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Welcome to WinJewel - The WinJewel Company

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1. Feic Bo i Appendix C Y 1 HARDWARE WINDOWS and WINJEWEL OVERVIEW Y
2. SET ALL DEFAULTS INTERLEAVED 12 of 5 ONE DISCRETE LENGTH 0 8 2 OF 5 Y 18 3 ZEBRA ELTRON 2642 PRINTER ASSEMBLE AND CONNECT THE PRINTER Open the printer by depressing the two green tabs on the sides of the printer Assemble the label roll guide with the label roll in the middle of the roller Place it in the label roller slots with the labels feeding off of the top toward the front of the printer Pull the green lever on the right front of the label assembly all the way forward to release the assembly Lift the assembly up until it locks in the upward position Feed the labels into the LOWEST possible slot behind the ribbon assembly The labels should appear UNDER label sensor in the middle of the roller area Adjust the label guides by turning the green gear wheel located low on the LEFT side in the area between the rollers and the edge of the case This will move the guides toward the labels and eventually close enough to slide over the labels and hold them in place Adjust so that the labels have only a tiny amount of slack on each side Firmly push down on the label assembly where indicated by the two arrows until the assembly is locked into place Close the cover WITH THE POWER SWITCH OFF on the printer plug in the power supply cord and con
3. a ee ee ey 200 00015 MANS 18K AMETHYST RING WITH 82 50 ACC BB Start L W 5 98 LARRY STEVENS 80 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK s Layaway Pmt On 80 20 00 BB Payment 0 Customer LARRY STEVENS 1 on slip 80 paid 20 00 by Cash 10 30 04 Layaway Pmt On 80 20 00 Lay BB Payment 0 Customer LARRY STEVENS 1 on slip 87 paid 20 00 by Cash Cash 204 09 WLayaway Pmt 40 00 Start Layaw 82 50 Total of taxable sales 153 00 Total of all Sales 153 00 Gross Profit W Total of all tax 1109 Total of tax and sales 164 09 Total of all Cash amp Cash Equivalents 204 09 Total of all Deposits 00 BOB BULLICK 153 00 100 Gross Profit 92 00 WATCHES 153 00 100 92 00 59 DAY 4 The layaway is paid off and picked up Notice that all totals now reflect the layaway transaction The layaway pickup is also reported Sales Slip Day 4 Reprint 10 31 04 a A ny Tow n Slip Number 88 Jewelers LAYAWAY SALE A A Any o 4 Form of payment LARRY STEVENS ny Town Cash 48 48 6810 54TH PLACE NE MARYSVILLE WA 98270 Customer 1 T 3 Number Description Ouantity Price Tax Total Layaway Pmt On 80 48 48 48 48 200 00015 Layaway Pickup MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK 1 82 50 5 98 88 48 BALANCE 00 00 PAID IN FULL 7 Thank you for choosing AnyTown Jeweler
4. 249 WinJewel TAKE CONTROL OF YOUR JEWELRY STORE Welcome to WinJewel WinJewel was designed by a jeweler specifically for use in a jewelry store It is easy to use and can help you keep track of everything that goes on in the store It is not a generic bookkeeping program but a comprehensive tool designed to improve the operation of your jewelry business To use WinJewel you will need Microsoft Windows 95 98 NT 2000 ME XP or Vista on your computer It helps if you are comfortable with the Windows operating system but that is not a requirement This manual and the built in Help throughout WinJewel will make it very easy to learn and use the system WinJewel is modular so you can use only what you need By this we mean you don t have to use all the functions of the program only those you feel will help your individual store Start slow and add elements one by one This will be easier on you and your entire staff This manual includes a detailed description of all of the components of the program Each chapter represents a major function you do in your store They also correspond to the individual icon pictures that are always displayed across the top of the WinJewel screen Sales Inventory Customers etc This text is designed to be reviewed while you are looking at the corresponding WinJewel screen To assist with this the manual will show items in ALL BOLD LETTERS when the selections or words are exactly the same as t
5. If you want to keep track of phone and similar information about the special preferences and dates customer s partner for this customer click on the A DETAILED PROFILE gray bar from the PROFILE screen You will then be able to record i A additional information such as AL anniversary date birthday favorite stone ring size work Partner s Ring Size Partner s Work Phone 2 Win Jewel Version 6 06 Build A1z Current printer is W DER Once you have completed E entering this information you can get a list of all customers by given characteristics such as age group favorite stone or any other profile item To do this s ma select FIND BY from the S Customer Screen and select the Click here to find by profil PROFILE or DETAILED PROFILE option Click here to find by profile A Click here to find by detailed profile Click here to find by wish list FIND BY is discussed in greater detail in the section 5 3 USING FIND BY FOR CUSTOMERS Y 5 3 FIND BY FOR CUSTOMERS FIND BY on the customer screen can create lists of customers that can be used for several purposes including but not limited to mailings You can find individual customers or groups of customers with similar characteristics by using the FIND BY button The following example will illustrate how to find all customers that live in zip code 98
6. Change Icon Advanced Cancel Apply 2 Click on Properties Click on the Shortcut tab if it is not already selected 3 Change the Start In box to read W WinJewel exe where W is the letter identified as the WJServer folder on the server in step 3 above 4 Click OK 17 When you start WinJewel on a client computer for the first time or just after the server has been updated to a new version of WinJewel then you may see the following information box The above message is normal when setting up a client machine It is warning you that proceeding with opening WinJewel will modify the data files on this machine This is exactly what we want to do when installing a client to a network Click OK and wait 10 seconds or more for the next message the server is dated AM this computer is dated AM Click OK WinJewel will close A black COMMAND PROMPT window will open Click any key to start the copy process It may take 30 seconds or more depending on the speed of your network to complete copying 18 e C WINDOWS system32 cmd exe i WinJewel gt pause WAIT FOR WINJEWEL TO END THEN Press any key to continue 6 When the copy process is done the next message will appear cos C WINDOWS system32 cmd exe i WinJewel gt pause WAIT FOR WINJEWEL TO END THEN Press any key to continue i WinJewel gt copy winjewel exe C WinJewe L WINJEWEL exe 1 file lt s gt copied i WinJewel gt pause
7. ONAARWN SALES ONO PON SALES 1 a OaONQDU PON SALES Nodo AN SALES Click on End Slip Confirm payment options Slip prints PAYING OFF A LAYAWAY Enter the customer information Select a salesperson Select the PAYMENT payment type Select LAYAWAY PAYMENT Select PAY OFF End the Slip Confirm payment options Slip prints REFUND a STORE CREDIT Enter customer information Select a salesperson Select PAYMENT payment option Click on REGULAR PAYMENT Enter amount as a negative number 100 Change the description field to REFUND STORE CREDIT Click on End Line No Tax Click on End Slip CHARGE a SALE store charge NOT a credit card Enter customer information Select a salesperson Enter stock number Select CHARGE payment type Click on End Line Tax or No Tax Click on PAYMENT payment type Click on DOWN PAYMENT Enter amount of down payment Click on End Line No Tax Click on End Slip PAYMENT to a store CHARGE Enter customer information Select a salesperson Click on PAYMENT Click on REGULAR PAYMENT Enter amount of payment Click on End Line No Tax Click on End Slip ENVELOPE sale BY ENVELOPE NUMBER Type the letter E in the first phone box press Enter on the keyboard Type in the rest of the Envelope number in the second stock number field Alternatively you can scan the barcode on the envelope Select the payment type Noa SALES
8. SALES 1 sow SALES 1 NOaRwWNh SALES 1 D RON OPADAAON gt Click on End Line Tax or No Tax Click on End Slip Confirm payment options Slip prints ENVELOPE sale BY CUSTOMER NAME Enter the customer information Select a salesperson Click on the REPAIR button at the bottom of the screen Select the repair envelope Select the payment type Click on End Line Tax or No Tax Click on End Slip Confirm payment options Slip prints ENVELOPE from SERVICE Screen When the envelope is on the SERVICE screen then click to the ENVELOPE NUMBER box You will be taken to the sales screen and the envelope will be filled in on that screen Select the payment type Click on End Line Tax or No Tax Click on End Slip Confirm payment options Slip prints 1 SEND OUT a MEMO item Memo option must be turned on in SYSTEM SETTINGS Enter customer information Select a sales person Click on MEMO payment type Double click in memo number box Enter date due and item information Click on PRINT Click on Save Exit RETURN AN ITEM OUT ON MEMO Enter customer information Select a sales person Click on MEMO payment type Select the memo number from list upper right corner Click on ERASE ENTIRE MEMO or REMOVE ONE ITEM Click Save Exit El TAKE IN a CONSIGNMENT If this option has been turned on in SYSTEM SETTINGS Enter the suppliers name and address information in the customer fields Sel
9. Special Codes Change Customer Balances ANYTOW Unlock Record ANYTOW To change an entry just point to See cost a position on the on repairs list and click and calc ANYTOW ANYTOW Exchange Require Code Rates to Start Program Time Cards E To close the pay period go to the STAFF screen and click on the TIME CARDS button 1 Click on SEE ONE EMPLOYEE S 2 WinJewel Version 6 06 Build A2e Current printer is 2Z000SERVER TIMECARD for each employee EE gt working that period and select PRINT CARD If you see an obvious error Staff San Start a new pay period and clear all current Time Cards fachas you can CHANGE AN ENTRY ON O e A CURRENT TIME CARD 2 When finished reviewing and printing o AET all of the active cards click on Allow a End Time Period button on Time Card screen START A NEW PAY PERIOD AND ias CLEAR ALL CURRENT TIME eres CARDS tna change To get a previous time card click on PRINT A CARD FROM A PAST TIME PERIOD Y 9 5 ADJUSTING TIMECARDS FOR BREAK TIMES Some stores want to pay employees for the time they are on breaks If you want your store to not deduct time when an employee is out on a break go to STAFF TIME CARDS and select the choice SET MAXIMUM TIME TO BE CALCULATED AS A BREAK If you enter 0 breaks will be deducted This is the default If you put any number larger than 0 then any check in that is less than or equal to that number of minutes
10. Mastercard Balance Mastercard Discover Balance Discover Amex Balance Amex Other Balance You have TO LITTLE by Total shown from customer i Click End Complete other payment customer fields as required depending on your system settings b In the popup window enter the agreed minimum payment amount This amount is only a reminder It is used to determine behind payment status i Click OK 10 At this point you may go to the Inventory Screen and do a Findby for the item The sales information will be displayed in the gray fields near the lower left corner The price sold will reflect the price of the item not the balance or payments V 3 14 5 Make a Payment to a Layaway Layaway payments should not be combined with other transactions If the customer wishes to apply a store credit or gift certificate to the layaway item process a refund of the credit or gift certificate on a separate sales slip prior to the layaway payment then apply the amount of the refund to a layaway payment 1 Enter the customer information 2 Select salesperson 3 Select Payment Payment type option button a Click on Layaway Pmt from the popup menu 46 _ WinJewel Version 6 05 Build A1d Current printer is W2000SERVERWHP LaserJet 4100 PCL 6 Proc E 2 3 3 0 11 Inven Cust ders rvice hecks Budgets I 360 658 9875 213 Tr Tow Pery Opelika AL 36801 16810 54TH PLACE NE 334 704 0009 Fax 334 704 0708 MARYSV
11. This is not the correct choice for changing the note on the sales slip The second item is Set the note to be made on each sales slip This is the correct choice SYSTEM ANALYSIS will provide a recap of some of your current WinJewel settings You can also review your business information and current license number When you click OK you will get a Drive Analyzer that will show your free disk space to close this window click on the x SHOW HINT displays random tips on operating WinJewel WWW WINJEWELCOM is a link to the WinJewel website It will open your Internet browser and take to WinJewel website if your Internet connection is on UPDATE FROM WEB will initiate the update process to your WinJewel program You should have a current sort and backup before clicking on this link It will take approximately 5 minutes with a high speed connection to 60 minutes with a dial up connection MANUAL FROM WEB is a link to the WinJewel website User Manual Page IP ADDRESS will display the ip address of your computer router This number is needed when setting up a NetMeeting OBSERVATORY TIME will dial in and automatically set your time and date to the correct readings NETMEETING is a special program to allow file transfer and control of your computer by the support people at WinJewel This is helpful when WinJewel Customer Support needs to troubleshoot configuration problems with your computer In addition there are some sp
12. Titles define the subtotals that will always appear on every WinJewel balance sheet and income statement report Every General Ledger account must be assigned to a category which in turn is assigned to a Fixed General Ledger Title or directly to a Fixed General Ledger Title without a specific category Y 13 2 RUNNING MONTH END REPORTS At the end of each month a series of reports should be run to give to your accountant and to keep on file for yourself These reports are found on the REPORTS END OF MONTH If the report has not been run this month there will be a designation Not Run Yet next to the name Each of these reports will give a recap of all the activity for the month and year that you select SALES REPORT CHECKBOOK REPORT ACCOUNTS PAYABLE REPORT INVENTORY REPORTS MONTHLY PURCHASES REPORT ACCOUNTS RECEIVABLE REPORT GENERAL LEDGER REPORT MONTHLY BALANCE SHEET These reports contain the total of all activity recorded by WinJewel for this accounting period If you are using a separate bookkeeping system these reports will provide you all of the information you will need to post entries to that system WinJewel also provides it s own accounting system The information from the above listed reports will automatically be posted to the internal accounting system Sales cost of goods sold inventory totals accounts payable etc will be moved to the appropriate lines on the Income Statement and Balance Sheet Before the s
13. and commission purposes OPTIONS The system allows sales credit to be equally split between up to 5 salespersons To enable this option go to REPORTS SYSTEMS SETTINGS SET SALES TO SPLIT BETWEEN SALESPEOPLE When this option is turned on a SPLIT SALE line will be added to the bottom of the salesperson list on the SALES screen To split a sale select this line then select the staff names that will split the commission OPTIONS A default staff member can be chosen for sales This staff member s name will appear on the sales screen and all printed sales transactions unless changed at the time of sale This will eliminate a step during sale transactions if there is only one salesperson To enable this option go to STAFF STAFF MEMBER select the staff member s name check the box USE THIS NAME IF NO NAME GIVEN 30 w 3 1 5 Enter the Item Description The cursor should now be blinking on the first STOCK NUMBER box Enter the first three digits of the stock number then press the ENTER key The cursor will now be blinking in the second STOCK NUMBER box Enter the next 5 digits of the stock number and press the ENTER key you can also enter the entire 8 digit stock number into the first STOCK NUMBER box If the computer finds a match for this stock number the DESCRIPTION PRICE and DEPARTMENT boxes will be filled in automatically If no match is found you should enter these yourself If you are using bar coded tags you can simply scan the ba
14. dollar sign when entering cost The cost will be converted to code by the computer when you tab or click into another field If you want to view the actual cost click in the cost field so that is outlined in red and click on the gray DECODE bar OPTIONS If you clicked on the PER GRAM COST button when you first started this inventory the calculated COST based on the items weight per gram will be calculated and copied into this field OPTIONS If you clicked on the ADJUSTMENT FACTOR button when you first started this inventory the amount of the adjustment factor will be added to COST and will be pasted in this field RETAIL required Do not use the sign when entering retail Enter the retail price you will sell this item for OPTIONS To calculate a fixed markup enter x or followed by the markup that you want to take For example if your cost had been entered as 100 00 then and you entered x2 5 in the RETAIL box the markup would be computed and the box would now have 250 00 OPTIONS To calculate the fixed markup you established in your department setup COST FACTOR just hit ENTER DATE SOLD CUSTOMER SLIP NUMBER and SOLD PRICE automatic These fields will be automatically filled in when the item is sold REORDER QUANTITY WEIGHT and QUANTITY WEIGHT IN STOCK automatic Enter the quantity weight level that you want to re order at in the REORDER QUANTITY WEIGHT field The field QUANTITY WEIGHT IN STOCK fie
15. n eri ae 3 12 WRITING A SALES SLIP RETURN DISCOUNT OR CREDIT 3 12 1 Return one item at a time for credit or refund 3 14 1 3 14 2 3 14 3 3 14 4 3 3 3 14 5 14 6 14 7
16. screen or between the FIRST NAME and ADDRESS box on the sale screen A credit to a customer is written by making the amount in the PRICE box minus and clicking on the CHARGE option for the type of sale USE A CREDIT To use a credit to pay for a purchase or part of a purchase 1 Enter the customer information on the sales screen 2 Select a Salesperson Al Enter the item s that the customer is purchasing Repeat for each item Click on CHARGE payment type Click on END LINE TAX or END LINE NO TAX Click on PAYMENT Click on REG PAYMENT Enter the amount of the existing credit to be used as a negative number 25 00 Click on END LINE NO TAX a Notice that the customer balance has been adjusted 10 Click on END SLIP O ee ua REFUND A CREDIT If the customer has a negative balance credit and you want to refund cash 1 Enter the customer information Select a Salesperson 3 Click on PAYMENT a Click on REG PAYMENT 4 Enter the amount of the existing credit to be used as a negative number 25 00 5 You can edit the DESCRIPTION field for example PAYMENT REFUND TO BE APPLIED TO SLIP 1234 6 Click END LINE NO TAX 7 Click END SLIP GIVE A STORE CREDIT 1 Enter customer information Select a salesperson Click on the PAYMENT payment option button Click on REG PAYMENT You can edit the description Add STORE CREDIT Enter amount of the credit to be given Click on END LINE NO TAX
17. was indicated on the sales screen Only one department can be marked for this feature SPECIAL NOTE FOR THIS DEPARTMENT If you click this button then you will enter a note that is to be printed on sales that are made to this department If you do NOT want to have some fields visible on the inventory screen when viewing an item that is marked in this department then put a check next to that field name This can be very helpful to clean up the inventory screen of boxes that do not need to be filled in for any one department If you want to totally eliminate a department click on that department and select ERASE THIS ONE DEPARTMENT and WinJewel will eliminate it on the next sort You can also delete all departments with the ERASE ALL DEPARTMENTS selection When you are finished entering data remember to click on SAVE EXIT so WinJewel will save your changes Y 2 4 SET UP SUPPLIERS Setting up Suppliers is required before entering inventory because the supplier number is part of the stock number Each of your suppliers must be assigned a 3 digit number between 001 and 997 Number 998 should be reserved for temporary suppliers suppliers that you use infrequently and number 999 is reserved for removing suppliers To enter a supplier go to the SUPPLIERS screen double click in the NUMBER field to auto assign the next available number or enter the three digit number of your choice Enter the supplier name All other information is optional Once al
18. 142 PRINTING YOUR STORE S LOGO Because different companies write the printer drivers there may be a big difference in how large a graphic image is printed from printer to printer If your logo does not print as you would like you can adjust it s size by selecting REPORTS PRINTER SETTINGS SET THE SIZE OF PRINTED LOGO FOR ALL PRINTED OUTPUT Now you can change the relative size by changing a number is the default size Any number smaller than 1 but larger than 0 will make the image smaller Any number larger than 1 will make the image larger Example 85 would be smaller and 1 25 would be larger You will have to play with the numbers and print samples to find the correct size for your printer and driver Once it is set it will remain the same until you change it again As you print material with WinJewel you may decide that you do not want your logo to print The default on all printed items is to print the logo but you can easily change this by selecting the following under REPORTS PRINTER SETTINGS SET THE LOGO NOT TO PRINT AT THE TOP OF LETTERS APPRAISALS SET LOGO NOT TO PRINT EVER This will substitute words for the store name and address TURN OFF THE LOGO ON PRINTED SALES RECEIPTS TURN OFF THE LOGO ON PRINTED APPRAISALS SET STORE NAME TO PRINT OR NOT ON REPAIR ENVELOPES Y 14 3 SPECIAL PRINTING SETTINGS Unfortunately all printers are not identical and many printer drivers work slightly differently WinJewel has been de
19. A O GENERAL LEDOER el BUD E TN O re TEN Ten Dre een nner re id PRINTING REPORTS TAGS LETTERS AND LABELS ic ics oda ca coed sansa vay ii aa ai 146 E MESINTENANEE ul BAUER 154 16 MULTIPLE STORE OPERATION siii iii h in ah h isaihiaid RATO 163 EE A SS A E he ERY Meee ae ST er 165 5 PRINTER A SP SE TU ah A A aa ai Seneca 174 Appendix A Network Drives AE DESTE a TON PETE ETE TIPE rey eeT 199 At a cc e accel aks 200 A sc a SS 207 INDE A 208 Table of Contents Hom A A A il 1 HARDWARE WINDOWS and WINJEWEL OVERVIEW cuina ahdha sa se n hea ss asasha s assa i is oi si sina 8 LI WMENSIMUNTEOA RE ARS REQUIEEMBNTS ud AI AA AAA A AAA 8 L2 W ORRINO WITH MICROSOFT WINDOWS a alaia aa 9 1 3 NAVIGATING WITHIN WINJEWEL Led PPC ri rd ES LS USING THE CANCEL BUTTON 00 A A a A sisi a ha 1 6 USING FIND BY 17 USING THE BUTLTISN CALCULA TOR iS A AS 14 13 CHANGING THE BACKGROUND COLORS OF EACH SCREEN ici re Sa salute ai ha isi asail 14 2 INTTTAL WINTEWEL SETUP uscar sti dese aiii pla 2 1 INSTALLING WINJEWEL 21 TSE snaa a 2 1 2 Install from the WinJewel CD Single and Multi User Versions 215 stail Your Log LICENSE ici si ai ias 21 3 2 CIO aaa 2 1 5 Complete the Multi User Version Installation 22 YOUR STORE LOCO ios 23 SETUP DEPARTMENTS A A A A A A Pere Tee e Tae 2A SET UPSUPPOTERS nt ida ii er E cad SS A DAS AAA AAA A A 2 5
20. ABC JEWELRY CO Address 123 ANY ST City State Zip ANTOWN Tica jen Y 10 1 CREATING INVOICES WinJewel is designed to require an invoice record for checks issued by the system When you enter new inventory you create an invoice and an accounts payable record for those items The final step of that process is to display the INVOICE screen You can also get to the INVOICE screen by clicking directly on the INVOICE icon If this invoice is part of the entering inventory the INVOICE NUMBER DATE AMOUNT DEPARTMENT and SUPPLIER information is already filled in on the INVOICE screen If this is a new invoice you will need to enter that data manually First select the Supplier from the list displayed in the large white box Everyone you regularly pay checks to should be entered as a supplier If the one you need is not listed click on the NEW SUP gray bar at the bottom and the system will take you to the SUPPLIER section so you can set them up Generally you should use the Temporary supplier number only for one time invoices The cursor will now be positioned in the INVOICE NUMBER box and you need to enter an invoice number or some other unique identifier for this payment like the account number for a credit card payment Next enter the DATE of the invoice or double click on that box and today s date will be automatically filled in The DATE DUE field should correspond to the date that the invoice is expected to be paid taking into con
21. DISCOUNT OR CREDIT Go to the LAYAWAY section of this manual chapter 3 14 to reverse a layaway Go to section 3 8 REVERSING ERASING A SALES SLIP to undo a slip that was entered incorrectly WinJewel provides a two ways to return an item to inventory and refund the customer e RETURN one item at a time allows you to choose how to refund the customer payout or store credit It is recorded by creating a new sales slip e REVERSE an entire slip returns all items on one slip to inventory and refunds the customer payment type exactly as it was on the original slip It also is recorded by creating a new sales slip If the original transaction was a store CHARGE the balance will be adjusted If it was a BANKCARD payment you must also run a refund transaction on their bank card CASH and CHECK payment types can be paid out in cash vw 3 12 1 Return one item at a time for credit or refund 1 Enter the customer information on the SALES screen 37 2 Select a Salesperson 3 Enter the item stock number of the item to be returned a NOTE If the item does not have a stock number i ii ii iv a Enter the description in the description field Enter the retail price no tax in the price field 102 00 as a minus amount Select a department Skip steps 4 5 38 4 A 2 WinJewel Version 6 05 Build A2g Current printer is ZOOOSERVER HP LaserJet 4100 PCL 6 message IA sn Pema e bo
22. End of Month C Envelope Reports C GL Accounts Inventory Reports C Invoice Reports C Mailing Labels C Order Reports C Printer Settings C Sales Reports C System Settings Shortcuts eee REPORTS Amo 3 Y tre y and UTILITIES E E Tad Tuesday December 21 2004 360 658 9875 Fax 360 651 8716 NEW BACKUP 12 21 04 MAKING A COPY OF THE WINJEWEL FOLDER An alternate method for backing up your data is to make a copy of the WinJewel folder using the utilities available in Windows Unlike the WinJewel BACKUP above this will copy both the WinJewel program as well as all of the data files This is the only way to make a backup to a write able CD Write able CD drives require additional processes that prevent the WinJewel copy process from saving directly to the CD through WinJewel REPORTS BACKUP There are more than one way to copy and paste folders in Microsoft Windows The basic process is to highlight the folder to copy WinJewel copy the folder select your destination then paste the folder The following is a brief illustration of copy and paste If there is a previous backup copy of WinJewel delete it before copying the new back up Do not overwrite one copy WinJewel onto another Copy the CAWinJewel folder from the server machine only Select the destination that the copy will be saved The WinJewel folder is copied to the destination C WJSupport Backup BES Edit View Favorites Tools Help O
23. No one will do these things for you and no computer professional including the staff at WinJewel can help you recover your data if a system failure occurs and you don t have a current backup Computers are man made machines Today s computers and software systems are very reliable but are not trouble free Hard drives crash networks go down printers wear out software gets outdated In addition to the computer system itself human error must be considered Backups are your protection against all of the things that could go wrong with any computer system V 15 1 2 What is Backup A simple question with many approaches but only one goal A backup is an insurance policy against the loss of information your records if a failure occurs The purpose of this discussion is an attempt to help you understand the importance of backup It is very important to back up your data on a regular basis You should decide how often to do this but remember that if you have a failure of your system you will have to reenter everything since the last backup We recommend backing up daily at the least weekly It is a good idea to keep multiple backups with each one clearly dated in a safe place PLANNING FILE MANAGEMENT getting organized It is recommended that you create a folder on the C drive of your primary computer and name it WJSupport You can save copies of important files here for example a back up copy of your WinJewel folder for
24. ORDERS icon A list of suppliers will be displayed in the large white list box in the bottom right corner of the screen Select the supplier you want to order from and click If the supplier is not on the list you must go to the SUPPLIER icon and enter them into the system Once you click on the supplier you want their name and normal terms will be automatically filled in the appropriate boxes on the screen The cursor will be blinking in the QTY Quantity box Enter the number of pieces ordered If 1 you can just skip over this field by hitting ENTER Next enter the supplier s item number in the STYLE NUMBER box and fill in the DESCRIPTION OF ITEM S box Next enter the COST EACH and the DEPARTMENT you want to assign it to Once the department is selected the Open to Buy amount will be displayed for your information If you want to enter some extra information for the supplier fill in the SPECIAL INSTRUCTIONS box This information will print right below the description of the item on the Order Form You can have separate instructions for each item If this order is not for a specific customer skip the Customer information and hit END LINE The system will ask if you want to use a special order number or you want WinJewel to assign the next available number Now the cursor is back in the QTY box and you can enter more items for this supplier When you have everything entered go to the DUE DATE box and enter the date you want shown on t
25. Pendant C Other C gt A list of any appraisals for this customer that are on file will be listed in the white box along with the date that the appraisal was last worked on If you want to review change or reprint one of these just click on that record If you want to do a new appraisal start entering the characteristics of the item in the appropriate fields remembering that each of these selections will be converted into words on the appraisal document If the item has a stone or stones click on the ADD A STONE button First describe the center stone by clicking on appropriate items or filling in boxes The small c button is a calculator for putting in dimensions of diamonds and letting the program do the math to figure the weight If you use this feature be careful to alter the weight that is the answer because the girdle thickness or other cutting abnormalities just as you would if you were figuring the weight yourself You can enter CLARITY COLOR and CUT point to the slide bar for that item and while holding the left mouse button down slide the bar to the appropriate setting If you don t move a slide bar for any particular entry then no grade will be shown in the text for that stone Therefore if you want to show the highest grade for any stone you must first move the slide to the right and then move it back to the far left When you are finished click on the END STONE button If you want to add other stones to the description
26. STAFF screen Each staff member is represented by one or two key letters These key letters are chosen by you while entering new staff They are used to identify the staff member on the various screens and data records The key letters must be unique for each staff member One option is to use letters that reference the staff member s name such as their initials Important It is possible to lock yourself out of WinJewel Please read this section completely before changing permission settings Before you activate Permissions Unlock Codes or Passwords you must give yourself access to the STAFF screen and write down remember your code There are two processes to enabling staff security 1 Set permissions who can do what a Give yourself permission to all b Give your staff permission to some all 2 Set protection what requires a password Important Give yourself Permission to access the system before telling the system to ask for a password Y 912 Give Yourself Permission to All 1 Click on the Staff icon to open the Staff screen 2 Click on the Add One button to add yourself to the Staff list _ WinJewel Version 6 04 Build A2p Current printer is 2000SERVERMH MEX JOA wee eo 1 2 3 4 gt 5 11 12 Sales Inven Cust Orders a Supplier Checks Budgets Reports Ez Staff Special Codes Si SALLY SANDERS Change Customer Balances SULLIV Unlock Record suttv To change an entry just p
27. Sales Slip Landscape or Portal A A EA 148 Sales Slip Lont Edi aaa Ea 148 Special Settings e Aligning Price Vis a a R 148 Findby Reports Font Size a A A A R 48 Most Printed Reports Font and Left Margin 148 Sales Slip and Repair Envelopes Font Size 148 Statements Font amp Left Malo Merccto ses sues dectesaveceesssadeassisvesssecacucass ss odeshstpasevuedsasneassascacscsvess soeasueiceshaceashiapas R A R E ROR tent 48 Checks Extra Spaces before Supplier Name Oien net E EE aa AC danger shoe dee boeueeed dbs AE E Sa sasta uesssalaeed ES 48 Form Letters Font amp Layout of 148 Repatr Envelopes LO D1 AES VA E AAEE E E T e O E O eee 48 NN UR be AppralSalS nnn REE sstavsaseonsebicasssasegssueiessaustavesegasassssededvasasayshdedessast saceucagecssseiaupasuapes sidisesd sagabavesssass cassesvasssetencbipa canvas A E T 47 Y AA O RON ON OR 47 Repair Envelopes usos ado aria EA a a E ORO VEIE Ape 48 Sales REC aspas 47 Windows Compatible iii id isis 146 Your Store LOGO vera AA A A A AA dd AA A dos 147 RS A rage seed E EE a EE EEEE E EEA Gatvuns oveuces cuca dias EE ETEA E E EE E RESE E Statements Alignment Options A eana E T E e A O a OE 13 33 98 99 100 107 123 207 E A EAA E E E N 134 144 71 74 90 93 q ls O A a A II A N EE 102 103 104 Click This Line to Balance Bala MA Ann ENE EE E EaR E aE E TEE AE EEEa EAER SAE 144 General Ledger and Bugeting a O A EIE SEE ES A
28. Size Type Date Modified File Folder 11 5 2004 11 10 AM File Folder 11 5 2004 11 10 AM Expanded File Folder 11 5 2004 11 10 AM Memo File Folder 11 5 2004 11 10 4M pictures File Folder 11 5 2004 11 10 4M RepPics File Folder 11 5 2004 11 10 AM WINJEWEL exe 14 356 KB Application 10 28 2004 9 24 AM 13 All computers on the network should have the same Time and Date style setting To verify this go to the Windows desktop and select MY COMPUTER CONTROL PANEL and check that the Style settings for both TIME and DATE are identical You should also verify that each PC has the correct date and approximately the same time Without this WinJewel will not be able to verify that all PC s are running the same version of the program You are now ready to run WinJewel in your store Y 2 2 YOUR STORE LOGO One of the first things you should do is verify that your store name and logo are correct The store name and logo appear on all screens and print on all sales receipts letters and order forms in WinJewel If the logo is not correct please contact WinJewel and they will generate a new one If your store address or telephone number changes you cannot change these fields in the License File yourself but must contact WinJewel for a new License File Y 2 3 SET UP DEPARTMENTS Setting up Departments is required before entering inventory because the Department is a mandatory field when entering inventory Departments are the logical divisions of merc
29. Sorcier ace O NAAA IAS O Seetu ene Ai Bet ren ace Edo phd ace Pwed 5 noet ene Bowe PE ee Download of tag page from Arch Crown 9 When this file has completed downloading open My Computer double click on local disk C open the WinJewel folder 10 Find the Zebra_6 5 4 exe file Double click on it This will launch the Install wizard to install the Seagull driver 11 This will create a folder on the c drive called Seagull C WinJewel File Edit View Favorites Tools Help Q Bach 5 P Search gt Folders l Y x Z ii Name Size Type Date Modified 2Dict htm 4KB HTML Document 12 31 1998 4 28 PM Y Zerofile exe 84KB Application 7 16 2004 4 21 AM 21 zip dat 1KB DAT File 9 22 2004 3 29 PM Eqzebra_6 5 4 exe 1 933 KB Application 9 23 2004 11 54 4M lt MT gt ADD THE SEAGULL PRINTER DRIVER FOR YOUR ZEBRA TLP2844 PRINTER 1 Goto Windows Printer and Faxes to install the Seagull program 2 Click on the File menu 3 Click on Add printer This starts the Add a Printer Wizard Add Printer Wizard Welcome to the Add Printer Wizard This wizard helps you instal a printer or make printer connections Printers and Faxes s Ifyou have a Plug and Play printer thal connects J through a USB port for ary other hot phugoable pert such es IEEE 1394 frated and so on you M S Edit View Favorites Tools Help do not need lo use the wizard Cick Cancel to Add Printer i gt Search Fol
30. Stock E Description Dept Price 039 0010 ENGRAVED HOOP EAR Q 4367 14KY 102 00 as Total 102 00 7 40 109 40 End Line HoTax O O Discount 1 Notice the customer balance has been adjusted when payment type is CHARGE iv Enter next item purchase or return or click on END SLIP b REFUND WITH A PAYOUT You may also take in a return and refund the payment to the customer i Use this procedure if the customer 1 is only returning items and the refund will be paid out 2 OR is purchasing at the same time AND the refund purchase amount is less than the refund amount AND the refund will be paid out 40 3 OR is purchasing at the same time AND the purchase amount is more than the refund amount AND the purchase will be paid in full ii Click on the desired payment type CASH CHECK BANKCARD iii Click on END LINE TAX or END LINE NO TAX iv Enter next item purchase or return or click on END SLIP Y 3 12 2 Reverse an entire slip Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM 1 Enter the customer information on the SALES screen 2 Select a Salesperson 3 Click on the PREVIOUS button near the bottom of the screen A list of previous transactions will appear for this customer 4 NOTE the date should not be
31. TLP2044 Defauk No Test page No To close this vazeed chck Frish Gs JC Co 16 Click Continue Anyway to the Windows compatibility warning message Hardware Installation The softwere you are installing for this hardware Printers has not passed Windows testingto i i i S La Logo beating to vaky Ao Copying Files your installation of this software may impair Lace immediately or in the future Microsoft strongly 3 that you stop this installation now and ol the hardware vendor for software that has passed Windows Logo testing eplSSchs dll To CAWINDOWS System32 spools zebra_tlp2844_f29b Continuing or destabdize the conect operation of your system STOP Installshon SET UP THE SEAGULL DRIVER PRINTER SETTINGS FOR YOUR ZEBRA PRINTER 1 Right click on the Zebra TLP2844 printer icon in Printers and Faxes A submenu opens up 2 Click on Properties 3 The Seagull properties window opens Printers and Faxes File Edit View Favorites Toob Heb Qe 2 JO search gt Folders EEN Name Documents Status Bee LaserJet 4100 PCL 6 on 2000SERYER 0 Ready SET o Ready lt ppan Set as Default Printer Printing Preferences Pause Printing Use Printer Offline Create Shortcut Delete Rename 4 Click on the General tab near the upper left corner 5 Click on the Printing Preferences button near the bottom 6 Click on Page Setup 7 Click on New 2 Zebra TLP2844 Properties 2 Zebr
32. adjusted for proper recording of the return 5 Click on the slip to be reversed and click on REVERSE VY 3 12 3 Discounts There are three ways to discount a price at the point of sale Two are discussed in this section The third is discussed in section 3 13 AUTOMATE THE DISCOUNT PROCESS METHOD 1 When entering an item on the sales screen change the amount in the price box to the amount you wish to sell it for before clicking on END LINE METHOD 2 When entering an item on the sales screen enter the item as normal and click on END LINE then enter a second line with no stock number but with the description box reading something like Less Discount Enter the dollar amount you want to discount as a 20 00 negative amount Use the END LINE NO TAX button if you do not want sales tax computed on this amount Y 3 124 Credits WARNING Charges and Layaways are discussed in greater detail in their respective sections But because we are discussing credits using CHARGE and PAYMENT option types in this section you should note that Charges and Layaways are two separate types of transactions A payment to a charge is not the same as a payment to a layaway A layaway is connected to an actual inventory item where a charge only creates a store balance credit for the customer Do not use REG or DOWN PAYMENT types for layaway transactions CREDIT A credit is recorded as a negative number in the customer s balance box on the customer
33. all of the blank numbers that were never used by the system You can then use these numbers by manually entering them on Service screen Y 8 APPRAISALS In order to do an appraisal you must start by going to the APPR icon Enter the customer information using the PHONE field like with the other screens Now click on the DO APPRAISAL button WinJewel Appraisal Worksheet Stone Shape Diamond Onyx Round Brilliant o i Rio Yolon mease e Watch C White sy General Type of Item Metal Color r e c Citrine r Ruby r Oval o i e Pr Bracelet Pink Sapphire Pear mi Emerald Topaz Other C Earrings Jade Zircon C Beads Lapis Other C Pearls pus ISE Spa Number ZZ r Other a a a Carat Quantity Dimensions i cE pp C Man s Lady s Sanam EE og F S1 V S2 Y51 S2 511 SI2 11 12 13 weit In un I DEFGHIJKLWMNOP Fancy Weight Units mee rE mu R C DWT Grams 7 Cut R Diamond Grading Report AnyT own Jewelers P end Stone 123 Any Street AnyTown CA 9001 Va Lh Format End this item End 360 658 9875 Fax 360 651 8716 The appraisal worksheet will appear on the screen WinJewel only uses this worksheet as a shortcut method for entering data to print an appraisal document for the customer As you complete the appraisal process you will be given the opportunity to edit the final document and only a copy of that document will be saved in the Customer record e Necklace C Two Tone Gama e
34. also reset the original colors by selecting the Set all colors back to default colors option 14 Y 2 INITIAL WINJEWEL SET UP Use this chapter as a checklist for setting up WinJewel in your business Y 2 1 INSTALLING WINJEWEL 2 1 1 Discussion The WinJewel software program needs to be installed on every PC in your network that will be using the system WinJewel comes in either a single user or a multiple user version The single user version is designed to work on a single PC and the program and all the data is stored on that PC The multi user version is designed to run on a network of several PC s Each PC will have a copy of the WinJewel program stored locally but the data will reside on a Server PC to be jointly shared by all of the workstations The single user version WILL NOT work in a multiple user environment and data will be lost so be certain you are using the correct version To verify the version you are on click on SYSTEM ANALYSIS located under SETTINGS on the main WinJewel screen This screen now will list all of the current settings for WinJewel including whether it is the single or multi user mode 2 1 2 Install from the WinJewel CD Single and Multi User Versions SINGLE USER INSTALL Put the CD in the single PC It will start the install program automatically Choose the SINGLE choice and it will load automatically Just follow the on screen directions The default for the installation program is to
35. and the Reason Then click on the PRINT or POST CHECK button WinJewel will automatically create an invoice record for this transaction The QUICK CHECK option can only be used if there is a single invoice for a single department or G L account Also project tracking is not provided Y 12 5 SPLIT PAY AN INVOICE If you want to pay only a portion of an invoice after you have selected the invoice and it is listed in the TO PAY box click on the SPLIT PAY gray bar Enter the amount that you want to pay on that particular invoice and that amount will be entered In addition a new invoice will be added to the invoice list for this supplier with the same invoice number but with the amount equating to the remaining balance after this payment You can now write the check as usual by clicking on the PRINT CHECK or POST CHECK button If you didn t want to write the check at this time you can leave the CHECKBOOK screen and the invoice will stay split for later payment Y 12 6 PAID OUTS PETTY CASH To make a paid out go to the REPORTS screen and click on DEPOSITS PAID OUTS PAID OUT Enter the date of the paid out the G L account where the item should be charged a brief description who it was paid to and the amount This paid out will show on the Daily Sales Report To clear the paid outs from the system you need to convert them to an invoice and write a check to Cash To see the pending paid outs select REPORTS DEPOSITS PAID OUTS SEE WAITI
36. be listed and if you click on one all the information will be displayed At any time you can click on SEE ALL ORDERS and a complete list will be displayed To remove any old orders from the system that have been received select ORDER REPORTS REMOVE OLD ORDERS Y 6 3 RECEIVING ORDERS When the order comes in and it is correct select MARK A WHOLE ORDER IN and enter the Order Number It will be removed from the outstanding order list Items can be marked in individually on an order Click on the item number from the detail view of the order then click on the MARK ITEM IN button ies a The order so far TA EE A Description RUBY RING WOMEN S WinJewel will ask you if you want to add these items to the inventory If you select yes the item information will be copied to the inventory screen the next time you enter inventory for the same supplier See section 4 2 1 SEE FROM ORDERS Be careful if you have already marked these ems to be added then they will be duplicated on r Y 6 4 ORDER REPORTS Selecting REPORTS ORDER REPORTS lets you get the following ORDERS PAST DUE REPORT Orders not marked in where the current date is later than the due date ALL ORDERS IN COMPUTER Y 6 5 ORDER REPORT SETTINGS Go to SYSTEM SETTINGS click on the Find By button and type order click OK Set note for bottom of printed orders Set the font for printing Orders Set orders quantity printed and customer na
37. chapter of this manual will go into FIND BY more specifically 12 A FIND BY button is included on the SALES INVENTORY CUSTOMER SERVICE INVOICES SUPPLIER and REPORTS screens This feature allows you to find entries in the WinJewel database that match certain criteria you enter To use FIND BY simply click on that button and then fill in one or more of the fields on the screen with the characteristics you are looking for and then click on the Find By button again All matches will be displayed and you can select the one or ones you want to see For example if you wanted to know how many ruby rings you had sold during the last three months for a price between 300 and 500 you would select the INVENTORY screen click on FIND BY type the word Ruby in the DESCRIPTION field 300 00 in the RETAIL box today s date in the DATE SOLD field and then hit END FINDBY WinJewel will then ask you specific questions to zero in on the dollar amounts and date ranges you desire When you have answered these questions all matches will be displayed in the large white box in the lower right portion of the screen Simply click the item or items you want to look at and the full record will be displayed As you look at each of the matches WinJewel will mark those that have been reviewed with a tick mark See Last Findby 100 i n b Click This Line to Print the list Cain 01111 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 C 00 01112 WIDE W
38. click on ADD A STONE again If you are entering multiple stones at one time such as with side stones that are all similar enter the total weight not the per stone weight in the CARAT box When you have finished entering any and all stones for this item click on END THIS ITEM and the program will create an appraisal letter To see this letter hit the SEE TEXT button This is presented in typical word processor format so all you have to do to make changes is move the cursor to the section you want to change and add change or delete anything on the page including the spacing You can also select a different format and size by clicking on FONT and making the changes When you are finished don t forget to SAVE the item so a copy of the appraisal letter will be attached to the customer record When you are ready to print the appraisal form click PRINT and enter the number of copies you need If you want to include a picture of the item select YES when asked and search for location of the item on your system If this was an inventory item that you previously stored with a picture you can find it by searching the WinJewel folder Pictures folder folder number for the supplier and then selecting the stock number The picture will print on a separate piece of paper The Appraisal letter includes some standard language that you may want to customize to your particular store Clicking on the FORMAT button will let you change various lines as well as
39. create a folder called C WINJEWEL SERVER INSTALL Put the CD in the computer that is to be the server and it will start the install program automatically Choose SERVER The default for the installation program is to create a folder called C WJServer WinJewel WinJewel can be installed into other locations on your hard drive but please call and discuss this with the support staff at WinJewel before doing this The installation process will direct you through this and you should be very careful when changing any of the default settings If you have any questions please consult WinJewel customer support CLIENT INSTALL If you are running the Multi User version of WinJewel you should install WinJewel onto the other computers in your network by using the CLIENT version of the install program Y 213 Install Your Logo License SINGLE USER The logo license must be installed on the single user computer in the WinJewel folder MULTI USER In a multi user environment the logo license must be installed in the WinJewel folder of the server computer ONLY w 2132 Discussion After the program is installed on your primary computer you will also need to install your store s unique License Files This can be provided on a separate floppy disk e mailed to you or downloaded from the Customize page of the WinJewel website go to www WinJewel com then click on the Customize button This License File contains all of the special sec
40. cut off You can also customize the labels that appear on each screen To do this you go to the screen that you want to change and type the words CHANGE LABELS into the first box that is large enough to take the words On some screens this is not the first box and hit ENTER Each label will now be displayed one by one with the current name that appears for that item Enter the new name and hit OK If you want to make no change for that label simply hit the OK button with no changes You can see the labels changing as you enter each one If you want to set the labels back to the default settings go to the REPORTS SYSTEM SETTINGS and select the RESET ALL SCREEN LABELS TO DEFAULT SETTINGS You can also change only one screen back by selecting the RESET button for that particular screen Y 15 5 UNLOCKING A FILE IN THE MULTI USER MODE If you are running WinJewel on a network leaving the program in an unexpected way such as by turning off the computer or experiencing a power failure or system error may lock the file s you are working on You will get a message saying the record is locked if you try to access a file This is the normal notice you will get if someone is accessing the same file or record on one of the other computers on your network However if you are sure that no one else is using the system or has left the computer with a file open on the screen you can unlock a file in the following way Click on the UNLOCK choice and enter
41. displayed If you click on any specific one the CUSTOMER screen will be filled with the Customer record and the Followup will be deleted IMPORTANT NOTE TO NETWORK USERS Followups are unique to each computer in your network Followups that are made on a specific computer are not available on other computers This is by design For example Followups that are done at the computer in the Accounts Payable section will be different than the follow ups that are done at the take in desk of the repair department Y 5 11 DELETING CUSTOMERS FROM THE FILE A customer can be deleted from the file by going to the CUSTOMER screen and bringing up the customer Click on REMOVE CUSTOMER and the system will eliminate the customer from the file the next time that you run a sort IT IS NOT A GOOD IDEA TO DELETE CUSTOMERS This will stop you from ever looking up the information about this customer notes sales and repairs and may leave attached records orphaned in the system which may cause problems If this was an active customer be certain to move all slips and envelopes to another customer before you delete the customer Because deleting them can cause problems it is usually better to make a note on the account as to why they shouldn t be used and change the address to something like Do not use customer or Duplicate use other name or some other notice that will prevent inadvertently using this customer record Y 5 12 TO MARK A CUSTOMER AS A WHOLES
42. established by selecting REPORTS PRINTER SETTINGS SET DEFAULT NUMBER OF COPIES OF SALES SLIP TO PRINT However on any given sales slip this number can be changed by putting the cursor in that box and typing in any number desired This must be done before you hit the END SLIP button The Sales Slip will include the date your store logo the slip number the customer s name and address the form of payment a full description of the item including the Stock Number the amount the customer s current balance the salesperson and a special message line To set the special message line select REPORTS PRINTER SETTINGS SET THE NOTE TO BE MADE ON EACH SALES SLIP The unique customer number will also print on the Sales Slip You can undo this by selecting REPORTS SYSTEM SETTINGS SET THE CUSTOMER NUMBER TO PRINT ON SALES SLIPS Y 3 3 SPECIAL CUSTOMER INFORMATION ON SALES SCREEN Anytime that you have a customer filled in on the screen several additional information items are available At the bottom of the screen are several gray bars that can be selected SEE NOTES will show all notes previously entered for this customer You can also make a new note by selecting MAKE NOTE To close the note press the Enter key or click in the gray border around the note All previous sales slips for this customer will be displayed with the PREVIOUS selection as well as the customer s PROFILE screen and any outstanding REPAIR envelopes You will note th
43. fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM However sometimes you may find that you need to go back and change an old slip To do this go to REPORTS SALES REPORTS SEE OR CHANGE ONE DAY It is important to remember that this process does NOT automatically change the customer s balance and the inventory records It does change the totals on any day or month report if you run that report again Be very careful making any change because very few of the checks and balances safeguards that are normally built into the WinJewel system will be working From the SEE OR CHANGE ONE DAY SCREEN enter the date for the slip that you want to change Point and click on the line of that day that you want to change Each separate part of the sales slip will display in a window box and allow you to change it After you have completed making the changes you will be given one last chance to not change the slip Enter SAVE if you want to make the change permanent 36 Y 3 10 MOVING A SALES SLIP If you want to move a sales slip from one customer s account to another go to REPORTS CUSTOMERS MOVE SALES SLIP FROM ONE CUSTOMER TO ANOTHER Enter the customer number of the from customer in the FIRST CUSTOMER NUMBER BOX and hit ENTER If you don t know the number click on FIND A CUSTOMER NUMB
44. information about how the WinJewel data is stored It has no use for people who just want to use WinJewel to access the files but is provided for technicians who want to use other programs spreadsheets or text editors to access the data Most files for WinJewel are stored in ASCII format for ease of export The file itself usually ends in DAT and the corresponding file with the pointer information is stored with a suffix of either PT PTN PT2 or PT3 The first number in the pointer file is the total number of records in the primary file The second number represents the number of records in the primary file the last time that the file was indexed sorted Since these are relative files position means everything It is very important that you do not replace any information in a file with information of a different length All records in the file could be affected It is always best to make a copy of the file and work with the copy FILE INVENT DAT POINTER INVENT PT5 Venl With 3 Numl With 5 Descl With 252 MinQuantity 1 With 3 Center With 5 StoneColorl With 1 Clarityl With 4 Cutl With 3 Shapel With 1 Taxl With 1 TWI1 With 5 Reordl With 20 Grams With 6 Karatl With 2 Colorl With 1 DatePurl With 8 InvNum1 With 15 DateSold1 With 8 Custl With 20 Multiple With 1 LastNotel With 6 CustNuml With SlipNum1 With Memol With 1 Deptl With Costl With Retaill With SoldForl With SerialNum1 With AutoRe
45. item in the inventory record Do not delete the existing inventory item 100 01111 MANS 18K AMETHYST RING until you have entered your own inventory Departments should be set up before entering inventory for the first time When you enter inventory you will be required to select a department If you enter inventory then enter your departments you will have to go back and change the department of each piece Suppliers must also be entered into WinJewel before entering inventory WinJewel Software recommends that retail stores do not enter items as MULTI UNIT ITEMS with the exception of generic items such as batteries WinJewel provides many customer and inventory reports that only work with items that are entered as single unit items QUICKLISTS in appendix C provides a condensed breakdown of common tasks The normal sequence for entering inventory is Enter invoice information from your supplier Enter item information Enter additional items End invoice SE ia home Steps 1 and 2 are discussed in this section Steps 3 and 4 are discussed in the next section 4 2 MULTIPLE ITEMS FROM ONE SUPPLIER 413 Entering Inventory ENTER INVOICE INFORMATION FROM YOUR SUPPLIER To start entering inventory go to the inventory screen click on the INVEN icon and the Inventory Screen will appear 1 2 3 Click on the gray button in the lower left corner of the screen labeled NEW INV A new window will appear Enter the INVOICE NUMB
46. network and Allow network user to change my files If not already there make the share name C Click OK Connect the clients to the Server Connect a drive from My Computer or Windows Explorer The following steps need to be done on each client computer 1 To connect a drive from My Computer click Start right click My Computer and then click Explore To connect a drive from Windows Explorer right click Start and then click Explore 2 On the Tools menu click Map Network Drive 3 In the Drive box click a drive letter 4 In the Folder box type the UNC path for the server and shared resource in the following format server name share name You can also click Browse to find the computer and shared resource You can map shared drives and shared folders When you access a shared drive or folder you can also access subfolders if you have the appropriate permissions However you cannot map a drive for a subfolder that is not explicitly configured as a shared resource If network drives are not available from My Computer Connect a drive from My Network Places 1 Click Start click My Network Places click Entire Network and then double click Microsoft Windows Network 2 Double click the domain that you want to open 3 Double click the computer that has the shared resource you want to map All the shared resources for that computer automatically appear in the window 4 Right click the shared drive or folder that you w
47. not selected on this screen The example on this screen shows that 99k line 1 on the Ist side will print the value of Karat for the item being printed If the item does not have a value in this field in inventory this line will be blank Y 18 6 OTHER TAG PRINTERS Install the software supplied by your tag printer The setup may be slightly different but follows a similar process as the ZEBRA ELTRON 2844 Refer to SET UP THE SEAGULL DRIVER PRINTER SETTINGS FOR YOUR ZEBRA PRINTER for generalized instructions Contact WinJewel support for further assistance Y Appendix A Network Drives How to connect and disconnect a network drive in Windows XP Article ID 308582 Microsoft Support Last Review June 7 2004 Revision 2 0 This article was previously published under Q308582 INTRODUCTION To connect and disconnect a network drive in Microsoft Windows XP you can use one of the three methods that are described in this article You can map a drive letter to any shared resource on a network For each mapped drive an icon appears in My Computer and a listing appears in the left pane of Windows Explorer SET THE SERVER TO SHARE The computer that will be used as the server where the WinJewel data is stored must be set to share so the clients the other computers can access it On the server computer go to My Computer and right click on the CA drive Click on Sharing and Security Put a check mark in Share this folder on the
48. number of days to complete You can just click on any one of these services and the fields will be automatically filled in You can access the ADD LABOR screen by also clicking on the small arrow located to the right of the INSTRUCTIONS box You can print this list be going to REPORTS ENVELOPE REPORTS PRINT THE ENVELOPE PRE DEFINED LIST You can also keep track of the actual service time logged for this envelope by clicking on the TIME button located just below the LOCATION box A list will be displayed of all staff with the SHOP LIST box checked as part of their employee record When service is being performed on this job envelope the employee can click on their name and click on the START button WinJewel will keep track of the time elapsed until they click on the STOP button For a lengthy process several different time sequences can be tracked and the system will total the time by individual There are also several shortcuts that can make using the SERVICE screen easier Selecting REPORTS ENVELOPE REPORTS SET DEFAULT DEPARTMENT FOR ENVELOPES will allow you to skip over that field when entering data and the system will fill in that department automatically Selecting REPORTS ENVELOPE REPORTS SET DEFAULT NUMBER OF DAYS BETWEEN IN AND DUE will let you set the average number of days to complete service items When established double click on the DATE DUE field and the system will compute and fill in that date Y 7 4 ENVELOPE REPORTS The foll
49. on this particular Memo When you are finished select PRINT or SAVE and a return date and time will be requested The printed Memo will list all of the items At any time you can bring up the customer on the sales screen and select Memo to see all of the outstanding Memos When items are returned you can check them back in using the same method You can also bring up the item on the Inventory Screen and the date name of the customer memo number and word Memo will be displayed Y 3 26 DONATION SALES SLIPS To create a special sales slip for a donation go to REPORTS SALES REPORTS WRITE A DONATION SALES SLIP This option requires the user to have an authority level that will allow access to the STAFF screen which is generally limited to supervisory personnel Next complete the Sales screen like normal and the sales slip will specifically designate a donation Y 3 27 PARKING A SALE If you are in the middle of writing up a sale and you want to do something else then you can click on the PARK button This will save the slip as far as you have gone and allow you to unpark it at a later time A parked slip is saved to the local computer only You can not unpark a slip that was parked on another computer Another way to park a slip is to click on the small letter X that is directly under the HELP icon in the upper right of the WinJewel screen If you do this and you have entered any item on this slip then you will be prompted if you want to
50. or drive Enter the path where you want the backup to be saved The slashes that separate each folder name are back slashes and are located on the number row of your keyboard above the Enter key If there are any files already in your destination path they will be erased during the back up process This results in copying only the latest WinJewel files WinJewel Version 6 06 Build A2e Current printer is 5 X mn pe p p i 2 3 4 Some 8 g 10 11 Sales Inven Cust Orders Service Appr Staff ices Supplier Checks Budgets Reports En Backup to drive A C Accts Receivable Backup to drive B C Customers C Departments Backup to other C Deposits Paid Outs Backup pictures by supplier number Dialer Settings C Due Reports End of Month C Envelope Reports C GIL Accounts C Inventory Reports C Invoice Reports C Mailing Labels C Order Reports C Printer Settings C Sales Reports C System Settings Restore from drive A C Shortcuts Restore from drive B Sorts Restore from other C Suppliers Reports WinJewel Version 6 06 Build A2e Current printer is Li E A I Dd 1 5 ta 4 5 3 i y 2 3 S 6 El 10 11 Sales Inven Cust Orders Service Appr Stal es Supplier Checks Budgets Reports WinJewel Enter the path to where you want the backup In order for this to work there must be such a path C Accts Receivable C Envelope Reports C GIL Accounts Inventory
51. or other software If your printer connects to your computer with a serial or parallel you do not need to install this software onto your computer WinJewel will support your printer directly If your printer connects with a USB connector you will need to install external software Read which software to use before installing any tag printer software vw 18 12 Which Software to Use There are two methods for making your tag printer work with WinJewel e WinJewel driver software e Other driver software The WinJewel driver handles most printing requirements and is the easiest to set up If the WinJewel driver is used no external software should be installed onto your computer printers and faxes for this particular tag printer The WinJewel driver should be tried first If this does not satisfy your tag printing needs then consider using the other drivers available for your tag printer Other drivers will be required for any tag printer that uses a USB connector Datamax provides software that is designed by Seagull You may install this software from your Datamax CD If you have a Zebra Eltron printer do not install the software supplied with your printer Use the Seagull driver available from the WinJewel website www WinJewel com bottom of the Customize page If you have or are considering another printer brand please contact WinJewel support w 181 3 Barcodes In order to print barcodes a special font must be installed on the co
52. payment WinJewel Version 6 05 Build A1c Current printer is 2OOOSERVER HP LaserJet 4100 PCL 6 ES a x ERA E k P 2 3 4 5 6 7 8 El 10 11 12 Inven Cust Orders Service Appr Staff Invoices Supplier Checks Budgets Reports EI LJ Shenk s Fine Jewelry PARRY co market st York PA 17401 717 718 8700 FX 717 718 8702 6810 54TH PLACE NE Noreen67 suscom net MARYSVILLE a b A Layaway popup window opens There will be a window for each open layaway transaction c Make sure the correct layaway is selected 1 Click on the Pay On button WinJewel Version 6 05 Build A1c Current printer is W2000SERVERAHP LaserJet 41 E El Invoices Supplier al amount of payment d Enter the amount of the down payment and click OK e Note that the customer account balance has been posted below the customer name boxes The balance does not reflect the payment you are about to make 7 Click End Line No Tax button the tax has already been applied 9 Click End Slip a In the next popup window either click on the Balance button corresponding to the payment type cash check bankcard to automatically enter the payment amount or enter the amount in the appropriate box es The balance buttons will only appear when the total amount entered into each box does not equal the amount this slip calls for This slip calls for 50 This slip calls for 50 Return t Check Balance Check Visa Balance Visa
53. provides the opportunity to establish an extended service plan option for items sold First you need to create a special department for these items such as ESP Next select REPORTS SYSTEM SETTINGS TURN ON OFF THE EXTENDED SERVICE PLAN ON SALES SCREEN 63 A price matrix is provided so you can set different price points depending on the size of the sale Next you can establish the message text that will be printed on the sales slip and the department to be assigned ESP or whatever you called it You can also establish a special reminder message that will appear if the salesperson does not select the plan for this particular sale Remember to hit SAVE There will now be an EXTENDED SERVICE PLAN selection box located at the top of the SALES screen This box can be clicked on at any time prior to hitting END SLIP When it is checked a new line will be added to the sales slip with the description and correct amount If it is not clicked there will still be a notice for the salesperson reminding them to ask the customer about the Extended Service Plan Y 3 19 SPECIAL ORDERS If you want to designate that a particular sales transaction is for an item that was special ordered you can turn on a check box on the SALES screen which will say SPECIAL ORDER When checked the sale will be marked as Special Order both in the WinJewel record and on the printed Sales Slip To turn on this feature go to REPORTS SYSTEM SETTINGS SET THE SPECIAL OR
54. quicker search and retrieval response times When new items inventory customers etc are added to an existing database in WinJewel they are added to the bottom of the database The SORT processes runs through the entire database and places these new items into their respective positions If an item is marked for deletion the SORT removes them from their respective position It is very important to the speed of the program that you periodically sort the files Any item can be found in the computer whether it is sorted or not but it will speed up the system significantly if a sort has been done Click on REPORTS SORTS to see the options available While you can sort individual files it is usually best to use the SORT EVERYTHING NOW selection When you run this the system will remind you that this could take a long time if you have a lot of information stored in the computer WARNING All other processes must be stopped while WinJewel is SORTING Do not attempt to perform any transactions or access any screen while the SORT is in progress WinJewel should be closed on all other network client machines to prevent accidental interruption of the SORT Because SORTING rewrites the entire database there is the potential for errors to occur If a problem does occur restoring from your backup is the best resolution It is your responsibility to do a backup before SORTING An automatic SORT can be set to run after business hours Doing this w
55. remember to make a backup copy of your WinJewel folder just before starting the update Corrupted Files Every program on your computer relies on instructions written in computer code This code is stored in files and these files are saved onto your computer hard drive Files can become corrupted or unreadable by the computer processor There is not much that can be done with a corrupted file except to replace it from your backup Operator Error We all do it We get click happy with the mouse we try things that we don t fully understand we accidentally delete files Most of the time we survive but occasionally we pass a point of no return It is much easier to restore your program from a backup then to try to undue whatever you did to get yourself in this mess Y _15 1 3 How to backup your WinJewel data There are two basic methods for backing up your data running the backup through WinJewel REPORTS and making a copy of the WinJewel folder There are advantages and disadvantages to both methods There is no reason to not do both although either one is sufficient The backup process done through WinJewel REPORTS takes all of the data files compresses them makes them smaller and saves them in a separate folder Making a copy of the WinJewel folder copies all files within WinJewel and saves them in a separate folder The backup through WinJewel REPORTS is smaller in size the copy of the WinJewel folder is more complete WINJEWEL REPORTS B
56. save the slip that you are working on This too will place the slip into the park file so that you can retrieve it later While a slip is parked you or other users of WinJewel can write other slips without bothering the slip or slips that are in park 67 To unpark a slip click on These are the slips that are currently parked Ea the UNPARK button J a This will showa list of Click on the slip that you want to unpark Cancel any slips that are in the park file Click on the slip that you want to unpark The UNPARK button is only visible when slips are in the park file This is your way of telling that slips are there Eliminate a parked slip BB 12 4 02 LARRY STEVENS C WiJPark park2 Y 4 INVENTORY 42 WinJewel Version 6 06 Build A1z Current printer is 12000SERVERWHP LaserJet 4100 PCL 6 i i 0 11 12 Supplier Checks Budgets Reports Description MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK Stock Number Multi Use Center Stone Ct Total Wt un s 7 Reorder Number Auto Po 8X10 Mone kutarade 123456789 Grams Karat Color Department p Map pS See Last Findby Tag ral ee Taxable O Hon Taxable Click This Line to Print the list Date Purchased Invoice Number__ Multiple Unit Item s400 01111 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BAS1 1 1 95 70554750 100 01112 WIDE WEDDING BAND WIT
57. selection you will need to set location settings so the name and address will print exactly where you want it to on the form To change the printing format for labels you will need to select REPORTS MAILING LABELS SET SPACING FOR LABELS and a formatting screen will appear If you are using Avery labels you can select the predefined Avery tag layouts from the Pre defined layouts drop down box If your label is not listed you can define your own settings Print a few labels to sample and then use the trail and error method to make changes until the labels print exactly the way you want You should first adjust the size of the font so that the vertical spacing is correct and then the POSITION number for the horizontal spacing Once you have adjusted the first two labels to print correctly enter the number of labels across and the number of rows on your label sheet and WinJewel will adjust the remaining part of the page Hit SAVE EXIT when you are finished If you use several different types of labels you should write down the settings for each as you will have to reset them before you print Y 14 8 PRINTING SERVICE ENVELOPES There are several alternatives for printing service envelopes The normal default way is for WinJewel to print the envelope information on a single piece of paper You can simply place this paper in a clear zip lock type bag This is the default way of printing in WinJewel You can also have WinJewel print the
58. server to the unique folder 4 Define sales slip ranges a Main Store b Branch 5 Set up sales slip numbers a Set sales slip number to load locally on the clients using Remote Desktop i SYSTEM SETTINGS 1 SET SALES SLIP NUMBER TO BE LOADED FROM DRIVE C 2 Starting Slip b Set the sales slip rangers for each branch store i SYSTEM SETTINGS 1 SET THE SALES SLIP NUMBER RANGE FOR EACH BRANCH 2 Starting Slip Y Appendix C QUICKLISTS Photo copy and use these lists for reference aides at your computer terminal SALES 1 ONDUA WN SALES to 00 4 02 NBO N SALES SALES AS Regular SALE WITH STOCK NUMBER Enter the customer information Select a salesperson Enter the item stock number Select the payment type Click on End Line Tax or No Tax Repeat step 3 5 for more items Click on End Slip Confirm payment options Slip prints Regular SALE WITH NO STOCK NUMBER Enter the customer information Select a salesperson Leave stock number boxes blank Enter the item description price and department Select the payment type Click on End Line Tax or No Tax Click on End Slip Confirm payment options Slip prints Regular SALE AUTO ASSIGN a stock number Enter the customer information Select a salesperson Double click in the first stock number box Select a supplier from the list Select the payment type Click on End Line Tax or No Tax Click on End Sl
59. the spacing border and whether you want your logo to print or not When you SAVE these changes they become the default setting for the next appraisal letter When you are finished be sure to hit SAVE if you want to save the appraisal document in the customer record To exit the appraisal part of WinJewel select EXIT NO SAVE Y 8 1 DOING A QUICK APPRAISAL If you want to have the ability to do a quick appraisal at the time of a sale go to SYSTEMS SETTINGS ALLOW DO APPRAISAL BUTTON ON SALES SCREEN WinJewel Word or words to search for Click on Find By The search is not case sensitive and each word can be anywhere or in any Type appr order in the line to match Divide each yP PP word from the next by a space Click OK Click on Allow for Do Appraisal button on the sales screen een Mg See List of System Settings End WinJewel Settings A special button will now display on the Sales Screen when a valid stock number is entered When this is selected WinJewel will take as much information as it can from the Inventory record for the item and prepare an appraisal document including using the Retail Price for the PRICE field You still will have the ability to edit this document and change any of the fields before printing OPTIONS At the top of the Invent screen is a small A button Click on this to prepare the appraisal document in advance to use when the item is sold Y 8 1 DOING A
60. the box has a red border around it it is said to have the focus This means that you can type information on the keyboard and it will be put into that box You can choose a box give 1t the focus by putting the pointer in the box and clicking the mouse Once a data box is chosen it will respond to whatever you enter using the keyboard keys You can use the ENTER or TAB key at the end of entering or changing the information in a data box The focus will go to the next box It is possible to put a longer entry into a data box than will show in that box When the program saves this information it will sometimes be cut off at the maximum length allowed for that particular information Experiment with the BACKSPACE DELETE and the CURSOR keys to see how they effect the information in the box Remember that each box no matter where in the program will respond the same DROP DOWN BOX 10 A drop down list box has a small arrow to the right If you click on that arrow a list of possible entries for that ACCESSORIES WATCHES box will drop down from the box If you point to any a ee entry and click that entry will be entered into the box CERTIFICATES GIFT E l CLOCKS If the list is longer than the box can show at one time a i COLORED STONE RINGS bar with two arrows will appear on the right of the box DIAMONDS LOOSE I Use this bar and arrows to see more of the list EARRINGS ESTATE JEWELRY A Drop Down Box can also be t
61. the code to unlock This code is set on the STAFF screen Always be sure that no other computer is using the file This could lead to lost data in the file Y 15 6 SPECIAL WINJEWEL SETTINGS There are several special things that can be done from WinJewel s Main Menu screen Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual rogram data See section 2 8 SETTING UP A TRAINING PROGRAM SYSTEM SETTINGS and PRINTER SETTINGS provides lists with options that allow you to modify the way WinJewel works There are many options available within these two settings screens and more options are added regularly as WinJewel is updated The most recent additions will be located at the bottom of the list The easiest way to find an option for your needs is to click on the Findby button at the bottom if the screen type in a word or partial word of the option you want to find then click OK A list of search results will be displayed Read through all of the returned results before clicking on one There may be more that one result with similar but different descriptions For example to change the note at the bottom of a sales receipt go to printer settings click on the Findby button type in the word note click OK The list of search results is displayed The first item is Set the not to be made on each statement
62. to the total you can correct this by clicking on the ga BALANCE button next to the category you want to use to balance When you are finished click on END OPTIONS If the customer is paying with a check the system will provide you a field to enter the check number and this information can be used when you are preparing your daily deposit by selecting REPORTS SALES REPORTS SHOW CHECKS RECEIVED This field can be left blank 32 OPTIONS WinJewel can also request the entry of the customer s drivers license number go to REPORTS SYSTEM SETTINGS SET DRIVERS LICENSE NUMBER TO BE ASKED FOR If you have previously entered the number for this customer WinJewel will display it for verification When entered the customer s drivers license number will be displayed in a customer note This field can be left blank SLIP PRINTS The sales slip will print according to your printing preferences Y 3 2 PRINTING SALES SLIPS Before you hit the END button on the sales slip you should make certain that your printer is turned on and supplied with paper The sales slip will now print Normally sales slips will print on half of an 8 1 2 x 11 piece of paper You may want to have some half pages available for printing The number of sales slips printed for this transaction will be determined by the NUMBER OF COPIES field located on the top portion of the SALES screen This can be set for any number of sales slip copies The standard default is
63. turn dark to show that it has been chosen Any previous buttons that are dark will be canceled and will turn white to indicate that In addition to these choices a couple of other items will make using WinJewel easy 11 Y 1 4 USING HELP WinJewel includes a complete Help function that is available from a variety of sources You can click on the HELP icon in the upper right hand corner of the WinJewel screen This will give you access to all of the help capabilities of WinJewel including Quick Start describing the implementation process this Users Manual and a valuable search function called HOW DO I which gives you a fast method of looking for specific items You can print out additional copies of any of these manuals by using the PRINT function Be careful as it will take quite a while and a lot of paper for the entire WinJewel manual You can stop your printer from printing the entire HELP document by pressing the cancel button on the printer If you want to print sections of the Manual you can select the desired page range ex 6 22 or you can use the Copy and Paste functions of Microsoft Word highlight the section you want to print hold down the CTRL key and hit C to copy go to a blank page in Word and hit CTRL V to paste Individual pages of HOW DO I can be printed by using the PRINT SCREEN function in WinJewel The program also has an abbreviated Help function built into every screen Simply hold the mous
64. winjewe l backup gif tcert nu_ ic wjserver winjewel giftcert num 3 bytes compressed to 18 bytes 500 savings ing c wjserver winjevel lastcust num to c wjserver winjewe l backup las ic wjserver winjewel lastcust num 4 bytes compressed to 19 bytes 375 savings ic wjserver winjewel nextck num 5 bytes compressed to 28 bytes 300 savings Compressing c wjserver winjewe l nextmemo num to c Wwjserverwinjewe l backup nex er winjewel nextmemo num 7 bytes compressed to 22 bytes 214 savings ssing c wjserver winjewel nextslip num to c wjserverwinjeve 1 backup nex When the backup is complete a summary will be displayed Click on the bottom line 12 22 04 Backup 1s Comp lete then 07 32 04 Compressing files close the window click on 07 32 32 removing any old files from disk 07 32 32 Storing 07 32 45 Backup is complete the X in the upper right corner You will be returned to the WinJewel REPORTS screen You will be returned to the WinJewel Version 6 06 Build A2e Current printer is W DEX be c S WinJewel REPORTS screen gt e r pS El Today s date will be je displayed in the NEW Compressing files 1 3 El 10 Sales Inven Cust Orders Service Appr Staff Invoices Supplier Checks Reports En Accts Receivable removing any old files from disk BACKUP field C Customers Storing files r C Departments Backup is complete C Deposits Paid Outs C Dialer Settings C Due Reports
65. 1 1 MINIMUM HARDWARE REQUIREMENTS Before you start using WinJewel be sure your hardware meets or exceeds the following requirements 1 IBM compatible computer with at least a 486 CPU 2 Minimum 128 Megabytes of RAM Your local computer store can add RAM to your system if needed and you will find that more RAM will increase the speed that your computer runs Windows 3 A hard drive with at least 100 Megabytes of free space More disk space will be required for larger volume stores If you plan to store digital images of inventory items a 10 to 15 Gig hard drive may be required 4 A Color Monitor Although it is not recommended WinJewel can use a black and white monitor If that is all you have go to the REPORTS SYSTEM SETTINGS SET BACKGROUND COLORS FOR EACH SCREEN and then select SET ALL COLORS TO GRAY This will make the screen easier to read on a black and white monitor 5 Microsoft Windows 95 98 NT 2000 ME or XP amp a compatible Mouse 6 A Windows compatible printer preferably ink jet or laser quality The driver for this printer must be a one that was written to work with the version of Windows you are running This is very important Unlike most word processing programs WinJewel does not have it s own printer drivers but relies on the driver that is supplied with the particular printer you are using WinJewel does have its own built in drivers for the specialized tag printers 7 If you are running the
66. 104 A NN 14 118 132 NAS Center SIONE OO OP PRO Change Labels else cias CharacteristiCS aneneen inene EE Eno GE SEENE EEEn ENET ETE NN APEE SUE AEAEE S NEE TE TESES DepOsit ericeira Invoices Lo estates Split Pay segs abe Issuing a Check asrina as Paying and Entering Invoices Simultaneously Paying NvOICES oooocciccinnnicnnnnccnnonnoncnncnnnccrnnrcnnonnnos Quick CHG OKs aniei TE EE AE a E EEE E E aE E E E A O EE EOS ra aE E E E E E E E E E AT E E Ga pa eet 24 66 91 105 108 Eai EE EE Aaa 8 71 72 84 119 Combine iii a a LAV AWAY Sess TS Consignment Credit Ao CUNT ONCY ci e E A a Customers 1 27 29 37 43 63 65 66 93 95 96 97 98 99 102 103 104 105 107 109 110 118 124 125 126 128 150 162 163 167 206 207 COSO MEL cia A AA tous AAA a it ea Agreed Payment cantan asno aia Analyze Credit cccccceeceseeeeeseeeeeees Building a Customers DatabaSEiniininnsica dai liada City Nate Shortt mmmevwewwuvwvwvv vwvwwvvvvvvvewvwwwwwvvwwwvvvvvvvwvvvvwvvvvvwvvwvwvwvvvvvvwvvwvvvvvvvevevevevewwvvwvvvwvvwwwwwwwwwwuvvvwvvvvvvv Create Edit Or Erase a Form Letter Credit iia TOO NIE IA Customers Profile Option Detailed Profilessirin E OA is No Checks No Mailings No Statements Notesat Point of Salen O e RRE AEG Pictures Of Profil mmmwwwvwwwvevwvevvwvvvvvwvwvnvvn Removing Interest Charges from an ACCOUME cccecessesesseseeseseesesse
67. 270 and that have purchased over 1000 worth of merchandise 1 Click on the FIND BY WinJewel Version 6 06 Build A1z Current printer is M E r3 5c button 360 658 9875 Pee 360 651 8716 2 Type 98970 in the 2 WinJewel Version 6 06 Build A1z Current printer is W ES ZIP code field O Piratas AA A 1 ms stint OLB 360 658 9875 Fax 360 651 8716 3 Click on FIND BY I PROFILE A 8 box or boxes then click END FINDBY Click here to find by a note Click here to find by profile A Click here to find by detailed profile Click here to find by wish list 4 Type 1000 in the Customer Profile TOTAL PURCHASES field AL LL L LL A nece no e 5 Click END PROFILE a Refine the TOTAL PURCHASES value 6 Click END FIND BY a Refine the TOTAL PURCHASES value and the ZIP code range More than Less than Exactly Between enter M L E or B The results of the WinJewel Version 6 06 Build A1z Current printer is EBR search will be E gt 3 a displayed in the list In METE a Rn Orders Servioe Appr a tevolees Suppl Checho poa a riepd s ERLE this case there was one customer that matched the search results Now that a find by list has been created you can go to REPORTS MAILING LABELS LABELS BY LAST FIND BY to create STEVENS LARRY 6810 54TH PLACE NE MARYSVILLE a ab S i aie labels based on
68. 50 ACC BB PickupL W 5 98 AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK Gross Profit 77 50 Customer LARRY STEVENS 1 on Cash 252 Layaway pick 88 WLayaway Pmt 88 Start Layaw 82 Total of taxable sales 235 50 Total of all Sales 235 Total of all tax 17 Total of tax and sales 252 Total of all Cash amp Cash Equivalents 252 Total of all Deposits slip 88 paid 48 48 by Cash 50 Gross Profit 169 50 07 57 57 00 Reasons for no tax 61 Y 3 15 GIFT CERTIFICATES DISCUSSION If your store uses gift certificates on a regular basis it is best to create a separate department called Certificates Gift You can create one at any time As you set up this department you must check the LAUNCH GIFT CERTIFICATE box You would normally include this in the SALES category and certificates are usually not taxable check with your accountant so check the NORMALLY NOT TAXABLE box SELL A GIFT CERTIFICATE 1 Enter the customer information on the Sales Screen 2 Select a salesperson 3 Enter Gift Certificate in the DESCRIPTION field 4 Select your gift certificate department in the DEPARTMENT field 5 Select the type of payment 6 Click END LINE NO TAX a box will appear confirming that you are selling a gift certificate Respond YES and a new Gift Certificate screen will appear 7 Fill in the fields including establishing a Gift Certificate number To let WinJewel establi
69. 71 77 82 97 102 103 105 125 149 150 151 163 193 197 198 207 Special Instructions be Trac AR aa AE ee eh aes A IAE A a eta alee Park Unparkcecc it re add aio De Spas eet e ed lo Mo ea 67 68 201 RENO E O eo task rt ce Mc A tle UES Rls oe olan tA con PATTE E AR 122 127 160 Peity gt Cashes ai NN 134 141 Pactos ta rrr Cr oe rE Ce ne ER OS Ee Te ar a eet I EONA EAO Y il fe cave eisi na E E EA E E E OEA E taesats cheeses T dass Sedes taste eubevtbnessds deeds iapsecom cent 78 Pictures Photos and Images ii ias 79 83 84 119 200 A elas ddl E EAE EER E ETE EA E EE N ai 89 90 150 174 191 192 194 E SA A A E EES E TEE E A O RO Allegro se DAA ns AAA AE AR AR AAA da 89 175 Eltron Printing BarCOdes it id A a AAA R ees bons COMES PONCE ti O A A A a A anois E ET Names and Address Upper Case Lower Case Loro rr elle lle dee Malin Labels a aa ee e ae as ORES abad a Sas alk as NE Avery Label Settings Non Graphics Style Printer Pric Tai tias belies Barcode oa eo OR ROA 82 Dedicated Tag Printer A OSO 49 Non Dedicat d TAS Printer Alionimen tress eee ae A A RR AES elas a LUNES dde 48 Non Dedicated Tag Printer Set Spacing 149 150 Printer Set Up ccccecessesesseceeseteeeeteeeeees Shanes Scene O P EE ai a sect ds 146 Reports Tags Letters nd Labels aii cusueesdhevs dbeteaves 146 Service ENS a O rada 152 ROO O SN Price A O NA NN 148 Repair SUPLE e AA OA Eds 148
70. ACKUP Before doing a back up you must decide where you will save the backup data In this Quai OP Osea Ei Folders Er example we will create a A Name Size Type Date Modified System Tasks Turbo Demo 4 File Folder 12 21 2004 7 45 AM folder for each day of the A Hide the contents of Gvbe File Folder 12 20 2004 10 03 AM week which are in a folder this drive winnows File Folder 12 21 20047 39 AM e D Add or remove DwWIserver File Folder 12 21 2004 10 15 AM called Backup which 1sina programs WISupport File Folder 12 21 2004 1 53 PM Search For files or E a IRE SSN anair folder called WJSupport The est C WJSupport Sec location or path will ay File and Folder Tasks Size Type Date Modified a a eee Speen Fle Folder 12 1 2008 204 PM 8 pel folder to r gt E i x found In the blue bor der along E2 Share this Folder tes Tools Help ay the top of any screen gs Date Modified 12 21 2004 2 01 PM File Folder 12 21 2004 2 01 PM Other Places 3 My Computer gt C File Folder 12 21 2004 2 02 PM E My Documents a IC File Folder 12 21 2004 2 02 PM File Folder 12 21 2004 2 02 PM File Folder 12 21 2004 2 02 PM File Folder 12 21 2004 2 02 PM O Shared Documents E My Network Places To backup your data using WinJewel Click on REPORTS BACKUP and you will be asked which drive you want to use for the backup In this example we are backing up to other The basic process is the same regardless of the location
71. ALE CUSTOMER If a customer always buys wholesale with no sales tax you can mark this customer by going to the CUSTOMER screen clicking on PROFILE and putting a check mark in the WHOLESALE box This will cause that customer to always be treated as a no sales tax status Y 5 13 DIALING AUTOMATICALLY If you have a modem that is capable of dialing you can double click on any phone number in WinJewel and that number will be dialed automatically To hang up the phone double click on the same phone box that you started the dialing process with To activate this feature go to REPORTS DIALER SETTINGS and turn the feature ON You must also set the modem connections from the same screen by clicking on SET MODEM PARAMETERS and SET MODEM PORT Y 5 14 USING CITY NAME SHORTCUTS Whenever you are entering the city of a customer you have the option of just entering a single character You first have to define the shortcut you want to use by selecting REPORTS SHORTCUTS and picking the SINGLE or DOUBLE CHARACTER option Whenever you use this character in the city field the full city name state and as much of the zip as you have defined will be automatically filled in the appropriate boxes If the city has more than one zip code you will have to fill in the balance of the zip code field You can also establish a shortcut for zip codes Select SHORTCUTS ZIP CODE TO CITY AND STATE NAME Now when you enter a zip code the city and state fields w
72. ALES SLIP DATE Requires entry of a date instead of defaulting to today s date FORCE ENTRY OF A SALES SLIP NUMBER For use with preprinted sales slips SET THE ORDER THAT SALES SLIPS SHOW IN THE LIST BOX The default setting is to have the most recent entry at the top SET THE ORDER THAT NOTES SHOW ON THE LIST BOX The default setting is to have the most recent entry at the top TURN ON OR OFF ASKING REASON FOR NO TAX EDIT THE LIST OF REASONS FOR NO TAX ALLOW A MEMO BUTTON ON SALES SCREEN allows items to be put on memo for customers ALLOW FOR PRINT LABEL BUTTON ON SALES SCREEN Provides a button to print a customer mailing label SET SALES SCREEN TO ASK FOR CREDIT CARD NUMBER TURN ON OR OFF THE PICTURE OF THE ITEM ON SALES SCREEN 65 Y 3 22 WRITING CHARGE ACCOUNT CONTRACTS If you issue a separate charge account contract when you extend credit you can make this a part of the Sales Slip process Select REPORTS SYSTEM SETTINGS ALLOW THE PRINTING OF A CHARGE ACCOUNT CONTRACT You can now place a special button on the SALES screen that when selected will automatically print your pre established contract This contract needs to be loaded into a WinJewel directory called contract dat As an alternative you can also select to have the contract printed automatically every time that Charge is chosen as the payment type Y 3 23 TRACKING SALES BY SPECIAL CATEGORY If you need to track sales by special categories Wi
73. APPRAISAL 100 01111 2 13 05 SENT LETTER SALE 1 13 05 LOOKING FOR A 2CT PRINCESS DIAMOND VYS AND F IN COLOR CHECK INTO PRICE 12 13 04 INTERESTED IN RUBY EARRINGS 10 28 04 Entered in SEE SLIPS Will display the previous sales for this customer whether Cash Charge Layaway Bankcard or Payments The customer s record can be viewed by entering the phone number last name or just a few letters of the last name in the PHONE box and hit ENTER Phone See Last Findby STE y Tast Namie First Name s All of the matches will show up in the large list box at the bottom of the screen Click on the one you want and the information for that customer will be displayed Anom Zo Am nyrown o gt 360 658 9875 Fax 360 651 8716 Email If you need to change any of the information put the cursor into that box type the corrected information and click on SAVE CUST IMPORTANT When a new customer comes into the store to make a purchase you do not need to go to the Customer screen Any data entered for a new customer on the Sales screen will automatically create a new customer record Remember to retrieve existing customer s from the list to avoid creating duplicate customer records Y 5 2 THE CUSTOMER PROFILE OPTION If you want to record additional information about your customers click on the PROFILE gray bar and a profile screen
74. Click on END SLIP BON Oy ie Oe dha CASH REFUND If for any reason you owe a customer money that is not associated with a return or a credit you can simply start a sales slip enter a meaningful description this will be your only record so it should explain the payout clearly and enter the amount to be refunded as a negative Click on the appropriate payment option for the type of sale CASH CHECK BANKCARD Click END LINE NO TAX then END SLIP Y 3 13 AUTOMATE THE DISCOUNT PROCESS You can add a special DISCOUNT gray button on the SALES screen by going to the REPORTS SYSTEM SETTINGS SET DISCOUNT BUTTON TO BE ALLOWED ON SALES SCREEN Once this button is visible you can click on 1t when you are making a sale and the system will automatically compute the discount by percentage a set dollar amount or the exact sales tax for the item For example If you had just clicked on END LINE TAX for an item that was 100 and you wanted to discount that item 20 you would click on DISCOUNT then enter 20 just a number 42 no sign in the DISCOUNT THE LAST LINE BY box Finish discounting by hitting the POST button Y 3 14 LAYAWAYS WRITING AND BOOKKEEPING Y 3 14 1 Discussion Layaways should be done as separate sales slips Layaways should not be combined with other transaction types A separate Layaway ticket for each item enables better Layaway management for example individual items on one layaway slip with multiple items cannot
75. DER BUTTON TO BE ALLOWED ON THE SALES SCREEN Because this item takes the same position on the SALES screen it cannot be used in conjunction with the Extended Service option You must choose one or the other Y 3 20 ADDING A CASH DRAWER TO THE WINJEWEL PROGRAM Many companies manufacture a cash drawer that can work directly with a computer To do this with WinJewel you must create a file in the WINJEWEL directory called TILL BAT Place the command or list of commands that will open the drawer in that file Each manufacturer has a different way of accessing the drawer Read the instructions that come with your drawer If you are having trouble please give us a call and we will try to help After the file has been added go to REPORTS SYSTEMS SETTINGS SET THE CASH DRAWER FUNCTION TO ON OFF When the selection is turned on WinJewel will automatically open the drawer for all appropriate transactions everything except a CHARGE transaction The program also will now display a small yellow button under the X icon with a T Upper right hand corner Clicking on this button will also open the cash drawer and can be used for No Sale type transactions Remember that if you ever disconnect the cash drawer from the system you must go in and reset this function to OFF If you forget WinJewel will go crazy trying to open a non existent drawer If you are using an APG Vasario brand of cash drawer go to SYSTEM SETTINGS TURN ON APG BRAND
76. DIAMOND GRADING REPORT If you are in the ADD A STONE routine and you choose diamond as the type of stone then a button will appear titled Diamond Grading Report Clicking on this button will show the following screen Diamond Grading Report Im O x Weight 85 Comments Shape Round y Color E Clarity fst Lee PEA Certified By Larry Stevens Girdle Culet Polish SIDE STONES Flourescence Weight Mounting Shape Reload Old Report General Appearance Color Replacement Value Clarity J Continue To Diagram The RELOAD OLD REPORT button will show a list of previous Diamond Grading Reports that were done for this customer Clicking on one from this list will reload the old report including any diagram mapping the identifying characteristics After you have filled out this screen you can click on CONTINUE TO DIAGRAM to map identifying characteristics of the stone on the following screen The shape of stone that you have indicated will be displayed on the screen You can now draw on the diagram by using the mouse Hold the left mouse button down to draw Move the mouse slowly to draw a solid line Move the mouse more quickly to draw a dotted line You can choose the color to draw with by clicking on one of the 4 colors on the left The white color is used only to erase previous marks from the diagram that were drawn during this session of the mapping process You can also click on CLEAR PENCIL t
77. E CLEAR IMAGE to erase the sample map To build a case click on the black color at the bottom of the screen and then hit the rectangle button the picture of the rectangle located on the left hand side of the screen d Now more the cursor to the upper right hand portion of where the case should go hold e g h down the left mouse button and move the cursor to the lower right hand position A rectangle will be displayed Do this for all of your cases you can use the other form examples if you want Now to fill these cases with a color click on the paint can image called Fill with Color click on the color you want from the selections at the bottom of the screen and move the cursor which should look like the paint can inside to the rectangle and click Do this to all the cases To add a case number select the A Called Text click on the color you want the text to be probably black and move the cursor inside the box and click You can now enter the case number using the number keys on the keyboard If you want special descriptions of areas of the store like front door you can use this same function to describe doors or other special locations When you have everything entered that you want hit FILE SAVE and then exit PAINT by clicking on the small x in the upper right hand corner Back to WinJewel You now need to enter the case numbers and names for each of your cases If adding a new case clic
78. EDDING BAND WITH 3 DIAS TW 10 CT FIND BY also allows you to search for items that do not have entries in a given field For example if you are looking for inventory items and type the word Empty in the DATE SOLD field WinJewel will only look for items that have not been sold If you leave this field blank the FIND BY will look for both sold and unsold items Another way to limit your search results on the inventory screen is to put a check mark in SOLD UNSOLD or ALL These check boxes appear when you first click on FIND BY They will limit the list that is produced to only what you have checked FIND BY can also be used as a report writer program Using FIND BY from the CUSTOMER screen you can search the full customer database for names specific notes customer profiles or amount purchased and then use that database selection to send letters or look at special customer records A list can then be printed from the matches from the FIND BY x _y See Last Findby Tag Click This Line to Print the list There are many many selections under SYSTEM SETTINGS and PRINTER SETTINGS and finding the one you want is made easy with the FIND BY Simply type in a key word or phrase like the word tag when you are looking at specific settings for tag printing and WinJewel will search the entire database and give you all the matches that include that word You can page through one by one until you find the one you want If the program does not
79. EE ACCESS TO FUNCTIONS 92 Discussion The previous steps have not enabled screen security but have created the permission levels for each staff member if security was turned on The following steps will actually establish the screen access restrictions Some stores allow every employee access to everything in WinJewel while others are very selective To limit employee access based on the settings you made under each of their employee records bring up the STAFE screen and click on the WHICH SCREENS PROTECTED button It is important that before you activate this function you assure that you personally have access to the STAFF screen and you remember your code You can now check those functions where you want to limit access If you do not select a box here any employee will have access to that screen regardless of what you set in their employee record Many stores limit access to Staff Orders Appraise Invoices Checks and Budgets as these are specialized or management functions When you click and place a check mark next to a specific function the employee code must be entered before WinJewel will bring up that screen Unless you have specifically given them access in their employee record even entering their code when asked will not work Any screen or processes check or filled in on during this process will be protected The user will be asked to enter their personal code when clicking on a screen icon that is protected Setting
80. ELE A IE This is a credit card 12 20 04 NEW SALES PERSON WILL BE CONTACTING US IN FEB 12 20 04 GOOD SUPPLIER FOR INITIAL JEWELRY Y 11 1 ENTERING SUPPLIERS All of the suppliers used by your store should be entered into WinJewel Select the SUPPLIER icon and you will be asked to provide a supplier number for each supplier This is just a unique reference number It will correspond to the first three digits of the stock number for all inventory items If you want WinJewel to assign a Supplier number just double click on that field You can select how you want suppliers to be listed by clicking on either the ALPHABETICAL or the NUMERIC Now you should enter all of the information about this supplier including their normal terms and salesperson information If you have additional information you want to record you can make a note using the MAKE NOTE selection Remember to hit SAVE ENTRY when you are finished If you need to remove a supplier from the list click on the REMOVE SUPPLIER button However you should be very cautious with this selection because if there are inventory items in the file or outstanding invoices you may have difficulty finding the records Be certain that all of these items are transferred before you delete the supplier You can also use the FIND BY feature to search for suppliers by any of the fields If you remembered the salesperson s name but had forgot their affiliation or phone number a simple FIND BY ca
81. ER up to 15 digits Enter the INVOICE DATE You can click in the DATE box and a calendar will appear with today s date selected Click APPLY or change the date and click APPLY to paste a date into the DATE field Click on a SUPPLIER name OPTIONS The ADJUSTMENT FACTOR button allows you to add an additional percentage to the COST of each item This added cost could be shipping duty or other additional costs you accrued while acquiring the items OPTIONS The PER GRAM COST button will calculate your cost based on the items weight per gram and paste it into the COST field OPTIONS The RESTART button will let you continue a previous invoice that you ended but still had items to be entered 5 Click on the ENTER INVENTORY button The supplier number will be entered into the SUPPLIER box and the next available number will be entered into the STOCK NUMBER box You will notice that the DATE PURCHASED and INVOICE NUMBER boxes are automatically filled in Y _ 4 1 4 Enter Item Information Remember that you can move from field to field by pressing the TAB or ENTER keys on the keyboard DISCRIPTION Type in a physical description of the item in the DESCRIPTION box The words you enter in this box will be used in a couple of places The full description will print on the sales slip when the item is sold In addition the first few words about 14 to 20 characters depending on the tag set up will print on the inventory tag Remember to take th
82. ER BY NAME and enter the customer s name Next enter the to customer number in the SECOND CUSTOMER NUMBER box Now click on the slip or slips you want to move and click on the down arrow button You will see the items move between customers If you make a mistake just click on the item again and click on the up arrow button and it will move back When you click END TRANSFER the system will automatically re link the sales slip history Y 3 11 FINDING AN OLD SALES SLIP If you know an item has been sold but you cannot remember the item number for how much and to whom you can find the sales slip by using a special FIND BY selection Go to REPORTS SALES REPORTS FIND A SALE BY WORD OR PHRASE IN SALES DESCRIPTION Enter a starting and ending date to search and a portion of the item description which would have printed in the description field on the sales slip and WinJewel will find all of the matches You can also search for old sales slips by dollar amount Go to REPORTS SALES REPORTS FIND A SALES SLIP BY SLIP AMOUNT and you can search by date or date range specific amount or range of dollar amounts and whether you want to look for the amount with or without sales tax All matches will be displayed and you can look at each one to determine 1f it is the one you want IF you know the slip number you can find the record in WinJewel by going to REPORTS SALES REPORTS FIND SALES SLIPS BY SLIP NUMBER Y 3 12 WRITING A SALES SLIP RETURN
83. ERTIFICATES REPRINT A GIFT CERTIFICATE is also available from the REPORTS SALES REPORTS screen VIEW USED AND UNUSED GIFT CERTIFICATES To see the status of your Gift Certificates select REPORTS CUSTOMERS SHOW GIFT CERTIFICATES and you can look at all UNUSED or USED certificates Y 3 16 CASH CUSTOMER If you are writing a cash sale and you do not want to enter the customer s name into the computer you should click on the NO NAME gray bar located below the PHONE box The sales reports will show this item as the name you have chosen for the customer name and all of the other totals will include it as a normal sale If you need to reprint or reverse a sales slip click on NO NAME then enter a salesperson and click the PREVIOUS button and the last 100 slips will be displayed for the required action There is one other fake customer in the customer file It is last name ZZZZZZZZ with a first name of ZZZZZZ The phone number is 999 999 9999 This customer should not be used but it must stay in the file to mark the highest name amp phone number DO NOT ERASE THIS CUSTOMER RECORD Y 3 17 SPECIAL CANADIAN TAX RATES If your store is located in Canada and you need to account for the additional providence tax rates select REPORTS SYSTEMS SETTINGS SET YES OR NO FOR CANADIAN STYLE FOR TAX SYSTEM You can now enter additional tax rates that will also be automatically computed on the sale Y 3 18 EXTENDED SERVICE PLANS WinJewel
84. Each of the icons responds to the F key that is in the same relative position on the keyboard Y 1 3 NAVIGATING WITHIN WINJEWEL You will get used to the different items you see on the screen There are basically six items you will use Each is shaped and colored like other items of the same type Once you have mastered these six items you can do anything within the WinJewel program Here is a list and example of each of the 6 types of items ICONS and LINKS _ WinJewel Version 6 04 Build A2p Current printer is W 2 01 X 1 2 3 4 5 a 7 F s 10 Je Sales Inven Cust Orders Service Appr Staff Invoices Supplier Checks Budgets Reports El Settings Internet Connections Printer Settings Show Hint update from web System Analysis manual from web An icon is a small picture that will take you to another screen when you click on it There is usually a written descriptor under the icon There is a row of icons at the top of each screen Point to the icon and click the left button on the mouse one time only A link or hyperlink is similar to an icon A hyperlink is a underlined word Click on the link with the left mouse button one time only GREY BUTTON A gray button will help you to choose an option or a procedure Point to the button with the mouse and left click one time This is the END SLIP button which is used to end a sales slip DATA BOX Phone A data box will display information for you If the cursor is blinking in it or
85. GS SET THE SPACING ON CHECKS to format the printing CHANGE INVOICES FROM ONE SUPPLIER TO ANOTHER lets you shift records between suppliers ELIMINATE PAID INVOICES OLDER THAN A CERTAIN DATE lets you eliminate old invoices from showing on the supplier record Y 10 5 KEEPING TRACK OF SPECIAL PROJECTS WinJewel lets you establish project accounts and track all costs relating to special promotions or specific programs Select REPORTS INVOICE REPORTS EDIT OR START PROJECT ACCOUNTS and establish a three letter code and a project name for the project The INVOICE screen will now have a special selection entitled PROJECT where you can assign any invoice to that project category This does not effect the G L but will simply give you totals by project You can now see the activity for a given project by selecting REPORTS INVOICE REPORTS PROJECT ACCOUNT BALANCES and selecting the details or the totals for each project Y 11 SUPPLIERS 2 WinJewel Version 6 06 Build A2e Current printer is 2O00SERVER HP LaserJet 4100 PCL 6 A VOICE Close EONA Supplier i 2 5 e E 10 11 45 Service Appr Staff Invoices Supplier Checks Budgets Reports 7 Mating Later Phone Fax ABC JEWELRY CO Address 1 Address 2 OOO City State Zip City State Zip ALPHABET ca fen Jl IO IEA Approx Bal Terms E Mail Website 2 30 DAYS SalesGABCjewelry com lt m Mailing Labels Salesperson Name Salesperson Phone Account Number Dept or Acct Cost BRUCE TALBOT DN C
86. H 3 DIAS TW 10 CT 400 01113 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT Retail 100 01114 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01115 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 895 00 Save Item 400 01116 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 400 01117 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT Date Sold Customer or Slip Sold Price Who 1100 01118 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01119 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01120 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01121 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT Find By Suppliers Seellotes Erase 100 01122 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 5 100 01123 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT PEO A ES MESS Ei 400 01124 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01125 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01126 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01127 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01128 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01129 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 400 01130 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01131 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01132 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01133 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01134 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT 100 01135 WIDE WEDDING BAND WITH 3 DIAS TW 10 CT Number of items 25 Total Cost CGEJJJ Total Retail 12295 00 Y 4 1 ENTERING NEW INVENTORY Y_411 Discussion The inventory screen provides all the informati
87. HEDULE WinJewel provides an employee scheduling system The WinJewel scheduler provides daily schedule printing a summary of staff coverage by the hour sick leave recording and vacation recording Once the schedule is written it can be viewed by the employees by selecting the SEE SCHEDULE button from the Timecards screen To use the WinJewel scheduler go to the Staff Screen click on SCHEDULE and a scheduling worksheet will appear amp WinJewel Version 6 06 Build A1z Current printer is 1W2000SERVERY Invoices Which Screens Protected A Special Codes B BOB BULLOCK Change Customer Balances ANYTOW Unlock Record Writing a schedule is done in 3 basic steps C Sunday Monday C Tuesday Wednesday Thursday C Friday C Saturday Off list Thursday 8 8 10 ll 12 te 44 5 6 7 8 3 10 1 Select the day of the arta tet Ha Lil week EDDIE E BOB B 2 Click on the employee name sae 3 Click on the hours to Coverages 0 d 2 2 aa 2 2 2 On 0 0 work ClearDay Print af Enter Sick Day See Sick Day List See Vacation List End As you do this for each employee WinJewel will keep track of the total number of people scheduled along the bottom under COVERAGE You can also track vacation and sick time those items Sick leave can be recorded by clicking the ENTER SICK DAY button previous image File Edit Format View Help and a summary of the entire ALICE A Sick Day 12 20 04 years sick days are displayed TOR
88. ILLE WA 98270 O i Ti Mee Payment Down Payment b PAY ON i A Layaway popup window will open 1 Click on the Pay On button 2 Enter the amount of the payment and click OK 3 Note that the customer balance now reflects this payment amount ii Click on the End Line No Tax button 111 Click on the End Slip button 1v In the next popup window either select the Balance button corresponding to the payment type cash check bankcard to automatically enter the payment amount or enter the amount in the appropriate box v Click End c PAY OFF i A Layaway popup window will open 1 Select the Pay Off button 2 Note that the customer balance now reflects this payment amount 11 Click on the End Slip button to complete the transaction 111 A popup window opens 1 Select the payment type by clicking on the appropriate Balance button or by entering the amount in the appropriate field s 2 Click End Y_3 146 Start a Layaway Item is not Entered in Inventory 47 A item that is not entered into inventory can be put on layaway from the sales screen WinJewel will automatically assign an inventory number to the item The layaway will be processed normally once the inventory number is assigned The inventory number assigned will be in the format 998 XXXXX where 998 is the temporary vendor number and XXXXX is the next available stock number 1 Enter the customer information 2 Select a sales
89. INJEWEL Once the pictures are saved you can attach them to inventory items You can do this as you are entering inventory or after inventory has been entered To copy the image into the inventory record for this item bring up the item on the INVENTORY screen then 1 Click on the gray IMAGE button located on the top portion of the screen if you are attaching pictures while you are entering inventory this button will not be visible until after you fill in the cost and retail fields A pop up window opens 2 WinJewel Version 6 06 Build A1f Current printer is W2000SERVERAHR Service Supplier Description Last Inv CO Memo Item trae i00 14K OVAL ENGRA 22MM LOCKET Stock Number GL246BU Center Stone Ct Total Wt asin Karat Color Department E Yell y ACC 5 See Last Findby Tag E O Taxable O Hon Taxable ATTE Date Purchased Invoice Number 7 Multiple Unit tem 100 00010 YG PEHD 02 CTTWDIA clari shape Reorder 2 Click on the BROWSE button to find the picture on your PC The area that accepts the name and location will be filled in with the last picture name and location that you used so if you use the same name and location each time you save new pictures then you won t have to enter it again Click OPEN to select the picture Multi Use Center Stone Ct Total Wt Reorder Number Auto color cut grade GL246BU Assi I t thi it ssign an image to inis tem in
90. IS ETVS NOES ENC SCT L NEA D N I T SA EE A E ETIA AGN E SEEE EAS AA NA ANN Full List of All Inventory 91 92 SECO Cost Price A aia 94 Second Retail Price OP iulist tinto iia nilo pttidanvirii tired de 94 SACA NN iii 108 Rap o o o eat fh waits ll le leo sibs abha AM eres Mea dees alles den el n 74 Sales 9 13 22 25 28 29 30 31 32 33 34 35 36 37 41 42 53 54 62 63 64 65 66 67 82 89 93 98 99 106 108 115 125 137 143 148 163 199 200 201 202 203 204 206 A EFE ERE ESAE A IR Adding a Cash Drawer to the WinJewel Program ccccccesssssssesesseseseeseseeseseeseecessesessesesseseeseseeseseesssesessesecsseecseeaesecseeeeaeeseaecaeeeaeeaeenaeeeaeenaees 64 AP A o e A en RT Eo 119 Automate the Discount Process 41 42 Canadian Tax Rates Cash Customer 63 Chang moca ale rio e eri acta pen peca Dede od e e en drone iS 36 COMMISSION Raten see i n ICA ene E ele E R N A E E A O da dd 22 Creating Memo Sales Items 67 Delethg rniii suris A elec cava Pea 35 Deleting a Sales Slip You Are Working On 2 39 Donation Sales Slips O 67 Extended Service Plans 63 Ends andes Ps de alto ta E sarees Sois aio 37 A RR NA 62 63 201 Layaways Wiritins anid BOOkKSEPINE raoran RE A a cece pes E e E AR TNN 43 IMIG VIN Sa Sales SIN seer cease ct tS Macnee ten e altel SA aca tact Atte es o ti utes tie eee 37 Parking a Sale 67 Number of C
91. MyPictures e OE Default Location of Picture This is where your camera or scanner has placed the 2 01111 hhh picture that you want to assign to this item 01112 bmp My Recent D 01113 bmp Documents 5 01114 bmp Sime IS 01116 bmp Desktop 2301117 bmp 5 01115 5mp 53 01119 bmp 5 01120 bmp CABO BEC Cat DI OK ae My Documents Clear Image amp My Computer a File name 01115 bmp a Files of type My Network Places IV Open as read only 400 00020 lt lt FUER OVAL 1 OCKETIIMM 3 Click on the next available letter if this is the first picture for this item click A JAssign an Image to this item Ea tx C MyPictures 01115 bmp cic ale dc oie Ele E 100 00032 18 K WG GINGED ROUND HC 100 00033 SS PIN LEAF 100 00034 SS PIN LONG BRUSHED MA 100 00035 SS PIN GINGKO MATTE LEAF 100 00036 SS ENGR HEART LOCKET 16MM 100 00037 SS ENGR HEART LOCKET 22MM 100 00039 SS ENGR OVAL LOCKET22MM 4 Click OK _49 4 Multiple Views of Same Item Once you have copied the SE SK picture into the Inventory Assign an Image to this item Ex record it will be displayed in the upper right hand portion of the screen To add additional pictures to the same inventory item repeat the above steps except for choosing a different available letter 100 00032 18 K WG GINGED ROUND HOOP 12 DA 100 000717 SS PIH I FAF After adding the additional pictures you will see a lettered
92. NDS BY QUALITY AND SIZE RANGE Y _4 17 4 Custom printouts You can create custom printouts of inventory using the FINDBY feature on the Inventory screen See section 4 4 FINDING AN INVENTORY ITEM The list can be printed displayed on screen or saved to file Y 4 18 USING OLD TAG NUMBERS WinJewel can support your old tag numbering system When you enter inventory in the system put the old tag number as the first part of the DESCRIPTION field followed by a space before you enter the complete description Next go to REPORTS SYSTEM SETTINGS SET THE SEARCH BY OLD NUMBER BUTTON ON SALES SCREEN There will now be an OLD button located just under the SLIP NUMBER on the SALES screen Click on this button and enter the old stock number in the Stock Number field WinJewel will automatically convert this to the new Stock Number for the Sales Slip Y 4 19 ADJUSTING THE PRICES OF INVENTORY ITEMS WinJewel provides you several options to adjust prices of selected items without having to go into each inventory record and make the change However these are very powerful features which will change every inventory record selected Please consult with WinJewel Customer Support if you have any questions before you use any of them Hint Make a fresh TRAINING COPY to try these settings options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM
93. NG PAID OUTS When you are ready to clear these items go to the INVOICE screen and click on CLEAR PDOUTS You will be asked if you want a printout of the list Answer Yes and file the list with the paid out receipts for an audit trail A separate invoice will automatically be made for each separate account that the paid outs were assigned In other words one invoice might represent the total of many individual paid outs but if the paid outs represent 3 different G L accounts 3 invoices will be created The invoices that are automatically generated are assigned to supplier 998 This is the supplier called Temporary To write a check for these invoices go to the CHECKS screen and click on supplier 998 TEMPORARY Then click on each invoice that you want to pay from the list Enter the word Cash when asked who to make the check out to Y 12 7 BALANCE CASH DRAWER WinJewel provides a simple tool to assist in counting your cash drawer Select REPORTS DEPOSITS PAID OUTS BALANCE CASH DRAWER AND PREPARE DEPOSIT SLIP and a worksheet will be displayed To count the cash to remain in the cash drawer enter the number of bills and coins for each denomination in the appropriate white box and when the desired total is reached enter that amount in the box at the top of the screen Now hit CLEAR COUNT and enter the items to be made in the bank deposit For checks click on the SEE CHECKS and verify that all of the checks in the cash drawer have been e
94. NOW YOU CAN RESTART WINJEWEL YOUR PROGRAM HAS BEEN UPDATED Press any key to continue 7 Press any key on the keyboard to continue The COMMAND PROMPT window will close 8 Start WinJewel again by double clicking on the WinJewel icon from the desktop click OK on the message box 9 Ifthe words Set To Be Slave appear on the screen as show below then click on the Set to be Slave link to finish If this line does NOT appear then you can go to step 12 below and skip the next few steps Ar Mass Mido IF abra Dia sariei Adi m Fan ip m Sa Fi Peed ey wW inJ ewel arent is AA BDI AAA BAN acha WLAN M iper kiyin cree Settings System Settings Set Screen Resolution Printer Settings Show Hint System Analysis Set To Be Slave mw 10 The following message box appears Click OK 19 11 A message box appears asking for a routine number Enter the routine number provided by WinJewel call WinJewel at 360 658 9875 Please enter the Routine Number 12 The computer is now set as a client All transactions that are performed on this computer will be saved on the primary server computer If you look in the C WinJewel folder on this client computer you will see that only a few WinJewel file folders remain This list may be different than what exists on your client 20 C WinJewel CE a a File Edit View Favorites Tools Help gt wi pO search gt Folders gt J gt lt Z Fi
95. OF CASH DRAWER and WinJewel will automatically create the TILL BAT file and enter the correct commands 64 Y 3 21 SPECIAL SALES SCREEN OPTIONS SETTINGS There are many optional settings you can use with Sales transactions Some of these can be found by going to REPORTS SALES REPORTS and selecting the appropriate category SET SALES REPORTS TO SHOW GROSS PROFIT SALES BY DEPARTMENT BY SALESPERSON IN A GIVEN PERIOD WRITE A DONATION SALES SLIP Provides special tracking for these transactions FIND A SALES SLIP BY SLIP NUMBER FIND A SALES SLIP BY SLIP AMOUNT FIND A SALE BY WORD OR PHRASE IN SALES DESCRIPTION Allows searching old sales slips to find customers with similar buying habits COMMISSION REPORT BY TIME PERIOD In addition the following options can be set using SYSTEM SETTINGS SALES SLIP PRINTING SET THE NOTE TO BE MADE ONLY ON LAYAWAY SALES SLIPS will substitute special marketing message on these slips SHOW THE CUSTOMERS PHONE NUMBER ON SALES SLIPS SET THE CUSTOMERS BALANCE TO PRINT OR NOT ON SALES SLIPS SALES SCREEN DISPLAY SET DRIVERS LICENSE NUMBER TO BE ASKED FOR ON SALES SLIP SET THE SPECIAL ORDER BUTTON TO BE ALLOWED ON SALES SCREEN SET THE SEARCH BY OLD NUMBER BUTTON ON SALES SCREEN See Inventory section for using this option SET SALES SLIPS TO DEFAULT TO CASH cash payments will be the default This can still be changed during the sale SET ALL SLIPS TO DEFAULT TO CHARGE FORCE ENTRY OF A S
96. OM connector to the computer per mfg instructions Calibrate the printer Refer to your printer manual for specific instructions a Turn the printer off b Hold down the green button Turn on the printer The green button will turn red and flash Release the green button c Some labels will print out 5 10 After this is done press the green button one time One label should feed out DOWNLOAD AND INSTALL THE SEAGULL DRIVER 1 Goto the WinJewel website 2 Click on the Customize button 3 Find the Download of Seagull drivers link Scroll down to the bottom Fle Edt View Favorites Took Heb Qm AG Pave ro Sue O BSA LI Os i Address 8 beta re verigeveel oara Googles A RW ea IRA i SE Cn ONE Peas RR MON fom Spears Foch Orman ODA Fer Download of FTP B AAMA MAIA Download of SeaGull drivers Open Download of gift certi leal Ae Targat A Print Targat tid Download of tag page fi Right click on this link A submenu opens Click on Save As A save as window opens Select the WinJewel folder in the Save in box near the top of the screen Click on Save You may get a message This file already exists Do you want to overwrite Click Yes Res ES Qu O 2010 Pm fro Qs O BS BO i Adress 2 hip lva vinjet cora Googles ONEN e A O Catomus DPI owes cu Prawa ui Modoonioad exe Ci Editar ace Prw aco Dei tpupbad eve eos oe Preownew orde eve z Tkonis E
97. ONE DROPDOWN BOX OR EDIT LIST Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM OPTIONS To see what other options are available go to SYSTEM SETTINGS Click on the FIND BY button type CUST or PHONE or NAME then click OK This will pull the options that are available from the SYSTEM SETTINGS list Try the same procedure with PRINTER SETTINGS ADDITIONAL FIELDS Credit Limt Agreed Payment 500 00 CREDIT LIMIT and an AGREED PAYMENT These fields will be used to provide special notices to the salesperson when a sale is being made Requires a special code that is found on the Staff screen Balance BALANCE Automatically updated by WinJewel every time there is a sale or payment Requires a special code that is found on the Staff screen Months No Int MONTHS NO INT Used for customers that have a charge account but have been granted a waiver of interest for a given number of months You can put any number between 1 and 99 in this box Each month when the interest is added to other accounts no interest will be added to any account which has a number in this box and the number will be reduced by one When the number reaches zero the account will again be charged interest like any other account Ifa charge is made close to the date
98. PONDENCE NAMES AND ADDRESSES TO UPPER LOWER CASE Y 14 4 PRINTING AND ALIGNING PRICE TAGS If you are printing price tags on your general purpose system printer you will need to align the settings each time that you change the type of printer or the style of tags If you have a specialized tag printer skip down to the next section titled 14 6 USING SPECIALIZED TAG PRINTERS Y E F CURRENT SETTINGS Always set the Font Size first Change box na A p vn on Micro adjust af vertical j Position C is now 45 spacing between tage Position D i now 68 i Save E wit The number across 3 i Point to the line on thar list that you want to change and E i 8 MStact WH Microso Word User Hago bap Part MP Winlewel Version 5221 ES tags layout SENO zua A lot of what follows is trial and error and it is best if you print your sample tags on blank sheets of paper first until you are comfortable that the alignment and spacing is very close to what you want Then you can try printing on the actual tag sheets To align for your particular printer and tags you should click on the REPORTS PRINTER SETTINGS SET THE SPACING ON PRICE TAGS This screen will allow you to change the alignment The first thing you should do is change the number of dumbbell tags across the top to be the same as the tag pages you are using Click on the last entry in the white box in the middle which says THE NUMBER ACROSS The number is no
99. PORTS You can check the items off the list as you find them V 4 15 2 Enter Each Item Into WinJewel and WinJewel will Report Inventory Unaccounted_ For A physical inventory can be done by entering items into WinJewel using a barcode scanner or entering stock numbers with the keyboard The first step for recording your taking inventory is to set up an taking inventory identification code called LAST IN STOCK code 1 Click on SYSTEM SETTINGS from the opening screen or the REPORTS screen 2 Click on the FIND BY button a Type taking and click OK Hint When using Findby fewer letters will return more results 3 Click on SET LAST IN STOCK CODES and establish a code letter or number to represent this inventory process along with the date The LAST IN STOCK code must be set each time you take inventory This is how WinJewel differentiates the inventory taken at this time as opposed to inventory taken at some other time V 4 15 3 Start Taking Inventory Go to the REPORTS screen 2 Click on the FINDBY button Type taking and click OK 3 Click on TAKE INVENTORY This will start a routine that asks for the entry method scanner or keyboard the LAST IN STOCK code and price verification An option to record a location is also asked 4 WinJewel will now display the inventory screen with a white background so you will know you are doing a special task WinJewel will place the code letter in the LAST INVENTORY box l
100. PPLIER If you want to adjust the cost or the retail price for all inventory items for a particular supplier go to REPORTS SUPPLIERS REPORTS CHANGE THE PRICE OF INVENTORY FOR ONE SUPPLIER You can now change these fields for every item in the active inventory for that supplier by a set percentage Entering 1 05 would increase all the retail prices by 5 and using 95 would decrease all of the prices by 5 You can also get a printed report of reflecting all of the changes by inventory item When you are finished you should go to the INVENTORY screen do a FIND BY for that supplier and print up new tags for all of the inventory items Y 11 6 ADJUSTING INVENTORY STOCK NUMBERS If you do not let WinJewel automatically assign consecutive stock numbers for each supplier or you renumber inventory items it is best to reset the WinJewel counters SUPPLER REPORTS LIST OF SUPPLIERS WITH HIGHEST NUMBER USED will display the highest stock number used If you find that some very large numbers were used and you have skipped a lot of space it is best to renumber these to a lower stock number Then run SUPPLIER REPORTS SET THE HIGHEST NUMBER USED and WinJewel will reestablish a counter just above the last number used Y 12 CHECKBOOK ervice 600 00 12 30 04 ABC JEWELRY CO Supplier Number Normal Terms Main ES 100 2 30 DAYS upplier Name ABC JEWELRY CO see Checkbook Supplier Address Phone i ANY ST ada S
101. Protection means that you are going to lock out people from opening specific screens or doing certain processes For example if you want to prevent any staff member from looking at the customer screen without entering a personal code first you would set the Cust Customer screen to be protected Check the Cust box on the Which Screens Protected screen Each time the Cust screen icon is click the user will be asked to enter their personal code If you want to restrict who can change customer balances you would put a password code in the Change Customer Balances box under Special Settings The following definitions explain each SPECIAL SETTINGS e CHANGE CUSTOMER BALANCES code is needed if you want to change the Credit Limit Agreed Payment Balance Months No interest or Behind fields on the CUSTOMER screen e UNLOCK RECORD code is used for multiple PC environments Two people cannot access certain records in WinJewel at the same time and one will be locked out When this occurs you can override this control by entering this special code e The cost of a repair item is coded on the SERVICE screen and you will need the special code labeled SEE COST ON REPAIRS to see that cost e REMOVE ITEM code is just a double check to assure that an item should be removed from inventory If you want to you can change these codes by clicking on the box and typing in the code you want e ERASE code is used when erasing a s
102. RINTED CORRESPONDENCE NAMES AND ADDRESSES TO UPPER LOWERCASE Y 5 10 USING THE CUSTOMER FOLLOWUP FEATURE WinJewel provides a special notification system that allows you to record and be reminded of special things you need to do for a particular customer To activate this go to REPORTS SYSTEM SETTINGS TURN ON OR OFF THE TIMED FOLLOWUP FEATURE Once activated a new FOLLOWUP gray bar will be displayed on the SALES CUSTOMER and SERVICE screens Anytime you have a customer entered on these screens you can click on FOLLOWUP and record an action a specific message and the date and time you want to be reminded You can change the action items listed by going to SYSTEM SETTINGS SET THE LIST OF REASONS TO APPEAR ON FOLLOWUP When the date or time arrives a special reminder box will be displayed on top of whatever you are doing in WinJewel reminding you of the customer message You can either take action at that time or delay the notification and instruct the system to make it reappear at a later time When that time occurs the message will display again When closing a Followup message using CANCEL will delete it totally If you select SEE CANCEL the Followup will be cancelled but WinJewel will bring up the customer record on the CUSTOMER screen so you can review balances notes information and create letters To review all messages bring up a blank CUSTOMER screen and click on the SEE FOLLOWUPS gray bar located at the top All followups will be
103. Reports f Invoice Reports MEN ASTON Mailing Labels C Order Reports Fie Edit View Favorites Tools Help ta i Q sex Q y JO Search ir DA C System Settings T Win Jewel Version 6 06 Build AZe Current printer is W z Vd ae ae MU E 1 e 3 4 5 ma 7 El 10 11 Sales Inven Cust Orders Service Appr Staff Invoices Supplier Checks Budgets Reports C Accets Receivable C Customers C Departments C Deposits Paid Outs C Dialer Settings C Due Reports End of Month C Envelope Reports C GAL Accounts C Inventory Reports C Invoice Reports Mailing Labels Order Reports TILA sng AS VA DANGER Any files that are in the folder C WJSUPPORT BACKUP 1MON will be erased Are you sure that you want to do this C System Settings Shortcuts t Sorts C Suppliers Reports Update Backup Tuesday December 21 2004 360 658 9875 Fax 360 651 8716 Last Backup None e C WINDOWS system32 cmd exe 5 x A black COMMAND PROMPT window will open Copyright lt C gt Microsoft Corp 1998 1992 All rights reserved and close showing you the Can t open input file c wjserver winjewel asn iC WJServer WinJewe l gt compress r C WJServer WindJewel num C WJServer WinJdewe l progress of the backup Nbackup Microsoft lt R gt File Compre on Utility Version 2 00 Copyright lt C gt Microsoft C 1996 1992 All rights reserved Compressing c wjserver winjewel giftcert num to c wjserver
104. SET UP GENERAL LEDGER ACCOUNTS SET UP SUPPLIERS des ASA A A nt Yada aesdiasse eels teased uot as anant ene A E aA 2 TEM WB ig dH A Sal TER SETTINGS mmmmmmmmmmmmmmmmm w wuvwwwuvwevwwvvvivimvwwvvwvwvwvvmwvvwvwwvwvwvvwwvwvwwww vwwwvwwvvvwwwvvwvwvvvwwvvvvvv 2 8 SETTING UP A TRAINING PROGRAM 3 1 HOW TO WRITE UP A SALES SLIP LL TICO e is ees 3 1 2 Things you Should Do or Know Before Starting uus 3 1 3 Enter the Customer Information aussas Fees 3 1 4 Select a Salesperson eeeee aa 3 1 5 Enter the Item Description qe 3 1 6 Select a Payment Type re al 3 1 7 End the Line anal 3 1 8 End the SE cusco anal 3 1 9 Confirm Payment Options Da 32 PRINTING SALES SLIPS AAA A E 33 3 3 SPECIAL CUSTOMER INFORMATION ON SALES SCREEN inanici n ricas ia aiiai 33 3 4 SALES REPORTS 23 WRITING A SALES SLIP FOR AN ENVELOPE pi dp a 34 e REPRINTING S SALES SUIP DA di dan A eA 34 37 DELETING A SALES SLIP YOU ARE WORKING ON 4 easoneriscaina cita racrcro dalt erica cabida aeai 35 3 8 REVERSING ERASING A SALES SLIP c ccsssssesees Em 3 8 1 Discussion pee 3 8 2 Reverse a Sales Slip Pes E ASS 1k 1 eee er ners OPE OPe FOP PDC IOTE 35 329 CHANGING A SALES SLIP SER UR CHANGE A A HR AHIEASRN UG ASH di hates ia si AS 36 210 MOVING A SALES SLIP enana a a mhaimeo 3I 3211 FINDING AN OLD SALES SLIP cos nin
105. ST OF ERASED SALES BY TIME PERIOD To erase a sales slip 1 Enter the customer information on the SALES screen 2 Select a Salesperson 3 Click on the PREVIOUS button near the bottom of the screen A list of previous transactions will appear for this customer 4 The date does not need to be adjusted but can be for recording purposes a To change the date double click in the DATE field upper left corner and select the desired date The daily and monthly reports will be adjusted on this date 5 With the right mouse button click on the slip to be erased a A message box will appear asking for your staff permission code Enter you code You must be authorized to ERASE on the STAFF screen b A another message box will appear warning you that the next slip you click on will be ERASED 6 With the left mouse button click on the slip to be erased It is now erased It will not appear in any sales reports or customer sales history A record will be created recording the erase account balances will be restored and inventory files will returned to their original position Y 3 9 CHANGING A SALES SLIP SEE OR CHANGE WARNING This process should only be performed by advanced users or with the assistance of WinJewel support If you find you have entered sales slip information incorrectly it is usually best to totally reverse erase the incorrect slip see above and then write up a whole new slip with the correct information Hint Make a
106. Staff Special Permissions Change Customer Orders Balances Service SULLIV Appr Unlock Stair Any form names from the list on the left Record Invoices a ees E Suppliers that are checked will require a code to SULLIV Checks TSS al access Any form names that are not on ropaire 3 checked will not ask for a code to SULLIY access Remove Item or discount O Sales RW O Inventory See Sa O Inv Change See Name Special Permissions change i Cuit ROY WATCH FIXER Exchange Balances Code Rates i Unlock l Require Code to Start MH Record O Invoices Home Address O Suppliers O Checks F See cost O Budgets City on repairs and calc O Reports E Require Code Social Security State to Start E Remove ltem Progr am or discount Home Phone Zip I Erase Sale 5 In the above example Roy Watch Fixer can access the Cust Service and Appraisal screens by entering his personal password Roy will also have access the Sales screen because it is not protected checked on WHICH SCREENS PROTECTED Roy will be able to Unlock Record s and See cost on repairs and calc by entering the Special Code He will not be able to Change Customer Balances or Remove Item or Discount or Erase Sale A code will not be required to open the WinJewel program Y 9 3 PUNCHING IN AND OUT USING THE TIMECARD FEATURE Any staff m
107. T monthly totals of sales by payment type salesperson and department SPECIFIED TIME PERIOD SALES REPORT sales details and totals for any date range desired ANALYZE SALES IN A GIVEN PERIOD BY DEPARTMENT Y 3 5 WRITING A SALES SLIP FOR AN ENVELOPE BY ENVELOPE NUMBER If you want to write a sales slip for a repair envelope enter an E in the phone box and it will be automatically transferred to the first stock number box and focus will move to the second stock number box where you can enter the envelope number Everything that was entered when the envelope was made out will be filled in on the screen including the customer s information description price department and salesperson BY CUSTOMER NAME Enter the customer s information then select a salesperson Click on the REPAIR button at the bottom of the sales screen A list of open envelopes for this customer appears Select the envelope Y 3 6 REPRINTING A SALES SLIP Sometimes the printer will jam or for some reason you want another copy of a sales slip On the SALES screen bring up the customer that the slip was written for Then click on the PREVIOUS gray bar All of the slips that have ever been written for this customer using WinJewel will be displayed in the large white box at the bottom of the screen The most recent one should be listed at the bottom Point with the mouse and click on that slip You will be asked if you want to reprint or reverse this slip Click on th
108. T Sick Day 12 20 04 by clicking SEE SICK DAY LIST Vacation schedules can be recorded by clicking on the SEE VACATION LIST button December 04 Vacation Schedule 1 Month gt lt Month Choose any name from the drop down box to abar 8 E ES a a 3 E Left click and drag to move any yellow bar Left click on Remove button then right click 19 20 21 22 23 24 25 on a bar to remove it yellow bar to set the for that 26 27 28 29 30 31 barto cover Staff Hata R Z End Y 9 9 FOREIGN CURRENCY RATES WinJewel provides the capability of loading up to nine different currency exchange rates and provides an easy method to convert other currencies into the store s primary currency To activate this feature click on the EXCHANGE RATES selection from the STAFF screen You should first establish the store s primary currency WinJewel will record all transactions in this currency Place the cursor in the PRIMARY CURRENCY box and enter the symbol for your primary currency Next click on the ADD CURRENCY NAME box and enter the name the conversion rate for that currency into the primary currency IN and the rate to convert the primary currency into that foreign currency OUT When you have entered all of the currencies you want to track hit SAVE CLOSE You will note that the date and time you made this entry will be recorded at the top of the Exchange Rate
109. TORY REPORTS TAGS SET CODE FOR INVENTORY AGE If you have a tag layout that is not the standard dumbbell style you can still use the CHANGE ORDER screen but you need to use your imagination to fill in spaces that are not displayed on the screen For example if you have a tag with a long tail on the top line just enter more data than will display on the top line of the tag layout into the gray space and WinJewel will actually print that information on the tag If you need any help with special tags please call WinJewel customer support Y 415 TAKING INVENTORY There are a two methods to taking inventory with the WinJewel program e Check of items from a printed list to identify inventory in stock and exceptions e Enter each item into WinJewel and WinJewel will report inventory in stock and exceptions w 4 15 1 Check off Items from a Printed List to Identify Inventory Unaccounted For One of the simplest ways is to do a printout of all inventory by going to the REPORTS INVENTORY REPORTS FULL LIST OF ALL INVENTORY Then you can check off each item as you find it in your store Inventory will be listed in number order so it will be easy to find on the printout Any unchecked items at the end of the process will be missing Any items not on the printout will need to be added to the inventory file You can also print special inventories by specific supplier department or location display case by selecting those options under INVENTORY RE
110. The selections can be found under REPORTS INVENTORY REPORTS w_419 1 Change Retail Price of One Department This will change the retail price of every item in a given department by a percentage For example you could increase the price of every item in the Black Hills Gold department by 10 and the retail price for every item in that department will be adjusted Y_4 192 Change Price by Gold Weight This will allow you to specify an amount to charge based on the price per gram of gold and WinJewel will adjust that number based on the entry in the GRAMS field of the inventory record V 4 19 53 Adjust Cost Factor This lets you change the cost that prints on the tag by a set markup amount Once this feature is turned on all tags will print this way until it is turned off V 4 19 4 Change Price of Inventory of One Supplier This lets you change the markup of every inventory item for a given supplier Remember to print up a new price tag Y 4 20 SECOND COST AND RETAIL PRICE OPTION WinJewel allows you to maintain two costs and two retail prices for each inventory item To use this option go to REPORTS SYSTEM SETTINGS ALLOW A SECOND RETAIL PRICE ON INVENTORY or ALLOW A SECOND COST PRICE ON INVENTORY The inventory record will now show two separate fields When these items are sold the salesperson will have the option to select which of the two prices to use If the customer has the Wholesale flag set within their customer record WinJewel
111. With OldPercentage9 With BalanceDept9 With MinPercentDisc9 With DiscountPercent9 With ShowSerialNum With ShowCenter With ShowTW With ShowClairty With ShowStoneColor With ShowShape With ShowCut With ShowGrams With ShowKarat With ShowColor With 1 ShowExpansion0 With ShowExpansionl With ShowExpansion2 With ShowExpansion3 With ShowExpansion4 With ShowExpansion5 With UseLooseDia9 With MultiUseLabel With Percentage9 With SubTotal9 With Expansion9 With corrected9 With FILE AP DAT POINTER AP PTN namel0 With number10 With balance10 With budget10 With category10 With assigned10 With expan10 With FILE CBMMYY DAT POINTER CBMMY Y PTN supnumberl 1 With namell With invnumberl 1 With 8 3 40 1 1 3 2 ha SSeS ee oil mm Y 00 00 A A ea ane ee 50 12 12 3 16 3 25 25 account 1 With 6 cknumberl 1 With 6 datepaid11 With 8 amount 1 With 12 discount 1 With 12 shipping 1 With 8 status 1 With 1 expand11 With 20 FILE ORDER DAT POINTER ORDER PTN supnumber 12 With 3 ordernumber12 With 5 orderdate12 With 8 promisedate 12 With 8 indate12 With 8 deliverdate12 With 8 instruct12 With 25 item12 With 40 StyleNumberl2 With 15 terms 12 With 14 cust12 With 5 cost12 With 12 dept12 With 3 custPrice12 With 12 quantity 12 With 4 quantityIn12 With 4 expansion12 With 21 Y 17 3 RECEIVING FILES VIA MODEM To receive an update of the WinJewel program or any other file immediately if you have a mod
112. a TLP2844 Properties ES E p TIT Sharing I Potts Advenced Ls Bar Fonts vanced 1 gt Forks BarForts Testing Atar 9 Ports Modet Zebra TLP2344 Features Coke No Double sided No For BarTender demos ami latest drivers www seagullscientific com Staple Unknown Speed Unknown FJ SEAGULL a SCIENTIFIC Copyright 2002 Seagul Scientific Inc Zebra TLP2844 Printing Prefere 2 X Page Setup Graphics Stock Options About Drivers Seagull Label Printing Software For BarTender demos ami latest drivers lt Cuntent Settings X Manage www seagullscientific com FJ SEAGULL E SCIENTIFIC 2 Zebra TLP2844 Printing Prefere PIX Page Selup Graphics Stock Options About A Copyright 2002 E 2002 Seagull Scientific Inc Seagul Sciantiic Inc me venion Authors of the BarTender label software 8 Type your tag style number into the Name box For example TT306N or any name you wish to give these tag settings such as Tags for Rings 9 For Tag style TT306 use dimensions 3 50 wide and 0 55 high 10 Click OK 11 Click OK Edit Stock Stock Cry Label Size Exposed Liner Width Width at 350 Lett c an Height b asi 5 Rind on coca 12 Click Print a Test Tag If a tag is ejected from the printer and the print is visible the printer is installed correctly The test lab
113. ablished reports that can be selected to get detailed information about the customer base These reports can be found be selecting REPORTS CUSTOMERS and the following COUNT ZIP CODES A total of customers by Zip code CUSTOMER LIST Provides many selections including a list by name by name and address name and phone number and by balance due CUSTOMER COUNT total number of customer records CHARGE ACCOUNT AGING REPORT total number of customers and balance due by credit rating CUSTOMERS BY LAST TRANSACTION DATE allows selection before or after a set date CUSTOMERS WHO HAVE PURCHASED OVER DESIGNATED AMOUNT IN A PERIOD CUSTOMERS WITH A NEGATIVE BALANCE CUSTOMERS WITH A ZERO BALANCE CUSTOMER LIST IN COLUMN FORMAT CUSTOMER LIST SHOWING PROJECTED PAID OFF DATE NEW CUSTOMERS IN A TIME PERIOD BY ZIP CODE LIST CUSTOMERS WITH EMAIL ADDRESSES Y 5 8 SENDING CUSTOMER LETTERS If you want to send a form letter or an Email to the customer you must first bring that customer record up on the CUSTOMER screen Now click on the SEND LETTER gray bar A list of form letters that you have previously written and saved will appear in the large box at the bottom of the screen Point to the one that you want to send and click You will be asked if you want to PRINT or EMAIL the letter A printed letter will go into a window envelope and an Emailed note will be sent to the Email address in the Customer record In addition a Note will be created
114. ales slip similar to reversing but deletes the sales record and makes a record of the erase in a separate file V 9 2 2 Set Protection Now that you have set permissions you must set protection WinJewel Version 6 04 Build Ala Current printer is 2000SERVER HP LaserJet 4100 PCL 6 y m me Please enter your code B El 10 11 Supplier Checks Budgets OR 2 WinJewel Version 6 05 Build A1s Current printer is ZOOOSERVER HP LaserJet 4100 PCL 6 1 Click on the Which Screens Protected button a A message box opens reminding you to know your password before changing restrictions Click OK only if you know your password and you have given yourself permission to access the staff screen 2 You do not have to change the Special Settings code If you choose to do so you can change the Special Settings password by typing in a different series of characters To remove the restriction from one of the Special Settings leave the code field blank 3 Check Uncheck each screen that you want to protect require a personal code 4 Check Uncheck Require Password to Start Program option This will require your personal code to open WinJewel When this is checked WinJewel will require the employee to enter their code every time they start the program E H 4 5 6 1 11 Orders Service Appr Staff Budgets E E 3 O Sales Save Change Inv Change See Cust mue 5 Close
115. all help protest my commenter Note Windows does not detect al firewals Recommendations If you re still using the original or SP1 releases of Windows XP WinJewel strongly suggests that you upgrade to Windows XP SP2 which includes a variety of important security enhancements in addition to firewall protection In the meantime you ll want to turn on the firewall even before you upgrade in order to protect your computer until SP2 has been successfully installed The firewall can be accessed in Network connections Right click on the Internet LAN connection left click on Properties then left click on the Advanced tab Note that earlier versions of Windows such as Windows 2000 and Windows 98 did not include a built in firewall If you have a computer running one of these operating systems you should add a third party firewall A third party firewall can either be a software program you install or a device such as a broadband router or wireless access point with a built in firewall Y INDEX Accounts Payables st casases thangs acess casaglecespebaivesns acest reas dea eundsiegheadsaxaceicavadevsesciaitadssdareigevseiaeeteensgiideostige Add Ome BU toni rene E a a ES A Steed Pay Mtra reee Annual Maintenance Foro aia rei APA a ida PACU EDX E ir ota APPO Mental iaa o O IO O Do Appraisals Doing a Diamond Grading Report Doing a Quick Appraisal ooocncninninncinnnnnnnnnncncncnnnonocnonanononannos A O ON 96 102
116. an select particular items on the screen at any time by using the mouse Simply move the mouse around until the pointer is on the item you want and press the left button on the mouse one time and that item will be chosen This is called a click and WinJewel only requires a single click to select items In addition to the mouse there are a couple of standard keyboard functions of Windows that you will need to use e ENTER or TAB is hit after entering information The cursor will automatically move to the next field e SHIFT TAB Hold down the SHIFT key and hit TAB will take you back to the previous field e BACKSPACE will move back one space within a field and delete the character in that space e DELETE will delete the character to the right of the cursor If you select an entire entry with the mouse put the cursor to one side of what you want to select hold down the left mouse button and drag the mouse over the entire selection Windows will highlight your selection delete will erase everything highlighted If you have selected a portion of any text anything that you type will replace what you selected e ESC the escape key will always take you back to the WinJewel main menu You can also click on the X under HELP to get back to the main menu You can also access the icons located across the top of the screen using the F keys located along the top of your keyboard Hitting Fl is the same as clicking on the SALES icon
117. and an individual statement will be printed Y 5 5 REMOVING INTEREST CHARGES FROM AN ACCOUNT If you want to remove the interest charged to any one account click on REPORTS ACCOUNTS RECEIVABLE POST INTEREST TO ACCOUNTS and then click on the gray bar at the bottom which says REMOVE INTEREST FROM 1 You will be asked for the customer number of the account that you want to remove interest The customer number can be found by looking just below the FIRST NAME field on the customer screen You will be shown each interest posting for this account one by one and asked YES or NO to remove it At the end of the account you will be shown a total of the number of interest postings that were removed Y 5 6 SPECIAL OPTIONS FOR PAST DUE CUSTOMERS You can send special collection letters to past due customers based on the number of months in the BEHIND field Select REPORTS ACCTS RECEIVABLE SEND AUTOMATIC LATE LETTERS FOR ACCOUNTS and determine which letter you want to send WinJewel also allows you to post special late charges to accounts Select REPORTS ACCTS RECEIVABLE POST LATE CHARGES TO ACCOUNTS and you can assess a special dollar charge to accounts based on the number of months in the BEHIND field respond NO to the question to reset the parameters You can also send more frequent statements to past due customers by selecting REPORTS ACCTS RECEIVABLE STATEMENTS TO ACCOUNTS BASED ON BEHIND Y 5 7 CUSTOMER REPORTS WinJewel has many pre est
118. ant to map and then click Map Network Drive Click the drive letter that you want to use and then specify whether you want to reconnect every time that you log on to your computer Note Network drives are mapped by using letters starting from the letter 7 This is the default drive letter for the first mapped drive you create However you can select another letter if you want to use a letter other than Z Click Finish 6 A windows opens that displays the contents of the resource you mapped Included for general information only Disconnect from a mapped network drive 1 Click Start and then click My Computer 2 Right click the icon for the mapped drive 3 Click Disconnect Note When you disconnect from a mapped drive you remove the mapped drive letter that you assigned to the shared resource You can still access the resource from My Network Places APPLIES TO e Microsoft Windows XP Professional Edition e Microsoft Windows XP Home Edition Y Appendix B Terminal Services 1 Set the WAN flag to true in WinJewel a SYSTEM SETTINGS b SET YES OR NO TO RUNNING IN WAN MODE 1 Answer YES 2 Copy the license files from the server to the local WinJewel folders of all client workstations not using terminal services 3 Create a unique folder on the server for each person that will log into the server remotely using Terminal Services a Copy WinJewel exe from the server to the unique folder b Copy license files from the
119. astNote6 EnvNumber6 SalesSlip6 Cost6 SalesPerson6 Condition6 ConditionType6 RemoveCode6 DeclaredValue LastAddItem6 With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With With 1 20 2 10 40 44 6 5 1 1 3 3 5 Co Cxs 2 Ca 17 3 5 250 242 00 o SS A A AS 0 With 4 MultiltemPrice6 With FILE STAFF DAT POINTER STAFF PT code7 With initial7 With name7 With access7 With 12 ssnum7 With address7 With city7 With state7 With zip7 With Phone7 With exemptions7 With status7 With reportaccess7 With mailinglabels With ShopList7 With BillingRate7 With UseAdDefault7 With DontUselnSales7 With SpecialCodel With SpecialCode2 With SpecialCode3 With SpecialCode4 With SpecialCode5 With KeepCallLog7 With Location7 With expansion7 With FILE INVOICE DAT POINTER INVOICE PTN number8 With date8 With datedue8 With OldAmount8 With discount8 With dept8 With shipping8 With datepaid8 With cknum8 With names With supNumber8 With canadaS With dept2part8 With monthly8 With project8 With 3 Amount With 30 15 2 25 12 25 20 2 10 12 2 2 OA U a gr I Canada9 With FILE DEPT DAT POINTER NUMDEPT DAT Commision9 With Longdept9 With GiftCert9 With NoTax9 With Category9
120. at when you make any of these selections the PREVIOUS button changes to now say SEE SLIP For PROFILE hit END PROFILE When you are finished looking at the items this selection will return you to the sales slip Once the customer has been identified the SALES screen will also display some valuable information about this particular customer If the customer has an outstanding balance that amount 33 will be displayed just above the address field In addition the credit limit and agreed payment amount will also be displayed Y 3 4 SALES REPORTS WinJewel provides complete daily monthly and special sales reporting At the end of each day you should go to REPORTS SALES REPORTS and select the DAILY SALES REPORT This will give you a complete printout of a day s activity including a list of each sale the salesperson responsible the stock number of the item sold the description the department the customer and the amount and format cash check etc of the sale In addition you will get the daily totals for total sales sales tax collected cash collected and total sales by department and salesperson This report should be saved and filed away in a safe place If anything ever happens to your system and you have not completed a recent backup you can fully reconstruct sales activity from this report The following additional sales reports are available by selecting REPORTS SALES REPORTS and the desired report MONTHLY SALES REPOR
121. at checkbook will be automatically filled into the CHECK NUMBER box You can change this number if you want but WinJewel will keep adding one number for each new check To change the names of checkbooks go to REPORTS SYSTEM SETTINGS SET NAMES FOR DIFFERENT CHECKBOOKS When you are satisfied with what you want to pay click on the POST or PRINT CHECK gray bar one or the other will be displayed depending on the setting You will be asked to verify the date and the entry will be posted into the checkbook you selected Y 12 2 PRINTING A CHECK WinJewel can print a check for you on your check stock If you go to REPORTS PRINTER SETTINGS SET CHECKS TO PRINT OR NOT PRINT and select the print option the POST CHECK gray bar on the CHECKS screen will change to read PRINT CHECKS Now when you make this selection WinJewel will post the item and print a check To set the printing format to be consistent with your check stock go to REPORTS PRINTER SETTINGS SET THE SPACING ON CHECKS and follow the instructions This may require a little trial and error testing and you will need to experiment with different settings until you are satisfied with the results When you are finished entering all of the check information click on the PRINT CHECK gray bar You will be asked to verify the date and to put a check form in the printer Click on the OK gray bar and the check will be printed If you have already written the check or for some other reas
122. ayaway payment is made Notice that the Total of taxable sales Total of all sales Gross Profit Total of all tax Total of all tax and sales and Total of all Deposits DO NOT reflect the layaway transaction The Cash Wlayaway Pmt Start Layaway and Total of all Cash amp Cash Equivalents DO reflect the layaway transaction Sales Slip Day 3 aa 10300 A ny T Own Jewelers 123 Any Street AnyTown CA 90001 LARRY STEVENS 6810 54TH PLACE NE MARYSVILLE WA 98270 Slip Number 87 E Form of payment Cash 20 00 Customer 1 gt Number Description Quantity Layaway Pmt On 80 TOTAL Thank you for choosing AnyTown Jewelers The current account balance is 00 The agreed monthly payment is 5 00 Daily Report Day 3 Daily Report for 10 30 04 Page 1 Thank You BOB BULLICK Layaway Pmt On 80 20 00 Lay BB Payment 0 Customer LARRY STEVENS 1 on slip 87 paid 20 00 by Cash Cash 20 00 WLayaway Pmt 20 00 Total of all Sales 00 Gross Profit 00 Total of all tax 00 Total of tax and sales 00 Total of all Cash amp Cash Equivalents 20 00 Total of all Deposits 00 58 Monthly Report Day 3 Printing report from 10 1 2004 to 10 31 2004 Page 1 stock description amount dept who type tax 10 28 04 100 00008 CITIZEN MENS WATCH 153 00 WAT BB Cash 11 09 Gross Profit 92 00 Customer LARRY STEVENS 1 on slip 84 paid 164 09 by Cash 10 29 04
123. be paid off individually Another example is individual items on one layaway slip with multiple items cannot be reversed cancelled with out canceling the entire slip When an item is put on layaway it is considered pending by WinJewel unless you have chosen the alternate recording method The sale will show on the sales report but will not be added into Total Sales and will not be assigned to either an individual department or salesperson The inventory record for this item will include a special note stating Item on Layaway the date the layaway was started will appear in the DATE SOLD field and the customer s name preceded by a symbol will display in the CUSTOMER field Doing a FIND BY using the symbol in the Customer box of the INVENTORY screen will produce a list of all items that are on Layaway WARNING Charges and Layaways are two separate types of transactions A payment to a charge is not the same as a payment to a layaway A layaway is connected to an actual inventory item where a charge only creates a store balance credit for that customer Do not use REG or DOWN PAYMENT types for any layaway transactions Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM Y 3 14 2 Recording There are two methods for handling layaways Under the d
124. box next to the image representing each picture The box representing the picture you are currently looking at will be outlined in black E Reorder Number FD Auto h _ El If you click on the long gray bar on the left of the picture the image will be expanded to the full size of the image that is available Clicking a second time on the same bar will shrink it back down to the smaller size In addition to displaying the picture on the INVENTORY screen when this particular item is entered on the SALES screen the picture will also be displayed so the salesperson can verify that the correct entry has been made You may also want to print a picture of the item on the sales slip Select REPORTS SYSTEM SETTINGS SET SALES SLIPS TO PRINT OR NOT PRINT PICTURES ON SALES SLIPS Y 4 10 CATALOGS PRINTING PICTURES OF SELECTED INVENTORY ITEMS You may want to create a small catalog of pictures of all inventory items with a particular characteristic such as a diamond center stone in excess of 3 carets or all items from a particular supplier To do this do a FIND BY for those items and then select the print option You will be given the option to print the items with or without the associated picture You will also be asked how many items you want to print on a page If you want to print a catalog with a series of unrelated items where the normal FIND BY will not group them all you can create a separate NOTE for each item you want w
125. cases click on the END button Y 412 CONSIGNMENT MEMO ITEMS Y_ 412 1 Discussion Consignment memo items are items that you sell from your business that you do not own or will not pay for until the item is sold There are two categories of consignments e Take in items from a Regular supplier Regular suppliers can include established manufactures wholesalers retailers e Take in items from a Non Regular supplier Non regular suppliers can include walk ins and other non established supply sources One major difference between the two categories is Regular suppliers have paperwork and established business processes to facilitate consignment memos whereas Non Regular suppliers have none V 4 12 2 Take in Items from a Regular Supplier Enter a department for consignments REPORTS DEPARTMENTS if you wish to do so 2 Enter the supplier on the SUPPLIER screen if not already entered 3 On the INVENTORY screen hit NEW INVOICE a new window opens a Type the word MEMO in the Invoice box and invoice number if you have one enter the date and select the supplier Click ENTER INVENTORY 4 Click on the box MEMO ITEM for each item entered located on the top portion of the screen E 5 Enter the information about the items like normal Y 4 12 3 Take in Items from a Non Regular Supplier PRELIMINARY STEPS 1 Enter a department for consignments REPORTS DEPARTMENTS 2 Enter a supplier on the SUPPLIER screen All non regular
126. center stone information merged You can now make any further changes in the item if you want but you must click on SAVE ITEM whether you make any further changes or not The second item will show a sales slip number of 99999 a date sold of the date that the pieces were combined and the number of the item it was merged with in the CUSTOMER box Y 4 8 MULTI UNIT ITEMS If you have inventory items that are identical like batteries and findings or things that are handled by weight like gold loose diamonds or chains you can give them all the same inventory number When you are entering the inventory record click on the MULTIPLE UNIT ITEM button located above the INVOICE NUMBER box You then need to select whether you want this item to be stored per piece P or by weight W If you select the P two additional boxes will appear near the bottom of the screen You should enter the quantity of items you are adding in the QUANTITY IN STOCK box and the level you want to reorder in the REORDER QUANTITY box Each time one of these inventory items is sold the QUANTITY field will be reduced by one The COST and RETAIL fields must be entered as the dollar amount per item not total quantity If you selected W for weight enter the total weight in the WEIGHT IN STOCK box and the point at which you want to reorder in the REORDER WEIGHT field The COST and RETAIL figures should now be entered as the price per weight measure When you sell an item by wei
127. convenience only Back up data should always be saved to a removable disk or other removable media to protect against computer failure Creating a separate folder WJSupport is not a requirement but it is suggested that you use some type of organization for your files You should not save any files directly into the WinJewel folder unless told to do so by the WinJewel staff The reasons that may require you to restore from backup data are too numerous to list in this manual But a few of the most common failures are discussed here Computer Crash This can be anything that results in your computer not working anymore A Computer Crash could be a hardware failure or operating system failure This is the most devastating type of failure but can be the easiest to recover from if you have a current backup and a sound recovery plan Update Failure WinJewel updates are done by downloading files over the Internet Although rare it is possible that the download process can malfunction due to reasons beyond the control of The WinJewel Software Company or you Updates are important and should be taken regularly daily weekly monthly Updates are part of your support package and are the most reliable way to resolve application software issues on your system The entire computer industry is constantly changing WinJewel Software also changes constantly in order to keep up with growing demand and industry standards Take your updates regularly but always
128. d restores inventory files to their original position Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before affecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM VY 3 8 2 Reverse a Sales Slip 1 Enter the customer information on the SALES screen Select a Salesperson 3 Click on the PREVIOUS button near the bottom of the screen A list of previous transactions will appear for this customer 4 Adjust the date on the Sales Screen upper left corner to match the date of the original sale a Double click in the DATE field upper left corner and select the desired date The daily and monthly reports will be adjusted on this date 5 Click on the slip to be reversed and click on REVERSE This will create another slip with exactly the opposite information and restore the account balances and inventory files to their original position w 3 8 3 Erase a Sales Slip Erasing a slip removes the original transaction adjusts account balances and restores inventory files to their original position Erasing a slip is similar to reversing a slip with three exceptions 35 e The transactions original and erasing will not appear in any sales reports e You must be authorized STAFF permission to ERASE e A record of the erase will be entered into a separate file To view these go to REPORTS SALES REPORTS and click on LI
129. d WinJewel will record them all into inventory the number entered in the REPEAT LAST box should equal the total number of items less one which will be the original item entered Y 424 Reorder Number If you have previously entered a REORDER NUMBER for an item enter that number again in the reorder field then place a check mark in the AUTO check box All of the previous information about this item will be filled in automatically Y_ 425 Print Invoice When you click on END INV a popup window will appear asking whether you want a printed copy of the items on the invoice you just finished If you want to transfer the invoice payment information to the INVOICE screen you must print a copy VY 4 2 6 Transfer to Invoice If you printed a copy of the inventory entered on this invoice a popup window will appear asking if you want to transfer this information to the INVOICE SCREEN If you answer YES you will be asked for additional information DISCOUNT DATE DUE and SHIPPING then will be transferred to the INVOICE screen An invoice record will be generated and you will have the opportunity to make a check or other payment type to the supplier Y 43 VIEWING INVENTORY ITEMS Any time that you want to see or change an item that is already saved just enter the SUPPLIER and STOCK NUMBER and hit ENTER The complete inventory record will be displayed You can change any box by clicking that box and entering what you want When you are satisfied with y
130. d for Gift Certificates Enter customer information Select a salesperson Enter description GIFT CERTIFICATE Enter amount of gift certificate Select department GIFT CERTIFICATE Select payment type Click on End Line No Tax Enter TO FROM MESSAGE information Click on INCREMENT for next available number or enter a number Click on note to change enter the general note at bottom of gift certificate Click on PRINT POST Gift certificate prints at same time as receipt USE A GIFT CERTIFICATE Enter customer information Select a salesperson Enter stock number of item to be sold Select payment type Click on End Line Tax or No Tax Enter description USE GIFT CERTIFICATE Enter amount as a negative number 50 Select department GIFT CERTIFICATE Click on End Line No Tax Click OK if no changes Click on End slip START A LAYAWAY Enter the customer information Select a salesperson Enter the item information Select the layaway payment type Select START LAYAWAY Click on End Line Tax or No Tax Select the PAYMENT payment type Select LAYAWAY PAYMENT Select PAY ON Enter the amount of the initial payment Click on End Slip Confirm payment options Slip prints PAYING ON A LAYAWAY Enter the customer information Select a salesperson Select the PAYMENT payment type Select LAYAWAY PAYMENT Select PAY ON Enter the amount of the payment CON SALES
131. ders gt ie close the wzad and then plug the printer s cable Y gt Ly 2 x into pour computer or point the printer toward your computers infrared port and tum the printer on Server Properties Comments Windows vil automaticaly instal the printer for you Set Up Faxing Documents Status Ready To continue cick New Offline Ready Ready Ready Ready 676 6 6 4 Do NOT select the Auto Detect Plug and Play Printers Add Printer Wizard Local or Network Printer A The wizard needs to know which type ol printer to set up elect the option that describes the printer you want to use To sel up a network portes that is not attached to a pert server use the Local printer option 5 Select your USB printer port Add Printer Wizard Select a Printer Port Computers commuricate with printers through ports Select the pos you want your painter to use If the poil is not fsted pou can cleate a naw poil Use the following port a Virtual printer port for USB LPT Note Most computers 4 LPT2 Ln Poit The connector for this H LPT3 Porte Port COMI Sess Poit COM2 Serial Port COMS Serial Pont COMA Sesal Port COMS Sesal Pon FILE Puirk to File W2Q00SERVER DiecPubt Local Port QQ00SERVER HPLasenlet Local Port 6 Highlight your printer if it is present then select the Have Disk button 7 Browse to the new Seagull folder on the C drive Add Prin
132. e pointer directly over any data entry box choice button or gray bar and a short message describing that particular function will be displayed WinJewel also displays special built in screen descriptions when you have several selections to make You should get in the habit of carefully reading each screen before making a selection to be certain you are doing what you want WinJewel also notifies you when you may be doing something that might be incorrect or have not filled in something that is required such as leaving an input screen before saving the record When this is detected the program will display a message reminding you to complete the function Y 1 5 USING THE CANCEL BUTTON In the upper right hand corner of the screen just below the HELP selection is a button with an X Whenever you click on this WinJewel will cancel the screen you are on and return you to the Main Menu As an added protection to the user if there is data on the screen you are using WinJewel will ask whether you want to save it before it deletes that screen Y 1 6 USING FIND BY One of the most valuable tools of WinJewel is FIND BY This button appears on many screens and provides a quick method to find customers inventory items reports settings and just about anything else you are looking for You should be comfortable with using the FIND BY feature as it represents a very powerful component of WinJewel This section is only a discussion of FIND BY Each
133. e REPRINT button and another slip will be printed 34 Y 3 7 DELETING A SALES SLIP YOU ARE WORKING ON If you need to erase a sales slip that is in the process of being written but not finished click on the small X in the upper right hand corner of the screen All data for this slip will be erased and you can now start over DELETE ONE LINE If you need to change a line already entered on the sales slip simply click on the detail line you want to change from the large white box and it will be automatically re entered in the entry boxes above Change the incorrect field to what you want and hit the END LINE button again and the correct information will now display in the large white box Y 3 8 REVERSING ERASING A SALES SLIP Go to the LAYAWAY section of this manual chapter 3 14 to reverse a layaway Go to section 3 12 WRITING A SALES SLIP RETURN DISCOUNT OR CREDIT to return merchandise from a previous sale to the store and to give the customer a refund VY _ 3 8 1 Discussion WinJewel provides three ways to undo a sales slip that needs to be removed for any reason other than a return of merchandise for example it was entered incorrectly This paragraph describes two of those methods The third method SEE OR CHANGE ONE DAY should only be performed by advanced users or with the assistance of WinJewel support The two methods REVERSE and ERASE create a record that is opposite of the original transaction adjusts account balances an
134. e more training time but are also easy once you know how to handle them This first section of the this chapter describes a basic sale in detail Other transaction types follow _3 12 Things you Should Do or Know Before Starting e You do not need to click in the LAST NAME field to enter a name for searching the customer database Click once on the SALES icon This will display the sales slip form The cursor is blinking in the PHONE box To start a sale you can enter either the customer s name or phone number immediately e Make sure that the NumLock N Lock on your keyboard is on light is illuminated The 10 key number portion of your keyboard acts as navigation buttons when NumLock is off and may cause peculiar behavior e Follow the sequence of entering information WinJewel will prevent you from completing a transaction that is missing information such as a salesperson but this process will force you to jump around the screen in an inefficient manner e Set up the printing preferences as described in section 2 7 SYSTEM AND PRINTER SETTINGS before making any sales e The sales tax rate is displayed just below the END SLIP button If this is not the correct rate go to REPORTS SYSTEM SETTINGS SET TAX RATE e QUICKLISTS in appendix C provides a condensed breakdown of common tasks The normal sequence for entering a regular sale is Enter the customer information Select a salesperson Enter the item information Select the pa
135. ecial settings in WinJewel that are found under SYSTEM SETTINGS SET SYSTEM TIME and SET SYSTEM DATE These are shortcuts to the Windows screens for making these changes TURN ON OR OFF AUTOMATIC PHONE DIALER Allows integration of WinJewel s telephone number database into a phone dialer ACTIVATE THE HINT SCREEN Displays a brief tip for using WinJewel at each start up CHANGE PICTURE ON OPENING SCREEN Allows you to display another picture on the WinJewel main menu screen SET DATE STYLE Allows the date format to be changed from the default North American style Y 15 6 TO MAKE THE PROGRAM GO FASTER Any or all of these will make the WinJewel program run faster 1 Add more memory to your computer 2 Upgrade your processor 486 to Pentium 3 Change to a faster megahertz CPU 4 Run sorts of the files more often WinJewel can find things very quickly even in large lists 1f they are sorted because it uses a very sophisticated binary search technique 5 Run DEFRAG and SCANDISK more often These must be done after closing WinJewel 6 If the printer seems to be slowing down add more memory to the printer or add a separate dedicated print buffer with memory 7 Install a faster hard disk drive 8 Install a large enough hard disk to not have to use a disk compression program Y 16 MULTIPLE STORE OPERATION Y 16 1 SETTING UP MULTIPLE STORES If you are using WinJewel in several different store locations you wil
136. ecsenecsseceseeseseessceseeseseesseceseesenesseeeeseeseeeaeeecaeeseeeaeeeeeeaeenaes 90 Supplier Stock Number sg O A taa 71 Talkin TI Md ii iii 71 91 92 205 Using Old Tas Numbers neasa aa sete A en ee chee eh atone ete 93 Viewing Inventory Items STN ac O cine le ae acetate O teak ae Ms 70 77 E cdl ev teed Ree es ee ees aes ee Te fess AS ees a ee Sa OCE AGE 74 88 141 205 Nui Ai fistderta te ahnie thi ate 205 TAVOI CESS cece 26sec cds eect hha Ses II Ee RE ES NS ARE Saeco 13 133 134 137 Automatic BURMA tido 134 CHECKS ONE O OR Creating Invoices Date Due Discount Due Report Editing INVOCA A as Se Sa A A O Ea ae ah Ma From One Supplier to Another Invoice NUDE AAA deen E E 70 71 72 78 93 133 NN 135 Petty Cash 134 141 Reports 134 135 E RN NR RU NOE Invoices by Supplier Report 134 Invoices DUERO BISEACH HS a ui bet tea als gies bed uel ee Ha Ge allel oles alice alata id AS ENS 134 Invoices tora Supphierana Time Period ca 134 Invoices Paid in a Time Period 134 Eist of Open VOICE it da dE A dE A GCh ES T g Sea dig 134 Save Invoice A O 134 Set Checks 135 140 Shipping COS ii A nas 70 134 Special Prod tada 135 LAW Stan aa 41 43 44 45 46 47 48 51 52 53 54 56 58 76 97 102 103 Alternate Reporting Methods AAA AI eo ene ee 43 53 Do Not Post Interest La MA ii 103 Minimum Pay cococcicnnicononnnnnnnno
137. ect a SALESPERSON Click on the CONSIGN payment option The next available stock number for the consignment supplier identified in SYSTEM SETTINGS is created Enter a description of the item Enter an amount in the PRICE field This is the amount you will buy this item for if it sells The description and amount will be copied to the cost field on the INVENTORY screen ON Click on END LINE NO TAX An invoice of the consignment will printed at this time Go to the INVENTORY screen Bring up the item number Enter the amount you will sell this item for If a RETAIL price is not determined until the point of sale enter the amount after the item is sold If no amount is recorded in this field various reports will provide incorrect totals such as gross profit 11 Print a tag INVENTORY ENTER Inventory 1 2 3 4 5 6 7 8 9 1 0 Go to the INVENTORY screen Click on ENT INV Enter Invoice Number Enter Invoice Date Choose a Supplier or click on NEW SUPPLIER button to add a new supplier at this time Optionally enter the MERCHANDISE TOTAL for this invoice Click ENTER INVENTORY Enter DESCRIPTION DEPARTMENT COST RETAIL Other fields are optional When finished entering information for one item then click SAVE ITEM To enter the next item click NEXT a If you want to repeat a similar item then click REPEAT b If you want to add more of exactly the same item then click QUANTITY c If you are finished with e
138. efault method in WinJewel the sale is not recorded until the item is picked up by the customer The item stays in inventory and no sales tax or commissions is recorded You do not need to make any changes to the system to record layaways this way For the alternative method see the explanation at the end of this section The alternative way for recording layaways in WinJewel is to book the sale at the time of the transaction even though the item may stay in the store Recording a layaway this way removes the item from inventory and both commissions and sales taxes are computed as due To use this method go to REPORTS SYSTEM SETTINGS SET LAYAWAYS TO BE HANDLED AS A SALE AT THE TIME OF THE TRANSACTION The procedures for doing layaway transactions either way are identical only the reporting is different _3 143 Start a Layaway Multi Unit Items DISCUSSION Items that are multi unit are not marked with unique identifiers in WinJewel The stock number of multi unit items only track quantity To put a multi unit item on layaway that item must be given a unique identifier WinJewel does not do this for you You can do this manually by auto assigning a stock number to the item at the point of sale then manually adjusting subtract one from the quantity in 43 stock on the inventory screen of the multi unit item Think of this process as taking an item off the display shelf putting the customers name on it and putting it on a separate layawa
139. el that is printed may not be centered and the font size may be very large This is okay Alignment and font size will be set within WinJewel Ifa tag is ejected but nothing is printed there is a problem with your ink film and or tag roll Ifa tag is not ejected from the printer you must change settings such as Ports until you computer sees this printer 2 Zebra TLP2844 Properties Bati Modet Zeba TLP2344 Features Coke No Double sided No Staple Unknown Speed Unknown SET UP WINJEWEL TAG ALIGNMENT 1 Click on the small P that is below the red Help diamond on any WinJewel screen 2 Click on Choose 3 Use the drop down list to select your printer in the Dedicated price tag printer box if it is not already there 4 Click on the Tag WinJewel Printer Choi ices Align button in the lower left corner Printer Name Na xa wy SerS p Typa_ Printer for Receipts 20005ERVERVHP Lasse 41 y Dela Printer for Repair Envelopes 20005ERVERVHP Lasser 41 gt Dela Printer for Appraisals 2000SERVERVHP Lasiet 41 v isa y Printer for Checks W20005ERVERHP Loseset 4 gt Dean Printer for Gift Certificates cit Lave 41 v and 5 Click on the Reload Layout by Name button 6 Click on the line of the tag type For example the DTMX_TT306 Tag Printer Windows Driver 22742_11350_2P0 1P10 al Y Th Set Fort Name and Sze Bee Layout by Nome Zeb A i Setpinerrane Seibectodsdauti
140. em in your computer you can click on the REPORTS UPDATE from the list One of the choices you will be given is to update via modem This can be used to get any file from the folks at WinJewel To transfer files we need to have the same settings on your computer that we have at WinJewel Click on SETTINGS Click on BINARY TRANSFERS Click on XMODEM CRC Click on OK Click on SETTINGS Click on COMMUNICATIONS Click on COM1 or whichever your modem is attached to Click on 2400 BAUD RATE Click on 8 DATA BITS Click on 1 STOP BIT Click on PARITY NONE Click on FLOW CONTROL Xon Xoff Choose PARITY CHECK Choose CARRIER DETECT Click on OK Click on TRANSFERS Click on RECEIVE BINARY FILES When computer asks for file name enter WJZ EXE Y 18 PRINTER AND SCANNER SETUP Y 18 1 DISCUSSION Scanners and tag printers will greatly increase the efficiency of the WinJewel system Please remember that these are specialty equipment Although WinJewel is designed to work with scanners and tag printers whenever external equipment is added to a computer system the system becomes more complicated Setup for scanners and tag printers is normally a simple process that takes little time but occasionally issues arise that greatly increase the time required to set up this external equipment WinJewel support will help you install this equipment but issues may arise that are out of the WinJewel Software Company s control Please keep in mind that you ma
141. ember who is working on an hourly basis _ WinJewel Version 6 04 Build A2p Curre can use WinJewel to punch in and out Simply click 4 Y gt 3 on the CLOCK Icon located in the upper left corner of the screen and a timecard screen will appear in the center of the viewing area no matter what else is being done by the WinJewel program at the time No other files are affected 2 3 t es inven Cust A list of the employees will appear in alphabetical order in the white box that is part of the timecard screen Select the correct name and then click on the CHECK IN or the CHECK OUT gray bar If the last check was an IN then only the OUT gray bar will show If the last check was an OUT then only the IN gray bar will show At any time clicking on the PRINT CARD button will create a hardcopy of the time card The WHO S IN OUT button will provide a quick overview of check in and out status for today You can set this feature to require the special employee code each time a timecard entry is made This would help minimize the potential for employees to sign in and out other employees To set this go to REPORTS SYSTEM SETTINGS SET YES NO FOR ENTERING PASSWORD WHEN CHECKING IN OUT ON TIMECARDS Y 9 4 CLOSING PAY PERIODS AND CORRECTING TIME CARDS Each employee s time card should be reviewed and corrected at the end of each pay period When corrections are complete time cards can be printed Time cards can be printed one at a time or as a
142. eneral Leader dende E a decia acta des General Ledger and Budgeting INTA s Accounts Payable ii A EEA chr AEA ame crea R O AM A odeutesessauteu evel ane vabdbeyousanestenesrespeneccoveusevventoasedshevcebuvedses Budvet Vean E aera ses e OS Budgeting es Cap SA A A A BREIS as i eee dete AS Cash Blow AnalVsiS ista didas Compute Cash Flow E Depreciationss a dl aid A RO Liabilities Month End Reports Accounts Payable Accounts Receivable Checkbook Monthly Balance Sheet Monthly Purchases Preparig Budgets Regular Monthly Hed an RS Es Registry Girdle ci niaiic s Requirements its 8 Window mai PAE EA POENA TN ees Aa 9 Initial WinT Vel Stupid Rs dl bts ita tad eaasdededes ete 15 InstrUCHONS td Mesta e o tl no Pre dre lol endo dale No Charge Interleaved 2 of 5 Inventory 13 24 43 66 69 71 72 74 75 77 78 79 82 83 88 89 90 91 92 93 125 137 138 143 149 164 200 204 205 206 INV ias Adjusting the Prices of Inventory Items Also See Printing Pc A e agenste Catalogs COMDE O Hs a a cel dean a e ath eb cd de Consignment Menmo Items zese A ib Cost Code Deleting Inventory ch ieee A A E E E EER ON RA N Sita Finding Anveritory emesen enes a e ae E dre Invoice Special Information on Price Tags cecescssessesesseseeseseeseeseseeseseeseseeseecseeceseesesecseeces
143. ese two factors into consideration when describing the item LAST INV Last Inv number is not used when entering inventory and will be discussed in greater detail in section 4 15 TAKING INVENTORY MEMO optional Used to identify items that come in on consignment Memo items will be discussed in greater detail in section 4 12 CONSIGNMENT MEMO ITEMS MULTI USE STYLE if Wholesale version optional The MULTI USE STYLE box is optional Enter any information about the item you wish such as the serial number This field can be used as you wish CENTER STONE optional Enter the size of the CENTER STONE in carats Example 22 would be a twenty two pointer by dimension color or any designation you want CT TOTAL WT optional Enter the total weight of the side stones Note This should not be the total weight of all stones unless there is no center stone CLARITY SHAPE COLOR and CUT GRADE optional Use the drop down menus are provided do not type in the code letter Just click on the small arrow and click on one of the selections OPTIONS To change the selection options in these drop down menus go to REPORTS SYSTEM SETTINGS SET LIST FOR STONE DESCRIPTIONS Color Clarity Cut or Shape As with most items in WinJewel each heading must start with a unique letter REORDER NUMBER optional This is the order number you use to reorder the item Enter the number that the factory would need to reorder this style OPTIONS The AUTO but
144. etwork and that drives are mapped from each client to the C drive of the server 1 Install WinJewel Server Version from the WinJewel installation CD onto the computer that is to become your server a Ifyou have less than 6 computers and are NOT running the Multi Store version of WinJewel then you do not need a server version of Windows b If you are running more than 6 computers or have other locations outside the premises that will be accessing this server then you will need a server version of Windows 2 Install the WinJewel Client Version into each of the other computers in your network Do NOT install the logo license on any client computers 3 Map a drive from each of any client computers to the WJServer folder on the server computer We suggest using the letter W 4 Run WinJewel on each of the client computers and follow the on screen directions 5 Close My Computer If you have not followed the directions exactly when first running any of the client versions of WinJewel then WinJewel will not be linked to the server on these computers The following steps will correct the error 1 Right click on the WinJewel icon on the desktop of the client computer WINJEWEL Properties General Shortcut Compatibility P WINJEWEL El dl Target type Application Target location WinJewel Target CAWinJewelNWINJEWEL exd Start in WAWinJewel Shortcut key None Run Normal window Comment Find Target
145. f item will be displayed Simply check all of the boxes that apply you can unselect a box by clicking on it a second time Recording things now such as scratches or missing or broken components can make later confirmation of the condition when the item arrived much easier Everything on the CONDITION screen can be changed by clicking on the CHANGE LABEL gray bar and change the headings or descriptions When you are finished filling out the screen click on the PRINT button and print a copy of the condition description that can be attached to the Envelope and or given to the customer This information will also remain with Envelope record in WinJewel If you find it necessary you can also attach an image of the item to the record Click on the IMAGE button and a digital picture can be attached Y 7 3 TRACKING ACTIVITY ON SERVICE ENVELOPES WinJewel provides several features that will assist you in keeping track of activity on service and job envelopes There are two gray bars located just above your store logo that say ADD PART and ADD LABOR When a part is required that you have in inventory you can click on the ADD PART button and enter the stock number for that part The cost of that item will be added to the COST field to assist in determining the final cost of the service ADD LABOR allows you to create a list of service activities watch cleaning adding links to chains melle head etc with a set cost retail price person assigned and
146. f these items to report to the consignment supplier do a FIND BY with the SUPPLIER NUMBER and today s date in the DATE SOLD field All sales up to and including today will be displayed If you select the UNSOLD option Find By C Sold 6 Unsold f all consignment items still on display but unsold will be listed on the FIND BY list The SALES REPORTS DAILY SALES REPORT BY DEPARTMENT provides additional sale information Once consignment items are entered into Inventory they are sold normally Y 4 3 PRINTING PRICE TAGS There are two methods of printing price tags The most common method today is the dedicated price tag printer The second method is using a general purpose inkjet or laser printer with specialty paper Y _ 4 13 1 Dedicated Tag Printer If you have a dedicated tag printer attached to the system such as an Eltron Allegro Zebra C Itoh or Datamax brand of printers you can print the item s price tag by clicking on the TAG button located below the REORDER NUMBER box on the INVENTORY screen Before you do this be certain your printer is set up correctly by referring to chapter 18 PRINTER AND SCANNER SETUP of this user manual P 4 13 2 General Purpose Printer If you are using a general purpose ink jet or laser printer for your tags then it is best to store the tags and print a batch of them at once This will allow you to get the most effective utilization of your tags by being able to print a whole page at o
147. find a match try to use another similar word and look for matches When using this manual all references to selections in SYSTEM or PRINTER SETTINGS will be listed exactly as they appear in the system Just enter one of the words in that phrase when you use FIND BY and page through until the exact selection appears FIND BY is not case sensitive but it will only find words that are exact matches 13 Y 1 7 USING THE BUILT IN CALCULATOR If you click on the picture of the calculator in the upper left hand corner of the screen a small calculator will appear Use the mouse to click on the keys or use the keyboard keys as you would any small calculator A running tape of the transaction is maintained and can be printed When you are finished click SAVE CLOSE to leave the calculator Hint The answer to any calculation done with the calculator can be pasted into any dollars and cents box on any screen in WinJewel This answer is available as many times as you want to use it until you use the calculator again Just double click where you want the amount to be pasted Y 1 8 CHANGING THE BACKGROUND COLORS OF EACH SCREEN The background color of each screen can be changed by going to the REPORTS screen and choosing SYSTEM SETTINGS Then click on SET BACKGROUND COLORS FOR EACH SCREEN You can click on the name of the screen that you want to change and a selection of colors will appear Simply click on the color that you want to choose You can
148. for this customer identifying which letter was sent and the date For the Email option to work correctly you must be on line to your Internet provider or have your own server connection In addition the Email feature only works if you have a Windows compliant Email program and it is correctly configured If you do not want to use an existing letter as is click on the EDIT LETTER gray bar WinJewel s own Formletter Writer program will now appear Select the QUICK button if you want to write a special one time letter that you do not plan on saving for future use The cursor will appear in the far left top corner of the white writing area You should start your letter with the body of the letter because the Form letter Writer will automatically fill in the heading customer name and address and date so you don t want to duplicate The program does not fill in the salutation and writer s name at the bottom so you must enter these items When you are finished click on END QUICK LETTER If you want to modify an existing letter or create a new one for future use select the FORM button and then select to create a NEW LETTER of OPEN LETTER and make the changes you want Remember to hit SAVE LETTER if you want to save your letter for future use You can have the Formletter Writer place specific customer information within the body of the letter by using a special capitalized word between the lt and gt symbols in body of your letter For example ha
149. g report from 10 1 2004 to 10 31 2004 Page 1 stock description amount dept who type tax 10 28 04 100 00008 CITIZEN MENS WATCH 153 00 WAT BB Cash 11 09 Gross Profit 92 00 Customer LARRY STEVENS 1 on slip 84 paid 164 09 by Cash Total of taxable sales 153 00 Total of all Sales 164 09 153 00 Gross Profit Ba Total of all tax 11 09 164 09 164 09 Total of tax and sales Total of all Cash amp Cash Equivalents Total of all Deposits 00 153 00 100 92 00 55 DAY 2 A layaway sale is made The item is put on layaway and a payment of 20 00 is made Notice that the Total of taxable sales Total of all sales Gross Profit Total of all tax Total of all tax and sales and Total of all Deposits DO NOT reflect the layaway transaction The Cash Wlayaway Pmt Start Layaway and Total of all Cash amp Cash Equivalents DO reflect the layaway transaction Sales Slip Day 2 Reprint 10 29 04 Anylow Jewelers Slip Number 80 J LAYAWAY SALE A iZ Any o 4 Form of payment LARRY STEVENS Bua gam Cash 20 00 6810 54TH PLACE NE MARYSVILLE WA 98270 Customer 1 Number Description Quantity Price Tax Total 200 00015 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK 1 82 50 5 98 88 48 Layaway Pmt On 80 20 00 20 00 TOTAL 62 50 5 98 68 48 E 7 E E Thank you for choosing AnyTown Jeweler
150. ght WinJewel will ask you to enter the weight you are selling and this will be included as the first part of the description field The program will also do the math to compute the PRICE field When the amount in stock equals the reorder level the program will set a special flag When you select REPORTS INVENTORY REPORTS MULTI UNIT REORDER LEVEL REPORT a list of all items that have reached or are below the minimum reorder level will be listed Y 4 9 INVENTORY PICTURES 409 Discussion A digital camera or scanner can capture a picture of any inventory item and it can be included in the inventory record printed on sales slips and used in promotional catalogs or special mailings There are two groups of steps when using pictures in WinJewel l Save the pictures from your camera onto your computer 2 Save the picture on your computer into WinJewel You can store up to 5 pictures for one inventory item This is useful for different views of the item PLANNING FILE MANAGEMENT getting organized When you save a picture to an inventory item in WinJewel a copy of your original picture the one you saved from your camera will be made renamed and saved into the c1WinJewel Pictures Supp folder where Supp is the number of the supplier for that item The picture will be renamed to the second part of the item s stock number for example a picture saved to item 100 00001 will be saved as file 00001 bmp in folder 100 Folder 100 is in the picture
151. h 35 Address3 With 30 Status3 With 1 City3 With 30 State3 With 2 Zip3 With 15 LastMmY y3 With 4 LastSlip3 With 10 Balance3 With 15 AgreedPmt3 With 15 Phone3 With 20 PhoneTwo3 With 20 LastNote3 With 8 CredLimit3 With 15 Number3 With 10 profile3 With 8 behind3 With 4 Nolnterest3 With 2 InterestRate3 With 6 Address31 With 30 Email3 With 40 TypeOfBilling3 With 1 StatementDate3 With 2 DueDate3 With 2 DueDateTwo3 With 2 Wholesale3 With 20 Type3 With 1 Purchases3 With 15 Assigned3 With 2 LastContact3 With 8 LastDetailed3 With 5 Mailing3 With 1 CurrencyType3 With 1 CountryCode3 With 2 VatYN3 With 1 StandardTerms3 With 16 NormalDiscount3 With 8 Expansion3 With 72 FILE SUPP DAT POINTER SUPP PT2 Name4 With 25 Address4 With 40 Address24 With 40 City4 With 20 State4 With 2 Zip4 With 10 Phone4 With 12 Fax4 With 12 LastNum4 With 6 Balance4 With 8 LastInv4 With 8 Terms4 With 14 LastNote4 With 6 Number4 With 3 AcctNum4 With 15 SalesPerson4 With 25 SalesPersonPhone4 With 12 MailingLabels4 With 1 AddressTwo4 With 40 Address2Two4 With 39 CreditCard2 CityTwo4 StateTwo4 ZipTwo4 Email4 www4 DefaultGL Percentage4 locked4 CurrencyType4 Country4 Expansion4 FILE NOTE DAT POINTER NOTE PT custsupnum5 newnote5 clerk5 lastnotnum5 date5 FILE REPAIR DAT POINTER REPAIR PTN Cust6 Dept6 CNum6 Item6 Instr6 LastPart6 OldSalesperson6 Who6 InDate6 OutDate6 DueDate6 FinDate6 Where6 Est6 Price6 L
152. h flow and an itemized list of future bills that are in the computer by clicking on the BUDGETING icon and then clicking on the CASH FLOW gray bar You will first be asked to project your normal incoming daily cash flow and then the starting cash balance These entries will remain there until you change them You should now click on REGULAR MONTHLY ITEMS and record any monthly payments rent payroll utilities that are not currently listed as unpaid invoices Enter an identifying name and the normal day of the month you make the payment and the amount You can also enter any holidays in the upcoming period by clicking where you will not have any cash flow by clicking on the HOLIDAYS selection You should also click on the EXCLUDE box for those days of the week you are closed When all of the entries have been made and you are ready to see the projection click on COMPUTE CASH FLOW You will be asked it you want a printed list and the number of days into the future that you want to project You will then be shown a graph of future cash flow If you want a printed copy of the graph click on PRINT COPY Y ou should try different assumptions to see how it will affect your cash flow You can also go back to the INVOICE screen and adjust the due date on individual invoices Even if it means losing discounts Sometimes you may even need to call suppliers and tell them that you need to be a little late Calling ahead of time will often get an OK from your su
153. handise types sold in the store The first three characters numbers or letters of each department name must be different from the first three characters of any other department name A sample list of departments is provided You can keep modify or delete any of these sample departments Click on the REPORTS icon and then the DEPARTMENTS choice button Click on the SEE CHANGE button Click on the top line CLICK THIS LINE TO ADD NEW DEPARTMENTS or click on any department you want to change Fill in or change the department name Remember that the first three characters must be unique This sometimes takes a little creativity 21 a TestName Departments oj x Abbreviation Department Name le csr CSR COLORED STONE RINGS Include with Sub Total Category SALES Edit Categories List Open to buy Average cost as a of retail y Turn on Auto el Discount 1000 00 fo r Normally Not SE ES 5 Taxable Sales commission rate Min above cost to discount Launch Git aunch Gi 000 0 a Certificate a Remove Label for Multi Use field y ease TE a Erase This One Department Stone Typ el r Use Loose Dia Layout Erase All Depariments Use as Dept if None Given Special Note for this D t el Please put a check next to any field that you do NOT want to be visible for this department I Multi Use I Stone Color M Karat J Center I Shape J Color FP TW J Cut J Clarity Grams Save Exit You will then be asked to establish several
154. hanges simply put the cursor in the tag layout picture and change any of the numbers or letters If you are using a specialized tag printer that prints barcodes only enter information on the left hand side of the tag The right hand portion will be used to print the bar code number Note the barcode number will display in both code and in numbers so you do not need to include the Vendor number and Stock number on the left hand side You may want to experiment with different settings and see what they look like on the tags If you have a tag layout that is not the standard dumbbell style like is displayed in the picture you can still use the CHANGE ORDER screen but you need to use your imagination to fill in spaces that are not displayed on the screen For example if you have a tag with a long tail on the top line just enter more data than will display on the top line of the tag layout into the gray space and WinJewel will actually print that information on the tag If you need any help with special tags please call WinJewel customer support Y 14 7 PRINTING MAILING LABELS The labels routine can be found by clicking on REPORTS MAILING LABELS You have several printing choices including labels for every customer in your database selected labels for customers in a specific city or zip code and labels for those customers identified by using a FIND BY You can also use the label program to print postcards or envelopes When you make that
155. hat the labels have only a tiny amount of slack on each side Take the empty ribbon roll and place it on the FRONT roll spindle with the slotted end to the RIGHT Push the spindle ends firmly into the roll You may need to turn the roll to line up the slots properly Open and remove the tape from the ribbon without tearing off or ruining the tape The tape will be used to secure the ribbon on the empty spool Start the ribbon leader from the top of the role towards the back of the rollers and feed it behind and under the ribbon assembly It should appear ABOVE the label sensor Bring it up and around the metal edge and tape it evenly onto the empty roller It should appear flat and smooth on the bottom of the roller assembly Wind the ribbon onto the empty spool by turning the empty spool roller from the right end of the shaft near the spring Turn until the inked ribbon appears at the front of the assembly Firmly push down on the ribbon assembly where indicated by the two arrows until the assembly is locked into place Close the cover WITH THE POWER SWITCH OFF on the printer plug in the power supply cord and connect the printer cable to the computer The computer cable usually connects to the COM1 Serial port located below or next to the keyboard plug depending on your particular computer PROGRAMMING WHILE HOLDING THE GREEN BUTTON on the left side of the printer down turn on the power switch on the right side of the printer Afte
156. he FIND BY button Press the ENTER key TAB key or Click into another field when you do this the letters of the name will be copied into the LAST NAME field If the phone number or name is already in the system WinJewel will display the name and address of all the matches Click once on the correct entry and all the customer information will be automatically filled in Le WinJewel Version 6 05 Build A2g Current printer is 12 YY WinJewel Version 6 05 Build Alg Current printer is E E E E eS 4 5 t 2 3 7 Inven Cust Orders Service Appr Staff a AN O CS ee Any Je 123 Am 6810 54TH PLACE NE AnyTown Searching for last name matches MARYSVILLE WA 98270 STEVENS LARRY 6810 54TH PLACE NE MARYSWJLLE STEVENS JEWELERS 123 ANY ST SEATTLE If this is a new customer with no previously entered data fill in the rest of the information in each field The ENTER or the TAB key will move you from box to box w 3 1 4 Select a Salesperson With the cursor blinking in the SALESPERSON box select a salesperson There are two ways to select a salesperson s name e Click once on the small arrow to the right of the box to display the names Click one time on a name e Enter the sales person s unique code discussed in the chapter STAFF AND TIMECARDS and hit ENTER If entered correctly the full name will be displayed in the box This name will be printed on the Sales Slip given to the customer and also tracked for reporting
157. he printed order form If you want to change the ORDER DATE to something other than today s date you can do that also When everything is as you want hit END ORDER PRINT and the complete Order Form will be printed for mailing or Fax If the order is for a particular customer it is usually best to create a separate order do not combine with other items Enter the information about that customer To automatically fill in existing customer information enter the phone number last name or partial name in the CUSTOMERS PHONE box and click on the customer you want To fully track the item you can also fill in the CUST PRICE box This does not print on the Order Form With a particular customer order it is important to fill out the DUE DATE field When the item comes in call up the Order record and fill in the IN DATE box and then you can notify the customer The TO CUST DATE is the date that the merchandise is given to the retail customer Y 6 2 TRACKING ORDERS To see the list of orders outstanding for any given supplier bring up the ORDER screen select the supplier you want and hit SEE ALL ORDERS This will list by order number and total amount every order that is outstanding at this time To look at a particular order click on 1t and the information will be displayed on the screen If you want to find an order that was made for a particular customer select the BY CUSTOMER button and enter the customer s name Any outstanding orders will
158. his will limit any employee s ability to discount to this percentage above the cost of any item in this department LABEL FOR MULTI USE FIELD This label will be used for the Multi Use box when entering or seeing any item in this department on the inventory screen 22 Check Boxes TURN ON AUTO DISCOUNT This will cause all all items that are in this department to be discounted automatically when they are sold NORMALLY NOT TAXABLE By default all items are marked as normally taxable If this box is checked then items from this department will be marked as not taxable LAUNCH GIFT CERTIFICATES If you want to account for gift certificates it is best to establish one unique department for these certificates When you do this click on LAUNCH GIFT CERTIFICATE to tell WinJewel this department is for gift certificates Only one department can be designated for gift certificates REMOVE SALES TAX This is only used by retail stores that are near the border and need to remove the sales tax from sales when the paperwork has been sent back from the other country and just the tax then needs to be removed from a sale This department would then be used when removing sales tax USE LOOSE DIA LAYOUT This will change the inventory screen when any department with this box checked is used It will add the information that is expected for loose diamonds USE AS DEPT IF NONE GIVEN This will make this department be chosen when no department
159. hole numbers no decimals allowed so again you need to experiment If you have the settings to close together some printers will wrap the text to the next line If this happens increase the space between settings until the wrap stops happening If you are unable to get the vertical spacing exactly right for your printer you can turn on the MICRO ADJUST feature by clicking on that button The number that you enter after clicking on micro adjust will insert a very small amount one dot between each tag vertically The amount that is added is consistent for each printer but will vary from printer to printer It depends on the dots per inch that your printer supports When you are finished remember to click on SAVE EXIT Next proceed to the section below entitled Setting Tag Layouts Y 14 6 USING SPECIALIZED TAG PRINTERS If you have a dedicated printer that only handles price tags and will print bar codes you need to set it up in WinJewel by going to PRINTER SETTINGS and setting the inventory tag output to that particular type of printer The printers supported include ALLEGRO C ITOH DATAMAX ELTRON LPT 2022 2642 2722 2742 2844 LABELWRITER ZEBRA model 95 and flip flop Note Recently Zebra purchased Eltron so some printers may have both names and you will need to look at the specific model number to determine which option to select Once this printer is established WinJewel will automatically adjust the tag alignment to the defaul
160. hose that appear on the screen We hope this will help you find each item For example if the manual says Select REPORTS CUSTOMERS CUSTOMER LIST this means you need to make three separate selections First click on the REPORTS icon located at the top right hand side of the screen then click on the circle located next to CUSTOMERS which will display all of the options for that selection in the large white box and finally put the cursor on the fourth item down which says CUSTOMER LIST and click WinJewel also includes built in help throughout the system If you hold the cursor over any entry box or a gray selection button a brief explanation of that item will be displayed In addition when you are changing system settings or options WinJewel will give on screen explanations as to what the individual selections mean As an added protection the system will also display Are you sure and Do you want to messages whenever you may have forgotten to save entries or you are making a selection that is not the standard way of doing things This manual is also designed to be used along with the WinJewel Quick Start which describes a basic step by step implementation process that you can use in your store to get started You can find the Quick Start by selecting the HELP button located at the top right hand side of the screen Contents at a Glance e AA A ON 1 1 HARDWARE WINDOWS and WINJEWEL OVERVIEW
161. how to end entering inventory After you click the SAVE ITEM button from the previously entered item you have two choices enter the next item or stop entering inventory To enter the next item you must click on the NEXT button To see what items have already been entered during this session click on the LIST NEW button A list of items that have been entered on this invoice will appear Y 4 2 1 See From Orders If the SEE FROM ORDERS button appears items from an invoice have been transferred from received orders Click on the SEE FROM ORDERS button to enter those items into inventory See section 6 3 RECEIVING ORDERS See From Orders 422 Next When you click on the NEXT button located beside the SUPPLIER box The next available STOCK NUMBER will be filled in on the screen Fill in the information for this item follow the guidelines in the previous section Click on the SAVE ITEM button when finished 4 2 3 Rep Last The REP LAST for Repeat Last button is helpful for entering many similar items When you choose this every field from the last item entered will be filled in except the STOCK NUMBER You can change any box at this time by clicking that box and entering what you want When you are satisfied with all boxes remember to click the SAVE ITEM button OPTIONS If you have many items that are identical go to REPORTS INVENTORY REPORTS SET REPEAT LAST BUTTON TO ACCEPT A QUANTITY and you can enter the number of items an
162. ick Next 13 Select Do not share this printer Click next 14 Select No to the question Do you want to print a test page Click Next 15 Click Finish Add Printer Wizard Add Printer Wizard A diees is already irstaled for this printer You can use or replace the existing You must assign a name to this primer Use Existing Driver Q Name Your Printer d wer Zebra TLP2844 Type a name foe this printer Because some programe do rol support prirtel and server combinations ol more than 31 characters it is bast to keep the name as shat as Do you wanit to keap the existing diver or use the new one O Keep existing diver recommended Replace existing diver Do you wanit to use this printer as the defa printer OYes No Add Printer Wizard Add Printer Wizard Printer Sharing Pant Test Page You can share this printer with other network users To confirm that the printer is installed properly you can prev a test page f Hf you want to share Ihis printer pou must peovide a share name You can use the Do pou men lo print a test page suggested name o lype a new one The share name vel be visible lo other ratrak OY users O Yes Do not share this printer No O Share name Add Printer Wizard Completing the Add Printer Wizard You have successful completed the Add Printer Wizard You specilied the olkeeano printer settings Name Zebra TLP2844 Share name lt Not Shared Pout Us8001 Modet Zebra
163. ile to your computer without automatically initiating the UPDATE process This may be necessary 1f you have a dial up Internet connection that prevents you from downloading large files or 1f your version of WinJewel is 6 00 ala or older This option is available from the UPDATE link on the WinJewel website www WinJewel com You will required to enter your User Name and Password Your User Name is your store name and your password is your license number Both of these items can be viewed from SYSTEM ANALYSIS Spelling must be exact and is case sensitive If you need to get your updates this way call WinJewel support for assistance If you updated to the server each PC on the network will also have to be updated This is done automatically when WinJewel is started on each of these PC s A message will appear that says an update has been done and do you want to update Respond YES On older versions you will need to go to SYSTEM SETTINGS UPDATE WINJEWEL EXE FROM SERVER IF THIS IS A NETWORK and the update will be performed Y 15 4 CHANGING THE HEADINGS AND LABELS THAT YOU SEE ON EACH SCREEN WinJewel allows you to customize almost every screen in the program You can change the descriptions of the icons across the top of the screen by selecting REPORTS SYSTEM SETTINGS SET THE CAPTIONS FOR EACH ICON Just change the word to something that makes more sense to you remembering that space is limited and long words may have the ending characters
164. ill automatically be filled in Y 5 15 SHOWING PICTURES OF CUSTOMERS You can store and display digital pictures of your customers by going to REPORTS SYSTEM SETTINGS SET THE ABILITY TO SAVE AND SHOW CUSTOMERS PICTURES and turning that feature on You will now have an ADD PICTURE gray bar displayed on the CUSTOMER screen With the customer s record displayed simply click and add the picture by using the BROWSE feature to find the picture on your hard drive Now any time you display that customer record their picture will be displayed This picture will also show whenever this customer is entered on a SALES screen This is a good way to verify the identity of the purchaser Y 5 16 A WISH LIST GIFT OR BRIDAL REGISTRY You can store a gift registry for any customer by clicking on the GIFT REGISTRY button on the CUSTOMER screen Ifthe GIFT REGISTRY button is white then the customer currently on the screen has entries in the registry LARRY STEVENS Print ig i QUANTITY DESCRIPTION FILLED FILLED 11 2 02 1100 01111 MAN S AMETHYST RING 1450 00 f 8 Hg 10 ervice Invoices Supplier Checks 0001 2 960 00 895 00 PLEASERUSHTHISITEM __ weooIsers 12 1304 1213 04 1216 04 mime Sea gh order print 360 658 9875 rx dj STEVENS LARRY 6810 54TH PLACE NE MARYSVILLE wa 98270 E Customer Y 6 1 ENTERING ORDERS FOR SUPPLIERS To place an order with one of your suppliers click on the
165. ill help prevent accidental interruption of the SORT Go to REPORTS SORTS SET AUTOMATIC SORT TIME SET TO START AT time In order for the automatic sort to work the Microsoft Windows power saver modes sleep hibernate must be set so that the computer does not turn off Also no other automatic processes Windows update anti virus s w etc should be set to start during the same time period Y 15 3 DOING AN UPDATE OF WINJEWEL Updates to the WinJewel program are available to all customers who are current on their annual maintenance payments This is a simple process but a very important one WinJewel is improved constantly in response to customer calls and requests Updates provide you with the most current version of WinJewel You must have Internet connection to receive the updates WARNING All other processes must be stopped while WinJewel is UPDATING Do not attempt to perform any transactions or access any screen while the UPDATE is in progress WinJewel should be closed on all other network client machines to prevent accidental interruption of the UPDATE Click on UPDATE FROM WEB from the main screen of WinJewel This will automatically start the UPDATE process WARNING Updates are downloaded from the Internet Because it is possible to encounter an error during the download process it is important to always make a backup copy of the WinJewel folder before starting an UPDATE You have an option to copy the update f
166. illed in automatically when a Sales Slip is recorded for this envelope COST is for internal use only and will be encoded LOCATION is where the item will be placed You know how easy it can be to lose envelopes ESTIMATE will be filled in if you are not certain of what the service will cost PRICE is the quote you are giving to the customer SALES SLIP will be filled in later by the system The cursor will now be in the DECLARED VALUE box You can enter an amount here or leave it blank If you enter an amount it will be printed on the envelope You can also make a special note for this envelope by clicking on NOTE ON ENVELOPE and entering the message These notes can be viewed by clicking the SEE NOTE gray bar When you have completed all of the entries click on PRT SAVE and a copy of the information will be printed on standard blank paper If you need additional copies click on the NUMBER OF COPIES box and enter the number you want If you want to regularly print additional copies go to REPORTS ENVELOPE REPORTS SET DEFAULT NUMBER OF COPIES TO PRINT and this amount will become the default You can also print this information directly to an physical job envelope by using the setting PRINTER SETTINGS SET REPAIR ENVELOPES TO PRINT ON BLANK ENVELOPES If you want a special note to appear on the bottom of the Repair envelope this can be done by selecting REPORTS PRINTER SETTINGS SET NOTE FOR BOTTOM OF ENVELOPES You can also set WinJewel to
167. ine of the list Click this line to print the list This will walk you through a series of pop up windows You must choose to print a list or a series of pictures Then you must choose to use a new format or the last format selected The NEW format will open the following Y WinJewel Yen Which fields to include in this report window ERVER HP La Col Char Col Char vr 3 Supplier s Date Purchased 7 I 2 f5 Stock Number fg Invoice Number ce Supplier ra 3 io Description fi2 Gost 3 Multi Use 4 12 Retail la Center Stone s je Date Sold y ja Ct Total Wt E hi3 Customer or fa clarity le 7 Slp r No fi shape J 12 Sold Price W color fi Memo Item Hi EN cut grade Ea E Multiple Unit Item Af fa Reorder Number W Auto TT Je Grams fiz Adjusted Cost NGS 14KW j mm 2 o E A Seco elsa IED PRESIDENT 41823 fi Color fiz Total Cost Er mm la Department i hz Total Retail PCKET s Location Hi je From Envelope HINGE Show Cost In Print Orientation Font Size r Code Open Landscape Portrait 8 Sort by First Field Dutput to R Yes e No C Printer Screen File R Save Layout by Name Reload Layout by Name 100 00019 14KYG HHGD HOOP 24MM DIA DUST 100 00020 14KWG HIHGD HOOP 24MM DIA DUST Starting in the lower right corner you can select to print the list display it on screen or save it to file You can also select paper orientation and f
168. information directly onto an envelope To use this select PRINTER SETTINGS SET REPAIR ENVELOPES TO PRINT ON BLANK ENVELOPES You will be given a series of settings to choose this is another trial and error process including spacing on the envelope whether you want the envelopes printed in landscape or portrait mode and which tray the envelopes are in if your printer has multiple trays If you are using a single tray you can also select to pause between printing envelopes which allows time to assure the envelope is in the appropriate position for printing WinJewel also has programmed a special three across envelope that is made by Impact Specialties Inc This special paper stock has an actual envelope as one third of the page and two receipts All three pieces are printed with the same information When printed the item can be placed directly in the envelope side and the receipts separated with one given to the customer and the other retained for the store records Please contact WinJewel if you would like more information about this option Y 14 9 APPOINTMENT SCHEDULER The small gray button with the letter A that is near the HELP icon will launch the WinJewel Appointment Scheduler The purpose of the Scheduler is to have a way to keep track of either store wide appointments or appointments for a specific staff member When the A is clicked then you will be asked for a personal code or to enter XX If a code is entered tha
169. internet connection is not always on 2 Open the WinJewel proram 3 Click on the Update from Web link on the opening screen inJewel Version 6 06 Build A1z Current printer is 2000SERVER HP LaserJet 4100 PCL 6 E ALO I er 2 comme W ul 4 Inuea Cus Orders Sence Appr Sta Supper Checks Sellings Internet Connectians Pinter Settings Show Hint update from web Observalory me System Analysis manual rom web HelMeeting 4 You must accept the Agreement of Terms 5 Follow the on screen instructions 6 Re Open WinJewel 7 Click on the Sort button when you are prompted 8 If you have other computers on your network then restart WinJewel on each of the other computers WinJewel will give the message that The program on the Server does not match the program on this computer Do you want to update Answer YES to the question and WinJewel will copy the updated version to that computer from the server 16 w 2 1 5 Complete the Multi User Version Installation To complete the installation of the Multi User version you must have the Local Area Network LAN working in your store You must map network drives from each client to the server we suggest using drive letter W Appendix A includes a very basic process for setting up the required network You may need to get outside help to install the physical network These directions assume you have already installed the network hardware connected each computer to the n
170. ip Confirm payment options Slip prints Go to the INVENTORY screen Bring up the item number Enter the amount you paid for this item If no amount is recorded in this field various reports will provide incorrect totals such as gross profit Regular SALE WITH DISCOUNT Enter customer information Select salesperson Enter stock number Select payment type Click on End Line Tax or No Tax Click on DISCOUNT button Enter type and amount of discount Click POST Click on End Slip SALES NAL SALES SALES 1 2 3 4 SALES ANOVA ON SALES ONO PWN SALES 1 2 Remove ONE ITEM from a sale in progress Click on the item to be removed from the sales slip This pastes the item info in the fields above Delete the STOCK NUMBER DESCRIPTION and PRICE fields Click on End Line Tax or No Tax Answer YES to the message box DO YOU REALLY WANT THIS ITEM TO BE FOR NO PRICE This item is now removed Continue entering items or end slip VOID or PARK an unfinished slip If no items have been posted click on END SLIP or click the blue X below the red help diamond If items have been posted click the blue X below the red help diamond a To void the slip click the VOID button b To park the slip click the PARK button This slip will be saved on this computer only REVERSE a SALES slip Enter the customer information Select a Salesperson Click on the PREVIOUS button near the bo
171. ith a unique description such as Catalog 1 or something like that Use REPORTS INVENTORY REPORTS FIND INVENTORY BY NOTES with this special description to get a complete listing of these items Then return to the Inventory Screen and select SEE LAST FIND BY Click on the top line and you will be asked if you want to include pictures and how many you want to print on a single page This will print out a catalogue of all the selected items along with their pictures Y 4 11 BUILDING A MAP OF YOUR STORE LAYOUT Y 4 11 1 Discussion Keeping track of where your inventory items are located in the store can be very helpful With WinJewel you can build a map of the store showing each display case and assign a case number and name that can be attached to the inventory record by simply clicking on that case picture This can help you find individual items in the store track hot selling cases and do limited inventories by selected cases Y 4112 Things You Should Do or Know Before Getting Started IMPORTANT The size of the store image cannot be changed The original size is 406 pixels wide by 351 high pixels high If your store image does not open after editing it check the size under the Image menu then attributes Use the Help menu for detailed assistance using MS Paint The following is a quick guide to editing the store layout Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will let
172. ith the search results Additionally there is no limit to limiting a search For example to get a list of all items from one supplier that were sold on the previous Saturday with a retail price of more than 100 1 Click on the FIND BY button 2 Enter the supplier number in the supplier box 3 Enter 100 in the RETAIL box 4 Double click in the DATE SOLD box Click on last Saturday from the calendar that pops up 5 Click on the FIND BY button again 6 A pop up window will ask you if the RETAIL amount is more than less than equal to or between the value you entered If you choose between a new set of boxes will ask you for a low limit and high limit Another window will popup asking you to clarify you to clarify the date WinJewel will always ask you to clarify your date and amount values during a FIND BY search A list of all items in inventory that are exact matches to what you entered will appear in the large white box If you want to see one of the items just click on that item in the list Please note that doing a FIND BY will use an exact match of the word or number you entered so using the word Ruby as opposed to Rubies will give you a different list of items A better choice would be Rub OPTIONS Putting a in the CUSTOMER field will find all items that are on Layaway 9 44 4 Print the List To print a complete listing of all of the items on the list point and click on the first l
173. k on NEW LOCATION Enter the number of the location starting with case one and then the system will ask for a case name Click OK If modifying an existing case select the case from LOCATION NAME then click on EDIT LOCATION The following example illustrates how to change an existing location The hot spot for case number 3 is too small It will be enlarged Select the LOCATION WinJewel Location Map Front Door 3 Center Case z 3 Center Case Click OK to aa the number or change the number and click OK Location Number Location Name After clicking on OK then first click on the top left corner of the case then on the bottom right Center Case Click on the upper left corner of the new hot spot where you want it to be A red dot will indicate where you clicked If this is not where you want the upper left corner to be click again to simulate the lower right corner to finish the routine and start over d WinJewel Location Map Map Name Store y Print Map Edit Ma Location Name 3 Center Case EditLocation Location ___NewLocation Location Click on the lower right corner of the new hot spot where you want it to be The hot spot will Replace this map with one of your store _ Remove Location Location always be a rectangular shape Click on the location of this inventory piece End 5 If you want a printed copy click on PRINT MAP When you have done this for all of the
174. l suppliers have been entered and given a number you can choose whether to display them alphabetically or in number sequence by selecting that appropriate gray bar on the screen See chapter 11 for a more detailed overview of suppliers If you have inventory that you already own and do not have supplier information you can establish yourself as a supplier 23 Once an item is saved the supplier number cannot be changed from the inventory screen There is however a special Inventory Report that allows you to change part or all of a stock number on individual items Y 2 5 SET UP GENERAL LEDGER ACCOUNTS SET UP SUPPLIERS A 3 to 5 digit number must be assigned to each general ledger account The general ledger accounts should correspond to the ones you are currently using with your present accounting system You can see the sample list of general account numbers that is provided under REPORTS G L ACCOUNTS SHOW OR CHANGE EXISTING NAMES AND NUMBERS You can change these G L accounts by clicking on one of the entries and changing the fields The GL number can be any number up to 99999 CATEGORY is a unique set of three letters Providing a category description will result in getting a total for all of the general ledger accounts within that category For example if you create a category called CAS to total all of the separate cash general ledger accounts If you need more accounts than are available now click on G L ACCOUNTS again but this
175. l need to make some special settings One location will need to be designated as the Main Store where all of the functions of the program will be available The other locations will be referred to as Branch stores and they will only use the SALES CUSTOMER SERVICE STAFF and REPORTS portions of WinJewel First go to SYSTEM SETTINGS on the main store s Server PC and select the SET THIS STORE TO BE A MAIN STORE option In each branch location you will need to select SET THIS STORE TO BE A BRANCH STORE You then need to assign each store a store number from 1 to 99 The Main store will be store 0 These settings will enable WinJewel to keep track of items and manage the flow of data between your locations When defining deposit types for branch stores use a 1 or 2 as part of the name of the deposit type to denote which store the deposits are to be credited Example Main 1 Main 2 Main 3 Credit Card 1 Credit Card 2 etc Y 16 2 ASSIGNING SLIP ENVELOPE AND CUSTOMER NUMBERS TO EACH STORE You will need to establish a series of Sales Slip Customer and Envelope numbers unique to each branch store These numbers can only be set at the Main Store for each branch First you need to select SYSTEM SETTINGS SET THE SALESSLIP NUMBER RANGE FOR EACH BRANCH You will be asked for the branch number how many slip numbers to assign and the starting slip number for that store You will not specifically assign numbers to the Main Store s
176. ld will be automatically adjusted as inventory fluctuates MAP optional If selected the small field next to the MAP button displays the location of items in the store The MAP button opens a map of the store in a new window Use this map to keep track of the physical location of each item display case repair safe etc WinJewel allows you to map your entire store See 4 11 BUILDING A MAP OF YOUR STORE LAYOUT LIST NEW Any time you have an open invoice and are entering items you can click on the LIST NEW button and a list will be generated of every item entered on this invoice so far This can be very helpful if you get interrupted entering inventory and you forget which item you were last working on P 415 Save Item required Click on the SAVE ITEM button Remember if you don t click on this button your entries will not be saved After you click the SAVE ITEM button you have two choices e enter the next item or stop entering inventory If you have additional items to enter for this supplier please refer to the next section e stop entering inventory at this time click the END INVOICE button You can restart entering inventory on this same invoice at a later time Follow the instructions at the beginning of this section Y 4 2 MULTIPLE ITEMS FROM ONE SUPPLIER The previous section 4 1 ENTERING NEW INVENTORY discussed how to start entering inventory from a supplier This section will discuss how to continue entering inventory and
177. le Below that box is a picture of a dumbbell tag with the items positioned how they will print To change this delete the items on the picture of the tag and replace with what you want to print This part of WinJewel is case sensitive so be certain you use capital letters If you have a specialized tag printer and you select to print barcodes on your tags WinJewel will use the right hand portion of the tag for the barcode so you cannot use that area The barcode is also the Vendor 111 and the Stock 2222 so you do not need to repeat these on the left hand side of the tag Generally you will want the Description 3333333 to print across the middle of the tag so you get the most information printed that you can You can also establish a different tag layout for each department This allows you to print different things for diamonds than for clocks for example If selected for the tag the Cost of the item will be printed in code The default code in WinJewel is a very simple conversion A is 1 B is 2 etc If you want to change this code to something a little more complicated go to REPORTS SYSTEM SETTINGS CHANGE THE STORES COST CODE FOR INVENTORY Tags can also print the age of an item month and year it was placed in inventory by choosing the Age field This also prints in code with the default being a Jan b b and the year represented by a capital letter starting with A 91 B 92 etc You can change these year codes by going to INVEN
178. ll become a 2 You can establish a minimum payment amount by selecting REPORTS ACCOUNTS RECEIVABLE SET THE MINIMUM PAYMENT ON ALL CUSTOMERS This routine will run Agreed Payment through every customer record and the adjust the AGREED PAYMENT amount on the customer screen It is not the same as the MINIMUM FINANCE CHARGE This routine will recalculate each customer s account and will raise AGREED PAYMENTS accordingly This routine will not lower any AGREED PAYMENTS Once the interest is calculated you should determine how you want your statements to look The following selections are available under REPORTS ACCOUNTS RECEIVABLE SET MINIMUM PAYMENT TO SHOW or NOT show ON STATEMENTS SET STORE LOGO TO PRINT ON EACH STATEMENT SET STORE NAME AND ADDRESS TO PRINT ON EACH STATEMENT this will print the name and address instead of the logo You must first turn off logo printing SET NUMBER OF DAYS TO SHOW ON STATEMENTS this limits how much history will appear on the statement The default is all activity since credit was extended CHANGE THE WORDING OF AGREED PAYMENT ON STATEMENTS CHARGE ACCOUNT AGING REPORT Now you can print statements by going to REPORTS ACCOUNTS RECEIVABLE PRINT ALL STATEMENTS Be certain you have enough paper in your printer Sometimes you may need to create a single statement for just one customer To do this bring up the CUSTOMER screen and select the customer you want Click on the STATEMENT gray bar
179. ly one can be selected You should check INV CHANGE SEE Click on the SAVE CHANGE button The previous paragraph has set yourself up for full access to all the features available in WinJewel Refer to the chapter 9 STAFF AND TIMECARDS of this manual for detailed instructions 24 Y 2 7 SYSTEM AND PRINTER SETTINGS There are many system and printer settings but there are several you should set now prior to using WinJewel 1 Set the sales tax rate for your store location WinJewel will automatically compute sales tax on items Select REPORTS SYSTEM SETTINGS click on the second item SET TAX RATE and enter the sales tax rate in the format x xxx If you have no sales tax in your state enter 0 2 Set SALES SLIP printer settings Select REPORTS PRINTER SETTINGS for these next 4 printer settings a Chose to print or not print sales slips The first item listed SET SALES SLIPS TO PRINT NORMALLY has an gt next to it signifying that it is turned on This is the default setting If you do not want WinJewel to print the sales slips you may want to continue using manual sales slips for now and only enter the information into WinJewel at the end of the day click on the second item SET SALES SLIPS TO SAVE BUT NOT PRINT and it will now have the gt b Choose the quantity of sales slips you want to print Click on SET DEFAULT NUMBER OF COPIES OF SALES SLIPS TO PRINT the third line down and set how many copies you wa
180. m for production As often as you want you can select MAKE TRAINING PROGRAM again and all of these real system changes you made will be copied to the training system When you are ready for your first go live day you should delete the training program folder Use Windows Explorer or My Computer on your desktop to delete the entire folder entitled CAWJTraining Y 2 9 SET SCREEN APPEARANCE Resolution is the size of the screen picture A higher resolution is a smaller picture but will show more WinJewel recommends 1024x768 This is done in Windows not WinJewel To set the screen resolution 1 Right click on the desktop 2 Left click on Properties 3 Left click on Settings a Move the Screen Resolution scroll bar to the desired resolution WinJewel also recommends that you set your taskbar to not be Always on Top To change the task bar settings 1 Right click on the Start button 2 Left click on Properties 3 Left click on the Taskbar tab near the top of the properties window 4 Uncheck the Keep the Taskbar on top of other windows option a WinJewel recommends uncheck all 5 Taskbar Appearance checkboxes 5 Click OK 26 Y 2 10 GETTING SPECIAL ASSISTANCE A NOTE OF CAUTION There are many special settings in WinJewel that are not specifically referenced in this manual Do not select any of these items without first discussing this with WinJewel Customer Support You can try these setti
181. me and phone to print Search System Settings rently selected printer s available fonts printer TLP2642 of Printer Settings See List of System Settings i End WinJewel Settings Y 7 SERVICE ENVELOPES amp WinJewel Version 6 06 Build A1z Current printer is 2O00SERVER HP LaserJet 4100 PCL 6 f 360 658 9875 FAX STEVENS LARRY Address Add Part Add Labo 6810 54TH PLACE NE Conos BH INES Email Print Pic City State Zip Cust 3 MARYSVILLE WA 98270 Department Salesperson REPAIR WATCHES y BOB BULLOCK y No Notes _See Envelopes Envelope Number Build I Item Instructions Assigned to 1112 CITIZEN WATCH REPLACE CRYSTAL El B Date In Date Due Date Finished Date Uut Cost Envelopes for this customer 12 13 04 12 15 04 1112 CITIZEN WATCH Cocoon Estimate Ence 3 Slip 1113 14 ROPE CHAIN 35 00 Time Map Decla Move to old file Erase Clear See Old Cond SERVICE Print Save Save Note on Envelope See Last Findby Y 7 1 PREPARING A SERVICE ENVELOPE To prepare a service envelope click on the SERVICE icon You can bring up the customer by entering the phone number name or partial name in the PHONE box If this is a new customer fill out the fields and they will be added to the customer file Then enter the DEPARTMENT and SALESPERSON for this transaction The cursor is now in the ENVELOPE NUMBER b
182. missions Win Jewel Version 6 04 Build A2p Current printer is W2000SERVER Change MV Customer Balances SS Special Penmisaon E Irw Change 5ee M Record Nakane DJ Inventory See aes NEAR Inv Change See w eta E truinn Nome Address Cust O Suppers de q Te Huihp dx e z and calc Service Slate Appr Hemowe tiem Staff Remove Item F or discount is Himn Phan 38 Invoices F Craso Sale _ is V Erase Sale E Dont use thie name in cabos Eloisa mes dl di por colima aama 1 Use this name it no name quen Use this name in envelope assigned to bal Suppliers Checks Budgets ii When you click on the Reports checkbox a list of reports will open Click on Click on this line to allow full category access 2 from the bottom This will change each entry to Yes except Daily Report Only Leave this alone you have access to all Sales Reports dA WinJewel Version 6 05 Build A1i Current printer is 2OOOSERVER HP LaserJet 4100 PCL 6 5 l 10 Cust Orders Service Appr AA Save Change Choose which reports to give this staff member access G L accounts Ni Invoices Supplier Checks Sales O Inventory See Inv Change See Special Permissions Customer Reports NO Change Cust Departments NO M Customer Orders Deposits NO Balances Service Dialer Settings NO Appr Due Reports NO Staff End of Month NO Unlock p Envelope Repo
183. mputer If you are using the WinJewel driver for your tag printer you do not need to take any further action If you are using another driver for your tag printer Seagull you must install a font into Microsoft Windows Fonts DOWNLOAD AND INSTALL BARCODE FONTS 1 2 3 2S A 10 11 12 13 14 15 16 Go to the WinJewel website Click on the Customize button Find the WJInterleaved 2 of 5 font New Version and WinJewel Interleaved 2 of 5 font link Scroll down approximately halfway Right click on these links A submenu opens Click on Save As A Save As window opens Select the WinJewel folder in the Save in box near the top of the screen Click on Save You may get a message This file already exists Do you want to overwrite Click Yes When this file has completed downloading open Control Panel Double click on Fonts Click on the file menu Click on Install New Font Highlight the WinJewel folder in the Folders box Interleaved 20f5 True Type and WJInterleaved 2 of 5 true type will appear in the List of fonts box Hold down the control key and click on each one time to highlight them Click on OK WJInterleaved and Interleaved 20f5 are now installed Y 18 2 DIRECTIONS FOR SETTING UP A SYMBOL LS 2106 BARCODE SCANNER Connections scanner reference guide page 1 4 using the Keyboard Wedge Unpack all of the items in the scanner package With the co
184. mputer OFF plug in the telephone type connector into the bottom of the scanner Unplug the Keyboard connector from the computer Plug the appropriate end of the split connector into the computer where the keyboard was Plug the other end onto the end of the keyboard cable The plugs are different and cannot be plugged into the wrong place The scanner must now be programmed by scanning in 5 scanner codes from the scanner reference guide or from the codes shown below If you use the bar codes below hold the scanner about 12 18 from the paper since the barcodes are so large During normal scanning of tags this won t be necessary These are the barcodes that need to be scanned from your Symbol users manual The pages are approximate 1 On page 4 7 scan the item labeled SET ALL DEFAULTS You should hear two sets of two tones 2 On page 4 35 scan the item labeled ENABLE INTERLEAVED 2 OF 5 You should hear two sets of two tones 3 On page 4 36 scan the item labeled I 2 OF 5 ONE DISCRETE LENGTH You should hear one set of two tones 4 On page 4 57 scan the item labeled 0 You should hear one set of two tones 5 On page 4 58 scan the item labeled 8 You should hear two sets of two tones Y our scanner should now be fully operational SYMBOL 2200 2208 IBM PC AT amp IBM PC Compatibles North American DU Enable Interleaved 2 of 5 2 of 5 One Discrete Length 0 8
185. multi user version of WinJewel on more than one PC within the store you will need to have a working network system to connect your computers together Appendix A includes a very basic process for mapping a network drive It is beyond the scope of this manual to discuss all of the possible computer networks If you need help please consult a local computer expert or call us and we will try to advise you Once you have a properly working Local Area Network LAN then the multi user version of WinJewel will be able to handle all of the file sharing file locking and record locking that is necessary to prevent two people from trying to update the same file In most cases the built in network capabilities of the Windows operating system are adequate without any other software being necessary However you will need cabling and a network card installed on each computer 8 If you are running the multi store version of WinJewel more than one location you will need a phone line connected to at least one computer in each store and we strongly recommend a DSL internet connection 9 All WinJewel installations must have internet access so you can visit our website to download the latest version of WinJewel You should click on the selection update from web on the Main Menu screen of WinJewel Y 1 2 WORKING WITH MICROSOFT WINDOWS WinJewel is written as a subset of Microsoft Windows and the program uses all of the functionality of Windows You c
186. n connect them to the supplier record Y 11 2 SUPPLIER LETTER OR LABELS To send a letter to a supplier go to the SUPPLIER screen and click on SEND LETTER You can then type the body of a letter and a closing The heading date name and address will all be printed automatically so you do not have to enter them You can also PRINT LABELS FOR SELECTED SUPPLIERS or PRINT MULTIPLE LABELS FOR ONE SUPPLIER by making those selections under REPORTS SUPPLIERS REPORTS Y 11 3 SUPPLIER REPORTS From REPORTS SUPPLIERS REPORTS you can get the following SUPPLIER LIST BY ALPHA SUPPLIER LIST BY NUMBER SALES BY SUPPLIER IN A TIME PERIOD SUPPLIER LIST WITH ADDRESS PHONE CONTACT amp ACCT Y 11 4 BUYING GROUPS If you belong to one or two buying groups that require you to pay your invoices to the buying group you can still mark the suppliers that are to be paid First define the name and address of each buying group by going to REPORTS SUPPLIERS REPORTS SET NAME AND ADDRESS TO PAY ASTERISK INVOICES or DOUBLE ASTERISK INVOICES Now mark each supplier that belongs to a group by adding either a single or a double at the end of the name that you entered for that supplier When you pay invoices for any supplier with a single or double at the end of their name the computer will substitute the name and address of the buying group for the suppliers name and address when it prints a check Y 11 5 ADJUSTING PRICES FOR A SU
187. nJewel provides this capability This can be particularly helpful if you have referral arrangements with other retailers such as hotels cruise ships or other unique situations A special field will be added to the Sales screen and the Customer screen and detailed reports of sales by these special categories for a given time period can be generated To activate this feature go to SYSTEM SETTINGS ACTIVATE OR EDIT THE SPECIAL LIST ON SALES SCREEN You will be asked for a name to appear for this field on the Sales screen and to provide individual selections to be displayed in the drop down menu WinJewel will also ask for a unique number for each item but this field is only used internally by the program Once set this new field will be displayed just below the LAST NAME on the Sales screen As required go to REPORTS SALES REPORTS SALES REPORT BY TIME PERIOD BY SPECIAL FIELD and enter the starting and ending date and WinJewel will prepare a detailed list of all transactions and a total for each category Y 3 24 USING A SECOND PRICE ON SALES SCREEN WinJewel allows you to set the Sales Screen to provide the option to select from two retail prices This is often used with wholesale or special customers where you will sell the item at a different price To use this option you must first turn on a second price field on the Inventory Screen by selecting SYSTEM SETTINGS ALLOW FOR SECOND RETAIL PRICE ON INVENTORY Now when you go to the Inventory reco
188. nd by list Click on REPORTS MAILING LABELS Click on LABELS BY FIND BY LIST Select Print or File MAILING LABELS SEE a list of customers before printing MAILING LABELS Customer Screen Click on the Find By button Enter search criteria For designated amount click on Click here to find by profile Click on the End Find By button The top of the list shows the quantity of results Click on REPORTS MAILING LABELS Click on LABELS BY FIND BY LIST Select Print or File Y Appendix D Firewalls ONDIN How Do I Turn on the Firewall in Windows XP WinJewel strongly recommends that you have a firewall installed and working on your computer Windows XP comes with it s own firewall You do not need to purchase an additional firewall but if you do you should turn the Windows firewall off If you re using Windows XP SP2 the firewall is typically turned on by default Some computer manufacturers and network administrators might choose to turn it off You can confirm its status by opening Windows Security Center 1 Click Start click Control Panel and then click Security Center If the firewall is turned off click Recommendations 3 Click Enable Now in the window that recommends you turn on the firewall A second window will open confirming that the firewall is now active Windows detects that your computer is not currently protected by a firewal Click Recommendations to learn how to fix this problem tow does a firew
189. ne time Whenever you enter a new item into stock or change an existing item s information the system stores the tag information for printing Before you print any tags refer to Printing and Aligning Price Tags portion of the Printing Reports and Tags section of this manual When your printer and tag options are finalized you can print the tags by selecting REPORTS INVENTORY REPORTS TAGS ADD REMOVE OR PRINT PRICE TAG LIST The list of tags waiting to print are listed in the long white box If you want to add tags to this list enter the SUPPLIER and STOCK NUMBER and click on the ADD ONE button ADD MULTIPLE lets you generate several tags with the same number To remove a tag from the list click on REMOVE ONE and then select the tag you want to remove TAG ALL will create a tag for every unsold inventory item in the store It is used when you want to re tag the entire store If you select DEPARTMENT SUPPLIER or LOCATION WinJewel will generate tags for every item listed under that category EMPTY will erase all of the tags in this file Y 4 14 SPECIAL INFORMATION ON PRICE TAGS TAG LAYOUT To change which information is printed on price tags select REPORTS INVENTORY REPORTS TAGS SET LAYOUT OF TAGS DEFAULT amp EACH DEPARTMENT This is also accessible from TAGS SET ALIGNMENT ON PRICE TAGS and then click on CHANGE ORDER The large white box lists all of the options you have to print on the tags and the number of positions availab
190. nect the printer cable to the computer The computer cable usually connects to the COM1 Serial port located below or next to the keyboard plug depending on your particular computer PROGRAMMING WHILE HOLDING THE GREEN BUTTON on the left side of the printer down turn on the power switch on the right side of the printer After the diode by the left button blinks RED release the button The printer will move the labels around for a minute finally printing a long string of labels then stopping AFTER IT STOPS you must push the green button ONCE This completes the automatic programming NOTE Programming must be done WHENEVER power to the printer is restored WINJEWEL SETUP Start WinJewel Select PRINTER SETTINGS SET SPECIAL ELTRON PRINTER TLP2642 Click YES to use Eltron Set the left right to 490 set up down to 0 zero Set line 1 to 210 and 0 Set line 2 to 210 and 25 Set line 3 to 210 and 50 Set printing darkness to 7 or less Click on go to dumbbell style tags in the upper left corner Repeat the above settings Click on save changes Click on com1 port 9 pin connector or as appropriate for your computer Click on ok click yes to show barcodes and click ok Click end WinJewel settings And click ok to restart The printer is now ready PLEASE NOTE The Eltron printer as shipped from the factory DOES NOT come with labels If you have ordered a prin
191. ng layouts before changing your settings Y 14 1 PRINTER SET UP This section describes the set up of a general purpose printer and or receipt printer Dedicated price tag printers are discussed in section 14 6 USING SPECIALIZED TAG PRINTERS and chapter 18 PRINTER AND SCANNER SETUP The WinJewel Program can be set to work with two different types of printers Windows compatible or non graphic printers Click on REPORTS PRINTER SETTINGS and you can select from two general types of printers WINDOWS COMPATIBLE PRINTER NON GRAPHICS STYLE PRINTER This selection in WinJewel does not replace the specific printer driver that has been entered in Windows driver means software that runs the printer or other hardware It simply establishes a style of output that the program will use The printer driver for your printer should be supplied by the manufacturer The driver you use must be the one that matches the version of Windows you are using This is very important and if you upgrade Windows like from 98 to 2000 you will also need to upgrade your printer driver This can be done by going to the printer manufacturer s Web site and downloading the latest driver for your model of printer and version of Windows You also will need to select the printer WinJewel will print to Click on the small red button with a P on the WinJewel screen located just below HELP Do you want to print what is on the Screen or Choose which p
192. ngs out in a Training Copy yourself but make sure you understand what a setting does before making changes in your real WinJewel program As part of your annual maintenance fee you have access to WinJewel s staff for assistance There are 3 ways to ask questions Additionally answers to many questions are available in the HOW DO I list of the HELP screen to see if the question is already answered there 1 Call direct to WinJewel s office at 360 658 9875 Our normal office hours are Monday Friday 7 A M to 5 P M Pacific Time Someone is usually available to answer calls outside of the normal office hours 24 hours day 7 days week If you get a recording please leave a message and we will get back to you as soon as we can 2 Email your question to support winjewel com We will respond to all e mails within 24 hours with a detailed answer 3 Fax your question to WinJewel 360 651 8716 27 Y 3 SALES WinJewel Version 6 04 Build A3f Current printer is 2ZOO0SERVER HP LaserJet 4100 PCL 6 des E p Sales es E ac a g em 8 El 10 11 12 v ip Invoices Supplier Checks Budgets Reports pm 7 isin Description 100 01111 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIA BB GEN 895 00 64 89 Total 895 00 64 89 Y 3 1 HOW TO WRITE UP A SALES SLIP _ 3 1 1 Discussion Completing a basic sales transaction in WinJewel is simple and straight forward More complicated sales transactions may require a littl
193. nononncnnnnnnnnononcno nora nnanannonons ei Sih is han Gas 53 Note on Sales Slip iieeeeesesreereersessrsrsrsssssas ATA m di s ATA 53 a Bac AN A e te da A le 53 Reporte Dat it AAA A Bess nets 53 A RE ROA 202 O TO Appraisal Main Store Maintenance and Backup BACK Up Dalas da see tree scsi a et A os BD dene teen a ce dR nea ee e le Ae reat O A E aes Special MO AAA REO ERE RNA 161 IAE A NN 8am A Gi a A aise 6 License 15 16 17 33 160 161 199 Manual froin Web ii e AE A 6 NetMeeting 162 Observatory Timers ii a A A ea eine eel A iia 6 Printer Settings 13 25 33 96 115 135 140 146 147 148 149 150 152 161 179 182 189 196 Show Hinia A E CR RA Al oca 6 NAS RON NO 15 160 16 System Settings 8 13 14 25 26 29 33 42 43 53 63 64 65 66 67 71 82 89 90 91 93 94 96 98 99 106 108 112 129 134 139 160 161 162 163 165 199 204 Update from Web cass adnanccachiatton a neta ase es don ns baat te Peace a a R a E N i 160 16 WWW ELM A A A E A N 6 A RN RNA 159 RN NON 83 197 Monthly Icom dx a 144 Months No A cd 126 MI a caca 164 Multiple Stores ic cs cccigs coated EA EA ogee GE SIRHH EERE SO Gas N a eas REE Ais these sel 163 Eile Trans forsna OH On TC Ee N 163 Moving Inventory form one store to the other O NON 8 15 17 18 21 79 107 159 160 161 164 193 197 198 207 46 47 62 63 65
194. nt to change click and make the correction and then hit ENTER If this was an amount field click on RE DO MATH and the totals will be recomputed To mark a check as having cleared the bank click on the cell for that item under the ST for status column and a w symbol should appear To remove it click again It is important to remember that the starting balance of the next month s checkbook is only brought forward when you look at the checkbook If you enter a check in an older month but don t look at the check book the balance forward on the next month s check book will not reflect the change until you look at the checkbook for the month that the check was written You can also RECONCILE your checkbook by clicking that selection and entering information from the bank statement WinJewel acts as a reconcilement system helping you track items refigure balances enter interest and service charges and balance your account The SORT selection allows you to sort the checkbook by check number date supplier or account You can review previous month s checkbook entries by selecting the PREV MONTH button The checkbook can also be printed Sometimes you will want to issue a check even if there is not an invoice in the file To do this go to the CHECKS screen and select a supplier or use the Temporary selection and then click on the QUICK CHECK gray bar A picture of a check will appear and you can fill in the Amount Invoice or Reference number
195. nt to print as the default You might consider setting this at 2 one for the customer and one for your store records c Set the marketing message that prints on each slip Click on SET THE NOTE TO BE MADE ON EACH SALES SLIP If you do not want any message just enter a couple of blank spaces d Establish what type of printer you are using The default is WINDOWS COMPATIBLE and this is normally what you should select You must have at least one Windows printer installed for WinJewel to use i If you are using a Windows compatible ink jet printer you are done with printer set up ii If you are using a Non graphics text type impact printer Click on SET ALL PRINT OUTPUT TO PRINT NON GRAPHICS STYLE 1 Setting this item does not replace the printer driver used by Windows it simply lets WinJewel use the clearest style of output for your type of printer Y 2 8 SETTING UP A TRAINING PROGRAM v_28 1 Discussion It is important for you and your staff to spend time entering items and to become comfortable with the various components of the program before they use it in a live environment WinJewel allows you to set up a special training program for just this purpose The training program is a special copy of the WinJewel program with a copy of the current data The training program can be created deleted and used regularly to make trail runs of new print and system settings Make certain you have enough free disk space on your ha
196. ntered in the system For each denomination of currency simply count the number of bills or coins and enter in the appropriate box The program will do the math automatically and give you a grand total When everything is entered click PRINT and a report listing all the items will be created that you can attach to the deposit slip Y 13 GENERAL LEDGER and BUDGETING Y 13 1 SETTING UP THE GENERAL LEDGER You should set up the general ledger in WinJewel to be consistent with the one you have been using in your store To edit the list of general ledger accounts provided go to REPORTS G L ACCOUNTS SHOW OR CHANGE EXISTING ACCOUNT NAMES AND NUMBERS To make changes click on an account and a screen will display all of the components of that account You can change the account number to be any five digits you can use a decimal point if you want and give the account any ACCOUNT NAME you want CATEGORY defines the sub totaling options of the system The sample list of categories can be seen by clicking on the small arrow to the right of the CATEGORY box If you want to create a new category such as a sub total of all of the cash accounts you first create a new category called Cash Click on the bar EDIT CATEGORIES LIST and a new screen will appear Type the category name remembering that the first three letters of all names must be unique Now you must select under which of the fixed General Ledger Titles this category belongs These General Ledger
197. ntering for this invoice then click END You will be prompted to print the invoice You will then be prompted to add the invoice to Accounts Payable INVENTORY TAKE Full Inventory SANAR Go to the INVENTORY screen Click on TAKE INVENTORY Choose FULL INV Set a code to represent this taking of inventory Enter stock numbers by keyboard or scanner Click STOP TAKING INVENTORY Click on REPORTS Click on AFTER TAKING INVENTORY LONG REPORT Click on AFTER TAKING INVENTORY SHORT REPORT INVENTORY TAKE One Case Department or Supplier 1 ONO WN Go to the INVENTORY screen Click on TAKE INVENTORY Choose desired type You will be taken to the QUICK INVENTORY screen The items that should be in this criteria will be displayed Enter the item numbers or scan the barcodes Each item will turn green Any item that is scanned that it not marked in this criteria will be added in red When you are done scanning all items All items should be green with no red and no black INVENTORY FIND PRINT Inventory OARWNS Click on FIND BY button Enter search criteria Click on END FIND BY button Click on Click this line to print this list Click on LIST Click on NEW 7 8 9 Select fields to print Click Print in lower right hand corner Click END INVENTORY Add an IMAGE to an item 1 DOON Bring up Inventory Item Click on IMAGE button Click on BROWSE button Select the image saved from yo
198. nyTown CA 90001 Find By MARYSVILLE wa 98270 i Date 10 27 04 10 27 04 10 27 04 10 27 04 10 27 04 Type Stock Description Who a Slip LAYAWAY Layaway Pmt On 267 BB a 68 Coste z End Line HoTax LAYAWAY Layaway Pmt On 220000016 BB amp v START 200 00016 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 BB LAY Y CT DIAMONDS IN A BASKET WEAVE SHANK End Slip Discount V_ 3 14 8 Erase a Layaway Erasing a layaway will return the item to inventory and will adjust customer balances When erasing a layaway all payments must be erased along with the original Start Layaway slip The original Start Layaway slip should be erased last 1 2 3 Mi ae Enter the customer information Select a salesperson Click on the Previous button at the bottom of the sales screen a All previous slips for this customer will appear on the sales screen b The Previous button changes to This Slip i Clicking on This Slip will allow you to continue the sale Right click on the line that is part of the slip that you want to erase A message box appears asking you for your personal identification code Enter your personal password a Ifyou have not been given permission to do this process you will be told so and will return to the previous screen A message box will appear warning you that the you are about to erase a sales slip Click OK Right click on the line that is par
199. o remove all marks drawn during this session of the mapping process If you do not have a color printer then the diagram will not print in color and we suggest that you use the black color for all drawing The PRINT button will print a Diamond Grading Report The SAVE button will save a copy of this report which can be reloaded at a later time by clicking on RELOAD OLD REPORT on the first screen of the Diamond Grading Report routine The BACK button will take you to the first screen of the Diamond Grading Report routine The CLOSE button will close the Diamond Grading Report routine Y 9 STAFF TIMECARDS _JWinJewel Version 6 04 Build A2p Current printer is W2000SERVERMH DAR fiw MSIE i oe ao 2 3 2 EJ 10 11 12 Sales Inven Cust Orders Service Appr Supplier Checks Budgets Reports E Which Screens Protected S t aff on MITE Staff Members BB BOB BULLICK Special Codes ss SALLY SANDERS Change Customer Balances SULLI Unlock Record SULLIV To change an entry just point to See cost a position on the on repairs list and click and calc SULLIV Remove Item or discount SULLIV Exchange Require Code Rates to Start Program Time Cards Y 9 1 ENTERING STAFF Y 91 1 Description The STAFF selection gives you access to WinJewel s employee and security system From the STAFF screen you can edit passwords set security settings manage timecards and create work schedules Staff members are listed on the
200. o you should leave enough numbers for them usually at the beginning Next go to SYSTEM SETTINGS ASSIGN NUMBERS FOR BRANCH STORES and do the same thing for Customer numbers Envelope numbers and Note numbers customer notes These numbers are only used internally by WinJewel but they still need to be set so the program can track entries Y 16 3 BRANCH STORE FILE TRANSFERRING WinJewel uses the Internet to update branch store operations from and to the main store These transfers are handled automatically and will eliminate long distance charges if you have local Internet service You will need the Internet Transfer Module from the WinJewel Company This module takes advantage of the Internet to keep each store s records updated at any interval that you choose The user can set the intervals from 1 to 1440 minutes 1440 is the number of minutes in a 24 hour day If the other store is not available because the phone line or other Internet connection line is out then the information is stored and re sent when the other store is back on line The Internet Transfer Module is supplied when you buy the Multi user version of WinJewel This module must run in the background on one computer in each store on a computer that has access to the Internet It can be minimized and still work correctly The transfer process does not effect other operations on this computer and other computers on the local network which is on a separate Thread of the opera
201. ocated at the top of the INVENTORY screen as items are entered this is how WinJewel checks off items found in the store To leave the inventory taking routine click on STOP TAKING INVENTORY Y 4154 Reports After Taking Inventory When the inventory is complete go to INVENTORY REPORTS LIST OF INVENTORY BY LAST IN STOCK A complete list of all items from the inventory including the number of multi unit items found will be identified There are two types of exceptions for inventory reporting e AFTER TAKING INVENTORY SHORT LIST items not found e AFTER TAKING INVENTORY LONG LIST items found that WinJewel shows as not in stock Each of the items found on these exception reports should be researched and the WinJewel inventory record should be corrected Y 4 16 DOING A QUICK INVENTORY BY CASE Sometimes it is convenient to do a quick inventory of a particular display case To do this select REPORTS INVENTORY REPORTS QUICK INVENTORY OF ONE CASE map location must be set up to do this See section 4 11 BUILDING A MAP OF YOUR STORE LAYOUT Enter the case number and then manually enter each stock number or scan all the tags with a tag reader All matches will be displayed green and anything not found will remain in black You will also be notified of any items that are not supposed to be in this case by displaying them in red in a separate box You can print lists showing the LONG for extra items SHORT for missing items and CASE f
202. oint to See cost a position on the on repairs list and click and calc SULLI Remove Item or discount SULLIV Which Screens Protected Require Code to Start Program Time Cards a Enter two letters for example your initials as a user ID This is NOT your password Click OK g r gt Staff 7 E 2 3 a gt E um 10 11 12 Orders Supplier Checks Budgets Reports 2 3 Sales Inven Service Appr Schedule Add One Remove One Which Screens Protected Staff Current Staff Members E BB BOB BULLICK Special Codes ss SALLY SANDERS Change Customer Balances WinJewel SULLIV Unlock Please enter the one or two letter or Record number abbreviation for this staff SULLIV To change an member entry just point to See cost a position on the on repairs list and click and calc SULLIV Remove Item or discount SULLIV Exchange Require Code Rates to Start Program Time Cards b The Staff member profile page opens c Give yourself permission to the Special Permissions by clicking in each checkbox next to Change Customer Balances Unlock Record See Cost on Repairs and Calc Remove Item or Discount Erase Sale d Check each WinJewel screen checkbox 1 Inventory See and Inv Change See are options You may only check one of these Because you are giving yourself full access click on Inv Change See Special Per
203. omer to Another 2 117 Reports Finished but not Pald oooncinnininninnnnnnnnnnncnnonccncoso 116 Reports Not Picked Up 17 Reports Paid but no Date Out 17 Reports Past Due eeeeeeeees 116 Reports Picked Up iseseeerernereesserssessess roby Reports Reset Highest Envelope Number Used comic Seucudesastguensigeeaehobeucedaunbadusuedtensss Urvcudesavapesyurs E a i 17 Sales lib zeke ce ee tdo a 15 117 Traickmg A ctivity on SErvico ENVELOPES seccatid tii ER 16 Preparing Service Envelopes assa ie A A A cabana a ctas 114 Repalr Envelopes iia dd ates Asean eds 33 Shop Lista dial 114 116 O O NS 16 21 Multi Usera O RA RR RN has 17 Store II a edite 21 SUP 2d orar dde 23 24 System and SSA 25 29 31 System anid Printer Setting Seer A a SIde STONES A RO NS Se Sold Brico ada a dd e edo ed A E o e e A O Ss fas chate aoe Mat teat Sort Everything Now Special Assistance a e ate ll ao dle tee te a a ates Split Payments ic ed uo EE tte duo de aa o tl A ae ee td te Staff amp Timecards Change Password CIO LEa aos A E GH d ASF E E O os 131 Employee Work Schedules srira paria A ri Wrens antes 130 Entrado A A A iia its 122 Exchange Rates io A iia 132 Foreigh Currency Rates cda ais 132 UA NR ONE OO OA CAUSA A A O O E E O A O Os 132 Pay Perdi A A A ais Closing amp Correcting ONO OA RN ANN ANNAN 129 Primary Currency td is 132 Punching In and Out using the Timecard Feat
204. on you do not wish to print a check for this entry click on the box labeled POST ONLY The entry will be made in the checkbook but no check will be printed Y 12 3 ENTERING DEPOSITS To record a deposit from the CHECKS screen click on ENTER DEPOSIT gray bar Today s date will be entered in the date field but this can be changed if you want Click on the type of deposit you are making and enter the amount you can change the deposit types listed by using the NEW and REMOVE DEPOSIT TYPE buttons The total will be displayed at the bottom An entry for each deposit type entered will be made in the Checkbook If you need to make a change just click on that item again and make the change and that new entry will be recorded in the checkbook for the date and listed on the Daily Sales Report You can also enter a deposit by clicking on REPORTS DEPOSITS PAID OUTS POST DEPOSIT TO CHECK BOOK AND DAILY SALES REPORT This will bring up the same deposit screen but if you are using multiple checkbooks you will need to select the correct one The WinJewel program can handle any number of deposits for one day Just put the same date in for that deposit and it will show on that day s Daily Sales Report Y 12 4 USING THE CHECKBOOK To view the checkbook click on the SEE CHECKBOOK gray bar You have several options If you find an error in the checkbook you can change it just like using an eraser or whiteout in your manual checkbook Point to the cell you wa
205. on about a particular item in your inventory Besides being the one place that inventory can be entered it provides a large variety of ways to sort and view information about the inventory already entered One of the key features on the inventory screen that helps you manage your inventory is the FIND BY button FIND BY lets you find items by any criteria for example e all unsold items by a particular supplier e all items purchased by a particular customer e all items recorded during the last inventory taking inventory e all items in a particular display case Additionally the lists that are generated during a FIND BY can be printed displayed on the screen saved to a file or used in conjunction with functions on the INVENTORY REPORTS screen in REPORTS You can also choose what information you want printed from these lists A detailed discussion of the FIND BY function is located in section 4 4 FINDING AN INVENTORY ITEM V 4 1 2 Things you Should Do or Know Before Starting WinJewel assigns an item number the second part of the stock number to each item as it is entered Never enter your own number into either SUPPLIER or STOCK NUMBER fields when you are entering inventory If you have your own stock number system you should enter this into the MULTI USE field If the stock number sequence must be changed for example after changing departments go to REPORTS SUPPLIER REPORTS SET HIGHEST NUMBER USED There must always be at least one
206. ont size In the lower left corner you can sort it by the first field You can also select to show the cost code or the cost dollar amount Along the very bottom of the screen you can save your layout or reload a previously saved layout To select what inventory information to Which fields to ind include in this printout enter change or delete the number in the Col box For example to omit the supplier number delete gt 5 Stock Number the number 1 in the upper left corner as eed shown in this image fa ho P Which fields to i Col Char After deleting the number from this box press the TAB or ENTER key on the keyboard or use the mouse and click into fa Supplier another Col field The numbers in the I 5 Stock Number other Col fields will automatically adjust 2 fio Description When you are done making your choices click on the OK button Your list will either print display on the screen or save to file SEE LAST FINDBY Once you have completed a FIND BY WinJewel will store the results and you can easily get back to them by selecting the SEE LAST FINDBY button located just below the Reorder Number box Y 4 5 MAKING A NOTE ON AN INVENTORY ITEM If you want to make notes about an individual inventory item click on the gray bar that says MAKE NOTE when you have the inventory item on the screen Any notes will be displayed whenever you click on the SEE NOTES gray bar if you have this item on the sc
207. opi S COM A A A 33 Printin nas 33 Special Message 433 Special OrdeLS ooooocnnonnicinnncncnnccnoncnnos 64 Special Sales Screen Options Settings 65 Tracking Sales by Special Category 66 Using a Second Price on Sales Screen 66 Writing a Sales Slip for an Envelope 34 Writing a Sales Slip Return Discount or Credit ireeeeeserersrrrrserrrresrrressrsrrrrasssrasserase 35 37 Writing Charge Account Contracts 66 Special Customers Information on Sales Screen ads ae 133 Stock Numbet cc ccc esses seeseeeeeeeeseneeees e TERETE PEAS T E EE SE SGHASAT HD 31 71 Salesperson 30 65 89 93 114 204 SCAMMELS A E LAS AA A A EI AOS aia ia Sce Cameras NO an onnon a A Aa SEAS HOSTAIRE ASTI O SIE TAE HH E Vas Bag AT I ES 150 174 Serial Number rere tiiriuri aries eena EEE EO N adie Race ts aa Baa nie aad Roel Sa eee 93 at a RA RR 64 117 125 128 Envelopes 114 115 116 125 163 203 Envelopes As al A O A O av E E E EE E ia saith sii Change Label A ROO COst OM Riu A A A as 26 Declared Value mais Defa lt Number of Copies t6 PO A A A A A E 15 Envelope Maintenance eiii ia pd 17 Note on Envelope Nut it Aa trcit Recording the Condition of the Item Re id aiii Reports Build 4 List of Unused Envelope Numbers ias Reports Above Number 17 Reports By Envelope 17 Reports By Worker tii 17 Reports Change an Envelope from One Cust
208. options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM 52 _3 14 11 Layaway Settings To change the following settings go to SYSTEM SETTINGS To make finding these settings from the list easier use the Findby button at the bottom of the screen WinJewel Version 6 05 Build A1d Current printer is W2000SERVERWHP LaserJet 4100 PCL 6 WinJewel Program Options and Settings stall new license files Enter the WinJewel License Number Set tax rate Set system time Set system date Unlock multiuser files Set background colors for each screen n ph lt Set to NOT apply layaway payments to a specific layaway Set how date purchased is handled when layaways are picked up Set the saleslip number range for each branch Transfer Branch Store Sales to Main Store Set drivers license number to be asked for or not on sales slip ales screen et the special order button to be allowed on sales screen Set the search by old number button on sales screen Set LAYAWAYS to be handled as a sale at the time of transaction E See List of System Settings SET THE NOTE TO BE MADE ONLY ON LAYAWAY SALES SLIPS Sets a special note outlining your layaway policy printed on the Start Layaway sales slip To set this go to SYSTEM SETTINGS SET THE NOTE TO BE MADE ONLY ON LAYAWAY SALES SLIPS The limit to the length of this note varies with y
209. or those items that match Y 4 17 GETTING REPORTS ON INVENTORY WinJewel provides a great number of reports on the inventory records These are all available under REPORTS INVENTORY REPORTS A list of the selections available are as follows _4 17 1 Inventory listings FULL LIST OF ALL INVENTORY both sold and unsold INVENTORY BY SUPPLIER INVENTORY BY DEPARTMENT INVENTORY BY LOCATION TOTAL COST AND RETAIL OF INVENTORY BY DEPARTMENTS AGING OF INVENTORY REPORT by year INVENTOR Y ENTERED IN ANY TIME PERIOD INVENTORY ENTERED IN ANY TIME PERIOD by department INVENTORY TOTALS BY SUPPLIER INVENTORY TOTALS BY DEPARTMENT LIST BY PRE SET LIST OF SUPPLIER S LIST BY PRE SET LIST OF DEPARTMENTS LIST OF INVENTORY BY LAST IN STOCK listing by special inventory codes INVENTORY THAT WAS ON HAND AT ANY DATE both owned and memo FULL INVENTORY BY INVOICE NUMBER PREPARE LIST OF AUTO REORDER MARKED ITEMS THAT HAVE BEEN SOLD INVENTORY REPORT WITH SERIAL NUMBERS MULTI UNIT ITEMS PERFORMANCE ANALYSIS REPORT ONE SUPPLIERS INVENTORY BY REORDER NUMBER 9 4 17 2 Sold inventory reports TRAVELING SALESPERSON S REPORT Sales by supplier for a given period HOT SELLERS REPORT items with short shelf lives P 417 3 Special reports GRAPH INVENTORY inventory currently on hand LOOSE DIAMOND LIST COUNT INVENTORY total number of inventory items ANALYZE INVENTORY AGE BY SUPPLIER ANALYZE INVENTORY AGE BY DEPARTMENT ANALYZE DIAMO
210. orderl With QuantityStore0 With QuantityStorel With QuantityStore2 With QuantityStore3 With QuantityStore4 With QuantityStore5 With QuantityStore6 With QuantityStore7 With QuantityStore8 With QuantityStore9 With QuantityStorel0 With QuantityStorell With QuantityStorel2 With QuantityStorel3 With QuantityStorel4 With QuantityStorel5 With QuantityStorel6 With QuantityStorel7 With QuantityStorel8 With QuantityStorel9 With QuantityStore20 With Retail2 With Retail3 With LastInv1 With PerPieceOrWeight With Status 1 With Locked With LastBuild1 With Girdle With Culetl With Polish1 With Symetry 1 With Floresencel With Whol With Multilnventl With OnOrderl With Location With FromEnvelopel With QuanOutMemol With DateOutLinel With Expansion1 With 5 7 3 18 18 18 20 ah oooo O 10 2 4 5 13 8 6 8 100 FILE MMYY DAT FILE MMYY PT Clerk2 With 2 cust2 With 10 date2 With 8 Days2 With 3 Dept2 With 3 Desc2 With 250 Hotel2 With 3 LastMMY Y2 With 4 LastSlip2 With 8 Price2 With 18 Quantity2 With 10 Reference2 With 20 Shipperl With 2 ShipTo2 With 10 ShipTracking2 With 20 SlipNum2 With 8 Split2 With 10 Stocknum2 With 5 Taxable2 With 12 Taxable3 With 12 Taxable4 With 12 TaxCode2 With 1 Terms2 With 20 Type2 With 1 Ven2 With 3 ClickThruOrDirect2 With 1 PaidOnInvoice2 With 12 DiscountTaken2 With 12 Expansion2 With 75 FILE CUST DAT POINTER CUST PT2 LastName3 With 30 FirstName3 Wit
211. our changes click on SAVE ITEM Y 4 4 FINDING AN INVENTORY ITEM The INVENTORY screen as well as many other screens provides a simple method for retrieving information entered into WinJewel This is the FIND BY function FIND BY is WinJewel s phrase for searching In WinJewel there are 3 basic steps to performing a FIND BY search 1 Click on the FIND BY button FIND BY BUTTON FIRST CLICK 2 Select enter your search criteria SELECT ENTER YOUR SEARCH CRITERIA 3 Click on the FIND BY button again FIND BY BUTTON SECOND CLICK 4 4 1 Find By Button First Click If not already there go to the INVEN screen Click on the FIND BY button Fina By This button prepares WinJewel to start a search When you click on the FIND BY button first time you click during a search the screen s colored background will turn gray 442 Select Enter your Search Criteria This is your opportunity to limit the number if items found shorten the list Enter information in any one or more fields that you want to search for Y 443 Find By Button Second Click The second time you click on the FIND BY button a search of WinJewel s databases will be started When WinJewel is done searching a list that contains all of the records that matched the search criteria will be displayed That s 1t A basic search only requires these 3 steps WinJewel does provide additional functions for searching and additional things you can do w
212. our printing font and layout styles SET LAYAWAYS TO BE HANDLED AS A SALE AT THE TIME OF THE TRANSACTION Sets WinJewel to use or not use the alternate recording method SET THE OLDEST LAYAWAY DATE TO SHOW ON SALES SCREEN Improves system response time when retrieving layaway records by skipping old records This is most useful if there is a large history of layaway transactions TURN OFF THE ASKING FOR MINUMUM PAYMENT WHEN WRITING A LAYAWAY Turns on or off the message box that asks or displays the expected minimum monthly payment The minimum payment is the amount you expect the customer to pay each month It is used as a reminder and in calculating payment standing Payment standing can be seen in the Behind field on the CUSTOMER screen SET HOW DATE PURCHASED IS HANDLED WHEN LAYAWAYS ARE PICKED UP Sets WinJewel to use either the Pick Up date or the Put On date in the Date Sold field on the Inventory Screen 53 Y 3 14 12 Layaway Reports ITEMS ON LAYAWAY To see a list of all items on layaway 1 Go the Inventory screen 2 Click on the Findby button 3 Type a tilde into the customer field 4 Click the Findby button again A list will be displayed If you wish to print or see details of this list click on Click this line to Print the list the top line of the list If you select New format the wizard will give you choices to print or display this list Last
213. owing reports are available by selecting REPORTS ENVELOPE REPORTS ENVELOPE PAST DUE REPORT All envelopes where today s date is past the Due Date and no Date Finished has been entered ENVELOPES FINISHED BUT NOT PAID Finished but no Date Out entered ENVELOPES BY WORKER All active envelopes by Assigned To LIST OF ENVELOPES THAT SHOW PAID BUT NO DATE OUT ENVELOPES THAT ARE NOT PICKED UP By envelope number ENVELOPES THAT HAVE BEEN PICKED UP By envelope number FIND ENVELOPES WITH A NUMBER HIGHER THAN Searches for all envelopes above a set number Y 7 5 ENVELOPE MAINTENANCE Several selections under REPORTS ENVELOPE REPORTS will help you maintain your envelope files REMOVE ALL ENVELOPES will allow you to move old envelopes that are finished and picked up from the active to the archive files These can still be reviewed by clicking on the SEE OLD button RESET HIGHEST ENVELOPE NUMBER USED will let you establish the next number that will be automatically generated by the system WinJewel finds the largest envelope number in the system and starts generating numbers after that This option lets you ignore some of those old envelope numbers and start counting where you want CHANGE AN ENVELOPE FROM ONE CUSTOMER TO ANOTHER lets you transfer envelopes TURN ON OR OFF THE TOO MANY DIGITS REMINDER will notify you if more than 5 digits are entered for the envelope number BUILD A LIST OF UNUSED ENVELOPE NUMBERS will display
214. ox If you are using pre numbered envelopes enter the one you are going to use next in this field If you want the system to assign the next consecutive number put the cursor in the box and double click and the number will be entered If this customer has other envelopes outstanding those will be listed in the large white box If you want to bring up any of those envelopes or include this job with a previous envelope click on the envelope you want and the information will be displayed for you to make the necessary changes Next enter a brief description of the item in the ITEM box and any special instructions in the INSTRUCTIONS box ASSIGNED TO is who is going to handle this repair If it is an employee already entered into the system just click on the name from the pull down menu If the item will be given to someone outside the organization you must add them to the employee list from the Staff screen When you add service employees or outside groups like trade shops click on the SHOP LIST button and only those staff names with this checked will be displayed DATE IN is the date you are taking the item Double click with the cursor on this box and today s date will be entered DATE DUE is the date you are promising this to the customer WinJewel will track progress against this date DATE FINISHED will be entered when the service is complete and waiting for the customer to pick it up DATE OUT is the date they pick up the item It will be f
215. pen A _ Search Folders HH v Explore sil Search Name Size Type I I Dimon File Fold Sharing and Security 2tues File Fold Scan for Viruses Owed File Fold 4thurs File Fold Send To Dsfri File Fold New gt D sa File Fold 3 7sun File Fold Create Shortcut File Fold Rename Properties Close Undo Rename Cut Copy Copy To Folder Move To Folder Select All Invert Selection DER Copy Items E g Select the place where you want to copy WinJewel Then click Ctrz the Copy button Ctrhx E d 3 Floppy A a Ctrirc E s Local Disk C El E Program Files G RECYCLER E Seagull System Volume Information O TSC_Drivers E O Turbo Demo 4 E O vb El O WINDOWS E WinJewel E WIsupport o imon To view any subfolders click a plus sign above budget gif From WinJewel to WinJewel Make New Folder Copy Cancel eas D cana 40 Seconds Remaining Y_1515 Restoring data from a backup If you ever need to restore your data to the computer the choices are also on the REPORTS BACKUP screen Be careful using the RESTORE option You will lose all work that has been done since the last backup You must also do a SORT EVERYTHING after restoring the files Please call WinJewel Support for assistance restoring your data files Y 15 2 SORTING THE FILES All records in WinJewel are stored in order either alphabetical or numerical Storing files in order facilitates
216. person 3 SKIP over the stock number boxes 4 Enter the item Description 5 Enter the total price of the item 6 Select a department 7 Click on the Layaway payment type 8 Click on Start Layaway 9 Click on the End Line Tax or End Line No Tax button a A message box will pop up telling you that an item can not be put on layaway if it does not have an inventory number Click on the Auto button b An inventory number is assigned and the item is posted on the slip 10 Complete the layaway with the normal method by clicking on the Payment button to enter the amount to be paid Y _5 14 7 Reverse a Layaway Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM Reversing a layaway will return the item to inventory and will return the money back to the customer When reversing a layaway all payments must be reversed along with the original Start Layaway slip The original Start Layaway slip should be reversed last 1 Enter the customer information 2 Select a salesperson 3 Click on the Previous button at the bottom of the sales screen 48 WinJewel Version 6 05 Build A1d Current printer is W2000SERVERAHP LaserJet 4100 PCL 6 5 P 2 3 4 5 6 8 El 10 11 12 EE Inven Cust Orders Service Appr Invoices Sup
217. plier Checks Budgets Reports h I a CC ON Cn nylown STEVENS e Apa 23 Any 1 Street 16810 54TH PLACE NE AnyTown CA 90001 O Cha Sord MARYSVILLE Wa a All previous slips for this customer will appear on the sales screen b The Previous button changes to This Slip i Clicking on This Slip will allow you to continue the sale 4 Click on a line that is part of the slip you want to reverse 49 WinJewel Version 6 05 Build A1d Current printer is W7000SERVERAHP LaserJet 4100 PCL 6 E Ed I Be fed zi H d a J gt 2 3 4 5 6 8 3 10 11 43 r Inven Cust Orders Service Appr Invoices Supplier Checks Budgets Reports cata Li o nylown STEVENS anane hairde 123 Any Street 6810 54TH PLACE NE AnyTown CA 90001 es MARYSVILLE ma Layaway Pmt On 67 Layaway Pmt On 20000016 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 LAYAWAY CT DIAMONDS IN A BASKET WEAVE SHANK a A message box appears 5 Click on the Reverse button 123 Any Street AnyTown CA 90001 Do you want to Either will working on but Or do nothing a This slip is now reversed All corresponding payments must be reversed now 50 WinJewel Version 6 05 Build A1d Current printer is W2000SERVERWHP LaserJet 4100 PCL 6 BAE i il E i El 10 11 3 Supplier Checks Budgets Bante Lx Pl L 360 658 9875 AnyTown aa Jewelers 123 Any Street 6810 54TH PLACE NE A
218. pplier and they will respect you if you meet your projection Y 13 4 PREPARING BUDGETS Selecting BUDGET YEAR lets you establish budgets for each department and each cost account Budgets must be completely re entered if you change a department or cost account so you should be careful to get these two lists entered correctly To set up a budget click on the BUDGET YEAR button and enter the two digit year identifier 02 for 2002 A Spread Sheet will be displayed with Departments and Cost Centers listed along the left hand side and a column for each month of the year across the top Each column will total at the bottom and a grand total for the year will be in the bottom right corner To enter any item in the spreadsheet point to the square you want click and enter the dollar amount After you enter or change any amount click on the REDO MATH selection to have the totals updated When you are finished making entries don t forget to hit the SAVE button Budgeting is vital to any well run business Use thought in arriving at your budget It will give you goals and a direction to your business Y 14 PRINTING REPORTS TAGS LETTERS AND LABELS There are many options available for printing and many options on how to print with WinJewel Because printing has a direct effect on the presentation of your business the following section should be reviewed regularly WinJewel software also recommends using the TRAINING COPY to try out new printi
219. print the barcode on the repair envelope Then any time you are moving it recording new information or closing it out with a sales slip you will just have to scan the barcode and all of the envelope information will automatically be entered To set this go to REPORTS PRINTER SETTINGS TURN ON OFF THE BARCODE TO BE PRINTED ON REPAIR ENVELOPES You will then need to set up the special Interleaved 2 of 5 font for the barcode Go to Control Panel on your Windows desktop and select Fonts and then File Install New Font and select the WinJewel directory Click on Interleaved 2 of 5 and select OK You can now print barcodes At any time you can recall an envelope by bringing up the SERVICE screen and typing the Envelope Number in the PHONE box You can also enter the customer on the SERVICE screen and click on the envelope you want displayed in the white box Later when you are ready to write a sales slip enter E in the first STOCK NUMBER box and the envelope number in the second box The name and all other information will be automatically filled in on the sales slip and the system will close out this envelope as being picked up and paid Y 72 RECORDING THE CONDITION OF THE ITEM If you want to record specifics about the service item you are taking in click on the COND gray bar located just above the SAVE button and a CONDITION screen will appear Click on the type of item at the top and a series of description categories appropriate for that type o
220. qnt PitTetLad Sevetioue 7 The numbers in the white boxes are the x y coordinates of each line that will be printed on the tag 8 This Computer Only must be checked You should not use a tag printer across a network 9 Check the appropriate boxes for your tags Use Bar Code 3 lines or 4 lines 10 The Note in red letters is a reminder that Interleaved 2 of 5 must be installed This message will always appear when Use Bar Code is checked If you have already installed the font ignore this note Tag Printer Windows Driver lv Use Bar Cock ed h omprter U Reload Layout by Name he ee RE a ee a ee 11 Click Save Set to use 12 Click OK 13 Click OK SET WINJEWEL TAG LAYOUT 1 Click on the little P below the red Help diamond again 2 Click on Choose 3 Click on Tag Layout Do you want to print what is on the Screen or Choose which printer to use or Go to the WinJewel printer Settings screen WinJewel Printer Choices Printer Name Tray Default Printer AE Dea Set Sip Type Printer for Receipts 2Q0SERVER HP Lesedi 41 v Dela v Printer for Repair Envelopes 2000SEAVER HP Lasesiet 41 y Defaut y Printer for Appraisals 2000SERVER HP LaceWet 41 Defaut y Printer for Checks 2000SERVER HP Leceet dl w Deist w Printer for Gift Cestificates 2000SEAVER HP Laseset 41 Defaut v Dedicated price tag printer Zebra TLP2844 _ Tag La
221. r code of the item you are selling and complete item information will be filled in the cursor must be blinking in the first STOCK NUMBER box to do this _3 1 6 Select a Payment Type You must now choose a payment option button along the right side of the screen labeled CASH CHECK BANCKARD CHARGE PAYMENT LAYAWAY and MEMO if memo is turned on Click on the small circle just to the left of each label Notice how the last one that you clicked is black If it doesn t turn black move your mouse arrow and click it again V 3 1 7 End the Line Ending the line completes this one item and prepares WinJewel for the next item or for ending the sale There are two choices for ending the line END LINE TAX and END LINE NO TAX Either will end this line The correct choice depends on the item type taxable or non taxable If you choose END LINE TAX the sales tax will be calculated and shown on the sales item After you choose an END LINE button the cursor will move to the first STOCK NUMBER box ready for the next item If you have another item for this sales slip enter the numbers now OPTIONS WinJewel assigns a SALES SLIP number to each transaction This is just a consecutive assignment of numbers to each transaction You can change this number to match your pre numbered or handwritten slips by clicking on the words SLIP NUMBER This can be done at any time during the sale but must be done before clicking on END SLIP Enter the number tha
222. r the diode by the left button blinks RED release the button The printer will move the labels around for a minute finally printing a long string of labels then stopping AFTER IT STOPS you must push the green button ONCE This completes the automatic programming NOTE Programming must be done WHENEVER power to the printer is restored WINJEWEL SETUP Start WinJewel Select PRINTER SETTINGS SET SPECIAL ELTRON PRINTER TO TLP 2722 OR TLP 2742 Click YES to use Eltron Set the left right to 490 set up down to 0 zero Set line 1 to 210 and 0 Set line 2 to 210 and 25 or try 20 Set line 3 to 210 and 50 or try 40 Set printing darkness to 7 or less Click on go to dumbbell style tags in the upper left corner Repeat the above settings Click on save changes Click on com1 port 9 pin connector or as appropriate for your computer Click on ok click yes to show barcodes and click ok Click end WinJewel settings And click ok to restart The printer is now ready PLEASE NOTE The Eltron printer as shipped from the factory DOES NOT come with a ribbon or labels If you have ordered a printer from WinJewel we will mail you a ribbon and tags to get you started Labels can be ordered from Arch Crown 800 526 8353 part number TT 345 Be sure to ask for them on one inch cores Ribbons must be Thermal Transfer Polyester Resin 110mm x 91mm The Eltron part number i
223. rd there will be a second field Next you need to go to SYSTEM SETTINGS SET WHICH OF 2 PRICE FIELDS TO USE WHEN WRITING A SALE You will be asked which of the two prices entered in inventory should be used as the default It will also ask whether you want to automatically use the second price if this customer is designated as a Wholesale customer Once these selections are made there will be a new series of buttons labeled 1 and 2 displayed just above the ZIP CODE field on the Sales Screen When an inventory item is entered based on the settings you established the PRICE box will fill with the default value The salesperson also has the option to change the price at this time by simply clicking on the other price button 66 Y 3 25 CREATING MEMO SALES ITEMS If you want to create special memo sales items select SYSTEM SETTINGS ALLOW FOR MEMO BUTTON ON SALES SCREEN You can now establish special wording for the opening and closing of the special memo slip When you modify the opening and closing statements WinJewel is using Notepad so you must select FILE SAVE or your changes will not be saved Now the Sales Screen will display a new payment type selection located right under LAYAWAY entitled MEMO After the customer and salesperson are entered select MEMO and a special screen will appear where you can enter a memo number or double click and WinJewel will assign a number and the stock numbers of the items click ADD ITEM you want
224. rd drive to add another version of WinJewel Generally you will need at least 100 MB and this may be larger depending on how many inventory items have been added You will see this Hint Box throughout this manual Hint Make a fresh TRAINING COPY to try these procedures options reports or settings 25 The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM It presence is a suggestion that the associated instructions should be tried out in a non critical environment such as the training copy This way the outcome of changes will be known before making changes to your actual system The training copy can be made at any time throughout the life of WinJewel program Y_28 2 Make a Training Copy 1 Click on REPORTS SYSTEM SETTINGS 2 Click on the gray button on the right that says MAKE TRAINING PROGRAM a A second copy of WinJewel will be created It will have it s own Icon on your Windows desktop entitled WINJEWEL TRAINING and all of the WinJewel screens will be displayed in gray as opposed to color to reduce the uncertainty as to which system is which It is on this training system that you want your staff to play with different screens and explore what happens when they select different options At the same time your staff is trying to break the training system you can be loading inventory suppliers staff etc to set up the real syste
225. reen Note that the normal FIND BY does not work with inventory notes and you must go to REPORTS INVENTOR Y REPORTS FIND INVENTORY BY NOTES to do a search on these notes Y 4 6 DELETING INVENTORY Inventory items can be deleted by hitting the ERASE gray bar on the INVENTORY screen The system will ask for a special code See the STAFF section of this manual The item will be eliminated with the next sort You can get a listing of all items that have been removed from the inventory list by selecting REPORTS INVENTORY REPORTS SHOW REMOVED INVENTORY ON SCREEN There must always be at least one item in the inventory record Do not delete the existing inventory item 100 01111 MANS 18K AMETHYST RING until you have entered your own inventory Y 4 7 COMBINING INVENTORY ITEMS Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM If you are mounting a stone into a ring or putting any two inventory items together go to the INVENTORY screen and click on the COMBINE gray bar and follow the instructions You will first be asked to enter the item that will remain a valid inventory number the item to survive then click SAVE ITEM Next enter the item to be merged with the first item and click SAVE ITEM again The merged item will now show on the screen with the cost retail and
226. rest MONTHLY Posting interest DAILY requires running the POST INTEREST routine every day Once selected the next screen will show the last settings used for posting DATE FOR POSTING will default to today s date The MINIMUM FINANCE CHARGE field can be used to establish a minimum payment that you will require on all accounts regardless of the amount computed as due the customer will be billed the greater amount The MONTHLY PERCENTAGE FOR POSTING is the annualized interest rate take the annual rate and divide by 12 to get a monthly rate or by 365 to get a daily rate SET NOTES lets you establish a special note that will appear on the customer s statement depending on the payment history shown under their credit rating You can also choose DO NOT POST INTEREST TO LAYAWAYS by checking that box When you are comfortable with all of the fields click POST INTEREST The interest will be added to each account A report will print showing all customers accounts that were adjusted This routine may take some time depending on how many accounts you have and should only be run when nothing else is running in WinJewel Also do not interrupt this routine for any reason When interest is posted any account that has an amount in the BALANCE field and a zero in the MONTHS NO INTEREST input box will receive an interest charge After posting the current number in MONTHS NO INTEREST will be decremented by one number Example if there is a 3 in the box it wi
227. ribbon assembly The labels should appear UNDER label sensor in the middle of the roller area Adjust the label guides by turning the green gear wheel located low on the LEFT side in the area between the rollers and the edge of the case This will move the guides toward the labels and eventually close enough to slide over the labels and hold them in place Adjust so that the labels have only a tiny amount of slack on each side Take the empty ribbon roll and place it on the FRONT roll spindle with the slotted end to the RIGHT Push the spindle ends firmly into the roll You may need to turn the roll to line up the slots properly Open and remove the tape from the ribbon without tearing off or ruining the tape The tape will be used to secure the ribbon on the empty spool Start the ribbon leader from the top of the role towards the back of the rollers and feed it behind and under the ribbon assembly It should appear ABOVE the label sensor Bring it up and around the metal edge and tape it evenly onto the empty roller It should appear flat and smooth on the bottom of the roller assembly Wind the ribbon onto the empty spool by turning the empty spool roller from the right end of the shaft near the spring Turn until the inked ribbon appears at the front of the assembly Firmly push down on the ribbon assembly where indicated by the two arrows until the assembly is locked into place Close the cover Plug in the power cord to an outlet and the USB LPT or C
228. rinter to use Click on CHOOSE Goto hia WinJewel printer Settings screen ALE EA dJ WinJewel Printer Choices BAN Printer Name Tray Use the scroll bar next Default Printer 2000SERVER5HP LaserJet 41 y Default to the printer name to Set Slip Type Printer for Receipts 2000SERVERSHP Lasewet 41 v Default see the name of the Printer for Repair Envelopes printer that you want to use and point and click on that printer W2000SERVERSHP Laserjet 41 v Default Printer for Appraisals 2000SERVER HP Lasewet 41 y Default Printer for Checks 2000SERVER HP Laserjet 41 y Default Printer for Gift Certificates 2000SERVER HP Laserjet 41 Defaut vw Dedicated price tag printer len Tag Align Go to Winlewel taa re Do not select a DEDICATED TAG PRINTER from this screen yet It is very important to follow the setup instructions for your specific tag printer Sending a print job to a dedicated tag printer that was intended to print on a general purpose printer can result in a fault that can only be reset by the dedicated tag printer manufacturer DO NOT EVER attempt to print anything to your dedicated tag printer except price tags You can also click on REPORTS PRINTER SETTINGS SET WHICH WINDOWS PRINTER DRIVER TO PRINT and make the selection Download the latest driver for your model of printer and version of Windows as stated in the above paragraph Y
229. rts NO M Record Invoices Inventory Reports NO Suppliers Invoice Reports NO Mailing Labels NO See cost Order Reports NO K mais Accounts Receivable NO Printer Settings NO amisa Sales Reports NO Social Security System Settings NO y Remove Item Shortcuts NO Sorts NO Supplier Reports NO Update Backup NO Daily Report Only NO or discount 555 555 5555 360 658 9875 T Mailing Labels Iv Erase Sale Click this line to allow all catagory a Click this line when finished choosing r T Use this name in envelope assigned list T Don t use this name in sales F Maintain call log on customer screen Location e Enter your name in the Name field 11 43 Budgets Reports f Enter a personal password in the Codes field WRITE IT DOWN When you move to the next field your Codes will be replaced with s You can view your Codes by clicking in the Codes field again Codes can be no more than 15 characters and should be changed anytime you feel it is necessary For staff members it is often best to let them choose their own code g Complete any personal information fields h The choices below the personal information are as follows i Use this name if no name is given your name will be the default for all sales until another salesperson is selected ii Use this name in Envelope assigned to list your name will appear as a choice on the Service Screen for repairs 1 Note If no s
230. s The current account balance is 00 The agreed monthly payment is 5 00 Thank You BOB BULLICK Daily Report Day 4 Daily Report for 10 31 04 Page 1 stock description amount dept who type tax Layaway Pmt On 80 48 48 Lay BB Payment 0 200 00015 Layaway Pickup MANS 18K 82 50 ACC BB PickupL W 5 98 AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK Gross Profit 77 50 Customer LARRY STEVENS 1 on slip 88 paid 48 48 by Cash Cash 48 48 Layaway pick 88 48 WLayaway Pmt 48 48 Total of taxable sales 82 50 Total of all Sales 82 50 Gross Profit 77 50 Total of all tax 5 98 Total of tax and sales 88 48 Total of all Cash amp Cash Equivalents 48 48 Total of all Deposits 00 Monthly Report Day 4 Printing report from 10 1 2004 to 10 31 2004 Page 1 stock description amount dept who type tax 10 28 04 100 00008 CITIZEN MENS WATCH 153 00 WAT BB Cash 11 09 Gross Profit 92 00 Customer LARRY STEVENS 1 on slip 84 paid 164 09 by Cash 10 29 04 200 00015 MANS 18K AMETHYST RING WITH 82 50 ACC BB Start L W 5 98 LARRY STEVENS 80 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK E Layaway Pmt On 80 20 00 BB Payment 0 Customer LARRY STEVENS 1 on slip 80 paid 20 00 by Cash 10 30 04 Layaway Pmt On 80 20 00 Lay BB Payment 0 Customer LARRY STEVENS 1 on slip 87 paid 20 00 by Cash 10 31 04 Layaway Pmt On 80 48 48 Lay BB Payment 0 200 00015 Layaway Pickup MANS 18K 82
231. s 800007 004 If you order ribbons from Arch Crown be certain to get Polyester Resin ribbons for the most resiliency and print quality Warranty Information WinJewel does not do warranty repairs To determine if the printer needs to be sent in you will need to contact Eltron at 1 805 579 1800 ext 7002 If you are certain that the printer is bad then contact Eltron at 1 805 579 1800 ext 1201 or by e mail at repair eltron com to get an RMA number and directions on how to ship the printer P 18 5 ZEBRA ELTRON 2844 PRINTER WARRANTY INFORMATION WinJewel does not do warranty repairs To determine if the printer needs to be sent in you will need to contact Eltron at 1 805 579 1800 ext 7002 If you are certain that the printer is bad then contact Eltron at 1 805 579 1800 ext 1201 or by e mail at repair eltron com to get an RMA number and directions on how to ship the printer ASSEMBLE AND CONNECT THE PRINTER 1 2 3 9 10 11 12 Open the printer by depressing the two green tabs on the sides of the printer Assemble the label roll guide with the label roll in the middle of the roller Place it in the label roller slots with the labels feeding off of the top toward the front of the printer Pull the green lever on the right front of the ribbon assembly all the way forward to release the assembly Lift the assembly up until it locks in the upward position Feed the labels into the LOWEST possible slot behind the
232. s E 7 Thank You BOB BULLICK Daily Report Day 2 Daily Report for 10 29 04 Page 1 stock description amount dept who type tax 200 00015 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK Layaway Pmt On 80 Customer LARRY STEVENS 1 on slip 80 paid 20 00 b 82 50 ACC BB Start L W 20 00 BB Payment 5 98 LARRY STEVENS 80 WLayaway Pmt Start Layaw Total of Total of Total of Total of Total of all Sales all tax tax and sales all Cash amp Cash Equivalents all Deposits 20 00 56 Monthly Report Day 2 Printing report from 10 1 2004 to 10 31 2004 Page 1 stock description amount dept who type tax 10 28 04 100 00008 CITIZEN MENS WATCH 153 00 WAT BB Cash 11 09 Gross Profit 92 00 Customer LARRY STEVENS 1 on slip 84 paid 164 09 by Cash eee 10 29 04 200 00015 MANS 18K AMETHYST RING WITH 82 50 ACC BB Start L W 5 98 LARRY STEVENS 80 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK Layaway Pmt On 80 20 00 BB Payment 0 Customer LARRY STEVENS 1 on slip 80 paid 20 00 by Cash Cash 184 09 WLayaway Pmt 20 00 Start Layaw 82 50 Total of taxable sales 153 00 Total of all Sales 45300 Gross Profit B5200 Total of all tax 11 09 Total of tax and sales 164 09 Total of all Cash amp Cash Equivalents 184 09 Total of all Deposits 00 BOB BULLICK 153 00 100 Gross Profit 92 00 WATCHES 153 00 100 92 00 57 DAY 3 A l
233. s box labeled Last Updated You can update these rates as frequently as you want WinJewel uses these exchange rates as part of the built in calculator Click on the picture of the calculator located in the upper left hand corner of the screen Enter the amount you want to convert either the primary currency or the foreign currency and click on the currency symbol located at the bottom right hand corner of the calculator Now select the currency you are converting and then click on whether you are converting into or out of that currency WinJewel will do the math and present the answer using as many significant digits as necessary The salesperson will need to round the answer to the appropriate cents Remember every time you use the calculator WinJewel stores the last total computed If you double click on any dollar field that amount will automatically be filled into that box Caution must be used with this feature when you are dealing with foreign exchange because the calculator answer may not be the primary currency Y 10 INVOICES amp WinJewel Version 6 06 Build A1z Current printer is 2000SERVER HP LaserJet 4100 PCL 6 2 3 4 Sales Cust Orders Invoice Number Date Date Due 12 13 04 12 13 04 Discount Department or Account Total Shipping 40 00 Total Discount 02 a B _ Shipping Date Paid Check Number TOTAL OWED 639 98 45 00 Clear PdOuts Transfer to Note Erase Invoice Supplier Transer to Credit Card
234. s folder which is in the WinJewel folder on the c drive If you save more than one picture the second picture will have the same number followed by a B Once you have saved the picture to WinJewel you don t need the picture you saved from your camera to be on your computer hard drive Picture use a lot of storage space If you are going to use many pictures it will help your computer performance if you save the original pictures to a separate location such as a CD Additionally picture format types matter The most common format types are jpg jpeg gif bmp Using these format types will eliminate possible format conflicts with your current or future application software Name WINDOWS ae a ee GaWindevel C WinJewel pictures lt Size Type 130 KB Bitmap Im 107 KB Bitmap Im gt P 4 9 2 Save the Pictures from Your Camera onto Your Computer Follow the instructions from your camera to save pictures With newer operating systems the process is very simple In some cases you may only need to plug the camera or disc into your computer and COPY and PASTE the files into the folder on your hard drive network drive or CD of your choice In other cases a Windows wizard may launch that will help you transfer the pictures Your process will vary with your camera computer and software requirements If you need assistance contact your camera manufacturer for assistance V 493 SAVE THE PICTURE ON YOUR COUPUTER INTO W
235. selections for each department NORMALLY NOT TAXABLE Click this check box only if this particular department is not taxable The default is taxable if unchecked You can override this setting anytime you are writing a sales slip INCLUDE WITH SUB TOTAL This will allow departments to be grouped into sub totals of departments that will show these subtotals when print sales reports This is an optional thing and sub totals are not required CATEGORY This provides WinJewel with information about where the General Ledger is effected by this department EDIT CATEGORIES LIST This will allow you to add other categories and define them OPEN TO BUY This lets you track the inventory level for each individual department If you want your current inventory level to remain the same enter 0 If you want to increase your inventory enter the desired dollar amount Each time you enter an order for a department the cost will be deducted from the Open to Buy amount and each time you sell something the cost will be added to this amount AVERAGE COST AS A OF RETAIL The percentage of the retail price that will be used as a default if no cost is given or no retail price is entered for a particular inventory item 50 would mean keystone SALES COMMISSION RATE WinJewel can track the sales commissions by department Enter three digits without the decimal point Example 015 would be 1 2 percent MIN ABOVE COST TO DISCOUNT T
236. seseeseceseeecseesessesecesecsenscaesscsesenseseseesessesseseseeaeeseaseaesesaeeeseeaeeeeaeeaeeeaeents 104 OO ORTO NRO See Slips Send Letter Sending Customer Letters Special Options for Past Due Customers eeeereeeeereseseeeesrsrssees MAM S iii AA Cd a 10 71 119 160 Date Sold A E ee ee 13 43 72 73 75 89 Dd e Dos Training PEO A A cee cit 26 Departments miii tai 21 31 62 65 70 72 89 90 92 93 109 114 116 133 134 145 205 206 E E 120 121 DIAM A A A A ysen vei Rte tta eae Grading Repott son a a ii r iris 120 121 Grading Report Ben ass las Reload Old Report A A AED 120 121 DS em HIGH EE EETA 41 Customers A O dr cerdo vies eds dd Departments Sales Slips cece Exchange Rate Exchange Rates dro 132 Pile FOTIA soi ise sede cacao A OR Meee ao have TE Sn 165 Pale FOrimats O rials eran Aes ee ad aide ieee hee gece eae Converting to Access EA 165 Find BY visccccccescseccntevies 12 13 30 37 43 69 75 76 77 82 89 91 93 96 99 100 101 102 137 138 151 205 206 207 FindiBy eset ar bla decae itech A E cB ao cuales Bute lor Meco oe Outer oh e arde lO ote oe DEMIO pe eee ree Se eer ety tse Pe ere eM NTT rene ee POR A tN RY SNE ee RNR RENN IE ee ROT eee tree er rete eee cee 12 99 ELA Li ii ciated nities ea aan Glee avs a ee a ees eee eT iv pe ea ee 207 Followup Notices A e sidad 106 Pot At AI aon AAA Ai es 119 149 G
237. sh these numbers just select INCREMENT and the next available number will be used a If you want one of WinJewel s printed Gift Certificates click PRINT and a Gift Certificate will be printed b If you have your own separate Gift Certificates click on the POST ONLY field REDEEM A GIFT CERTIFICATE 1 Enter the customer information on the Sales screen 2 Select a salesperson 3 Enter each item of the sale as normal 4 Enter the gift certificate as the last item a Enter the words Use Gift Certificate in the DESCRIPTION field b Enter the amount to be used from the Gift Certificate in the AMOUNT field proceeded by a minus sign for example 50 c Select the Gift Certificate department d Click on END LINE NO TAX i A message box will ask you to enter the Gift Certificate number ii A complete recap of how this item is being paid with outstanding certificates will be displayed Select POST and WinJewel will adjust the accounting for outstanding Certificates ERASE A GIFT CERTIFICATE The balance on Gift Certificates can only be reduced There are occasions that may require adding to the balance of a Gift Certificate though for example if a sale is reversed In this case you must create a new Gift Certificate for the amount of the refund One additional option is to completing erase the existing Gift Certificate and create a new one with the correct balance 62 To erase a Gift Certificate go to REPORTS SALES REPORT GIFT C
238. sideration discounts and when that date arrives this item will appear on the Invoices Due Report The next box is the total AMOUNT for the invoice Usually not including shipping etc Enter in DISCOUNT the amount in dollars that can be taken off if this invoice is paid by the due date If you find it easier you can enter the percentage to discount followed by the symbol and WinJewel will convert it to dollars Next enter either the DEPARTMENT for inventory items or the ACCOUNT for the specific G L account this invoice should be charged against Lastly enter the SHIPPING charges if any If this invoice was prepaid you would enter the DATE PAID and the CHECK NUMBER in the next boxes but usually these are left empty and will be completed by the checkbook program when the invoice is paid Don t forget to click on SAVE INVOICE to save what you have entered There are a couple of shortcut selections available on the INVOICE screen Just below the DEPARTMENT OR ACCOUNT box is a box labeled MONTHLY If this is a recurring invoice such as rent you can click on that field and an invoice will automatically be created to be paid on the same day of the following month and each month thereafter CLEAR PDOUTS allows you to clear out all petty cash paid outs with a single invoice and check TRANSFER TO NOTE would be used if you had a note with your supplier and you wanted to transfer the balance on this invoice to that note ERASE INVOICE will
239. signed to work correctly with most printers but you may find it necessary to make spacing font and alignment changes to make the printed output look the way you want These settings are generally easy to make and with a little trial and error sampling of different options you can quickly find the desired setting The following adjustments can be found under PRINTER SETTINGS SET FONT AND LAYOUT OF FORM LETTERS SET THE FONTSIZE AND LEFT MARGIN FOR MOST PRINTED REPORTS SET THE FONTSIZE FOR SALES SLIP AND ENVELOPES SET THE FONT SIZE FOR FINDBY REPORTS SET EXTRA SPACES BEFORE SUPPLIER NAME ON CHECKS SET FONT AND LEFT MARGIN FOR STATEMENTS SET WIDTH AND HEIGHT OF SALES SLIP AND APPRAISALPRINTING SET STATEMENT NAMES TO PRINT FURTHER DOWN THE PAGE SET THE POSITION OF NOTE ON THE BOTTOM OF ENVELOPES SET SALES SLIP SIZE TO LARGER SIZE Y ou can also set the printing of some items to appear in a different mode with the following SET THE SIZE OF FULL PAGE INVOICE STYLE TO FIT PAPER for printing on other than 8 Y2 x 11 paper SET SALES SLIPS TWO TO A 8 X 11 INCH PAPER will print two copies on one piece of paper SET RECEIPT PRINTER TO 40 COLUMN PRINTER FORMAT SET THE SALES SLIPS TO PRINT IN LANDSCAPE MODE SET REPAIR SLIPS TO PRINT IN LANDSCAPE MODE SET SALES SLIPS TO PRINT LONG OR SHORT FORM long will fill the whole page short is a half page and is the default SET ALIGNMENT OPTIONS WHEN PRINTING STATEMENTS SET PRINTED CORRES
240. suppliers must be grouped into one supplier name WinJewel will record specific source information at the point of consignment 3 Set WinJewel to record consignments SYSTEM SETTINGS TURN ON OR OFF THE CONSIGNMENT FEATURE a Enter the supplier number and department code b Enter the disclaimer that will appear at the bottom of the invoice This disclaimer is your policy for handling the consignment DO A CONSIGNMENT TRANSACTION 1 Onthe SALES screen enter the suppliers name and address information as required 2 Select a SALESPERSON 3 Click on the CONSIGN payment option The next available stock number for the consignment supplier identified in SYSTEM SETTINGS is created 4 Enter a description of the item 5 Enter an amount in the PRICE field This is the amount you will buy this item for if it sells The description and amount will be copied to the INVENTORY screen 6 Click on END LINE NO TAX 7 An invoice of the consignment will printed at this time 8 On the INVENTORY screen bring up the item number Enter the amount you will sell this item for A tag may be printed at this time If a RETAIL price is not determined until the point of sale enter the amount after the item is sold If no amount is recorded in this field various reports will provide incorrect totals such as gross profit WinJewel does not add these items into the inventory totals but they will be listed on all of the inventory reports To find any sales o
241. t setting You can still change this by altering the individual settings and this will move the printing around on the tag See previous section There are several special printing options under PRINTER SETTINGS for tag printers If you need help or you have some special circumstance that is not covered in this manual please contact WinJewel Customer Support instead of selecting and sampling all of the options Once this information is saved WinJewel will ask which port the printer is connected to and give you the option to not print barcodes Special instructions for physically setting up printers can be found in the Scanner and Printer Setup chapter of this manual Y 14 7 SETTING TAG LAYOUTS WinJewel also allows you to determine what information will be printed on each tag To make changes select PRINTER SETTINGS SET THE SPACING ON PRICE TAGS and click on the CHANGE ORDER gray bar 5 22222 in 30 333383333883338833338833388333 4444 5 4 The DEFAULT format will be shown You can establish a different tag format for each department If you do not specify a layout for an individual department the DEFAULT format will be printed for their tags The large white box shows all of the things that can be printed on the tag the number of characters and a special code a number or a letter used to specify that particular item Below that box is a picture of a tag and how the items selected are going to appear on that tag To make any c
242. t is a staff members code then that staff member s appointment list will be shown If the store wants to have one master list of appointments then XX should be entered to bring up the list Once the appointment schedule is on the screen you will see that appointments are entered to the closest half hour during the day You can click on the A near any time slot and find a name quickly from the customer list in the same manner that you would bring up a customer on any other screen in WinJewel You can also just click to any time slot and type a name or information To move one day in either direction click on the gt or lt To move one month in either direction click on the gt gt or lt lt To print the schedule click on the PRINT button STORE appointments for 5 17 02 00 30 Ri 0 ENI www OOOO gi Y May MARTIN apor A E A Ba gi Y 0 INA IE Y ui mI ENI SES Fin Sea 5 00 ENI Y wwwwmwmwwwaeas sa 5 00 NN IE Y OO e A T sae A SO A Pik E e B METE Y 15 MAINTENANCE and BACKUP Y 15 1 BACKING UP YOUR DATA Y 15 1 1 Discussion An old insurance industry saying is that you can never have too much insurance This little adage probably sold a lot of insurance because it is true Insurance is only important when you need it The same can be said about data backup Data backup is your responsibility Having a recovery plan is your responsibility Following your plan is your responsibility
243. t of the slip that you want to erase The slip is now erased from the sales record It will not show up in any sales reports or customer reports Any slips that have been erased can be viewed from Reports Sales Reports Y 3 40 Return a Layaway Returning a layaway will return the item to inventory and will give the customer a store credit equal to the amount paid 1 Enter the customer information 51 2 Select a salesperson 3 Enter the stock number of the item to be returned a A message box will pop up stating that the item is on layaway for the customer Verify the customer name is the same Click OK The next message box ask if this is a Pick up or a Return c Click Return d The item amount is posted in the Price field as a negative minus sign and in red depending on your WinJewel version 4 Click a payment type 1 e Cash 5 Click on End Line Tax or End Line No Tax this choice should match original sales slip 6 Click End Slip to complete the slip normally 7 The item will be returned to inventory and the customer s balance will be adjusted Y _3 14 10 Convert a Layaway into a Charge To convert a layaway into a charge bring up the customer on the Sales screen and select PREVIOUS Click on the layaway item and select REVERSE Now re enter the item on a new sales slip with the payment type of CHARGE Hint Make a fresh TRAINING COPY to try these procedures
244. t you want printed on the slip Changing the number will not effect the starting point of the next slip number WinJewel will skip to the next available number if the consecutive number has already been used If you want to change the starting point of sales slip numbers to be consistent with your old way of accounting go to REPORTS SALES REPORTS SET NEXT SALES SLIP NUMBER and enter the number you want OPTIONS WinJewel allows you to choose the number of slips you want printed You can change this number for one transaction or for all transactions To change the quantity for one transaction only click on the NUMBER OF COPIES button near the top of the screen This must be done before clicking on END SLIP To change the quantity for all transactions see the instructions in section 2 7 SYSTEM AND PRINTER SETTINGS Y _3 18 End the Slip If you are finished with this sale just point to the END SLIP bar and click 31 _3 1 9 Confirm Payment Options This slip calls for 959 89 After ending the slip the you will have Ke E an opportunity to change confirm the payment option The following screen will appear You can accept the entry or change the payment types as desired Point and click with the mouse on any item that you want to change and enter the amount you can now split payments such as taking a portion by check and a portion in cash This slip calls for 959 89 As you are making changes if the entries go out of balance
245. taff member has this option checked all staff members will appear on the envelope assigned to list If one staff member has this option checked only this staff member will appear on the envelope assigned to list iii Don t use this name in Sales your name will NOT appear as a Salesperson on the Sales screen iv Maintain call log on customer screen GIVE YOUR STAFF PERMISSION TO SOME ALL Typical permissions for staff members would be SALES SLIPS INVENTORY SEE CUSTOMERS and DAILY REPORT ONLY the bottom selection under REPORTS 1 Click on the Staff icon to open the Staff screen 2 Click on the Add One button to add a staff member to the Staff list Enter two letters as a user ID Click OK a Check Uncheck the Special Permissions boxes for the processes you want this staff member to have b Check Uncheck each WinJewel screen checkbox for the screens that you want this staff member to have access to i Be careful who you give permission to the staff screen All permission settings for all staff members can be changed by anyone who has access permission to the staff screen c Enter the staff members personal information in the appropriate fields d Enter a password in the password field WRITE IT DOWN Give this number to your staff member i The staff member can change their code at any time by going to the Timecard feature selecting their name and hitting the CHANGE MY PASSWORD button Y 9 2 LIMITING EMPLOY
246. tate ANYTOWN 3421 1 i Print Check a CHECKS o Pay otal to pay 639 98 split Pay O Post Only 500 00 12 30 04 ABC JEWELRY CO See All Unpaid Inv See Suppliers See All Due Invoices Enter Change Invoice Enter Deposit Y 12 1 ISSUING A CHECK In order to issue a check click on the CHECKS icon This will open the check writing form Along the right side of the screen will be a list of suppliers Point to the supplier you want and click All the information about that supplier will be automatically filled in and a list of the invoices that are currently not paid will appear in the large white box on the right of the screen You can now click on any invoice that you want to pay You will notice that it turns dark and the invoice appears over in the TO PAY LIST box You can click on as many of the invoices you want to pay at this time for this supplier Each will be added to the list to pay and the TOTAL TO PAY field will be updated If an invoice has not yet been entered but you wish to pay it select the ENTER CHANGE INVOICE button at the bottom of the screen and you will go to the INVOICE screen to enter the information Then click on the CHECKS icon again and select that invoice to pay WinJewel allows you to maintain up to 5 different checkbooks You should determine which checkbook this transaction applies to and make that selection under WHICH CHECKBOOK located at the top of the screen The next check number for th
247. tatements are complete for the month you may need to also post additional entries such as depreciation bad debt expense etc To do this select REPORTS G L ACCOUNTS G L JOURNAL ENTRIES and a separate posting screen will appear You will be asked for the month to post and then an entry worksheet will be displayed WinJewel becomes very basic here and relies on the fact that the person entering the data understands basis accounting We do not force debit entries to equal credit entries and we use words like AMOUNT IN to signify an increase to this account If you don t remember the exact general ledger account click on the ACCT heading and a drop down box will appear that you can scan to find the account Just click on it and 1t will be entered in the appropriate field Once you have reviewed all your end of the month reports and are satisfied that all entries have been made you can click on the lines MONTHLY BALANCE SHEET and get a trial balance sheet and MONTHLY INCOME STATEMENT for an income statement You should look at the difference between the Assets and Liabilities plus Capital and compare this to the Net Income figure Ifthese amounts are the same you are in balance and can click on the line CLICK THIS LINE TO BALANCE BALANCE SHEET for an entry to Retained Earnings If they are not the same you should go back through your journal entries and check that debits equaled credits Y 13 3 CASH FLOW ANALYSIS You can get a graph of your cas
248. tem to be moved WinJewel will create a transmittal form listing each item number its description and price and the location WinJewel is moving it from If you do not have time to enter everything select CLOSE and the form will be saved If you make a mistake on a given item just click on it and you can erase it from the transmittal When you are finished click on END PRINT and the transmittal form will be printed so it can accompany the items and be signed when the items are checked in at the new location Each transfer has a unique transfer number and the PRINT OLD button will allow you to reprint transmittal forms If you want to move the entire case of items from one location to another such a taking it to a show select REPORTS INVENTORY REPORTS MOVE ALL INVENTORY FROM ONE LOCATION TO ANOTHER The system will ask you to enter the from and the to location and all items will be transferred automatically However this method does not print a transmittal form Y 17 FILE FORMATS Y 17 1 CONVERTING FILES TO ACCESS FORMAT There may be occasions when you want to take the WinJewel database files and use them in other programs You can convert most of the files to a Microsoft Access format by going to SYSTEM SETTINGS CONVERT FILES TO ACCESS FORMAT Access files are so commonly used today that they can very easily be converted to almost all other databases Y 172 FILE FORMATS This information is provided for users who want technical
249. ter Wizard Install Printer Software The marmulachret and model determine vtech pirka coltvaste lo use A Select the manu actures and modal of your pure igs case tama A eae ri ag NR RN N Insert the mern acturer s nstaliston dsk and then Mernaaciues A Pinten A make sure thatthe correct dive is selected below Wang Zetra 1402 foto ePerpheral Zebra TLP2722 xr Zebea TLP2742 emir g A This hives is not digitally signed wiredone Update Tel me why diver signing e important 8 Select the file called usbprint inf 9 Click OK to Install From Disk 10 Click Next Locate File Look in O Seagull go inf File name usbprint inf Files of type Setup Information inf I Add Printer Wizard Install Printer Software The manufacturer and model determine which primer software to use Select the marfach rer and model of pour printer If your printer came with an installation disk cick Have Disk If your partes is not listed consult your partes documentation for compatible prier software Install From Disk Insert the manufacturer s installation disk and then Zebra T40 make sure that the comect drive is selected below Zebra TLP2722 Zebra TLP2742 Zetra TLP204 znasa Y J This iver ino tay sone 11 Select Replace existing driver click Next 12 Select No to the question Do you want to use this printer as the default printer Cl
250. ter from WinJewel we will mail you tags to get you started Labels can be ordered from Arch Crown 800 526 8353 part number TT 345 Be sure to ask for them on one inch cores WARRANTY INFORMATION WinJewel does not do warranty repairs To determine if the printer needs to be sent in you will need to contact Eltron at 1 805 579 1800 ext 7002 If you are certain that the printer is bad then contact Eltron at 1 805 579 1800 ext 1201 or by e mail at repair eltron com to get an RMA number and directions on how to ship the printer Y 18 4 ZEBRA ELTRON 2742 PRINTER ASSEMBLE AND CONNECT THE PRINTER Open the printer by depressing the two green tabs on the sides of the printer Assemble the label roll guide with the label roll in the middle of the roller Place it in the label roller slots with the labels feeding off of the top toward the front of the printer Pull the green lever on the right front of the ribbon assembly all the way forward to release the assembly Lift the assembly up until it locks in the upward position Feed the labels into the LOWEST possible slot behind the ribbon assembly The labels should appear UNDER label sensor in the middle of the roller area Adjust the label guides by turning the green gear wheel located low on the LEFT side in the area between the rollers and the edge of the case This will move the guides toward the labels and eventually close enough to slide over the labels and hold them in place Adjust so t
251. that interest is to be charged or if you just don t want to charge interest on the first month of a charge place a 1 in this box If you want interest the first month place a 0 Behind BEHIND Displays the number of months a customer is behind on their payment schedule E MAIL When entered the options to e mail are enabled This can be a very cost effective approach to mailings NOTES 7 Hotes ses new Hote If you want to make a special note for this customer click on the NEW NOTE gray button An outlined box will appear on the screen Type whatever you want and press ENTER This note will become a permanent part of the customer record and it will be stored by the date you entered the note To view previous notes that have been made on this customer click SEE NOTES The notes are in reverse order with the newest note at the top of the list Any letters or appraisals that have been done for this customer will also be listed with the notes 2 WinJewel Version 6 06 Build A1z Current printer is 2O00SERVER proca 4 Orders See Last Fi TT FAX Cast Name First Name s STEVENS aS SNE 6810 58TH PLACENE 54TH PLACE NE Save Cust City State MARYSVILLE a Balance Months No Int Behind redit Limit Agreed Payment AAA AnyTown tA AnyTown rec o S 4 360 658 9875 Fax 360 651 8716 Remove Cust Email his customer has the following notes 3 13 05 SENT LETTER ANNIVER 3 13 05
252. this list 360 658 9875 Fax 360 651 8716 NOTES can be a valuable way to separate customers For example you might want to enter a note on each of your special customers with the words Premier Customer and then you could access all of them by searching notes for that key word Once the system has identified a single or group of customers that match you can send each person in this group a special letter To do this select REPORTS CUSTOMERS A LETTER TO ALL ON FINDBY LIST and pick the appropriate letter to send In addition to the FIND BY button you can also find a customer by clicking on REPORTS CUSTOMERS and selecting SEARCH CUSTOMERS BY ADDRESS or SEARCH CUSTOMERS BY NOTES Y 5 4 SENDING CUSTOMER STATEMENTS Y 4 Discussion Statements for monthly billing are created based on the information stored in the customer s BALANCE MONTHS NO INTEREST and BEHIND fields Customer balances are created whenever the payment types CHARGE or LAYAWAY are used WinJewel gives the option to omit LAYAWAY balances from statements The printed statement is designed to show the customer s name and address in a standard window envelope so mailing labels are not needed _5 42 Things You Should Do or Know Before Starting The notes that appear on the statements must be set for the first time To set the notes that appear on the printed statements go to REPORTS ACCTS RECEIVABLE SET UNIVERSAL MESSAGE AND SET TO APPEAR ON EACH STATEMENT will t
253. time follow it by clicking on ADD NEW ACCOUNT NAME AND NUMBER When you are finished adding accounts click on the SORT G L ACCOUNTS BY NUMBER selection to get them in the proper number order Remember it is best to use the same numbers that your accountant has been using so you can compare historical costs to your old bookkeeping system Y 2 6 SET UP STAFF At this time you can enter all employees but you should enter yourself and give yourself permission to all screens When you enter each employee give them each a unique password and establish which features of WinJewel they will be allowed to use Click on the STAFF icon to access the employee security portion of WinJewel For now you can leave security turned off but you should give yourself permission to access all screens The next paragraph describes how to add yourself to the STAFF list and how to give yourself permission to access all screens You should do this now to prevent accidentally locking yourself out later when you do set up permissions Click on the STAFF icon Click on the ADD ONE button Enter your initials first and last name click OK Enter your name in the NAME fields Click in the CODE field Enter your initials again For now you are only using your initials as a permissions code you can change this at a later time after reading chapter 9 STAFF AND TIMECARDS Place a check mark in every check box 17 on this screen INVENTORY SEE and INV CHANGE SEE are options on
254. ting system The phone line will only be used each time that the module connects to the Internet We recommend a separate phone line be used By this we mean NOT the regular voice line for the store A line that is also used for the fax machine can be shared easily The phone line that the store uses to clear credit card sales is not recommended You will need to supply the Internet Email address of each of the other stores When a transaction is transferred to the receiving store then the inventory customer and sales files will be updated automatically Accounts payable repair and checkbook transactions are not transferred Y 16 4 MOVING INVENTORY FROM ONE STORE TO ANOTHER When you set up inventory for multiple stores it is easiest if you establish unique case numbers for each store For example use case numbers xx for the main store 1xx for store number 1 2xx for store number 2 and so forth Then when you enter the item s Stock Number the LOCATION field will tell you both the store and case location for the item If you move the item from one location to another bring it up on the Inventory Screen click on the LOCATION field and enter the new location of the item If you want to move several items from one location to another select REPORTS INVENTORY REPORTS MOVE SELECTED INVENTORY TO ANOTHER LOCATION A transfer screen will appear where you can enter the location you are moving items TO and then enter the STOCK NUMBER for each i
255. to each record This number is displayed just below the FIRST NAME field There are some special features in WinJewel that use this number but generally you will only need the customer name or phone number to use customer records Special information can be saved along with each customer record for example anniversary or birthday dates Balances payment standing and credit limits can also be saved with each customer record In addition notes can be attached for any purpose you want All of this information can be used for creating mailings tracking special requests and identifying special customers _5 12 Things you should know do before building a customer database Customers can be added from any screen that has customer input fields Customer s are assigned a unique number Customers must have a LAST NAME All other information is optional It is important to remember this when retrieving existing customers Existing customer names should always be retrieved from the list not re entered Re entering an existing customer s information will create a second separate entry for this customer Y 5 1 3 Enter a New Customer Click on the CUST icon and the customer screen will be displayed To enter a new customer all you have to do is fill in the phone number name and address information and click SAVE CUST OPTIONS A second phone number field can be added to the customer record This option is found under SYSTEM SETTINGS TURN ON OFF SECOND PH
256. ton located above the reorder number can be used to mark items that you want to re order After the items are marked go to REPORTS INVENTORY REPORTS PREPARE LIST OF AUTO REORDER MARKED ITEMS THAT HAVE BEEN SOLD and get a list of all items that should be reordered GRAMS KARAT and COLOR optional Enter the weight of the gold in grams and the karat of the gold in the KARAT box Example 14 Do not follow the number with a K Enter the COLOR by making a selection from the drop down menu do not type in the color code DEPARTMENT required Select the department you want to assign this item to TAXABLE or NON TAXABLE required The default is taxable but if for some reason this item should be treated as non taxable you should make that selection by clicking on the circle MULTIPLE UNIT ITEM optional WinJewel software recommends that retailers do not use this field for individual items Check this field for a quantity of identical items When this box is checked a new drop down menu will appear Select P for recording quantity or W for recording weight The sale history boxes will also be change The DATE SOLD CUSTOMER SLIP SOLD PRICE and WHO fields will be replaced with REORDER QUANTITY WEIGHT and QUANTITY WEIGHT IN STOCK DATE PURCHASED and INVOICE NUMBER required The information you entered when first starting this inventory are copied into these fields Skip or change these fields as required COST required Do not use the
257. totally eliminate the invoice record When a supplier is selected you can click on SEE OPEN or SEE PAID to see all open or paid invoices for this supplier Lastly at the very bottom of the screen is the WRITE CHECK gray bar Selecting this will take you into the Checks portion of WinJewel Y 10 2 TURNING ON OR OFF THE AUTOMATIC BILL REMINDER If you would like to have the system remind you that there are invoices due in the invoice file that are not paid yet go to SYSTEM SETTINGS TURN ON OR OFF AUTOMATIC BILL REMINDER Each time you start the WinJewel program you will be shown all of the invoices that are due You can then decide if you want to pay them If you do go to the CHECKS screen and write checks for the due bills Y 10 3 INVOICE REPORTS The following reports are available by selecting REPORTS INVOICE REPORTS INVOICES DUE REPORT Unpaid invoices where today s date is equal to or later than the date due INVOICES BY SUPPLIER REPORT Either current invoices due or all invoices entered for this supplier LIST OF OPEN INVOICES All unpaid invoices INVOICES FOR A SUPPLIER IN A TIME PERIOD INVOICES PAID IN A TIME PERIOD Y 10 4 EDITING INVOICES There are a couple of editing features that are also available under REPORTS INVOICE REPORTS that may be helpful SET CHECKS TO PRINT OR NOT PRINT will automatically send the check information to the printer to print the check If you turn this on you will need to go to PRINTER SETTIN
258. ttom of the screen Click on the slip to be reversed and click on REVERSE a Click on the ADJ DATE button to change the recorded date of the reversal b Click on the REVERSE button to reverse the slip on current date ERASE a SALES slip Enter the customer information Select a Salesperson Click on the PREVIOUS button near the bottom of the screen Adjust the date if required or desired With the right mouse button click on the slip to be erased Enter your code you must have permission in STAFF With the left mouse button click on the slip to be erased It is now erased RETURN an item Enter customer information Select a salesperson Enter the item stock number Click on RETURN when the message box appears If refunding the total to the customer click on CASH CHECK BANKCARD payment types If giving a store credit instead of a refund click on CHARGE Click on End Line Tax or No Tax Click on End Slip REVERSING a sales slip that included payment with a GIFT CERTIFICATE Gift Certificates can not be refunded their value can not be increased After reversing the slip a Method 1 issue a new gift certificate for the amount refunded b Method 2 erase the entire gift certificate and issue a new gift certificate for the entire amount 1 To erase click on REPORTS SALES REPORTS GIFT CERTIFICATES SALES SALES 1 SE S000 NOY OU 00 19 SALES DARN SELL A GIFT CERTIFICATE must have a Department marke
259. ur camera scanner Select the view letter for this image A F If no letter is clicked the A choice will be used Click OK DEPARTMENTS Add a NEW DEPARTMENT AO A EIN Click on REPORTS Click on DEPARTMENTS Click on SEE CHANGE Click on CLICK THIS LINE TO ADD NEW DEPARTMENT Enter the new department name Enter any other customization details for the new department Click on SAVE EXIT CUSTOMERS Find a customer from customer screen ARON Click on CUST screen Enter the first few letters of the customer s last name in the phone field Press the ENTER or TAB key on the keyboard Select the customer s name from the list Click the SAVE CUST button CUSTOMERS Find a customer s balance from SALES screen ARON Click on SALES screen Enter the first few letters of the customer s last name in the phone field Press the ENTER or TAB key on the keyboard Select the customer s name from the list If the customer has a balance the balance will show between the NAME and first STEET ADDRESS MAILING LABELS for customers that have purchased over a designated amount in a time period ON ADIOS 9 COON If first time with new labels click on REPORTS MAILING LABELS Click on SET SPACING ON LABELS Use drop down menu to select pre defined Avery label formats Click Save Exit Click on REPORTS CUSTOMER REPORTS Click on CUSTOMERS THAT HAVE PURCHASED OVER DESIGNATED AMOUNT IN A PERIOD This creates a fi
260. ure miii cias 128 NA RR RAR Screen Protection O am eamh er TOR T S 24 30 36 67 77 122 125 129 130 132 161 163 170 MM e a O O anto a Sticky Notes A NN LIME a A cts ela Wanted ta Adjusting for Breaks Message Previous Time Period See Schedule Statements eee Stock Numbers iii ed A A ete SONGS Hd ee A A eves eee Style Numbers 2s sects cade cloaca ee e ados SUppliers cocinada Adjusting Prices Buying Group coches Iommhgomrmah AEA REAR AEGEE EES AEAEE seh ek AES AEE E ANAE ARNE EE EEE EENAA Changing Stoek NUMDEtS it aaa A a ea Ra n abet e eke el 0a A on S alan 138 Deleting Entering New Suppers iii AA AI AAA Rara 136 Letters and Labels 66 71 94 99 107 A NR 115 175 193
261. urity for your store s specific version of WinJewel including the name of the store it s address and the store logo If you copy your license file from the WinJewel website then you will receive a single file called makeone exe This file should be downloaded directly to the WinJewel folder This file is a self extracting compressed file that will install your license files when you double click on it Downloading a license file from the website i From your primary server computer only go to www WinJewel com ii Click on the Customize page iii Right click on the link for your store iv Click on Save Target As v Save the makeone exe file into your WinJewel folder on your primary server computer only Answer Yes to overwrite the existing file vi Open your WinJewel folder on the server machine vii Double click on the makeone exe file that you just downloaded viii A black COMMAND PROMPT window will open Answer y yes to the 3 or 4 overwrite questions The COMMAND PROMPT window will close 214 Update and Sort To get the most current version of WinJewel you should update from the Internet now It is important to update regularly to receive the most current revisions In addition regular updates will help keep you current with changing technologies and help you avoid conflicts with operating system and security system changes To update WinJewel 1 Open your Internet connection if your
262. urn on a note at the bottom of the statement SET UNIVERSAL MESSAGE NOT TO APPEAR ON STATEMENTS will turn this note off Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM CREDIT RATING notes will print according to a customers specific credit rating based on MOS BEHIND To set and turn these notes on go to REPORTS ACCTS RECEIVABLE POST INTEREST TO ACCOUNTS Click on the SET NOTES button Click on each NOTE NUMBER line to set the note for each credit rating CLICK THIS LINE TO END CHANGING NOTES will return you to the POSTING INTEREST TO CHARGE ACCOUNTS screen Click CANCEL EXIT to return to WinJewel without posting interest Layaway amounts are included in the customer s balance To exclude layaway amounts from posting interest go to REPORTS ACCTS RECEIVABLE POST INTEREST TO ACCOUNTS Statements for customer s with Layaway accounts will print unless turned off To turn off printing statements with layaways go to REPORTS ACCTS RECEIVABLE SET STATEMENTS TO NOT PRINT LAYAWAYS 5 4 3 Posting Interest Before statements are printed interest should be posted to accounts with a balance due To post interest click REPORTS ACCOUNTS RECEIVABLE POST INTEREST TO ACCOUNTS and you will be given the option to post monthly or daily The normal method is to post inte
263. ving the words You currently owe lt BALANCE gt and have agreed to monthly payments of lt AGREED PAYMENT gt will be converted into You currently owe 1235 and have agreed to monthly payments 500 or whatever amounts are in the customer record These substitute words must be entered exactly as shown to be replaced You should include a space and the for dollar amounts just before each and just after each word to be replaced The keywords you can use are lt LAST NAME gt will replace with the last name lt FIRST NAME gt will replace with the first name lt ADDRESS gt will replace with the street address lt CITY gt will replace with the city name lt STATE gt will replace with the state 2 initials lt ZIP gt will replace with the zip code lt BALANCE gt will replace with the current balance lt AGREED PAYMENT gt will replace with agreed payment lt CREDIT LIMIT gt will replace with the credit limit lt PHONE gt will replace with the first phone number Y 5 9 CREATE EDIT OR ERASE A FORM LETTER These selections can be found by using the procedure above or selecting REPORTS SYSTEM SETTING and either CREATE OR EDIT A FORM LETTER or ERASE A FORM LETTER WinJewel normally stores customer names and addresses with all capitalized letters However the default setting in WinJewel for Statements Letters and Appraisals will be upper and lower case You can change this setting by going to REPORTS SYSTEM SETTINGS SET P
264. w loaded into the CHANGE BOX and you should change this to the correct number and hit SAVE CHANGE The pictures of tags across the top of the screen will also change to show the same number listed Now go to REPORTS INVENTORY REPORTS TAGS ADD REMOVE or PRINT PRICE TAG LIST If no tags are listed enter enough tags for previously entered inventory items to at least fill several lines of the tag sheet You can use the same number over and over for this test but remember that it must be a valid unsold inventory item or WinJewel will not print a tag Hit PRINT NOW OK and then select LATER when asked and this will keep the items in the file to use over and over for testing Look at the printout and compare it to your blank tag sheet to see if you need to make any adjustments It is possible that the default settings in WinJewel are just right but if not you should first change the vertical spacing To make the printing larger or smaller click on THE FONT SIZE NOW IS and change the number either larger or smaller You can use decimals for the font size up to two places Example 6 25 Keep experimenting with this number until you get the vertical spacing to be exact Note the horizontal spacing may be thrown off by changing font size so only worry about the vertical spacing for now Next you will set each of the horizontal positions for your tag sheet This is done by changing the settings for the various POSITIONS The settings can only be w
265. will appear Simply check one selection under each category Customer Profile No Statements No Mailings No Charges No Checks Never Interest Wholesale Resale Number Profession Area Live Where Heard C Housewife Salem C Newspaper 1 C Office Worker C Keizer C Newspaper 2 C Professional C Albany C TY C Retired C Corvallis C Radio 1 Marital Status Unemployed Scio Radio 2 Married C Laborer C Stayton C Direct Mail Single Retail C Dallas C Referral Teacher C Other C Seen Sign C State Worker C other C other C other other C other other C other other other C other other Source C Purchased List C Walk In C Referal C Coupon C Unknown C other a gne Profile of Analyze Credit LARRY STEVENS Detailed Profile other Total ns OCOC Purchases 1979 You can customize the categories and components that appear on this screen to be specific to your needs Go to REPORTS SYSTEM SETTINGS CHANGE LABELS FOR CUSTOMER PROFILE Each line under the individual section headings will be listed one at a time and you can change the description to anything you want It is sometimes easier if you do a screen print of the PROFILE screen before you make changes so you know where you are You will probably want to change AREA LIVE section for your particular market area Any changes to these labels does not change the information already in the file but simply re labels it so 1t is best for consistency to make all changes before
266. will automatically use the second price field for sales Y s CUSTOMERS Building a good customer database is one of the best things a jewelry store can do The ability to quickly see all that you have done with each customer will improve service and allow better individual customer decisions Knowing their previous purchase history their credit standing with you letters you have sent them appraisals you have done and any special notes or warnings can really assist in making better sales WinJewel Version 6 06 Build A1z Current printer is 2ZOOOSERVER HP LaserJet 4100 PCL 6 EEE D i is E us ervice Appr ats jer woke Budgets Reports ZLE Phone See Last Findby a el 360 658 9875 FAX Cast Name First Name s STEVENS anny ress 6810 54TH PLACE NE Save Cust AnyTown a at t Anytown CA 9001 Pa th Guy 360 658 9875 Fax 360 651 8716 En late MARYSVILLE Wa 68270 I Remove Cust al redit Limit Agreed Payment lance ae No Int Behind Email 00 O 0 fhis customer has the l notes 3 13 05 SENT LETTER ANNIVER 3 13 05 APPRAISAL 100 01111 2 13 05 SENT LETTER SALE 1 13 05 LOOKING FOR A 2CT PRINCESS OA VVS AND F IN COLOR CHECK INTO PRICE 12 13 04 INTERESTED IN RUBY EARRING 10 28 04 Entered in Y 5 1 BUILDING A CUSTOMER DATABASE Y 5 1 1 Discussion The customer database keeps a record of all names entered into WinJewel and assigns a unique number
267. will not be deducted and a note will be printed on the timecard If you change this setting it will impact all current timecards even if the break was taken before the change Y 9 6 LEAVING AN EMPLOYEE A MESSAGE A message can be left for any employee by clicking on the CLOCK icon then click on SEND MESSAGE and enter a message in the large center box This creates the message Click on who you want to send the message to as many as you want or All Staff Members and click on your name as a sender Then click on SEND MESSAGE again The next time that the employee clicks on his or her name to check in or out they will be notified that YOU HAVE MAIL and they can review all outstanding messages Y 9 7 STICKY NOTES General messages or notes can be pasted to the screen for anybody to view Just to the left of the HELP icon is a small button with an S that designates stick notes These are just like the stick notes you buy in the supply store except they are electronic If you want to paste a sticky note on your PC screen click on the S and a yellow note will appear Put the cursor inside the note and you can type a note to yourself You can move the note anywhere on the screen by holding down the left mouse button and dragging the note where you want Multiple sticky notes can be displayed at one time To delete a note check on the small X in the upper right hand corner of the note and it will disappear Y 9 8 EMPLOYEE WORK SC
268. will use the last format used DAILY and MONTHLY SALES REPORT The following examples are used to illustrate how a layaway is recorded on sales reports and how layaway transactions affect sales and tax totals The examples occur over a four day period A MONTHLY report is illustrated for each day in this example This example reflects the normal default method for handling layaways The alternative method is not illustrated in any of these examples 54 DAY 1 A regular sales is made The layaway will occur on day 2 The item on day 1 is a men s watch with a retail price of 153 00 sales tax of 11 09 and total of 164 09 Notice that the Total of taxable sales Total of all sales Gross Profit Total of all tax Total of all tax and sales and Total of all Deposits DO reflect the cash transaction Sales Slip Day 1 555 Anylown PETT i Jewelers A 12 Any Sree Form of payment LARRY STEVENS ay Lol Cash 164 09 6810 54TH PLACE NE MARYSVILLE WA 98270 Customer 1 Number Description Quantity Price Tax Total re 100 00008 CITIZEN MENS WATCH 1 153 00 11 09 164 09 ae TOTAL 153 00 11 09 164 09 Em a _ Thank you for choosing AnyTown Jewelers The current account balance is 00 The agreed monthly payment is 5 00 Thank You BOB BULLICK Monthly Report Day 1 Daily report is identical on this day because there is only one transaction Printin
269. x frisos 60650 0675 Emma appears CCAA tlmg rs you that z MARYSVILLE This item has already been sold JEOBBULLICK Bt Bt the item is Aha ot already sold Click OK E 5 Another message o EB A a Ee box 11 16 04 FAX z 0 appears asking Is Sales A i dl a m Click s YES A negative amount for the original sale will be placed in the PRICE field 6 Select a payment type a GIVE A STORE CREDIT INSTEAD OF A REFUND WinJewel allows you to return an item and give the customer a store credit instead of refunding cash Hint Make a fresh TRAINING COPY to try these procedures options reports or settings The TRAINING COPY will show how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM i Use this procedure if the customer 1 is only returning items and the difference will be given in a store credit 39 2 OR is purchasing at the same time AND the purchase amount is less than the refund amount AND the refund will be given in a store credit 3 OR is purchasing at the same time AND the customer will be charging store charge not bankcard the sale ii Click on the CHARGE payment type iii Click on END LINE TAX or END LINE NO TAX 2 WinJewel Version 6 05 Build A2g Current printer is W2000SERVERAHP LaserJet 4100 PCL 6 FA Fa 4 LARRY Eds 123 Any Street 6810 54TH PLACE NE AnyTown CA 90001 MARYSVILLE wa 98270
270. y be required to contact the manufacturer of your external equipment for additional support Most scanners use a wedge connector that plugs into your computer at the key board connector The keyboard plugs into the scanner wedge Your scanner may require additional setup steps to work with your keyboard If your keyboard no longer works after connecting the scanner refer to the scanner s user manual or contact your scanner manufacturer for support The typical fix is to scan the appropriate barcode in your scanner s user manual PLEASE NOTE The tag printer you order may not come with ribbon or labels Contact your printer supplier or other suppliers such as www archcrown com 800 526 8353 for printer supplies Ribbons and Tags are printer specific You need to provide the supplier with your printer information when ordering tags ribbons If you need to contact WinJewel support for assistance with your tag printer please have model number and tag style number ready We will need this information to provide support 181 1 Things you should do or know before getting started WinJewel requires that a printer be installed on your computer system There must be a default printer available to each computer to handle normal printing jobs Installing a tag printer on a computer with no other printer available could cause damage to your tag printer The tag printer should NEVER be selected as the default printer Your tag printer may come with a CD
271. y shelf To avoid having to do this procedure WinJewel Software suggests that you limit the items you enter as multi unit Once the item is assigned a stock number the layaway is handled normally The normal sequence for starting a layaway sale is Enter the customer information Select a salesperson Enter the item information Select the layaway payment type Select START LAYAWAY End the line start a new line Select the PAYMENT payment type Select LAYAWAY PAYMENT Enter the amount of the initial payment 10 End the Slip 11 Confirm payment options 12 Slip prints bo 99 2 65 th ie uo b9 Y _3 144 Start a Layaway Item is Entered into Inventory with Unique Number 1 Enter the customer information 2 Select a Salesperson 3 Enter Item stock number in the Stock number fields Items can only be put on layaway if they have a valid inventory number 4 Select Layaway Payment type option button a Select Start a Layaway J WinJewel Version 6 05 Build A1c Current printer is 2000SERVER HP LaserJet 4100 PCL 6 BAE cS ervics S 10 26 04 360 658 9875 STEVENS i 16810 54TH PLACE NE SAEN 2 4 4242 MARYSVILLE wa feszz0 EILE 00012 MANS 18K AMETHYST RING WITH 4 BEZEL SET 3 5 CT DIAMONDS IN A BASKET WEAVE SHANK 82 50 ACCESSORIES WATCHES O ET O End Line HoTax Q 5 Click End LineTax or End Line No Tax button 44 6 Select Payment Payment type option button a Click on
272. yment type End the line start a new line End the Slip Confirm payment options Slip prints OPN Oy ee rae bhaijee This sequence may change slightly for special sales types such as layaways or in store charges V 3 3 Enter the Customer Information DISCUSSION ALWAYS CHECK TO SEE IF THE CUSTOMER ALREADY EXISTS IN THE CUSTOMER FILE The first step to starting a sale is to select a customer or click on the NO NAME button if the customer is anonymous Existing customers can be retrieved from the sales screen As a convenience new customers can be added from the sales screen also Because customers can be added it is important that existing customer information is not typed in completely but instead must be retrieved from the existing customer file Any customer information saved on the sales screen will create a new customer record even if the information is identical to the existing customer record This will create a second entry of the customer that is independent of the existing customer record There are two methods to retrieve an existing customer from the sales screen You can either e Enter a customer s phone number in the PHONE field e Enter a customer s last name or partial last name in the PHONE box When you enter letters in the PHONE No Name field WinJewel knows to check for a last name instead of a phone number 29 You can also do a FIND BY search of the customer s FIRST NAME or ADDRESS by using t
273. you see how these functions work before effecting the actual data See section 2 8 SETTING UP A TRAINING PROGRAM Y_4113 Use a Store Map To use this feature go to the INVENTORY screen and click on the MAP button located near the bottom of the screen Date Sold Customer Find By Suppliers Hew Inv Decode This will display a sample store layout Y 4 114 Mark the Location of the Item Select the location the item is or will be located by clicking on the image of the case Y 4 11 5 Modify the Map WinJewel uses the Paint function of Windows to build this layout and it is helpful if you understand how to use Paint to use this feature If not you can use the following simple approach to building you own store layout 1 Click on EDIT MAP This will open the Microsoft Paint application The file of the map is called storel bmp Map Name Storel Location Name vi store1 bmp Paint DER a H H da la B muis Ca ETEN m RIS For Help click Help Topics on the Help Menu 2 IMPORTANT The size of the store image cannot be changed The original size is 406 pixels wide by 351 high pixels high If your store image does not open after editing it check the size under the Image menu then attributes Use the Help menu for detailed assistance using MS Paint The following is a quick guide to editing the store layout 3 a b c The following steps are done only in MS Paint Select IMAG
274. you start entering customer data Across the top of the PROFILE screen are some important selections you can set for this customer NO STATEMENTS will exclude them from any statement printing NO MAILINGS will exclude them from all mailings NO CHARGES will display a special message on the SALES screen when this customer is entered notifying the salesperson that we do not want to accept any more charges NO CHECKS notifies the salesperson not to accept checks NEVER INTEREST means to not post interest to this account WHOLESALE designates this as a wholesale customer which will result in No Sales Tax applied to any transactions Just under the customer name at the bottom of the screen is a box labeled TOTAL PURCHASES This field will list the grand total of all purchases for this customer If you want to adjust how this field is computed go to REPORTS CUSTOMERS REFIGURE TOTAL PURCHASES FOR EACH CUSTOMER and you can set it to only display total purchases from a given date range such as purchases for the current year only Normally you will want to use today s date for the ENDING DATE You can also have this field displayed directly on the Sales and Customer screens by selecting REPORTS SYSTEM SETTINGS SHOW PURCHASES ON SALES AND CUSTOMER SCREENS WinJewel also keeps track of this customer s payment history Click on ANALYZE CREDIT to show the months this customer has been current under number 1 or behind by number of months 2 9
275. yout Tag Align Go to Windewel Printer Settings Save Close 4 Make sure This Computer Only is checked and Use 3 lines or Use 4 lines is identical to what you selected in Tag Align 5 You can use this page to select what you want on each line of the tag There is no code for barcode because barcode is not selected on this screen 6 The example on this screen shows that 99k on line 1 of the Ist side will print the value of Karat and the small case letter k for the item being printed If the item does not have a value in this field in inventory this line will be blank 7 Click on Save Change to close this window Change Tag Printing Order of Information 333333333323131323332332131333313113 45 44044 49 555555555 66666 NT Stone Clarity 4 JIJI Stone Color amr 99 Lowe case k Stone Cut 44 LLL Stone Shape 1 K Invoice Bate DIILI Second Cost mazi r a DEFAULT Vd forty aerea Chang A F Thi ART Gi 1st Side Line 1 cobros Myou are ga y use id screen he information will apperar on the right side of the tag and the bar code and stock i will be on the left 4 MOO ac my IOOOOOU0UGODO Second Retail must be turned oj Make sure This Computer Only is checked and Use 3 lines or Use4 lines is identical to what you selected in Tag Alig Yox an use this page to select What you want on each line of the tag There is no code for barcode because barcode is
276. yped into instead of choosing something from the list with the mouse What you type must be on the list for it to be valid LIST BOX SEARCHING FOR MATCHES IN LAST NAME A list box may have a list of STARTS JOE 33232 CASA DULCE LANE AGUA DULCE STABILE LOVIS 31308 NO BLUE SKY WAY CASTAIC nenas from which to choose If the list is longer than the box can show at one time a bar with two arrows will appear on the right of the box Use this bar and arrows to see more of the list Point and click at the item that you want to choose STAHL JOHN SHIRLEY 17274 SAN FERNANDO MISSION BLVD There is a slider button showing if the scroll bar is visible This button can be used to quickly scroll through the list Place the mouse pointer over the slider button hold down the left button on the mouse and move the mouse For reference the height of the slider button is proportional to the size of the list that you are able to see at any one time Many of the list boxes have a long gray button along the left edge of the box If you see one of these and click on it you will see the box expand to full screen size This will make it possible to see more information in the box If you click again on the same long gray button the box will return to its regular size CHOICE BUTTON A choice button will allow you to choose one choice from a series of choices Point and click on the small round circle just to the left of the label The button will

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