Home

DataManager User`s Manual

1. Sub Total 50 00 Discount Total 0 00 Discount o0 Misc Charges Receipt Total 0 00 Receive Save example above shows items for the Taxable Grocery inventory category Enter information in all applicable fields Once the information is entered you can choose either to receive the information or Save it for application at a later date Clicking Receive prompts you to print items received Click Yes or No Inventory Receipts displays your receipt in chronological numeric ordet To change print or delete receipts right click to access these options Inventory Receipts El x Receipt iion H af Items 1 2 i 2 COPYRIGHT 2012 TRIPLE TECHNOLOGIES Print Receipt Change LLC DATAMANAGER USER S MANUAL 28 Inventory Adjustments Adjust OnHand quantities of Inventory Items due to shrinkage waste or other reasons See chapter 7 for details on how to enter these Reasons Select Inventory Adjustments from the Inventory Tab Inventory Receivables Sale Add an Item show the Items List 5 Inventory Receipts Inventory Adjustments The following table appears on the screen Initially it will be blank Select Add to access the Adjustments Table Inventory Adjustments Category Find Irem The date will automatically fill Selec
2. PPP multilink framing Server IP address 10 0 0 150 Client IP address 10 0 0 151 LAN or High Speed 1 Local Area oe Em Connected eate Shortcut vmxnet3 Et Local Area Connected a vmxnet3 eH e Click Status Click the Details tab o Write Down Server IP Address for VNC etc e View Dial up Networking lt COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 94 Wait for connection Double Click on the Icon for VNC VNC Viewer Connection Details x Server C Encryption Ajways Off m About Options IL ox Cancel Type in the IP Address for the dial up computers Obtained from above You should now see the desktop for the cp720 system Dial Up Synchronization To synchronize site and server information through dial up Open Data Manager the server Click on the Dial Up Synchronization icon You can select the Start Time for your synchronization on this screen to synchronize on a schedule To synchronize immediately press and hold CTRL key and click each site to synchronize Click the Synch Now button 68 Synchronization in 46871 seconds Defaults Start Time How long since Date Time Sales How long since ue Ste Number Op State Sales Pulled Pulled for Site Customers Pushed 1 Randu o 1
3. 5 Configuration Private Card Types Purchase Order Status Codes Quick Menus Terms Codes Units of Measure OF Close COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 74 The POS Configuration list will either be blank or set up by Triple Technologies Each POS register or Fuel Control Terminal FCT will need to be configured prior to operation Each POS or FCT will be displayed in the list POS Configuration _ m x FOS escription 101 Register 1 102 Register 2 901 Fuel Control Terminal 1 902 Fuel Control Terminal t 2 903 5 FumpT oolbar Add Close Click Add for a new entry To change the setting highlight the entry and click Edit The following appears General Quick Menus POS Identification POS Number 01 Description Register 1 Display Scanner Fort 3 Final Delay Scroll the More Menus Credit 2 wiper Port 1 Fore Color Back Color al Cash Drawer Click on boxes ta change Pedestal color Far Account Payments Receipt Printer Open For Check Payments Printer Part For Credit Card Payments Default Receipt Open For Other Payments Receipt Printer Cuts Paper Paper Cut String Allow Commercial Receipt Enter the required data COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMAN
4. Default colors are used Click each box to change appearance Is a Return Check this box to have item selected appear automatically as a return overring Qty Prompt Check this box to prompt cashier for multiple quantities at time of sale When finished click and repeat with the other buttons until the category is complete COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 73 Repeat process until merchandise is assigned to appropriate tabs buttons When finished the list looks similar to the example below ee Fountain and Coffe DRINKS Fried Meats FRIED MEATS Fried Snacks FRIED MISC Grilled Snacks GRILLED MISC Ice Cream Treats CREAM Merchandise Coupons COUPONS mi Miscellaneous MISC Store Services STORE SERV Add Close The Quick Menu tabs must be set before the Point Of Sale POS features can be configured POS Configuration Each POS register must be configured with quick menu buttons printers and other hardware selections To access POS Configuration select Table Maintenance from the File Menu or Toolbar 18 OneTouch DataManage File Edit Customers In aa V Sites Table Maintenance D Table Maintenance A nie h Double click POS Configuration Highlight and click Table Maintenance Select table Sale Reasons Other Payment Types Reasons
5. 7 Mt Jackson 1ilhrs 18min 1272772010 00 40 hrs 57min Synch Close e Click CLOSE to close the synchronization window Note For syne to run automatically later in the day night you MUST leave the window open COPYRIGHT 2012 TRIPLE E TECHNOLOGIES DATAMANAGER USER S MANUAL 95 Lac Exporting OneTouch Data This function is used to export sales and cardlock invoicing data for use in 3rd party accounting systems or Excel The Export option is accessible either through the File option or the Toolbar File Edit Customers a E Sites Reporting window Helr Table Maintenance e Site Configuration iL ult Export Daka 7 Export This is the default export in DataManager Triple E Technologies LLC can customize this layout or design a new export based on your specifications Esport Information Save Exported Data to Replace file if it exists Put Field Names into 1st Row Aun Cancel Click the box to select the file location destination of exported data Seve in a zEETechnologie tj EJ Desktop Documents Comput TER H Fie name Seve ws Cave as ype Text Fixed Length txt Cancel My Nelwark Make all other necessary adjustments and click SAVE then click RUN Enter dates using this format MM DD YYYY for the range of data
6. Invoicing Step 2 The Invoice Preview Before generating invoices display the Invoice Preview to verify all customer pricing Click the Reporting option and highlight Report List or click on the icon located on the tool Sales Reporting window TT lt zu i Reports List oie Reports List The following appears Mil Reports List Report Title t Category Report Name 8849 FET SET Report Receivables 00 5 Aged Trial Balance Receivables eee D062 rpt Credit Card Reconciliation Report Sales eee0036 rpt Credit Card Transaction Report Sales 0005 Credit Card Volume amp Charges Report Sales 0044 Daily Card Sales Report Sales 003 Daily Journal Report Sales 0022 Enhanced Fuel Sales Report 0023 Finance Charge Report Receivables 0041 Gallon Summary Report 0038 Invoices Vehicle Format Receivables eee 0063 rpt Loyalty Card Sales by Card Sales eee 0046 rpt On Account Report Receivables 0031 Payment Details Report Receivables eee 0064 Payment History Report Receivables 0055 Prepaid Card Status Report Sales 0054 Private Card Listing 0039 Private Card Sales by Card 0032 Private Card Sales by Product 0033 Private Card Sales Report by Card and Date 0043 Private Card Sales Report by Card Number 0047 Private C
7. TRIPL TECHNOLOGIES ONETOUCH DATAMANAGER 3 12 0305 USER S MANUAL rights reserved No part of the contents of this document may be reproduced or transmitted in any form without the written permission of Triple Technologies LLC The information contained in this document 1s subject to change without notice Although Triple E Technologies LLC has attempted to ensure the accuracy of the contents of this document this document may include errors ot omissions The examples and sample programs are for illustration only and may not be suited for your purpose You should verify the applicability of any example or sample program before placing the software into productive use This document including without limitation the examples and software programs is supplied As Is The Triple E Technologies LLC logo and OneTouch DataManager are registered trademarks of Triple E Technologies LLC Other brand names or trademarks associated with Triple E Technologies products and services are trademarks of Triple E Technologies LLC All other brand names and trademarks appearing in this manual are the property of their respective holders Comments Please e mail all comments in this document to helpdesk e3tek com Triple E Technologies P O Box 2677 Post Falls ID 83877 Phone 208 777 9300 Fax 208 777 9304 Table of Contents PREFACE E A M een ee 6 t GETIINGS
8. Time This 15 automatically populated with today s date Enter the time of sale Optional Customer Select the customer from drop down list Discount Select the discount Optional Card Number Select a card number Optional Odometer Enter an odometer reading Optional Driver Identifier Select an entry from the drop down box Optional Vehicle Identifier Select an entry from the drop down box Optional Items The Find button displays a list of inventory items Click one or more items by holding down the key then click Select These items are added to the sale Change the quantity and or the unit price if needed When all items quantities and prices are entered click the Apply button The sale is posted to the customers account and another sale can be entered Click Close when finished COPYRIGHT 2012 E CTEGILNOIOOGIES Ling DATAMANAGER USER S MANUAL 56 Rebuilding the Sales Summary Sales Reporting Window Sales List Sales Entry Rebuild Sales Summary Credit Card Search i j Sales Reports Several reports in the system depend upon sales summary data stored in the OneTouch database The sales summary data itself is updated when sales occur Although uncommon it is possible that sales data becomes corrupted Running this menu option should be done at the direction of a technical support representative It is safe to
9. City State Zipcode Post Falls jo 83854 Make changes as needed Click Synchronization Settings tab Enter zero in all fields unless site is dial up then click OR COPYRIGHT 2012 TRIPLE E TECHNOLOGIES DATAMANAGER USER S MANUAL 02 LLC Change Site Click OK when finished Connecting to a Dial Up Site To connect to a site through dial up Open DataManager on the server Select Sites icon Double Click the site you would like to connect to Click the tab Synchronization Settings 7 Sites SEE Change Site inch irse ia Up Phone T Customers ventory COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 93 Copy phone number Close DataManager Double Click the OneTouch Dial Client icon on the desktop Paste or type in the phone number to the site ___ 1 5 1 Click Dial e Click NO when prompted to make phone number permanent gt a OneTouchSync nts CP720 System ptio ter untitled Ext Connect OneTouchDialClient rk iss ead pa Propertie Right click on Network Places e Click Properties to view settings Network Connections Ea Device Name Zoom 56K Data Fax Dualmod Device Type modem Server type PPP Transports TCP IP Authentication MS CHAP V2 Compression
10. Enter a Description an amount and check Adjustment box Click Apply when done COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 49 The second way to enter opening balances is to enter manual sale with an inventory item of Balance Forward Entering the beginning balance this way allows you to apply finance charges and payments against these transactions Begin by adding an inventory item with the description of Balance Forward see Ch 3 Vendors and Inventory for these steps After adding the item use Sales Entry to perform a sale for this item Sales can be back dated if necessary Perform the invoicing steps in this chapter after entering opening balance sales This will generate invoices for all new customers and allow for posting of payments and finance charges Pricing Categories Pricing categories creates a list of inventory items and or inventory categories which will be grouped together and given a single price level for a customer For example a price category might be grocery items In this category you list the grocery items in your inventory Or you could list the grocery items separately Another pricing category might be fuel Within this category you list the fuel items to be discounted To access Pricing Categories open Table Maintenance and scroll down to Pricing Categories as shown below Tabl
11. Post Falls ID 83854 Bill To Westring Customer Account 2589 555 Main Street Salt Lake City UT 99999 Page 2035 11 23 2009 NET 10 Ori Orig Trans POSRecept Location Date Time Veh Dw Descrpton Prie Amount Price Amount 330034 Triple E Technologies 11 02 2009 09 50 Midgrade Fuel 28000 3010 9428 3010 94 28 330034 Triple E Technologies 11 02 2009 09 50 Diesel 2 46000 2770 12742 2770 12742 330034 Triple E Technologies 11 02 2009 09 50 Unleaded Fuel 25000 2580 7450 2980 74 50 For Card Totals For Card Total Qty Total Ami 99 000 286 20 M 4 5of7 8 s Toas 100 8 of 77 TERMS NET 10 AccountNumbsr 25539 W or tring 555 Main Invoice Date 11232009 Salt Lake City TI 99999 Imoice 2035 Invoice Amount 286 20 eee Baler Summary Tox Summary Buempeions Summary Pro duct Quantity Amount Dw cription Iaxfani Dw cription fano mi D l2 6 00 12742 Federal 121 Mid grads Fool 2800 8 18 Stat Dil 77 25 00 74 50 Fedral Fool Torok 99000 266 20 Stat Fual Fedoral Unloaded Fuel Stat Unloaded Fol Vehicle s Descrip tion Ore Ore e Dee Erie Tree Amount Z ice 114022009 09 50 MidgiadcFud 53 010 53 010 584 28 Tuple d agis 1103 2009 0950 Dread 2 3 720 52770 5127 42 Tuple Techo d agis 114022009 0950 Yoleaded Fuel 52 920 52 920 574 50 Tuple Techo opia Sub 99000 2
12. Site Date Descrip tion Qty Price Price Amount Amount Frontier Fuel 3 CP000394 09 02 2009 Unleaded Fuel 20 723 2 589 2 589 5365 53 65 20 723 53 65 53 65 Alexander Robin Origmal Discounted Original Discounted Site Date Descrip tion Qty Price Price Amount Amount Frontier Fuel 8 CP000393 09 01 2009 Miscellaneous 1 000 15 980 15 980 1598 15 98 Frontier Fuel 8 02000393 09 01 2009 Miscellaneous 1 000 15 980 15 980 1598 15 98 Frontier Fuel amp 8 00393 09 01 2009 Tax 1 000 2 640 2 640 264 2 64 Frontier Fuel 8 CP000393 09 04 2009 Unleaded Fuel 23 760 2399 2 299 5700 54 62 Frontier Fuel 8 000393 09 05 2009 Miscellaneous 1 000 50 980 50 980 5098 50 98 Frontier Fuel amp 8 000393 09 05 2009 Tax 1 000 4210 4210 421 421 Frontier Fuel amp 8 00393 09 08 2009 Miscellaneous 1 000 50 980 50 980 5098 50 98 Frontier Fuel 8 CP000393 09 08 2009 1 000 4210 4210 421 421 Frontier Fue188 CP000393 09 09 2009 Unleaded Fuel 21 341 2399 2299 5120 49 06 This report is a summary of all customer transactions that have been priced between beginning and ending dates selected for each customer The invoice preview is intended to be used as a review tool You should review the transactions especially those that should receive discounted prices to ensure that the proper discounts are given At this point since the transactions are not permanent if a custo
13. amp Adjustments Ln i Generate Invoices zmn Invoice List 5i Generate Statements priu AR Reports The following appears m i Generate Priced Transactions Ending Date 5 23 2008 10 27 21 Beginning D ate for Ending Date For Quantity Pricing Quantity Pricing 2003 9 23 2008 10 27 21 AM Show Price Report Process Cancel The beginning and ending dates indicate the range of transaction dates in the sales database that are to be priced The date fields can include an optional ending time Since time is an optional entry in both the beeinnine and ending date the oe ab MN an pricing transactions routine will only price transactions between the values NOTE entered COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 60 If an ending date includes 11 13 2005 with time then all transactions up to 11 12 2005 at midnight will be included To include all transactions for the 13 the ending date needs to include the time Eg 11 13 2005 23 59 Sales between the dates entered are used to determine the quantity purchased for customers with quantity based discounts Click Process to price transactions for the given date range It may take several minutes for transactions to process When finished a box appears that notifies the process has completed Click DataManager Connect x Pricing Process complete
14. 00 would add 150 00 to the account balance COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 85 Invoice History o Paid This column will reflect whether or not this invoice is going to be paid by the payments entered above A Yes indicates that this invoice will be completely paid a No indicates that this invoice will not be paid at all and Partial indicates that some of this invoice will be paid Invoice Invoice number generated in the generate invoice process Type The type of invoice generated This could either be blank indicating a normal invoice or display Finance Charge Still Due The amount still due on the invoice after payments are applied Total This is the total of the amount of the invoice or transaction Amount The amount to pay towards this invoice Invoice Date This is the date the invoice was created O O O O OO If a customer pays more on their account than the total of the invoices the remaining amount will be posted to the customer s account as a credit balance C2012 TRAP LE E CTEGILNOIOOGOIES LL DATAMANAGER USER S MANUAL 86 9 Reports Reports DataManaget 15 able to report a variety of information regarding customers receivables and sales figures This chapter provides a description of each report available To access the reports list click the Reporting Tab a
15. 83 8 Payments and Adjustments Payments and Adjustments When customers make payments or require adjustments to their account these functions are done in the Receivables section of DataManager Posting Customer Payments and Adjustments When a customer is making a payment or needing an adjustment to their account access the Payments and Adjustments screen from the Receivables menu You can also click the Payments icon on the toolbar Receivables Sales Reporting wir Generate Priced Transactions Generate Finarce Charges sm Payments amp Adjustments Customer Payments and Adjustments Payments Customer Date A amp CONSTRUCTION 11 23 2010 Check Hef Mum Description Amount Adjustment Apply Credit Balance Invoices to Pay Paid Invoice Type Orig Amt 50 Amount Invoice Date 340058 340053 0 00 11 23 2010 Balance nat including uninvaiced transactions amp vallable Credit Remaining Amount Applied 355 47 3 045 12 0 00 0 00 Customer Select customers from the drop down list or type in the customer name Customer field will auto fill as you type Date This field uses the current date but can be changed to post payments or adjustments to a different date COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 84 Check Ref Num This field is check number reference number of the payme
16. Cost box This can be done as often as needed or backdated to allow for re pricing of invoices New Retail Enter current retail in the New Retail box This can be done as often as needed or backdated to allow for re pricing of invoices e Effective Date Enter the date this cost was first effective e Effective Time Entered in military time Midnight being 00 00 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 30 Fuel products on dispensers supporting cash credit pricing will note new fields below 163 Inventory Pricing EXIIT Con Cu WEE E TIEN UE un Fuel DIESEL 1 505 55 0 0000 4 1990 Q000000 03 0142 1437 uel ROAD MASTER DIESEL RM 70250 32490 838790 3870 0000000 03 01 12 14 37 uel Diesel tt2 187 50 3 1790 3 8290 3 8290 0000 00 03 01 12 14 37 000000 143 0000000 03 01 12 14 37 50 31790 _ o Fuel UNLEADED FUEL UNL 28375 23990 33990 3390 amp 0000000 03 0172 1437 SUP 6898 10 00000 el SUPER UNLEAD FUEL 68310 0 0000 0 33990 3 3990 uel DYED DIESEL DYED 000 0 0000 0 0 0000 New Cash Price Enter price here for cash pricing COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 31 Setting FET and SET Rates FET and SET rates are generally set at the category level see Ch 2 category setup Inventory Categories Description Ant
17. Customer Pricing Customers Export Definitions Inventory Categories Inventory Iker Invoice List Pricing Categories Click to open The following appears Pricing Levels ml Employee Cost Plus 05 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 52 Double click a level listed to make changes Price Level Maintenance To add a new price level click ADD Pricing Levels 3Cem L Employes The following appears The description helps explain the purpose of the discount e g Four Cent or 04 lt COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 53 Pricing Method 4 Basic for basic entry recommended method for all users Advanced advanced method that includes creating formulas to separate pricing through simple algebra structures e g 04 where x is reatail price Quantity Required The minimum quantity a customer must purchase to receive the discount This field is optional If quantity is O zero or blank discounts will be given on all purchases see Customer Pricing to set this up Cost Use this field if price level discounts are added to the inventory cost e g An item costs 2 899 per gallon and the Cost amount is 0 1000 10 cents the price for customer transactions with this price level will be 2 999 pe
18. Enter Customer information in the fields provided Required fields are Name Customer Code and Category Mote information is required for invoicing and statements e Name Enter Company or Customer name Enter names using this format last name first name Names ate sorted alphabetically so consider entering individuals using this format e Customer Code Enter Customers account number Default Terms Set the payment terms for customer payment if using the Triple Technologies LLC A R package COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 38 Add terms by clicking ADD button Category Enter a category if you want to categorize your customers Click ADD next to the field to add new categories e Contact Information Enter information relevant to the customer including e mail phone numbers and point of contact e Has Credit Limit Check this box to use the credit limit field e Credit Limit Enter the amount of initial credit available if using the Has Credit Limit option e Allow Charge When using Triple E Technologies LLC POS system un checking this box will deactivate the account and will not allow any of the customer s cards to be used IsGiftCardCustomer This is only relevant for our point of sale system It will mark the customer as a Gift Card customer and will allow cards to be used as gift cards Finance Chg Exempt Check this bo
19. LUE 30 SELIINGERIANDSEIIRXITES tettturbeltetoted A tod tote epus tod A Pedal ien 32 INVENTIORYREPORES EE utei ele I EM REI M LM CR M E MILD Ru der 35 INVENT ORY BARCODES RR E 36 qCUSTONIERS 2 olei bris 37 CUSTOMER neem ae RM MM nM E RTE OT It M Ee E MEE 37 ENTERING CUSTOMER INFORMATION s otebeese sedis titres este mueven 37 ASSIGNING CARDS TO CUSTOMERS OM Lec Me ca ins eee eee 40 TA TIN ORIEN DION hasan Et es Rut cd ket dues al Dae d EE 42 CUSTOMER DBIVERSC I obest ai hi secet E 43 CUSTOMER VEHICLES ioo diei idi etos lulu ig e iod 43 USERFILED Ec e 44 ER ESO 45 SOR TING CUS TOME RS E 45 CHANGING CUSTOMER INFORMATION ccccccccsssccsecccscccuscecscceucseusceessuucseussseseeusseuseeeseeucsesesesceeussuueceesseueceuees 46 CUSTOMER NOTES I E Be oa M ILE lat arsed ellos tate ete 46 CUSTOMER INVOICES P EM 47 SEARCHING CUSTOMBRS nea uo oc mes rae E 47 EDLILPRIVATE CARDS 48 pe ACCOUNTS aniio NES ES ISI E RM I SM Nn au ed i
20. S MANUAL 42 Customer Drivers The Customer Drivers tab is used to allow multiple drivers for a single card or multiple cards Enter the Driver Number similar to the Cards Pin Last Name and First Name of each driver for this customer Customer Vehicles Customer The Customer Vehicles tab 15 used when there are multiple vehicles with one or more cards Enter the Vehicle and Description of each vehicle for this customer COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 43 User Fields Add Customer Factor Account J Invoice Frequency POSCashierPrompt a Statement Run Date 0 The User Fields tab is used for information related to invoicing and other miscellaneous items See field explanations below Factor Account This field is for third party accounting software account numbers Invoice Frequency gives the option to setup individual customers on an invoice frequency options Daily Weekly BiWeekly 1 and 15 Monthly Invoice Sort gives the option to organize the transactions by card number or vehicle number POSCashierPrompt displays prompts for on account users e Statement Run Date allows customer to choose date for statements to run COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 44 Item Permits To restrict products for sp
21. Sales and Payments Adjustments done per customer based on the date range you select Customer Drivers List Report This report displays the drivers assigned to each customer Customer Pricing and Discounts This report displays the pricing that is set per customer Daily Card Sales Report This report shows a total daily sales report by card This report is sorted by date Daily Journal Report This report is similar to the Daily Card Sales Report however it contains less detail It provides a record of sales where the sale occurred and how the transaction was paid based on your selected date Daily Reconciliation Report This report displays the sale amounts by product based on a date you select Daily Sales by Shift and Category Report This report displays the sales quantities and totals by Category based on a date range you select Daily Shift Report This report displays the sales totals by location based on a date range you select COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 88 Discounted Sales Summary Report This report displays the discounted sales done customer based on a date range you select Discounts Given by Category Report This report displays the discounted sales done per category based on a date range you select Enhanced Fuel Sales Report This report provides fuel transaction detail and totals for multiple sites according to
22. drop it in the trash can below FRIED GRILLED MISC ICE CREAM STORE SERY COUPONS Cancel To delete or change a Quick Menu click the button and drag to the trashcan in the middle This process is used for adding or updating buttons Click OK when finished COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 77 7 Table Maintenance Exploring the Table Maintenance After setting up the initial functions of DataManager you can explore its many features and recording details This section will outline each area of the program and how to customize it to your business Table Maintenance The Table maintenance menu will give you access to most of the functions needed The activities listed in Table Maintenance can be used for looking up information or adding and editing The Table Maintenance icon 15 located in the File menu and on the Toolbar 55 OneTouch DataManage Edit Customers a Table Maintenance Table Maintenance Select option you want to see and either click or double click the description Table Maintenance xj Select table Adjustment Reasons Bad Check Names Customer Categories Export Definitions Inventor Categories Inventory Items OK Close Adjustment Reasons This function is used when performing inventory adjustments due to shrinka
23. reports or exporting data to associate a card with a driver or vehicle This field is optional Pin Required Pin Number To prompt customers requires that their cardholders enter a pin check this box and assign a pin to the card Fields are optional however if the Required field is checked a Pin Number must be entered COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 40 Odometer Driver Vehicle Required customer requires that their card holders enter and track Odometer Driver or Vehicle values check these fields These fields are optional Fill Tran Limits Cards can be restricted by setting gallon or dollar limits based on specific intervals Only one type of limitation may be used in conjunction with an interval selection e Fill Limit This field determines the maximum amount for a single transaction in gallons If this field is used select an Interval for this limit This field is optional OR Tran Limit This field determines the maximum amount for a single transaction in dollars If this field is used select an Interval for this limit This field is optional Interval This field determines the period set for Transaction or Product Limits This field is required to enforce fill or tran limits e Set limits This field allows you to select inventory items that this customer will be allowed to purchase They will only be allowed to
24. run this option at any time It rebuilds the sale summary data from existing sale transactions NO OTHER SALES should occur while the rebuild is in process This process can take more than an hour depending on the size of the database NOTE COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 59 Invoices and Statements DataManager creates and stores transaction until the end of a given billing cycle at which time customer invoices can be printed and mailed In order to generate the correct information a number of steps must be completed before invoices can be printed The steps for customer invoicing are described in this section Since you will generate invoices regularly the examples shown here are based on an example of a monthly invoicing schedule Invoices are generated twice a month on the 1st and again on 15th Finance charges may be applied to customers who have not made payments during the current billing cycle Statements in this example should be run on the first after generating invoices Invoicing Step 1 Generate Priced Transactions Transactions are priced at the retail price on the date the sale occured To apply discounts to these transactions you must Generate Priced Transactions To perform this step click on the Receivables Tab and click Generate Priced Transactions Receivables Sales Reporting Win i Generate Finance Charges E Payments
25. to export Once the Export is complete a small screen appears click COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 96 Triple Technologies Standard Layout Triple E Technologies LLC uses the following as its standard export layout When exporting data the file created is a fixed length layout ot changed fields do not MODIFY the positions of existing 4 Since this is a fixed length export it s CRITICAL that new fields New fields need to be added to the end of the layout NOTE Start End FieldName Position Position Length sIranNumber 1 9 9 8 sIranDate 10 i MMddYY 4 sTranTime 18 21 hhmm sHose 22 22 1 sPump 23 24 2 8 sQty 25 32 9999 999 sVehicleIdentifier 33 38 6 7 sPrice 39 45 999 999 Pi sExtPrice 46 52 999 999 sCategoryDesc 53 112 60 sCardNumber 113 121 9 sStockNumber 122 151 30 sDescription 152 211 00 sOdometer 212 220 9 6 sDiscountAmount 221 226 99 999 5 sDiscountPercent 22 231 9 999 6 5 202 2951 99 999 sCategotyID 238 240 9 sSaleDetailID 247 255 9 sCardDescription 256 315 60 sTrack2Data 316 355 40 sCustomerCode5 356 360 5 sDriverldentifier 361 368 8 sVatiableData 369 378 10 sDriversLicense 379 388 10 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 97 sSaleDetailStockNumber sPOSSaleldentifier sInvoiceNumber sSite Number sShiftNumber sSaleTotal sCustomerCode sFuel
26. to items for quick sales These buttons can be customized independently for each POS unit Quick Menus are set for items purchased frequently and items with no barcode All items are listed using the find items button Quick Menu tabs are on the left side of the screen Buttons assigned to Inventory Items for that tab are displayed to the right Below is an example of the Buttons listed under the Hot Keys tab PHONE CARD PAYGO GIFT COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 70 access the Quick Menus start by selecting Table Maintenance from either the File Menu or the Toolbar 15 OneTouch DataManage Edit Customers In TI q Sites 4 Table Maintenance T B Table Maintenance n Double click Quick Menus or highlight and click FIDES Select table POS Configuration Private Card Types Terms Codes Units of Measure Users Vendor Categones Vendors jm OF Close Quick Menus list will display options available for tabs on each POS In the example below Fountain and Coffee are listed under DRINKS Buttons provide rapid sales of high volume items such as drinks and deli items or items and services without barcodes e To Add a Quick Menu tab click the Add button Palais Name Capin Fountain and Coffe DRINKS Fried Meats FRIED MEATS Fried Snac
27. 00 Diesel 2 187 50 ROAD MASTER DIESEL 702 50 UNLEADED FUEL UNL 203 75 DIESEL 1 A655 Fuel Coupon 000000007900 251 76 II Gas Coupon Gas Discount 10000000 320 be331 75 Gas Coupon 4900 75 69 Grease ML 355 NLGI 2 t 045579061021 3 00 FET and SET rates can only be changed to items belonging to a fuel category If rates aren t visible check inventory category to ensure the 15 Fuel Category box is checked NOTE COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLG DATAMANAGER USER S MANUAL 23 Bring up items by either double clicking the item or highlight then click Edit I Change Item Get DYED DIESEL COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 34 Inventory Reports Inventory Reports are key to inventory awareness Keeping the Item s List Inventory Receipts Inventory adjustments and Inventory prices updated assures accurate reporting capabilities Inventory Reports are located under the Inventory option Inventory Receivables Sales TR Add an Item Hn Show Ehe Items List s Inventory Receipts Inventory Adjustments lin 5 Change Prices iL Inventory Reports Rebuild Item Balances Click to access the following table io eet Title ict 1 Cigarette Volume Cigarette sales receipts and adjustments Inventory Adjustments Inventor On Hand by Category Inventor Receipts Report Inventor Re
28. 23 1 eee001 2 rpt 0038 0029 0021 0020 0010 Most reports ask for a set of parameters to base report This varies from date range to customer codes For each report select the appropriate parameters by highlighting the description and entering the correct data at the bottom of the window If the parameters are date related select a beginning date and an ending date for the report COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 97 Enter Parameter Values X Parameter Fields Ending Date Beginning Time Ending Time What is the begining date Discrete Value i 1 2005 cancel Available Reports Available Gift Card Balances Report This report displays the gift card balances by customer and card number Credit Card Reconciliation Report This report shows individual card purchases by any combination of date customer number and or sales detail Credit Card Transaction Report This report shows individual card purchases by any combination of date customer number and or sales detail Credit Card Volume amp Charges Report This report allows you to view individual card volume and charges Credit Limit Report This report displays the customer account number balance limit open credit and percentage of credit limit by customer Customer Activity Report This report displays the
29. 25 20 Please pay from this invoice Invoice Total 286 20 Each invoice can be viewed by using the arrows at the top of the window Click the printer icon to print Invoices Click the envelope with arrow icon to export Invoices to PDF Excel or other format COPYRIGHT O 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 65 Preparing Statements Each time statements are prepared finance charges can to be applied or excluded from those customers accounts that have unpaid invoices To exclude invoices from being subject to finance charges perform the following steps Invoice List The list shows invoices for customers the paid status and other information To suspend finance charges prior to the generation of statements do the following Show the Invoice List from the Receivables Menu Receivables Purchasing Sales Re ay Generate Priced Transactions nel Generate Finance Charges Payments amp Adjustments E A Lim Generate Invoices 31 Generate Statements ine AR Reports The following appears MNT Suspend Total Paid Finance Charge Invoice Customer Kamba FLOORING Select an invoice from the list and click Edit COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 66 Click the Suspend Finance Charge box to prevent selected invoice from being included when generating finan
30. 8 Highlight the OneTouch menu and click on the OneTouch DataManager icon to open the program Programs Accessories Documents OneTouch Settings Startup d Search Help Run hj Shut Down COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 7 Adding Users New Employees Add new employees as often as needed by following these steps The first time the application is used if other people will need access to the DataManager application you should add additional users to the server On the desktop highlight My Computer then right click and select Manage as shown Open Explore Search Manage Network Drive Disconnect Network Drive Create Shorkcut Delete 121115 02111 Rename Properties The following appears m Computer Management PME File Action View windows lt gt ame Computer Management Local EE System Tools Event viewer gt Ge Shared Folders Local Users and Groups Po B Performance Logs and Alert a Device Manager Storage E Removable Storage Disk Defragmenter Disk Management Services and Applications COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 8 Expand the Local Users and Groups Computer Management m File Action Window Help
31. 9280 ZUEGER JOHN C amp LAUREN 20 LAUREN K 999758 ZUERN EDWIN amp LOUISE J ZUERN EDWIN LOUISE J 333762 ZURAFF JORDAN R ZURAFF JORDAN R 333770 ZURAFF LOREN E amp LIS amp M ZURAFF LOREN E 5 M 338752 ZUSPANN CHARLES Ww ZUSPANN CHARLES Ww 333766 ZUTHER SCOTT J ZUTHER SCOTT J 333774 ZUTHER TERESA M ZUTHER TERESA M 305170 ZUTHER ZANE Z amp FRANCES ZUTHER ZANE Z FRANCES 503353 ZZ KREITER LEVI amp MARILYN KREITER LEVI MARILYN 654310 22 0 DONNELL STEVEN 22 0 DONNELL STEVEN 721530 ZZ RETTINGER RANCH INC Z2 RETTINGER RANCH INC 411352 ZZ SHAFER ELVA M ZZ SHAFER ELVA M 873844 ZZ TERGESON NEWELL 22 NEWELL is E 51 a ul Au it al ul a i a ul Ad i pu a SiS You add private cards in this window Place the information in the areas as normal and select the button Get Cust to select the customer that the card will be placed under When you are finished click on to apply the changes COPYRIGHT 2012 TRIPLE E TECHNOLOGIES DATAMANAGER USER S MANUAL 48 8 WE BS SSS S SSS a SS LLC 5 Accounts Receivable Accounts Receivable The A R functions of DataManage
32. AGER USER S MANUAL 75 POS Identification Number Identifier of the POS FCT Any alphanumeric combination is used Description Describe the POS FCT For Example North Register or Main counter register or Register 1 Display Final Delay The amount of time 1n seconds before the cash drawer opens after a completed sale Scroll More Menus Causes the advanced options menu to scroll open slowly Unchecked causes the menu to open immediately Fore Color Back Color This is the field that controls the display on the register Change the colors by double clicking on the boxes Receipt Printer Printer Port Name of port that connects to printer Default Receipt DataManager prints commercial and retail receipts Each point of sale terminal can be set to only print one If none is chosen for this field there will be no receipt automatically printed The user would need to elect to print a receipt at the end of the transaction Receipt Printer Cuts paper Check this box 1f the printer cuts the receipt paper Paper Cut String This field should only be changed by a technician Allow Commercial Receipt Check this box for customers requesting commercial receipts Scanner Port Port number for UPC scanner connection Credit Card Swiper Port Port number for the credit card swiper connection Cash Drawer Port Port number for the cash drawer connection Open For different payment metho
33. Add to access the following screen COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 27 To show a list of items select a Vendor OR a Category Only products associated with the Vendor or Category selected will be listed for receiving Inventory Receipts Date Invoice tt Vendor items Add aNew Item Category Item Stock UPC Code 03 08 2012 Add Category Oty Received Cases Taxable Grocery v Add 0 Case IO x Find ltem Calculated G P Minimum G P Current Retail ida Ext Amount rice Current Cost New Retai Taxable Grocg 100 GRAND 02800033 02800033345 Taxable Groce 100 GRAND BAR BX 36 1 502 02800020 02800020630 Taxable Groce 100 GRAND BAR KING 52 22 02800020 02800020660 Taxable Groce 1602 HOT CUP 750 15 SLY 50758108 50758108443 20 20 04900000 04900000369 00000000 00000000635 RS 36 2 1302 04000000 CHOC Mit 000000 04000000561 Taxable Groce 20 Pop Taxable Groce 2002 Powerade LemonLime Taxable Groce 3 HOT DOGS Taxable Groce 3 MUSKETEE n 0 44 93 62 39 35 22 00 002 00 002 36 13 00 00 55 96 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 nn 0 3800 0 4100 1 0300 71 8800 1 4900 0 7600 2 1900 0 4800 0 5300 0 6900 1 0300 1 5300 0 0000 1 4300 1 1300 2 1900 1 0300 0 9900
34. All invoices in the customers account are displayed Change Customer A 2 03 13 2012 45 95 45 95 4 03 31 2012 85 54 0 00 s2 Click to close Searching Customers Search Customers by entering text in the search box Customers L amp LUCINDA Z KOESER MARK K FFLER ALLAN amp FRANCINE KOFFLER LARRY L KOFFLER LAWRENCE KOFFLER MARTY JKOFFLER MATT G amp RUTH KOFFLER MICHAEL KOHL ALLAM J E HL JOSEPH J amp DOROTHY The List jumps to the Customer if found COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 47 Edit Private Cards Click on Customers then Edit Private Cards to show cards in numerical order Customers Inventory Sales Add Customer ai Show the Customer List GIFE Cards Edit Private Cards Find customers by card number or change cards for many customers at once edit Private Cards Card Number p 3 Odometer Driver Vehicle Vehicle Fill Tran Product Customer Description Required Number Required Required Required tt eae Interval Set Limits Active Balance Use Is Balance Loyalty 1438 25 LANDSCAPING 25 LANDSCAPING 333175 ZUBKE DELVIN ZUBKE DELVIN 333100 ZUBKE LARRY amp BETEZUBKE LARRY A BET 999192 ZUEGER ARTHUR ZUEGER ARTHUR 99
35. Conoco Click OK when finished Continue adding until all inventory types are entered Customer Categories Customer Categories are set up to keep track of the types of customers that are making specific purchases at your store and assist in product trends analysis To access the Customer Categories start by selecting the Table Maintenance icon from either the File Menu or the toolbar Table Maintenance Customer Categories Customers Discount Codes Employees Export Definitions Inventory Categories Inventory tems Ho Sale Reasons Highlight and double click Customer Categories or click OR COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 16 The first you log into Customer Categories it will be blank __ Add Dee Click on the Add button to enter a type of customer The Customer Category is a type not a name This should be labeled accotding to how you will want to sort your customers by type Click when finished Continue adding categories until all types of customers have been entered Customer Categories COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 17 3 Vendors and Inventory Setup To property add Vendors and Inventory be certain you have established the necessary categories in Chapter 2 Category Setup Vendors Each Vendor entry contai
36. E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 25 Inventory Items Cenex Gift Cards Credit POA Fuel Fuel Fuel Fuel Fuel Fuel Coupons Gas Coupon Gas Coupon Grease Grease Grease Grease COPYRIGHT 2012 TRIPLE E TECHNOLOGIES DATAMANAGER USER S MANUAL Cenex Gift Card POA Credit Cards DIESEL 1 Diesel H2 ROAD MASTER DIESEL Prepaid Fuel UNLEADED FUEL SUPER UNLEAD FUE Fuel Coupon Gas Discount Gas Disc 500 NLGI 2 BLUEGUARD 500 NLGI 2 ML 365 NLGI 2 t GREASE 000000006132 000000008822 DL1 DL PRERAY FUEL 000000002900 00000000320 32 00 4 00 169505 50 2 1 88 00 2242 03 189 00 241 0084 00 309699 10 251 76 6331 76 5 69 11 00 5 00 3 00 Or right click item and click change 26 2 40 0 00 0 00 0 05 0 00 2 08 2 05 1 94 LLC Inventory Receipts Inventory Receipts will keep track of products received report on reorder limits and show top selling items Neglecting to keep up to date on Inventory Receipts will make it impossible to have a current correct Inventory Report Select Inventory Receipts Inventory Receivables Sal P amp dd an Item show the Items List Inventory Receipts Inventory Adgjusbments Change Prices Inventory Receipts list appears Inventory Receipts Ioj x Receipt n af Items nvaice mn 1 Initially it will be blank Click
37. HNOLOGIES LLC DATAMANAGER USER S MANUAL 56 Sales Entry The Sales Entry screen permits users of the DataManager system to manually enter sales into the system for a manual ticket from a point of sale or a manual ticket from a fuel transaction It allows the user to manually key in the details of a transaction so that it can be added to a particular customet s invoice If your customers have a prior relationship with your business it may be necessary to input a current balance on their account Click on Sales Entry under the Sales Tab Sales Reporting Window E Sales List x Sales Entry Credit Card Search Rebuild Sales Summary is Sales Reports The following appears Site E 23 4 Conoco Date Time Customer Discount 3 8 2012 10 07 am TRUCK TERMINAL GR Card Number Odometer Driver Identifier Vehicle Identifier 1002766 18 i bag4BB Dozer Items Find 84384 Grader 9546594 Loader Description Unit Price 4 q DL Diesel 2 1 000 3828 Sub Total 3 93 Discount 0 00 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 57 Fill in all appropriate fields as seen below and then click Apply Site Select an existing site to reference when posting the sale Date Month day and year 00 00 0000 of sale This is automatically populated with today s date
38. ICKEN AND WILD RICE 20 Grocery 100324414608043 CHICKEN NOODLE 30 Taxable 000000009969 CHICKEM PIE 4 2 5LB 30 Grocer CHICEEN STRIPS 30 Grocery 0110038034546604 CHICKEN STRIPS 30 Taxable Grocery O0023 700688897 CHICKEN TENDERLOINS 30 Grocem 041168002642 CHICE O COMBO 30 Grocery 041168006404 CHICK O STICK Bx 24 0 30 Taxable Grocery 041158506405 CHICK Q STICK COUNTER DSP 30 Grocer 000000006422 CHILI BOWL 30 Taxable Grocery 000000006361 CHILI 006 30 Grocer 00000006446 CHILI HACHOS 30 Grocery 738051224085 CHOC CANDY BAR Taxable Grocery 000066932496 CHOCO LOLLIPOPS Grocer 10010594401012 CHOCOLATE ICE CREAM MIS CHUCK wA ROR CHII I Cancel 100027243 4077915 T at ahla G Click to Print COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 36 4 Customers Customers Processing proprietary sales through the Triple SiteController or CP720 requires the entry of Customers in Datamanager DataManager then allows for invoicing and or exporting of Customers transactions Entering Customer Information Proprietary customers are configured for proprietary cards or On Account purchases To begin Show the Customer List Customers Inventory Add Customer Cards 5 Edit Private Card
39. LinkProductCode sDiscountExtPrice COPYRIGHT 2012 TRIPLE TECHNOLOGIES DATAMANAGER USER S MANUAL 389 399 410 419 424 427 435 455 459 398 409 418 423 426 434 454 458 400 98 GS 99999 99 20 4 99999 99 I EX 11 Contacting Triple Technologies Contact Triple E Technologies Customer Service at 208 777 9300 at helpdesk e3tek com Customer Service is open Monday Friday 7 A M 5 PM PST e Describe the problem s to Customer Service Customer Service will assist you in getting the problem resolved COPYRIGHT 2012 E CTEGILNOIOOGIES Ling DATAMANAGER USER S MANUAL 99 Index Cashier 80 Export Definitions 80 Import Definition 80 Vendor Categories 11 Customer Categories 16 Gift Cards 80 Inventory Categories 14 Vendor Setup 18 COPYRIGHT O 2012 TEGILNGOILOOGIES Ling DATAMANAGER USER S MANUAL 100
40. OCK TRANSPORTATION INE BEHR SUZETTEL ULSUN JAMES KUHN CATTLE COMPANY ZELUS ERLE X Delete SOUTH CENTRAL BRAIN Sw ANBERG CONSTRUCTION INE 76 30 Posted POLLOCK TRANSPORTATION INE 397 30 Posted POLLOCK TRANSPORTATION INE 295 19 Posted 1444582 12 31 2011 2 56 46 PM POLLOCK TRANSPORTATION INC 27 43 Posted 1444543 12 31 2011 2 13 49 BERG SUZETTE L 26 50 Posted 1444421 12 31 2011 11 40 42 WHITMAN SCOTT amp VALERY E 5 53 Posted 1444548 12 31 2011 3 54 58 SOUTH CENTRAL GRAIN 23 17 Posted 1444304 12 31 2011 6 41 53 4M POLLOCK TRANSPORTATION INC 254 54 Posted 1444253 12 31 2011 2 44 45 AM SOUTH CENTRAL GRAIN 33 83 Poste Edit Close Individual sales can be displayed by either a Right Click and Change or by selecting and then clicking the Edit button Items for the sale will be displayed but NOT changeable Sites This function 15 covered in Chapter 10 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 82 Term Codes This field will include all the options for customers who pay invoices on terms such as Net 30 or Net 60 Refer to chapter 2 Terms Codes HOF Days Description Discount Discount Applies AE E de MET 10 0 00 0 10 Vendor Categories This function is covered in Chapter 2 Vendors This function is covered in Chapter 3 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL
41. TARI ED 7 WELCOME TO DATAMANAGER 7 ADDING USERS ccs 8 DN CYTOL OV eT 8 2 tO Feb EO ELI er o VELIE I e I IIT ped dp euism PU ERE 11 VENDOR CATEGORIES uto UM MEM MM I D M LM ES 11 duh Eel E ure dv se en dh selene 14 012 712 IERIE J3 E T IL IU 16 CUSTOMER 16 3 VENDORS AND INVENTORY 58007 18 NENDORS 18 Ei Ad DEE R 8 1 e ENT en RR Nee A Ee ne De aD eect ae Ree NES Oe ane Nias eee D E Ae 21 ical aire E E 27 INVENTORY ADJUSTMENTS eei ees odi esed usc betta es a eMe UU E Mp 29 CHANGE PRICES ette teu EE E A ts Mc MM A CMM Ap MO ated
42. TLED BEVERAGES COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 13 Inventory Categories Inventory Categories are set up to classify the types of goods that are sold and are synonymous with inventory departments To access the Inventory Categories start by selecting the Table Maintenance icon from either the File Menu or the toolbar 18 OneTouch DataManage File Edit Customers In Sites A Table Maintenance B Table Maintenance mye Highlight Inventory Categories and double click or select EXT Select table Customer Categories Customers Discount Codes Employees Esport Definitions m Inventor Lategones d Inventory tems Sale Reasons Other Payment Types Close COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 14 Initial box shows blank Inventory Categories Inventory m E Ir Click Add button to enter new inventory type General Add Inventory Category Min Age to Buy For items like beer and cigarettes enter minimum e for customer to purchase POS will prompt cashier for age verification COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 15 Site Specific Values J add Inventory Category T E 23rd Es Enter Tax rates San Jose Conoco roadway
43. ace Audience This guide is useful for users of the OneTouch DataManager This guide is your primary source of information for using the OneTouch DataManager Conventions Used in this Guide Italics Italic typeface indicates book titles or Do connect CP720 to the emphasis POS at this time CAUTION M T The caution symbol indicates hardware The terminal 15 not waterproof software failure ot loss of data dustproof and is intended for indoor use only The lighting symbol is used as a warning Due to tisk of shock do not use when property or bodily injury might the OCCUf terminal near water The pencil icon is used to highlight important The monitor is not included information COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 6 1 Getting Started Welcome to DataManager OneTouch DataManager is designed for ease and compatibility It provides users with a simple and consistent interface for maintaining data in the OneTouch Databases as well as printing reports and or exporting data The purpose of this chapter is to describe the steps required to begin using the CP720 unit and DataManager program at a given location This manual includes instructions for adding Users Customers and Cards to the system as well as other functions to manage receivables Getting started in DataManager is easy Click the start button and select the Programs menu g g y
44. amp R Farms JL amp JR Enterprises S County 3 Dallam County Sheriff Office Dallam County County Wide COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 55 If the purpose is to set pricing for a new customer click the ADD button The following appears In the ADD mode click the down arrow to select a Customer 1 1Y I LIR Customer Pricing Maintenance Custome Pricing Levels Pricing Categoy Price Level BB Select a pricing category then select a price level Each category must have price level Enter all discounts for this customer If a customer has one price level for fuel and another price level for groceries select the first pricing category and price level then the second It is possible to give multiple price levels for the same pricing category Doing so will result in larger discounts given during the re pricing of transactions If pricing for a customer changes the same screen is used to edit customer pricing e g if a customer 15 no longer eligible for a discount highlight the category to be deleted and use the DELETE button on the keyboard If all categories for a customer are deleted that customer will no longer be listed under Customer Pricing To EDIT an existing Customer s pricing highlight the customer and click EDIT or double click the customer COPYRIGHT 2012 TRIPLE E TEC
45. ard Sales Report by Customer 0052 Private Card Sales Report Summary by Product 0034 Private Card Sales Report Summary 0035 Sales Detail by Category Report Sales 0019 Statements Receivables 0042 Select Invoice Preview from the reports list COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 61 date selection screen appears as shown Enter the same date range that you entered when generating priced transactions You may also select the invoice frequency if needed Enter Parameter Values Fa Parameter Fields Ending Date InvoiceFrequency What is the begining date Discrete Value ill 23 2010 v Ce Date 10 7 2009 technologies Invoice Preview Page 1 of 89 0045 v 2 5 Printed for the Dates of 1 7 2009 To 10 7 2009 A To Z Builders Original Discounted Original Discounted Site Date Descrip tion Qty Price Price Amount Amount Frontier Fuel 3 00394 09 03 2009 Midgrade Fuel 4679 2 689 2 689 1258 12 58 Frontier Fuel 3 00394 09 03 2009 Midgrade Fuel 11 604 2 689 2689 3120 31 20 Frontier Fuel 4 CP000398 0904 2009 Unleaded Fuel 13 523 2 589 2589 3501 35 01 Frontier Fuel 4 CP000398 09 07 2009 Unleaded Fuel 13 942 2 589 2589 3610 36 10 43 748 11489 114 89 Ag Co Dick Winings Original Discounted Original Discounted
46. ce Charges Customer 5 TRANSPORTATION INE Invoice D ate 037 3172012 00 00 Cancel Generating Finance Charges To apply finance charges select Generate Finance Charges from the Recetvables menu T Receivables Sales Reporting Wine 1 aS Generate Priced Transactions 00 Generate Finance Charges zem Payments amp Adjustments i Les Generate Invoices Invoice List 3 1 Generate Statements lil AR Reports The following appears fd Generate Finance Charges X Balance Date 0370872012 Balances older than Finance Charge Pet 1 50 Days to Delete 30 Cancel COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 67 DataManager only applies finance charges to unpaid invoices older than the dates specified in the Balances older than field Finance charges are NOT applied to adjustments or previously charged finance charges The system default finance charge setup in system options can be changed for this instance if needed The system will delete any finance charges generated within up to and including the value entered in the Days to Delete field Once you have entered the information in the applicable fields click Process To preview the finance charges generated you can select the Finance Charge Report fro
47. ceipts Inventory Stock On hand Inventory Stock On Hand Details Inventor Report Detail Inventor Stack On Hand Summary Inventory Report Summary Select the desired report then click Show To generate an accurate report the system will provide you with an Enter Parameter Values field Enter the beginning or ending date Enter Parameter Values Parameter Fields Fr Date From Date Discrete Value 13 2008 DK Once you have entered the desired parameters click to display report COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 35 Inventory Barcodes Barcodes are printed on 3 x 10 label sheets for items with UPC codes Select Inventory Barcodes TR amp dd an Item n Show Ehe Items List i Inventory Receipts Inventory Adjustments S Change Prices Inventory Reports Rebuild Item Balances Inventory Barcodes Input quantity of barcodes per item to print Category Stock Description Quantity a Taxable Grocery 049000018011 CHERRY CS 24 2002 EA Taxable Grocery O49000047547 CHERRY ZERO CS 24 2008 20 Grocery 041710143502 CHERRY CRUSH 20 Taxable Grocery 041420743133 CHERRY SHARES 20 Taxable Grocery 10032414635049 Chessy Chicken Tortilla 20 Taxable Grocery 041420004575 Chewy LemonHead and Friends 50cents 20 Grocer 10032414615041 CH
48. disabled The user s Windows Logon name will go into the User Name and the user s Windows Password will go into the password fields Make sure to uncheck the User must change the password at next logon box Check the User cannot change password and Password never expires boxes Click on Create when done the form will blank out when user has been added e Continue to enter in other users if others exist otherwise close out the form Once done right click on the new user or users and move down to Properties e Click on the Member Of tab jbakonyi Properties General Member OF Profile Member of Make sure that the user is a member of Users group from here other groups can be added Administrators Managers PCIGroup and Supervisors COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 10 2 Category Setup DataManager keeps records of Vendors Inventory and Customers This information zs used for reporting purposes as well as restocking and inventory pricing n order to process sales receipts and inventory DataManager must be set up to accept vendors inventory and customers This chapter will explain how to set up the individual categories It is vital that the categories for Vendors Inventory and Customers be established first before any other data is entered Vendor Categories Vendor Categories are set up t
49. ds Check all that apply On Account Payments Drawer opens for customer charges Check Payments Drawer opens for Check payments Credit Card Payments Drawer opens for CC payments Other Payments Drawer opens for coupons or other methods of payment See ch 7 Table Maintenance for more on this topic Pole Display Pole Display Port Port number for Pole Display connection COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 76 Assigning Quick Menus to Register Quick Menus can now be assigned to each POS terminal In the POS Configuration option click the tab labeled Quick Menus ELI NENNEN x General POS Identification POS Number io Description Quick Menu tab options on the right side of screen Click and drag a Quick Menu to a button on the left This Caption is displayed on the POS Terminal POS 101 E X E T E q 3 Menu Header Mame and Caption Merchandise Coupons COUPON Fountain and Coffe DRINES Fried Meats FRIED MEATS Fried Snacks FRIED MISC Grilled Snacks GRILLED MISC lce Cream Treats CREAM Miscellaneous MISC Store Services STORE SERV add an item to the Quick Menus for this Register drag an item fram the list and drap it into correct location DRINKS FRIED MEATS remove an item drag it from the Quick Menu display and
50. e Maintenance Select table Customer Categories Customer Pricing Customers Export Definitions Inventor Categories Inventory tems Invoice List Pricing Categories Pricing Levels Sites Double click Pricing Categories The following appears COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 50 All Fuel Dyed Diesel Click ADD to add a new Pricing Category To edit existing categories highlight the category and click EDIT or Double Click Edit Box Pricing Category Maintenance xj Description Dieze Invento Categories Inventory Irem 1 Diesel 2 Ultra Low Sulfur Diesel The description helps define purpose of category e g All Fuel Products or Diesel Only e Select a category from the dropdown Inventory Categories or individual items from the dropdown Inventory Items e g if you use Diesel as your description you would select individual items instead of the Fuel category on the left side e When finished click OR COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 5 Pricing Levels Pricing Levels are used to create discounts for customers based on quantities purchased and dollar figure based on cost or price Select Pricing Levels in Table Maintenance Table Maintenance Select table Customer Categories
51. e of BEV001 is used for a beverage vendor for a candy vendor it would be CANOO1 Another option is to use numbers only and group the types of vendors by either the first or last digit in the code Click to add Vendor COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 19 SMERICA COX AUTO TRADER 0 FRITO LAY 1400 HOSTESS 1500 JO CORP Edit Close Click Close when finished You can also go back and add new vendors at a later time by following the same steps COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 20 Inventory DataManager allows Inventory items to be entered in the system and will track sales receipts and will provide you the ability to manage prices or perform inventory adjustments To list inventory items either click Inventory and Show the Items Lis OR Click toolbar box with the package Add IE Inventar Show the Items List ny DR Inventory Receipts EEE OR There will be no inventory listed upon initial login To add inventory click the Add Button ox Add Close COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 21 General Tab General Tax Information Ref Values Combos and Dependencies UPC Code Stock H Description Category 3 re T Pau aG Cad O
52. ecific customers such as farmers government entities or other groups use the Requires Permit feature 1 inventory Click the Item Permits tab then select the restricted product to allow here Customer DYED DIESEL ROAD MASTER DIESEL Click OK when finished Sorting Customers Sort Customers by one of these methods Double Click a column to sort or Right Click a column to sort Then click Ascending or Descending order COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 45 Changing Customer Information To change the information for an existing customer you e Double click the row that the customer s information appears on right click the row and click Change or Select the row and click Edit at the bottom of the window Customer Notes Correspondence or other types of contact with customers can be tracked using the Notes tab Enter information in the space provided Change Customer 2 Jeter stone woud he TO addionaleadsiornewvehices 7 MM D2 15 2012 Jennifer Customer sent payment last Friday via USPS for outstanding Click Add when done with the note Click OK to close COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 46 Customer Invoices To find the paid or unpaid status of invoices for a customer click the Invoices tab
53. eee Ag a eda ease eae 70 POS CONFIGURATION R 74 ASSIGNING QUICK MENUS TO THE REGISTER IESU Rie PERRA IRE VE RI RE QE AREE REL TM CAES TI 1 TABEE MAINTENANCE maradonna 78 EXPLORING THE TABLE MAINTENANCE ccccccceeccssccucccucecsccucecuseusccuceeuseeseeuceeusecsseuceeuseueseuceeusesseucesusessseuseues 78 FABLE MAINTENANCE oodd ects ee A r alien Nes E MM 78 WAL Sent IRCCS OUS scant Races ena Mc 78 Dugu Dec CIVICS sg yi Bae ea Miete Em Mi aaa ie ee Ge aaa ee neat ub ti 79 Customer C Ulco OTi S Seta a mete aie 79 COTS VOMIT an meena 79 CUSTOM CIS a OE E 79 TOUS COUT CCOUOS icm te at 79 TEMPO OV Bae lanl tec lla Seas taste 80 PENI OVD CPE ONS ani la cte uc 80 o Mc 80 MPO OV RT 80 aud Sic ated Sian 80 Inventory Cate BOPIGS ubi ce eibi du 61 ATV CHIOV chess dee 61 TVen E 61 TUVOLCE LaS PR 61 DN OS SCC TR COS prm 81 QOiher Payment tetti fet
54. ge or other reasons Initially this area will be blank and will need to be set up Some examples are Damaged or Out of Date There are 3 options labeled How To Apply to Inventory Select whether this Reason 1s for adding to subtracting from or replacing the current stock on hand COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 78 x Edit Adjustment Reason How To Apply To Inventory Subtract From Add To Replace Existing Cancel Bad Check Names This function 15 used to enter names of customers who have passed bad checks When transactions take place at the Triple E POS sales that are paid by check are validated against this list If a check name at the POS matches the list the cashier 1s alerted Customer Categories This function is covered in Chapter 2 Customet Pricing This function 15 covered in Chapter 5 Customers This function 15 covered in Chapter 4 Discount Codes This function is used to set up various discounts for use at the POS system 5 Change Discount Description DIESEL H ls This Discount For Employees play Categories Applied Discount Discount NEN 44 BEER LIQUOR CIGARETTES Oil Pkgd 8 32 lls No Tax al Oils Resale T B amp Auto Acc 8 3 OF Cancel The description should be specific based on the types of products or the particular am
55. ifreeze Fuel Fuel Coupons las Coupon Grease Grocery Lottery Misc Grocery Coupon E dit Close Show list and click edit to change category Change FET rate for fuel categories on general tab Change Inventory Category Code General Site Specific Values Description Fuel Suggested G P 00 00 Min Age to Buy 0 Fuel Category Federal Excise 0 1830 Cigarette Category General Ledger Numbers Cost Of Goods Sales 12055 35015 OK COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 32 Change SET rate by clicking Site Specific Values tab The following appears x General Site Specific Values State County City ud Taxable Taxable 1 JE 23rd Conoco E 2 Broadway Conoco E 3 SanJose Conoco Cancel Change SET rates for sites in different states here Click OK when done Some taxes ate specific to single items such as Dyed Diesel Select item to edit ioj xi Category Description Stock Hand Cost Retail _ Antifreeze POLY GUARD ANTIFREE 009171 4982004 6 48 909 PRESTONE DE COOL C 737485850358 f60 1433 Antifreeze SERVICE EXTENDE 2064 7002942 5 94 10 49 Antifreeze SERVICE PAO UNIVERS 06477002904 6 29 DYED DIESEL 0 00 0 00 SUPER UNLEAD FUEL SUP 669 10 Prepaid Fuel PRERAY FUEL 189
56. ing a dual card system The default 15 blank and this option works just as Stand Alone if nothing is selected e In Use This system field keeps Gift Cards from being used at more than one pump at a time Users of the application should never update this value without assistance from Triple Technologies LLC Customer Support To make cards inactive in the system Uncheck the Active box and enter INACTIVE in the Description field This will make the card un useable Click the OK button to apply the changes or additions to the database Tax Information Add Customer x Primary Information Private Cards Tax Exemption Information Customer Drivers Customer Vehicles User Fields For all the items this customer recieves Exemption status from the government for Excise Taxes Check the appropriate boxes If the customer is SET Exempt also specify weather the customer has to pay Sales Tax on those items for which he is SET Exempt dmwemallem FET Exempt SET Exempt SalesTaxExempt 4 2 a OK The Tax Information or Excise Tax Exemption Information tab is used to set Federal FET or State SET Excise Tax or State Sales Tax exemptions for each customer Select the Inventory Item that will include the exemptions and click the FET SET Sales Tax Exempt box necessary COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER
57. ks FRIED MISC Grilled Snacks GRILLED MISC Ice Cream Treats CREAM m Merchandise Coupons COUPONS Miscellaneous MISC Store Services STORE SERV Add Close COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 7 Name group of items for each Tab Quick Menu Fountain and Coffe Name Extended description of the POS Tab Only used in DataManager Caption Text displayed at POS during normal operations Click a Button to assign an item Existing buttons show the text displayed at POS Empty buttons will have the text Button displayed instead COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 72 Fill in all fields Change buttons appearance by selecting different font names sizes and fore back colors Properties Caption co FF 16 oz Change Picture Item Coffee 20 oz Fant Mame Microsoft Sans Serf Font Size 10 Bold Fore Color Back Color ia Click on color boxes to change ls Prompt DE Caption Text displayed on button at POS Item Click arrow to select inventory item sold when touched Font Name Default system font 15 used Click arrow to change appearance Font Size Default font size 1s used Click arrow to change appearance Bold Italic Text enhancing options Fore Back Color
58. m the reports list mI Reports List Report Title d Category Report Name Daily Shift Report eee0016 rpt Discounted Sales Summary eee 0082 rpt Discounts Given by Category 0011 D 0009 20 Finance Charge Report Receivables 0041 Fuel Sales by Date and Point of Sale 0023 Fuel Sales by Dispenser and Product 0012 Generating Statements Next select Generate Statements from the Receivables Tab Kecer ables Sales wein Generate Friced Transactions Generate Finarce Charges ET Payments amp Adiuskments Invoice List 31 Generate latemerts LTS Generate Statements x Beginning Date s Customer Specific Fick Customers By Customer Frequency Customers Selected 12953 Show Generated Statements coc Beginning Date is Customer Specific See Ch 4 User Fields tab for more information COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 68 Ending Date is last day of the statement period e By Customers Used to select specific customers Frequency Used to group customers See Ch 4 User Fields tab for more information e Show Generated Statements Displays statements when generation is completed Print statements through Reporting or click Reports List icon after generating Reporting Wi
59. met s pricing is not correct you can correct the pricing and regenerate priced transactions This can be done as many times as necessary until the report displays the information correctly COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 62 Invoicing Step 3 Customer Invoicing Invoices provide customers with an accurate explanation of charges against their account The next step in invoicing is to select Generate Invoices from the Receivables Tab Receivables Sales Reporting Win Ed Generate Priced Transactions Generate Finance Charges Payments amp Adjustments 3 Fig Seneratetnveces ama Invoice List 51 Generate Statements p AR Reports This should be done immediately following generating priced transactions and the final review of the invoice preview The following appears Generate Invoices x This will generate Invoices for un inveiced transactions through the date and time you choose below Through Date Time 1 f25 201 0 1 1 pallet Invoice Run Date 11 23 2010 Pick Customers By Customer By Frequency Customers Selected 1031 Show Generated Invoices Backup Database Generate Cancel Customer gives you option to select an individual customer to invoice Hold control key to pick multiple customers Frequency gives you the option to select a frequency E
60. nd highlight Reports List or click on the icon located on the Toolbar Reporting Window Reports List Om Report Title 8843 FET SET Volume Report Customer GAS OIL History Report Aged Trial Balance Available Gift Card Balances Credit Card Reconciliation Report Credit Card Transaction Report Credit Card Volume amp Charges Credit Limit Report Customer Activity Report Customer Drivers List Report Customer Pricing and Discounts Daily Card Sales Report Daily Journal Report Daily Reconciliation Report Daily Sales By Shift and Category Daily Shift Report Discounted Sales Summary Discounts Given by Category Employee Charges Finance Charge Report Fuel Sales by Date and Point of Sale Fuel Sales by Dispenser and Product Gallon Summary Report Hourly Sales Inventory Adjustments Inventory Receipts Report Inventory Stock On Hand Details Reports List Receivables Receivables Credit Cards Credit Cards Credit Cards Sales Sales Sales Shifts Receivables Sales Sales Sales Inventory Inventory 57 0 1 00 2 0072 0036 0005 0044 0076 0070 0075 0073 0037 0022 0081 0053 0016 0082 0011 0009 0041 00
61. ndow J iL Reports List Double click on the Report titled Statements Reports List The statements can be viewed prior to printing by clicking the arrows at the top of the statement window Statements look like the example below OneTouch DataManager Connect Statements amp File Edit Customers Inventory Receivables Sales Reporting Window 3239222 gt gt roa32 100 32932 Customer Westring Statement Date 12 8 2009 555 Main Street Salt Lake City UT 99999 Date Tran Type Descrip tion Charges 11 12 2009 Sale Invoice 2020 includes 2 transactions between 10 16 09 and 10 17 09 24 00 11 23 2009 Sale Invoice 2035 includes 3 transactions between 11 02 09 and 11 02 09 286 20 Connected to Site start qj cpController ccEnaine 16 OneTouch DataMana BE amp 9 V 11 24 AM Click the printer icon to print Statements Click the envelope with arrow icon to export Statements to PDF Excel or other format COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 69 6 Point of Sale Point of Sale Functions DataManager as designed to integrate areas of business into one easy to use program The point of sale functions tndude set up of Quick Menus which display on the resisters and the Pump toolbars as well Quick Menus The Quick Menu buttons are assigned
62. ns the supplying companies name address and contact information Contact information can be phone fax numbers email addresses etc To access the Vendor entry field start by selecting the Table Maintenance icon from either the File Menu ot the toolbar 18 OneTouch DataManage File Edit Customers In or Sites Fame Table Maintenance i ame 1 Table Maintenance BA Table Maintenance Select table Transaction Categories Transaction Types Units of Measure Highlight Vendors and double click or click COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 18 First instance shows Vendors Click Add button col x Vendor information box will open Enter Company Name Address and other information for the supplier on the General Tab General Tab LIM x General Reordering Primary Information Company Mame Vendor Code Coca Cola Address Category BOR 1111 BEVERAGE Add City State Zipcode When entering contact info POST FALLS E 83877 the number or address and use the description for what the contact is Contact Information CE 208 777 3304 Distribution Center Cancel Vendor codes are numbers or alphanumeric combinations that you create to identify your suppliers When assigning vendor codes it is advised that a sequential system is used In the example above a cod
63. nt adjustment The check ref num is a numeric field If a check reference number includes alphabetical characters use only the numeric portion NOTE e Description This field is the text that appears on the customer s statement e Available Credit This field will not display unless the customer has a credit balance If the customer has a credit any amount up to and including that credit balance can be used towards a payment of any outstanding invoice in the transaction history Enter the amount of credit to be applied in the Apply Credit Balance box If you have additional payment that needs to be applied to cover the balance enter that value in the Amount box Amount This field is the dollar amount of the payment or adjustment o The Amount entered in this box will automatically apply to the invoice at the top of the list If the payment amount entered needs to be applied to a specific invoice click the gray Invoice or Amount box to rearrange After entering a payment before clicking apply TAB over to see what invoices the payment is being applied to Adjustment If this payment is an actual adjustment to the customer s account rather than a payment of invoices checking this box will allow a simple adjustment to be made When entering a payment or adjustment it needs to be the opposite of what you want it in the account Example An adjustment entered as NOTE 150
64. o monitor and track the suppliers of goods that are resold at the facility To access the Vendor Categories start by selecting the Table Maintenance icon from either the File Menu or the Toolbar 18 OneTouch DataManage File Edit Customers In 7 Sites H Table Maintenance Table Maintenance RE Of i rz COPYRIGHT O 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 11 Highlight Vendor Categories and double click or select Table Maintenance x Select table Purchase Order Status Codes Quick Menus Terms Codes Transaction Categories Transaction Types Units of Measure Users Vendor Categories wm Vendors The first time Vendor Categories is accessed the only category setup will be the Default Category To add a new category click on the Add button vendor Default Add Close box will open with a blank field Enter type of vendor 5 Add Vendor Category xX The Vendor Category is a type Description not a name OIL To avoid misnaming a category think of what is supplied not who supplies it Cancel COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 12 When all Vendor Categories have been entered list should look like this Yendor Categories oO gt lt BEER LIGLIGR BOT
65. ombined into group to sold as 1 item at the POS Add Item T X I Include this item in combo 1 99 PREMIUM MIKED NUTS 8372 Knife d 2602 WD 40 0074488444518 NEW PRODUCT NEW PRODUC 1 G MOBIL DELYAC 13005 154 40 12 LUG NUT BOLT COVER 4 1G ATY 5w 40 1G MARINE amp TREME WS 15 SHELL ROTELLA T MG SAE 15w40 5 TMS PLUS 104 30 1 5 SUPERLUBE TMS 154 40 1 GAL STRAWBERRY 1 GAL VANILLA 1 GAL ICE CREAM 1 LE FOUDTRAY S 1 25 mini optics w pouch 1 5 METAL GRINDER 1012 TARP 10 FUNCTION PLIERS MULTI TOOL Cancel Below is an example of an inventory list Each item listed will have a Category Description Stock Current OnHand quantity Current Cost and Current Retail prices To edit existing items either double click the item Description Stack Cenex Gift Card 000000061 32 32 00 Credit Cards 00000000882 4 00 DIESEL 1 DL1 169505 50 Diesel 2 DL 27 17188 00 ROAD MASTER DIESEL 2242703 00 Prepaid Fuel FREPAT FUEL 189 00 UNLEADED FUEL 2410084 00 SUPER FUEL 909689 10 Fuel Coupon 000000007900 251 76 Gaz Discount 00000000 320 b5331 75 Gas Disc 4900 75 69 MOLYPLE 500 NLGI 2 045579060642 11 00 BLUEGUARD 500 NLGI 2 045579040545 8 00 ML 365 NLGI 2 t 045579061021 4 00 GREASE 14 Edit Close Or highlight and click edit COPYRIGHT 2012 TRIPLE
66. ory This report displays a summary of the private card sales sorted by category Private Card Sales Report Summary by Product This report sorts sales by product and date Register Shift Report This report is a duplicate of the register shift report that prints from the register to give you a detailed sales account per register for the date range you provide Sale Detail by Category Report This report provides transaction detail according to the specified date range and inventory categories available Sales by Category and Payment Method This report displays the sales done by categoty and payment method for the date range you provide Sales Cost and Margin by Vendor amp Category This report displays the total cost and matgin pet vendor based on a date range you provide Sales Tax Collected Enhanced Report This report displays the sales tax collected by category for a date range you provide Sales Tax Summary Report This report displays a summary of the sales tax collected by category for a date range you provide Sales with Overridden Prices Report This report displays a list of the sales done where the price was overridden based on a date range you provide Synchronization Status Report This report displays the last sync dates for sites that are on OneTouch synchronization Top Sellers Report This report displays the quantity and prices sold by category and item sotted by greatest amoun
67. ot taxed at category level Add Item x Fae 230 w iE E BH 1 BA San Jose Conoco m B a COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 23 XRef Values tab is where cross reference inventory values are configured Add Item x General Site Tas Tables Ref Values Combos and Dependencies Fuel Link Product Code 1 2 Product Code p POS Product Code D ecT oolkit enum Yalue cp Bit Position Product Limits 4 Diesel Dyed p Fuel Product Cade es Product Code Product Short Name DYE Cancel Numbers in figure above 1 FuelLink Product Code Used to export FuelLink Network transactions 2 Product Code Used to export Network transactions 3 cp POS Product Code a patty i e Passport Saphire Radiant etc POS product code 4 ccIoolkit enum Value Product specific value used for enforcing restrictions Select a cc Toolkit value that accurately resembles the item 5 es Fuel Product Code is used for Site Controller configuration ANDI NeXGeN 6 and 7 Are three letter identifiers ex DYE for Dyed Diesel UNL for Unleaded gas etc COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 24 Combos and Dependencies tab is where items are c
68. ounts In the example below customers who qualify for a DIESEL 5 discount receive 05 off the regular price for fuel The process for adding and editing discounts 1s the same as with the other functions previously discussed COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 79 Employees This function is used to create employees who are cashiers supervisors managers These employees will use the POS system to perform daily sales and other typical POS functions Add Employee EE x First Name SSH Last Name Cashier Fermissians Paid Outs Over Rings End Of Shift End of Day Cancel First Name Employees First Name SSN Employees Social Security Number Last Name Employees Last Name Cashier Employees cashier login number e Permissions Cashier permissions at the POS are set here Paid Outs Allows Cashier to pay out cash to vendors or suppliers Over Rings Allows Cashier to refund items sales without a supervisor End of Shift Allows Cashier to perform the End Of Shift function End of Day Allows Cashier to perform the End Of Day function Other Payments Allows Cashier to perform the End Of Day function Export Definitions This function is covered in Chapter 10 Gift Cards This function 1s covered in Chapter 4 Import Definition This function is covered in Chapter 10 In
69. ows the Paid Out function to be used as a Cash In not related to sales Adds the cash to the drawer total at End of Shift POS Configuration This function is covered in Chapter 6 Pricing Categories This function 15 covered in Chapter 5 Pricing Levels This function is covered in Chapter 5 Sales List This function is used to show customer sales and their status Sales List 1446255 1 3 2012 11 12 20 1446204 1 3 2012 10 13 52 1446199 1 3 2012 10 08 21 1446144 1 3 2012 8 54 03 1446126 1 3 2012 8 45 11 1446054 1 3 2012 46 30 1445715 1 2 2012 2 47 14 PM 1445694 1 2 2012 2 35 01 PM 1445684 1 2 2012 2 23 12 PM 1445600 1 2 2012 1 04 04 1445555 1 2 2012 12 22 01 1445523 1 2 2012 11 46 06 1445511 1 2 2012 11 31 52 1445462 1 2 2012 11 00 16 1445406 1 2 2012 3 34 41 1445361 1 2 2012 36 26 06 1445024 1 17 2012 1 35 06 1444333 17172012 11 20 21 1 1 x Customer Total Status E RESSLER TRUCKING INC JIM 303 83 Posted FISHER SAND amp BRAVEL 45 00 Posted POLLOCK TRANSPORTATION INE 315 72 Posted KUHN CATTLE COMPANY ACLOYVERLEAF 390 13 Posted J5 DIL amp TRANSPORT 562 57 Posted WALO ALFRED amp KATHY 54 00 Posted STERLING PUBLIC SCHOOL 55 151 00 Posted POLLOCK TRANSPORTATION INE 394 13 Posted DICES VACUUM SERVICE INE 59 16 Posted STRATA CORPORATION 26 00 Posted MID DAKOTA TRANSPORT 475 50 Posted POLL
70. purchase the items selected If this field is blank the customer has no restrictions This field is optional Product Restrictions This will list the allowed items clear the list of restrictions right click the field then click Clear Limits e Active This field determines if the card can be used The field must be checked for the catd to be used Declining Balance Gift Cards the following two fields are used to set a balance that declines as the card is used This balance or amount is the maximum amount the card can purchase These purchases can be billed for after the fact declining balance card or pre paid gift cards Each transaction 1s subtracted from the balance When the balance reaches 0 00 the card is turned off Balance If Use Balance is checked the amount shown needs to be a positive dollar amount To reset a card with a zero 0 balance put a positive dollar amount Use Balance This field should be checked to use the dollar amount in the Balance field Uncheck this box to set cards to normal status e Is Loyalty This field is used in the Triple E Technologies LLC POS system and is used to give discounts at the pump when using a credit card COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 41 Card Type This field is used to determine if the card being used will be Stand Alone card or a Driver or Vehicle card 1f us
71. r are used to produce Cardlock invoices and statements for customers transactions The A R system provides you the flexibility to set up differing price levels and categories for the customers who will be using the Cardlock or Customer charge system Price Levels enable you to extend tiered pricing to customers at either a cost plus or retail minus pricing structure Additionally you may set gallon level requirements for customers to obtain additional discounts Pricing Categories are used to set discounts for similar types of items or products The following sections describe opening balances price levels and other initial setup requirements Beginning Balances Existing customers with an outstanding balance should be handled first 2 ways exist to enter beginning balances The first allows the entry of a balance that is the total due Post payments or adjustments for this amount This opening balance amount will not be subjected to finance charges This opening balance amount 15 carried as part of the total balance Enter adjustments for each customer using the Payments and Adjustments option of Receivables to set this Opening Balance Customer Payments and Adjustments E a m xj Customer Date 35 TRANSPORTATION INE 03 15 2012 Check Hef Num Description Opening Balance Amount Balance nat including uninvoiced transactions Remaining Amount Applied 0 00 0 00 6 533 45 Apply Close
72. r gallon Price Use this field if price level discounts are subtracted from the retail price e g An items retail price is 3 599 and the Price amount 15 0 1000 10 cents the price for the customer transactions with this price level will be 3 499 negative amount can be entered to add different types of taxes or fees to a customer s purchase If using as a discount do not place a negative sign in the value it is hard coded as a negative by default Percent Off Use this field if a percentage of the extended amount of an item 15 calculated for the discount e g The quantity is 10 000 gallons the price is 2 569 and the extended amount is 25 69 If the price level discount is 10 the discount for the sale would be 2 57 making the amount due 23 12 COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 54 Customer Pricing Customer pricing is where entries from Price Levels and Pricing Categories are combined to create specific pricing for each customers Locate Customer Pricing in Table Maintenance gm Table Maintenance Select table Customer Categories Customer Pricing Customers Export Definitions Inventory Categories Inventory Items Invoice List Pricing Categories Pricing Levels Sites Double Click Customer Pricing the following appears Customer Prici 19 4 x F Premium Standard Farms Sam Gustin Farms T
73. rinted each time the statement procedure is executed as mentioned in Chapter 5 COPYRIGHT 2012 TRAP LE E CTEGILNOIOOGIES Ling DATAMANAGER USER S MANUAL 91 10 Site Management Site and System Management DataManager allows you to export Customer Sales data to other applications Adding and Editing Sites Select sites from either file sites or the sites button File Edit Customers In Ce Table Maintenance LU Export Import Page Setup Sales de Print Preview Exit za Frontier Fuel 2 00397 Frontier Fuel 3 00394 Frontier Fuel 4 00398 Frontier Fuel 5 00395 Frontier Fuel 6 00391 Frontier Fuel tt 00388 Frontier Fuel 8 00393 Frontier Fuel 9 00385 Frontier Fuel 12 0039 test North Sedan Cardlock Keener Oil Borger North Cardlock Johnny s Express Dalhart Office Cardlock 105 Dalhart TX 109 Dalhart TX 117 Stratford TX 121 Borger TX 163 Dalhart TX Pampa Warehouse 00399 Frontier Fuel Company 205 TX 33333 Dalhart TX All sites and or the Home Office site appear Click ADD for a new site To change existing sites double click the site name The following appears Change Site Primary Information Synchronization Settings Site Name Site Number Server Name Broadway Conoco 1 ESITE00073 Address
74. s OR Then Click on the ADD button customers lol x 35 TRANSPORTATION INC B000 35 TRANSPORTATION INC aggeggi E FLOORING 006416 145 FLOORING 6416 E TRUCKING 8800 8J 5 TRUCKING 008800 A kl DISTRIBUTORS INC 10321 E amp DISTRIBUTORS INC 010321 amp J EXCAVATING 010348 EXCAVATING 10348 FARMS 010380 FARMS 10380 B C ELECTRIC INC 10300 FA B C ELECTRIC INC 010300 AM SYSTEMS INC 597361 APIINC 011770 Close COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 37 You may also choose Add a Customer from the Customers menu Customers Inventory Sales Add Customer Show the Customer List GIFE Cards az Edit Private Cards The following appears 7 Add Customer Primary Information Private Cards Excise Tax Exemption Information Customer Drivers Customer Vehicles User Fields Item Permits Name Customer Code Address Default Terms Add City State Zipcode Category DEFAULT Contact Information Contact Credit Information Balance Credit Limit 0 00 Has Credit Limit 0 00 w Allow Charge Additional Information IsGiftCardCustomer Finance Chg Exempt Sales Tax Exempt Validate Drivers Validate Vehicles Require POAJob Number for Customer OK Cancel
75. s 49 ACCOUNISRECEIVABEES a MMC nci mde Dea ae E 49 TRE GUNINIING Rp Wo e x 49 PIICINGCATEGOREIESC ane aoe ne ee 50 PRICING LEV rc Hm c ec 52 PRICING MIE THOD Ec 54 CUSTOMER s PONT dos NSE ELE EA LL CEST a A mE 55 x UM OFS ENTRY TECH 57 REBUILDING THE SALES SUMMARY Pura M SON S 59 ENV OIGESAND STATEMENT S 6 ae ine c EM DM E CLR 60 Invoicing Step t Generate Priced e aa Ete Bs Le ESOS 60 c 92012 TRIPLE E TECHNOLOGIES Ling DATAMANAGER USER S MANUAL 3 TAVOLCING SLED 2 T he THAVOICE PV CVI CW a 61 ivoren o Step o CUSTOM VOICI ede crn satan ot RED Eve Sa aedi oU VN ded em ed suat LM ani cenUd 65 DIVOICINO DIeD d ANY O1C CS eund Sica 64 PREPARING STATEMENTS agence TE ie 66 INVOICE LISU biased butcher ae Generatio RIHOHCO Charo ies ete 67 Em 68 POUNT OF SALE E 70 i ike bt ba ees aisle sae el bic dd ice as
76. s by Date and Category Report This report displays the paid outs done by a date range you select Pending Settlements Report This report displays payments that were not sent out to Paymentech for one reason or another This will help you pinpoint issues with payments and allow Triple E Technologies LLC to assist you with getting your payments Price Change History Report This report displays the product prices for the date range you select OC 2012 TR4RIPLI RX TECIUSUNOOIOOQOGIES LLG DATAMANAGER USER S MANUAL 89 Private Card Fuel Sales by Dispenser amp Product This report displays fuel sales done by dispenser and location based on a date range you select Private Card Listing This is where you are able to view your customet s card assignments Private Card Sales by Card This report provides a list of card activity which is sorted by date Private Card Sales by Product This is a list of each account and card usage which is sotted by date Private Card Sales Report by Card and Date This report provides you a detailed accounting of sales sorted by card and date Private Card Sales Report by Card Number This report provides you a detailed accounting of sales sorted by customer and card number Private Card Sales Report by Customer This report displays a list of private card sales sotted by customet Private Card Sales Summary Report by Categ
77. t a category and the Stock UPC code etc will fill with the appropriate information Select the Adjustment Reason Finally apply the adjustment or save your information for application at a later date Find It Note You can easily find and select any item by using the Find tem option COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 29 Change Prices Change Prices option can be accessed under the Inventory Tab or by clicking on the icon located on the toolbar Inventory Receivables Sale FPR ada an ttem show the Items List i Inventory Receipts Inventory Adjustments 5 Change Prices WE Change Prices The following appears e Inventory Pricing inl x imit keris Category Vendo Beverage 0 d Tre Beverage Liquidator __Findltem Category Description Stock H UPC Coce OnHand Curent Kew New Retail G P n 2 Jeveragg MOCHA MIK 0 00 C 000 Update Access different Items by selecting either a category or a Vendor they show the screen as in the above figure you can select the price you wish to change and do so accordingly When finished click epee to complete the process e Category Select the Inventory Category to be edited All the Inventory items related to this category will display in the rows below e New Cost Enter current cost in the New
78. t sold to least amount sold 05 2012 TRIPLE RX TECGCIUNOOIOOQGIES LLG DATAMANAGER USER S MANUAL 90 Included with A R package 8849 FET SET Volume Report This report outlines the details associated with tax exempt customers for the date range you select Customer GAS OIL History Report This report displays the fuel quantity and dollar totals by customer for a date range you select Aged Trial Balance This report displays a 30 60 and 90 day A R balance by customer Finance Charge Report This report provides a list of customers associated with finance charges for the specified date range On Account Report This is a record of payments received on each customer s account which is then sorted by date Payment Details Report This report displays the payments done by customer for a date range you select Payment History Report This report provides a list of payment and adjustments for the specified date range Invoice Preview After you run priced transactions you will be able to preview your invoices for accuracy Invoices This is where customers invoices are printed each time the invoicing procedure explained in chapter 6 is executed Invoices Vehicle Format This report provides an alternative to the standard Triple E Technologies LLC invoice layout Specific to the vehicle information Statements This is where customers statements are p
79. the specified date range Employee Charges Report This report displays the charges done by employee based on a date range you select Fuel Sales by Date and Point of Sale Report This report displays the fuel sales done by location for the date range you select Fuel Sales by Dispenser amp Product Report This report displays the fuel sales done by dispenser and product based on a date range you select Gallon Summary Report This report provides a breakdown of fuel types and totals for the specified date range Hourly Sales Report This report provides hourly sale totals for the specified date range Inventory Adjustment Report This report displays the inventory adjustments done Inventory Receipt Report This report displays the inventory receipts done Inventory Stock On Hand Detail Report This report displays a detailed account of the inventory on hand per item Inventory Stock On Hand Summary Report This report displays a summary of the inventory on hand per item Loyalty Card Sales by Card This report displays the loyalty card purchases by card number Loyalty Card Usage by Customer This report displays the loyalty card purchases by customer Loyalty Card Usage by Customer and Card This report displays the loyalty card purchases by customer and card number Other Payment Detail Report This report displays the sales done with an Other payment method Paid Out
80. tjm B ge Computer Management Lacal E ji System Tools Event Viewer Shared Folders Removable Storage Disk Defragmenter Disk Management Services and Applications Click on the Users Folder Inside the window right click to add New User as shown below Computer Management m File Action View Window Help _ mime m Computer Management Local Name Full Name Description aren OFF Administrator Built in account For administering EF OFF ASP NET Machine Account Account used For running Ehe P gis BE Guest Built in account For guest access tr Z Users and Groups T oU S Users GFF Helpassistant Remote Desktop Help 4ssi Account For Providing Remote Assi im Groups FF LogMelnRem Account Far remote control E Performance Logs and Alert supponT 38 lt CM Micrasoft Corporation This is vendor s account For the Device Manager Sa Storage EM Removable Storage Disk Defragmenter Refresh Disk Management Export List DEI Services and Applicatians View d Arrange Icons Line up Icons Creates a new Local User account COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLG DATAMANAGER USER S MANUAL 9 The following appears User name Full name Description Password User must change password at nest logon Account iz
81. ty Case Default vendor Receive in Cases Add Current On Hand Retail Price 0 00 0 00 LK Cancel Enter the information requested for each field e UPC Code This 8 or 12 digit number is found on the item generally below the barcode If the item you are entering does not have a barcode contact the vendor for this information Stock can be any numeric or alphanumeric combination you chose e Description Describe the item for sales purposes e Category Used to group products by department e Use Category Tax Values Check this box to use the taxes setup in the category e Requires Permit Check this box to require Customers purchasing this product to have a permit on file Is This Item a Gift Card Check this box if this item will be sold as a Gift Card Receive in Cases If you receive this item in cases make sure the box next to Receive in cases is checked Enter the quantity of individual units per case e Default Vendor Normal Supplier for this product On Hand Amount use the proper unit of measure which best applies This may be by gallon by case or by each item e Cost Current cost of item at time of entry Retail Price Current Retail Price at time of entry COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 22 Tax Information Tab is where site specific tax rates are entered for items n
82. us E ee 81 ETE 81 FOS CONT UTI TITIUS MEME 82 COVE OVI CS d tiit cea 82 E a 82 cM 82 Mc CH PE 82 pce M i ee rs 83 Vendor die SOLOS 83 EA E 83 PAYMENTSAND ADJUSTMENTS ito eredi eo EM ERE Vere ea PERO e aee eee oa 84 PAYMENTS ANDUXDIUSTMEN TS bi essa bebes fete uode 84 Posting Customer Payments and Adjustments 84 REPORTS 5 iota na isdem eat M tad ME 87 REPORTS onte t edet Hacia cepe edente dicti reped Cs tetro aes 67 51 ccc cese 92 SITE AND SYS TEM MANAGEMEN Tuere aniio 92 ADDING AND EDITING SITES 92 CONNECTING TOA DIAL UP SITE bu DAN nad sus A m Eo a tS 93 DIAE UP SYNCEHRONIZA TIONG a Lu edu os RU PI I 95 COPYRIGHT 9 2012 TRLPLE E TECHNOLOGIES LLG DATAMANAGER USER S MANUAL 4 COPYRIGHT C2012 TRIPLE CTEGILNOIOOQOGIES LLG DATAMANAGER USER S MANUAL 5 Pref
83. ventory Adjustments This function is covered in Chapter 3 COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 80 Inventory Categories This function is covered in Chapter 2 Inventory Items This function is covered in Chapter 3 Inventory Receipts This function is covered in Chapter 3 Invoice List This function is covered in Chapter 5 No Sale Reasons This function 15 used to open the cash drawer for any reason the Manager might deem These reasons are tracked whenever the drawer opens The cashier activity report includes this and other activity Add NoSale Reason EN Description Cancel Other Payment Types This function is used to create options at the register that allow the cashier to process a specific amount for a sale These would be non standard payment types such as coupons drive offs misc etc Add Other Payment Types B 5 Description Cancel Paidout Reasons This function is used to create options at the register when cash 15 Paid Out for products deliveries etc Add Paidout Reason X Description Require Description In Cancel COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 81 Description Describe primary reason for monetary distribution e Require Description Force cashier to input additional information Paid In All
84. x to make customer exempt from finance chatges e Validate Driver Check this box to require Driver Validation Used in multiple pin number validation with a single card e Validate Vehicle Check this if you require Vehicle Validation Require PO Job Number for Customer This is used in the Triple Technologies LLC POS System COPYRIGHT C2012 TRILPLE E CTEGILNOIOOGIES LLG DATAMANAGER USER S MANUAL 39 Assigning Cards to Customers Click the Private Cards tab to assign cards to a customer Add Customer Click this tab after entering Primary Information for new customers or while editing existing customers The following appeats 74 Add Customer Primary Information Private Cards Excise Tax Exemption Information Customer Drivers Customer Vehicles User Fields Item Permits Customer Cards Description Pin Pin Odometer Driver Vehicle Vehicle Set Product SCMPNON Required Number Required Required Required Limit Limit 9 3 Limits Restrictions v Select Pin Label Odometer Labet OK Card Number This is a unique numeric value The system ignores leading 5 so a card numbered 00504 would be entered as 504 When card is not unique Datamanager will display an alert This field is required Maximum card number length 15 9 e Description This field is used when printing
85. xample weekly monthly etc COPYRIGHT 2012 TRIPLE E TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 63 After filling out selection screen click generate button Once invoices have been generated correctly the following appears DataManager X Invoices have been generated Choose Invoices From the Reports Menu bo prinE them Invoicing Step 4 Printing Invoices Once the invoices have been generated print them by clicking on the Reporting tab and highlight Reports List or click on the icon located on the toolbar Reporting Window 27 Reports List list of available reports will be displayed Two invoice styles are available Invoice and Invoice Vehicle Format Double click on either version Reports List Enter Parameter Values Parameter Fields Customer Account Number Invoice Cycle Invoice Hun Date Sort Invoices By Sort Transaction By Print Card List for which Customer Discrete Value ud Select the Invoice Run Date that corresponds to the date used to generate invoices The invoices that were generated in the previous step will be printed to the computers screen to be reviewed COPYRIGHT 2012 TRIPLE TECHNOLOGIES LLC DATAMANAGER USER S MANUAL 64 The invoices will look like example below 942 68 wx Toae 10 INVOICE From Triple E Technologies 106 E 10th Ave

DataManager User`s Manual

Contents

Download Pdf Manuals

Related Search

Related Contents