

1e#ect !e" then se#ect Shortcut0

$or the comman7 #ine, type c#2icverify2icverify.e,e 'n'o'm c#2multi , then c#ic9 on !e,t0

40

;aunch Cash )egister (-press0 At the ;ogin 1creen, c#ic9 on Setup then se#ect Setup 8ile =ocations0 You /i## !e as9e7 to enter the 7rives that the C)( 7ata!ase, 4in7o/s, an7 *C >eri2y are on0 8e sure that the 7rive speci2ie7 2or *C >eri2y is the same as the one the *C >eri2y is actua##y on0 ;aunch *C >eri2y in 4in7o/s then #aunch Cash )egister (-press0 "est that *C >eri2y /or9s /ith C)( !y processing a cre7it car7 transaction0

Chapter +% 3sing *C >eri2y /ith Cash )egister (-press

Setting Up "C <erif for #indo*s to *or! *ith Cash Register Express
10 ;oa7 the *C >eri2y 1etup program0 20 0 C#ic9 on Start, an7 then se#ect 0rograms, IC 7erify for Windo"s then IC 7erify Setup0

C#ic9 on Merchant Information an7 ma9e sure that $valuate Rsp is set to PY? 2or short response0 1ave the changes, then e-it0 ;oa7 the *C >eri2y 'u#ti 3ser Processor0 C#ic9 on Start then se#ect 0rograms, IC 7erify for Windo"s then IC 7erify Multi 3ser 0 'a9e sure that the ReEuest *irectory is set to C#2M3=TI0

4 40 C#ic9 on InitialiAe an7 /ait 2or *C >eri2y to report *== Successfully InitialiAed 0 )un Cash Register $,press /ithout e-iting the IC 7erify Multi 3ser 8ile 0rocessor 0 Cash )egister (-press is no/ rea7y to /or9 /ith *C >eri2y0

Setting Up 4C Charge to *or! *ith Cash Register Express

8e2ore inter2acing Cash )egister (-press /ith PC Charge, you must have PC Charge programme7 an7 a!#e to process cre7it car7s !y itse#20 Cash )egister (-press /or9 /ith PC Charge Payment 1erver0

B1 <pen the PC Charge Payment 1erver an7 7ou!#e c#ic9 on the icon on the !ottom right area Knear the c#oc9L o2 your tas9!ar0 C#ic9 <= to get the main program running0 ;oo9 on the !ottom o2 the screen in the 7rop 7o/n menu an7 /rite 7o/n the merchant num!er Kyou /i## have to program that into C)(L0

(1 <nce that is 7one, minimi5e PC Charge so it is sti## running in the !ac9groun70 /1 @o into the C)( *nvoice screen0 C#ic9 <ptions, then 1etup, then 1etup 1creen, then the CC Processing ta!0

G1 Choose PC Charge 61 "ype in the #ocation o2 the Active-Charge 2o#7er in the Cre7it Car7 Processing :rive area0 *2 you insta##e7 PC Charge in its 7e2au#t #ocation, then you shou#7 type%

Chapter +% 3sing *C >eri2y /ith Cash )egister (-press

C%Yprogram 2i#esYactive-charge A#ternative#y, you can 2in7 the #ocation !y !ro/sing through you 4in7o/s 1tart 'enu to the PC Charge Program 2o#7er an7 then right-c#ic9ing on the PC Charge program, an7 then #e2t-c#ic9ing on Properties0 *nsi7e the properties, ta9e note o2 /hat the target #ocation says0 "his is /here your PC Charge program is #ocate70 K1 *n the Processing Company 7rop 7o/n menu, choose the cre7it car7 processor you signe7 up /ith Ki0e0 >isa - >ita#.>isaNetL O1 *n the 'erchant Num!er 2ie#7, type in the num!er you copie7 2rom PC Charge Payment 1erver0 L1 C#ic9 3p7ate an7 no/ you shou#7 !e rea7y to 7o cre7it car7 transactions0 )('('8()ZZZ You must have PC Charge running in the !ac9groun70 You 7o not have to go into the actua# @3* Kuser inter2aceL, !ut as #ong as you see that PC Charge icon in your tas9 !ar on the !ottom right o2 the screen, you shou#7 !e o90

Settin" up /et)orked Stations to use %C Char"e

A2ter correct#y mapping your computers to a server to use a C)( 7ata!ase, you can a#so set them up to use the PC Charge program that is insta##e7 on that server0 B1 Chec9 your computer to see /hat the mappe7 7rive #etter o2 the 1erver is0 @o to 'y Computer in the 1tart 'enu an7 #oo9 2or Net/or9 :rives, you shou#7 see a #etter #i9e F1% C on 1erverG Kor /hatever you mappe7 toL0 (1 Provi7e7 your 7rive is mappe7 to the C% 7rive o2 the 1erver, you can use the same #ocation that is speci2ie7 in C)( on the server 2or PC Charge, Just change the 7rive #etter to that o2 your mappe7 7rive0 1o i2 the #ocation on the server is C%Yprogram 2i#esYactive-charge, the #ocation on your net/or9e7 computer /ou#7 !e 1%Yprogram 2i#esYactive-charge0 /1 "he rest o2 the setup in2ormation in the CC Processing section o2 the 1etup 1creen a#so nee7s to !e 2i##e7 in0 i0e0 I Cre7it Car7 Processor an7 'erchant Num!er0 G1 C#ic9 up7ate to save the Cre7it Car7 setup in2ormation0 C)( shou#7 no/ !e a!#e to process cre7it car7s through PC Charge on the server0

Chapter 0: Restaurant 4ro Express

8og9"n Screen

"he 2irst screen that appears /hen you run )estaurant Pro (-press is the main ;og-*n 1creen0 "o #og in to )P(, type in your server *:, then press :$!T$R9 or c#ic9 on $nter0 "o #og in as the a7ministrator, type in the a7ministrator pass/or7 un7er any Cashier *:0 You may on#y #ogin un7er Cashier *:s i2 they have !een manua##y a77e7 through the 8ile menu0 "his option is ena!#e7 in !oth the sing#e an7 mu#tiuser versions0 "he mu#ti-user version o2 )P( a##o/s 2or mu#tip#e stations0 4hen #ogging in, enter in your station *: as /e## as your cashier *: an7 pass/or70 You may on#y change 1tation *:s i2 you have a registere7 mu#ti-user version o2 C)( an7 you have manua##y a77e7 in the 1tation *: through Add Station in the 8ile menu0

:ile ;enu

A## o2 the 2unctions #iste7 in the )estaurant Pro (-press $i#e menu have the same 2unctiona#ity in Cash )egister (-press0 $or more in2ormation on the 2unction #iste7 in this menu, see Chapter B# Setting 3p Cash Register $,press# 8ile Menu%

Chapter &% )estaurant Pro (-press

Table Selection
*2 you are a 2ine 7ining restaurant, you may choose 2rom three 7i22erent metho7s o2 se#ecting ta!#es 2rom the 1etup 1creen0 "o choose a ta!#e se#ection metho7% C#ic9 on Setup Screen in the 8ile Menu o2 the =og In Screen 0 C#ic9 on the Restaurant 8eatures ta!0 Choose your ta!#e se#ection metho7 Kmanua# entry, #ayout, or 7iagramL0

#anual Table Selection

A2ter #ogging in, this #ogin screen /i## appear0 Here you can se#ect the ta!#e /hose or7er you are current#y entering0 "o se#ect a ta!#e, enter your server *: an7 the 7esire7 ta!#e num!er then c#ic9 on Select 0 "o 7isp#ay #etters instea7 o2 num!ers, c#ic9 on =etters0 C#ic9 on *elete to remove the #ast character entere70 C#ic9 on Clear to return to the main #ogin screen0 "his is a#so the screen /here emp#oyees c#oc9-in an7 c#oc9-out0 C#ic9 on Time Clock to c#oc9 in or c#oc9 out 2or your shi2t0 You /i## !e prompte7 to enter your pass/or7 an7 Cashier *:0 $or more in2ormation on this 2unction, see Chapter G# Creating Invoices# Cashier 8unctions0

Chapter &% )estaurant Pro (-press

.ayout Table Selection

"he =ayout Ta%le Selection screen a##o/s you to se#ect 2rom a set num!er o2 avai#a!#e ta!#es0 "he 7e2au#t setting 2or each or7er is a "o 1tay or7er0 *2 you se#ect the "o @o.:e#ivery choice, you /i## !e ta9en to a ne/ ta!#e #ayout screen starting /ith "a!#e 6000 "his is so that you can 7i22erentiate your to stay an7 to go or7ers0 8uttons that are sho/n in @reen 7enote a ta!#e that has !een opene7 !y the current server /ho #ogge7 in0 8uttons that are in Yello" sho/ ta!#es that have !een opene7 !y another user0 *2 a !utton is red, that means the ta!#e is current#y !eing e7ite70

Table Dia"ram Selection Screen

"he Ta%le *iagram screen a##o/s you to customi5e the #ayout o2 the ta!#es in your restaurant0 C#ic9 $dit =ayout to create your 7iagram0 You may se#ect 2rom sHuare, rectang#e or circu#ar ta!#es0 "hen you may c#ic9 an7 7rag the ta!#es to any #ocation on the screen0 You may a#so choose any num!er o2 #ocations, such as main 7ining room or patio0 @reen ta!#es are those that have !een opene7 !y the current server *:0 )ed ta!#es are those opene7 !y another server *:0 Clear ta!#es are current#y avai#a!#e0 You may a#so choose /hether the or7er is 2or Takeout, *elivery or &pen Ta%s0 Takeout% 4hen you se#ect this option you /i## may open an or7er, an7 speci2y /ho it is 2or !y typing a customer?s name to represent the or7er0 (ach time you go into the "a9eout screen, you /i## see the open "a9out or7ers as i2 they /ere #i9e ta!#es in the main :iagram screen0 A## 9itchen printouts /i## 7isp#ay [[[ "o @o [[[ on it *elivery# 4hen you se#ect *elivery, you /i## imme7iate#y !e ta9en to the Customer 1e#ection screen to a77 an e-isting customer to the invoice0 *2 the customer 7oes not e-ist, you may press the A77 !utton to a77 the customer, then se#ect them 2or the current invoice0 "his screen /i## a#so 7isp#ay a## open invoices unti# they are c#ose70 A## 9itchen printouts /i## 7isp#ay [[[ :e#ivery [[[ on it0 &pen Ta%s% 4hen you se#ect &pen Ta%s, you /i## !e a!#e to open a ta! 2or a customer0 You /i## !e prompte7 to enter a name 2or the ta! Kmuch #i9e "a9eoutL0 (ach time you enter the <pen "a!s screen, you /i## see a## open ta!s unti# they have !een processe70

Chapter &% )estaurant Pro (-press

"nvoice Screen

"he *nvoice 1creen is /here a## o2 your 7ai#y invoicing /i## !e 7one0 A7ministration tas9s such as Reports? Accounts Receiva%le? 0urchase &rders? an7 Inventory Control are per2orme7 in 7i22erent screens0 1e#ect 7ie" &ptions Screen 2rom the 8ile menu in the =og)In screen or c#ic9 on the <ptions !utton in the *nvoice 1creen to access these 2unctions0 $urther e-p#anations on these 2unctions can !e 2oun7 in ear#ier chapters0 8e2ore you !egin processing invoices, you must manua##y enter your inventory items into )P(0 You may /ant to enter Just a 2e/ items at 2irst so you can get a 2ee# o2 ho/ the program /or9s, an7 then progressive#y a77 more items0 )e2er to Chapter (# Inventory Control 2or more in2ormation on a77ing inventory items0 !&T$# 8or Restaurant 0ro $,press? all items M3ST %e entered into a department to appear on the Invoice Screen.

7issecting the "nvoice Screen

Totals

)unning tota#s are 9ept 2or the current invoice0 (ach time you a77 a ne/ inventory item to the invoice, the tota#s portion is up7ate70 *2 you are using a po#e 7isp#ay, that /i## !e up7ate7 as /e##0 "he top num!er is the @rand Total. "his #ine 7isp#ays the invoice tota# a2ter ta-es0 "he secon7 #ine is the Ta, Amount0 "his #ine 7isp#ays the tota# amount o2 ta- 2or the entire invoice0

Invoice $rid

"he *nvoice @ri7 sho/s a## o2 the items in the current invoice0 "he 2irst co#umn sho/s the item 7escription0 "he secon7 co#umn in7icates the Huantity o2 that item, an7 the thir7 co#umn in7icates the tota# price 2or that #ine0 3se the arro/s on the si7e o2 the gri7 to scro## up an7 7o/n0 "he se#ecte7 #ine o2 the invoice is high#ighte7 !#ue0 "o se#ect a #ine, c#ic9 on it /ith the mouse or use the arro/s !e#o/ to move the high#ighte7 cursor0

Chapter &% )estaurant Pro (-press

Departments

A## o2 the 7epartments are #iste7 in a#pha!etica# or7er on the #e2t si7e o2 the screen0 3p to seven 7epartments can !e 7isp#aye7 on the screen at one time0 3se the correspon7ing 0rev an7 !e,t !uttons to scro## up an7 7o/n through the #ist o2 7epartments0 "o se#ect a 7epartment, press the 7esire7 !utton0 <nce the 7epartment is se#ecte7, a re7 !o- /i## appear ne-t to the se#ecte7 7epartment an7 a## the items in that 7epartment /i## appear on the screen0

Items

<nce a 7epartment has !een se#ecte7, a## o2 the items in it /i## !e 7isp#aye70 3p to t/enty-one items can !e 7isp#aye7 on the screen at one time0 3se the correspon7ing 0rev an7 !e,t !uttons to scro## #e2t an7 right through the #ist o2 items0

"o se#ect an item, press the 7esire7 !utton0 <nce an item has !een se#ecte7, it /i## appear on the *nvoice @ri70 !&T$# "o enter a mu#tip#e Huantity 2or an item, you must press the C !utton an7 enter the appropriate Huantity ;$8&R$ se#ecting the item0 $or more in2ormation on the C !utton, see the 2o##o/ing section0

Chapter &% )estaurant Pro (-press

Additional Invoice Screen Buttons

*elete# C#ic9 on this !utton to 7e#ete a #ine 2rom the current invoice0 "o 7e#ete a #ine, use 0rev an7 !e,t to high#ight the 7esire7 #ine, then c#ic9 on the *elete !utton0 You /i## !e prompte7 to enter the a7ministrator pass/or7 !e2ore !eing a!#e to 7e#ete a #ine0 =ine *iscount# C#ic9 on this !utton to 7iscount a #ine in the current invoice0 "o 7iscount a #ine, use 0rev an7 !e,t to high#ight the 7esire7 #ine, then c#ic9 on the =ine *iscount !utton0 (nter the percentage Knot the 7ecima# va#ueL to !e 7iscounte7 then press & to app#y the 7iscount0 *2 you ma9e a mista9e, you may press Clear to re-enter a percentage or press Cancel to e-it the screen /ithout app#ying a 7iscount0 >uantity# C#ic9 on this !utton to enter a mu#tip#e Huantity 2or an item0 (nter the 7esire7 Huantity then press & 0 *2 you ma9e a mista9e, you may press Clear to re-enter an amount or press Cancel to e-it /ithout choosing a Huantity0 <nce the Huantity has !een entere7, se#ect the 7esire7 item0 !&T$# You must enter the appropriate Euantity ;$8&R$ selecting the item0 $,tra Item# C#ic9 on this !utton to a77 a non-inventory item to the invoice0 (nter the 7o##ar amount o2 the non-inventory item then press & to a77 the item to the invoice0 *2 you ma9e a mista9e, you may press Clear to re-enter an amount or press Cancel to e-it the screen /ithout a77ing an item0 "he item /i## appear as $,tra Item in the *nvoice @ri70 Customer# C#ic9 on this !utton to se#ect a customer 2or the current invoice0 "his /i## !ring up the customer se#ection screen%

"o search 2or a customer, partia##y enter a customer num!er an7 then press the 7o/n arro/ 9ey :9 to get a #isting o2 a## customers !eginning /ith those num!ers or #etters0 You can a#so use the up an7 7o/n arro/s to scro## through your customers0 C#ic9 on Select to se#ect the customer 2or the current invoice0 You can a#so c#ic9 on Add or $dit to open the Customer Maintenance screen K1ee Chapter /# Customer Control10

Invoice *iscount# C#ic9 on this !utton to 7iscount an entire invoice0 (nter the 7iscount percentage Knot 7ecima#L 2or the invoice0 Press & to app#y the invoice 7iscount or press Cancel to e-it /ithout app#ying a 7iscount0 Press Clear to re-enter a percentage0 7oid# C#ic9 on this !utton to voi7 the current invoice0

Transfer# C#ic9 on this !utton to trans2er the or7er to either a 7i22erent ta!#e or a 7i22erent server0 $irst you /i## !e prompte7 /hich ta!#e to trans2er to, then it /i## prompt 2or the 1erver *: to trans2er to0 $dits# C#ic9 on this !utton to access options to e7it the current invoice%

7oid Item# C#ic9 on this !utton to voi7 the high#ighte7 item on the invoice0 3n#i9e 7e#eting an item, this a##o/s you to trac9 the reason /hy the item /as voi7e70 Comp# C#ic9 on this !utton to app#y no charge to the high#ighte7 item 0 (-amp#es 2or using a comp inc#u7e emp#oyee 7iscounts or removing a charge 2or an incorrect or7er at a restaurant0 *iscount# C#ic9 on this !utton to app#y a 7iscount to either a## o2 the items or se#ecte7 items on the invoice0 You /i## !e prompte7 to enter a reason co7e, the reason /hy this item is !eing 7iscounte70 3ndo $dit# C#ic9 on this !utton to un7o the #ast e7it ma7e to the invoice0

Chapter &% )estaurant Pro (-press @uest C# C#ic9 on this !utton to enter the num!er o2 the guest /ho is associate7 /ith the high#ighte7 item on the invoice0 "his 2unction is on#y avai#a!#e i2 &rder %y @uest is ena!#e7 Ksee Chapter B# Setting 3p Cash Register $,press# 8ile Menu# Setup Screen# Restaurant 8eatures 2or more in2ormation on or7er !y guestL0 1ome e-amp#es o2 /hen you may /ant to change the guest num!er are i2 a mista9e /as ma7e or to com!ine peop#e /ho /i## !e paying together0 Change 0arty SiAe# C#ic9 on this !utton to change the party si5e 2or the current ta!#e0 Split Check# C#ic9 on this !utton to sp#it the current chec9 into mu#tip#e chec9s in the instance that the customers 7eci7e to pay separate#y0 Com%ine Check# C#ic9 on this !utton to com!ine t/o chec9s into one0 $irst, se#ect the ta!#e that you /ant to 9eep0 Ne-t, c#ic9 on Com!ine Chec90 You /i## !e prompte7 to enter the ta!#e that you /ant to com!ine0 Apply @ratuity# C#ic9 on this !utton to app#y a gratuity to the current invoice0 You can a77 either a 2#at amount or a percentage o2 the invoice tota#0 &ptions# C#ic9 on this !utton to access the <ptions 1creen0 $or more in2ormation on this screen, see Chapter B# Setting 3p Cash Register $,press# &ptions Screen 0 $,it# C#ic9 on this e-it !utton to return to the invoice screen0

$,it# C#ic9 on this !utton to return to the main #og-in screen0 *2 an invoice is current#y open, you must en7, voi7, or ho#7 the invoice !e2ore e-iting0

Check# C#ic9 on this !utton to print a chec9 2or the current invoice0

Send2+old# C#ic9 on this !utton to p#ace the current invoice on ho#70 You /i## !e returne7 to the )estaurant Pro (-press ;og-*n screen0

$nd Transaction# C#ic9 on this !utton to en7 a transaction0 *2 0rompt Amount Tendered is set to Yes in the Setup Screen, the amount ten7ere7 screen /i## appear%

(nter the amount ten7ere7 in the correct 2ie#7KsL K Cash? Check? Credit Card? &n Account? @ift Card , or *e%it CardL0 You can enter the amount using either the 9ey!oar7 or the on-screen num!er pa70 <nce you have ma7e your se#ection, c#ic9 on & or press :A=TH&90 You can c#ic9 on Cancel or press :A=TH$9 to e-it /ithout en7ing the transaction0 Amount *ue# "his is the amount 7ue 2rom the customer 2or the current invoice0 Amount Tendered# "his is the payment receive7 2rom the customer0 Amount Remaining# "his is the amount sti## 7ue on the invoice0 Parentheses in7icate a negative amount remaining Ki0e0 change to the customerL0

Invoice In&ormation

"his !o- sho/s the current time as /e## as in2ormation a!out the current invoice I Ta%le C an7 Server I*. Ta%le C# "his is the ta!#e num!er /here the party is seate70 Server I*# "his is the 1erver *: o2 the emp#oyee serving this party0

Chapter &% )estaurant Pro (-press

Restaurant "nvoicing Tips

Server IDs
4hen assigning 1erver *:s, ma9e sure that they are easy to remem!er, such as the server?s initia#s0

Item /umbers
4hen assigning item num!ers to items, have a## simi#ar items start /ith the same num!er0 $or e-amp#e, have a## !urgers start /ith 1000 KHam!urger I 1000, Cheese!urger I 1001, 8;" I 1002, etc0L0 "his /i## ma9e reports much more organi5e7 an7 easier to rea70

Departments
4hen assigning a 7epartment *: to a 7epartment, se#ect a num!er that is simi#ar to the items in that 7epartment0 $or e-amp#e, i2 you /ere to create a 7epartment ca##e7 F8urgersG, you /ou#7 assign it :epartment *: 1000 since a## o2 the !urgers have item num!ers that !egin /ith 10000

Chapter B: Cost ;odule for Corporate (ffices

Cost ;odule
"he Host 'o7u#e a##o/s you to manage a chain o2 stores 2rom a centra# o22ice0 You must have a va#i7 emai# account set up on a## computers that /i## communicate0 You must use a P<P type e-mai# service Kcannot !e Hotmai#, A<;, Yahoo, or any other H""P serviceL0 4e recommen7 <ut#oo9 2000 as your e-mai# c#ient0 "o access the Host 'o7u#e, c#ic9 on Select *n7ustry in the 8ile menu o2 the =ogin Screen an7 choose A Corporate &ffice for a Chain of Stores or Restaurants0

Communication

"he Communication screen o2 the host mo7u#e a##o/s you to maintain inventory recor7s on a## o2 your stores0 "he Host 'o7u#e automatica##y scans your e-mai# in!o- 2or incoming 7ata!ases 2rom your stores0 4hen an e-mai# 2rom one o2 your stores arrives, it /i## automatica##y ana#y5e the e-mai#, import the attachment, an7 7e#ete the e-mai# 2rom your in!o-0 "his process is 2u##y automatic0 "o access this screen, c#ic9 on the Communication ta! in the Host 'o7u#e0 Import Manually# You may !ypass the automatic import 2eature an7 se#ect the store?s 7ata 2i#e to !e importe7 manua##y into C)(0 You /i## !e prompte7 to se#ect your import 2i#e /ith a stan7ar7 4in7o/s (-p#orer type inter2ace0 Store Setup# C#ic9 on this !utton to access the Corporate 1etup screen0 $or more in2ormation on this screen, see Chapter B# Setting 3p Cashing Register $,press# 8ile Menu# Corporate Setup 0

Send !o"% C#ic9 on this !utton to trans2er 7ata via e-mai# to a## o2 your stores0 $or e-amp#e, #et?s say that you have t/o stores running C)( an7 the corporate o22ice is running the host mo7u#e0 You 7eci7e to a77 a ne/ item 2or the 2irst store, ma9e a price change 2or an e-isting item in your secon7 store, an7 ma9e a price change that a22ects !oth stores0 4hen you c#ic9 on Send !o", you /i## e-mai# the ne/ item an7 overa## price change to store num!er one an7 the t/o price changes to store num!er t/o0 "here2ore, the host mo7u#e automatica##y sen7s a## change7 7ata, via e-mai#, to the storeKsL 2or /hich the 7ata /as change70 Send !o" to &ne Store# C#ic9 on this !utton to trans2er 7ata via e-mai# to on#y one store0 You /i## !e prompte7 to enter a 1tore *:0

#onitorin"

"he Corporate 'onitoring 2eatures o2 the Host 'o7u#e a##o/ you to see, 2or every store, /hat has happene7 an7 /hen it happene70 "hrough a #isting o2 a7vance7 reports, you can vie/ a## o2 your stores? 9ey in2ormation I sa#es, pro2its, inventory stoc9 #eve#s, 2reHuent purchasers, an7 more0 "o access this screen, c#ic9 on the Monitoring ta! in the Host 'o7u#e0 Reports# C#ic9 on this!utton to access the Reporting 1creen0 $or more in2ormation on each o2 these reports, see Chapter 6# Reports# Reporting Screen 0

Chapter 9% Host 'o7u#e 2or Corporate <22ices

Control

"he Corporate Contro# 2eatures o2 the Host 'o7u#e a##o/ you to 2ormu#ate an7 imp#ement !usiness strategies /ithout trave#ing to each store0 4hether it is raising the price o2 tomatoes in your ;inco#n, N( store or running a 2,E sa#e o22 9eychains in a## o2 your stores, Corporate Contro# ma9es it easy0 A2ter the change is ma7e in the host mo7u#e, your stores /i## automatica##y up7ate to re2#ect the changes ma7e0 "o access this screen, c#ic9 on the Control ta! in the Host 'o7u#e0 !&T$# 1e#ect the store that you /ish to mo7i2y ;$8&R$ ma9ing any changes0 "o ma9e changes that /i## a22ect a## o2 your stores, se#ect A== 2rom the Select Store to Modify *ata 8or #ist0 "o ma9e changes to on#y one store, se#ect the 7esire7 1tore *: 2rom the #ist0 7endor Maintenance# C#ic9 on this !utton to access the >en7or 'aintenance screen to mo7i2y ven7ors0 *epartment Maintenance# C#ic9 on this !utton to access the :epatment 'aintenance screen to mo7i2y 7epartments0 Inventory Maintenance# C#ic9 on this !utton to access the *nventory 'aintenance screen to mo7i2y inventory items0 @roup Maintenance# C#ic9 on this !utton to access the @roup 'aintenance screen to mo7i2y groups0 0urchase &rders# C#ic9 on this !utton to access the Purchase <r7er screen to vie/ or manage purchase or7ers or to trans2er merchan7ise 2rom one store to another0

Cooperation

"he Corporate Cooperation 2eatures o2 the Host 'o7u#e are 2ocuse7 aroun7 your customers I ma9ing it easy 2or them to !uy an7 encouraging them to !uy again0 *2 stoc9 is not avai#a!#e in one store, the cashier can see the stoc9 #eve#s o2 your other stores /ith the c#ic9 on a !utton0 Your customers can accumu#ate !onus points an7 store cre7its at one store an7 have access to it 2rom a## o2 your stores0 Corporate Cooperation gives your stores use2u# communcation too#s that /i## serve as a great too# in he#ping you run your corporate !usiness0 "o access this screen, c#ic9 on the Cooperation ta! in the Host 'o7u#e0 Customer Maintenance# C#ic9 on this !utton to access the Customer 'aintenance screen0

Chapter 9% Host 'o7u#e 2or Corporate <22ices

E0it

"he host mo7u#e is 7esigne7 to run in the !ac9groun70 4hi#e you may run other app#ications at the same time as the host mo7u#e is !eing use7, it is recommen7e7 that you #eave the computer i7#e /hi#e the host mo7u#e is per2orming 7ata trans2ers0 "o access this screen, c#ic9 on the $,it ta! in the Host 'o7u#e0 $,it# C#ic9 to e-it the program0

Appendix

Setting up the Enterprise Edition

"he Cash )egister (-press (nterprise (7ition o22ers the #atest in !u##etproo2 net/or9 techno#ogy0 4ith the (nterprise activate7, your server can go 7o/n an7 your stations /i## sti## run as i2 the system /as not a22ecte70 You may then 2i- the server at your #eisure0 "o set up the (nterprise (7tion, you /i## have to set up each station to map to a server?s 7ata!ase0 "hen you /i## nee7 to insta## the (nterprise 'o7u#e into the share7 7ata 7irectory o2 your server0 A 2i#e ca##e7 Partner0e-e must !e running 2rom the server at a## times0 "his 2i#e acts as the main synchroni5er 2or a## the stations on the net/or90 Partner0e-e must !e insta##e7 into the same 2o#7er as the share7 7ata!ase0 $o##o/ these steps to set up the (nterprise (7ition% 10 <n the computer that /i## !e the server 2or the (nterprise 7ata!ase, ma9e sure the 2o#7er /ith the 7ata!ase is share7 onto the net/or9 /ith 2u## permissions0 !&T$# The server4s $nterprise data%ase must %e in a different folder than c#2cre(...2data(... -i.e. Set it to c#2crepremier1 'a9e sure each station is set to a separate 1tation *:0 "he *: '31" !e numerica# Ki0e0 01, 020 0 , etc0L @o to the 2irst station0 'a9e sure that you have mappe7 a 7rive #etter to the server?s (nterprise 7ata!ase 2o#7er0 Point each station to the (nterprise 7ata!ase then set the station *: to the correct one an7 #ogin to store the station settings0 ;og out o2 each station0 <n one station at a time, c#ic9 on 8ile 2rom the ;ogin screen, an7 c#ic9 Activate $nterprise $dition0 "he program /i## as9 2or veri2ication to activate0 *t /i## then copy the server?s 7ata!ase to the #oca# 7rive in c%Ycre2000Y7ata20000 *t /i## a#so create a !ac9up o2 any 7ata!ase that /ere there previous#y, an7 it /i## ca## the 2i#e ent!ac90m7!0

20 0 40 ,0

60

You must e-it C)( on this station an7 repeat this process 2or the rest o2 your computers0 CR$ must %e closed on A== stations "hen you are activating them one %y one.

+0 &0 90

1tart the Partner0e-e program on the server insi7e the 2o#7er /here your 7ata!ase is #ocate70 A## o2 your computers in a## o2 your stores shou#7 no/ !e activate7 an7 con2igure70 Chec9 the inventories o2 your computers, they shou#7 a## match0 You might notice that /hen you start C)(, you see a program in the #o/er #e2t corner o2 the screen that says (ntc#ient or Net/or9 1tatus0 "his program must a#/ays !e running an7 shou#7 never !e c#ose70 *t is use7 to monitor the status o2 your net/or9 connection an7 is use7 to sen7 an7 receive in2ormation to an7 2rom the host 7ata!ase 2o#7er0

Appen7i-

A Duic! Tutorial of Cash Register Express

"his Huic9 tutoria# is 7esigne7 to 2ami#iari5e you /ith Cash )egister (-press0 $or this tutoria#, /e /i## !e a77ing inventory, 7epartments, an7 customers 2or a 2ictitious company0 4e /i## a#so process some transactions to get a 2ee# 2or the invoicing process0

Add a Department
10 20 "o a77 a 7epartment, se#ect *epartment Maintenance 2rom the Administrative screen in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 A /in7o/ entit#e7 *epartment Maintenance /i## appear on your screen, as sho/n !e#o/%

0 40 ,0 60 +0 &0

C#ic9 on Add0 $or *epartment I*, enter B...0 3se :TA;9 to move 2rom *epartment I* to *epartment *escription0 $or *epartment *escription, enter +ard"are 0 Choose the *epartment Type as Regular0 C#ic9 on Save0 You have Just entere7 a 7epartment0

Add a ,endor
10 20 "o a77 a ven7or, se#ect 7endor Maintenance 2rom the Administrative screen in the &ptions Screen K'o7ernL or 2rom the Inventory menu K"ra7itiona#L0 A /in7o/ entit#e7 7endor Maintenance /i## appear on your screen, as sho/n !e#o/%

0 40 ,0 60 +0

C#ic9 on Add0 $or 7endor !um%er, enter 10000 Press :TA;9 to move the cursor to the Company !ame 2ie#70 "ype 0C America 0 Press :TA;9 to move the cursor to the Contact 8irst !ame 2ie#70 "ype Iohn0 Press :TA;9 to move the cursor to the Contact =ast !ame 2ie#7 then type Smith0 Press :TA;9 to move the cursor to the Address 2ie#7s0 "ype K. !orth +arrison Ave. in Street Address an7 Suite G. in $,tended Address0 'ove the cursor to the City 2ie#7 then type Congers0 'ove the cursor to the State an7 <ip Code 2ie#7s then type !Y an7 B.5(.0 'ove the cursor to the Telephone !um%er 2ie#7 then type L..)O(()K/OG0 Press :TA;9 to move the cursor to the 8a, Telephone !um%er 2ie#7 then type LG6)(KO)/66.0 C#ic9 on Save0 You have Just a77e7 a ven7or0

&0 90

Appen7i-

Add an Inventory Item

10 "o a77 inventory, c#ic9 on the Inventory menu, then se#ect Inventory Maintenance 0 "he screen !e#o/ shou#7 appear%

20 0 40 ,0 60 +0 &0 90

C#ic9 on Add0 C#ic9 on the 7epartment that you create7 ear#ier in *epartment Maintenance 0 *t is #iste7 in the *epartment 2ie#7 at the upper #e2t-han7 corner o2 the screen0 Press :TA;9 to move the cursor to the Item !um%er 2ie#7, or c#ic9 on that 2ie#7 /ith the mouse0 "ype B.B0 Press :TA;9 to move the cursor to the *escription 2ie#70 "ype ;uAAsa"0 Press :TA;9 to move the cursor to the Cost 2ie#70 "he Cost is ho/ much the item cost to purchase 2rom the ven7or0 "ype BO6...0 Press :TA;9 to move the cursor to the 0rice 2ie#70 "he 0rice is 2or ho/ much the item is !eing so#70 "ype (O6...0 Press :TA;9 to move the cursor to the In Stock 2ie#70 "his 2ie#7 speci2ies ho/ much o2 the item you have in stoc90 "ype B..0 C#ic9 on Ta, B0

100 C#ic9 on the &rdering *n2o ta!0 C#ic9 on Add 0ricing from a 7endor0 C#ic9 on the ven7or that you a77e7 in 7endor Maintenance 0 C#ic9 on & to accept the 7e2au#t cost o2 C1+,0000 110 Press :TA;9 to move the cursor to the Reorder =evel 2ie#70 "his 2ie#7 speci2ies ho/ much the *n 1toc9 amount shou#7 !e re7uce7 to !e2ore nee7ing to reor7er this item0 "ype (60 120 Press :TA;9 to move the cursor to the Reorder >uantity 2ie#70 "his 2ie#7 speci2ies ho/ much o2 the item shou#7 !e reor7ere7 at a time0 "ype 6.0 1 0 C#ic9 on the other ta!s to 7isp#ay more options 2or an inventory item0 (nter in2ormation as nee7e70 <nce you have 2inishe7 entering a## the in2ormation 2or an item, c#ic9 on Save0 You have Just a77e7 an item to your inventory0

Appen7i-

Add a Customer
10 "o a77 a customer, se#ect Customer Maintenance 2rom the Invoice menu K'o7ernL or the Customer menu K"ra7itiona#L0 "he Customer Maintenance screen, sho/n !e#o/, shou#7 appear%

20 0 40 ,0 60 +0 &0 90

C#ic9 on Add0 Assign a Customer Num!er in the Customer !um%er 2ie#70 *t is recommen7e7 that you use the customer?s te#ephone num!er0 $or this customer, type (KO/6..0 Press :TA;9 to move the cursor to the 8irst !ame 2ie#70 "ype Iohn0 Press :TA;9 to move the cursor to the =ast !ame 2ie#70 "ype Smith0 Press :TA;9 to move the cursor to the Company !ame 2ie#70 "ype 0C America 0 Press VTA;T to move the cursor to the 0rimary 0hone !um%er 2ie#70 "ype 5BG)(KO)/6..0 Press :TA;9 to move the cursor to the Street Address 2ie#70 "ype K. !orth +arrison Ave Suite G.0 Press VTA;T to move the cursor to the Alternate 0hone !um%er 2ie#70 "ype L..)O(()K/OG.

100 Press :TA;9 to move the cursor to the City 2ie#70 "ype Congers0 110 Press :TA;9 to move the cursor to the State 2ie#70 "ype !Y0 120 Press :TA;9 to move the cursor to the <ip Code 2ie#70 "ype B.5(.0

1 0 C#ic9 on the arro/ ne-t to the *iscount =evel 2ie#7 an7 choose ;0 140 C#ic9 on Save0 You have Just a77e7 a customer /ith on#y the !asic customer in2ormation0 You may nee7 to enter the in2ormation in other 2ie#7s #ater on 7o/n the roa70 !&T$# C)( 7oes not reHuire you to enter customers0 "he 7e2au#t /i## a#/ays !e Cash Customer0

%rocess a Cash Transaction

Processing a cash transaction invo#ves se#ecting the customer /ho /ishes to ma9e a purchase an7 2in7ing the item that the customer /ants to purchase0 "o se#ect a customer KChapter /# Customer ControlL% 10 "here is a group o2 !uttons un7er the hea7ing Customer Info K'o7ernL an7 Current Customer K"ra7itiona#L0 "hese !uttons are 8ind, >uick Search , an7 More Info0 "hese !uttons are sho/n !e#o/% #odern

Traditional

20 0 40 ,0

C#ic9ing on 8ind /i## ta9e you to the Customer Maintenance screen0 "o 2in7 the customer that you /ant, c#ic9 on the !e,t !utton unti# the 7esire7 customer is on the screen0 <nce the 7esire7 customer is on the screen, c#ic9 on Select 0 You /i## see the customer in2ormation in the /in7o/ to the #e2t o2 the 8ind !utton0 You can a#so se#ect a customer using >uick Search i2 you 9no/ the customer?s Customer Num!er0 C#ic9 on >uick Search , enter the customer num!er, an7 then c#ic9 on & 0 "he customer in2ormation /i## appear in the /in7o/ to the #e2t o2 the 8ind !utton0 C#ic9 on More Info to 7isp#ay the comp#ete customer in2ormation K"ra7itiona#L0 Ne-t, /e nee7 to 2in7 the inventory that the customer /ishes to purchase0 "here is another area entit#e7 Item Search0 "his is /here /e choose the item an7 the Huantity to !e purchase70

60 +0

Appen7i"o choose an inventory item% 10 C#ic9 on the 7o/n arro/ in the Search %y Item !um%er'!ame area0 A #ist /ith a## o2 the inventory items shou#7 7rop 7o/n0 :ou!#e c#ic9 on the 7esire7 item0 You can a#so scan in the item num!er or enter it in !y han70 #odern

Traditional

20 0

"he item /i## appear in the invoice gri70 You may change the Huantity 2or an item once it has !een a77e7 to the invoice gri70 *n the 'o7ern *nvoice 1creen, position the cursor on the 7esire7 item then c#ic9 on >uan Change. *n the "ra7itiona# *nvoice 1creen, position the cursor on the 7esire7 Huantity then press :;AC S0AC$90 (nter the correct Huantity once the prompt appears, then press :$!T$R9 or c#ic9 on & , or c#ic9 on Cancel to e-it /ithout changing the Huantity0 You may change the price 2or an item once it has !een a77e7 to the invoice gri70 *n the 'o7ern *nvoice 1creen, position the cursor on the 7esire7 item then c#ic9 on 0rice Change. *n the "ra7itiona# *nvoice 1creen, position the cursor on the 7esire7 price then press :;AC S0AC$90 (nter the correct price once the prompt appear, then press :$!T$R9 or c#ic9 on & , or c#ic9 on Cancel to e-it /ithout changing the price0 C#ic9 on $nd Transaction0 You /i## !e prompte7 to enter the amount ten7ere70 (nter the amount ten7ere7 i2 it is 7i22erent than the amount 7isp#aye7, an7 then c#ic9 on & 0 A /in7o/ /i## appear 7isp#aying the change 2or the customer0 C#ic9 on & You have Just processe7 a cash invoice0 /hen you are 2inishe70

40

,0 60

Shortcut %e s
"hese shortcut 9eys on#y /or9 2rom the main Cash )egister (-press invoice screen0 *2 any contro# has an un7erscore KWL un7er a #etter, that option can !e activate7 !y pressing :A=T9 X :=$TT$R WIT+ 3!*$RSC&R$90 $or e-amp#e, the menu comman7 $,it can !e activate7 !y c#ic9ing on $,it or !y pressing :A=THD90

#odern
Cashier $unctions C#oc9 *n.<ut Customer 'aintenance :e#ete *tem :iscount I *nvoice :iscount @i2t Car7 I 1e## @i2t Car7 He#p I *nvoice 1creen He#p *nventory 'aintenance *nventory I "ogg#e *tem 1earch *nvoice I @enerate Pu## <r7er *nvoice I Ho#7 *nvoice *nvoice I >oi7 *nvoice *nvoice Properties *tem <ptions Non-*nventory *tem Payment I Cash Payment I Chec9 Payment I Cre7it Car7 Payment I <n Account Price Chec9 )egistry I App#y to )egistry V$10T V$ T V$4T VC");-:(;T VC");-;T VC");-@T V$1T V$2T V1H*$"-$2T VC");-BT VC");-HT VC");->T V$11T V$12T VC");-NT V$6T V$+T V$&T V$9T V$,T VC");-)T

Appen7i-

Traditional
Customer 'aintenance Customer I ;oo9 3p Customer :ai#y @ross Pro2its :epartment 'aintenance :iscount I *nvoice :iscount :iscount I ;ine :iscount He#p I *nvoice 1creen He#p *nventory 'aintenance *nventory.=it 1ort <r7er I 1ort !y *tem Name *nventory.=it 1ort <r7er I 1ort !y *tem Num!er *nvoice I *nvoice Notes *nvoice I >ie/ ;ine *n2o *nvoice I >oi7 "his *nvoice =it 'aintenance Non-*nventory *tem Payment I Cash Payment I Chec9 Payment I Cre7it Car7 Payment I <n Account Price Chec9 Purchase <r7ers )eturn )enta#s 1a#es *n2ormation I ;ast *nvoice Processe7 1a#es *n2ormation I Print ;ast *nvoice Processe7 1e#ect *nvoice @ri7 "a- I No "a- "his <r7er "a- I "a- "his <r7er V$4T VC");I3T V1H*$"I$1T V$ T VC");I:T VC");I;T V$1T V$2T V1H*$"I$+T V1H*$"I$&T VC");I"T VC");I*T VC");I>T V1H*$"I$ T VC");INT V$6T V$+T V$&T V$9T V$,T VC");-PT VC");I$1T VC");I$&T V1H*$"IC");I$&T VC");I@T VC");I\T VC");I<T

Common Duestions and Ans*ers

># I4m running Cash Register $,press on a fast computer. Why does it take so long to add an item to my invoiceT A% "he most e22icient retai# store /i## have an item num!er #a!e# on every item in the store0 Your Inventory Sort &rder shou#7 !e set to Sort ;y Item !um%er in the Inventory menu, an7 ;ar Codes shou#7 !e set to $na%led in the Inventory menu0 As #ong as you 9no/ the item num!er an7 the a!ove t/o parameters are set, you shou#7 !e a!#e to have instant #oo9up !y either typing in the item num!er or scanning in the items? !ar co7es 2rom the Search %y Item !um%er !o-0 ># I often get messages that I should register "ithin the ne,t B.. invoices? %ut I never got around to it. !o" I get a message that says the (.. invoice limit "as e,ceeded and I can no longer get into Cash Register $,press. What do I do no"T A% Ca## your 7ea#er0 "hey /i## he#p you on the proper registration process0 ># I often get messages that S+AR$.$D$ is not loaded properly %ut I installed it %efore I ran the program. Why do I still get this messageT A% 1HA)( may not have !een insta##e7 proper#y0 1HA)( must !e speci2ie7 in either your A3T&$D$C.;AT or C&!8I@.SYS 2i#es, !ut not !oth0 'a9e sure to use the proper spe##ing an7 speci2y the proper 7irectory0 "he most common /ay to #oa7 1HA)( is to put the 2o##o/ing #ine in your A3"<(\(C08A"% C#2*&S2S+AR$.$D$ '=#6..0 You 7o not nee7 1HA)( i2 you are using 4in7o/s 2or 4or9groups or 4in7o/s 9,0 ># I am using a %arcode reader or "and. When I scan the %arcode? either no num%ers sho" up or not all the num%ers sho" up. Why is this happeningT A% Your !arco7e rea7er or /an7 is pro!a!#y not set up correct#y0 "o test this, try scanning a !arco7e in :<1 or in a simp#e program such as Microsoft !otepad0 *2 the num!ers on your !arco7e are not sho/ing up correct#y, your !arco7e rea7er or /an7 is not set up proper#y0 Chec9 the manua# o2 your input 7evice 2or he#p /ith setting up your !arco7e rea7er or /an70 ># I accidentally added the "rong item onto an invoice. +o" do I get this item off of the invoiceT A% Press :CTR=H@9 to set the 2ocus to your invoice gri70 3se the arro/ 9eys to move the !o- onto the #ine o2 the item you /ou#7 #i9e to 7e#ete 2rom your invoice0 Press :CTR=H*$=$T$9 to 7e#ete the item 2rom your invoice0 ># My customer %ought something and no" "ants to return his purchase. +o" do I do thisT A% "o 7o a return in C)(, a## you have to 7o is create a ne/ invoice in /hich you a77 the items to the invoice /ith a negative Huantity0 $or e-amp#e, i2 a customer !ought t/o !o-es o2 7is9ettes 2rom you, you /ou#7 a77 I2 !o-es o2 7is9ettes to the invoice0 C)( /i## automatica##y ta9e money out o2 your pro2its an7 up7ate the Huantity0

Appen7i># I get a message stating the *ata%ase has %een corrupted "hen starting Cash Register $,press. +o" do I fi, thisT A% Your 7ata!ase may have !een corrupte7 2or a num!er o2 reasons0 Perhaps you ha7 a po/er outage, or may!e you turne7 o22 your computer !e2ore e-iting C)(0 "he /ay to 2i- your 7ata!ase is to se#ect Repair *ata%ase 2rom the 3tility menu in the =og)in Screen 0 ># Why can4t I enter departments in the Inventory screenT A% You must enter your 7epartments in the *epartment Maintenance screen an7 then they /i## !e ma7e avai#a!#e 2or se#ection 2rom the Inventory Maintenance screen0 ># What is the UUUUnon)inventoryUUUU item for and can I delete itT A% No, you shou#7 not 7e#ete it or mo7i2y it0 You /i## nee7 this item in your inventory in or7er to a77 !on)Inventory items to your invoice0 *2 this item is 7e#ete, the Non-*nventory 2eature /i## not /or9 proper#y0 ># Which printer driver should I use for my receipt printerT A% @eneric'Te,t &nly is the reHuire7 printer 7river an7 is inc#u7e7 /ith 4in7o/s0 *t can !e set 2rom the Set *efault 0rinter option 2rom the Setup menu o2 the 'ain *nvoice 1creen0 ># +o" can I enter additional Cashier I*sT A% "o a77 a Cashier *:, se#ect $mployee Maintenance 2rom the 8ile menu in the =og)In Screen 0 You /i## !e prompte7 to enter the a7ministrator?s pass/or70 C#ic9 on A77 or press :A=T)A90 (nter the ne/ Cashier *: an7 the emp#oyee?s in2ormation0 4hen you are 2inishe7, c#ic9 on *one or press :A=T)*90 "o Huit /ithout a77ing a Cashier *:, c#ic9 on Cancel or press :A=T)C90 N<"( # Cashier I*s must %e t"o characters long. "he 7e2au#t pass/or7 2or ne/ cashiers is Cashier0 You may change this pass/or7 in $mployee Maintenance or !y se#ecting Change 0ass"ord in the 8ile menu0 ># Where does Cash Register $,press store all of my informationT A% A## o2 your in2ormation Kinvoices, customers, ven7ors, inventory, etc0L is store7 in one 'icroso2t Access-compati!#e 2i#e0 "he 2i#e is #a!e#e7 CR$(....M*; 0 *t is store7 /ithin the *ATA(... su!7irectory o2 the CR$(... main 7irectory0 ># Why can4t I delete inventory itemsT A% *2 an inventory item has never !een use7 in a past invoice, you are 2ree to 7e#ete it0 Ho/ever, i2 an item has !een use7 in a past invoice, you cannot 7e#ete it0 An e-tra 2e/ items /i## not ta9e up space or s#o/ you 7o/n in any /ay0 A#so, i2 you are trying to get a 7etai#e7 sa#es history, it is important that a## the proper in2ormation is there to reca## /hen it is nee7e70 *2 the item /ere 7e#ete7, you cou#7 not get an accurate report0

Cash 7ra*er Test

Testing a Cash *ra"er Connected to a Star 0arallel 0rinter 10 20 @o to the :<1 prompt KC#2L "ype C&0Y C&! =0TB# :$!T$R9

"ype A :$!T$R9 "ype :CTR=9 < :$!T$R9 KYour cash 7ra/er /i## openL An Alternate Test: 10 20 0 40 @o into your :<1 7irectory K2or e-amp#e, :<1, C:Y:<1L @o into >;ASIC K"ype >;ASIC :$!T$R9L Press :$SC9 to c#ear the A8A1*C screen0 (nter the 2o##o/ing simp#e A8A1*C program%

&0$! M=0TBN 8&R &3T03T AS CB#0RI!T CB?C+RQ-O1#C=&S$ $or (pson K"' 00 <N;YL use &0$! M=0TBN 8&R &3T03T AS CB#0RI!T -F+B;1XNpNXC+RQ-.1XC+RQ-(61XC+RQ-(6.1X ,0 60 +0 &0 Press :S+I8T H 869 to run your program0 Your 7ra/er shou#7 open no/0 Press any 9ey to continue0 )epeat step , as o2ten as you /ant to test your cash 7ra/er0 Press :A=T H D9 to #eave A8A1*C an7 return to :<10 CB?C+RQ

Testing a Cash *ra"er Connected to a Serial 0ort 10 20 @o to the :<1 prompt KC#2L0 "ype M&*$ C&MB#/..?!?L?B :$!T$R9

"ype C&0Y C&! C&MB# :$!T$R9 "ype A :$!T$R9 "ype :CTR=9 < :$!T$R9 KYour cash 7ra/er /i## openL [ "ype M&*$ C&M(#/..?!?L?B :$!T$R9 i2 you are using C&M(0

Appen7i-

8ogic Controls 4ole 7ispla Test

"he 2o##o/ing test seHuence /i## veri2y that your po#e 7isp#ay is proper#y /or9ing0 8e2ore you start the 2o##o/ing proce7ure, you must insta## the po#e 7isp#ay correct#y as out#ine7 in the Po#e :isp#ay manua#0 "his test proce7ure assumes that the po#e 7isp#ay is p#ugge7 into the C<'1 port o2 your computer0 *2 C<'2 is use7, su!stitute C<'2 2or C<'1 in 1tep 20 10 20 @o to the :<1 prompt KC#2L0 "ype M&*$ C&MB 5K?!?L?( :$!T$R9 :$!T$R9 :$!T$R9

"ype TY0$ C&!9C&MB

"ype MA;C*$8@+II =M!&0>RSN

*2 the 2o##o/ing characters are sho/n on the 7isp#ay, your po#e is /or9ing% A;C*$8@+II =M!&0>RS W 0 "ype :CTR= H C9 to return the computer !ac9 to the norma# 7isp#ay mo7e0

*2 you are using 4in7o/s 9, or 4in7o/s 9&, your communication port settings shou#7 match the 2o##o/ing%

A2ter changing the settings, 4in7o/s 9, or 4in7o/s 9& may prompt you to re!oot your computer0

Appen7i-

;ailing 8abels

Mailing =a%els a##o/s you to print a #a!e# 2or each customer that you have set up0 "o use this 2unction, se#ect 0rograms 2rom the Start Menu, se#ect CR$(..., an7 then se#ect Mailing =a%els 0 "o print #a!e#s% C#ic9 on Select Your *ata%ase or press :A=TH$9, an7 then se#ect the C)(2000 7ata!ase 2i#e0 1e#ect the proper #a!e# 2ormat in the =a%els 0er 0age 2ie#70 1peci2y the 7estination as either a printer or the screen in the 0rint *estination 2ie#70 Choose 2or /hom you /ish to print #a!e#s K All Customers, Certain Customers, or &ne Specific CustomerL in the Customer Selection 2ie#70 Choose the sorting metho7 2or the #a!e#s K Customer C? =ast !ame? or <ip CodeL in the Sort ;y 2ie#70 <nce you have ma7e a## your se#ections, c#ic9 on Start or press :A=THS90

"nstallation 3otes: Using #inEip to Un&ip a Eipped <ersion of CRE

"he 2o##o/ing are instructions on ho/ to insta## a 5ippe7 version o2 Cash )egister (-press0 "he instructions are assuming that you a#rea7y have 4inBip insta##e7 on your computer0 *2 you 7on?t have 4inBip, you can 7o/n#oa7 it 2rom the :o/n#oa7 page on the PC America /e! site0 "he a77ress is http%YY///0pcamerica0com0 10 <pen the 2o#7er /here the 5ippe7 2i#e is0

20 :ou!#e-c#ic9 on the icon o2 the 5ippe7 2i#e0 A screen /i## appear an7 you /i## !e prompte7 to enter /here you /ish to un5ip the 2i#e0 You shou#7 un5ip to the 7e2au#t 2o#7er un#ess that particu#ar 7irectory is #ocate7 on a 7i22erent 7rive0 $or e-amp#e, i2 your C)(2000 7irectory is #ocate7 on your : 7rive, type d#2cre(...0 *t is recommen7e7 that you on#y change the 7rive, not the name o2 the 7irectory

0 C#ic9 on 3nAip once you have speci2ie7 the 7estination 2o#7er0 4inBip /i## un5ip the se#ecte7 2i#e to the 7esignate7 2o#7er0 40 <nce the 2i#e has !een un5ippe7, 4inBip /i## 7isp#ay a message stating that the 2i#e /as e-tracte7 success2u##y0 C#ic9 on & or press :$!T$R90 ,0 C#ic9 on Close to e-it 4inBip0

Appen7i-

Troubleshooting
$rror 6 *##ega# $unction Ca## I Accounts )eceiva!#e 1ection0 "he 8a#ance 7ue 7oes not eHua# the tota# o2 the invoices in the Accounts )eceiva!#e 1ection0 A possi!#e reme7y is to change the !a#ance 7ue in 'icroso2t Access to the correct amount or to 7o a 8a#ance A7Justment in the @enera# screen0 $rror O <ut o2 'emory0 (-it Cash )egister (-press an7 c#ose 7o/n a## other app#ications that are running in 4in7o/s0 "hen, restart Cash )egister (-press0 $rror B/ "his error o2ten occurs /hen en7ing transactions using :iscount ;eve# Pricing0 <ne possi!#e e-p#anation 2or this error is that the po#e 7isp#ay is causing the error /hen the C<' port is 7isa!#e70 "his error cou#7 a#so occur 7ue to the internationa# settings o2 a computer0 Chec9 the internationa# settings 2or things #i9e a perio7 not rea##y !eing a perio70 $rror GL (rror ;oa7ing :;;0 $rror 6O :evice *.< (rror0 Chec9 to see that your Po#e :isp#ay, Cash :ra/er, an7.or Printer are proper#y connecte70 *2 you are not using these periphera#s, !e sure that !o is se#ecte7 2or this 7evices in the Setup screen0 Another possi!#e reason this error /ou#7 occur is that the cash 7ra/er is set to C<'1 rather than ;P"1 /hen using a cash.1tar 212 para##e# com!ination0 "he reason this error /ou#7 occur is that C)( trie7 to sen7 a signa# to the C<' port !ut there /as no 7evice connecte7 to it0 $rror O6 "his error can occur 2or a num!er o2 reasons% 10 $irst, veri2y that the 7ata!ase 2i#e #ocation is correct0 You can chec9 this /ith Setup 8ile =ocations0 "he 7e2au#t is C#2CR$(...2*ATA(...0 *2 the #ocation is correct, then chec9 to see i2 the 2i#es CR$(....M*; an7 CR$(....=*; actua##y resi7e in the C#2CR$(...2*ATA(... 7irectory0 Chec9 that the 2i#es CR$(....M*; an7 CR$(....=*; e-ist0 *2 they 7on?t, 7e#ete the su!7irectory 2*ATA(... an7 the 2i#e CR$*;=.0CA an7 re-run Cash )egister (-press0 "he 2i#e server may !e share7 as rea7 on#y instea7 o2 2u## access0

20 0

$rror OK Path Not $oun70 "his error can occur 2or a num!er o2 reasons% 10 20 Chec9 that the 7irectory 2WI!*&WS e-ists on the 7rive that contains 4in7o/s0 *2 not, create a ne/ 7irectory ca##e7 4*N:<410 "his error usua##y occurs /hen C)( can?t 2in7 the 7ata!ase0 3se Setup 8ile =ocations to ma9e sure that you are speci2ying the correct #ocation o2 the 7ata!ase0

$rror 5B "his error invo#ves Cash )egister (-press I Net/or9 >ersion an7 cou#7 !e a possi!#e 1haring >io#ation0 You may have more than one computer on the net/or9 an7 7i7 not assign each a separate 1tation *:0 Another possi!#e reason 2or this error is i2 you upgra7e7 2rom an ear#ier version an7 you con7ucte7 the automatic conversion /ith !ac9ing up the 7ata!ase an7 compacting it0 $rror 5G "here is a nu## K!#an9L va#ue in your in2ormation some/here0 *2, 2or e-amp#e, you get this in the >en7ors screen, revie/ your entries to ma9e sure that you are not missing any reHuire7 va#ues0 A#so, it is important to chec9 that there is no punctuation in certain 2ie#7s !ecause this /i## a#so cause this error0 $rror /G. *nva#i7 Property >a#ue0 "his error o2ten occurs in 8ar Co7e (-press0 "ry changing the 2ont names in the 7esign #a!e# screen to a more stan7ar7 2ormat0 $rror GL( Printer error0 "his error in7icates that there is a pro!#em that prevents printing0 1ome possi!#e causes are that you have se#ecte7 the /rong 7e2au#t printer or none at a##, your printer is not on#ine, or your printer is Jamme7 or out o2 paper0

$rror /... "his error can occur 2or a num!er o2 reasons% 10 Cash )egister (-press is current#y in use !y another user or session0 You nee7 to c#ose 7o/n the other session !e2ore !eginning a ne/ one0 <r, the 7ata!ase 2i#e may !e current#y in use !y 'icroso2t Access0 3n7e2ine7 Access (rror0 "his error can usua##y !e 2i-e7 !y running the Compact F Repair *ata%ase uti#ity0 *2 you get an error 000 /hi#e repairing, try re!ooting the computer 2irst0

20

$rror /..L Cash )egister (-press sti## #oa7e7 in memory0 "his error usua##y occurs /hen you are trying to convert your 7ata!ase0 )e!ooting your computer /i## usua##y so#ve this pro!#em0 $rror /.BL You are missing a 7ata 2ie#70 "his error is most #i9e#y cause7 i2 you have upgra7e7 to a ne/er version o2 C)( an7 have not use7 the Conversion 3ti#ity0 You can run the Conversion 3ti#ity !y se#ecting Conversion 3tility 2rom the CR$(... 2o#7er in the 4in7o/s Start Menu0 $rror /.(B No current recor70 "ry repairing an7 compacting your 7ata!ase0 $rror /.(( :up#icate 9ey0 "his error occurs /hen you are trying to create an item Ksuch as a customer, inventory item, 9it, invoice, etc0L /ith a 7up#icate va#ue o2 the in7e-e7 2i#e70 K(-amp#e% 7up#icate customer num!er, item num!er, invoice num!er, etc0L0 $rror /./O 1ee error +0 $rror /.G. :is9 *.< error0 4hen this error is 2o##o/e7 !y error 91, repair your 7ata!ase0 )epairing the 7ata!ase shou#7 correct this error0 $rror /.GB *ncompati!#e :ata!ase >ersion0 "ry renaming the 2i#e 7;*;/...*== in your C#2WI!*&WS2SYST$M 7irectory to 7;*;/...&=* an7 reinsta## Cash )egister (-press0 $rror /.GG :ata 2i#e not 2oun70 "his error usua##y occurs /hen C)( cannot #ocate the 7ata!ase0 3se Setup 8ile =ocations to ma9e sure that you are speci2ying the correct #ocation o2 the 7ata!ase0 $rror /.G5 "he 7ata!ase 2i#e has !een corrupte70 "his error is usua##y a resu#t o2 a po/er 2ai#ure or turning o22 your computer !e2ore e-iting C)( or 4in7o/s0 You can repair your 7ata!ase !y using Compact F Repair *ata%ase0 $rror /.O6 *nva#i7 characters in item0 "his error usua##y occurs /hen an apostrophe K VL, poun7 sign KCL, asteris9 KUL, or ampersan7 KFL appears in an item name or item num!er0 "ry changing the pro!#em item then reprocess the invoice0 $rror /.OO (rror occurs /hen searching 2or an item0 An item in the inventory may have a Huotation or some other punctuation mar9 in its item name or item num!er0 "ry re-entering the item in the inventory /ithout using any punctuation0 $rror /.OL Cou#7n?t 2in7 a ta!#e0 1ee error 0490 $rror /BK/ :ata too #ong to !e entere7 into the 7ata!ase0 "his error usua##y occurs /ith non-inventory items0 "he item 7escription may contain too many characters0 "ry shortening the 7escription0 $rror /BKO )ecor7 a#rea7y 7e#ete70 "he error occurs !ecause C)( is trying to access a 7e#ete7 item0 "o 2i- this, run Compact F Repair *ata%ase an7 ;ackup *ata%ase0 $rror /BL/ Not enough space on temporary 7is90 $ree up har7 7rive space !y 7e#eting un/ante7 or unnecessary 2i#es an7.or 7irectories0 $rror /B5K C)( is current#y in use !y another user or session0 You must c#ose 7o/n the other session !e2ore !eginning a ne/ one0

Appen7i$rror /B5O Corrupte7 7ata!ase0 )un Compact F Repair *ata%ase0 $rror //6K Current#y #oc9e7 !y another user0 4hen repairing 7ata!ase, ma9e sure that a## other stations are turne7 o22 !e2ore attempting repair 7ata!ase, then try to repair 7ata!ase /hi#e a## other computers are turne7 o220 $rror (.6.G Crysta# )eport [0)P" 2i#e not 2oun70 "his error occurre7 !ecause you are missing one o2 the crysta# report 2i#es in your insta## 7irectory0 )einsta## C)( to 2i- this pro!#em0 $rror (.6(6 3na!#e to #oa7 report0 "his error means that there is some error in #oa7ing the report !ecause the report is pro!a!#y corrupte70 )einsta## C)( to 2i- this pro!#em0 $rror (.6(K "his error occurs i2 you are printing a report an7 have not yet speci2ie7 a 7e2au#t printer0 1peci2y a 7e2au#t printer !y se#ecting Set *efault 0rinter 2rom the Setup menu in the 'ain *nvoice 1creen0 $rror (.6(5 "his error usua##y occurs /hen trying to print reports0 "his error in7icates that your har7 7is9 is 2u## an7 there is not enough space to either #oa7 or e-port the report 7ata0 "ry 2reeing up some har7 7is9 space0 $rror (.6// 3na!#e to open 7ata!ase 2i#e /ithin Crysta# )eport0 Contact PC America /ith the report you are trying to run0 Crysta# sometimes generates this error /hen the 7ata!ase structure has change7, so it has to !e up7ate70 $rror (.6/G (rror in Crysta# )eport :;;0 "his error occurs /hen one o2 the :;; 2i#e is corrupte70 You shou#7 rename it an7 then reinsta## C)( to rep#ace the corrupt 2i#e0 Chec9 2or :;; 2i#es /ith /rong 7ates, times, an7.or si5es Kespecia##y /ith a si5e 5eroL0

Technical Support
*2 you have any pro!#ems or Huestions an7 you cannot 2in7 the ans/ers in the he#p section or in the manua#, PC America /i## !e happy to give you technica# support0 "echnica# support is $)(( 2or 90 7ays a2ter your purchase0 *nc#u7ing upgra7es, "echnica# 1upport is C 00 Ksing#e userL or C499 Kmu#ti userL per year a2ter your initia# 2ree perio70 "echnica# support is avai#a!#e 9 am to 6%00 pm (1" 'on7ay through $ri7ay0 24 Hour "echnica# 1upport Contracts K, emergency a2ter hours ca##sL are avai#a!#e 2or an a77itiona# C 9, per year0 24 Hour "echnica# 1upport Contracts must !e arrange7 at #east one /ee9 prior to usage0 C)( so2t/are upgra7es are avai#a!#e 2rom the *nternet at http%..///0pcamerica0com0 Ca## "echnica# 1upport or your sa#es person to get the necessary pass/or7 2or any upgra7e0 A## upgra7es reHuire 4inBip0 *2 you 7o not have 4inBip, it is a#so avai#a!#e on the PC America /e! page0 3pgra7es are a#so avai#a!#e on C: 2or C10 p#us the appropriate shipping charge0 A77itiona# or ne/ copies o2 the manua# are avai#a!#e 2or C2, each0 4e a#so /e#come any comments or suggestions a!out our so2t/are0 You can reach our technica# support representatives at% >oice% &4,-26+- ,49 $a-% 'ai#% &4,-26+- ,,0 PC America Attn% "echnica# 1upport 60 North Harrison Avenue 1uite 40 Congers, NY 10920

*2 you are 2a-ing or mai#ing any Huestions, comments, or suggestions to us, p#ease inc#u7e your name, phone, an7.or 2a- num!er, the name o2 the company that you o/n or 2or /hich you /or9, the name an7 version o2 the program you are using, an7 a 7etai#e7 e-p#anation o2 your Huestions or comments so /e can he#p you most e22ective#y0

CA1H )(@*1"() (\P)(11 90-- 13PP<)" <P"*<N1

!$W Cash Register $,press L.,, 3pdate. "he ne/ 1000 3p7ate is avai#a!#e N<40 "he 100-- 3p7ate is $)(( on the internet i2 you purchase7 Cash )egister (-press /ithin the #ast 90 7ays0 *2 you purchase7 Cash )egister (-press or technica# support /ithin the past 12 months, a partia# cre7it is avai#a!#e to/ar7s the purchase o2 up7ates an7 technica# support options !e#o/0 Ne/ Cash Register $,press o/ners receive 90 7ays o2 $)(( "echnica# 1upport an7 3p7ates0 P#ease choose a technica# support p#an !e#o/ an7 2a- your technica# support contract !ac9 to LG6)(KO)/66.0 B Year Single 3ser 3pgrades and Incoming Technical Support -Q/..1. "echnica# support contract inc#u7es 10 incoming te#ephone ca##s Kyou ca## usL or a ma-imum o2 120 minutes K/hichever comes 2irstL0 "echnica# support is avai#a!#e 9 A' I 6 P' (1", '-$ !y ca##ing &4,-26+- ,490 B Year Multiuser -()6 stations1 3pgrades and Incoming Technical Support -QG551. "echnica# support contract inc#u7es 10 incoming te#ephone ca##s Kyou ca## usL or a ma-imum o2 120 minutes K/hichever comes 2irstL0 "echnica# support is avai#a!#e 9 A' I 6 P' (1", '-$ !y ca##ing &4,-26+- ,490 A77 C100 per station 2or up7ates an7 technica# support 2or each station a!ove , users0 Add QB.. for &utgoing Technical Support. Ca## PC America at 1-&00-PC-A'()*CA or 1-&00-+22-6 +4 \,02 an7 receive a ca##!ac9 /ithin !usiness hours avai#a!#e 9 A' I 6 P' (1" K#imite7 to , out!oun7 ca##sL0 Add Q/56 to any of the a%ove contracts for (G +our $,tended Technical Support. "echnica# support contract inc#u7es up to 10 te#ephone ca##s inc#u7ing , emergency a2ter hours ca##s up to 120 minutes0 *2 your system is 7o/n, this is consi7ere7 an emergency inci7ent0 1tan7ar7 technica# support is avai#a!#e 9 A' I 6 P' (1", '-$0 (mergency technica# support is avai#a!#e 24 hours per 7ay !y ca##ing 1-&00-PC-A'()*CA or 1&00-+22-6 +4, choosing option an7 #eaving an emergency message0 A technica# support person /i## !e page7 a ca## you !ac9 K#imite7 to 3010A0 ,0 statesL0 Name on Cre7it Car7 UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU Company Name UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU 1treet A77ress UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU City, 1tate an7 Bip Co7e UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU Cre7it Car7 Num!er UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU Cre7it Car7 (-piration :ate UUUUUUUUUUUUUUUUUUUUUUUUUUU "o7ay?s :ate UUUUUUUUUUUUUUUUUUUUUU 1ignature UUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUU

%C America Technical Support !re7uently Asked +uestions

;usy Signals "hen calling for technical support. <ur technica# support #ines are 2ree at #east 60E o2 the 7ay !et/een 9 A' an7 6 P', (1", '-$0 4e 7o not p#ace ca##ers in a Hueue to /ait 2or the ne-t avai#a!#e support person0 *2 you get a !usy #ine, 9eep trying0 'ost ca##ers can use [66 on their te#ephone to automatica##y 9eep ca##ing unti# the #ine is not !usy]0or, try one o2 the tech support a#ternatives #iste7 !e#o/0
=ive &nline Support. You can no/ reach the technica# support 7epartment #ive 9 A' I 6 P', (1", '-$ !y

using America <n#ine *nstant 'essenger KA*'L0 You 7o not nee7 America <n#ine to use this service0 Anyone /ith *nternet Access can use A*' 2ree o2 charge0 @o to """.aol.com an7 7o/n#oa7 America <n#ine *nstant 'essenger0 <ur on#ine chat name is P<1N<4 or posno/20
Support 7ia $mail. You can reach support !y /riting to techOpcamerica0com0 "his emai# a77ress is

monitore7 times per 7ay, , 7ays per /ee90 You /i## norma##y receive a rep#y the same 7ay !ut p#ease a##o/ up to 1 !usiness 7ay0 Support on the Internet. Any Huestion you may have has pro!a!#y !een ans/ere7 a#rea7y0 Prior to ca##ing, you shou#7 try #oo9ing at our support page at ///0pcamerica0com0 !et"ork 0ro%lems. *2 you have t/o or more computers connecte7 via a net/or9 an7 you 7i7 not purchase your Net/or9 2rom PC America, /e cannot support your net/or9 at no charge0 <ur technician /i## as9 you to con2irm that your net/or9 is /or9ing !y using Net/or9 Neigh!orhoo7 to test your connection0 *2 you net/or9 is not connecte7, you must see9 he#p 2rom the person /ho insta##e7 your net/or9]or, PC America can he#p you get your net/or9 /or9ing via a C99 Net/or9 surcharge0 &ther +ard"are 0ro%lems. *2 you purchase7 your har7/are 2rom a company other than PC America, /e cannot give you har7/are support at no charge0 4e have metho7s o2 testing most o2 your har7/are0 *2 you har7/are is /or9ing proper#y, /e /i## support your har7/are /ith Cash )egister (-press0 *2 your har7/are is not /or9ing proper#y, you must go !ac9 to your origina# har7/are supp#ier 2or support or pay a surcharge 2or support 2rom PC America0 "he most 2reHuent pro!#ems /e 2in7 /ith har7/are are seria# port con2#icts /ith mo7ems an7 mo7em so2t/are an7 printer con2#icts /ith certain printers /hich have so2t/are that ta9es over the para##e# port0 IC 7erify Credit Card 0rocessor 0ro%lems. *2 you have purchase7 *C >eri2y 2rom PC America or any other source, you must 2irst get *C >eri2y to /or9 a## !y itse#2, in7epen7ent o2 Cash )egister (-press0 "o get support /ith *C >erity, you must ca## Cy!ercash 2or assistance0 "he phone num!er is in your *C >eri2y 'anua#L0 *2 you /ant PC America to he#p you to get *C >eri2y to /or9, there is a C99 tech support surcharge0 'ost pro!#ems re#ate7 to *C >eri2y are cause7 !y having the /rong !an9 cre7it car7 phone num!er 2or processing, incorrect mo7em strings K/hich can !e reset automatica##y /ithin *C >eri2yL, con2#ict /ith 2a- so2t/are, or use o2 the /rong seria# port0 <nce you have *C >eri2y /or9ing in7epen7ent#y, /e can he#p you to get it to /or9 proper#y /ith Cash )egister (-press Kor Just #oo9 in the manua#L0 3pgrades. 3pgra7es to a ne/ version are C 00 1ing#e 3ser an7 C49, 'u#tiuser0 3pgra7es through the *nternet are $)(( /ith se#ecte7 technica# support contracts /hen purchase7 /ithin 0 7ays o2 the e-piration 7ate o2 your tech support contract0