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SuperSalon Version 5 Software Guide

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1. 102 gd 103 104 Create Employee Permission Groupe sitos erit ER EHatS p MM Eee EUR 104 Enabling and Disabling Access axeassaterqiiitediitbe nn bottoni vi nee HERI DR US 105 Assigning Employees to QEON aspetti gestas ciuem aped equ ost upud cur iM MU 105 Q Mp o 106 Receipt Primler M P 107 jr X 108 Print Receipt When Clock In Out PPM Hm 108 Print Appointments When Clocking In ssss s sssessssssrssesssssstessesssssrerssrussnstesesnssnsreeee 108 Print Receipt When Servicing Customer sessssssrssesessssresssssssstetssrsssssreseenssssreees 108 Show Customer Color Card assentiri UP PIN PUE pU IUADMRSEIFIDN KE 109 Show Customer Permi Cardesse 109 Show C stomer Hair C fU aes reet apti tota n top eR tape 109 Print Default Service PICO ue eoe ib tite e D nint rb URGE EU Resa iU 109 Print Receipt for QUICE Pales aae narret itane rust UR E le tear Ei e eU 109 Print Receipt Automatically M 109 Print Duplicate ReosipE essisistemi umi tirar peti Dal EROR ome 109 Print Quick Lookup Barcodes oissaetasdietritits aie pvp Ur Qa iari dirt ttcebei ERE 109 Show Stylist Name on ROOGIDD saei pou isi b Pune RU RHUesp MH US SN FIERI Ege 109 Show Service Codes on Receipt iessen 109 Skip Customer Name On Receipt si
2. Figure 53 Employee Select Screen Display Next Available Stylist Enable this option to use the Next Available Stylist algorithm Use Logged in Employee as Receptionist Enable this option to have the receptionist selection screen default to the authenticated user in SuperSalon If this option is off the user is required to select the employee Allow Selection of House Sale for Ticket Receptionist Enable this option to enable House Sale as a selectable employee If this option is disabled then House Sale will not show up on any of the employee lists Default Employee List for Employee Selection Select the default employee type to have show up in the employee selection screen The available options are All Active Clocked In and Production Default Employee List for Quick Sale Tickets Select the default employee type to have show up in the employee selection screen when creating a Quick Sale The available options are All Active Clocked In and Production Default Checkout List Select whether to display the Service Quick Keys Manager Service Quick Keys full service list or full product list on the Check Out screen This option does not affect what appears in the Actions Menu Allow Services to be Pre Selected Enable this option to allow services to be pre selected during new ticket creation Sort Pre Selected Services by Toggle this option to switch the order of pre selected serv
3. 66 d A HR UN 66 Sal oo eU ME da UEM E MEINE EM MIU 66 Address T aote tier EUR He b Hd Epp EUH IE 66 PONG OSS oo euist Gino UI ei SR a ce Det RteN Movies ntes e aeUE 66 E mails entes Umi a E E MEE 66 paseo Dti meu M E 66 Gender eec sc menn Eb M IUe ec iE EE 66 Tickets amp Sales NN ease O EEEE EE 67 Discounts Return to First Fage sisictssscscsmsenmisencnecpnispseistnsatedsshatnrsaiiranteseteetavetin 67 Show Customer Information in Release Header sess 67 Allow Edit Commission at Checkout erecti ri vett ti ro rPEH Iu P SR PER EET etH PES Eu PES 67 Require All Tickets Closed Before Closeout susce iter pti iot Ebutss tis cru pas 68 Enable Service Requests in Sy steDils oun ensem tar ti tnit cuneate 68 Set Active Stylist to Commission on Checkout respi heben don 68 Show Void button on CheecKOUE sooo e Sei eto PES EP ISaE ek Ie POE pE So cteS deese loses ese UE 68 Use Gender Based Pricing oua dpt iube Pide DUO SEN M dE MU 68 Enable Price Groups Lu oeste tus o a Ban tiu tq tt ii ane 68 Allow Duplicate Services in Package uen ibt maet E RH tinci betbnedos 68 Services buttons in Customer Loo bup usaeiseisitete tiro toc iren rm Ur tt iiteesE 68 Allow Split Commission in Service Deli asserdssieseieietuiediebe pete tp tte tetEE 68 Auto Prompt Tor Split Commission m C heckotl cisoi tirant attesa b cpaens 68 Enable Auto Discounting cocotte eb UR EE OR oss EP a reisse 68
4. Figure 204 Timeclock Adjustment Screen SuperSalon version 5 Software Guide The Scheduler T ab Employee Scheduler POSITIS Employee Time Block Sdbo i AS Mn melc lock E me PS Y SW Y cass xo Y Ip m Monday March 10 2014 End Time 3 00 pm Enter Daily Notes using the Edit Note button Add Sched Figure 205 Creating a Schedule The Scheduler tab can be turned on or off by going to Setup Tab Software Settings System gt General Show Scheduler Tab After disabling or enabling press the F5 key to refresh SuperSalon If disabled it will still be available at Manager Tab Employees Employee Scheduler The default view of the Scheduler can be set to be Day View or Week View by navigating to Setup Tab Software Settings System Time Clock amp Scheduling Default Schedule View You can use the Edit Notes button to add notes to the employee s schedule Click anywhere under the Employee s name to view the notes To schedule an employee select the box that corresponds to the start time The Employee Schedule Editor pops up Select the Add Sched button SuperSalon Version 5 Software Guide Monday March 10 2014 Add New Schedule Select Hours Figure 206 Employee Schedule Editor Adjust the time as needed by entering or using the left or right arrows as needed Select the Save Changes button to save Moving the In hours adjusts the en
5. 53 Block Back Dar Product Salesi oor ederet oq uu edbnibsd iet rta decl ds 53 Track Pricing History oie vmm ua Unida bine EE PIU IR mi dE 53 Prompt for Upload After Product Order is Ordered Electronically 53 Display de corriere ba Remember Last Product SeBEe Dose et teta edat icu rapti o te oO 53 Adjust REASONS PM M 53 PSP POMS NIE E T 54 Show Appointment Tab Press F5 After Save Settings sss 54 Mangaalb Assign RESOU CES a io aicos oen usi et tit tht aped ie 54 Show Optimum Book IDIGEVale ua eie nd ttd rit reet Nie tinte 54 Void Waiting Servicing Tickets when Deleting Itinerary 55 Limit Employee Selection by Request Dy eedem pite vb ttes tr 55 Allow Duration to be Edd iusspispussis i rotas tnit Db pU ioni neu tuis M tun eU 55 Display the Post Booking Summary osdetieii ien eir term M oat manana 55 Display Customer Gender on ApDpODILDIPDIL seicsceiticrieitresetbe therein sitiens 55 Default Screen Main or Resource View s sssssssssisesesssssreressssrsrsreeensssssrreennsssesreeee 55 Keep Date and Time After Appointment ACtionS s ssss sesssssisrsessssssrsrsesssesresne 55 Track Booking and Editing Employees for Appointments 55 Track Regu est Ty OCS oseeeccuse nios ttai E hire RREA EAER TER 55 Track Appointment Requests on Production Report sss 55 Track Customer DOUPOO
6. Customer The Additional Information screen pops up Se End 5 15pm Depending on your settings you will have the lt gt opportunity to change the duration enter a Rc Request Type and Customer Source Setup Tab Software Settings System Appointments Allow Duration To Be Edited Track Request Types Track Customer Sources Select the OK button A post booking summary will pop up if you have this option enabled Setup Tab Software Settings System Appointments Display The Post Booking Summary Select the Ok button to finish creating the appointment Figure 194 Post Booking Summary Popup SuperSalon version 5 Software Guide If you choose to add a service on the post booking summary select the Add Service button select the service category and service and select the Done button You will be returned to the Appointment screen You will notice a Now Booking button for the additional service Select the time block and employee who will perform this second service Edit the duration Request Type Customer source if needed and select the OK button You will be returned to the Appointment screen The Now Booking button will change to show the added service and stylist who will perform the service Select the Done button to bring up the post booking summary again Select the Ok button to finish creating the appointment First scheduled service for
7. SuperSalon version 5 Software Guide Timecard Reports Tab Payroll Timecard The Timecard Report keeps track of employee clock ins and outs It provides a listing of how many hours an employee worked for the selected pay period broken up by the individual day The Original Hours listing is how many hours the employee actually clocked in for including overtime The Regular Hours listing is how many hours they were clocked in for that did not go into overtime Overtime hours is how many hours they worked that could be considered overtime The Break listing is used for when automatic breaks are enabled or when one is entered in manually It lists how long the break was for Split Shifts lists split shift hours Additional Hours is a listing of any additional time added for whatever reason Holiday and Vacation hours are also listed The Total Hours column is calculated by adding together all of the other columns with the exception of Original Hours The Weekly Hours column is calculated based off of the regular hours time If overtime after forty hours a week is enabled any time that spills past that point will be considered overtime hours as well If there are any errors the Timecard entry for the day will appear in red Finally the report also lets you know if the entry for the day was edited Figure 232 Employee Timecard Report Aside from displaying employee timeclock information the report is also where you can
8. ses s sssssssssissssssssssresessssssrsrensessnssrreeersssesreeeess 159 Show on Kiosk MR TTE m 159 Show on VVC CHICA 9 z cssesacacconseavaszesersetenvara ean ecteciasseeassecipesesensesdpeeeseeiesensenatacaaess 159 TAA acres faces tases OO esse eee S 159 Additonal Tax RE E T M 160 Additional Tax DebDaviOP unie cii ba SR OI OP ai anaes 160 Requires a RESOUTCE c uscudbnendo diii pude cis bi tuia iciduh actitud rh UH SN CUERO TES 160 Applicable DiSc Unts MR 160 Tiel ded in Pack dp o8 Loses rien trbruxEe ti Mal n uim RE RN 160 vnde AE 2s 0 D NN 161 181011123 MN MN 161 v d M 162 163 Edit PACK AROS T C 164 Series Sales Q 165 Ip no S eree EEE E 167 Echpi n eb o oU DUROS eden DRUMS 168 Add New DuSCOU BE estis nte t ai Ere EIU SONS pU rao tenes 169 Discount Code senene E ie eases 169 Namen toot ORM Re a unma m an ed M E 169 Discount Valid Prot EREOU Dess dysirbrteitSerti ae eu REP EHUIRUI URDU Edu Ete tuEuR d 169 Free Service Bounce Back eese teet tnetnetnee tee tnetn sensisset nn a 169 House Sale Only Requires Override ss a coeetucetipa inh hup tbe tes 170 Discount jo c 170 f Ncjel Milo unmanned eee 170 lbi es tiq diuo M 170 Disco nts to Re
9. Previous Next Navigate backward and forward through various screens Displays the help screen Displays the calendar for Calendas appointments f A Y Lr Displays the current day s A s i appointments Edit customer information or create notes The Options screen on the Appointment tab brings up a menu with other buttons to Print Itineraries Check Overbook view who is Waiting or in Service Gift Card Lookup and add Look amp Walks SuperSalon version 5 Software Guide Select the More button on the Wait Servicing screen to conduct price checks view today s sales next stylist and online tickets Select the Price Check button to enter or scan a product for price checks Select Today s Sales button to view today s ticket statistics and commissionable employee sales Use the Next Stylist button to view and select the next available stylists Cues the receipt printer to print any current preset questionniares established by the salon Close the relevant screen SuperSalon version 5 Software Guide TheTabs Select the tabs at the top of the screen to navigate between the different areas of SuperSalon Some menus located under tabs such as Setup may be password protected to limit access to certain employees Each time you select a tab it resets the screen For instance if two employees wish to clock in the first employee selects the Time Clock tab
10. r aoc c KNEE Se Select Pay Period Create New Pay Period Label Pay Period Setup L Prin Printer Pay periodbased on Weeks Number of weeks per period Day of week to start on Sun Mon Tue Wed Thu Payment Fri amp Sat Methods _ Select start date Sunday 3 02 2014 Permissions Show commissions for entire pay period KCN Pmemiemepeut Save Pay Perod Display Positions Receipt __Printer__ School Settings _ Software Settinas Utilities Figure 34 Create New Pay Period screen This example is based on weeks The Pay period setup screen is where you initially set up your pay periods This should be done prior to using SuperSalon for Check Out purposes as the Time Clock and Payroll Reports are dependent on it If no periods are shown select the Pay Period drop down menu and select Create new Pay Period If they are setup but they are incorrect select the pay period to delete and select the Remove Pay Period button at the bottom of the screen before selecting Create New Pay Period Follow the steps listed in the setup wizard Figure 34 to create a new pay period The steps provided will differ depending on if your location has a pay period based off of weeks or is bimonthly Be sure to select a starting date that includes the first day your location was open and starts on the same day of the week that you want your pay periods to b
11. Code Track Production Hourly Bonus Parent Position Display Total Hours on Time Clock px WE Warning Deleting a position will also delete all sub positions that it contains Figure 31 Edit Time Clock Positions Calan Pa fF a SN aac OO pe S u pe ro aiVl ll Version oOItWare GUI e To add a position choose a name for the position enter a code and select Yes to have SuperSalon track production time and add any hourly bonus you wish for this position this is rare Tracking production time is usually used to differentiate between hours used to calculate commission for production employees and noncommissioned hours for receptionist and management duties Generally an employee should only use a production clock in when they are performing services on customers You can also set up sub positions If you are setting up a sub position select the Parent Position from the drop down list Only the sub positions will show on the Time Clock list Sub positions are useful if your location wants to break up positions into groups for reporting or bonus purposes for instance day shift and night shift All employees can be set to the parent position in their employee setup and then clock in using the relevant sub position When viewing reports you will be able to see statistics for the sub position in relation to the parent position When employees punch in they should do so as to reflect the duties they will be p
12. Receipt Printer Chemical Release Questions sensitive some d How many T color jobs jac you E Do you have a history of dry j Figure 85 Chemical Release Questions There are five chemical release questions available It is up to the discretion of the salon as to which questions to ask though it is advised that questions involving the use of chemicals be asked The available answer types for the questions are either Yes No or Numerical SuperSalon version 5 Software Guide Rate My Visit Footer Setup Tab Receipt Printer Rate My Visit Footer This is an optional footer which is visible once you have subscribed to the RateMyVisit com service This service gives your customers the opportunity to go online to www RateMyVisit com and rate their visit to your salon using a unique visit number printed on their receipt Customers do not need to remember their stylist name wait time when they received their service or what they purchased etc The unique number printed on the receipt matches the transaction This footer should be used to advertise incentives or discounts to use RateMyVisit com The system can generate a discount code that customers can use on subsequent visits This will encourage customers to use the Rate My Visit system The results of their survey are viewable from the SuperSalon I Office 7 aea a eea a ea ee lee eee is eo om o Pom eT Te Te lal MESAC Toss EORR ee
13. 14 o Schedule Set diea nes whe cary o e Der o 10 Mo Schedule Set No Schedule Set No Schedule Set No Schedule Set No For Day For Day For Day For Day o 237 18 19 20 eres gs os oes epa aine alerts cal o No Schedule Set oe AM S EARN yehed For Day 31 Figure 200 Schedule Based Time Clock SuperSalon version 5 Software Guide Editing and Adjusting Time Clock Entries Reports Tab Payroll Timecardor Payroll The time clock adjustment features can be accessed through the Reports tab on the Payroll reports amp Time Card reports To access the Timecard Report through the Payroll reports go to the Reports Tab Payroll Payroll select a date range and select Generate Report The Payroll Report will appear On the Payroll Report select the employee whose time you wish to edit or adjust Their Timecard Report will appear Select an employee to view their Timecard Report 20 43 100 00 20 43 von o IY ar on Figure 201 Payroll Report Adjusting Time Cards Another way to access the Timecard Report is to go to the Reports Tab Payroll Timecard select a date range and select Generate Report The Timecard Report will appear listing all employees Select the employee whose time you wish to edit or adjust Their Timecard Report will appear OT Hrs Break Spit Sft Add Hrs Hol Hrs Vac Hrs Tot Hrs Weekly Hrs Edited Error Of a 0 00 N f n N Click on the actual time to mak
14. Employees Check the employee list to see if their name is listed as an Active Employee If they are not under Active Employees check the inactive list If they are not listed select the Add New Employee button and enter the employee s information Make sure you enter their first and last name and that you check the box under Performs Services if they are a production technician Select Save when completed If they are listed as an Inactive Employee they will not show on the Time Clock either Salon version 5 Software Guide Clock In amp Out Screen Time Clock Tab Select Employee SHba gAppimnts Tie Claes reuse dM knEgSR SD Messages WU Clipper MacGhee Monday March 10 2014 Clckins amp Ous Repots bh Clock Time Edited Time Position srat uniProsucton imes edited times and employee am c NES position per time frame e Es Prat ite temze Report After clocking out employees can print Mini Reports that show statistics and appointments ETITTa Em PRIME ERE and RES ERE Figure 199 Default Schedule Time Clock Punch In amp Out Screen There are several options for the Clock In and Out screen Setup Tab Software Settings System Time Clock amp Scheduling Disable Time Clock Reports Only Show Employee Position In Time Clock Schedule Based Time Clock Default Schedule Screen Amount Of Time Allowed To Schedule Outside Store Hours To clock in
15. amp SuperSalon E E h SIMPLY SOFTWARE Software User s Manual ROGERS SOFTWARE DEVELOPMENT Sales amp Management Software for the Salon amp Spa Industry SuperSalon Version 5 Software User s Manual SuperSalon Software User s Manual Phone 888 458 1001 ForSupport Paper amp Hardware Orders Press 1 For Sales Press3 For Accounting Press 4 For Directory Press 5 For Fax E mail amp Postal Address Press 6 E mail sales 2 rogerspos com or support rogerspos com SuperSalon amp Rogers POS Copyright Rogers Software Development Inc 2003 2014 ROGERS SOFTWARE DEVELOPMENT INC SuperSalon v 5 x The information in this document is subject to change without notice and does not represent a commitment on the part of Rogers Software Development Inc This software may only be used or copied in accordance with the terms of the software license agreement It is against the law to copy the software through any means except as specifically allowed in the software license agreement No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written consent of Rogers Software Development Inc Table of Contents Introduction e 1 Quick Referente M 2 Checking in New CUSstoMeErsS sssssssssriisssrisseissssyiserrresssyussekiis
16. Monthly Financial Report Reports Tab Sales Monthly Financial Report Tot Employee Hrs 500 62 Payout Vendors 584 45 20 79 100 12 68 62 0 12 193 E 0 42 ta Unknown Unknown Ticket 0 00 9 Ticket 47 82 230 Ticket 435 35 223 Quick Sale 39 09 188 Quick Sale 39 09 188 J i J 39 09 188 SevceSses LIP WI ZR eni riii starter per eem ale 015at 025un Figure 222 Monthly Financial Report The Monthly Financial Report provides a look at the Total Gross and Net sales for the location coupled with the closeout totals for each date in the month selected The primary purpose of the report is to assist with quickly identitying which days were the most productive for the location as well as spotting overages or shortages with the closeout for each day in the month The totals for each day are added together at the bottom of the mid section of the report as a monthly total Because this section is compartmentalized it is easy to identify Total Gross and Net as well as the Gross and Net for product and service sales respectively Taxes and gift certificate card sales are also tracked separately The information in the closeout totals section is dependent on the closeout information entered under Manager Tab Closeout If the closeout for a particular date is incorrect then it will throw off the total calculation at the end The closeout totals section also contains the Reported and Act
17. Receipt Printer Additional Footer The Additional Footer can be programmed to print out at desired increments perhaps every 100th customer This might be a message that says You win a free haircut on your next visit This is an inexpensive way to influence customers to take receipts Select Additional Footer to add text and set how often you would like it to print We recommend a sign that says Check your receipt to see if you have won To disable this option set it to 0 Custom Header Setup Tab Receipt Printer Custom Header Any text added to the Custom header field will be added to all receipts Membership Setup Tab Receipt Printer Membership This text will contain membership contract information and a signature line The receipt will print when a membership is approved Chemical Release Options Setup Tab Receipt Printer Chemical Release Options The Release Text setup screen allows you to enter text that you would like to be printed on your Liability release form This is a form that is printed by the receipt printer when you select the Chemical Release button on the New Ticket screen This is usually signed by the customer and retained by the salon An option to automatically print the release is available at the bottom of the screen Please consult your franchisor or attorney before using this function SuperSalon Version 5 Software Guide Chemical Release Questions Setup Tab
18. Software Settings A bed iverage Inventory Type A Inventory Manager Enable Enter to Update Product 2 show option to ada returne to Inventory e me 2 Track Pricing History Prompt for upload after product order is ordered electronically m men amp fi HU i T EL om E 3 3 i Remember Last Product sed P Figure 45 Inventory Software Settings Allow Clearance Price Discount Average Inventory Type Choose whether you wish to use a weighted average inventory type or not Inventory Manager Enable Enter to Update Product If you would like to use the Enter button on your keyboard to update products when using the Inventory Manager enable this option Calan Vra E Onfhinarn f Supe roalon Version 5 Software Guide Show Option to Add Returns to Inventory Put Back on Shelf Enabling this option will allow you to choose whether an item being returned will be put back on the shelf or not These buttons will show on the Additional Refund Information screen Block Back Bar Product Sale Enable this option if you wish to prevent employees from selling Back Bar items You must also select Back Bar from the Type drop down on the product record Manager Tab Products Product Record Type Track Pricing History If this option is enabled the system will track product pricing history This is used in the Proof of Inventory report Reports Tab Retail Proof of Inventory R
19. Software Settings gt System Wait Time mone Default Service Cuit m a Assumed Walk in Rate 96 water 60 Figure 49 Wait Time Software Settings Wait Time Calculation Wait time calculation assigns customers to stylists based on which one is predicted to be available next It calculates when a stylist will be done with their current customer based on the stylist s set completion time and then assigns the next customer in line unless they have a request for a different stylist This is based on the wait time or call ahead time of the ticket Depending on the settings it may factor in schedules To see the mapping the system generates click on the wait time bar Wait Time Disabled When this is set to yes wait time calculation is turned off Turned on SuperSalon can continually calculate the approximate wait time for walk in customers This allows a receptionist to quickly give the customer a wait time quote Disallow this line to prevent the system from using this calculation S u pe rS a C f j rs ion 5 Sc f vare t j UIC C Default Service Default Time The call ahead wait time is designed to assume that walk ins may show up before the call aheads arrive To provide an accurate time estimate SuperSalon pads the call ahead time estimates to accommodate potential walk ins The service or time chosen here is the assumed service time of any potential walk ins Figure 49 shows the relationship
20. Summary gem mrs Figure 146 Close Out Screen Showing Completed Closeout At the end of the day remove the opening till amount and count the balance Enter it in the End day count field on the Close out screen Do the same for the End day checks and credit totals For each payment type you can see the difference between your totals and the computed totals If there is a disparity with checks or credit select the corresponding button on the Helper screen It will list all of the transactions entered for the day and it will show the ticket numbers This makes it easy to find a missing check or credit slip Verify each item by checking it off When you are finished select the Save Close button The red Open on the top of the screen will change to Closed This data will transfer to the Daily Weekly and Monthly reports If you go back and edit a prior day s close be sure to select the Save Close button again to re close the day This will update the reports The system will alert you if there are open tickets before closing out upero aiii VCE ISIOI o 5O0ltWare oude If you want SuperSalon to add drops to the closeout total check Add Drops to Closeout Totals in the Software Settings Setup Tab Software Settings System Open amp Close Add Drops to Close Out Totals Some salons wanted to have SuperSalon add the drops to the Mid day and End day entries when calculating the final counted total this is so
21. Supe rSalon version 5 Software Guide d Hold Tickets in the Service List can be Held This tells SuperSalon that the service is completed but they are not ready to Check Out yet This is typically used when one family member is done but waiting for the next to be completed or if a customer needs to leave to get money e Late Here If a ticket was created using the Call Ahead option the Late and Here buttons will appear Select Here to keep a customer s place in line from the time they called Select Late to send them to the back of the line Amount Fields If the amount field in the setup area for Service Products or Discounts is set to 0 or variable you will be prompted to enter an amount during Check Out This allows you to have items that accept variable pricing For instance you can charge 10 or 50 for a style depending on how long it took Figure 5 Variable price amount screen Commission button During Check Out you can reallocate commission to an employee other than the originally selected one This might be used if one employee did the service and another sold the product or if the customer moved from one employee to another Another example is where one employee did a service and a different employee performed another service Sometimes one employee will do a haircut but another will do the color Selling amp Redeeming Gift Certificates In order to use the Gift Certificate system it must first be enabled and
22. Because it is possible to select services under the action menu it is not necessary to add all of your services to the Quick Keys list Salon version 5 Software Guide Add Edit Service Manager Tab Services Add Service Brands tne ne oraa Discounts Employees EX E i Use Minimum Price wembershipd Varable Priced Opening Packages Products Discount to use when redeeming service Quick Keya Points Free Haircut Resources ee shareoo 0 00 coneeons 0 00 EL coor3000 Pems000 Sales C saoe oseiBOb Update Upload Vendors Hold the CTRL button down to select or deselect mulipia tems Figure 124 Edit Service Screen To add a new service select the Add Service button To edit a service select the service from the services list and change any settings you wish When you are finished select Save Service To delete a service select it and select Delete Service When adding a new service first add your desired Service Code and then add a Description You may not share Service or Product Codes as this will create a database conflict Now add a Service Category and enter an amount This will be used for various categorizing and reporting functions including the category list for pre selecting services when creating new tickets SuperS alon version 5 Software Guide Edit Service Menu Service Code The service code can
23. Gift Membership Opening Packages Products Quick Keys Resources School Search C eS Series L Sales Services Update Upload Figure 136 Vendor Menu When you add new products you can enter a vendor This is where you add edit or delete vendors These might include local national or franchisor vendors This allows you to print orders for specific vendors and sort various lists and reports by vendor It also allows you to search for products by vendor To add a vendor select the Add Vendor button and enter the name and other information that applies to the vendor Salon version 5 Software Guide Resources Manager Tab Resources a Cents Wn Goss xdi WEAK Managen Sap Messages m DEA Brands Card Terminal Customers Departments Discounts Employees acc BN a Voucher _ Membership Opening Packages Products Quick Keys School OOOOOOQD Services Update Upload Vendors Figure 137 Manage Resources Screen If you have resources that are required for some services here is where you set these up Examples might include a massage room for a massage or a tanning bed for a tan Select the Manage Resource Categories button Enter a name for the Resource Category and select the Add Category button Then select the Manage Resources button to add the individual resources Enter the resource name in the name field and se
24. Using your touch screen or keyboard search for customer name or phone numbers Repeat customers matching search description will be listed below New customer Add them m to the database by selecting the Add New M Customer button ij Figure 150 Checking in an Existing Customer From the Default screen select the New Ticket button If you are using the customer database the screen will change to the Customer Search screen Type in part or all of a telephone number or name to search for the customer in the database For example John Doe John Doe J Doe John D 555 1212 1212 will all bring up customers with all or part of the information you entered Select the desired name then select the Next button If you are not using the customer database selecting the New Ticket button will take you directly to the Ticket Options screen If you do not find the customer in the database select the Add New Customer button to add them to the database If there is a space between the first and last name SuperSalon will automatically enter their first name in the first name field and the last name in to the last name field SuperSalon also detects phone numbers and puts them in the phone field For product only customers you will always want to use the Quick Sale button SuperSalon version 5 Software Guide View Existing Customer Information Default Screen N New Ticket En
25. choose Phone Auth from the dropdown Figure 16 Creating the Phone Auth payment method From the Payment Method Settings screen enter a Code for the Phone Auth payment method and then select Phone Auth from the drop down menu under Type Enter a description and choose whether to include and or require a memo Be sure to save when complete This is used after receiving a voice confirmation for a credit card payment It functions much like a regular sale with the addition of an authorization code field on the payment screen These are then entered into the open batch to be transmitted along with all other credit card payments SuperSalon version 5 Software Guide SVS Reward Card Payment Method Setup Tab Payment Methods Create a New Payment f Sio Y Corinne frutas teta Sicat ff Tos fumes sap Y Message SY 2 Enter the desired description of the payment method 1 Enter the desired code then choose SVS Reward Card from the dropdown Figure 17 Creating the SVS Reward Card payment method From the Payment Method Settings screen enter a Code for the SVS Reward Card payment method and then select SVS Reward Card from the drop down menu under Type Enter a description and choose whether to include and or require a memo Be sure to save the payment method when finished Salon version 5 Software Guide Paid In Out Account Codes Setup Tab Payment Methods Paid In Out Acct Codes Seis
26. etc By default this option is not available SuperSalon technical support will need to enable this for your location Contact 888 458 1001 ext 1 or support rogerspos com Use Regis World Search World Search managed and maintained by Regis If you are a Regis Franchisee and you would like to use the Regis WCD contact your Regis Representative Cols enim efti en IL Supe roaion Version 5 Software Guide Enable Auto Update During Customer Selection Enable to have the system automatically update customer information during customer selection Search by Name and Postcode If enabled World Search will search for customers by their Name and Postal code Search by Primary Phone Number If enabled World Search will search for customers by their Phone Number Search by Loyalty Number If enabled World Search will search for customers by their Loyalty Number Search by Quickpass ID If enabled World Search will search for customers by their Quickpass ID SuperSalon version 5 Software Guide WebCheckin Setup Tab Software Settings Marketing WebCheckin wsacanvnsaloncheckin com E a Apa mwaaa Note On enabling webcheckin settings Salon details get propogated to Webcheckin Server Figure 63 WebCheckin Software Settings WebCheckin Settings These options are not available by default If you wish to use the WebCheckin feature allowing customers to check into your salon for appointments and call aheads via the i
27. ornan a RE E D NR E ES 235 Retail to Service Net RtS eoatoso dU UU USO EA EO taa Gm In etn detiene 236 Sales Per Hour GpH sorserien Uem NIE M DU DAN bAtU an na dolest 236 Service and Product Categories sicca ciation EHTUR NEU FEert i 236 Ticket ACT ae E 236 jjj c M DAIN 236 Pj x 236 Popular Reports NEM 237 Production RepoPt eqpestuikeier o tmb scettr Dac b ne nna 238 Salon Dashboard ou udo qoot mio BON Ies e Dep MM MEIN MN MAT 239 Daily TS OR C 240 End or Daye ooe 242 Deposit SUMMATY cine si Ed meen edd DL UO DEM SURE 243 Monthly Financial RODOPL oasis mb tate nubit pina tpi um Eve DE 244 no TAL Goat Ye ii MM MM 7 U 246 Produet Sales RepOtLesiasn dine Emu Ot m EM t ODE SHARE nU IR EE 247 Product sales iB cim 248 Inventory eo M 249 Discount Uc 252 Schedule FOrecasuine ccaiscsnsirnineieniinied sania 259 TINO S scm a D En R 255 DM assoc eyes acs ees saps a e ae a R A a 257 Audit Sta StiCS aap Macias aea e mM D te M a IE 259 MINEREPOTTS sira R a A E a EEA does teen 260 Mini Production BeDOBE sensu uni Dat NI IPIEM DIO RID NM PII M ATO 260 Prod ct COBRUELDIBS Ea otii Em as I EM MEME eM UE 260 Product Price DIS en tnt satt ER ETE 260 alpin We ae eee TOU deb ra Dad iu
28. select the button for the position you are working Positions are set up under the Setup tab The employee schedule is also listed at the bottom and can be printed by selecting the Print Schedule button To punch out select the time clock tab and select the Clock Out button Sometimes it is useful to punch in and out during the day as positions are changed to make it easier to keep track of pay for different positions worked This also keeps production numbers from lowering when stylists do off the floor work such as inventory Salon version 5 Software Guide Tips can be added at the end of the day or week on this screen The Today s Tips number will show any tips already added either on this screen or on the Check Out screen The Tips Adjust field can be turned on or off by navigating to Setup Tab Software Settings Sales Tips Tip Adjustments On Time Clock Mini Reports can be printed on the receipt printer The Mini Production and Mini Itemize Reports can be disabled by navigating to Setup Tab Software Settings System Time Clock amp Scheduling Disable Time Clock Reports The Clock In and Out screen can also be set to show in Schedule View Setup Tab Software Settings System Time Clock amp Scheduling Schedule Based Time Clock EXE Y CX Yama Sica Y RDIS Yu Y SD i Yus f D D Jessica James Time Clock For March 2014 Monday Tuesday Wednesday Thursday Friday Saturday Sunday
29. 00 2 83 2 _ YemgCut 125 55 0 00 0 00 125 55 125 55 19 71 18 91 Service Totals 36 59140 15 95 11 00 574 45 564 45 88 62 89 09 Product Totals 6 72 45 0 00 0 00 72 45 72 45 11 38 10 91 Gift Certificate Totals o 0 09 0 00 0 00 0 00 0 00 0 00 0 00 SWsGftTotals 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Employee Totals 32 663 85 15 95 1100 646 90 635 90 100 00 100 00 Total Prod Hrs 30 38 Total Haircuts 32 Gross Srvs Hour 19 47 Net Ticket 17 69 Total Other Hrs 0 00 105 Net Srvs Hour 18 58 Gross Ticket 18 44 Total Hrs 30 38 Avg Cut Time 8 23 mins Gross PrdsHour 2 38 Net Cut 19 90 Male Cust 66 67 24 36 Avg Between Cuts 30 06 mins Net Prds Hour 2 38 Gross Cut 20 75 Female Cust 33 33 Cuts 7 mins 3 Cuts gt 20 mins 2 PPG 2 01 Tips 53 20 Srvs Tickets 35 Net Prds on Srvs Tickets 39 95 Net Amnt Srvs Tickets 604 40 Srvs Ticket Amt 17 27 Net Prds on Srvs Ti Srvs 7 08 Figure 216 Production Report View of Store Totals Salon version 5 Software Guide Salon Dashboard Reports Tab Sales Salon Dashboard 111 00 18 52 94 70 16 27 206 40 17 42 137 75 2140 73 80 1177 17245 27092 0 00 0 00 590 40 19 10 podint Qn Tot Tot New R oye t ues OUNC SITE 110 00 90 9 00 ced 32 88 9 E 484 45 85 8 0 00 100 0 EGIS 0 00 1 100 9 1 0 0 100 096 2 56 LILO 50 00 8 9 0 00 10 00 16 756 KENR 0 00 211 00100 09 amp 0 0 100 0 1 289 00 25 46 18 00 3 2 0 00 0
30. 999 unlimited 4 Figure 48 Time Clock amp Scheduling Software Settings Disable Time Clock Reports If this line is disabled employees will not be able to print the Mini Production and Itemize Reports from the Time Clock Require Password for Clock In Out Enable this option to require employees to enter a password when clocking in on the Time Clock Tab Only Show Employee Position In Time Clock When enabled the position set for an employee in the general section of their Employee Setup Manager Tab Employees Select Employee General button is the only position that will be available for them to clock in as under the Time Clock tab Positions can be created under Setup Tab Positions SuperSalon version 5 Software Guide Schedule Based Time Clock Enable this line to change the Time Clock to one that is schedule based When schedule based Time Clock is enabled employees are automatically clocked in based on the times they have been scheduled for under Manager Tab Employees Employee Scheduler Default Schedule Screen If Day View is chosen the scheduler will default to the current day If Schedule View is selected the Scheduler will default to the current week Amount of Time Allowed to Schedule Outside Store Hours If you would like the ability to schedule employees outside of store hours enter the amount of time here SuperSalon version 5 Software Guide Wait Time Setup Tab
31. Cash am Koehler MacGhee Mulet 0 00 0 00 E 3 z Clipper Mantenence House Sae Fiberglass 0 00 0 00 Cookies 0 00 0 00 0 00 0 00 Cash Femandez HAIRCUT 19 95 0 00 12 26pm 1 16pm Mitoniin Y Vinci 0 00 19 95 0 00 19 95 6 1 17pm 2 22pm Refund 19 95 19 95 0 00 19 95 Peter Cuts Zoe HAIRCUT 19 95 0 00 S 225p 2 36pm penberg 0 00 19 95 0 00 19 95 Cash Samson HAIRCUT 19 95 0 00 7 306pm 3 06pm Quick Sale Delish 0 00 19 95 0 00 19 95 Figure 219 End of Day Ticket Listing The End of Day report displays every single ticket that was checked in for the requested date The employee who performed the service or sold the product is listed as well as the customer name service time and Check Out time The report is primarily used to circumvent using the search sales screen to bring up ticket information since by using End of Day all of the information is loaded and ready to view eLearning Demo Voids 3 10 2014 Ticket Service Time Check Out Customer Request New Stylist Item Price Discount Memo Subtotal Tax Total Git Total Card Discount Tuition Gross Mun alis Ticket Paid Paid Out Ins Outs Non Payment 99 75 19 95 000 0 00 0 00 0 00 0 00 0 00 79 80 0 00 0 00 0 00 4 0 00 79 80 Total Total Total Gross Ticket Tax Net Sales 79 80 0 00 79 80 eLearning Demo Closeout Totals by Payment Method Figure 220 End of Day Void
32. Certificate is chosen for a sale Select the individual Gift Certificate from this dropdown Figure 14 Gift certificate selec tion at Check Out SuperSalon version 5 Software Guide Gift Card Payment Method Setup Tab Payment Methods Create a New Payment r7 m T PTA eure SS a ee 7 wr Sdbe KAppimntsg uiuis lect Sie RDW U XXI Drawer S IET IM Company Y 3 Save the Payment nfo _ Method into the me system 2 Enter the desired description of the payment method 1 Enter the desired code then choose SVS Heartland or other integrated gift method from the dropdown i p Figure 15 Creating the Gift Card payment method On the Payment Method Actions screen enter a Code for the Gift Card payment method select SVS Gift Card or other solution from the drop down menu under Type and then enter a description Be sure to save when complete The use of gift cards also requires entering information under the PC Charge SVS Heartland or Monetra buttons Please contact SuperSalon technical support for help with this Call 888 458 1001 then press 1 or e mail support rogerspos com SuperSalon version 5 Software Guide Phone Auth Payment Method Setup Tab Payment Methods Create a New Payment I 3 Save the Payment Method into the system 2 Enter the desired description of the payment method 1 Enter the desired code then
33. Coats ihe Gets ierat j use Managers jMessagesg Wu TOGAS tegration Setup ae General E Crest Card Gift Card Processor Processor Setup Setup tInfot ss a anm Finger Scanner id In Out Account Codes ch r Internet Setup J Select the Paid In Out ATIS Label Acct Codes button rinter Local TL Accent Pret I Select the Create New Account Code button Owner Coffee Donuts Morning Coffee and Donuts Paid Out Admin _Password _ Fund Raiser FNDRSR Red Cross Fund Raiser Paid In Admin Payroll JONUSES _ Permissions Pole Positions Receipt Printer School Settings Software Settings _ Utilities Figure 18 Paid In Out Account Codes screen Select the Paid In Out Acct Codes button to create Account Codes for your Paid Ins and Paid Outs Sales Tab Open Till Paid In or Paid Out Create new Account Codes by selecting the Create New Account Code button The Account Code Actions screen will pop up Enter the Code Name Description Account Prefix and then select Paid In or Paid Out On the Paid In or Paid Out screen the Account Name will be listed Enter the dollar amount and select the Account Name from the drop down enter a reason if needed and select the Make Payment or Complete Paid Out button to finish SuperSalon version 5 Software Guide Figure 19 Paid In Screen with Account Code If Assume All Paid Ins are Cash is not
34. Command In Card Terminal Positions Stan 000008 Receipt Timeout 60 pe Store Currency United States Dollar 7 Settings Software ings Utilities Figure 28 Configuring SVS Gift cards SVS Gift Cards are configured under the SVS Settings page of the Gift Card Processor Setup screen To setup SVS Gift cards please contact Rogers technical support Call 888 458 1001 then press 1 or e mail support rogerspos com For instructions on issuing and activating gift cards please consult the Sales section page 201 Salon version 5 Software Guide Monetra Gift Card Settings Setup Tab Payment Methods Gift Card Processor Setup Monetra a SES CEES Vine deds Scheduler RS Unease Sap Messages WD T tegration Setup Paid In Out Acct screen cone E Codes Processor Setup Finger Scanner rr Internet PC Charge svs m Heartland Setup i mn Printer Only one gft card processor can be enabled at a time If you save a new card processor to be enabled t wil disable other cand processors Card Swipe Device Com Port ne None Card Reader Timeout In Seconds 60 een eel Server Address Nu Receipt er User Password hr 0 School A 3 AN Process Gift Cards Software Gift Card Processor Settings ls Vult Allow Gift Cards To Be Processed For Wes Partial Amount Enable Issue Command
35. Guide Import File Type SuperSalon allows schools to directly import export Fame Freedom Premiere as well as time clock systems such as Accuengine This allows schools using SuperSalon for their clinic work to automatically push student data to these systems Choose File No file chosen ES Pee import Export Credits To Freedom Only Students All Employees SC Export Enter Date Range Only Students All Employees qw Figure 68 Freedom Import Fame Freedom Integration Select the Freedom Import File Type Enter fameini path 1 Click and browse for the FAME ini file from the Freedom installation path and select Enter the Credit export path 1 Browse to the StudList txt file and select a Click and browse for the FAME ini file from the Freedom installation path and select SuperSalon version 5 Software Guide Enter the Timeclock export path 1 Browse to the import directory and select a Export example C FAMEWare POS Import ToFrame Exporting service tickets info of FAME students from POS 1 Select Export button to export clinic work done by students SuperSalon retrieves the path from the FAME ini settings During each export it saves the time when the export was completed last and the next data export starts from the previous time saved It considers only completed tickets of SuperSalon for export Accuengine Clock Import 1 First import the student list from Freedom 2 Select Non Biometri
36. MN X 75 Allow tips to be adjusted negatively sessssssrsssesssssrsrsssssresressssssrsrersnsesnenreseessss 75 Credit Card Tip Warming nsss qn etna E bv EA 75 Allow Tip Pire e M 75 Tip Limit Percentage eisai tansacsasseseat ceuctonnnaesisbadsssestin apis neussacuasteme ont 75 Walk verbii RM as 76 Text Before Daldfioe taceo Por Raus bur Eti REMEDIUM NR UR UP LEE 76 Text After Balance D 76 Show During Appointment BOOKING c sicistensscutrereunoariinnunimmnmeanaus 76 Show in Servicing From Appointment sesssssrsesessssssressssssrsrsreeenssssrreensnssesreees 76 Show During New Ticket Creation meesiiesisriiiicnnnrieiiineiiiiisii 77 Show in Servicing From Waiting DICKOfS uetiste sitet iet cue np IR eet tiae 77 Show in Service Ticket ROOOIDE ou nessiraeietau ras ties baa pa FR pni a 77 Add Walk TCU condotti Rude ecenari eaten eaten md E EE 77 SMS amp F mal oos ct n E E E ETUI M M nM UE 78 Allow SMS Feedback SyS OIib asancentuativie aliis Ir POR UENER tU EIL PEE 78 le fehileii rino 79 Salon Mobile N MPet oieunm wc ovt utnn RU oa ERR mp RR DE 79 SMS Account Dalatfte ae eee nee mE ata D m a eee ies 79 Appointment Alert MOSSIBO Giotto dr e HUND MIU Ua t tq Titi ER 79 Appointment Confirmation Message xiccscccciniiesciuencnauncmonuiilaan 79 Appointment Reminder MeSSape csi ensestusmten ttam ted ted naii 79 Checkout Alert Message c sidsetein
37. No here the Notes button will not flash regardless of whether there are notes or not Days to Check for Duplicate Booking Enter the number of days ahead you wish the system to check for duplicate bookings here The system will notify you when you are double booked If it is not necessary to have the system check for double booking enter a 0 to disable Appointment Screen Timeout in Seconds Enter a non zero value here to require an employee to log in to the Appointment screen after the screen is idle for the entered number of seconds Entering zero will disable this function Appointment Time Interval Select your preferred appointment time interval Intervals are in 15 minute increments Products Attached to Appointments Default to House Sale for Commission A customer who has come in for an appointment may purchase a product at Check Out If this line is enabled the commission for the product will be assigned as a house sale If disabled the stylist performing the services will receive the commission SuperSalon version 5 Software Guide Security amp Privacy Setup Tab Software Settings System Security amp Privacy Software Settings fut Log Out at sales sereen P w P Pade appicabie discounts from produet setu S he Figure 47 Security amp Privacy Software Settings Authentication Dialog Mode By default the Authentication box displays a list of individuals who are currently clocked
38. Overlays amp Add On Color Color Mens Haircut Hair Cut oOo0o0 amp 00 o00000008 cOcoocoooo0o0o0o000o0o00 Figure 224 Service Sales Report The Service Sales report provides a list of the services sold for the requested date range The report is broken into two sections The first section displays a list of services sold by category while the second section displays a list of the services sold by name Both sections provide an overview of gross and net income as well as a list of refunds discounts and voids The Sales by Category section is susceptible to reporting incorrect data if a service s category is configured incorrectly Because of this it is important to make sure that services set up in the system are assigned to the right category SuperSalon version 5 Software Guide Product Sales Report Reports Tab Products Product Sales Costs Net Retails Last Sold 1 S8 2046 2200 1 16 pm 3 03 2014 Total 0 201 57 401 89 451 78 Figure 225 Product Sales Report The Product Sales Report provides a list of products sold for the requested date range The report has the ability to narrow the search results by vendor brand and category The results can then be organized further by clicking on one of the blue headers at the top If a product was sold more than once during the requested date range the Last Sold field displays the last time the product was sold during the displayed dates Aside from lis
39. PC Charge SHEO Bappimntse Vino elles Schecter OMS j a Gp Messages LoD Cash Credit Card SENEE Paid in Out Acct is o me o BEBE L ano Finger scanner _ Scanner pe SS Internet svs Monetra Heartiand Setup Oe p WP Ta Label Only one gft card processor can be enabled at a time If you save a new card processor to be enabled amp wil disable al Printer other card processors Loc al Owner Payroll Bonuses Permissions Pole Display _ Positions Receipt Printer _ School Enabled Settings _ Software Processor Valutec Settings _ Uities Terminal 0 Figure 27 Configuring Valutec Gift cards Valutec Gift cards are configured under the PC Charge Settings page of the Gift Card Processor Setup screen To setup PC Charge Gift cards please contact Rogers technical support Call 888 458 1001 then press 1 or e mail support rogerspos com For instructions on issuing and activating gift cards please consult the Sales section page 201 Salon version 5 Software Guide SVS Gift Card Settings Setup Tab Payment Methods Gift Card Processor Setup gt SVS gem jv am v vw v 7 V iw z J aA ATINS iuro elles xsara Reports A Manasse Sap Messages lll us Cash Company Finger Scanner NEM Setun Label NE Mec Pe E Cara Swipe Device Com Pon Hone Hone Use Test Server lt Enable Issue
40. Report View of Single Employee The primary purpose of the Production Report is to provide a detailed overview of individual employee sales and performance for the requested date range The Production Report displays a list of the services performed by each individual employee the Net and Gross worth of the services performed as well as the commission generated by the employee as well Aside from offering a detailed look at their servicing performance the Production Report also offers product sale counts as well as gift certificate card sale counts Located below the actual employee sales is a listing of their production other and total hours This is further augmented by other servicing statistics such as individual Male and Female customer count total haircuts PPH PPG Average Service Time and etc After every employee has been displayed individually the production report generated statistics for the entire location in the form of Store Totals The servicing statistics at the bottom are an average of all of the employee statistics that were shown before Store Totals item Count Gross Refund Discount Commission Net 3elNet Grosss Haircut 20 318 00 15 95 1 00 3205 3205 47 43 48 05 Haircut I1 3 56 85 0 00 0 00 56 85 56 85 8 93 8 56 lpWa 1 12 00 0 00 0 00 12 00 12 00 188 1 81 Pre Treatment 1 10 00 0 00 0 00 10 00 10 00 1 57 LSL Shimmer One 1 50 00 0 00 10 00 50 00 30 00 6 28 753 Styling 1 18 00 0 00 0 00 18 00 18
41. Software the Software and the Documentation only for the specific purposes set forth herein and for no other purpose The purpose for which the foregoing limited non transferable license is granted is to permit you to use the Software to assist you in retail sales and management on a single computer or a single network supporting no more than the permitted number of network users at one time Use Restrictions 2 Without enlarging in any way the scope of the limited license set forth above you agree not to do any of the following a Copy the Software for any purpose other than for backup purposes b Copy the Documentation for any purpose c Use the Software on or gain access from more than one machine at a time nor install it in a fashion that makes it available for running on or access from more than one machine at a time unless in conjunction with your purchase of a license to use the Software you have paid local area network or wide area network concurrent user fees and any other charges imposed by Rogers Software Development inc for such use or access If you have paid such fees then you agree not to allow more than the licensed number of users to use the Software at one time More than one machine includes among other things use on a local area or wide area network or a multi use computer with several terminals d Rent Lease license sub license or assign the use of the Software to other e Reverse engineer decompile
42. added to the Setup Tab Settings SuperSalon allows you to prompt for credits and grades at ringout This is usually used if an instructor is present Figure 65 Prompt for Credits amp Grades at Ringout Setting Prompt for Credits at Ringout When Yes is selected on this screen a popup appears at ringout allowing an instructor to enter credits for services performed If this setting is set to No students automatically receive full credit for the services they perform which can be edited by navigating to the Reports Tab School Student Credits Figure 66 Assign Credits Popup at Ringout Qalan Vereins kROAsfhuamrs Rinna SuperSalon Version 5 Software Guide Prompt for Grades at Ringout When Yes is selected on this screen a popup appears at ringout allowing an instructor to enter grades for services performed as well as a space for customers to grade the service as well Figure 67 Assign Grades Popup at Ringout Grades can be edited and unassigned grades can be entered at Reports School Student Grades Grades are unassigned if the Skip button is used at ringout The grade field supports up to two decimal places of precision for example 98 75 Grades and credits can also be assigned for services performed on mannequins This allows students to receive adequate grades and credits to graduate in a reasonable amount of time in the event there are not enough customers Salon version 5 Software
43. adjusted according to the imported Inventory Count file A popup window will read Import complete If the user wants to check the new inventory counts after the completed import the same import file should be downloaded and reviewed again Check File Exception Product List With a successful import none of the lines should state reason two Count not matched with On hand quantity as the inventory adjustments have been carried out with the import of the file If the user wants to check specific products only then the On hand quantities can be checked manually Manager Tab Products Search for specific product If for any reason the import needs to be reverted select the Restore Backup button that is now available on the screen This will undo the inventory adjustments created by the file import and restore the inventory counts to their previous values Salon version 5 Software Guide Brands Manager Tab Brands SEES Cots ime Clock scheduled Aue Sum wwe UD Card Customers Departments Discounts Employees Gift dYoucher Membership Opening Packages Products Quick Keys Resources School Search Series Sales Services Update Upload Vendors Figure 122 Brands Screen When you add new products you can enter a brand This is where you add edit and delete brands therefore brands should be created before adding products These might include Biolag
44. and send the ticket to Servicing etc Salon version 5 Software Guide Show Appointments from Wait Serve Screen Sales Tab Show Appointments EY an EV en gu iv iv iv iv f Sales Es Wine eite xus Reports WEE Gp dl Messages A Waiting Monday March 10 2014 5 50 pm Samson Delilah 6 15pm HAIR CUT James Jessica 7 15 pm HAIR CUT Samson Delilah 7 30pm HAIR CUT Ir i e J S Service Next N Mew Ticket Quick Sale L Look Wak O Open Ta f Figure 197 Show Appointments From Wait Serve Screen Select the Show Appointments button to bring up a list of the current days appointments When the customer arrives select their appointment from the list to add them to Customer Waiting SuperSalon version 5 Software Guide TheTimeClockTab Select Employee Screen Figure 198 Time Clock Employee Selection With Password The initial clock in screen can be set to require a password or not Setup Tab Software Settings System Time Clock amp Scheduling Require Password for Clock In Out Passwords are entered on the Employee setup screen Manager Tab Employees Employee General Information Password To punch in and out select the Time Clock tab Select your name from the employee list or enter your employee ID number and enter your password if required to open he Clock in amp Out screen If a name is not listed in the employee list go to Manager Tab
45. are factored into the current wait time If enabled it will automatically assign an employee s appointments to them Employees will show up in the list even if they are not clocked in If they do not take their appointment at its scheduled time the appointment will not be factored to anyone and the employee will not appear in the wait time list Additionally if an appointment is scheduled by resource without an employee selected it will put the appointment into an employee s queue that is available at that time Calan wein EOCfhans PN SuperS alon version 5 Software Guide Check In Kiosk Setup Tab Software Settings System Check In Kiosk The optional SuperSalon Check In Kiosk improves service and eliminates the sign in sheet With the Check In Kiosk stylist do not need to leave their existing customers to check in new customers Customers use a touch screen touch screen to check themselves in and select services and other items you have set up to collect To configure your Kiosk select the Launch Kiosk Configuration button The setup screen will launch in a new tab There you will be able to enter your Welcome Text decide whether to show the number of waiting tickets to your new customers determine how much data you wish to collect from your customers etc l Beane Figure 50 SuperSalon Check In Kiosk If you do not have the SuperSalon Check In Kiosk and would like to learn more please contact the Roge
46. be any unique numeric code alpha numeric codes are not recommended You may wish to use this to categorize services by setting the most common services like cuts as 1 10 20s for color services 30s for perms 40s for styles 50s for waxing etc We recommend using codes 1 9 for most common services If Haircut is the most common service use service code 1 then use 2 19 for similar services You may not share Service or Product Codes as this will create a database conflict Description The service description should show the name of the service and any other descriptive information Example Haircut senior and haircut junior Try to keep the format of the descriptions consistent They do not need to include redundant information like type or price Category This option allows you to assign a category to a service For example a Kids Cut might belong to the Hair Cuts category When making an appointment you would select the Service Category first and then select Kids Cut for the service This allows you to quickly select a specific service without navigating through a long list For the Select Category buttons on the New Ticket screen to work properly each service must have its category selected For services that combine two types such as Haircut and Style you might select Other It is not critical to have the correct category selected but it will be more intuitive throughout the program and reporting will be more accurate
47. between the wait time settings and the wait time bar on the sales tab Assumed Walk In Rate This option creates a separate wait time bar for call aheads provided a number larger than 0 is used The call ahead wait time bar is calculated based on the Default Service Time selected and whatever percentage is used in this box Locations that constantly have customers walking in may want to use a higher Assumed Walk in Rate so that their call ahead customers have a more accurate view of the potential wait time Wait Time Tuner This option will increase or decrease the walk in wait time and the call ahead wait time calculation by the specified percentage It allows you to adjust the wait time estimator to your salon Wait Time Refresh Rate This option specifies how frequently the wait time will update on your sales screen Lower numbers will increase accuracy but require more system resources Factor in Employees Schedules When enabled wait time calculations will consider employee schedules when determining the wait time If set to yes and an employee is scheduled to come in within the current wait time the wait time will reflect that accordingly It will also take into consideration if an employee is blocked out for a period of time If the employee does not clock in at their scheduled time the customer will be factored into another employees queue Factor in Appointments This option determines whether or not pending appointments
48. creating ticket Show Membership ID on Customer Search Check for duplicates when saving a new customer Figure 61 Customer Lookup amp Tracking Use Customer Database If enabled the customer lookup screen will appear when the New Ticket button is selected While enabled all customer data is stored and return visits from the customers will append to their existing history If disabled the customer lookup screen is skipped and users are directed to the new ticket creation screen If the customer database is disabled you can still enter a customer name for the ticket but customer history will not be maintained Allow Customer Lookup Skip button If enabled a Skip button is available at the bottom of the Customer Search screen allowing users to proceed without entering a customer name S u pe rS al Q m rsion x Sc f vare t J UI Je Require Last Name If enabled Customer s last name will be required throughout various Super Salon features Auto Select Repeat for Customers If enabled the Repeat box for customers who have previously been entered into the database will be selected automatically Auto Select New for Customers If enabled a new customer added to the Super Salon Database will automatically be selected as Ni e w New Customer Entry Mode Toggle for the desired type of new customer entry mode The available types are Traditional In the traditional mode the customer database fields flow
49. customers an additional fee for requesting a specific employee please enter the amount here It will automatically be added as a line item in their check out screen Request Bonus If you pay your employee an additional fee for each request they receive enter the amount here It will automatically be added to their bonus column on the payroll report Include Request Charge In Service Commission Select Yes here to include the request charge in service sales totals If this is set to yes and a Request bonus is also configured employees will receive both the bonus and an increase to commission for each request they received Minimum Wage Enter the minimum wage here Salon version 5 Software Guide Employee Payroll Method Use this dropdown to choose if employees get paid the sum of their commissions and hourly wage or if they are paid the higher of the two Timecards Setup Tab Payroll Bonuses Timecards 2J p Q a ju J p A g J Tal SdeS xus ule Gless sarete RDS NY Sap Quse p Wu i Cash Drawer pageuMOxwWMHOISMUD 7 Company j f Sp um Finger Sca 3 Overtime for over 8 hours day Yes No Overtime after 40 000 hours week Automatic Employee Breaks Enable Automatic Breaks Yes No S Passwori Automatic break length minutes IP H He Deduct break time after working 5 hours Automatic Split Shift Adjustment Enable Split Shift
50. down of visitor information If customer demographics is not enabled then all customers are assumed to be unknown Q 8 JArainn CA A A pu ae SuperSalon Version 5 Software Guide The discount sections provide a look at the discounts used at the location for the day as well as which employees used the discounts The Hourly Work Details section what could be considered the primary focus of the report is designed to give an hour by hour break down of customer visitation The section lists how many tickets were entered into the system during the displayed period of time and who the ticket was assigned to It also displays how many look and walks were entered into the system during the same period of time The purpose of this is to assist with finding the busiest work hours for the location The report counts how many production hours were used pooled together from all of the employees working at the time and offers suggestions on how many additional hours might need to be scheduled at the location to prevent customer loss Salon version 5 Software Guide End of Day Reports Tab Sales End of Day o eoD ee _ Sery Gat Senice Check Customer Request New Stylist Item Price Discount Memo Refund Subtotal Tax Total Payment Wat Time Out Tme St Jak Edna HAIRCUT 19 95 0 00 Samson HAIRCUT 19 95 0 00 SEE ERS OSSD SA SESE AO Deliah MacGhee HAIRCUT 0 00 0 00 2 06am 152 0 00 0 00 0 00 0 00
51. each screen or report in SuperSalon you can select who is allowed access by setting the permission to green You can disable access by setting the permission to red Setting the permission to gray allows anyone access After making all necessary changes on the Permissions screen you will need to select the Save Permissions button for the changes to take place Assigning Employees to a Group Each employee that will be granted some level of access must be assigned to a Permission Group This is done on the Employee information screen Manager Tab Employees Select Employee General Information Nick Name Employee LLL Srore 1 ocanon Hicense Expiration Date KT ee Group for the employee eens and set a password ee ae Figure 81 Permission Group setup on the Employee Information Screen Q Vuelos d Qutharerecf Uim Salon Version o Software Guide Cash Drawer Setup Tab Cash Drawer Cash Drawer Setup Please select the COM Port that your cash drawer is connected to Enable Cash Drawer Drawer must be closed before completing sale Enable Cash Drawer Logging Connected through printer Open String 27 112 0 60 60 Cash Drawer Logging Service LSewkeStatemotinstaled O Figure 82 Cash Drawer Setup Screen The Cash Drawer Setup screen must be set correctly for your cash drawer to open properly First you need to determine what type of connector your cash drawer has Some have a DB 9 co
52. easy spotting of discrepancies The Over Short Column is calculated by comparing the Total Count and Total Computed fields on the Closeout screen Products Per Guest PPG PPG is calculated by dividing the Net Product sales total by the Total Number of Customers to visit the location during the date range selected Refund Redo Refund totals are calculated using the service and product information entered at the time of Check Out On every report where the Refund amounts are listed this figure has already been subtracted from the location Net and Gross totals as well as the Commission total if applicable There is no need to manually subtract the totals yourself as this figure is mostly for auditing purposes Redo totals are calculated using the service information entered at the time of Check Out Redoes vary slightly from refunds in that they are specific to service sales When a refund is completed in SuperSalon the funds for the service or product are given back to the customer When a Redo is completed the service is both refunded and sold back to the customer so there is no gain or loss to the location For auditing purposes on reports where refunds are listed the Refund total will increase by the amount that was refunded to the customer without taking into account the service that was sold back Reported and Actual This field appears on certain reports as a diagnostic aid to determine whether or not the location is uploading
53. eden 219 Select Employee SCIEN asistido tte du Op EE ERI UU DRIN UN IU QM Mi 219 Clock T amp Out Sor e M R 220 Editing and Adjusting Time Clock Entries ss ssessssssesesssrsesssrssessrresssserresssrrserssnsreressreresssreress 222 The Scheduler Tab Employee Scheduler sss 224 The Messages VA e M 227 Messages TAD IVA MIE CUB EU MN 227 BEC ICM m 230 Reports Tab Mam Meni iesu aot rates tuerunt emper Ee Dade 230 Reports Mor eI crc yr MEME Nd 231 Repor TE 07 Y oere E E M 232 Ayerage C t TIME c yiri iE r shies a E E NEE EE Eia 232 Average Time Between COMES osuere rats ctet uoi brise penale s ii E ERES 232 oana auTO a A ce eee E E E ees eae 232 OUI E E E E E E E N dome E aaa 232 TSC OIE RE T 233 Caroee NIB users ere retire ipee eo pore tv pebu en vigore e dpud dress P div teet bcr I Ev ide epu 233 Gross Net Services or Products an EIOUE Jiai ceret ttr eie ect epson 234 PVA CUMS mU P 234 Is itisbi HOUE ER NE 234 Non Production Production Hours eee eee eene tette tnenns 234 Payraent MOLDOODS oec etes Qiii muon deren iN REGI pr IM Uter 234 Products Per Guest PPG ceci tue intr dtu RN DD DN DIU eS 235 Totumc Setlo o oceinveum tun eu bentusimuitu Ese ES MM mes EE E 235 Reported and ADULT usce reERER o nplctuPn tappe raai 235 FRCS e 235 Retailto Net RIN
54. employee schedule is very important if the Appointment system is enabled If there is no schedule no employees will appear for scheduling appointments Appointment Groups Manager Tab Employee Groups Appointment Groups Sues fof ullus Elect Schacter Y Russ Doer Y sap tresses Y up 0 Brands Card Customers Departments E Fo Discounts LER Voucher Membership Opening Packages Products Quick Keys Resources School Services Update Upload Vendors Figure 98 Employee Groups Setup Screen SuperSalon version 5 Software Guide SuperSalon allows you to create employee groups for different services that are performed For instance some employees perform nail services You would create a Nail Services group by entering Nail Services in the Add Group field then selecting Save The group is added to the Groups list Once the Group is set up it allows you to view only the relevant staff when making appointments and ensures that appointments are only made with staff that can perform the service To add an employee to a group select their name from the left To remove an employee from the group select the red circle on the right The order of the employees in the list can also be modified by selecting the up or down arrows by their name To display employees by group select the Filter By Employee Group button Then sel
55. ensure that accurate tip data is gathered for employees it s important to make sure that Track Employee Tips on page 75 is enabled and that employees are actually entering their tip data By default any tip on a credit card transaction that is not assigned to an employee will be credited towards house Voids Reports that list the total number of voids pull the data from tickets that have been cancelled Only tickets that have their status set as void are counted in the calculation SuperSalon version 5 Software Guide Popular Reports Reports Tab SuperSalon has a variety of reports most of which have been added at the request of our customers Because the number of reports available is easily more than fifty a lot of them overlap on what they have to offer To make finding the report you need easier the next segment of the manual has a listing of some of our more popular and widely used reports If these reports still do not meet your needs please contact SuperSalon technical support for assistance finding a report that is right for you Call 888 458 1001 then press 1 or e mail support rogerspos com Salon version 5 Software Guide Production Report Reports Tab Sales Production e Nets Grosss 71 40 71 40 Avg Cut Time 11 05 mins Male Gust 85 71 6 7 Avg Between Cuts 59 02 mins Female Cust 14 29 1 7 Cuts lt 7 mins 0 Tips 11 05 Srys Tickets 7 7 Figure 215 Production
56. g i HIR Hi i 5 amp D G o o wo o o 3 888 458 1001 Option 1 Figure 41 Store Setup Screen The Store Setup screen allows you to enter general reference information about your salon This is viewable from the I Office None of this information is required for the operation of the software SuperSalon version 5 Software Guide Store Hours Setup Tab Company Info Store Hours Tue Wed Thu Fri Sat ies Jemen Sore Tomon Tomar Teman Temer Figure 42 Store Hours screen Enter the store hours here SuperSalon uses this information when it analyzes traffic flow for the Daily Report and Scheduling Helper Make sure to enter a closing time that reflects when you will actually be done doing services and finished with closeout procedures If your closing time is 6 00 PM but you typically take additional customer and cut hair until 7 00 PM with an additional thirty minutes until you actually complete closeout enter 7 30 PM The times that can be scheduled for employees as well as the available times for scheduling appointments is affected by the information entered in this screen SuperSalon Version 5 Software Guide Software Settings Setup Tab Software Settings Software Settings can be used to customize SuperSalon to fit the needs of the location To enable or disable a function just select the X or check mark Select the question mark button to view a description of each option G
57. in If this option is disabled the authentication box does not display the name of anyone Instead in order to access screens that require a password employees will be required to search for their name and then input their password Employees who are not clocked in can be searched for Auto Log Out at Sales Screen Press F5 After Save Settings Enabling this option will cause the Authentication Lock to close each time the Sales Tab is selected Su pe rSalon version 5 Software Guide Allow Ticket to be Edited in Servicing Enabling this line allows tickets to be edited after they are created This option could assist in eliminating theft opportunity as otherwise an employee could change the customer name to a new one and effectively remove the original customer ticket Allow Editing of Previous Day Tickets If this line is disabled you will not be able to edit previous day s tickets Enable Upload Based Lock Down If enabled will lock SuperSalon down if an upload has not occurred after a designated number of days This is most commonly disabled Upload Lock Down Interval The is the time frame set to initiate the lock down if an upload has not occurred SuperSalon version 5 Software Guide Time Clock amp Scheduling Setup Tab Software Settings gt System Time Clock amp Scheduling Software Settings Require Password for Clock In Out Only show Employee Postion 1n Time Cock Prior days allowed for time clock editing
58. in a traditional manner name address city state zip code Quick In the quick mode the most common customer information is arranged first Also the zip code field comes before city state etc which populate based on the zip code entered Enter Customer Description When Creating Ticket If enabled this feature will provide a Description field for new tickets Enter a visual characteristic of the customer this allows staff to view the details on the ticket while in waiting and approach the customer rather than calling out for the customer by name Show Membership ID on Customer Search If enabled Membership ID will appear next to customer s name during the customer search Customer Gender Toggle for the desired customer demographic collection method Yes will allow the selection Required will allow the selection as well as make it required to progress the ticket past customer entry and No will not provide an option for selection Customer Age Toggle for the desired customer demographic collection method Yes will allow the selection Required will allow the selection as well as make it required to progress the ticket past customer entry and No will not provide an option for selection Customer Source Toggle for the desired customer demographic collection method Yes will allow the selection Required will allow the selection as well as make it required to progress the ticket past customer entry and No will not provide an
59. information for the requested date range The next section is a listing of the sales done in Net for the requested date range Su pe roalion Version 5 Software Guide After the location sales are listed the report then proceeds to list out the Net and Commission sales stats for each employee who worked during the requested date range The information here is the same as what would be provided on the production report for the same date range albeit in a truncated form After each employee is listed the store totals are provided The Last section of the Mini Transaction Report displays every single service that was sold during the requested date range The number of services sold along with their Gross and Net value is listed coupled with any discounts and refunds as well After each service is listed the service totals are provided Timecard The Mini Timecard report provides a list of clock in and outs for the requested employee during the requested pay period Each day of the pay period is listed along with any associated clock in and outs At the bottom of each employee listing is their total production and Non Production hours Salon version 5 Software Guide Technician Daily Sales Reports Tab Technician Daily Sales House Sale A March 01 2014 Qty 3 01 2014 8 51 am Michelle Watton REQUEST Beyond Shine Soz Beyond H f f 3 01 2014 1 19 pm f f Shine Soz 19 00 19 00 15 00 3 01 2014 3 51 pm Refill Ge
60. is calculated by taking the net product sales dividing it by the net service sales and then multiplying the resulting number 100 On the payroll report RtS is calculated using the Product and Service Commission total as opposed to true net Sales Per Hour SpH SpH is specific to the payroll report Whereas PPH is calculated using Net and Gross depending on what the report is trying to accomplish SpH is always calculated by dividing the employee Commission total by the number of production hours worked for the given time range Service and Product Categories On reports that provide a breakdown of different service and product sales based on their category the information is pulled from the transaction data created when a ticket has finished Check Out In order to ensure that the correct categories are presented it is important to make sure service and product categories are set up correctly Ticket Average Ticket Average or T A is calculated by adding together the total of amount due for all completed tickets during a given range and then dividing the resulting number by the amount of completed tickets there were Depending on the report modifiers can be used to provide a more thorough breakdown such as only giving the ticket average for male or female customers or even only giving the average service sale or product sale per a ticket Tips Tips are calculated using the employee tip information entered at Check Out In order to
61. it will have no affect on the either the Net or Gross for Product Service sales Product Service Net and Gross will only be affected at the time the Gift Card Certificate is actually redeemed It will however factor into the Total Net Gross figures Net Product and Gross Product refer to Net and Gross for Products Net Services and Gross Services refer to Net and Gross for Services Total Net and Total Gross is calculated by adding together Product and Service Net Gross along with any other extraneous sales figures such as Gift Card Certificates and Requests Item Count Gross Refund Discount Commision Wet Net Gross Eo M i 23 95 2395 1395 14 3 4 Figure 214 Gross Net Refund Commission and Discounts as seen on the Production Report Gross Net Services or Products an Hour This figure is calculated by taking the Gross and Net totals for product and or services and dividing it by the total production hours an employee has Another name that this figure is also known by is PPH Production Per Hour Haircuts The Haircut field is calculated using the transaction data from the time of Check Out It is the number of services sold that have their Category set as Haircut Even if a service has the word Haircut in it s name if the category is not set properly as Haircut it will not be counted towards the total Haircuts Hour When the total number of haircuts an hour is displayed this figure
62. item on an order In the Command field enter Your Label printer should now be set up Please contact SuperSalon technical support if you need help S Ia Version 5 Ae TTT PS Pe SuperSalon Version 5 Software Guide Pole Display Setup Tab Pole Display Dice Freelech E2 niVFD Epson ne2 bursan tet Thankyou O Figure 88 Pole Display Options Screen To set up a pole display you first select the port you are connecting the pole display to You can select COMI through COMZ or LPT1 If your pole display connects to the parallel port standard printer port select LPT1 Make sure your computer is turned off before connecting and disconnecting peripherals Be sure to select the Enable Pole Display box Next select the brand of pole display you have from the drop down menu next to Device If you do not have one of the brands listed the pole display may not work and may not be a supported display device It is always a good idea to check with Rogers Software Development before purchasing peripherals to make sure of compatibility In the Idle Text fields enter the text you wish to display when the pole display is not in use such as Welcome to your salon name Next set up the text you would like your pole display to list during a transaction This text displays in addition to the product or service you are ringing up An example might be Thank you for visiting us today please come again When you ar
63. line is enabled the Appointment book will return the view to today s date Track Booking and Editing Employees for Appointments This option enables or disables the ability to track what user is creating or editing appointments This information shows on the appointment popup when you select an appointment Track Request Types Select Yes here to track request types Track Appointment Requests on Production Report Enable this line to add appointment requests to the Production report Track Customer Sources Selecting Yes here adds a popup to select the customer source while creating an appointment Customer Sources can be edited created at Setup Tab Software Settings Marketing Customer Lookup amp Tracking Allow Request Types to be Edited After Appointment Creation Enable this line to allow editing of request types after creating an appointment Allow Source to be Edited After Appointment Creation Enable this line to allow editing of customer sources after creating an appointment Supe rSalon version 5 Software Guide Flash Notes button if Notes are Present Selecting Any here will cause the Notes button on the Appointment Information screen to flash green to let you know there are Itinerary notes and or Internal notes If you select Internal here the Notes button will only flash if there are Internal notes If you select Itinerary here the Notes button will only flash if there are Itinerary notes If you select
64. make necessary changes to clock ins and outs To do so select the blue link representing the day under the requested payperiod after generating the report This will take you the employee Timecard Detail View Salon version ARG J Software Guid A de Magnuson 2 23 2014 3 08 2014 Day In Out In Out In Out Orig Hrs Reg Hrs OT Hrs Break SES Sft Add Hrs Hol Hrs Vac Hrs Tot Hrs Weekly Hrs Edited Error 2 23 Sun _ se ime 0 00 0 00 oo gt 0 00 0 00 N N 2 24Mon 8 50am 3 56pm 405pm 5 16pm 8 28 8 00 MTT uuu uuu uuu ue 8 3 8 00 Y N Z2 25Tue 12 00pm 3 27pm 3 36pm 8 00pm 7 85 7 85 73 15 85 Y N 226 Wed 8 50am 2 00pm 1 1 Click on the actual time 2102 Y N 2 27Thu 2 00pm 5 50pm 5 58pm 8 00 g 26 88 YON 2 23Fr 8 50am 11 16am 11 46 am 12 39 pm x 0 to make the desired yu 30 19 Y N 3i0iSat 9 00am 6 00pm o eee 800 1 0 38 19 Y N iizsun oe ae 0 00 0 00 1 0 00 N N 3j03Mon 12 44pm 3 26pm 3 38pm 8 05pm 7 15 7 15 Q U UU A3 7 15 N N BO4Tue 11 47am 8 00pm o o 8 22 Siena TM wer oe 3 22 15 15 N N 3 05 Wed 8 35am 2 02pm M 5 45 5 45 0 00 0 00 0 00 0 00 0 00 0 00 5 45 20 60 N N 3 06 Thu core M e ct 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 N N 3 07Fri 8 48am 5 35pm o en 8 78 8 00 0 78 0 00 0 00 0 00 0 00 0 00 8 78 28 60 N N 308Sat 8 45am 5 03pm M Aot 8 30 8
65. nce nomen rere 260 EVISU Stals M 260 clog Pc reer et cee reer E eee ee Ee er E Tan ee 260 Services List ceca pr HE IEER RH dr FLUE REUS GU FUE UTE NBI 260 TESUHSOCHDDLe ase mance etre EE Ua uU MERI 260 Eia eire MNT 261 Technician Daily Sales c 262 Reconcile SUMMAaTY sucdusisenninnnganannu n aE 263 The Help Tab Me 264 Software License Agreement acea ettatitan diit um Ra detects iste ated 266 Calan Arainn E Onftyyara Dime Supe roalon version 5 Software Guide Introduction SuperSalon Pointof Sale System Please accept our warmest thanks for choosing Rogers Software s SuperSalon Point of Sale System the industry leader in point of sale POS systems for salons spas and cosmetology schools around the world Each release of our easy to use software reflects our ongoing committment to listening to every bit of feedback from you our users and the business owners whose investments have returned several times over after switching to SuperSalon You will always be recognized as part of the creative force behind SuperSalon s development and the real reason our system is the most user friendly and customizable POS currently on the market We dedicate this 2014 release of our software manual to our clients partners and friends the owners managers and stylists who use and depend on SuperSalon every day It s highly reccomended that you read
66. of their name in the Employee Search field Select the employee then select Keep the Change or enter an amount Tips can be split evenly by selecting Split Tips The Employee Tips popup can enabled or disabled in Software Settings Setup Tab Software Settings Sales Tips Track Employee Tips Select the Continue button then Complete Sale The Payment Receipt shows the amount paid amount due net products and service and taxes along with any change due To change Receipt printer options go to the Setup Tab Receipt Printer Options Choose the Void Last Payment and Back buttons to change a payment type or move back a screen To complete the transaction and return to the Wait Serve screen select the Ring Out button SuperSalon version 5 Software Guide Integrated Credit Card Processing If your SuperSalon software is configured to run integrated credit card processing the transaction sequence is slightly different After the payment amount is entered and a credit card type is selected the screen changes and prompts for a card swipe Swipe or enter the card information manually and select the Process button The screen will then prompt for a tip amount The merchant copy of the credit card receipt will print with a place for the customer to enter a tip if desired and sign The customer gives the signed receipt back and the amount entered on the tip line is entered into the tip box on the screen The tip box must have a value e
67. option for selection Require New Recurring Enable to require the selection of New or Recurring for customers during new ticket creation Calan Varcjnn 5 Caftyara iida upe roalion Version 5 Software Guide Require Quick Sale Demographics If enabled users will be able to enter customer information when selecting Quick Sale Typically Quick Sales are reserved for product only sales Current Offer Toggle for the desired customer demographic collection method Yes will allow the selection Required will allow the selection as well as make it required to progress the ticket past customer entry and No will not provide an option for selection Default Gender for New Customer Toggle the desired gender that new customer s will default Available options are Male Female and No Default Customer Sources Enter Customer Sources and their Codes here There are 6 available slots SuperSalon version 5 Software Guide Centralized Customer Data SetupTab Software Settings Marketing Centralized Customer Data E Em C GS GC GG Figure 62 Centralized Customer Data Software Settings Show World Search button If enabled the New Ticket Customer Search screen will display a new feature World Search If your salons are using World Search World Customer Database WCD this feature will allow you to search for customers from all your grouped salons allowing you to access your customers full history color information
68. put into the system it is entered in accurately otherwise the totals will be thrown off SuperS alon version 5 Software Guide When the Statistics are listed in the various SuperSalon reports they are usually presented with a count of the number of customers who fall into that category and in some cases the amount of Net or Gross revenue generated from their visits At times this is further broken up between Net Service Product and Gross Service Product In situations where Customer Data is not known because it was not entered SuperSalon uses a separate category called Unknown to display the information Aside from making sure that the customer database is enabled to allow the storage of customer information specific statistics can be enabled or disabled under Customer Lookup amp Tracking on page 83 in Software Settings Figure 213 Customer Statistics as seen on the Monthly Financial Report Discounts Reports that show discount amounts do so by looking at which discounts are applied to a service or product at the time of Check Out The total amount subtracted from a particular product or service sale will then be displayed In order to ensure that the totals represented in this column are accurate itis important to make sure that the discounts your location choose to use are set up properly as well as applied correctly at the time of Check Out Discounts have modifiers such as Free Service or Bounce Back which can
69. select the Student Merge button Enter a student name or number in the search field Select the first student to be merged from the results listed The Student Information screen pops up Select OK or cancel to start over Follow the same procedure for the second student Once you have chosen the students to merge select the Merge Records button then select New Merge to merge other records or Done to finish Salon version 5 Software Guide Products Manager Tab Products The Product management screens are used for adding new products editing existing products deleting products creating product orders receiving products adjusting products and transferring products It can also be used for searching for products that meet any criteria you wish to search for a er as ea ia mow f Sp fosi pr un EI J Jj 100 D meme s tH pm o o os p yw id ije i H 1 Stying Gels amp P Groerming Cream y Guam 20 Showing 10 of 10 Product Records Fount Figure 114 Product Management Screen Important Notes for using a Barcodes Scanner If you do not wish to enter separate Product Codes for a product you can use the barcode number as the Product Code If you do this leave the Scanner Code field empty When you scan a product during a sale SuperSalon will search the Scanner Code field in addition to the Product Code field This is not recommended as scann
70. set a new password Change Password Use this utility to change your owner password You will need to know the current owner password to change it Recover Password Change Password Figure 90 Owner Password Setup Screen The owner Password screen allows owners to set or reset their password Follow the instructions in the setup wizard to complete the process properly This is also where the registration key is entered when registering your software for the first time After registering the software for the first time the system prompts for the creation of an Owner Password This password is case sensitive SuperSalon will need to be registered before it can be used however you can register it as a demo for 30 days by typing demo in the registration field To register call 888 458 1001 then press 1 for tech support Salon version 5 Software Guide TheManager Tab Adding Employees Services Product and Discounts The Manager Tab contains all of the management tools for operating SuperSalon From here users can add employees services products discounts view ticket information and perform closeout operations Departments ManagerTab Departments We EET cocoa Ne MISES DT hey eo asino Vine Gina Gica Ropes mgar Gump Y assess Yur l d Brands Cad z Terminal Customers Discounts Employees Gift Voucher Membership _ Opening Packages Pr
71. staff s use of the computer Press Connect only when advised to do so by technical support SuperSalon version 5 Software Guide Dialup Account Setup Tab Internet Setup Dialup Account En s Number 5558675309 Figure 74 Internet Setup Dialup Account Settings Dial Account information is provided by your local Internet service provider or the SuperSalon technical support staff we can provide a local Internet access phone number Once set up your computer will automatically upload and backup your data to the iOffice and download updates if available If your computer is connected to a constant Internet connection cable modem DSL leave the Dialup Account fields blank and the Enable Dialup check box unchecked Salon version 5 Software Guide Office Upload Setup Tab Internet Setup gt Dialup Account Mode Interval List Interval Mode Settings Interval Bo minutes Start Time 09 05 AM HH MM AM PM End Time 10 00 PM HH MM AM PM The UpSys will run every Interval minutes between Start Time and End Time Upload At HH MM AM PM Upload At HH MM AM PM Upload At HH MM AM PM Upload At HH MM AM PM Upload At HH MM AM PM Upload At HH MM AM PM Upload At HH MM AM PM Auto Reboot Reboot At HH MM AM PM Figure 75 Office Upload Setup Screen The Office Upload information is provided by the SuperSalon technical support staff Do not enter more than on
72. the current sale Series Sales data is shown on the Daily report and Series Sales Activity report Reports Tab Services Series Sales Activity Historical Series Sales purchases and redemption information can also be viewed by selecting a customer s history button Manager Tab Customer History gt Series Sales Salon version 5 Software Guide Discounts ManagerTab Discounts v IY Ev Ev Iva Seis Appimnts ss Ulur9 Clea Scheduler i Reports i PESAT Yusef Help T Brands EA Customers Departments Note Items marked with a do not have a name saved Please edit these items and add a name Amount Voucher Certificate Certificate Membership Competitor Coupon Competitor Coupon Y Opening HB Packages Products Quick Keys Resources Search Sales Series gt Sas a Services Update Upload Vendors Figure 131 Discounts Menu The Discount list pops up during a sale when you select the Discount button Discounts can be set up very easily and can be set to apply to sale commissions for a specific date range and to specific services and products For information about applying discounts on tickets please refer to page 197 SuperSalon version 5 Software Guide Edit Discount Manager Tab Discounts Select Discount Figure 132 Edit Discount Menu Screen To edit a discount select it from the list and change any settings you wish When you are f
73. their information to the SuperSalon Ioffice correctly It does so by comparing the computed close out totals in the SuperSalon database to the ticket totals in the SuperSalon database In the event the two fields do not match that usually means that the upload did not complete correctly and it is necessary to re save the closeout and upload again Requests Requests are calculated using the service request feature When an employee is selected as being requested by a customer it increases the request count for that particular employee Because Requests are counted as a service they can artificially inflate your service count and even average service sales if your location charges for employee requests This can be circumvented by turning off the option that includes Requests in Service Sales Include Requests in Service Sales on page 73 If this is done requests will be counted separately from the service totals Retail to Net RTN Retail to net is the percentage of retail sales to total net sales It is calculated by taking the net product sales dividing it by the total net combination of product service gift requests and then multiplying the resulting number by 100 On the payroll report RtN is calculated using the Product and Service Commission totals as opposed to actual Net SuperS alon version 5 Software Guide Retail to Service Net RtS Retail to Service Net is the percentage of retail sales to net service sales It
74. they only count drops once Other salons wanted the drop amount to only show as a reference and did not want it added into the final counted total they want to recount everything at the end of the day and add it once We decided to accommodate both so we added the option to choose There are several options you can set to modify how the Closeout works For instance you can require an opening till count set an expected opening till amount or automatically close out at a specific time of day These settings can be found by navigating to the Setup Tab Software Settings System Open amp Close Update Manager Tab Update The Update button should only be used under the guidance of technical support When pressed SuperSalon connects to the Internet and looks for software updates Updates must be set on our servers for each location to show them as available Upload Manager Tab Upload The Upload button transfers the current locations data to the I Office SuperSalon normally uploads data automatically every day Sometimes however there are circumstances where an upload may need to be initiated manually Salon version 5 Software Guide The Sales Tab wait serve Screen Sales Tab Waiting Servicing Screen V aera m IN J ra Seles Ving Geeks Scheer GAS E zuSetup a E wp J H Waiting Friday March 07 2014 12 35 pm Real time statistics showing
75. tini asi eni rai pu R So umbo M LEO PER UE 40 Product Sale Seenaa n ha e M M 40 Retail to Service Product Commission a iue Dac etta ceri neto elim aei 40 Retail to Service Service Commission eere 40 2o Retail to Total Sales Product COpnitiUssiQUL usce re Fer peer potete petere rrr tege 40 Service Based on Product ert rte te HB er RIEN VE EAE ELEME EM SE PY vAS 40 Product Brand Prhemilitis eget e rrt EH co ERIT EUR Por M SIRE E RETE OREMUS 40 Pay tate Based on PEOQUCDODL acus enira ei bit Peut eter II RH P ap 40 Tenure DOS oo studeo te On e een r EE E ETE 40 Dervice C alesory PrOPIIIU s ruit pre iid ena Da Co A S EUER p DEM aa 40 PPG Service COQDNEJSSIODL abierta a eee 40 Hourly OPNS seen nienia portati n Ins baa a did ptem AE OmU 40 NTA COMMISSIO ence ee so sth aetatum denies a enirn 40 Additional DODUS dore rEvis Ebr irt ilie Ea ber i vU NEL ER Perd Vea 40 Production Dee uirtute duet saie Rat E tru PUO EHE IM EMI 41 Company TIO ANON PERS t 43 Deposit INO m M 44 Dj 45 with cour e 46 cvi lees 47 Software SeMS satie aa si M 48 Ea n 48 sini A E E A 49 DAP gE ieie iien E EE EEEE EEEE 49 Show Scheduler D3Duuscusnesetetamie aside E te nU Lec pH MSIE UUE 49 Pe Fran ES ere C ees 49 Skip Ticket GAINS neisime Lor tertia cH PIPER bt ADI DN
76. to associate the employee with The Group is added to the employee record Figure 103 General Information Screen With Assigned Group Salon version 5 Software Guide Customers ManagerTab Customers Ske any pert uf cuscamers nime o phaw nupt qi the Custome Swadi bos aloe You seach rests vli mima populate after you ree the dessed niarmmuun In he seanon results tap an the customer you eun fo vans or modiy eomangn Tar Vou may auki sew scene custome deai by tapprc Quek Vea Vou can search fo any part of the fest name last name o phone numer OR a commana Eep lahn Ose Jh Doe J Boe Jahn D 955 1212 1212 Ret text m buttons ndcates Ke vhaard emertcuts To edt customer s nlaman C the Customer tty feros To add a antones erter thes agre name amd resnber m the Seam Feit Exarnoke Jubn Qu 555 1712 Mov cl Add Tusome ppt i fu i r E li Figure 104 Customer Lookup Screen Customers can be reviewed added edited and inactivated Customer lists can be exported from the I Office into Excel and Word When adding customers into the system you can solicit as little or as much information as you like We recommend asking for an E mail Address This can be an inexpensive tool for marketing follow ups loyalty discounts etc If you enter the Male Female information and the customer date of birth information SuperSalon will automatically enter their age and gende
77. total is accurate it is important to make sure that Apply Discount to Sale Commission on page 169 under Manager Discounts is configured properly as well as the correct discounts are used on Check Out It is also important to make sure that any Non Commissionable Shop charges are set up properly prior to sales taking place Non Commissionable Shop charges directly subtract from the Commission amount of a service Because of the nature of this field it is not unusual for the total to fall somewhere in between Net and Gross or even to be the same amount as either of the two other totals depending on your system settings Count The count field is used throughout many of the different SuperSalon reports to refer to how much of a particular item there is This could be anything from the number of times a discount was used to how many times a certain service or product was sold This field adapts itself to the report in question when displaying it s numerical data Customer Statistics Customer Statistics include Customer Age Gender Source if they re New or Recurring as well as which offers and requests they ve accepted All of the totals for the statistics are calculated based off of the information entered at the time of customer creation and are only counted when the customer is used on a ticket that completes Check Out In order to ensure that these statistics are accurate it is important to make sure that when customer data is
78. will suggest ordering 3 Min Max Days Cover This is where you set the minimum and maximum days on hand you would like to have for the product to cover you between orders Taxable This option allows you to set a product as non taxable Usually this option will be set to Yes in order for proper taxes to be added to sales Calan ae E tase me Su pe roalon Version 5 Software Guide Additional Tax Additional taxes can be added for specific products Create the additional tax on the tax setup screen Setup tab Software Settings Sales Taxes Current Taxes Add Tax Select the Additional Tax button and choose the additional tax to apply to the product Additional Tax Behavior Select the Additional Tax Behavior button to choose whether the additional tax should replace the current tax for the product or add to it This is useful in situations where a specific product has a higher tax rate than other products you may sell Scanner Code UPC This field allows you to enter the UPC code for a product If you are using a barcode scanner you will need to enter these numbers The quickest way to enter these numbers is by using the barcode scanner Select the Scanner Code UPC field Scan the item with the barcode scanner The code will be added Transition Scanner Code UPC This is a special field for use when a particular product is in a transition For example a particular product is re packaged but there are both types in
79. with a senior citizen discount a newspaper coupon a 2 00 discount card and a student discount all on one ticket by limiting the product to one or two discounts Set to No Limit if you want to disable it Applicable discounts can be selected at the bottom of the screen Points to Credit This field will only appear if the point system is enabled Enter the number of points that a customer will be credited on their account each time this product is purchased Points to Redeem This field will only appear if the point system is enabled Enter the number of points needed before a customer can redeem their points for a discount Discount to Use When Redeeming Product This field will only appear if the point system is enabled Choose the discount the customer will receive when they redeem their points You may use any discount you wish The default discount is the Redeem Points discount the system creates when the customer points system is first enabled This discount is 10076 of the cost of the product The points system only works with discounts which do not have an amount of zero A discount s amount must be defined Calan Vare sn E Onftyyara Cina uperod HOTT Version 9 5OIlWdre Guide Cost This is what you pay wholesale for the product This can be left blank but it is useful to enter an amount so you can see how much you are spending on purchase orders and product profitability on reports You can report on the value of inventory by
80. your location does not use the Customer Database or there is no need to keep a record of customers who had services refunded then using Quick Sale can be a quicker way to enter these tickets into the system Sup Messages kbp Payment Receip n syn nmn APOE C B E om c Li LI 5 JE Je 1 2 1 L 00 s sa ao on G 2 Vea Last raymen idus 3 j Figure 176 Refund on Payment Screen Salon version 5 Software Guide PaymentScreen Check Out Screen Pay Now Sales Gaius ihe Gass Si peu WEGERS o SD Wibssages Help Ill e nent Methods Payme Pa Amount P De E Pete FA re casn FS ee 7 8 3 JE Yes 1 z at E ee c 0 00 ic 3 care ions 20 50 100 sin stir Net Service 19 95 Net Product 0 00 Subtotal 19 95 Total 19 95 Paid 0 00 Tip Collected 50 00 Amount Due 19 95 Qe QJ Voi Last Payment Ring ougy Figure 177 Payment Screen The Payment screen first shows you the total due You can then accept any combination of cash check credit etc Simply enter in the amount and then select the payment button that corresponds to the type of payment you are receiving The arrow keys on your keyboard can be used to scroll through the payment types hit the Enter key on your keyboard to select More than one payment type may be used For ins
81. 0 ER 0 00 1 28 00 00 06 1200 21 0 00 Tota 36 100 00 13 47 564 45 100 0 00 TE Figure 217 Salon Dashboard Report The Salon Dashboard report is designed to provide an overview of your entire location s performance for the requested date range The report is broken into eight different sections providing a look at Sales data Closeout Information Statistics which include Ticket Average Guest Counts PPH Employee Hours etc Guest Details Employee Details Service Details Top Brands sold and Top 10 Discounts used Due to the nature of the report it is not as detailed as some of the other ones found within SuperSalon but it is an excellent report to use when all that is needed is a quick overview of a particular location s performance Unless otherwise specified Such as in the case of Srvc Comm all the figures listed on the report are based off of Net sales Salon version 5 Software Guide Daily Report Reports Tab Sales Daily Report Figure 218 Daily Report The Daily Report provides a brief overview of the location s performance for the day requested The report is broken into six sections The first section is a look at the closeout totals for the day and whether or not the location was short If the closeout is not performed properly then the information listed on this report will be incorrect The Summary section provides a brief overview of sales while customer statistics give a break
82. 00 0 30 0 00 0 00 0 00 0 00 0 00 8 30 36 60 N N Total 77 37 7479 2 58 0 00 0 00 0 00 0 00 0 00 77 37 2 SS The Employee Timecard Detail View allows quick edits to employee clock in and outs In and Outs appear as sets In the event an employee forgets to entry The Edit button changes into a save button and a text box appears next to the out entry This allows the user to enter in the desired clock out time Once the desired time has been input into the system select the Save button If an employee forgot to clock in for the day select the Add Punch In Out button This will create an In and Out set From there follow the same steps that were ork and then left f you are unsure as to what time the employee actually started working there is a field called the Helper that displays the first time the employee was ecorded as having done something in the system as ell as the last time This can also assist with spotting employees who may be under performing or staying on the clock for longer than they should be Figure 233 Employee Timecard Detail The Timecard Detail Screen allows additional adjustments to be made to employee time All of the adjustments are considered Non Production for purposes of payroll Break Time will actually reduce an e ud S hours for the selected date while Adjust Production Time shifts the entered time from their Production hours to Non Production Salon ver
83. 00 regardless of their regular price If you are selling 2 for 20 00 then create a discount called Two for 20 and set this discount to result in a 10 00 price and use it for both items sold SuperSalon will proportionately discount these items In other words each item will have the same percentage removed Example If you offer 2 for 20 00 and the regular price for the shampoo is 12 00 and the conditioner is 18 00 the shampoo will have X discount and the conditioner will have Y This feature allows SuperSalon to maintain the relative profitability of each item This is far more desirable than discounting the shampoo by 2 00 and the conditioner by 8 00 to reach the 20 00 Apply to Services Select the services to which this discount can be applied You can select All or None or use your Ctrl key to select multiple services SuperSalon version 5 Software Guide Apply to Products Select the products to which this discount can be applied You can select All or None or use your Ctrl key to select multiple products Apply to Customer Types Select which Customer Type this discount is applicable to You can select All or None or use your Ctrl key to select multiple types Figure 133 Customer Discount Types Salon version 5 Software Guide Auto Discount Manager Tab Discounts Auto Discount Auto Discount Restricted Amount Exclusive Applicable to Add Auto Discount Currently Configu
84. 1001 to receive your Registration Key Please have your Software Key handy before making this call e Start playing with the provided sample data SuperSalon version 5 Software Guid Navigating SuperSalon SuperSalon is designed to adapt to a variety of salon environments walk in appointment school spa retail and hybrid When set up properly only the screens and functions relevant to your concept should be enabled For this reason please study all the setup options carefully Many functions in SuperSalon may be enabled or disabled For a walk in salon the Sales Tab will consist of a Wait Serve screen that flows to the Check Out and Payments screens If the customer database is enabled the flow starts with the customer lookup screen For appointment based salons the Wait Serve screen is replaced with the Appointment calendar SuperSalon is designed for maximum efficiency with a touch screen You can feel free to select a tab anytime without concern for your current sales data When you leave the sales screen and then return SuperSalon saves your place Tip If you are in the middle of a sale you can change the screen to check in or serve customers or to allow an employee to use the time clock When you return to the sales screen you will return to the place where you left off in the sale This keeps employees from waiting around while a customer is checking out Throughout the SuperSalon program you will notice a lock
85. 12 months Use the Copy button on the Week View to copy You can also create a schedule for individual employees by selecting their name to bring up a week view SuperSalon version 5 Software Guide TheMessages Tab Messages Tab Main Screen GS ape ng DAY GIE Ba aa ger eT aay Y Y ane cu Sus Gouin uiuos Cells Soa dM ViEnER3 Say disoages Gt 6 08 20134 25 Abbi pleiss See you Wednesday Gurlfran 7 23 2010 4 58 Shauna Hi had 1 41 hrs of drive 28 2010 12 01 CONGRATULATIONS TO RANDY AND JANE JANESSA 15 2010 8 11 Jue Figure 208 Messages Tab Main Screen The Message tab allows you to send a message between the salon POS system and your I Office account Messages are sent and received each time an upload takes place The main screen lists any messages you have received Messages can be sent directly individuals groups of individuals and to multiple stores You can also set messages to be required reading If messages are set to required the employee will not be able to clock in or out until the message is read SuperSalon version 5 Software Guide Mcnirea Andchul Haytay Britwer Courtli Coitmey Bacthiler Jennemes To Mckenne Jubenn Dorm Kaluve Lear Keere Curse Liver Loole bono Meum Farm it There Pave en reports ff insividuels ruting ereuns with ftisstrs in the soles This nteds te Ft T Figure 209 Messages Screen in I Office Under the Setup Tab in I O
86. 2 World Customer Search saec ne be euer E evite M Seta toto pL Dra cune pa li tse RE vSE HII Us 132 PAE EN e eceacete E E E 135 C stomer Panel eoe io deme en NIMM UMEN MI 135 Personal so outer eom a ma dE Ran E 135 Alerts erennere MEAM Gub E EE d SEU 135 Hair Perm Body Nails Skin C BOE aono n aer ron Fallece dedi e mondi ages 135 Customer C IUS ass RUDI n IHRE E TU EUM EAE E Eis THEM EID I Ed UESS 136 loire E rE E E 136 J isjs tiiiiniq i E E S 136 Edit Children E E NT 136 lir m 136 risu dig e aiccehet teense see cnc acerca catered ateccatecs 137 SOOL aa E TEN IR 138 TOON era DURO Cm 138 Student Credit Student Grades eee eese ettet teeth trennt 138 Student IVIEH OC MEM 139 TOT RR T 140 Adding Editing Deletine Produces acssesoasstereintlavite ee omit cud en arteriis eUn 141 Product Code e petendi item ee um mL T Lu EM 142 IDGSCPIDUDD errr ei crise khi cee Du ai dn ed bete PER NEQU err E ERR 142 Brand Vendor and Category oecstonpeidr tnt e Ih bb am tab nnas 142 Pay COMMISSION M E E 142 Number of Allowed Discounts esent tnte ttn tntn tnter tn nnn 142 POURS to Credit ossi ti OE FIR II s EEE EEE TE N ip NUI A EISE Ei 142 Points to Redeem Senet nena mn UI RM uU pU RD PN CM I T MEME 142 Discount to Use When Redeeming PEOQUCE aite tn nimeb re Enti 142 Last Received COS OO eieeiet eti
87. DING WARRAN TIES OR MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE OTHER THAN THOSE STATED IN PARAGRAPH 1 MOREOVER OUR REMEDIES FOR BREACH OF THE LIMITED WARRANTY ARE LIMITED TO THAT STATED IN PARAGRAPH 4 THIS LIMITATION EXCLUDES RECOVERY OR DAMAGES OF ANY KIND No Liability for Consequential Damage 6 TOTHEMAXIMUM EXTENT PERMITTED BY LAW IN NO EVENT SHALL ROGERS SOFT WARE DEVELOPMENT INC OR ITS SUPPLIES BE LIABLE FOR ANY DAMAGES WHETHER DIRECT OR INDIRECT INCIDENTAL OR CONSEQUENTIAL INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS BUSINESS PROFITS BUSINESS INTER RUPTION BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF OR THE INABILITY TO USE THE SOFTWARE EVEN IF ROGERS SOFTWARE DEVELOP MENT INC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Professional Responsibility 7 You acknowledge that you are purchasing the licenses hereunder to assist you in your chosen profession and you further acknowledge that it is your responsibility to review the results sug gested to you by the Software prior to their implementation Entire Agreement of the Parties 8 This License Agreement is the parties entire agreement No representative of ROGERS SOFT WARE DEVELOPMENT INC other than a corporate office is authorized to alter its terms and an office may do so only in writing Governing Law 9 Incase of any dispute this License Agreement will be governed by the law of the State of Alas ka Cop
88. In Card Terminal SVS Only Allow Tips Offline Processing Enabled for Processor Outag Figure 29 Configure Monetra Gift cards Monetra Gift cards are configured under the Monetra Settings page of the Gift Card Processor Setup screen To setup Monetra Gift cards please contact Rogers technical support Call 888 458 1001 then press 1 or e mail support rogerspos com For instructions on issuing and activating gift cards please consult the Sales section page 201 Salon version 5 Software Guide Positions Setup Tab Positions aq ws un gt v M A IVa N Iv y fN i SHES gAppimnts j vis dod ischedulerd i RDS WEGER EF Sap uee UD Cash Company SS ee Finger L Scanner Position Hourly Bonus Styl Yes 0 00 i RCP1 No 0 00 0 ist Tanning Mage Payment Methods Manager 0 00 Payroll Bonuses Permissions Pole Display _ Receipt Printer School Settings Software Settinas Utilities Figure 30 Creating and updating Timeclock Positions The Positions screen is used to configure the employee positions that will be available on the Time Clock screen when employees punch in Employees can also be set to these positions in their employee setup In addition to primary positions it is also possible to create sub positions Employees can not be set to Sub Positions Sub Positions are mostly used for additional information on the Payroll reports
89. M4 or LPT1 COMI is most common If your receipt printer connects to the parallel port standard printer port select LPT1 Typically a null modem serial cable is connected to the COMI port make sure your computer is turned off before connecting and disconnecting peripherals Next select the receipt printer If yours is not listed contact SuperSalon technical support Next add any text that you wish to print on your receipts When you boot up your computer you can come back to this screen and select the test button If it is connected properly it will print out a confirmation receipt The Receipt Printer Reports dynamically change depending on the width of the receipt printer Tip To ensure compatibility do not purchase peripherals like receipt printers without contacting Rogers Software Development SuperSalon Version 5 Software Guide Options Setup Tab Receipt Printer Options 700 il i slal il lt dr Ibi 1 lt a kK zl lt zl I zl JOERI lt Figure 84 Receipt Printer Options Setup Screen Print Receipt When Clock In Out When enabled a receipt will be printed for employees when they clock in and out Print Appointments When Clocking In If the line above is set to Yes you can choose here whether you would like an appointment list to be printed when the stylist clocks in Print Receipt When Servicing Customer This option
90. MIU ME 49 Assume All Paid Ins ar BD eges toisaastupiu enne t ec dedlium adis id esc R E 49 Open Ai 50 Require Opening DUI CDU i darte ente da tan et cuu heli nanan 50 Carry over Opening till from Closing assistit bie trees tiet iib 50 Allow opening BILIDDSTOCOUPDESOL oos run irasci miRuioculssutaa emule itle 50 Allow deposits fo be edited iusso tte th mmn epa EH PU E iE ERE 51 Expected Opening Till AIOUfIC eiii trib RH ERU Up RE p E Het 51 Add Drops to Close Out TOU once eH SU MRSHTIIHE OE IFUS PERO EH AMI FORI IUIS 51 Rise Opening Till or Counted Till ssssssisissirissiseisiiiieseiseersseisestieesiiiinisetisiin 51 Automatically close Out salon aci on orem rtu tat ad nanena 51 Auto close OUE UMEA Hp RU E EA 51 Auto void open tickets with reason ssss sssessssisisssssssssrsrsessssestesessssssreresensnssreeressss 51 Auto complete rung out tickets ssss ssssesssssesssssssstsrersesssssrsesesnssesrerennssnsrerensnsnssreerensss 51 R n with nopened BL asas rantes v ert URE pU equ En FLUR nn 51 R n with existing close Out aiitem esiti ctia o DM E FU D D iE RU HR 51 DVENTOTY M ikesi 52 Allow Clearance Price DiSc UNtresreiiiiiirini ena 52 Average Invertory DVpeaucssaamuiaotebiu scia eiee iien ta Neu iania es ini 52 Inventory Manager Enable Enter to Update Product 52 Show Option to Add Returns to Inventory Put Back on Shelf
91. Often salons offer package services such as a Haircut Color and Style as a single offering By creating a single service you limit yourself to one service category such as Color Services When you sell this service SuperSalon will only report one color service sold and will not report that haircut and style services were also performed To solve this we recommend that you create each service separately with standard pricing Next create a package page 163 Manager Tab Packages You will be able to enter special pricing Max Number of Discounts This option allows you to set a maximum number of discounts allowed on any single service This keeps someone from ringing up a sale with a senior citizen discount a newspaper coupon a 2 00 discount card and a student discount all on one ticket Set to No Limit if you want to disable it Price This is the amount that you sell the service for at retail The price can be a set price a variable price with a minimum price or a variable price with no minimum To use a set price enter an amount and leave the boxes next to use Minimum Price and Variable Price unchecked If you would like a variable price but want to set a minimum amount enter an amount and check the box next to Use Minimum Price The retail price will become the minimum price this item may be sold for If do not want a minimum price set enter 0 or other amount and check the box next to Variable price A variable price allows you
92. Order Adjust order amount on all selected products SuperSalon version 5 Software Guide e Select the Add Selected Products button when you are finished selecting the products e f there are additional products that are to be added from a different brand category or vendor select the Add Products button again You can quickly add a product on the Product Order Information page by entering a product code in the SKU field and entering a quantity Select the Add button to add to the PO Finalize the Order Product orders must be finalized before they can be printed received or archived Please insure that all items in the product order are correct before finalizing Important Any products that have a zero order quantity will be deleted from the order at this point After the product order has been finalized no more changes will be allowed until it is ready to be received Ordering Once the order is Finalized select the Print Order button to print the order The order will print to your receipt printer at the salon or display the print properties if used from the I Office You can also export the order to a CSV file by selecting the Export CSV button so that you may e mail the order to your vendor Once the order is placed select the Mark as Ordered button located on the right of the screen Receiving an Order e To receive an order select the Product Orders button then select the row of the order you would li
93. Rearrange Details in Sales Register aient psit stsetisseri tibus e Ur SA IIIS HUE 69 Round Off the ay ae esset ne eui epeemiocig iiber deam uie 69 Enable HUL Series Sale ossium eti DNE VANUS PIN E E 69 Enable HUL Package Sales uscite ts pine e toot t GR UND D Re ep reti QE 69 Skip Ticket Qo lait MEN DN tra EA R SRTR 69 Auto Complete All Tickets in a VII ICICE os osscessscacsaonsseoriaesctantiesnsonsetieneennstesaeters 69 Ringout Sale Automatically sssenicnasussnsienninonnanonanoian 69 Complete Sale Automatically Number of Seconds to Wait on Auto Complete Tieke eert 69 Automatically Void Waiting Tickets After uei iedam fene gin sterii ertt eise 69 Show Clocked in Employees on Lookup Screen by Default 69 Show Non Clocked in Employees on Lookup Screens ss 69 Display Next Available Stylist acemisonsenieti enin editiert EI IDEE DIM Etpe 70 Use Logged in Employee as ROCGDUOBISD ud oireeruiitaset octets mtespelerentuns 70 Allow Selection of House Sale for Ticket Receptionist 70 Default Employee List for Employee Selection sists cis nre tmr 70 Default Employes List tor Quick Dale Tickets saccis iere tertii ote 70 Default Checkout b rM 70 Allow Services to be Pre Selectedsisncinnsiorsoiiiniiiaiii ieee 70 Sort Pre 5elected Services Dy wasisiiaciodiurtneuneencntninendaiime man BA 70 Require Pre Sel cted Services aneri in
94. S cca nsadeetiatu m PET Vdr rd uh IR natant 55 Allow Request Types to be Edited After Appointment Creation 55 Allow Source to be Edited After Appointment Creation sss 55 Flash Notes button if Notes are Present sssssssrsssesessssresessssrsrsreesnsssssrerensnssesreees 56 Days to Check for Duplicate Booking uico tor ttti es ep RU te pit SUR tUe 56 Appointment Screen Timeout in Seconds secedere ttiv RID biete itai 56 Appointment Time Inferyal i sasncesieiiei irse tete heri PEDRO HEU e Mr itolots 56 Products Attached to Appointments Default to House Sale for Commission 56 Sec rity amp Privacy de 57 A thentication Dialog MOUG ssisatesqeod redirent bn toit rM EU e PERI aki eR eis 57 Auto Log Out at Sales Screen Press F5 After Save Settings 57 Allow Ticket to be Edited in Servicing ssesssssrsesssessssresessssssrsrensnsssssrerensnssesreees 58 Allow Editing of Previous Day Tickets s sssesssssisssssssssstessessssrerenensssserreenssssesreene 58 Enable Upload Based Lock Down ssss ssssesssssrsrsssessssressnssossrsrensnssesresensssnsrerensnssesreeee 58 Upload Lock DOVPDLIBEIGEVOL eto poi bris e aa iia Fn ntn itn Gn PUE 58 Time Clock amp SEDCU 5er cusdedtuc pat ruido aces eter terest ner ie roe 99 Disable Time C lock RepOttssauusssteee itinere RR ERR Hn ERU ax EU Rips 59 Require Password for Clock DuC acueoucteste
95. Sale demographics can be turned on or off under the Setup Tab Setup Tab Software Settings Marketing Customer Lookup amp Tracking Tracking Options Require Quick Sales Demographics A ticket is created and you will go directly to the Check Out screen where you can add products and discounts Now that you have bypassed that Check In and Serve Next functions you can complete the sales as you would in the Check Out process Tip Any customer who is purchasing products only no services should be rung out using Quick Sale This is because there is no need to track wait time service time etc Quick Sale Multi Ticket To make a multi ticket sale using Quick Sale tickets select the Quick Sale button and make the first ticket It will appear in the Check Out screen ready to ring out Now select the Quick Sale button again and create another ticket It will be added to the Check Out screen as a multi ticket Complete the sale as described in the Check Out process in the prior section Quick Sale Pre Pay For obvious reasons you cannot Prepay a Quick Sale as Quick Sales are only entered at the time of payment For this reason there is no need to Pre Pay J q SuperSalon version 5 Software Guide Quick Sale Wait Time and Service Time The service time and wait time are set to zero and removed from the various averaging calculations This was designed to minimize the effects on the average cut times service times and ti
96. Tracking Options Require Quick Sale Demographics Your ticket will be placed directly into Check Out skipping Waiting and Servicing If you would like to track the customer information you will still need to use the New Ticket button then Customer Lookup and then go to Check Out SuperSalon version 5 Software Guide Servicing Customers 1 To Transfer a waiting customer into service a On the ticket select the Right Arrow button b Identify the employee taking the customer by selecting an employee s name If the employee s name does not appear please ensure the employee is clocked in and the Performs Services box is checked in the employee record Manager Tab Employees Employee General Information c The employee can now take the customer for servicing Checking Out Customers 1 To Check Out a customer when services are completed a When the employee is done servicing the customer select the Check Out button on the ticket right green arrow You will be taken to the Check Out screen b If the service was not pre selected and you know the service code type it in the quick service product code entry field at the top of the Check Out screen If the service code is not known select the Services button from the Actions Menu and select a service from the list c Enter any products using the barcode scanner directly from the Check Out screen alternatively you can also type the product code in the quick servic
97. Waiting ie d A E Pre Pay Check Out Figure 158 Ticket Options Screen Enter optional Visit History Gender Category Source and whether the Current Offer is accepted or declined tracking option settings can be set by navigating to Setup Tab Software Settings gt Marketing Customer Lookup amp Tracking Tracking Options Select a category the services to perform and request an employee or choose Next Available Then send the customer to service wait or Check Out For repeat customers the visit history gender and category are all selected automatically When a stylist is pre selected it constitutes as a request The options are displayed so that you can quickly verify and edit if needed A note can be attached to the ticket by entering the information in the Customer Description field This can improve service instead of yelling out a name an employee will know Gary is the customer with the green cap Figure 159 Ticket Notes SuperSalon version 5 Software Guide Call Aheads Default Screen N New Ticket Enter Name Select Name gt Next Call Ahead Name David Jones Select Time Selected Time 1 35 PM Current Time 1 39 pm Estimated Wait 0 m 1 Visit History els Sendto Sendto Check Out savas I Figure 160 Call Ahead Option If the customer is calling and will arrive later in the same d
98. al section contains basic employee setup information such as name date hired etc This is also where you will enter their password which will work in conjunction with various functions within SuperSalon such as the Permissions system Nick Name If desired an employee nick name can be entered When entered this is the name which will appear throughout SuperSalon when selecting employees accessing password protected areas of the software etc It may be left blank and the name will be displayed in the traditional Last Name First name format This can protect employees privacy or can help if multiple employees have the same name Password It is important for employees to select a password if you will be restricting access to some areas of the program If the password field is left blank then that employee s password will also be blank In other words if they have permissions for a specific area it will be accessible by selecting their name and leaving the password field blank Position Select this button to assign a position to the employee Status Active Inactive Employees set to inactive will no longer be available throughout the program To re activate an inactive employee select the Inactive Employees button then select an employee from the inactive list and set them to Active Tip Once an employee is entered they cannot be deleted They can only be set to inactive To view the Inactive Employees list select the Inactiv
99. also be used to gather specific data demographic data Gross Net Gross is the amount of money the location brought in before discounts are subtracted from the total Net is the amount of money the location brought in after discounts are subtracted from the Gross Both figures do not include sales tax or employee tips in their total When SuperSalon is reporting Net and Gross it is taking a look at the transaction data generated from employees entering tickets into the system Since Net and Gross are dependent on ticket information it is important to make sure that when checking out customers it is done properly A misentered ticket could potentiality throw off the calculation resulting in bad data being reported SuperSalon has the ability to divide Net and Gross up between Product and Service sales In situations where this is occurring the information is calculated the same way as before except instead of looking at all of the locatior s sales data SuperSalon confines it to revenue generated from Product or Service sales Since SuperSalon looks at the individual items on a ticket when calculating this information tickets that include both products and services will still have their information accurately reported Because gift cards and certificates do not fall under either Products or Services they are tracked Guide D SuperSalon version 5 Softwar separately from the two When a Gift Card Certificate is sold to a customer
100. anager Tab Services Service Catego Figure 125 New Service Category Service categories can be added by selecting the Service Category button then selecting the Add Category button Enter a name for the new category and Save Subitem Manager Tab Services Subitem Use the Subitems button to create Sub Item templates for services For example if you select the Subitem button on the main Services Action screen you could add a Long Hair Charge Enter a brief description time and price Save To apply a subitem select the Haircut service to edit it Select the Subitem button and you will see the sub item listed in the left column If you want to add this sub item to the Haircut service select the sub item row then select the green arrow When a customer chooses the Haircut service a popup will allow you to add the sub item to the ticket This also serves as a reminder to up charge for things like longer hair Figure 126 Sub Item Setup oalon Version 5 Software Guide Quick Keys Manager Tab Services Quick Keys When you first enter the Service Actions screen you will see a button called Quick Keys Use this screen to select your most popular services and add Quick buttons for them on the Check Out screen This allows you to sell common items with one click To add a service select it from the Service List If you wish to remove a quick button select the Delete button next to the service you w
101. and clocks in and then the next employee selects the Time Clock tab again to reset the screen so he cans elect his name to clock in Feel free to select a tab anytime without concern for your current sale data When you leave the sales screen and then return SuperSalon saves your place If the screen you are trying to access is password protected select your name enter your password and click the Log In button or press the Enter key on the keyboard You may wish to disable the permission controls while you are setting up and learning the program Setup Tab Permissions See page 104 for permission instructions Salon version 5 Software Guide TheSetupTab Customizing SuperSalon for Your Salon The Setup Tab includes all of the initial setup options to customize SuperSalon for your business Most of these options only need to be set once If the entire system was purchased from Rogers Software many of these options may have already been configured prior to shipping the computer to your location Payment Methods Setup Tab Payment Methods General iv J J aren 7 E iv SES EAppimntsg bars Gets Saree hicr WUSAS Chm Gp CEE Ws Y Cash tegration Setup r I cu EN Em jp memesme Soup CR Internet Select the Create New s L Setup Payment button to add a bs Label new settlement method Create New Payment Pret t Printer Autoselect to
102. are striped If your ticket has multiple statuses such as a Request and a Call Ahead it will be striped with the corresponding colors The amount set up in the Request Charge field on the Payroll Bonuses button will be added to the sales ticket when a customer requests an employee Setup Tab Payroll Bonuses Select the Check Out button if the customer is ready to go directly to Check Out this bypasses sending the customer to Waiting or Servicing This is mainly used in instances where a salon would like to keep a record of what products a customer has purchased If sending the customer to service select the employee from the list For salons with a high number of staff you can search for an employee by entering an employee name or part of a name and select from the list SuperSalon version 5 Software Guide Servicing Customers Sales Tab Waiting Servicing Screen When an employee is ready to take their next customer they need to move the customer from the Waiting list to the Servicing list There are two ways to do this 1 Choose the ticket from the waiting list usually the one on top and select the right arrow on the ticket Next Available Alternatively scroll through the tickets with the up BE 9 32m and down arrow keys and select with the right arrow T key A list of stylists will appear Only employees who are clocked in and have Performs Services checked on their Employee Setup will be listed Manager Tab E
103. associated cost If Only Show Active Products is set to Yes then only items that are currently active and had an in stock count of 1 or higher for the start date range will be counted towards the starting inventory If Only Show Active is set to No then products that are currently inactive but you did possess at the time will be included in the count Listed below the Starting Inventory value is the Received Adjusted In and Transferred In values These values are populated based on if any of the actions were performed between the Start and End date range The cost associated with each action is also listed Next is Adjusted Out Transferred Out and Sold These values are also populated based on of their corresponding actions were performed The associated cost for them is listed as well The last section is the Ending Inventory Count The associated cost for the Ending Inventory is also displayed Each header Starting Received Adjusted In Transferred In Adjusted Out Transferred Out Sold and Ending is also a link to a full sized report for it s relevant topic By selecting one it will load another report within the inventory report providing a list of the products that are part of the count Each product that appears as part of it s relevant header break down can also be selected to provide a life time history of the product within the SuperSalon system This product detail report will provide a list of all the inventory transac
104. ave an opening till amount set Setup Tab Software Settings Open amp Close Expected Figure 7 Closeout Helper Supe roalion Version 5 Software Guide Opening Till Amount that amount will automatically be accounted for in the deposit summary therefore it is not necessary to count this amount out separately simply count the entire till Enter the total amount in the End day Count in the Cash section Select the Checks helper button The Checks helper will open displaying a list of received checks Go through the list and account for each check by selecting the check mark next to the relevant check The helper will calculate the total type the amount displayed once all checks are accounted for in to the End day Count section of the closeout Select the Credit helper button If you are using integrated credit card processing and have a terminal based processor there will be Credit Card Settlement button Select it to initiate the settlement for today s credit card batch If you are Host the cards are settled automatically with the processor and no additional steps are required on your part If you are Terminal you must select the Credit Card Settlement button every night otherwise credit card sales will not be deposited into the salon s account Go through the credit card receipts from the till and place a check mark in the box next to the item in the helper The helper will automatically calculate the total for the ch
105. ay select the Call Ahead button A window will appear allowing you to select their expected arrival time and then select the Wait button A ticket will be created and placed in the Wait column of the Wait Serve Screen and color coded blue with the expected time of arrival noted In 4 41 pm The ticket will have a Late button and a Here button on it e e 7 le If the customer arrives on time you might select Here and the customer will keep their position in line if you select NO v 3 Late they go to the back of the line Figure 161 Call Ahead Ticket Chemical Release Default Screen N New Ticket Enter Name Select Name Next Chemical Release If you want a customer to sign a liability release select the Chemical Release This will print a liability release from the receipt printer for your customer to sign You can edit the release text Setup Tab Receipt Printer Release If you would like to print a blank Chemical card so the stylist can enter notes for later entry select the Blank Cards button Note Rogers Software Development is not responsible for correct or appropriate liability release text You must edit this to meet your needs Redo Pre Pay Send to Check Out Select Employee Default Screen N New Ticket Enter Name Select Name Next Redo Pre Pay Sendto Check Out Employee Select If the service is a redo select the Redo Service button then the Wait Cor
106. ayment screen or select PII faa Hold to pause the clock during servicing E Figure 166 Checking Out a Customer When the customer is ready to Check Out select the right arrow on the servicing ticket You can add more services gifts products discounts and refunds and etc on the Check Out screen Preselected services will come over automatically if Pass pre selected services to check out is enabled Setup Tab Software Settings Sales Tickets amp Sales Pre Selected Services Pass pre selected services to check out If you know the code to a product or service simply type the code into the Enter an Item Code field at the top of the screen and hit enter The product or service will automatically be added to the ticket With this method you do not need to select the product or service category button on the left If you know part of the name of a product or service you can also type it into the field at the top of the screen and hit enter SuperSalon will automatically search for it and show the results Select the desired item to add it to the ticket Services can also be added by selecting the Services button under the Actions Menu then the category and then selecting the green arrow next to the service Supe rSalon version 5 Software Guide Products can also be added by selecting the Products button under the Actions Menu then the brand and then selecting the green arrow next to the product Wi
107. b zi Cash Company eee p Jn o General Timecards Pay periods i Finger l Jl Scanner Create New Plan Label Commission Plan Form Printer Local Plan Name Settinas Owner Select Plan Type oV Password _ Kod FS Matrix CRIC Points Service Sales Service Count Bonus Product Sales 96 Retail to Service Product Com 96 Retail to Service Service Com Retail to Total Sales Product Com E Service based on Product Sefoot 7 Product Brand Premium _ Settings Payrate based on Production Software Tenure Bonus Settinas Service Category Premium Utilities PPG Service Com Hourly Options INTA Com Additional Bonus Production Fee Figure 35 Creating a New Commission Plan When the Commission button is first selected there will be a drop down box displayed which reads Select a Plan To edit an existing plan select the plan name If you have no plans defined drop down the field and select Create New Plan Give the plan a descriptive name and then in the Select Plan Type dropdown select a commission plan type to create The following commission types are supported FS Matrix This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers tech support CRIC Points This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers tech support Service Sales This
108. be used to is by employee groups schedule multiple services create a new ticket perform a quick sale change to resource view open the till or select other options such as gift card lookups Figure 187 Appointment Screen Main View The Appointment tab can be turned off for walk in only salons Go to the Setup Tab Software Settings System Appointments Show Appointment Tab After disabling or enabling press the F5 key to refresh SuperSalon The main view screen shows all employees scheduled to work White blocks represent times employees are scheduled to work Dark Gray blocks represent unavailable times Select an employee to view just their schedule or select the Resource View button to create appointments based on Resources A Help button is available for instructions Select the Options button to Print Itineraries Check Overbook etc Select the Calendar button to view the calendar Use the Search button to search appointments SuperSalon version 5 Software Guide Appointment Screen Resource View Appointment Tab Resource View p VA Saas Y aw Lime abas ES slal 1 Select a Resource to l view a week Schedule and Appointments Use the Filter by Resource category button to show only certain Resources Figure 188 Appointment Screen Resource View Selecting Resource View displays all resources Select The Filter By Resource Category button on the bottom of the page to
109. by scanning or searching for the item using the search box at the top of the Check Out screen For discounted items you will need to edit the default price to match the sale price Select the green arrow next to the service or product to create a refund Cul zo Sn SA 7n Supe reoalon version 5 Software Guide line item Select as many items as necessary Select the Pay Now button On the Additional Refund Information screen select the employee who originally received commission for the sale from the drop down menu and if a product whether to put it back on the shelf Complete the transaction as normal c For refunds using integrated credit card processing click the credit card payment type button and enter the amount of the refund as a negative number Credit card transactions entered as a negative amount process as a credit refund to the card For example If the total amount to be refunded to a credit card is 10 00 the entry would be 10 00 d Redo Create a ticket as normal for the customer preselecting the service to be redone At the Check Out screen select the Refund Redo button Choose Redo Search for the service to be redone using the entry field at the top of the screen Edit the price of the service as needed and select the green arrow A negative amount will be added to the ticket to account for the Redo Select the Pay Now button On the Additional Redo Information screen select the employee who originally received commissio
110. c oesecioue aim m Dn t Rp 109 Show Ticket Status on Recelpt cisda nete tite bel Garin dud dpa ei oret ia 110 Display Sale ID in Becelpt assarotuteenapuiue tme nnana captas teri itin dod 110 Show Stats on Receipt PEN Ns 110 Print Package Services on ReceiPtassesriieseresiinneninnaii na 110 Combine Taxes on Receipt s sseesssssresssssssrrtesssssssrerensssssrstensessnntetessesnsrsrereessssrrrreet 110 Auto Print VOIDED Receipt ossis ininde buie athens eyiini 110 Print Signature Lines on VOIDED R cetpt si ect titio repro einen 110 IDBE IE fe 0 2 AR E E EEEE LL E EE 110 New Customer Footef esseataposes His ettet iet eR trie reroror onas tunok SPEE PESO rere S erra ror EAT orrera 110 Additional BOOT MM NN 111 C stom Header siiani 111 lA 2islo ciii om M 111 Chemical Release OO pH0nS eoe itd ite bates md euentu ott tps odi teeici arp tr 111 Chemical Release Questions eet o psc tee texe i vase e eu edita irent tosta Dese 112 cuchstddc Mreii o 113 p EL M 114 Zebra Printer Windows InstallatigBbusei sieecitetise uerit tris tbe rv DO PAID 114 Sharing the Zebra Ermer eius ydus duua ive neon me Eu ere 114 petting the Zebra Printer POPE ascen etr ethnic ERR toner GP n RE 114 Aligning the Labels and Printing Test Pageuenterotiiet edt retten 114 Superoalon Cope UEODTORL setup earn E EE 115 Pole Display siriane irete i TET E E TO E ee
111. c or Biometric a Biometric is selected by default 3 Browse for file 4 Select Import Clock In button Figure 69 Premier Import Premiere Integration 1 Selecta date range 2 Selectthe Export TimeClock button Tuition Settings Select the New Tuition Type button to create new types Enter the name of your new Tuition Type and select the Save Type button Your new tuition type will be added to the list To edit a tuition type select the note pad To delete tuition types select the red circle These Tuition Types are used when students pay their tuition Manager Tab School Make Payment Figure 70 New Tuition Type Popup Service Setting Categories Service Credits All credits are categorized into categories Enter details for new Service Credit First create a category by selecting the New Category button enter a name for category and select the Save Category button E Next select the New Credit button then Flexible Credit on the New Service Credit screen choose a P service a category by selecting the Service State Category button The new Service Credit screen pops up Select the Service Select button select a service category a service you wish to create credits for and you are returned to the new Service Credit screen Figure 71 New Service Credit Popup Cancel On the New Service Credit screen enter a set amount of credits and check the Flex
112. cket Creation If enabled Alert note s will prompt during New Ticket Creation Show in Servicing From Waiting Tickets If enabled Alert note s will prompt when the ticket is in waiting Show in Service Ticket Receipt If enabled Alert note s will prompt during Servicing Add Walk Account Create new walk accounts Each account requires a code a name and a type The available types are in or out Figure 57 New Walk Account Setup SuperSalon version 5 Software Guide SMS amp E mail Setup Tab Software Settings Marketing SMS amp E mail Software Settings Salon Mobile Number SMS Account Balance Allowed SMS Quota for the Salon is over 0 140 Characters send this message after appointment booking ppointment Confirmation Message 0 140 Characters Send this message on appointment confirmation 23 ee Appointment Reminder Messaae JE Figure 58 SMS amp E mail Software Settings Allow SMS Feedback System If enabled the SMS feature can be used to instantly communicate with customers It can provide electronic receipts thank you s reduce customer no shows increase customer return rate send promotional messages and send Happy Birthday message Tip SuperSalon staff needs to enable SMS for your account You will need to select which stores will be active Supe rSalon version 5 Software Guide Enable SMS Messaging If enabled the SMS Feature will become active in
113. commission type pays commission on services sales only Commission can be based on gross or et and calculated on total sales or sales per hour SuperSalon version 5 Software Guide Service Count Bonus This commission type allows you to pay employees a certain amount every time they perform a service Product Sales This commission type pays commission on product sales only Commissions can be based on gross or net and calculated on total sales or sales per hour Retail to Service Product Commission This is a product commission based on the ratio of retail product sales compared with service Sales Retail to Service Service Commission This is a service commission based on the ratio of retail product sales compared with service sales Retail to Total Sales Product Commission This is a product commission based on the ratio of retail sales compared with total sales Service Based on Product This is a percent commission for services determined by the amount of product sales calculated either as a total of all sales or as a dollars per hour figure Product Brand Premium This is an extra commission paid on a specific brand Payrate Based on Production This plan is a variable pay rate based on service per production hour Tenure Bonus This is a payroll bonus based on employee longevity Service Category Premium This provides an extra commission on all service sales that belong to a specific service category PPG Service C
114. cost or retail Last Received Cost The system will enter the cost for the product from the last order Retail This is the amount that you sell the product for at retail Variable Priced If you would like the product to be variable priced choose Yes from the drop down Employees will be able to change the price when a customer is purchasing the product In Stock This is the quantity the computer calculates that you should currently have on hand You can see how this number was derived by viewing the Inventory Report on the Reports tab Reports tab Products Inventory Employee Points Enter points to assign to an employee who sells this product These points might be used as incentives and bonuses to encourage employees to offer certain products to customers thereby increasing the per customer transaction amount Track Inventory Select Yes from the drop down if you want the system to track the product s inventory Alert Oty When the quantity on hand reaches the level you set here or below the next order you create automatically suggests you order whatever quantity it takes to get back to the par level Par Level This is the quantity that you would like to maintain on your shelf When you display a product Purchase Order it will show suggested quantities These quantities are calculated by subtracting the current number on hand from the par level If the par level is 6 and the number on hand is 3 SuperSalon
115. ct the Add New Customer button in the bottom left b The Customer Information screen will appear Enter the First Name Last Name Phone Number and then select the correct gender button If there is a space between the first and last name in the Customer Search field SuperSalon will automatically enter the customer s first and last name in the appropriate fields SuperSalon also detects numbers and puts them into the phone field You may also ask if they would like to be on your mailing list for specials If so enter their address information You can also solicit other information such as Figure 1 Customer Lookup Screen Qalemmi auakECafhunrm futi Supe roaion Version 5 Software Guide their birthday or e mail address Use the tab key to move from field to field select the Save and use button to finish creating the new ticket c On the New Ticket Options screen you can now select options such as New Repeat customer Age Category Customer Source Service Requested Request an Employee etc SuperSalon can be set to auto select New Customers Setup Tab Software Settings Marketing Customer Lookup amp Tracking Auto Select New for Customers If you do not select a service it assumes a haircut for the purpose of wait time estimation d You can now select the Wait button on the lower right of the Ticket Options screen to add this ticket to the wait list 3 Ifyour customer is already in
116. cut Max Flag Time Specify a Maximum flag time for haircuts for anti theft If a haircut typically takes 15 minutes you might set the maximum to 20 minutes If a haircut takes 40 minutes it will be flagged Sometimes this can indicate that a more expensive service was performed but the employee only entered a haircut and kept the extra money Base Cut Price Used in the reports system to determine the cuts per hour equivalent when other services are figured into production Include Requests in Service Sales If enabled requests will be listed as service on the Production report Age Definitions Child Teen Adult Customize your customer age group If you are using the Customer Database customers will be tracked automatically based on their birthday Mini Production Report Display Gross Column If enabled this feature will add a Gross column to the Sales Summary on the Mini Production Report Weekly Report Start Day Specify the day of the week you would like the Weekly Report to start from Try to match this day with your pay period to reduce confusion Show Additional Time as Personal Time Enable this option to change Additional Time to show as Personal Time on the Timecard Report Reports Payroll Timecard This change is purely cosmetic SuperSalon Version 5 Software Guide Tips Setup Tab Software Settings gt Sales Tips oftware Settings mme P EN force minimum tp amount 2 Fre a change as
117. d the New Customer check in will require the customers State to be entered before proceeding An asterisk will appear near each of the required fields while checking in Address 1 If enabled the New Customer check in will require the customers Address to be entered before proceeding An asterisk will appear near each of the required fields while checking in Address 2 If enabled the New Customer check in will require the customers Address to be entered before proceeding An asterisk will appear near each of the required fields while checking in E mail If enabled the New Customer check in will require the customers E mail address to be entered before proceeding An asterisk will appear near each of the required fields while checking in Date of Birth If enabled the New Customer check in will require the customers Date Of Birth to be entered before proceeding An asterisk will appear near each of the required fields while checking in Gender If enabled the New Customer check in will require the customers Gender to be selected from the pop up menu before proceeding An asterisk will appear near each of the required fields while checking in SuperSalon version 5 Software Guide Tickets amp Sales Setup Tab Software Settings Sales Tickets amp Sales Software Settings m Show customer information in release header EN Allow Edit Commision at Checkout rs Regue atucksts dossa oreo GE Enable Ser
118. e Upload End date for schedule January 1 2015 All times must be entered in the format HH MM AM PM Example 08 00 AM Leave the start and end fields blank to have no schedule for that day pw Vendors Figure 101 Scheduling Groups Edit Screen To create or edit another Scheduling Group select the Scheduling Group button again This will take you back to the Scheduling Group set up screen To edit a group select the group and edit Individual members of this group can still have exceptions to the schedule by modifying their schedule using the Employee Scheduler Manager Tab Employees Employee Scheduler or select the Scheduler Tab if enabled Exceptions will remain intact if the group schedule is modified however changing the member to a different group will remove exceptions Salon version 5 Software Guide Employees are assigned to scheduling groups under the General Information section of the employee record Manager Tab Employees General button First Name Employee Cer Maese o 8 i Store Location Expiration Date Date Hired Termination Date Password imu III 5 I E 1 Margal Status Single Permission Group Scheduling Group Price Group Optimum Book Interval Stylist School Default 45 mins Figure 102 Employee General Information Screen With Scheduling Group button Select the Scheduling Group button and select the Group you would like
119. e The stytst gave my son a shampoo wothout ashang me first As I am cm a ight budget we wanted just a hawout We have been uamg this shop smee st opened and have had a wonderful stylist a es 1 1 1 E E E Tus PosheCammemw Pameemeryowcommenn and supgesons E e aa aa a 0 Figure 86 The Rate My Visit I Office Report If you do not have the SuperSalon Rate My Visit service and would like to learn more please contact our sales department at 888 458 1001 then press 3 or e mail sales rogerspos com e T A ERI sing SuperSalon Version 5 Software Guide Label Printer Setup Tab Label Printer 1 6pts 4pts AO gt r oup CERE m Figure 87 Label Printer Setup SuperSalon can utilize a label printer to print labels for your products Printing labels requires a Zebra model 2824 label printer Zebra Printer Windows Installation First install the drivers from the disk that came with your printer The printer is the ZebraEPL LP2824 Make sure you select USB as the port during installation Leave everything else as default Sharing the Zebra Printer To use the Zebra you must share the printer In Windows go to Start gt Settings gt Printers and Faxes Right click on the Zebra printer icon and select sharing from the context menu This will take you to the Share tab of the Zebra Properties window Once there select Share this Printer Set the printer share name to ZebraLP2 Setting
120. e Redken Joico etc This allows you to sort various lists and reports such as product orders by brand It also allows you to search by brand Note to Fantastic Sams Users The brand FS must be used to properly report FS product sales in FS reports Salon version 5 Software Guide Services Manager Tab Services 7 iv 7 s zv 7 up 7 zv f sales rApptmnts Vine eller xsara Jpn Manager Setupi Messages la Brands Card Terminal Customers Departments 7 Type in the search terms above the results will automatically be filtered as you type Employees Voucher _ Membership Opening A bx Default Amount Speed Keys Pee ee Packages 0 min s Products CRFH Corn Row Braiding Full Head Child s Services 0 min s Quick Keys ISI ON Rasour s Mullet Maintenence Packages Hair Advanced 0 min s School HAIR CUT Hair Cut 20 min s Search Hair Cut 0 min s Series Seien Style 0 min s Update Other 0 min s Upload Upload Vendors Figure 123 Service Actions Screen This section allows you to add and edit services The services listed on this screen are used when pre selecting a service during ticket creation booking an appointment or checking a customer out The Quick Key section determines the order of service when using the Check Out screen Services can be organized based on the frequency with which they are used
121. e Refund Redo button and choose Refund Then select a product by scanning or searching for the item using the search box at the top of the Check Out screen Edit the price and quantity if needed Select the green arrow next to the product to create a refund line item Select as many items as necessary Select the Pay Now button Salon version 5 Software Guide Additional Redo Information Code Description Price Original Put back on Shelf 444000 Refund HAIRCUT 19 95 SD Back Pay Now Figure 175 Additional Refund Information Popup On the Additional Refund Information screen select the original sales person if known from the drop down menu and whether to put the product back on the shelf Complete the transaction as normal The option to put refunded products back on the Shelf can be enabled or disabled by navigating to Setup Tab Software Settings System Inventory Show Option to Add Returns to Inventory For refunds using integrated credit card processing click the credit card payment type button and enter the amount of the refund as a negative number Credit card transactions entered as a negative amount process as a credit refund to the card For example If the total amount to be refunded to a credit card is 10 00 the entry would be 10 00 Refunds can also be performed on services but it is recommended to create a new ticket for these transactions so you can keep track of unsatisfied customers If
122. e button Marital Status Select this button to record the employee s marital status Department Select which department the employee belongs to from the drop down menu Permission Group SuperSalon allows you to create different employee groups Each group can be set to have permission to access specific screens or reports or denied access to specific screens or reports Select Manager Shift manager Stylist Receptionist or any other permission group you have created this tells SuperSalon what access level this employee has For instance you might setup managers only to have access to edit time cards but shift managers and managers may have access to the discount setup screens Receptionists may be denied access to both of these SuperSalon version 5 Software Guide Scheduling Group If you have set up scheduling groups use this button to assign the employee to a group Price Group If you have set up price groups use this button to assign the employee to a group Optimum Book Interval If this feature is enabled you can select an Optimum Book Interval for each employee A visual indicator will be added on the appointment book Personal Information Emergency Contact The information in this area is of a sensitive personal nature Permissions for this area should be restricted to only those who need access such as owners and some managers Users without permission will not even see this tab Payroll The Payroll section is wh
123. e lack of any extra employee customer service or discount details SuperSalon version 5 Softwar D Q ag g D TheHelpTab We tried to make SuperSalon as easy as possible to use but at times you may find you don t understand the use of a certain feature If you are having trouble with the installation or use of SuperSalon registered users of SuperSalon may obtain technical support by calling SuperSalon at one of the contacts below Technical Support available Monday through Friday 5 am to 9 30 PM PST Saturday 6 am to 7 PM PST Sunday 7 am to 7 PM Voice 888 458 1001 e Support Fax 907 374 0977 E mail support rogerspos com Internet http ww w supersalon com Software License Agreement THIS IS A LEGAL AGREEMENT BETWEEN YOU EITHER AN INDIVIDUAL OR AN ENTITY AND ROGERS SOFTWARE DEVELOPMENT INC BY INSTALLING OR USING THE SUPERSALON POS SOFTWARE THE SOFTWARE YOU ARE AGREEING TO BE BOUND BY AND TO THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT IF YOU SO NOT AGREE TO BE BOUND BY AND TO THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT RETURN PROMPTLY ANY SOFTWARE DISKS AND ACCOMPANYING DOCUMENTATION TO ROGERS SOFTWARE DEVELOPMENT INC AND DISCONTINUE USE OF THE SOFTWARE Grant of License 1 Subject to and in accordance with the terms and conditions of this License Agreement Rogers Software Development Inc grants you and you accept a limited non transferable license to use SuperSalon POS
124. e printed on a conventional printer except the Mini Reports which are designed to print out of a receipt printer Almost all of the data entered into the system can be retrieved via one of the many reports SuperSalon has built in to assist with the management of your business Reports can be used to check your inventory counts handle payroll find out which services or products are selling more than others compare employee performance results and even to find out what customer demographic visits your location the most In order to ensure accurate data is presented it is important to make sure that the system has been set up properly following the instructions outlined elsewhere in the manual SuperSalon version 5 Software Guide Reports Sub Menus Reports Tab Select Category Figure 212 Reports Sub Menus Each category has sub menus with reports that pertain to the category Select the category first and then select the report with any of the available modifiers to bring up the information requested Due to the large number of reports ava
125. e product entry field at the top of the Check Out screen If you do not know the product code or cannot scan the barcode select the Products button from the Actions Menu and then browser for your selection by brand and category d To add discounts select any applicable products and services you have already added to the ticket then select the Discounts button from the Actions Menu and select a discount from the list If you have a discount code you can type it in the quick service product code entry field at the top of the Check Out screen Calan wr EC f uk Mr pee uper Ko LLO Version o S5OIlWdre Guide Service Products Discount Package Series Sales Membership Gift Refund Redo Service Figure 2 Buttons of the Checkout Screen If the most recently entered item is incorrect undo it using the Remove button To remove a specific line item select it and then select the Remove button on the lower right hand side of the screen When you are done adding Services Products and Discounts select the Pay Now button If Skip receptionist selection screen is set to No you will be asked to identify who is entering this transaction Select the name of the employee handling the transaction Setup Tab Software Settings Sales Ticket amp Sales Employee Lookup Screens Skip receptionist selection screen Enter the amount they are paying and then select the payment type The arrow keys on your
126. e ready select the Test button The system will test your configuration of the pole display and will attempt to display the idle text you entered Salo In Vareinn Software QGiine uperoa UII Version o ooitware Guide Connecting Peripherals Below is a diagram of a typical computer setup with one serial port Shown is a Dell Optiplex Computer an ELO Touch Screen Monitor with a USB interface Epson TM T88III Receipt Printer with a serial interface a MMF 240 Cash Drawer with an Epson interface Also shown are a standard keyboard and a USB optical mouse In the example we also added a USB barcode scanner Dell Small Case Setup Diagram Keyboard amp mouse Scanner Receipt Printer Plug in cord from Data Power DSL or cable Cash Drawer V Plug in cord from wall jack for dial up connnection Figure 89 Typical Recommended Hardware Setup Diagram Salon version 5 Software Guide Owner Password Setup Tab Owner Password Owner Password Setup Instructions Owner Password The Owner Password has unrestricted permission to all areas of the Super Salon POS For this reason you should never give out the owner password You may add any employee and give him her manager access First time setup If this is your first time running Super Salon POS you will need to click the First Time Setup button below Follow the steps to unlock the software Recover Password If you forget or lose your password you can use this tool to
127. e the card through the card reader On the next screen you will be prompted for a tip amount For no tip amount enter 0 in the box and then select Process Transaction You will have to confirm the amount Select the Ring Out button SuperSalon version 5 Software Guide Multi Tickets 1 You can Check Out families or other groups together To pay for multiple tickets all tickets do not need to be completed but you will need to know what services they will be getting so you know what to charge for a Ifatleastone ticket is ready for Check Out select Check Out on the ticket If all tickets are in the wait column select one for prepayment by selecting the Edit button Notepad icon This will take the ticket back to the create ticket screen Once there select the Prepay button This ticket will be sent directly to the Check out screen b Now that one ticket is in the Check Out screen add the products and services that correspond to the ticket C Select the Add Ticket button from the Actions Menu d Allofthe tickets in Waiting and Servicing will be displayed Select the ticket you would like to add It will be added to the list of tickets for the In 3 02 pm Served 3 20 pm current sale On the left hand side of the Check Paid Multi Ticket Out screen will be a list of current customer tickets REST with the active ticket being blue Add the necessary products and services to the relevant ticket after confirming the right one is
128. e the desired Ran XR 0 00 0 0 00 5 45 20 60 N Dr MOL uu Don s a a Aon ill aa lll Lo 000 878 2560 77 37 74 79 2 58 0 00 0 00 0 00 0 00 0 00 77 37 Figure 202 Employee Timecard Report Adjusting Time Cards The time card adjustment is very fast All days in the pay period are listed You can quickly edit an entry and go to the next This is a very efficient way to fix time card errors prior to pay day Permissions can be set to deny access to these reports This method allows protection from employee tampering e arana E Cafar f us Salon Version 5 Software Guide If an employee forgets to punch in or punch out a red line indicates an error Select the line to pull up the Timeclock Adjustment screen The helper will display the closest time possible to what the actual punch in or punch out time would have been Magnuson 2 26 2014 Add Punch In Out Figure 203 Timecard Report Helper Tip The Timeclock Adjustment screen has many features A helper screen shows when an employeess first interaction and last transaction occurred This is very helpful if they forget to punch in or out or if you suspect that they are staying on the clock too long On this screen you can edit existing entries times or position worked and you can add new entries You can also adjust Off Floor Hours as well as add Additional Bonus Amounts Shiam peedocton ome mares it from pr ducton ii nen oreodactien om payne
129. e to select an optimum booking interval from the Optimum Book Interval button on the employee General Information screen Manager Tab Employees Select Employee General button SuperS alon version 5 Software Guide Void Waiting Servicing Tickets when Deleting Itinerary When this line is enabled tickets associated with an appointment will be deleted from the Wait Serve screen if the itinerary is deleted If disabled the itinerary will be deleted but any ticket in the Wait or Serve column will remain Limit Employee Selection by Request Type Enabling this line will filter the list of stylist available by the request type when making an appointment In order for this to work properly each employee must have a gender configured in their employee setup Allow Duration to be Edited If you disable this line you will not be able to edit the duration for appointments Display the Post Booking Summary If this feature is enabled the Appointment Booking Summary will pop up after creating an appointment Display Customer Gender on Appointment If this feature is enabled the customer gender will be displayed on the appointment Default Screen Main or Resource View Here you can set your default Appointment screen to show resources or show employees Keep Date and Time After Appointment Actions After booking an appointment for a future date you have the option to return to today s date or keep the view on the future date If this
130. e upload time unless specifically directed to do so by our support staff The SuperSalon upload system features a highly reliable system that includes error detection and a persistent data push Salon version 5 Software Guide Upload Estimate Setup Tab Internet Setup Upload Estimate Upload Estimate Report customer alerts gift certificate company customer group torders options torder lines commission changes credit categories updates upload settings transaction tuition employee commission account codes NJ NJ Rm e d de de d d d d d e e Figure 76 Upload Estimate System The upload estimate provides a list of tables and rows that will be part of the next standard upload This particular screen is for diagnostic purposes only VI emi Ro Dares ros finn Salon version 5 Software Guide Upload Settings UpSys Setup Tab Internet Setup Upload Settings Upload Settings Upload System UpSys Version 1 0 6 r31184 r31184 PHP Version 5 1 6 UpSys Status Upload Overview Upload Estimate Save Settings Upload Host upload supersalon com Username Password Click to Change Dialup Account Enable Dialup Maximum rows to transfer 40000 Timezone America Chicago M Figure 77 Office Upload UpSys UpSys runs in the background and does not utilize a popup window to notify you of uploads Mini uploads can occur as frequently as every five minutes UpSys uses the latest encryption f
131. ebel LER ULP bx E EREE EY 27 Heartland Int e JPIODL edere nive UA ATH A END DX MP III DAMM IU I e IE E 28 uis iecore rdc qj een ee mee tee en ce ee anna Ener ere Teer ener rere eats 29 Malgtec Gift Card SOUS assem ptt n Eb MU GER Rt ER ET DRE aS a 30 SVS Gift Card DOLTBES aei IR HUN UN IE QUEDA GINE i eirian 31 Moneta Gift Card Settings cesarean cn rep UTI E FUERON ORUM SM Mta PUE PUU 32 LUDERE RTRKe ai 33 Payroll BONUSES MM X 35 Payroll Mod seriosi naie r a 35 Request Charge acoso cma ttum penu tantu tht tU utei t 35 FRSA ERENT m 35 Include Request Charge In Service CODImSSIOD scs ese isnt eto tentent aries 35 Minimu Wape D 35 TimecardsS s ssssesssesesseseeseseesessesersosessesessssessssenensensnsiseesrsstsrnsrsroenststoststosessnsssensesenersessrsres 36 Overtime fot over 9 hours day sssrinin 36 Ovyertime JATIBESLssousetiein eiietiapitve iier serete isto pa E a Rine DIN SUD VENDI uM E 36 Automatic Employee Breaks ensi utente tuse enisi Duns dime ated 36 Automatic Split Shift AGTUSDIOUIE sssini 36 Employes Payroll Method icsincsiscdonitunciaiannacGu naan mnnde 36 li yr io M X 37 OUTRUN aerate O E A E E 39 FS MatriX aou ute UDINE ne ee 39 CRIC POMS ee ene er tte EE E NUN EMEN MEE ME 39 Service SANS anus een Inu tI HEATH DI dui IM DID HEN I MCN S TIE eoni 39 Service Count DOBIUS eseesiie en Eae
132. eckeOut Select Employee sinssussscrevscesnnseseaseenconsassinovautonse 193 SEKOIOINO CUSTOM IBIS accende debat adt ts mca netu tem buone reus 195 di c EN E TERI ET ig dl cater ETE EAR reat ci 196 Split CONSIDER ID E ANNI UN MEME 198 Gift Certificat Sales ocean ted meron i eer ree eee EM eee n tient 199 Gift Card Sale Paus cube brit E aR aaa arom nes 200 lisi TICK doi uM E 201 C stomer REGUS duae oda RU R E ines Bt a MGR RR 202 lu ino INEEN T 204 Payment screen Tip AIoGatOnaossusssoreiskteniniibb ica RI pU Fr II Drei 205 Integrated Credit Card PrOCGSSIDp de eret eet bct ieminaieS 206 Gift Certificate Redemption aos ceris edam en atti boston vie inani 207 Using Gift Card for Payment d 208 Performing a Quick Sale ssreriipniiaserien a u a Una ROM ID C UH HDI 209 Quick Sale Multi Ticket o a ets t RE EORR I P E D HOUR Ib ED NV p DU 209 Quick Sale DIG D Ayo eise ar este tei tia AR iie o bRUU 209 Quick Sale Wait Time and Service Time ssiccisecsussscsesossssncesassretsevevsestvevacvoysscensabctvenes 210 Voiding TICS m 211 The Appointment Tab Appointment Screen Main View 212 Appoamiment Sereen Resource VIP cocer skitettsttts tesi ette ber ERO eran pS pe tacit 213 Appointment CIC AUMUND MEER NE 214 Show Appointments from Wait Serve Screen as Geskuis creases pet etit vite van va un EE E D 218 The Time Clock I3b eter rette ntt UHi Rp DARE HR ina veneer
133. ecked items Enter the total credit cards received into the appropriate credit payment in the End day Count section Repeat this process for all payment types your system is set up for Enter any notes relating to the closeout count Select the Save Close button when closeout is complete 1 J n r Cx cL fr I b irea E Cafar la Version o ooltware Guide System Requirements e Microsoft Windows XP See Below Windows 7 Professional or Ultimate operating system Minimum monitor resolution 1024 x 768 Intel Pentium or AMD Athlon XP class CPU running at 2 6 gHz or better e 1 GB RAM or greater e 20GB hard drive e CD ROM drive Trademarks e Microsoft and Windows are trademarks of Microsoft Corporation e SuperSalon is a trademark of Rogers Software Development Inc Installation Insert the SuperSalon CD in your CD Rom drive If the setup program does not start automatically click the Start button and select RUN Click the Browser button and browse to the CD drive Select SETUP and click enter e Follow the directions shown e SuperSalon is then added to your desktop Simply click the SuperSalon icon to start the program SuperSalon will need to be registered before it can be used however you can register it as a demo version to try it free for 30 days Just click the Setup tab Owner Password First Time Setup and type demo into the Registration Key field Ifyou purchased SuperSalon call support at 888 458
134. ect the group you would like to show Figure 99 Employee Group View on Appointment Screen Salon version 5 Software Guide Scheduling Groups Manager Tab Employee Groups Scheduling Groups Ski ys i Anas uttur Gass Exil Apos Managen i MD Messages u hielp Brands Cad minal Customers Departments Discounts Gift Voucher _ Membership Opening Packages Products Quick Keys Resources School Search Sales Series Services Update Upload Vendors Figure 100 Scheduling Groups Screen SuperSalon allows you to create scheduling groups and assign employees to those groups This allows you to edit whole groups of employees at one time simply by editing the schedule group times and dates To create a scheduling group select the Scheduling Groups button and then select the Scheduling Group button The Scheduling Group setup screen pops up Select the New Group button enter a name for your group and save Salon version 5 Software Guide The Scheduling Group editing screen will then appear Enter the times and dates for the schedule and save E Sales E ATS Vino Glogs Sloep RAD al 3 Setups amp Messages WD i Brands Card _ Terminal _ Customers Departments Discounts Membership Opening rs Packages Products Quick Keys Resources School Search Sales Series Sales Services Update Start date for schedul
135. ed on that club SuperSalon version 5 Software Guide Customer Type Manager Tab Customers Customer Type Figure 112 Customer Type Menu The system allows you to categorize your customers by type and allow specific functions for those types such as discounts etc The customer is assigned to a type in the Personal section of the Customer Panel Select the Customer Type button to view types or add new To add a new type select the Add Customer Type button enter a name and save Q p c D r Salon version 5 Software Guide School ManagerTab School Ces a fa Sunc f Ros y tome Gump fis Gub 1 Brands Card Terminal _ Assign Manneaun Voucher BE Membership Opening Packages e Assn Man eaun Graces Products Quick Keys E Resources Search Sales Series Sales Services Update Vendors Figure 113 School Screen If you have School Functions enabled Setup Tab Software Settings System School Settings Enable School Functions the School button will be added to the Manager tab On this screen you can record and edit tuition payments your students make assign credits and grades to students performing services on mannequins and merge student records Tuition To make a payment select the Make Payment button then select the type of tuition then enter the student s name and payment amount Select the Make Pa
136. ed t wil disab all other card processors Card Swipe Device Com Port None None ng X Enabled Server Address https IPCharge net IP Cent Code i E wewme O O i User Password Soft Utilities Allow Credit Tips a Display Settlement Button During Closeout Figure 23 IP Charge Integration screen SuperSalon can be configured to work seamlessly with integrated credit card and gift card processing software If you are using an external credit card processing terminal there is no setup required in this area If you would like to use integrated credit card software such as IP Charge please contact Rogers technical support to help you configure SuperSalon to support the integration Call 888 458 1001 then press 1 or e mail support rogerspos com Salon version 5 Software Guide Monetra Integration Setup Tab Payment Methods Credit Card Processor Setup Monetra NA v m m F gt A z Y Nf 2 v z icu amp dbS iun Wars Cells scheduled BReports 7 Cima o Ghose ciel Dae Ao o Pais woutAcer Gift Card Processor eae Codes Setup Finger BEN Only one credt card processor can be enabled at a time If you save a new card processor to be enabled wil disable al other card processors Card Swipe Device None None Card Reader Timeout In Seconds 60 Username Nal Credit Card Enabled Allow Tips Offline Processin
137. eft column Selecting the categories you wish to allow for the employee will move them to the Applied Categories column When complete save your entries Categories may have several services within them By default all are selected To select specific services within a Service Category the employee can perform select the Allowed Services button Figure 96 Applied Categories Screen The Applied Services Categories you chose are selected Select the category you wish to choose services from In the figure below we have chosen the Haircut category Figure 97 Applied Services Screen All available services within the category are applied by default Choose the services the employee will not be performing by selecting a service from the right column The service will move to the left column The services in the right column will now be listed for this employee on the appointment screen Make sure you save your entries Salon version 5 Software Guide Service Times All services the employee is allowed to perform are listed If you wish to enter a time specific to the employee for a particular service enter it in the field next to the service SuperSalon will use the time entered instead of the default time entered on the service setup screen Employee Scheduler Manager Tab Employee Employee Scheduler This button sends you the employee scheduler Instructions for adding employee schedules are included on page 225 The
138. egin If your selected pay period is based on weeks the Show commissions for setting determines how commissions will be displayed on the payroll report If entire pay period is selected there will be one table showing all commissions for the period If each week of pay period is selected one table will be displayed for each week in the pay period and a third table will display the totals SuperSalon version 5 Software Guide When you are finished SuperSalon will display two or more periods to verify that you have set them up correctly All future pay periods will automatically be generated If you have a need to set up multiple pay periods this is not usual for most organizations for instance to stagger out your pay days or pay managers monthly and everyone else twice a month SuperSalon supports this easily You may set up as many pay periods as necessary The next step is to assign your employees to a pay period Go to employee setup Manager Tab Employees Select employee name Payroll select the period with the Pay Period drop down box and then select Save To quickly set all employees to the same pay period go to Setup Tab Utilities Check Employee Payperiod Setup As long as there is only one pay period this will set all employees to it Salon version 5 Software Guide Commission Setup Setup Tab Payroll Bonuses gt Commission SHE fApptmntsg Vilux9 else Sioen R VEP Setup ALES bo
139. en Ta M More Figure 148 More Options Select the More button then select the Price check button to find or confirm a product price Scan or enter the product code and select the Search button for results For a list of the next available stylist select the Next Stylist button Stylists are listed in order with the stylist waiting the longest at the top Locations that are using the WebCheckin service can also view a list of tickets that were booked online by selecting the Online Tickets button Salon version 5 Software Guide Today s SalesScreen Default Screen gt M More gt Today s Sales s Sales 3 07 2014 Comissionable Employee Sales Payment Employee Sevice Produt ces peres zme 3 07 2014 Smp 3 07 2014 1 30 pm EIE pee ee ea IC N 3 07 2014 1 14 pm 3 07 2014 Pe eee E INTTR MARIGA 12 4f jm Select a row to view the sales details of a ticket Figure 149 Today s Sales Screen Select the More button then select the Today s Sales button to bring up the days transactions Click on a row to view the sales details Note If you need to edit or void a ticket you will need to go to Manager Tab Search Sales The edit functions are there so that access controls can be set if desired SuperSalon version 5 Software Guide Checking in Customers Default Screen N New Ticket Enter Name Select Customer New Customer ap EY ERY TNC Prem m Yaar eta Y wx Tol
140. enabled Setup Tab System General Assume All Paid Ins are Cash you will be taken to the Payment screen to finish the transaction If set to Yes you will see a notification that the Paid In has been completed SuperSalon version 5 Software Guide Select Card Swipe Settings Setup Tab Payment Methods Credit Card Processor Setup Processor Figure 20 Select Card Swipe Settings screen The Card Swipe Settings screen is used to configure the card reader your location uses to process credit card or gift card transactions Select Card Swipe Device in order to choose the swiper compatible for your processor Com Port is how the device is connected to the salon computer If the location uses an USB reader leave the setting at None Card Reader Timeout determine the amount of time the Swipe Credit Card screen is available on Check Out before the screen prompts for the transaction to be entered in manually Ar vice rd ov SIC POOO ard Swine Devic Cal d Swipe D De If you are unsure of which device or com port setting to use please contact Rogers technical support to assist with configuration Call 888 458 1001 then press 1 or e mail support rogerspos com Figure 21 List of Available Card Swipe Devices Salon version 5 Software Guide PC Charge Integration Setup Tab Payment Methods Credit Card Processor Setup PC Charge b uu m M J ar b um Vg EV o nmm m
141. eneral Setup Tab Software Settings System General General software settings is used to configure Store Type Language etc Figure 43 General Software Settings SuperSalon version 5 Software Guide Store Type Select the following store type that applies to your location 6E Empire 5S SuperCuts 4C Cost Cutters 3F Fantastic Sams 2B Barbershop 1F Full Service Other Language Select the Language that is native to your region The available languages are English USA English CAN English GBR Hindi German Spanish Arabic U A E Arabic Qatar Restart SuperSalon for the changes to apply Show Scheduler Tab Locations that only want the scheduler to be available on the Employee set up page Manager Tab Employees Employee Scheduler can accomplish this by disabling Show Scheduler Tab Default Screen By default SuperSalon is configured to display the Wait Serve screen when the Sales Tab is selected If most of your customers are scheduled as appointments you can set the Default Sales Screen to be the Appointment screen You will still be able to assist walk in customers by selecting the New Ticket or Quick Sale buttons on the bottom of the Appointment screen The default screen can also be set as Check Out If this option is used when the Sales Tab is selected a Quick Sale is created When Check Out is used as the default screen the Sales Tab is subject to special permissions to assist with mana
142. ent method such as cash When you enter payment types you will notice that you can include or require a memo and for credit assign to a group When Include Memo is checked it allows you to add a memo when accepting payment This is good for check numbers In order for the memo to be effective please make sure Show Memo on Receipt is checked The group field allows you to include the payment method in a group Groups show up totaled together in reports and the closeout screen If your bank statement shows Visa and MasterCard together you may want to group these together for instance as Credit 1 SuperSalon version 5 Software Guide Gift Certificate Payment Method A Gift Certificate is a special payment method Gift Certificates can be enabled or disabled under Software Settings Setup Tab Software Settings Marketing Loyalty amp Gift Enable Gift Certificate System Figure 12 The Gift Certificate payment when enabled EET om ES Ab Girdrdia Oii ERG Gift Certificate Types can be created by selecting the m Pe Modify Gift Certificate Types button on the Payment Neato Gift Certificate 2 a Methods main screen Setup Tab Payment Methods B Modify Gift Certificate Types Save and Select the Back button to return to the Payment methods screen The Gift Certificate Type created will not appear in the list of payment types It will be available at Check Out when a Gift
143. eport to calculate the cost of goods sold in specific date ranges Prompt for Upload After Product Order is Ordered Electronically If enabled the system will prompt the user to upload after a product order is sent electronically Display Store Quantity If enabled the system will add a column on the Product Count List Reports Tab Mini Reports Product Count List showing the current quantity on hand Remember Last Product Search If enabled the system will automatically fill in the last product searched on the Search Product List Manager Tab Products Search Product List Adjust Reasons These will show on the Inventory Manager when adjusting products in or out Manager Tab Products Inventory Manager Adjust In Adjust Out SuperSalon version 5 Software Guide Appointments Setup Tab Software Settings System Appointments oftware Settings Figure 46 Appointment Software Settings Show Appointment Tab Press F5 After Save Settings If you do not wish to use the appointment book screens disable this line The Appointment Tab will be removed Manually Assign Resources When making an appointment you can manually assign resources to your customers or have SuperSalon assign your resources for you To manually assign your resources enable this line to set up resources select the Manager Tab Resources Show Optimum Book Intervals If this feature is enabled you will be abl
144. eposit Info Faust National 56425663 rc Figure 39 Deposit Information SuperSalon can print a deposit slip based on the information entered into the closeout screen each day Enter your bank name account number and routing number here to use the deposit slips SuperSalon version 5 Software Guide Royalties Setup Tab Company Info Royalties Figure 40 Royalties If you are a franchisee salon that pays royalties based on sales you must enter the Royalties information if you want SuperSalon to properly calculate how much is owed in the royalty report If the royalty rates increase after a set date you may enter the date and the increased royalty rates This screen also allows you to set up advertising fund contributions Salon version 5 Software Guide Store Setup Setup Tab Company Info Store Setup M d 4 m sales Aws Mie T Sea ES Manager Sawp Wese OG OWN uam gerer Sem p AT Danse eem adl RE Drawer fic al Finger Internet Setup Label Printer s dec Owner t Payment att Rogers Aaron Gipson Payroll Location Name Bonuse 1 8675309 Fartsissiond eLearning Demo LR a sz I E 1117 NE 2nd Ave Fort Lauderdale Positions Receipt Printer UNITED STATES School Settinas State Province Software Settings _ Utilities Shop License Number Office Phone Number m
145. er codes can change Salon version 5 Software Guide Adding Editing Deleting Products To add a product press the New Product button Be sure all brands and categories are entered into SuperSalon before adding products Fill out the screen as shown below and press Save or Save and Receive Product r El e E Mitch Paulsen v Snamps I g Discount to use when redeeming produci Please Select a Discount v i E E lt 21 5 w E I 7 L SIS Tax Behavior cannerCode UPC Transitional Scanner Code UPC 009531115740 a Applicable Discounts Enoe namert poly product codes to allow use of the Quick Product feaure n the check out sceec To edt In Stock level please use receive tanste adjur soven Figure 115 Edit Product Screen To Edit or Delete a product you must first pull it up using the search tool Once it is displayed simply select the row to bring up the Edit Product screen as shown To delete select the Delete Product button When a product is deleted it is not available for future transactions but it will be included in historical data To edit make any changes you wish and select the Save or Save and Receive button Most screen fields are self explanatory but a brief description of each one follows Su pe rS alon version 5 Software Guide Product Code Enter any unique numeric code for this product Usually this will be a 4 digit nu
146. er key Repeat for the next product PWN Pr If you make a mistake search for the product on the main products screen or use the Edit Multiple function to find the product and make the correction Remember to use the arrow keys on your keyboard tab and your enter key for speed Sometimes when you import products into your system you may get duplicate SKUs The Duplicate SKU Tool will check to see if you have multiple products sharing the same SKU and allow you to make adjustments to the inventory to fix this Select the Import Counts button on the Product screen to bring up the Import Inventory Count screen From here you can import inventory counts by browsing Inventory Count files on your computer The file format used is CSV Once you have selected the file you can verify the products and inventory counts of the file imported by selecting the Check File button This will display a report called Exception Product List The Exception Product List supplies the user with the SKU code the description the inventory count the On hand quantity and a reason for the displayed discrepancy The available reasons are Products not found in database Count not matched with On hand quantity Popup Browse Screen SuperSalon Version o Software Guide To do an import and create the actual inventory adjustments select the Import Counts button at the bottom of the Exception Product List The inventory counts will be
147. ere the employee payroll information is setup You can also select any days they may receive an hourly bonus time This is commonly used when owners wish to pay a premium for Sundays etc Pay Period Select the pay period that applies for each employee Pay periods are defined by going to the Setup Tab Payroll Bonuses Pay periods Figure 94 Employee Payroll Setup Screen SuperSalon Version 5 Software Guide Commission Plan Once a commission plan is configured it will need to be assigned to each commissioned employee Whether you have one plan for everyone or a different plan for managers stylists product managers and receptionists you will need to assign each employee the appropriate plan to enable SuperSalon to calculate the proper commissions and bonuses for each employee Each employee can be set to none one or multiple plans See Figure 37 for a view of the employee commission setup screen Notes Use the notes section to enter any information relevant to the employee that is not entered in other sections Allowed Service Categories amp Allowed Services No services will be listed in the appointment screen for your employee if you do not set up the Allowed Service Categories and Allowed Services Figure 95 Allowed Service Categories Setup Screen SuperSalon version 5 Software Guide Select the Allowed Service Category button A screen will be displayed with all the Available Service Categories listed in the l
148. erforming For example a manager working at a location where hair care is provided will want to clock in as a stylist when cutting a customer s hair When not cutting hair or not available to perform any other form of service they will want to clock in as something else perhaps office or banking Salon version 5 Software Guide Payroll Bonuses Setup Tab Payroll Bonuses General BHbS srt i Vine Chek i 8 chedu leu Reportsa EM EGE germ Hat E l Drawer Company nio Finger sMcanner Internet Pay period set Default is Weekly Setup Every week starting sunday Label a If changing payrol mode please refresh screen F5 after saving Payrol options Printer may change based on selected mode Payroll Mode Generic Payroll System Payment Y Request Charge _ Methods _ Request Bonus a Include request charge in Permissions beue ORIS No pala Minimum Wage Display ge Positions Employee payroll method Use higher of Commission an Receipt Printer School Settinas Software _ Settinas Utilities Figure 32 Payroll Bonuses setup in the General section The General section of the Payroll Bonuses screen shows a summary of the current pay period settings and allows you to select some basic settings Payroll Mode Unless your franchise requires you to use a specific mode leave this at Generic Payroll System Request Charge If you charge
149. ers Quick Enter UPC Manager Tab Products Quick Enter UPC Figure 118 Quick Enter UPC Use the Quick Enter UPC button to quickly enter a products UPC code Filter by brand then use the Skip product button to find the item you wish to add the UPC code to and then use your bar code reader to add the UPC Be sure to save Product Orders Manager Tab Products Product Orders The SuperSalon product ordering system is designed to make the difficult task of preparing product orders much simpler On the Products screen select the Product Orders button Once in the Product Orders section select the Create Product Order button on the right If you order your products from Regis choose Regis from the Type drop down otherwise leave this as Manual Select whether this will be an order for product Inventory Back Bar or Supplies The system automatically assigns a name for the purchase order but you can enter a different name if you choose Adding Products e Select the Add Product button This step can be done multiple times to add multiple types of products e Select a vendor brand or category for the products that are to be added You may also search by the product code Select the Display Product List button to display all matching product Selecting the Auto Select button will select all products that are below the Alert Level Selecting a product row will select or deselect the item to be added to the Product
150. ess Auto close out time This defines the time of day at which the auto close out process will run example 11 00 PM Auto close out will not run if this setting is not entered in the proper format HH MM AM PM Auto void open tickets with reason This setting defines the reason for voiding any tickets that are left open when auto close out runs Leave this blank to not void open tickets Auto complete rung out tickets Setting this option to Yes will automatically complete any ticket that has been rung out but not yet completed i e the Complete Sale button has not yet been pressed This is compatible with automatically voiding open tickets rung out tickets will be completed before open tickets are voided Run with unopened till If set to Yes the auto close out process will run regardless of whether or not the till has been opened for the day Set this value to No to prevent auto close out from running on days that your salon is not open unless you do not require opening till counts Run with existing close out If set to Yes the auto close out process will run even if the salon has already been closed out Since the auto close out process does not update your over short counts setting this to Yes may make your over short appear inaccurate SuperSalon Version 5 Software Guide Inventory Setup Tab Software Settings gt System Inventory SuperSalon can be customized to handle a variety of inventory needs
151. etittui leen vtin itus cti imr SE DR aUud 84 New Customer Entry MOG O causatus ppm ep utvdle n rtnitn ned Ud ma d FE i 84 Enter Customer Description When Creating Ticket unserer beetttitts 84 Show Membership ID on Customer DeBFCDL aenean tipi tranh re eene 84 Customer Gender eedem bres trdutt UD eR IEEE NE EM 84 Miri du T 84 C stomer oii o E 84 logie NeW RECUTINE oiiecos ha necu psp bien dni uui iei ieir eiia 84 Req ire Quick Sale Demographics omoi om ted eire ve udi Ure 85 Cuento co enar EL Mu Ae d d E EE 85 Default Gender for New CUustOolXleti ucro tpe rte e POE E tEPL PES ave e aee Te Pee spare ede 85 ici epi QM M dss 85 Centralized Customer Dabo sscisdtene conn ortum ful teo n VOR as It 86 Show World Search DUUDL apii intit iube epu rhon tem GR RENE intel bueius 86 Us Regis World DOOECIL cunctae tes e merid ive fedt ptetu Ren Ei tu E 86 Enable Auto Update During Customer Delectlbn uisse rettet pire toos argenteis 87 Search by Name and Postcode iios on p Ci ost n breit aie buic EU 87 Search by Primary Phone INGImbDOI isis bt HERR ost DEP RI RD ER ERE 87 Search by Loyalty NUMDET csiesiiennitii ptem Hoi ibt eS TINI ehEE 87 Search by Q ickpass ID E NM Mm 87 WebC 88 WebCheck iin Series T ite 88 Birthday M 89 Enable Todays Birthday FOOD o nue ieotn SEIS dotutotdaa et io upe
152. femp bs Sales Cents vio Ged Scitech eror Dg Samp LIES o BD E FIT Pa nour Acct EA ode xdi j T oe Finger e Internet Setu Payroll Bonuses Feia SewerAddress E user 0 0 0 0 8 Positions Settle Type Receipt Fey Credit Enabled Software Debit Enabled Settings Allow Credit Tips Utilities Allow Debit Tips Allow Debit Voids Processor Alliance Data Systems Inc Merchant Number Figure 22 PC Charge Integration Screen SuperSalon can be configured to work seamlessly with integrated credit card and gift card processing software If you are using an external credit card processing terminal there is no setup required in this area If you would like to use integrated credit card software such as PC Charge please contact Rogers technical support to help you configure SuperSalon to support the integration Call 888 458 1001 then press 1 or e mail support rogerspos com Salon version 5 Software Guide IP Charge Integration Setup Tab Payment Methods Credit Card Processor Setup IP Charge a Sales N ATS Vine Ghee Scheduled RES Manages Messages CH reg f Paid in Out Acct Gift Card Processor i Finger Credit Card Processor Internet PC Charge rome Monetra Heartland Setup J ex S xau cA Label Only one credi card processor can be enabled at a tme If you save a new card processor to be enabl
153. ffice Messages sent to individuals or position groups will show on the Time Clock screen perSalon version 5 Software Guide al hedule iRe 3 WEDE me ales 7 fApptmntsa Tine Cesta ipcheduied pu T WEES I as Gock out 8 Time Edited Time Postion LIN 9 39am Stylist Message waiting to be read Sa UU WE T M nw Pee ee Hu Tenana eer rure m mr anm Wed 03 12 Fri 03 14 n a ees ee ee Figure 210 Message Waiting on Time Clock Screen To reply to a message just select the message and choose the Reply or Reply To All button Enter your message and select Ok If sending a message from the Message Tab select the New Message button enter a subject select the recipient and then select the OK button Your message will be sent with the next upload Salon version 5 Software Guide TheReports Tab Reports Tab Main Menu amp be exputo uuo clock Sahar Raperts DEBES SD Messages WD Reports Menu Please select a report from the menu on the left Audt Customers Discounts Gifts Mei Reports ir Select a Category to oe expand its associated Retai Sub Categories Sales School Services Taxes Technician Daly Sales iani Du Hide Sidebar Pret Report Figure 211 Reports Main Menu When you select a category button a sub menu for that category will open All reports can b
154. for An example of this would be looking at last year s holiday data when planning for the current year The Forecaster considers all past sales that occurred when the customer walked in not when they were serviced This allows the estimates to be based off of when the customer actually wanted to receive their service not when it was actually received For the purposes of this report walk outs are considered tickets that were placed in waiting and then subsequently voided Look N Walks are customers who entered the salon but left before a ticket could be created The walk value is the assumed loss the location is taking with each lost customer If you are unsure as to if you have accurately been keeping track of Look n Walks Buttons Found in SuperSalon on page 13 it is possible to multiply the walk out value by 2 This will double the number of tickets that are considered lost for purposes of running the report SuperSalon Version 5 Software Guide The last variable is the Assume production rate Enter what you assume to be a reasonable rate of production for your employees The closer this number is to what your employees actually perform at the better the results will be on the report If you are unsure as to what number to use the Net Services a Hour section of Store Totals on the Production Report ran for the same date range as the schedule forecaster provides an accurate view of what employee performance is at on average
155. for the commission for each level If you leave the commission blank the row will be skipped All of the bonus information will show up in the commission and bonus section of the payroll report aus MI j Figure 37 Employee Setup Area Commission Plan Selector Once all of your plans are defined you will need to go to the Edit Employee screen Manager Tab Employees Select an employee Commission Plans and select the commission plan which applies for each employee Multiple plans can be assigned to each employee Salon version 5 Software Guide Company Information SetupTab Company Info Setti Company Setup Password Payroll Bonuses Contac Name aaron Gipson Permissions LIABSLT Address 1117 NE 2nd Ave Phone 555 867 5309 Positions Receipt eer E Mail jaaron gipson rogerspos com choo Seninos Website Software Settinas Utilities Figure 38 Company Information Screen The Company Info screens allow you to add all of your Company Info Franchise Info Deposit Info and Royalties information If you are a school and have school settings enabled Setup tab Software Settings System School Settings Enable School Functions School will appear instead of Corporate Store Most of this information is for reference purposes and is not required SuperSalon Version 5 Software Guide Deposit Info Setup Tab Company Info D
156. ft Software Settings Enable Gift Certificate System If enabled a Gift Certificate feature will be added to the Check Out screen for the sale of gift certificates as well as a gift certificate look up and payment button enabled on the Payment screen Prevent Negative Gift Certificate Balances If enabled this feature to prevent negative gift certificate balances and deter possible theft If disabled users will be allowed to redeem gift certificates with negative balances If you are new to SuperSalon and still need to redeem gift certificates from an old POS then you may want to disable this Accept SVS Reward Cards If enabled you will be allowed to issue and redeem SVS gift cards Once enabled navigate to Setup CS alan T ri Q l VS remm E OQnfhiysara Oaa S u pe ro a IOI I V CI SIOTI O oOIltWare ouide Tab Payment Methods Gift Card Processor Setup SVS to enter your SVS information When Pay Now Pressed Prompt for SVS Reward Cards If enabled a pop up menu will request the customers SVS reward card when selecting Pay Now This can be cancelled if the customer does not have a SVS card Apply Reward Cards to Specify if whether you want Reward Cards to apply to products services or both SVS Reward Card Discount Code Specify the SVS Reward Card discount code here Points System If enabled the Points System allows you to assign point values to services and products When the customer points system is enabled ne
157. g Enabled for Processor Outage Enable Membership System Do Not Allow Membership Discounts After Payment Is Days Late a Chemical Release Options Use CC device to display release if present For ID Tech Sign amp Pay Device Only ES Save Settings Figure 24 Monetra Integration screen Utilities SuperSalon can be configured to work seamlessly with integrated credit card and gift card processing software If you are using an external credit card processing terminal there is no setup required in this area If you would like to use integrated credit card software such as Monetra please contact Rogers technical support to help you configure SuperSalon to support the integration Call 888 458 1001 then press 1 or e mail support rogerspos com Salon version 5 Software Guide Heartland Integration Setup Tab Payment Methods Credit Card Processor Setup Heartland Nf n 7 m ges aT uj 5 7 EY 4 ii Sis Apptmnts Mime doda scheduled MSN al Dkmgas Soup VASE wp om MEME Only one credit card processor can be enabled at a time If you save a new card processor to be enabled t wil disable al other card processors Card Swipe Device Password None 1 None Owner Com Port Card Reader Timeout In Seconds 60 Server Address https heartland server t User Name F687ahk Password fee Merchant ID 56680 Utilities Credit Card Enabled Allow Cred
158. ging the different actions that can be taken on this screen Setup Tab Permissions Select Group Checkout Alternatively Customer Lookup can be set at the default screen When used anytime the Sales Tab is selected the prompt to search for a customer will be displayed In order to perform a Quick Sale or management duties such as opening the till or paid outs select the cancel button This will take you back to the Wait Serve screen and from there all the options on that screen normally will be made available Skip Ticket Options If this option is enabled the Ticket Options screen will pre select the Check Out button when a ticket is created Assume All Paid Ins are Cash This option assumes that all Paid Ins created are going to be cash Do not select this option if you accept other forms of currency for Paid Ins as you will not have the option to make use of them SuperSalon Version 5 Software Guide Open amp Close Setup Tab Software Settings System Open amp Close Software Settings Figure 44 Open amp Close Software settings There are several options you can set to modify how the Closeout works For instance you can require an opening till count set an expected opening till amount or automatically close out at a specific time of day Require Opening Till Count Choose Yes if you would like to require Opening Till to be counted each day Carry over Opening till from Closing Choose Yes if y
159. gs Utilities Figure 72 Local Settings Screen To identify your computer enter a user friendly name in the System Name field The name is used to identify computers using a multi system setup Throughout SuperSalon you will see a lock icon in the upper right hand corner By entering a time in the Authentication Timeout field users will be required to log back in to the system if they are inactive for the interval of time entered The user may select the icon to show who is currently authenticated in the system and to log out the current user By using this feature the employee will be associated with various functions they perform For example when you select an existing appointment a screen comes up showing who booked the appointment in addition to what technician performed the service SuperSalon version 5 Software Guide Internet Setup Setup Tab Internet Setup Tech Support Please do not use the Tech Support Dial Up unless directed to by technical support staff Figure 73 Internet Setup buttons and Tech Support Screen The Internet Setup screen is used to enter your dial up networking information and other information required to enable your system to upload data to the I Office The Tech Support Dialup is a special tool that allows Tech Support or the salon owner to work on the computer from a remote location via the Internet While the computer is being accessed it will not interfere with the salon
160. he Type Select the vendor and brand Select the Create PO button Salon version 5 Software Guide Transfer Orders Manager Tab Products Transfer Orders LEER Rapp ume Gees Sie lero Manager PREIS a Messages be Brands Card Departments Discounts PP pe Employees Showing 1 1 of 1 Transfer Orders s Found a Approved 10 14 2013 10 14 2013 In Voucher _ Showing 1 1 of 1 Transfer Orders s Found Membership Opening Packages Quick Keys Resources School Search Sales Series Services Update Vendors Figure 119 Transfer Orders Screen The Transfer Order button allows you to keep a record of transfers to from other locations e Select the Add Order button to start n the Add Products to Order box use the Product Search field or filters by selecting a brand vendor or category e Select the green arrow next to the product you wish to transfer The system will add the product to the Transfer Order box Do this for any items you wish to add e Select the Edit Detail button Enter the Salon ID and select the Transfer Type Adjust the cost and quantity as needed When done select the Stop Editing Detail button Now you can approve the order and print a copy The system will make the adjustments to the inventory Q ifara Ar E CAR asa ee f irte Salon Version 5 Software Guide Inventory Manager Manager Tab Products Inventory Manager 3 Selec
161. he current inventory count as per the instructions in the next section d To adjust inventory levels on existing products go directly to the Inventory Manager screen Enter a product code or scan the product The product will be listed automatically Select the Receive Adjust In Out or Transfer In Out button Select a description if needed then enter a quantity and cost if needed Adjustment descriptions can be edited by navigating to Setup Tab Software Settings System Inventory Adjust Reasons Then hit the Enter key on your keyboard the ability to use your Enter key is enabled by navigating to Setup Tab Software Settings System Inventory Inventory Manager Enable Enter to Update Product Verity the quantity is correct Use a barcode scanner to enter barcodes directly when adding updating receiving adjusting searching or etc Enter Code uP Figure 6 Inventory Manager Close Out Procedures 1 End of Day and Mid Day closeout procedures a Select the Manager Tab and select Close Out from the buttons on the left The Close Out screen will be displayed b The left side of the Close Out screen contains a series of helpers to assist with counting payment methods Select the button labeled Cash to open the cash helper c Count the bills and change from the till and enter the number of each denomination into the appropriate helper field The helper will automatically calculate the total If you h
162. he customer is found in the World database the record is copied down to the local database Figure 107 World Search Results Screen SuperSalon version 5 Software Guide If no results are found select the New Customer button The customer information screen pops Postal Code Ci State up Fill in the information for the 9709 Fairbanks AK new customer and save Club Sex After saving the customer is added to both the World Customer database and the local database Figure 109 Customer Information Screen Page 2 Super Salon version 5 Software Guide Add Customer Manager Tab Customers Add Customer If you have performed a search giving no results then you can add the customer by selecting the Add Customer button Enter their information and Save See Figure 108 and Figure 109 for the panels available when adding new customers Customer Panel Manager Tab Customers Add Customer The Customer Panel is only available after a new customer has been created Once the customer has been added into the system the customer panel will appear at the top of the standard information screen i X 7 mam Customer PA P Alerts Notes History Appointments Points Chidren Biling amp tem x es ll J Figure 110 Customer Panel buttons Personal When entering personal information you can collect as little or as much as you li
163. her words 10076 of the discount was removed from the commission If this is set to Yes you can also select a lower amount to affect the commission This is useful when services are deeply discounted maybe to the point they are free to attract new customers If you determine that you still want your employees to get a reasonable commission you might set it to Yes 5076 As another example if 20 00 haircuts are discounted to 10 00 because of a 10 00 discount only half of the discount will be removed from their commission Their commission will be based on 10 00 as only 10 00 will be subtracted If you set this to No their commission will always be based on the full value of the service or product without regard for discount This might be used in a new shop where services are discounted 10076 for a period of time but stylist still need to earn commissions based on the value of the work they performed Discount Valid From Through Enter the date you wish for the discount to initially be made available for selection as well as the date you wish the discount to expire This will allow you to enter an entire group of promotional discounts in advance For example if you receive a promotion calendar for an entire year you can enter them all at once Discounts appear when their start date occurs and disappear when the end date passes If you leave these dates blank the discount will immediately be accessible and it will not expire Free Ser
164. ible Credit box if desired The credit field supports up to two decimal places of precision for example 98 75 Select your state from the drop down list and select the Save Credit button The state you choose here must match the state chosen under Store Setup section on the Company Info screen If you have multiple schools in different states only credits that are applied to each state are shown Setup tab Company info Store Setup Click Ok to save Credit categories and service credits can be edited by selecting the Notepad associated with the credit category or service credit They can be deleted by selecting the red circle Credits can be assigned for services in multiple categories For example a perm service could provide credits for Hair Color and Style categories Salon version 5 Software Guide LocalSettings Setup Tab Local Settings p zv zv zv s Y 7 EY zv EA ai CES utburs Ges dicit RG iManager Sap Messages Cash Drawer Company System Identity auto generated 340ac11f680100b59ffd1bb8187f240d System Name a user friendly name Learning Demo Scanner Authentication Timeout seconds 0 to pasay p Internet Setup Label Printer Tome E wer Specify the amount Payment of time before the Menace user is logged out Bonuses Permissions Pole Display _ Positions Receipt Printer School Settings _ Software Settin
165. ices by either code or description Calan ae eee dle MUS A Supe roalon version 5 Software Guide Require Pre Selected Services Enable this option to require employees pre select services during new ticket creation Pass Pre Selected Services to Check Out Enable this option to allow services that have been pre selected to move to the check out screen If this option is disabled services will need to be selected again once the ticket moves to check out Show Service Price When Pre Selecting Services Enable this option to display the service price when pre selecting services during new ticket creation Void Reasons Enter the void reasons for your location here There are 10 available slots SuperSalon version 5 Software Guide Reports Setup Tab Software Settings gt Sales Reports Software Settings Figure 54 Report Software Settings Show Today Sales Stats If enabled Users will be allowed to view Sales Stats by selecting the More button on the Sales tab Stats include the number of tickets in waiting in servicing completed voided and the totals of all tickets included in these stats Haircut Min Flag Time Specify a minimum flag time for haircuts for anti theft If an employee performs a service without entering it in the computer but enters it at the last minute because the customer wants a receipt or because another employee arrives this will be flagged Supe rS alon version 5 Software Guide Hair
166. ied to each of the items you select depending on what percentage each item is of the total If you select Subtotal a new field called Restricted Amount will appear Here you can enter a minimum amount you would like the total ticket to amount to before the discount will be allowed Discount Type Select if this discount is based on a dollar amount or a percentage Optionally the discount can be used to reduce the item or items to a preset retail value eg a two for 20 special To accomplish this see the description below Discounts to Retail Price When you apply a discount with the Discounts to Retail Price option selected the resulting retail price will be whatever amount you enter in the field Choose this option by selecting the radio button to the left This will enable the option requiring you to enter an amount in the field to the right The discount automatically adjusts depending on the regular price of the product or service to result in the retail you enter The program subtracts the amount entered from the regular price to calculate the discount If the retail amount entered in the field is higher than the regular price of an item the discount will be negative and actually increase the price of the item This feature is very useful for product specials For instance if you want to put all of your slow moving products on a table and sell them all for 5 00 use this discount for the special They will all be discounted to 5
167. ii eir iE iE Er EE 71 Pass Pre Selected Services to CIBO CODD is baee sseuproeteis curiosi bonas ipit crinis 71 Show service Price When Pre Selecting Services lt iiesicsaminnuniamnnend 71 Vad REASONS aca ccs sass steed HO 71 lcs 72 Show Today Sales OILS ades tucos ttn I E arte bv mp CRDI P ME 72 Haircut Min Flag Tife sesrennaresnivnnnaneendn e a 72 Haircut Max Flag Time em NEN 73 Base Cut Price monne a a E E A E E A ets 73 Include Requests in Service Dales cick dac sestusmte nt timen tod ted aiai 73 Age Definitions Child Teemn Ad lt siirsiiiriisissiirisirssiinieiisiasriiiis 73 Mini Production Report Display Gross Column rrr etttttetns 73 Weekly Report Start Day Serene enna onto renee ere nee ee Aise er eee eee eee er 73 Show Additional Time as Personal Dae 2enscctis iter eri ab eia picis 73 jio 7A Tip Adjustments on Delo Kcasesieriiusiteedisel cti si cnin EDS bn Ee lem p RE HPr Ein 74 Subtract Tips on Cl s GIU ouosno mutet utitud apu te niia i ii 74 Subtract Tips From Change on Checkout vscsiisnccimsncnpemaniniai atone 74 Track Employee Tips M sit 75 Only Show Tip Prompt for Service 23168 teta atti tana etri dem 75 Auto Credit Tip gt ED BB Lett tet otras rete ROMs UU lon 79 Force Minim m TP ATDOUL sser iek 75 Fotce All Change as LUpisessecudituts n edstenti dicat tb HE I Ert HN 75 Enable Tips Paid OUt
168. ilable in SuperSalon there may be some that overlap in functionality Except in circumstances where the report specifically allows you to do otherwise all of the figures such as Net and Gross presented in the reports are calculated the same way SuperSalor Report Terminology A Listing of the Different Terms Used and Their Meanings While SuperSalon has a significant number of reports available most of them contain the same basic information or variation thereof The major differences between the reports is mostly cosmetic or in other words how the information is presented and what filters can be used to narrow down your searches The basic components of most reports is as follows Average Cut Time The Average Cut Time is calculated based off of the ticket service times It only factors in tickets that are sold with a service Categorize as Haircut Average Time Between Cuts The Average Time Between Cuts is calculated based off of the time in between tickets that are sold with a haircut on them Commission The Commission total usually represented as Com on most reports is a figure that is calculated using a mix of the same guidelines to calculate Net and Gross Only services or products that are eligible for commission are included in the total and this is further affected by any discounts that are used during the transaction as well as Non Commissionable Shop Charges In order to ensure that the number calculated for this
169. in a brand category vendor description code or UPC code above to search for a product Quick Keys Departments Discounts Resources 009531115740 003531115740 009531115795 009531115795 r3 Select a field to edit the information Tab or use the arrow keys on your Update ca dna ta a ez keyboard to navigate 009531118796 009531115796 Use your Enter key to upioaa 009531119007 009531119007 d move to the next box Vendors 669316057100 669316057100 738678250013 738673250013 738678251461 739678251461 009531115832 009531115832 Figure 117 Edit Multiple Screen The Edit Multiple screen displays the entire list of products with editable fields This allows the user to make many changes to the product database at one time as opposed to editing a product and saving selecting a new product editing and saving etc The drawback is that it is easier to make a mistake as it lacks the controls and confirmations of the Edit screen All changes are automatically saved In Figure 117 no particular brand is chosen It is possible to filter by a single brand thus allowing the user to quickly go through all of the products of a single brand and edit the retail prices It could also be used to do an inventory count on a single brand and enter all of the adjustments at once A Product Count Sheet can be printed by selecting an item or items selecting the Adjust Count button and the Product Count Sheet butto
170. in the upper right corner If _ L Authentication is enabled and a user has been inactive for more than a configurable per machine interval of time see fig the lock icon closes and the user must authenticate again to log back in to the system Setup Tab Local Settings Authentication Timeout The user may select the icon to show who is currently authenticated in the system and to log out the current user Buttons and Hot Keys SuperSalon is designed to use touch screens but also functions with a mouse shortcut keys and function keys Keyboard shortcuts are indicated by bold color letters on the buttons For instance pressing the N key on your keyboard opens the New Ticket screen Shon x Appormer T Sevice Nas New Ticket H Quack Sale Look amp Wak D Open Ta Mote Figure 8 Navigation buttons with Shortcut Keys in bold red bottom of most screens SuperSalon version 5 Software Guide Buttons Foundin SuperSalon Below are some examples of buttons and icons used to navigate and operate SuperSalon Functionality will vary slightly from screen to screen but the basic function will remain consistent Some screens use a plus sign to open or a circle with a X to close Action buttons typically have icons or arrows Arrows move you forward or backward throughout the program or between different columns They can also move tickets to servicing or Check Out di open and Close 2
171. inished select the Save button To delete a discount select it from the list and select the Delete button SuperSaloi Add New Discount Manager Tab Discounts Select Discount To add a new Discount select the Add New Discount button on the Discount Menu screen First add any unique Code this code is used for searching for the discount Next add a Description Now add a discount value and discount type Leaving a discount value at 0 will make this amount variable This allows you to select a value each time it is used This also works with percentage discounts Discount Code The discount code can be any unique alpha numeric code Rogers Software Development recommends using numeric codes only You may wish to use this to categorize discounts by using the 10s for coupons 20s for in store specials etc It is possible to use the same code as one of the products or service previously entered into the system but not recommended Name This is the short version of the description For instance if the description is Student Discount 5 00 off the name might just be simply Student Discount Apply Discount to Sale Commission This option allows you to determine how this discount will affect the commission paid on a product or service after this discount is used Usually this will be set to Yes 10076 As an example when an employee sells a 15 00 item with a 1 50 discount they are paid commission on the 13 50 sale In ot
172. int bh Gee HER UI t mE DR re iint bulis 79 Return Visit Reminder Message uupenstetu iiie etui utt ipd Ite IE DI eU EdDoiEEE 79 Birthday Alert Messag res ninenin ase iiy eiei 79 Membership Me einen A 80 Enable Membership Auto Discounting i ascsitusete peti HERR SFR PARI ER DER dE 80 Loyalty amp IEE Pa 81 Enable Ci SETAE Syster iraan pit duni died Nes cte 8l Prevent Negative Gift Certificate Balances ossa puertos tod orci 8l Accept SVS Reward C TOS anonimato at vet uU meme et add 81 When Pay Now Pressed Prompt for SVS Reward Cards 82 Apply Reward Cards toO RP 82 SVS Reward Card Discount C OG soos iE pie bete nnn 82 Points SyStEM M ee ecetia etc cata kren EErEE EREEREER 82 Allow Manual Changes to Customer Points s cssecceseassesnerrssvtnsacsensrecasocamesveoneraste 82 Add Pointe When INCOCSIICG retunscnsccisminsicstacatin ie enctin temas 82 Add Loyalty Card on Add Customer Screen sjissicscdcttnnuneunenianinnane 82 Loyalty Cards Able to Track Commissions code ross tte I betreiben 82 Customer Lookup amp Tracking oaseo digan inside uude eb PURI EP MI IMpEI 83 Use Customer Database EN 83 Allow Customer Lookup Skip button scecsaivcisacsciaresenissinasionneestatertiaettnceiassetatanineesh 83 Regitine Last NAG dde rep orree E RESER bi E EESE EEES SERERE EEE REEERE EREEREER 84 Auto Select Repeat for Customers ieiunia tu SEEN Ur IPSE UN IIa peii 84 Auto Select New TOP COUBDOITIGES o e dtapsst
173. ion plans assigned to the employee the commission plans in question calculate their data based off of the service sales amount listed in this section Bonuses also from any relevant commission plans and then a total of Com and Bonus The last segment is the actual amount due to employees The pay rate listed is the same one as in their individual employee setup The base pay itself is calculated by multiplying their pay rate by their non production and production hours If there are different pay rates for the two hours then they are calculated separately and then added together Overtime pay is added to another column along with additional hours vacation hours and holiday pay The next segment is their commission total which is a combination of both service and product commission generated from plans assigned to the employee Next to last is the Gross pay which is Base pay Add Vac Hol Pay Com if combine Commission and Base is turned on OT must be added in separately Labor Cost is generated by dividing the salon net sales by their gross pay Salon version 5 Software Guide Audit Statistics Reports Tab Audit Statistics Audit Statistics Saturday March 01 2014 Tuesday March 11 2014 Unknown Ticket 0 00 Quick Sale 30 86 Voided Tickets Daily ID Date Employee Reason for Void 5 3 01 2014 8 51 am Keefer Sheena Trainins Figure 235 Audit Statistics Report The Audit Statistics Report is designed to pro
174. ionist Sales Services Update Upload Vendors Figure 92 Employee Setup Screen The employee setup screen is used to add employees update existing employee information as well as remove employees no longer employed at the location To change settings for an existing employee select their name to get to the employee data Salon version 5 Software Guide Add New Employee Manager Tab Employee Add New Employee uem MARE AT MEER wer P rea Res JUR VY rcv Iri WES Xa u moded Sait RA Managen xi SED ios d Departments Customers School Products Brands Services Packages Series Discounts Vendors Resources Search Gift Voucher _ Price Card Close Out Update Upload Figure 93 Add New Employee Setup Screen To add an employee select the Add New Employee button Although most of the fields on the Employee Information screen are for reference purposes some are required for SuperSalon to operate properly Enter the employees name and employee number SuperSalon requires a first and last name However you may wish to enter a first name and a last initial if you are concerned for employee privacy or security Tip Only ae ees that have the Performs Services box checked will show up in the stylist selection box when servicing customers SuperSalon version 5 Software Guide General The Gener
175. is calculated by dividing the Haircut count with the Production hours for a given employee Non Production Production Hours Production and Non Production hours are calculated based off of the position used when an employee clocks in If an employee clocks in under a position that is not flagged for production then calculations that require production hours to complete their calculations will be incorrect In almost all cases employees who perform services or sell products will want to be clocked in using production hours while employees who focus only on administration or receptionist duties will want to be clocked in under a position not flagged for production SuperSalon displays hours that are not considered Production as Other Hours In situations where employees have both Production Hours and Other Hours these are combined into a third field known as Total Hours Payment Methods On reports that deal with Closeout Information a list of the different payment methods created in Supe rSalon version 5 Softwai the system as well as the amount they have closed out with will be displayed The figures shown on these reports are directly related to the amount the location closed out with for each payment method in their respective Mid Day End Day count fields In order to assist with spotting situations where the location closes with less money or more money in the till than they should an Over Short Column is displayed allowing quick and
176. ish to delete To put the most popular buttons first use the sort arrows Select the up or down arrow next to a service to move it up or down the list We recommend not adding more than eight buttons More than eight buttons will make the screen longer and will occasionally require the user to scroll down Configure Quick Keys Move Move Down Up Code Description Mullet Mullet Maintenence Bie Delete 444000 HAIR CUT Delete 448000 BANG TRIM Delete 450000 BUBBLES amp LOTION i Delete CRFH Corn Row Braiding Full Head Delete s I Refine the service list by entering a search criteria Figure 127 Quick Keys Configuration Screen Salon version 5 Software Guide Packages Manager Tab Packages n PM rr ME on rara ey E am zh EY verc Renee ILU SEO AS uime Clock Saree Gua Managed SD Lares UH Brands Card Terminal _ f Customers Departments Discounts Employees Gift _ Voucher Membership Opening Select the notepad to add services amp products or edit Select the red Resources circle to delete School Search Sales Services Update Upload Vendors Figure 128 Service and Product Packages Packages allow you to offer multiple items services and products as one bundled offering Using packages allows you to properly record the sale of all the component items and properly allocate sales dol
177. it Tips Use Reversals Instead Of Voids This Is A Processor Specific Configuration E Figure 25 Heartland Integration SuperSalon can be configured to work seamlessly with integrated credit card and gift card processing software If you are using an external credit card processing terminal there is no setup required in this area If you would like to use integrated credit card software such as Heartland please contact Rogers technical support to help you configure SuperSalon to support the integration Call 888 458 1001 then press 1 or e mail support rogerspos com SuperSalon version 5 Software Guide Gift Card Processor Setup Setup Tab Payment Methods Gift Card Processor Setup Figure 26 Gift Card Integration Processor Selection Screen After you have created the gift card payment method it shows in the list but is not available for use To enter your gift card settings select the relevant processor for your location in order to proceed with configuration There are a total of four options available PC Charge SVS Monetra and Heartland If you are unsure of which processor to use please consult your Gift Card Merchant provider or contact Rogers technical support to help you configure SuperSalon to support the integration Call 888 458 1001 then press 1 or e mail support rogerspos com Salon version 5 Software Guide Valutec Gift Card Settings Setup Tab Payment Methods Gift Card Processor Setup gt
178. ke For data integrity and ease of searching it is recommended that you use a first name last name combination If last names are not required then it is a good idea to enter a phone number In either case phone numbers are excellent customer identifiers and when used as a search tool provide excellent results Alerts You can enter Notes that will show at various times throughout the program Enter your note in the Alert Note field and then select the red X to include the note in the various areas of SuperSalon Select a green arrow to remove the note from an area Examples of Alerts are an allergy warning when going into service a bad check warning when going to the payment screen and a note that states the customer prefers a female technician when making an appointment for the customer Hair Perm Body Nails Skin Color Notes can be added to the Hair section to keep a record of information such as specific hair texture porosity condition amount of gray and current treatments applied Additional specific information can be added in the Perm Color Body Nails and Skin sections When text is submitted the system will display a descending history below the text area stamped with the name of the employee who entered the information and the date the information was entered These notes remain on a customer s profile permanently Notes from these sections can be printed to the receipt printer by selecting the print button Calan ha
179. ke to receive in Then select the Receive Order button Make all final changes to order cost for selected products Enter product received counts To quickly switch to the next Received Count field press the tab key on your keyboard e Optional If a partial order is received select the Create Backorder button to create a new order that contains only the products that have not been received The Backorder will show in the Purchase Order list After entering the received product counts select the Mark PO as Received button All changes to the products will be applied to the product database and inventory counts will be adjusted General Misc Information Save Order Select this button to save any changes that are made to the product order AII changes are also saved when changing between buttons Delete Order If you choose to delete an order you will no longer be able to make any changes or receive the order S Q n iarainn ROCA iiaa uperoalon Version 5 Software Guide Create Product Order Wizard You can also use the Create Product Order Wizard to create an order This will generate an order based on the Min Max levels vs quantity on hand You must have the Min Max fields set and accurate quantity on hand for the wizard to order You will be able to delete items or add new items after the wizard finishes Select the Create Product Order Wizard button Enter a name for your Purchase Order and choose t
180. keiseesi mq pte riori meli UO PRU EIE IDEA PENU ERE 59 Only Show Employee Position In Time Clock uet peto seres etis iu tubes 59 Sched le Based Time Clock secos netu sar ikue ienn i 60 Default Schedule SCR aee oie bte Moe steep ree prem on en ce Eee etui 60 Amount of Time Allowed to Schedule Outside Store Hours 60 Wait TIME NR m NK 61 Wait Time Calculation een ite o tun ee tae a tie cee tee enero cm 61 Wait Time Disabled ene dta ER ERE EID tti nd aU IUe mE NUES 61 Default Service Default Dies o o eet te tio Oo tt ipe ad oce tert aves it mE 62 Assumed Walk In Rate oie assecuti sed riporta as tu adn extensa cpt pattes 62 Wait Time Tuner 70 cicius bcn TEE Prix NEUE PENES tee rU ieee 62 Wait Time Refresh Rate 96 esee seen etes tntn tette tnter te tain nsns ncs 62 Factor in Employees Sc MeO MICS Quistmitnedieetisei pieni Su Fitus EUR FADE U Hd PI M HUS PI 62 Factor VEL PNP OULU MS cies uoce teet e e bmi uuu uu dicte dote 62 ESDecE Tn S aee n enun MM HE MUN 63 veis sho irj pu MN 64 Grea gp cme eer none ene a PORE ae MEUM EIE Ett tl ose 65 First NaMe s eser poc erdt eer EESE EATEN EO EEEE E EEEE 65 Last Name ostentum eta tuU ME MC MM UU 65 TVA EMNET aa epitomae bu pet i a io o RUE RUD Male TRUM 65 Home Doi turt ets iae ERIT M MX aiat Epid EDU EP amet 66 Work PHONG S ud addi tust aeu ME M MO 66 Cell PHONE o Renee a e e E a rere 66 COUNTY M 66 74r E
181. ket Quick Sate EA Jl Jl Figure 172 Creating Multi Ticket Sales You can Check Out a family or group together Select the Check Add Ticke Out button right arrow on the first ticket then at the Check Out screen select the Add Ticket button under the Actions Menu and then select a ticket to add from the popup screen All tickets in Waiting or Servicing are displayed in the popup If you make a mistake and add the wrong ticket highlight the ticket and select the Remove button When the tickets are ready to be paid select the Pay Now button and complete the sale The Payment Receipt will list the tickets paid at the top of the receipt and any tickets not finished yet will PIU GUIDE ONTICKOBIO be marked Paid Multi Ticket VICIS a Multi Ticket SuperSalon version 5 Software Guide Customer Refunds Check Out Screen Actions Menu Refund A negative value will appear on the ticket Select the Refund Button and then the product or service from the next m e n u A Subtotal 19 95 Total 19 95 A asl Sees negem Acpontmants 5 Service Next Q Quick Sale O Open Te Figure 174 Creating Customer Refunds Refunds for products and services can be made in conjunction with a regular sale or independently For refund only transactions involving products go to the Check Out screen using the Quick Sale button Select the Refund Redo button Then select th
182. keyboard can also be used to scroll through the payment types and the Enter key on your keyboard used to select More than one payment type may be used For a check payment or a credit card sale with an external credit machine include the tip left by the customer as part of their total payment This is necessary to accurately track tips as well as insure there are no problems with Closeout at the end of the night For integrated credit card processing PC Charge IP Charge Monetra Heartland or Gift Cards enter the payment amount and select the card payment button You will be prompted to swipe the card through the card reader On the next screen you will be prompted for a tip amount For no tip amount enter 0 in the box and then select Process Transaction You will have to confirm the amount Tip If the top payment is set to default on the payment setup screen you can simply hit enter after typing in the amount This helps if a payment type such as cash is very common Select the Ring Out button For a check payment or a credit card sale with an external credit machine include the tip left by the customer as part of their total payment This is necessary to accurately track tips as well as insure there are no problems with Closeout at the end of the night For integrated credit card processing PC Charge IP Charge Monetra Heartland or Gift Cards enter the payment amount and select the card payment button You will be prompted to swip
183. lars and discounts across the component items Packages can be set up for any combination of services and products As an example you may want to run a Mother s Day special The package can include a manicure pedicure facial and a massage Packages allow you to combine all these services with a special price if desired Enter a name and price for the package in the Name and Price fields Then select the Add Package button The Package is added to the Currently Configured Packages list Select the red circle to delete the package To add the services or products you wish to include in the package or to edit the package information select the notepad When you select the notepad the Edit Package screen comes up where you can change the name edit the price and add and delete services or products you wish to include in the package Each item sold in the package is detailed separately in reporting and offer customer service times for the entire package Salon version 5 Software Guide Edit Packages Manager Tab Packages Notepad Icon M Nf gt A 7 va sZ 7 7 ES T Bapptmntsg Mime elisa eSchedulers i RDAS i See i IADEEERTS T AGIS Brands M crai Menu Card A ik Customers Departments Discounts Spring Promotion l x r EETA pring Promotion Gift Voucher _ Valid From Valid Upto Membership Fa SS Ss Opening Packages Products Quick Keys Resources School eum ERU E
184. le that offers one free haircut after ten haircuts or you might just offer a better price if the customer prepays for ten haircuts The main Series Sale screen shows any series sales you have previously set up Select the button for a series sale to edit the name or code of a series sale or to delete the series If you wish to change a price or other feature of a series you must create a new Series Sale To create a new series sale select the Add Series Sale button to bring up the New Series Sale screen Enter the name and a code if you wish Select the service you wish to apply the sale to from the drop down list under Service and enter a quantity If you wish to give a free service after the Qty in Series amount is achieved enter the amount in the Qty Free field If you wish to have the sale expire after a number of days select Yes under Expires and enter the number of days you wish the sale to run for The system suggests a price for the series sale but you can enter any price you wish in the Series Price field When you are finished select the Save button to go back to the main screen SuperSalon version 5 Software Guide Series Sales are listed when the Series Sale button is selected on the Check Out screen When a customer who has purchased a series sale comes back and chooses the service that applies to the series sale a pop up will appear showing the number left and ask you if you would like to apply the purchased series sale to
185. lect the Add Resource button Continue until all of the desired resources are entered The Resource Categories will be listed in the Requires Resource drop down on the Edit Service Menu and the resources and Resource Categories are listed on the Appointment screen when using Resource View When scheduling you can select specific resources such as massage room 2 Resources can be applied manually or SuperSalon can assign them for you Settings for this feature are located at Setup tab Software Settings System Appointments Manually Assign Resources Salon version 5 Software Guide Search Sales ManagerTab Search Sales law vind Cle euius RAS Manager w U bp Search Previous Sales Start 3 07 2014 End 3 07 2014 Customer Name T gt Service Select en i Sse Search Sales Date Range and Customer Name Search Select a line to view and edit ticket information Upload 3 07 2014 PESE kes 11 50 am 3 07 2014 11 49 am 3 07 2014 aL Absa am Siem Total J e 25 Female 6 Totals include tax Indudes total price from all tickets returned from search Waiting Servicing Voided and Completed are included in total when shown Multi ticket totals only incuded once Figure 138 Search Sales Screen Search Sales is an excellent auditing tool Similar to the Today s Sales button accessible on the lower right of the Sales screen the Search Sales button allows transaction
186. les 13 5 11 26 11 25 11 25 3 01 2014 3 53 pm Quick Sala Equalzing Detangler 120z 15 50 15 50 515 50 15 50 15 50 15 50 f f Li 3 01 2014 4 07 pm 12 10 6 05 6 05 g 1390 1390 5133 3 01 2014 4 14 pm 3 01 2014 4 36 pm 3 01 2014 8 07 pm Services Sales 55 00 177 60 177 60 Total Other Figure 236 Technician Daily Sales Report The Technician Daily Sales Report provides a list of the tickets completed at the location along with the employee who completed it By default the report will display every employee but a filter is provided to only display select technicians The report separates the individual line items on each ticket and displays them in their own row It combines any discounts that were attached to the item at the time of sale to the entry that appears on the report At the bottom of the report is a listing of the net sales for all the displayed line items as well as the total amount of tips credited to employees Salon version 5 Software Guide Reconcile Summary Reports Tab Retail Reconcile Summary Figure 237 Reconcile Summary Report The Reconcile Summary Report is another one of our popular reports and an excellent example of report overlap Functionally the Reconcile Report is the same as the Salon Dashboard report as far as the core information presented is concerned The primary difference between the two reports is how the information is displayed and th
187. m Select as many items as necessary Select the Pay Now button To remove an entry on the sales ticket simply select the entry and select the Remove button If you select an entry that has a discount the discount will automatically be removed also If the customer is ready to pay select the Pay Now button to go to the Payment Screen or select the Hold button to send the ticket to the service side of the Wait Serve screen Putting a ticket on hold stops the clock on the servicing but allows you to postpone the Check Out process This can be used when a customer is part of a group that will pay when everyone is done or when a customer simply needs to go find his or her wallet Figure 167 Holding For Sale Tip While checking out a ticket it is important to note that the Service buttons never go away Even when ringing a customer out SuperSalon is designed this way so that an employee never needs to wait on the computer to get to their next customer In the middle of a sale you can select Serve Next to assist another customer When done SuperSalon returns to where it left off in the current sale The entire interruption lasts only seconds SuperSalon version 5 Software Guide Split Commissions Search Sales Click Ticket Edit Commission Select a service to split the commission Changed commissions will show as blue Select the Edit Commission button to split commissions between stylists Figure 168 Split Co
188. m Arial Oh 00m E button The color changes to pink on the ticket to indicate the service ne available is a redo Select the Prepay button if the service is prepaid The ticket will indicate the service was prepaid This unique feature of SuperSalon allows you to prepay tickets without checking them out Figure 162 Redo For example a mom brings her son in for a haircut but there is a 20 minute wait The mom wants to prepay so she can go shopping next door and she tells her son to meet her when he is done with the haircut Most systems simply force you to make a ticket and ring it out This means that you need to ring it out as a house sale and then remember to change the commission to who you know the employee is It also means that wait time and service times are 0 minutes so you lose valuable audit information With SuperSalon you can pick a service and allow the customer to pay but the ticket stays in the Wait queue When the ticket is taken Figure 163 Pre Paid to service the employee is selected and the times are tracked just like Ticket a regular ticket When you are done servicing the ticket will have a Finish button Simply press it to complete e wo METERS Supe roa on Version 5 Software Guide When creating a ticket you have the option of requesting an employee Simply select the preferred employee When you do this the ticket will be color coded yellow Tickets with special statuses
189. male or female to be printed on the sales receipt Print Package Services on Receipt Set to Yes to have package contents printed on receipts Combine Taxes on Receipt If you are required to charge multiple taxes i e product and service state and local etc you may wish to combine all taxes into one line item If you would like to combine taxes into one line select Ye s If this setting is set to No the fields for the Label for Tax Rate 1 and 2 will become editable Enter the tax type in the fields for display on the receipt Auto Print VOIDED Receipt Set to Yes to automatically print a receipt when voiding a transaction Print Signature Lines on VOIDED Receipt Set to Yes to add signature lines on voided receipts Default Footer Setup Tab Receipt Printer Default Footer The Default Footer is the message at the foot of each receipt It can have any kind of message you wish to send your customers for example Thank you for visiting New Customer Footer Setup Tab Receipt Printer New Cust Footer In addition to the default footer SuperSalon also has a special New Customer Footer that will print a special message for new customers This may include a discount offer to induce them to return In order to enable the footer check the box at the bottom labeled Use New Customer Footer This can help with customer retention Super sion 5 Software Additional Footer Setup Tab
190. mber that corresponds to a price tag you might stick on the bottle The receptionist can key this number in during a sale to add the product You may use alpha numeric product codes however we suggest you use numeric product numbers The reason for this is SuperSalon s use of keyboard quick key shortcuts While trying to key in an alpha numeric product code you may inadvertently invoke one of these shortcuts Description The product description should show the name of the product and the size Try to keep the format of the descriptions consistent They do not need to include redundant information like brand category or pricing Brand Vendor and Category To select a brand vendor or category these must first be set up on their respective screens under the Manager tab This information enables the use of the Quick Pick system and helps for searching and ordering For instance you can generate orders by vendor or search for all products of a specific brand Pay Commission Products with Pay Commission set to Yes will be included in the commission calculation on the payroll report assuming that a commission plan is defined Typically this will be set to Yes For special products such as closeout products owners may wish to not pay commission Number of Allowed Discounts This option allows you to limit the number of discounts that may be used on this product in a single transaction This can keep someone from ringing up a sale
191. me between cuts for salons that use both Check In and Check Out only methods and who wish to have meaningful timing data Salon version 5 Software Guide Voiding Tickets Sales Tab Select Ticket Red X I Sais assu fitu Glee f Gud Ropes Gear Samp jis Wu o j Waiting Monday March 10 2014 2 41 pm To void a ticket select the red X Walk In Wat Ust 0 Cal Ahead 0 Waks 0 Figure 185 Voiding a Ticket If for some reason you need to void a ticket select the red X on the ticket and then choose a void reason from the popup menu Void reasons can be added to the void screen by entering them in the void reasons fields at Setup Tab Software Settings Sales Tickets amp Sales Void Reasons Waiting tickets can be set to void automatically after a preset amount of time 180 minutes is the default Setup Tab Software Settings Sales Tickets amp Sales Automatically Figure 186 Void Reasons void waiting tickets after If permissions are enabled you will need to enter a password to void tickets Setup Tab Permissions SuperSalon version 5 Software Guide The Appointment Tab Appointment Screen Main View Appointment Tab Main Screen View Busole Y ans vin Ges scheduled ASKS WERE Sap IS P Ji Select an Employee to view their weekly schedule and appointments The buttons at the bottom can
192. mmissions Screen If you allow split commissions select the Edit Commission button to choose the stylists Select the service you wish to split Choose the employee who shares the commission and select the Ok button Select the All Employees button to show all employees Figure 169 Employee Selection Screen SuperSalon version 5 Software Guide Gift Certificate Sales Check Out Screen Gift Gift Certificates usus 86753098675309 ees me Edward Teach Enter an Account number if Auto Gnerate account is turned off The actual amount of the Gift Certificate goes here as well weer Wink Sale hey Figure 170 Creating a Gift Certificate To use the Gift Certificate system it must first be enabled Setup Tab Software Settings gt Marketing Loyalty amp Gift Enable Gift Certificate System When enabled the Gifts button will appear on the Actions Menu Additionally a gift certificate search is enabled on the payment screen and any time a gift certificate search is used as payment it is tracked to the closeout screen as a Gift Certificate payment method To sell a gift certificate select the Gifts button under the Actions Menu and then select the green arrow on the Gift Certificate line A popup will appear to enter the Certificate Information Enter an account number of your preference usually the serial number is a unique number listed on preprinted paper ce
193. mployees button General Information Select an employee name The customer ticket will move into the Servicing list and a ticket will print out on the receipt printer if service receipts are enabled Setup Figure 164 Ticket in Waiting Tab Receipt Printer Options Print Receipt When Servicing Customers 2 Select the Service Next button The Customer Waiting list will appear With this option Customer Name Wait Time Service Gender Categon Request you can Serve Next from any screen even when the TEES wae O m receptionist is in the middle of BEEN eS a sales transaction They can take their next customer without interrupting the sale using this method Select the customer to put them into service The ticket will move into the Servicing list and a ticket will print on the receipt printer if service receipts are enabled Figure 165 Customer Waiting List SuperSalon version 5 Software Guide Customer Check Out Option 1 N New Ticket gt Select Customer Next Check Out Option 2 Servicing Column Select Ticket Right Arrow on Ticket Sales A utar Cells suse RDIS GED Sap Messages GoD N f Code UPC Descnphioi fe Favorte Editing the current ticket is possible at any stage of the process add services products discounts and other features to the ticket Subtotal ES Total Select the Send to Payment button to continue to the P
194. n Tip Edit Multiple offers fast editing but lacks confirmation BE CAREFUL Supe rSalon version 5 Software Guide Auto Set Min Days Max Days Set the minimum days and maximum days Set the filter to all or part of the product list you would like to apply this to Click Apply Auto Set Min Max Choose a date range and set filter to all or part of the product list you would like to apply this to Click Apply The system will look at the sales over the time frame and calculate an average per day per item formula and then will apply this to the minimum days on hand to set the Min Max Days on Hand settings Receive Order The Receive Order button offers a quick way to receive products Just click the box in the Receive column where you want to start and then enter the amount received Use your Enter key to move to the next product Adjust Count Use the Adjust Count button to quickly enter a New Count on items Just click the box in the New Count column where you want to start Enter the new number and use your Enter key to move to the next product You can also print a Product Adjust Count Sheet by selecting the Product Count Sheet button This will print a sheet with all items listed and a New Count column where you can write down the new counts when doing an inventory Use the filters to list and print specific products you would like to inventory E Ceftware Circ Jarainn A Smefhuart 25h VCI oIOI I 2 oOlLVVarcec oude Sup
195. n Checkout If enabled a void button will appear in the lower right hand corner of the Check Out screen This will allow you to void a ticket from the Check Out screen When disabled you will be required to move the ticket back to servicing to void Use Gender Based Pricing If enabled Manager Services New Edit Service will have two price fields available one for Male and one for Female Tip Be sure to enable Gender during customer check in Enable Price Groups Price Groups is a feature enabling you to set different service prices for employee groups The feature allows three levels of pricing The first level is the default price setup within the service The second level is a group that you can identify new prices for each individual service and then assign employees to be part of this price group The third level is a Stylist specific price where you indicate that a stylist has a unique price for performing this service Allow Duplicate Services in Package If enabled when creating packages you will be able to add duplicate services to the package Services buttons in Customer Lookup If enabled the Customer Look up screen with have the following buttons added to the menu Open Till More and Wait Serve Allow Split Commission in Service Setup If enabled Manager Services Edit Service Menu Number of Employees on Commission will become available You can create a commission percentage to allow the service commis
196. n Visit Reminder Message Enter the message you want to be sent out to customers as a reminder to return to the salon In order for the message to be sent Send message X days after checkout will need to be enabled There is a 140 character limit Birthday Alert Message Enter the message you want to have sent out to customers as a congratulation for their birthday In order for the message to be sent Send message X days before customer s birthday will need to be enabled As an additional option it is possible to configure a send time The format should be as follows HH MM AM or HH MM PM SuperSalon version 5 Software Guide Memberships Setup Tab Software Settings Marketing Memberships oftware Settings Figure 59 Membership Software Settings Enable Membership Auto Discounting If enabled a customer who has purchased a Membership will have the membership discount automatically applied at the Check Out screen SuperSalon version 5 Software Guide Loyalty amp Gift Setup Tab Software Settings gt Marketing Loyalty amp Gift oftware Settings Enable Gift Certificate System ee p Prevent Negative Gift Certificate Balances Enable Gift Voucher ef Accept svs Reward cards e When Pay Now Pressed Prompt for SVS Reward Cards ee Apply Reward Cards To Producta SVS Reward Card Discount Code IN4057 m m GI Figure 60 Loyalty amp Gi
197. n for the sale from the drop down menu and select Pay Now Complete the transaction as normal Miscellaneous Next Available Haircut In 5 42 pm Est 0h 20m In 4 41 pm Est 0h 20m eJj e DEL Y Figure 4 Standard ticket amp Call Ahead ticket Tip SuperSalon ticket types are color coded The color guide is located on the bottom left of the Wait Serve screen The Appointment screen color guide can be accessed by selecting the Help button 1 Ticket buttons a Void Red X Select to cancel a ticket You will then need to select from a list of void reasons Void reasons can be edited in Software Settings Setup Tab Software Settings Sales gt Ticket amp Sales Void Reasons This is used if a customer leaves without being serviced or if a ticket was accidentally made but not needed Waiting tickets can be set to void automatically after a preset amount of time Setup Tab Software Settings Sales Tickets amp Sales Automatically void waiting tickets after b Edit Notepad Tickets in the Wait list can be edited at any time This is used to change customer information request a different employee pre pay the ticket select a different service or print a legal release form c Send Back Green left arrow Tickets that are in the Service List can be sent back to the Wait List This is typically used when the wrong ticket is sent to service or if a child begins crying and wants to wait
198. n tr cre t testi e bait un rd ERE 149 Create Product Order Wizard aasnotecas etait Id iG Ta OMITTI E me b dE 150 Transfer Orders aorta does dogs deuntessice s mine cpu catorce RUM Sd ae t n I iip eid 151 Inventory Managen M 152 Receive Adjust In Adjust Out Transfer In Transfer Out Count 152 Wi tyelyesircsond BM o pt 153 Import COUNTS me ern erent iii tuc tee ert rete fre nse nor be Dod ere teeter 153 BN ui n Ma ae E Oe enn N ES ae Aen ee me eRe EC On oo 155 PF LC AAEE EA AOE EEE AAAA cei DPI MAMTDnU oi e ta DI IUE IDEE 156 Add Edit Service ecececscsssssscsscsscsscsscsscssccsscsscsssssscsscsscsscessssessssscscsassassassacssessesessesseass 157 Edit Service VASE ive dete nr e hehe o cim 158 Service Code Si iion a e Im VR d o Ord EIE Der dis 158 B lees leoi M 158 Cs OE 158 Max Number of Discounts rrt ttt estoy o PIS Ete r SE Pe t b get Pre EAE E Uds 158 DU eae ne Un Uie UEM EM M E 158 Available for Preselebb as niesete ritos tin ritiro op se bo Env tute ge n vH dE MA PINE 158 Estim ted Time to Complete ose aiusnu rte nec er rag Rudeni sti due nent renters teR 159 Employee POlDIS essen esu UR tU ORI NR D UE UM UU EE 159 Custome r Points DUSIOHL enata ae aset idibus cedunt brides 159 Additonal COSS Deseo oT D atn a E EEEE EEE E ET 159 Includes Extra Service osebsetaedusc etaed pee TE E on apu A 159 Non Commissionable Shop Charge
199. ng Out The closeout process includes making drops on the Paid Out screen and entering Mid Day and End Day count totals on the closeout screen SuperSalon compares this to the computed totals and beginning till amounts to calculate over under amounts There are two methods for closing out You can use the Drops screen to enter drops during the day and have them carried over to the closeout screen automatically if this option is selected as described below or you can just directly enter all of the mid and end day counts directly into the Closeout screen To use the Drop screen select the Open Till button on the lower right of the Sales screen You will see a list of options Figure 144 Options Screen Select the Drop button and the Drop screen will appear Enter your cash and check drops Amoun s 12 23pm 35 00 Check Ea j ves Figure 145 Drop Screen The drops appear on the Close Out screen To access the Close Out screen go to the Manager tab and select Close Out or enter a prior date on the Close out screen To view drops from prior days go to the Reports Tab Audit Drops Salon version 5 Software Guide summary s omj nens no Carryover Opening Till 00 0 Cash Drops 00 Cash Deposit Counted Till 100 00 Check Drops 300 Check Deposit Closing Till 100 00 Total Drops 000 Total Deposit Open Till 0 00 Paidouts Paidins 590 Calculated Tips Deposit Sip
200. nnector that plugs into a COM port located on the back of some computers Some are designed to plug into Tip Some DB 9 cash drawers must be plugged in to an external power source to work properly while others do not specific receipt printers SuperSalon recommends connecting the cash drawer through the receipt printer using an Epson TM T 88III compatible receipt printer and a MCD 240 or equivalent cash drawer with an Epson Interface If your cash drawer plugs into a receipt printer then select the Connected through printer option If not select the COM Port the cash drawer will connect to Our systems typically have the receipt printer on COMI the touch screen on COM2 or USB and the Modem on COMA If the receipt printer instructions call for a special code to open the cash drawer enter it in the Open String field If you are using one of our recommended configurations leave this field blank Salon version 5 Software Guide Receipt Printer Setup Tab Receipt Printer Hardware Receipt Printer Settings dt Chemical Release Additional Footer Custom Header Membership Options O Chemical Release ey Questions Save Settings Select Receipt Printer Ithaca 610 Y Connected To COM1 M Use this printer Enabled M Test Receipt Printer Figure 83 Receipt Printer Hardware Setup Screen To set up a receipt printer you first select the port you are connecting the receipt printer to You can select COMI through CO
201. non taxable Usually this option will be set to Yes in order for proper taxes to be added to sales Q elem iu vrbe um Pe C EL lr pK p PR Supe roalon Version 5 Software Guide Additional Tax Additional taxes can be added to specific services Create the additional tax on the tax setup screen Setup Tab Software Settings Sales Taxes Current Taxes Add Tax Select the Additional Tax button and choose the additional tax to apply to the product Additional Tax Behavior Select the Additional Tax Behavior button to choose whether the additional tax should replace the current tax for the product or add to it This is useful for situations where a particular service is taxed at a higher rate than your other services Requires a Resource If the service requires a resource such as a tanning bed etc Select the resource from the drop down menu Resources are setup under the Resources button on the Manager tab Manager Tab Resources Applicable Discounts Here you can limit the discounts that will be allowed to be used for the service Select the discounts you want to allow or disallow By default all discounts are allowed Use the Ctrl key on your keyboard to select multiple items Included in Packages If the service is included in a Package it will be listed here Packages are setup under the Packages button on the Manager Tab Manager Tab Packages SuperSalon version 5 Software Guide Service Category M
202. nter Lookup criteria to search for products or services you wish to add to the package Valid input Services Service or product code Oo o Service or product description Update Product UPC Upload Vendors Figure 129 Edit Package Screen Services and products can be added by entering all or part of the item name description code or UPC in the Item Lookup field and selecting the Search button To add an item from the resulting list simply select the green plus sign If you wish to delete an added item select the red circle next the item in the Package Items list When complete Save and select the Return button Packages are listed when the Package button on the Check Out screen is selected Salon version 5 Software Guide Series Sales Manager Tab Series Sales Brands Card Terminal Customers Departments Discounts Employees Voucher BANG TRIM Membership ty in Series al l Opening Packages l Products j a j g JAHE g a i a i g i Quick Keys Resources School Search Sales Services Upload pg Vendors Figure 130 Series Sale Setup Screen If you want to give your customers the option to prepay for a series of future services this is where you set this up An example of a series sale might be if you would like to reward your regular customers You could set up a series sa
203. ntered if there is no tip enter a zero Select Process Transaction you will be prompted to confirm the transaction total If correct select OK and the transaction will process Select the Ring Out button to assign the tip and complete the sale Secure Manual Card Entry Required Fields Secure Manual Entry Key Pad Expiration Date Enter Card Number On Key Pad Below pe pe einer enber i cacitoner s PIN number into Supersalces Merchants who accept PIN numbers will have an external Lr accedi esed dentia iii If your screen prompts you for a PIN number you have a virus Call 888 458 1001 Press 1 for support diem rem Figure 179 Standard Credit Card Prompt Figure 180 Monetra Credit Card Prompt SuperSalon version 5 Software Guide Gift Certificate Redemption To redeem a gift certificate select the Gift button on the Payment screen Enter the account number and change the amount if desired The Gift account Account 802201109112 balance is shown Select the Use Account button fumant and the payment is shown on the Payment Receipt as Payment Gift A note is placed at the bottom of Type Standard Gift Certificate the Payment screen noting the gift certificate was successfully used along with the new balance 2 Continue Figure 181 Gift Certificate Information Prompt If a customer attempts to pay with a gift certificate and SuperSalon cannot find the acco
204. nternet then SuperSalon technical support will need to be contacted to enable it for your location 888 458 1001 ext 1 or support rogerspos com SuperSalon version 5 Software Guide Birthday Setup Tab Software Settings Marketing Birthday Software Settings Loyalty amp Gift Ecc Customer Lookup amp Tracking Centralized Customer opel Figure 64 Birthday Software Settings Enable Today s Birthday Pop Up If enabled a customer s birthday notice will appear with the selected Alert Note entered below Show During Appointment Booking If enabled the birthday pop up alert note will appear during Appointment Booking Show in Servicing From Appointment If enabled the birthday pop up alert note will appear when servicing an appointment Show During New Ticket Creation If enabled the birthday pop up alert note will appear when creating a New Ticket Su perSalon version 5 Software Guide Show in Servicing From Waiting Tickets If enabled the birthday pop up alert note will appear when a ticket is moved to waiting Show in Service Ticket Receipt If enabled the birthday pop up alert note will appear on the servicing receipt when the ticket is moved from Waiting to Servicing SuperSalon version 5 Software Guide School Settings Setup Tab School Settings If you have School functions enabled Setup Tab Software Settings System School Settings a new button called School Settings is
205. number of stylists customers estimated wait times etc Each button has a corresponding hotkey J I Q Quick Sale L Look amp Wak Open Ta Figure 147 Default Screen Waiting Servicing If the Wait Serve screen is selected as your default screen in setup then it will be the startup screen in SuperSalon You can also set the Appointment screen or the Customer Lookup screen as your start screen Setup Tab Software Settings System General Default Screen Statistics are shown for the wait times and number of stylist checked in customers waiting and Look amp Walks Whenever you notice a potential customer look into the salon and leave select the Look amp Walk button The time of day and number is noted and used in the scheduling helper which lets you know where you may need more staff Salon version 5 Software Guide More Options Default Screen M More vine Clea Gao RES Cnr Sup eese UD Waiting Friday merch 07 2014 12 37 pm Salas Uis Next Available Supercut In 1 30 pm Est 0h 20m 3 More Options 9 Select an option from the bar below Price Check Today s Sales amp Next Stylist buttons Select the More button to bring up the More Options menu wako ii E v X Pi WatUet 0 CalAhead l Waks O Stylsts S FA lh Fe w EZ S Service Next N New Ticket Q Quick Sale L Look 8 Wak O Op
206. o allows employees to edit the payment type for payments and tips received for a completed transaction Locations that wish to restrict access to this feature can do so by changing Setup tab Permissions Selected Group Manager Area Edit Payment to red Any changes to the tip or payment amount on a ticket does not automatically re calculate close out data In order to ensure the closeout data is correct employees will need to go to Manager tab Close Out and select Save To edit a tip or a payment select the Edit Tips Payment button on the ticket information screen MEN Calan dft Fo Oks MB Supe roalon version 5 Software Guide This brings up a box with the choice of either Edit Tips or Edit Payment These two options can be edited independently of each other Search Sales Ticket Information When editing tips you have the 24 2o option to change the employee who received the tip and the payment type of the tip When editing the tip amount the new amount can not be less than or greater than the original amount This allows employees to move the tip amounts around amongst themselves but does not allow them to increase or decrease the amount the customer tipped In order to change the tip total the entire ticket needs to be edited Figure 140 Edit Tips Search Sales Ticket Information When editing payments you have the option to change the payment type of the transacti
207. o bypass the wait serve screen while still obtaining customer information then moving the ticket directly to Check Out once a service and stylist has been selected from the preselect menu Auto Complete AII Tickets in a Multiticket If enabled all tickets that are part of a Multiticket will automatically be completed once the Check Out process is finished Ringout Sale Automatically If enabled once a payment amount type is selected on the Check Out screen the ticket will automatically ring itself out Complete Sale Automatically Number of Seconds to Wait on Auto Complete Ticket If enabled once a ticket has passed the ringout phase of Check Out the ticket will automatically complete itself taking the user back to the Sales or Appointment tab depending on Default Screen settings After enabling the setting be sure to enter the number of seconds to wait after ringout that you want the ticket to complete Automatically Void Waiting Tickets After This option will automatically void tickets that are still in waiting based on the numerical value entered in the box Show Clocked in Employees on Lookup Screen by Default Enable this option to show all employees who are clocked in on any of the employee lookup screens Show Non Clocked in Employees on Lookup Screens Enable this option to show all employees who are not clocked in on any of the employee lookup screens Salon Version 5 Software Guide SuperSalon Version 9 Software Guide
208. oducts Quick Keys Resources School Series Sales Update Upload Vendors Figure 91 Department Setup Screen On this screen departments can be set up which add a layer above employees Examples of departments might be hair skin nails and administrative Unlike employee groups an employee may only belong to a single department Employees are added to a department on the employee General Information screen Simply select the department from the drop down menu under Department To create a department select the Add New Department button enter a Department Name choose Yes or No for Production whether the department is Active or Not and then whether to Breakout Positions or not If you select Yes for Breakout Positions reporting on departments will be broken down into smaller sections based on positions Salon version 5 Software Guide Employees Manager Tab Employees f 2 Vv gt A 3 gt A VW a f f 1 icu a i Apptmntsll Vine Gea Saiachire Reports Managen Sap ats Messages Help a e LR eme eme 6 1 2 7 Card Active Employees inactive Employees MIU o Add New Employee Customers Departments Discounts coy oa 2 Carl Membership Zoe Cuts Opening a Jessica James E Esc Clipper MacGhee Products rer Delilah Samson Quick Keys asus Edie Resources School Non Production Technicians Search a Name Position Sales Series 6 Vanessa Fernandez Recept
209. omatically print after each sale or if you manually print them by pressing the Print Receipt button on the bottom of the sales screen Some salons will want to enable this option so that all customers are offered a receipt This option can be useful in deterring internal theft Tip If your salon is using integrated credit card processing this must be set to Yes so the merchant copy of the credit card receipt with the tip field and signature line prints Print Duplicate Receipt Set to Yes if two receipts are desired for each transaction If you will occasionally need duplicates set this to No There is an option to print duplicate receipts on the payment screen Print Quick Lookup Barcode If you select Yes the system will print a barcode on the receipt for quick reference at a later time Show Stylist Name on Receipt Set to Yes to have the employee s name printed on the receipt Show Service Codes on Receipt Set to Yes if you would like service codes printed on receipts Skip Customer Name on Receipt If set to Yes the customer name will not be printed on receipts SuperSalon version 5 Softw Show Ticket Status on Receipt If set to Yes the ticket status will be printed on receipts Display Sale ID in Receipt If set to Yes the receipt will include the internal ID SuperSalon uses to track the sale Show Stats on Receipt Enabling this setting will cause new or recurring child adult or senior and
210. ommission This is a product per guest service commission Employee service commission is based on product sold divided by the number of guests Hourly Options This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers tech support NTA Commission This is a custom commission plan If the listed plan types do not meet your needs please contact Rogers tech support Additional Bonus This allows you to add additional bonus amounts to an employees time card for service products etc Salon version 5 Software Guide Production Fee This commission plan is used to remove a percentage of an employee s commission for service sales as Sais Grit Vins Geass Schechter epo Bi Managers i Sap Messagesgl WD Finger _ Scanner Internet Create New Plan Plan Name Employee Service Com Owner Select Plan Type PHRERHIE Service Sales Commission Bonus Payment 0 00 to pe Ee 1 Pay perio Ue a ee 0 00 and up J Based on Commission Tiered Levels Sales Production Hours Commission Multiplier Bonus ERR in Production Hours Bonus Amount School Sales are Settings _ INetS gt Include in Highest Pay Calculation he 9x Re Utilities Figure 36 Sample Service Commission Setup Screen The commission screens allow you to setup commissions and bonus plans Each salon can have multiple commission plans so that employee
211. on When editing the payment amount the new amount can not be less than or greater than the original amount In situations where there are multiple payments on a ticket this allows employees to adjust the amount for each payment type Figure 141 Edit Payments Salon version 5 Software Guide Card Terminal Manager Tab Card Terminal Credit H lt a a fu 7 pm ees V aamen i D Vino deds scheduled WA BAD Toms Wi 1 Departments Card Terminal gums pom Customers Products Ready to begin credit card processing Brands Services Packages Process Transaction Toggle Manual Entry Reset Data Series C Sales Discounts Vendors Resources Search Sales Select Toggle Manual Entry in order to type in the credit card information instead of swiping it Close Out Update Upload Figure 142 Card Terminal Screen Gift Card Balance Inquiries Manager Tab Card Terminal Gift Card Balance To check the balance on a Gift Card CE Select the Gift button on the Card Terminal select the Balance button swipe or enter the card information and select the Process Transaction button SS ave Balance Toggle Manual Entry Reset Data Instructions Figure 143 Gift Card Balance Inquiry SuperSalon version 5 Software Guide Close Out Manager Tab Close Out Counting Down the Till and Closi
212. ons in instances where a customer give an employee a tip Force All Change as Tip If enabled sets all change as the tip amount Enable Tips Paid Out If enabled adds an Employee Tips button to the Open Till Section Allow tips to be adjusted negatively If enabled SuperSalon will allow tips to be adjusted negatively in the TimeClock Tip Adjustment section Credit Card Tip Warning If enabled the system will warn the user if a tip exceeds a certain percentage of the total amount of a ticket enter the percentage in this field Enter 0 to disable Allow Tip Limit If enabled SuperSalon will allow a tip limit Tip Limit Percentage Enter the Tip Limit percentage This feature runs in tandem with Allow Tip Limit SuperSalon version 5 Software Guide Walk Accounts SetupTab Software Settings Sales Walk Accounts Software Settings Figure 56 Walk Account Software Settings Text Before Balance Enter the text you would like to display before any transactions are set up For example Customer owes the following amount Text After Balance Enter the text you would like to display after any transactions are paid Show During Appointment Booking If enabled Alert note s will prompt during Appointment booking Show in Servicing From Appointment If enabled Alert note s will prompt during the Servicing of an Appointment booking D Q em d D SuperSalon version 5 Softwar Show During New Ti
213. ons on the Utilities screen should only be used under expressed direction from Rogers Software Technical Support Improper use of the Utilities could potentially harm the system database SuperSalon version 5 Software Guide Permissions Setup Tab Permissions Warning Do not use these options unless directed to by technical support If used improperly they can corrupt Figure 80 Permissions Setup Screen The Permissions screen allows you to choose almost any setup function management function or report in SuperSalon and enable or disable an employee s access to them based on the permissions group to which they are assigned Highlight a permissions group name by selecting the name and then highlight an area of the software Add or remove permissions by highlighting the section name with the appropriate color Create Employee Permission Groups The first step is to define the employee permissions groups By default SuperSalon has three groups Manager Receptionist and Stylist Salon owners have access to all areas using the Owner password a special user which is always available and does not require a permission group See Owner Password page 118 Additional permissions groups are easily created using the Create Permission Group button at the top of the Permissions screen Similarly use the Delete Permission Group button to remove a permission group SuperSalon version 5 Software Guide Enabling and Disabling Access For
214. or all data being transmitted UpSys Status The status section provides technical support with network connection information and your connection status Upload Overview The Upload Overview provides an UpSys Overview Report amp Upload Detail Report Settings The settings Upload Host Username Password should only be set by the Rogers technical support staff SuperSalon version 5 Software Guide Schedule The new system has two modes Interval and List Interval allows you to set when uploads start occurring and how often they will occur throughout the day and at what time they will stop This is only designed for stores who require frequent intra day uploads We suggest that users stagger stores List uploads occur only at the designated times This system should be adequate for most users One nightly time can be set and a few intra day times can be set UpSys Password Management Figure 78 UpSys Password Management In the rare case that the password for UpSys needs to be changed the new system will prompt you for a key This screen is for diagnostic purposes and could potentially cause problems with uploads if itis not used under the direction of Rogers technical support SuperSalon version 5 Software Guide Utilities Setup Tab Utilities Warning Do not use these options unless directed to by technical support If used improperly they can corrupt r database Figure 79 Utilities The opti
215. or dissemble the Software f Alter Modify or adapt the Software Copyright 3 The copyright in the Software in the date or test retrieved display or output by the Software and in the Documentation is owned by Rogers Software Development Inc and is protected by the copyright laws of the United States of American and the laws of foreign countries pursuant to international treaties Except as otherwise permitted by this License Agreement and the provisions of 17 U S C Section 107 governing fair use you may not copy reproduce distribute or prepare derivative works based upon the Software or the Documentation or otherwise engage in any other activities concerning the Software or the Documentation which infringe upon or violate the exclusive rights of Rogers Software Development inc Limited Warranty and Limitation of Remedies 4 Rogers Software Development Inc warrants that the media on which the Software is delivered will be free from defects in material and workmanship for a period of ninety 90 days from the date of receipt by you Your sole and exclusive remedy with respect to any defects shall be the right to return such materials Rogers Software Development Inc s sole liability to you shall be the replacement of any diskette that is not free from defects in material and workmanship No Other Warranties 5 TOTHEMAXIMUM EXTENT PERMITTED BY LAW ROGERS SOFTWARE DEVELOPMENT INC DISCLAIMS ALL WARRANTIES EXPRESSED OR IMPLIED INCLU
216. or redemption with collected points let s say 10 In this example it would amount to buy 10 haircuts get one free SuperSalon will track and display the customer points every time they buy Additional Costs This information allows you to enter your estimated costs for professional products associated with this service You can then run a report for a date range to see approximately how much product should have been used If this amount is very different from your actual usage it may warrant further review Includes Extra Service If a service which has multiple components is defined such as a haircut with a shampoo the shampoo is an extra service The amount the extra service is worth is entered in this field and this amount is carried to the extra services report This way the stylist is credited for their up sell Non Commissionable Shop Charge This is the amount the shop considers as overhead for the performance of the service For example on a 40 color service 5 might be considered overhead Therefore 35 would be the commissionable amount on this service Show on Kiosk If you are using the SuperSalon Check In Kiosk and want customers to be able to select this service on the Check in screen select Yes here Show on Webcheckin If you are using the SuperSalon Webcheckin and want customers to be able to select this service on the check in screen select Yes here Taxable This option allows you to set a service as
217. ou would like to carry over the Closing Till to the next day to be used as an Opening Till This will be different than the Expected amount if it drops below that Allow opening till to be recounted Choose Yes if you would like to allow multiple edits to your opening till count SuperS alon version 5 Soft vare Guide Allow deposits to be edited Choose Yes if you will not be depositing what the close out states The Expected Till Count must be set to 0 to enable Expected Opening Till Amount This is the amount you would like the Opening Till Amount to be It will be used to calculate carry over if enabled Add Drops to Close Out Totals Choose Yes if drops should be included in the expected till amount for the day Use Opening Till or Counted Till If Opening Till is chosen it will use this to calculate the Computed Cash at Closeout It will also use this to determine Open Till If Counted Till is chosen it will use this to calculate the Computed Cash at Closeout It will also use this to determine Open Till Open Till will also be Used in Monthly Financial and Reconcile Summary Reports Automatically close out salon The auto close out process runs once a day at the configured time to compute the end of day totals used on several reports in SuperSalon and the iOffice If set to No the auto close out process will not run You must hit F5 on your keyboard after changing this to Yes and saving to enable the auto close out proc
218. p payment during ringout Local i F paren code oer enol te Meno Gest Gown oe h No No M Owner Password _ Cas Visa MC Payroll Bonuses American Express Permissions Pole Check Positions Receipt School _Settinas _ Software Settinas _ Utilities Figure 10 Integration Setup and Payment Methods screen The payment methods screen allows you to define the types of payments your salon accepts from customers These will typically include cash checks credit cards gift certificates and gift cards Rala ra Aan E OE X SuperSalon Version 5 Software Guide Creating a New Payment Method Setup Tab Payment Methods Create a New Payment Select the Create New Payment button to add a payment method When you create a new payment it is added to the list Code SVS Git svsGitCad SvsGitcad Figure 11 Creating or editing a payment type You can sort the payment methods by using the up and down arrows in the order column so that those most commonly used are at the top They will be sorted this way on the Payment screen also Select a payment method in the table to edit or delete it The Autoselect top payment during ringout check box will automatically highlight the top payment When a customer pays with this payment type you do not need to select the payment Simply hit the enter key to ring out This saves time if your customers often pay with a particular paym
219. r Tab Customers Add Customer SuperSalon Version 5 Software Guide Checking in Customers with World Search Default Screen N New Ticket Enter Name Select Name Figure 155 Customer Search Screen With World Search If World Search is enabled you will have a World Search button on your customer Search screen If the system does not find a match on your local POS computer select the World Search button to search the World Customer database SuperSalon version 5 Software Guide Figure 156 World Search Screen Enter all or part of the name phone number postal code or the full Quick Pass number and then select the Search button The results screen comes up Figure 157 World Search Results Screen Select the customer and proceed with the transaction as usual If no results come up select the New Customer button and enter the customer information The customer will be added to the local database as well as the World Customer database SuperSalon version 5 Software Guide New Ticket Options Screen Default Screen N New Ticket gt Enter Name Select Name Next Gender Male Visit Repeat poses Visit History amp New rd Employee Next Available HN der ae Pre Select services and stylists See Manager section for service and uid employee configuration d Choose whether to send the ticket to Check Out Service or
220. r tr ENDE 89 Show During Appointment Doo asetise ie CU neal ver C UR UR ED ED EE 89 Show in Servicing From ADDODIEIDODE c terit Rte UM I uU HE 89 Show During New Ticket Creation aimes ni appli ui PLUIE IMP TIMIS M EE 89 Show in Servicing From Waiting Tickets uus cuesiru ratu bete risate iteratis pasar 90 Show in Service Ticket Becel Ds oo viatico tti ttd br top Di EE 90 School Setting PENNE X XMn 91 PNM M 91 Prompt for CIOLDPSOERTO a sepelire nautas ecutaxtmen uM 91 Prompt for Grades at Rim GO uit uu eoaussic rent tiet ti e pb in LE UR En bu REEEE 92 lisisadioi Mio m 93 Fame Freedom Integration sus een potita iei bem eut pe tour tI IR M oto E 93 Acc engin Clock TOM acuden esiisa RUD uana dtr d dier 94 lgcsiseiisasMiirscaes ajo PUE 94 Hbri SUB GS MN 95 Service Setting Categories Service Weis ote pib tacto teer ie Po Run 95 Local SeS 96 Internet Setup MN r aerer a Ei s NEE EN AN E 97 Dial p Account TN M ii 98 Office Upload Mem M 99 Upload EstiMate sinnen E ERER UD MEE 100 Upload Settings U poy S oeque devi e ntted cipum ud i po Qs da enia tud 101 UpSys e rino 101 IN RB agr qr 101 raj mE caer Ne cieaeua 101 UpSys Password ManapelilebiE isoeieci pense bun eet ita vem i rites beseittre dit 102 v e s pg c MN
221. r when creating tickets When searching for a customer enter any part of their first name last name or phone number in the Customer Search field A list will pop up with matches for your search Select a name to view or edit the customer information Supe Salon version 5 Software Guide Show Last Search Manager Tab Customers Show Last Search If you need to view the results of your last search simply select the Show Last Search button The results of your most recent search will be displayed World Customer Search Manager Tab Customers World Customer Search m M DR Show Last Search Customer ce Ea Figure 105 Customer Lookup With World Search This button will only be available if you are using the World Search functionality When first searching for a customer use the Customer Lookup screen If the customer is not found select the World Customer Search button The World Customer Search screen appears To set up World Search see page 86 If you do not have access to this function and would like it please contact our sales department at 888 458 1001 then press 3 or e mail sales rogerspos com The Customer Database must be Online for it to work SuperSalon version 5 Software Guide Figure 106 World Search Enter Screen Enter all or part of the name phone number postal code or the full Quick Pass number and then select the Search button If t
222. rainn E Onfhimnra i SuperSalon Version o ooitware Guide History A record of all a customer s purchases of services and products can be viewed in this area Additional buttons are included within the History section to display the customer s historical Gift Certificate purchases and redemptions as well as the customer s historical Series Sales purchases and redemption information Appointments The customer s appointments will be listed Select the Print Itineraries button to print the list Edit Children SuperSalon supports the ability to add customer s children to the parent record This will copy the parent information to the child record reducing the time it takes to add them into the system Billing Enter billing information such as addresses city state and postal code Customer Clubs Manager Tab Customers Customer Clubs Figure 111 Customer Clubs Menu Customer clubs can be created and customers can be associated with a specific club by selecting the club name in the customer information area Customer clubs are used for various reasons Sometimes a discount might be applied for members of a particular organization For instance a salon owner might want to give a discount to members of a church organization or maybe actually make a donation to an organization based on the patronage of its members By assigning the customers to a customer club reports can be created providing information on how much patronage came in bas
223. red Auto Discount 8 Off 20 00 0 S Q Figure 134 Auto Discount Screen SuperSalon allows you to set up a discount that will automatically be applied when a ticket reaches a specific amount This can be set to include just services just products or both It can also be set to apply to specific services and products A date range can also be applied Enter a name for the discount and the total amount you wish the ticket to reach before applying the discount Select whether the discount will be applicable to just services products or both Select the Add Auto Discount button The discount will be listed in the Currently Configured Auto Discount Retarr Edit Auto Discount To set a date range or select specific product and services select the Note Pad on the discount Use the Item Add Lookup field to search for services or products Select the plus sign under the Add column to add services or products Ka When finished be sure to Save Enter Lookup criteria to search for products or services you wish to add to the scheme Valid input Service or product code e Service or product description Product UPC Figure 135 Edit Auto Discount Screen Salon version 5 Software Guide Vendors Manager Tab Vendors M A r QV qz apto at ges EB Ww Eva Vern m Soles E apptmntsg iur lis iuret t RS Manager Sap ALES wd o 3 Brands Card Customers Departments Discounts Employees
224. report allows the user to select individually employees to run it for or all of them Product Count List The Mini Product Count List report provides a list of existing product counts Next to each count is a small box that can be used to write down annotations to assist with keeping track of salon inventory Product Price List The Mini Product Price list provides a list of all active products and their associated retail price Salon Sales The Mini Salon Sales report lists salon Service and Product net sales for the requested date range along with the total amount of discounts The report also lists customer statistics service category sales figures and product brand sales figures Stylist Stats The Mini Stylist Stats report lists the selected employee s Gross Services a Hour their Retail to Net percentage their Gross Services value their Net Retail value and their ticket average Tip Detail The Mini Tip Detail report lists tips received by the selected employee during the requested date range Services List The Mini Services List report provides a list of all services configured in the location along with their associated price value Transaction The Mini Transaction Report is actually broken into segments Because this report can easily take a while to compile the requested information it is suggested that it be ran for date ranges consisting of one day at a time The first section of this report provides the location deposit
225. rs Sales department 888 458 1001 then press 3 or e mail sales rogerspos com SuperSalon version 5 Software Guide SchoolSettings Setup Tab Software Settings System School Settings SuperSalon has many functions that apply to schools Here is where you enable or disable these functions When you enable School Functions several new fields and buttons appear throughout SuperSalon Setup Tab School Settings Use this screen to setup tuition types Manager Tab School Here you can enter or edit tuition payments made by students Reports Tab School Tuition Payments Student Credit Totals Student Credits Student Grades These reports shows tuition payments by type date amount student name student ID student credits and student grades Manager Tab Close Out Tuition payments are also listed in the Deposit Summary of the Close Out screen SuperSalon version 5 Software Guide Customers Setup Tab Software Settings System Customers oftware Settings Figure 51 Customers Software Settings First Name If enabled the New Customer check in will require the customers First Name to be entered before proceeding An asterisk will appear near each of the required fields while checking in Last Name If enabled the New Customer check in will require the customers Last Name to be entered before proceeding An asterisk will appear near each of the required field
226. rt is referred to non production details This section provides a listing of Off Floor Adjustments Off Floor Adjustments come from the Adjust Production Time section of the Employee Timecard Detail screen These adjustments are already calculated into the store employee hours listed in the first section This particular area of the report is purely for convenience V7 a f SuperSalon version 5 Software Guide The last section of the report is the Sales amp Commission totals This section of the report actually lists the amount owed to each employee as part of the service and product sale breakdown Unlike the other sections of the report this section could be considered four separate parts The first part lists the employee information Employee ID Name Total Number of Guests assisted pulled from their ticket count their Retail to Service Net RtS and Retail to Net RTN The next segment is their service totals Sales also known as service Commission Sales Per Hour SpH Commission generated from any commission plans assigned to the employee the commission plans in question calculate their data based off of the service sales amount listed in this section Bonuses also from any relevant commission plans Request bonuses and then a total of Com Bonus and Req The next segment is their product totals Sales also known as product Commission SpH Sales Per Hour Commission generated from any commiss
227. rtificates and then an amount The Sold for and Notes fields are optional If you have set up Gift Certificate Types select the type from the drop down menu Setup Tab Payment Methods Modify Gift Certificate Types Select the Continue button Select Yes to create a new account and use Select the Pay Now button to complete the sale If the account already exists it will add to the balance when the sale finishes Gift certificates are not for gift card sales SuperSalon version 5 Software Guide Gift Card Sales Check Out Screen Gift Gift Card EY iratus auos cuna ages Help Select the Gifts Button Figure 171 Check Out Screen With Issue Gift Card Prompt To sell a Gift Card start a new ticket can be a regular sales ticket or a Quick sale Select the Gifts button under the Actions Menu and then select the green arrow on the Gift Card item The swipe screen will appear Swipe or enter the card information and enter a dollar amount Select the Process button The card will be loaded with the amount you entered Add any other items and proceed to the Payment Screen The transaction is completed just like any other sale and customer can pay with any payment type you accept SuperSalon version 5 Software Guide Multi Ticket Sales Check Out Screen Edit Ticket Add Ticket 7 ET v P K ATT n AAAA ATA ieri IET a uL Nager Sp Y asa i T Help wl New Tic
228. s Yes No Pole Bonus Time for split shifts Bo minutes Display _ 2 Save Settings Permissions Receipt Printer School Settings Software Settinas Utilities Figure 33 Timecards Setup Overtime for over 8 hours day If the system is being used in a location where overtime pay must be paid to employees who work over eight hours a day select Yes Overtime After Enter the number of hours an employee must reach per week before overtime is applied Automatic Employee Breaks Some salons require breaks to be taken at certain intervals For instance in Figure 33 if enabled a 30 minute break time is automatically deducted after working 5 hours This means the employee should have taken 30 minutes worth of breaks in the course of the five hour shift These entries appear on the time card report in the break column Automatic Split Shift Adjustment If you use split shifts in your salon you can enable their tracking here If you would like to give a bonus to employees working a split shift enter the amount of time the bonus is worth Salon version 5 Software Guide Pay periods Setup Tab Payroll Bonuses gt Pay periods C MATT NEL praes VE pe APR M Y 4 M iu amp ms KApptmntsa Vind Gods Sacer RDAS R Sap IMessagosli Emm Cash Drawer _ period Commission Setu Pav period issi Company I F Info General Timecards Commssion Finger Scanner e
229. s 116 Connecting Pet hiatal Sc aces pe itp DAR i n A 117 ursi o rr 118 The Manager Tab 119 Departments C 119 EMPLOYEES NNNM M M 120 Add New siio cm vesi Eiee 121 Sr MM 122 Nick Name ED 122 looo 127 inscia D 122 vip M 122 Marital c ME M 122 DepattMEnt PP 122 Permission CO cts dca cette ee nce dU rr de tut Ete ibt eti ud babct ide 122 Scheduling GIOUD soie netu Raq EEEE reip in Un PII E 123 Price Group m 123 Optimum Book Daleryal cessus atmtu ttn ui Ri uc REM UM UN EDEN 123 Personal Information Emergency C Omtact consen pis nim e HUE P IE DDR 125 x rue Me M 123 lcd RP P M 123 Copa epe ed E 1 a oon ne mn Oe Ce meee Sa E M A 124 Allowed Service Categories amp Allowed Services scrutinio ebria ttn ierat 124 Service RITU M ER T UN 126 Employee SCne Ue GR X 126 Appointment GIOUDS oido one nt tnr E celts us ltd t aes ieee 126 Scheduling CeO MD Ic 128 HTT SOE aunt secession vo 131 Show Last Doaftby aneeseuiscm nd Pelri nte e D m dip id EUR E 13
230. s and Total Transaction Info After the ticket information is listed the End of Day report calculates the Net Totals and deposit information for the day The deposit information is based off of the closeout totals so before the information will populate the closeout will need to be performed Salon version 5 Software Guide Deposit Summary Reports Tab Sales Deposit Summary Saturday February 01 2014 Friday February 28 2014 Day Totals 787 01 1232 22 2019 23 98 00 12203 13 516 92 Figure 221 Deposit Summary Report The Deposit Summary report provides a look at the deposit information for the month requested In order for the report to display accurate information the close out for each day in the requested month needs to be completed properly Running the report on a month that has not finished will not have any adverse affects but running the report when there incomplete or inaccurate closeouts will throw off the total calculation at the end The deposit information for Credit Debit Phone and Gift payments is based off of the Mid Day and End Day count fields on the closeout screen The Cash and Deposit field are based off of the Cash Deposit section of the Deposit Summary of the Closeout screen These two numbers should always be the same Each day listed in the report is also a link When the desired date is selected it takes you to the Daily Report for that day Salon version 5 Software Guide
231. s can each be set to one or multiple commission plans Figure 36 is an example of a service commission On the bottom left of the screen you have the option to have the commission calculations based on the employee s Net Sales or Gross Sales Gross is the total value of the products and services sold while net is the amount received after discounts On the bottom of the commission setup screen you have the option to select if you will be basing commissions on overall sales or sales per hour You also have the option to select if different commissions will be paid for each commission tier or if commissions will be based on all sales at the highest commission level hit Each time you add a sales goal and corresponding commission SuperSalon will automatically add another level The screen will allow up to 40 levels This enables it to handle various matrix systems well The last row displays a sales number one cent above the prior level and shows and up indicating all amounts beyond are included in the highest commission level Any row that has the commission level left blank will be ignored If you want the next level to be and up just leave the commission field blank for the preceding row SuperSalon version 5 Software Guide The Bonus column allows you to enter a bonus amount in dollars that will be paid to employees for achieving that sales level If you wish to pay these bonuses but you do not wish to pay a commission percentage enter 0
232. s to be displayed and tickets redone In the Search Sales section tickets can be searched and filtered by employee ticket status ticket type customer name service sold product sold discount used and or payment type used This section is protected under the Manager tab due to its ability to search any date or date range and the ability to completely void a ticket without generating a duplicate SuperSalon version 5 Software Guide Search Sales Ticket Information amp Status Completed KEN Timein 3 07 2014 12 26 pm Time Arrived 3 07 2014 12 26 pm i m Bere She bss as Select this button Time Complete 3 07 2014 12 35 pm to edit employee Gender M 7 Demographics Category Aduk commission Ticket Type Repeat Stylist KENZI Reception Select these buttons to void edit tips edit payments edit the ticket or print receipts Subtotal Tax Total Payment Change Figure 139 Search Sales Ticket Information Screen Commission reassignments can also be done in this area Once the transaction list is displayed select the line item to open the ticket detail The employee who the commission is assigned to will be listed To reassign the commission simply select the name of the employee next to the service or product that was sold and then select the name of the person you wish to change the commission to After you are satisfied with any changes select Save Editing Payments and Tips Search Sales als
233. s while checking in Middle Name If enabled the New Customer check in will require the customers Middle Name to be entered before proceeding An asterisk will appear near each of the required fields while checking in SuperSalon version 5 Software Guide Home Phone If enabled the New Customer check in will require the customers Home Phone to be entered before proceeding An asterisk will appear near each of the required fields while checking in Work Phone If enabled the New Customer check in will require the customers Work Phone to be entered before proceeding An asterisk will appear near each of the required fields while checking in Cell Phone If enabled the New Customer check in will require the customers Cell Phone to be entered before proceeding An asterisk will appear near each of the required fields while checking in Country If enabled the New Customer check in will require the customers Country to be selected from the drop menu before proceeding An asterisk will appear near each of the required fields while checking in Zip If enabled the New Customer check in will require the customers Zip code to be entered before proceeding An asterisk will appear near each of the required fields while checking in City If enabled the New Customer check in will require the customers City to be entered before proceeding An asterisk will appear near each of the required fields while checking in State If enable
234. selected This will ensure that the correct services and products are assigned to each customer and employee for correct commissions Once the transaction is completed Figure 3 Paid Mult Ticket all tickets still in the Waiting or Service Columns will be stamped Paid Multi Ticket The Check Out button right arrow on the tickets in the service column will change to a flag The flag indicates the ticket is paid and should be selected when the services have been completed ejeojt ne If you have Auto deni all tickets in a multi ticket set to Yes all tickets on the multi ticket will complete and be removed from the Wait or Service column upon finishing check out Refund Redo 1 To enter a refund or redo a Refunds Redoes for products or services can be made in conjunction with a regular sale or independently Refunds Redoes are entered on the Check Out screen and can be added as a line item to a regular sale For a refund only transaction go to the Check Out screen using the Quick Sale button This method will not assign the refund to a specific customer record although basic tracking information can be recorded when Quick Sale Demographics is set to Yes Setup Tab Software Settings Marketing Customer Lookup amp Tracking Tracking Options Require Quick Sale Demographics b Refund On the Check Out screen select the Refund Redo button and choose Refund Then select a service or product
235. setup for your salon For detailed instructions on the Gift Certificate system see Gift Certificate Payment Method on page 18 Editing a sale that occurred today Select the Manager Tab then the Search Sales button Select the ticket you wish to edit and select the Edit Ticket button The original ticket will be saved and voided A replacement ticket will be placed in Check Out Make changes to the sales and payment as needed Editing a sale from a prior day Select the Manager Tab then the Search Sales button Enter the date or dates in the start and end date fields Select the Search button Select the ticket you wish to edit and the Edit Ticket button There is also an option to void the ticket completely Setup Options Go to the Setup Tab then select the Software Settings button You can enable or disable many of SuperSalon s tracking options Tip Redo the closeout after editing a ticket from a prior day Salo A Yr E C fha J SuperSalon version 5 Software Guide Managing Inventory 1 Adding inventory items to inventory amp adjusting inventory levels a You will need to create your Brand Vendor and Category lists under the Manager Tab first Any products you add will require this information b Select the Manager Tab Products and then select the New Product button c Enter as much information as you wish You will not be able to set inventory quantities on the New Product screen From here it is possible to adjust t
236. sion 5 Software Guide Payroll Reports Tab Payroll Payroll i BUE mu T i g i i i i Sphit Lr 5 Mob ras Abt 7 a E p gt 7 130 2 3020 Yertecher Huey nar ya par a J L ele eo ajojo o clos o ajojo o elelo o ojojo gt i i i i i amp d tais for Sonday Febre y 25 201 rc Reg Tota Sales sp com sonus sales amp Commission Total i i it 8 SERE 1311111 311 Bessie i 8 DHT 8 8 88888885 TID JHTIT dTITIITS OTT EHHH E BJERBEEEE SEERSESRR 3 8 Figure 234 Payroll Report The payroll report is designed to calculate how much money your employees are owed at the end of each payperiod The report is broken down into three sections The first section of the payroll report lists employee hours for the selected date range Employees who are considered receptionists those who are not set to Performs Services in their employee setup are listed first A total of their hours and the percentage of the total hours worked which belong to this particular group is then listed After the receptionists are listed the next group listed are stylist The stylist grouping consists of employees who are enabled to perform services in their employee setup Like the receptionist group this group also provides a total list of hours and the percentage of hours which belong to their subset The next section of the repo
237. sion to be split between two or more employees on the same service during Check Out Auto Prompt for Split Commission in Checkout If enabled any service listed with split commission will result with a pop up during Check Out forcing the user to select and end the commission split information Enable Auto Discounting If enabled Auto discounts allows you to set up a discount that will automatically be applied when a SuperS alon version 5 Software Guide ticket reaches a specified amount This can be set to include services or products or both Rearrange Details in Sales Register If enabled it rearranges the row layout on the Sales Register Report The normal layout is Total Discount Tax Total Net Amount Basic Cash Card Gift Voucher Sales Redeem Walkout and Walkin With the option turned on this layout is changed to Basic Total Discount Coupon Tax Net Amount Cash Card Gift Voucher Sales Redeem Walkout Walkin Round Off the Payment Amount If enabled on the Check Out screen transactions are automatically rounded to the highest or lowest number based on the decimal place 1 49 or less will become 1 and 1 50 or greater will become 2 This change does not take place until the Payment screen of the Check Out process Enable HUL Series Sale This feature is not implemented for US locations Enable HUL Package Sale This feature is not implemented for US locations Skip Ticket Options Skip Ticket allows you t
238. srusstivistiriesardestyvivnn srvesenesirrvs e s 2 Servicing CUSIOTIOES sicer i ireren EErEE De tbt EEEE E E EEE E EEE 4 Checking Out br iui MN 4 Mult el lt 2 m 6 RCS abn CU Set beenden MM M M EP ree 6 MiscellaNeo s M 7 Managing TAN cin re Y NM X 9 Close Qut Procedites ON inital en 9 User s Guide m 11 Navigating SuperSalon iascsecsespin orbit idunt ivit supr ER oit esee dE 12 Buttons and Hot Keys MEM 12 Buttons Found qm OUPPFESRIONL sd curve EUH HB Era pM Let EFT UR RE Er 13 jo yp 15 The Setup TaD P 16 inui c gu NN 16 Creating a New Payment Method corn btt itio t at tiae bei Ht D D REGE 17 Gift Certificate Payment Method ases nite Dario n rta tel tH Recien 18 Gift Card Fayment MOLIOQ audent tibitiena ide issu d pde BER IRIURE 19 Phone Auth Payment Method sesssssssssssessssresessssssrersnsnssssteseensssersrerensnsnnreesnssssesrenes 20 SVS Reward Card Payment Method oscar pa bre M be rti tUa ri acp O 21 Paid In Out Account Codes ier bete a rEFRE Spb br kae EE EE HERE o rete FIR TI Eb be PERIERE 22 Select Card Swipe Del Ulis aec erant tion n PEE MEUM pO EO 24 DOC Dane Inte PaL DI iesise ruisen siira Hav sdi cu unita rudis iUe 25 IP Charge Integration aucrecenenessnndnusnuni ai 26 Monetta Inte e THEOD sesepi tree n EPOR r
239. stock Enter the newly packaged barcode into the Transition Scanner Code UPC field and either barcode will bring up the same product Applicable Discounts Choose the discounts you wish to allow for the product Choose All or None or use the Ctrl key to choose multiple discounts SuperSalon version 5 Software Guide Product Category Manager Tab Products Product Catego Figure 116 Category Menu When you add new products you can enter a category therefore categories should be created before adding products This is where you add edit and delete those categories These typically include shampoo conditioner styling aids etc This allows you to sort various lists and reports by category It also allows you to search for products by category Select the Add Category button then name your category and save The category will be added to the Category List Salon version 5 Software Guide Edit Multiple Manager Tab Products Edit Multiple sto Y Copies it Glass Saxton f Goes Y Y Smp usse wo o S m Boece eee ee Terminal _ Card i Auto Set Min gt Auto Set Min Max Edit Products Receive Order Adjust Count re cat Customers Selection Criteria Brand Select Brand Category Select Category Employees a Vendor Select Vendor l Voucher TT SeamhPrdutlit 0 000 0 O uct List Opening ET eg Packages Type
240. t Description 4 Enter Details mmm zz Update Product Adjust Out J Reset Form Transfer in u Return to Product List Transfer Out Count Figure 120 Inventory Manager Screen The Inventory Manager is used to receive products in from an order adjust products when doing inventory and transferring products to and from back the back bar and other salons This screen is designed to be very fast and efficient All entries made in the Inventory Manager are shown in the Receive Transfer Adjust report Reports tab Products Receive Transfer Adjust You can view products received or select adjusted or transferred for any date range by cost or price Total value is calculated Receive Adjust In Adjust Out Transfer In Transfer Out Count When you start the Inventory Manager screen the cursor is already in the Code UPC field Enter a product number The product and current quantity will be displayed for confirmation Select the Receive button or other button depending on what is needed select or enter a description if needed and tab to the Oty field Enter the quantity and press the Enter key The cursor will jump back up to the Code UPC field and the inventory change will be confirmed Enter the next code and continue Enter the product code Select the Receive button or other button depending on what is needed Select or enter a description Tab to the Oty field and enter a quantity 5 Hit the Ent
241. t is first brought up the option to select a specific employee is also available This allows the report runner to see which employees were using which discount SuperSalon Version 5 Software Guide Schedule Forecasting Reports Tab Payroll Schedule Forecasting i Scheduling Forecast based on week 14 Saturday March 08 2014 1 week The scheduling forecaster is designed to match staffing to customer flows The Scheduling Forecaster uses past customer traffic to estimate future sales day by day The estimated traffic is displayed in terms of estimated gross sales per hour and is then divided by the productivity goal to calculate the number of employees needed at any given time Walk outs and Look n Walks can also be factored in The lightly shaded columns are gross estimated sales for the hour This column is the average net sales generated from tickets started during that hour over the date range run The darker shaded columns are the number of employees needed for the hour It is calculated by dividing the number from the first column by the Assume Production rate entered prior to running the report These are expressed in decimals We know you cannot have 3 65 employees working but you can round up or down according to your needs When running the report the date range may be as long or as short as need although it is recommended you run one for a similar period of time to the what you are considering scheduling
242. tail POCO aaciopos nisi ttnixpienmm HE Rin IU Er Dri rper iE RE 170 Apply diePo capra MEN 170 Apply to Products suninri r 171 Apply to Customer Types seiteitanesemdeidaitubetepi tun inanar 171 Fairs vir WEN 172 Vendors P 173 RESOUVCES ern ENTE EE EE ETENEE 174 SIN ie NN 175 Cara TETUA 177 Gift Card Balance Bin Qui es esatto casia eai E tibi n ERE e EIE unica 177 CTA 178 Counting Down the Till and Closing Out s acescousiud pte mtsretx Streit dE eU 178 Update 180 7 E 180 The Sales Tab Wait Serve Screen emerit eet ea tete t keit 181 hif OS E 182 Todays Sales DOFOBILo a sedasicpi niin TEN RI Um Pm eat 183 Checking in CUSTONIBES s eR eniin tte HO e un tO UN HERU E Ente ilr Mete e ES 184 View Existing Customer DREOEBROCIOPL s oi cette tito tit pb ER b EM MDUM M REIR 185 Existing Customer Personal Information DUPOGEL ues asdesest eni stis titres etie 186 C stome r HIStOTY du 187 New Customer DOPO aca ertet tib Cot a ea te titu tb et pdt bar Ecc 188 Checking in Customers with World Search usen rutas terit irt 189 New Ticket Options OCIORT eu ciment neiii ii 191 Call A hedd aucune a e E nN 192 Chemical iro T 193 Redo Pr Pay send to Ch
243. ter Name Select Customer elect a Customer Customer information Edit the customer information or continue 19 95 creating a ticket 04 Discount 2off service 1195 2 00 E3ERESERSESESES JA Figure 151 View Customer Information After selecting or creating a customer an overview of the customer information will appear on the right Select the Next button at the bottom right of the screen to continue creating a ticket Select the Customer Info button to update customer information and access customer history SuperSalon version 5 Software Guide Existing Customer Personal Information Screen Default Screen gt N New Ticket gt Enter Name Select Name Customer Info Edit Customer Customer Type UNITED STATES Accept Checks Figure 152 Existing Customer Personal Information Use the tab key to move from field to field Enter or update information as needed When you are finished Select the Save button to save your data or the Save and use on ticket button to create a ticket Customer information can also be entered by selecting the Manager Tab Customers and using the Customer Search SuperSalon version 5 Software Guide Customer History Default Screen N New Ticket gt Enter Name Select Name gt Customer Info gt Histo dit Customer Customer Alerts Hair Perm Color etc 2 29 2012 2 04pm es records can be added
244. th this method services and products can be added in 3 touches For this to work correctly all products must have brands and categories set Manager Tab Products Edit Product and all services must have categories set Manager Tab Services Edit Service The services listed in the middle column can be defined in the Quick Keys section Manager Tab Services Quick Keys This way the most commonly used services will be displayed when you first go to the Check Out screen The services listed in the middle column can then be added with one touch Discounts are added by selecting the Discounts button under the Actions Menu Then select the green arrow next to the applicable discount or type the discount code in the Entry field at the top of the screen To apply the discount to two or more items add the desired products to the Check Out screen and select all of the items you wish to discount All Selected items will turn blue When all items are selected select the Discounts button and select the desired discount A discount will be applied to each product Refunds are accomplished in a similar manner Select the Refund Redo button under the Actions Menu Choose the Refund button Select a service or select a product by scanning or searching for the product in the search box at the top of the Check out Screen Edit the quantity and price as needed Select the green arrow next to the service or product to create a refund line ite
245. the POS SuperSalon only sends SMS messages to customers who are set to receive them In order to opt customers in select Yes under allow SMS on the customer record Manager Tab Customers Customer Search Select Customer Allow SMS Salon Mobile Number Enter your Salon Mobile Number SMS Account Balance SMS messages must be purchased through SuperSalon Accounting to use the SMS system This field will let you view your balance Appointment Alert Message Enter the message you want be sent out to customers after booking an appointment In order for the message to be sent Send this message after appointment booking will need to be enabled There is a 140 character limit Appointment Confirmation Message Enter the message you want be sent out to customers after confirming an appointment In order for the message to be sent Send this message on appointment confirmation will need to be enabled There is a 140 character limit Appointment Reminder Message Enter the message you want to be sent out to customers as a reminder for an appointment In order for the message to be sent Send reminder X hours before appointment time will need to be enabled There is a 140 character limit Checkout Alert Message Enter the message you want to be sent out to customers after Check Out In order for the message to be sent Send message X minutes after checkout will need to be enabled There is a 140 character limit Retur
246. the SuperSalon database a Select the desired customer s name and their information will appear in the Customer Info Box on the right of the screen To edit their record select the Customer Info button lower left or select the Next button lower right to continue to the Ticket Options screen b On the Ticket Options screen you can verify or choose options such as New Repeat customer Age Category Customer Source Service Requested Stylist Requested etc SuperSalon can be set to auto select Repeat Customers Setup Tab Software Settings Marketing Customer Lookup amp Tracking Auto Select Repeat for Customers If you do not select a service it assumes a haircut for the purposes of wait time estimation c You can now select the Wait button on the lower right of the New Ticket Options screen to add this ticket to the wait list 4 Ifa customer is not purchasing a service Quick Sale a Customers who do not need to be placed into waiting or servicing and for whom you do not wish to track the customer information because they are simply buying products gift certificates gift cards or only want a refund can be entered as a Quick Sale Make a ticket for them using the Quick Sale button instead of the New Ticket button You may still be asked to enter their demographic information if Quick Sale Demographics is enabled in the Software Settings Setup Tab Software Settings Marketing Customer Lookup amp Tracking
247. the Zebra Printer Port In the Zebra printer s properties window click on the Port tab Select USB Port as your option Make sure the Zebra printer name is listed If no name is listed reinstall To send communication to the Zebra printer click on the printer tab Click Advanced Click Tools In the field named Direct Command for Printer type default command then click send Aligning the Labels and Printing a Test Page Load the labels according to the manual or Quick Reference Guide Turn the printer off Hold down the feed button Turn the printer back on while holding the feed button When the light blinks let go of the feed button This will print off some words onto the labels Press the feed button once more This should print one more word and center the label In Windows go to Start gt Settings gt Printers and V7 r f SuperSalon version 5 Software Guide Faxes Right click on the Zebra icon and go to Properties Click on the General tab Click Print Test Page to send the test page to the printer and to make sure the printer is ready to print SuperSalon Configuration Go to Setup Label Printer On the Label Printer Options page put a check mark next to Enable Label Printer then type ZebraLP2 in the Share Name field Change the Device drop down to Zebra LP2824 CPCL Change Font Size to 2 7pts 6pts Print Group Separator can be Yes or No depending on if you would like an extra label to print between each
248. this customer Done Button 1 locks all __changes Figure 195 Appointment Scheduling Screen Booking Additional Services Salon version 5 Software Guide X Sees uus ulum Clock Sciracier eror DEBER Sop Messages Ow e e 5 Saturday March 29 2014 Today Previous Current Time 5 16 pm 2 5 Hillary 4 Request types foie Sources and Gender are entered on the Appointment Fiter By Employee Group New Ticket Quick Sale Open Tii Optons Schedule Services Figure 196 Appointment Screen With Request Types An appointment can also be created by selecting the Schedule Services button Select or add a new customer add a service or services and finish creating the appointment as described above You can also use the Suggest Schedules button to assign the appointment to one or more stylist Select the Suggest Schedules button select the employees and select the time using the Select Time Ranges button All appointments are color coded Select the Help button to view a color legend and for instructions on making appointments To search appointments select the Search button Modify add services or view appointment information by selecting the appointment Select an appointment to bring up the Appointment Information screen Select buttons to Reschedule Services Delete Services Make Recurring appointments create Notes
249. through this manual in its entirety before attempting some of the more advanced functions of this amazing POS Experienced users will find this 2014 edition of the manual to be mostly a refresher but with important new updates in the areas of expanded services and new integrated card processing methods Unless otherwise indicated all screenshots and images herein have been taken from a demo version of the 5 6 5 release of the SuperSalon Point of Sale All visible client data used for demonstration purposes reflects a fictitious salon and does not represent actual people living or deceased Thank you again for allowing us the honor of helping you realize the goals you have for your salon and know that we stand beside you every step of your journey Thank you The SuperSalon Team QC mr 1 m A mA Varcisn A Cnfttyaro 2iundz SuperSa on Version 5 Software Guide Quick Reference Checking in New Customers Search for the customer in the database a From the sales screen select the New Ticket button on the bottom of the screen b The Customer Search screen will appear Figure 1 Enter all or part of the customer s name or phone number into the Customer Search Field The search results will appear If the customer appears in the search results go to step 3 if not go to step 2 for instructions on adding them to the database If your customer is not in the SuperSalon database but you wish to add them to the data base a Sele
250. ting each product individually and the number of times it was sold the report also adds together the total product cost for the displayed items as well as the net worth they brought in as opposed to the retail value defined in their product setup In the even discounts were used when the products were purchased then Net and Retail will be different For all intents and purposes Retail functions as Gross on the Product Sales report SuperSalon version 5 Software Guide Product Sales Detail Reports Tab Products Product Sales Detail Daily rime Commission Client Qty Disc Net Peasens rawesse qunsoe 1 seos sens wn Cee 3 6 Lass 1 sm soo 3 01 2014 ES 3 01 2014 30 29 syoraose 2 ossoom Agu vatessrerse ax e oem 1 sm sss 3 0 2038 org eter Cass i sm ss 27 same 27 ossi Recece iss eese atte i som sss reae s oe aar Remesvesa rosesse uncon 2 som smoo frenaoae 17 tan veo erren svarat atr rio onera vcre 1 om soo reae use me mesrertier vosesse oase 1 woo enon yere 1 mien mc _netrrcomgroorm rosesse Quase i sooo ses uere 2 uem wo smerrmeme vosesae os ao ve reae n oson m movements mesas cens yere si sro om mesono oeerag vean Totals Figure 226 Product Sales Detail Report The Product Sales Detail report lists individual product sales for the requested date range Along with each prod
251. tions that took place for the item rSalon version 5 Software Guide Name 4 0i Figure 228 Inventory Report Starting Received Adjusted In and Trans ferred In detailed views EET Tea Tree Leme ie 525 669316057100 7 08 2013 Classic 1 1150 ayas Soy Sauce Conditoner au 613 738578251451 8 21 2013 Super Gue 1 5 00 738678251461 8 20 2013 Super Gue ES 500 738678251461 8 30 2013 Super Gue 1 5 00 669316057100 10 17 2013 Classic Tro 1 1150 669336057100 20 17 2013 Cassie Trio 4 10 669316057100 10 17 2013 Classic Tro 1 1150 d Active Products 10 8488 HOG 5 8 6 50 6 51 00 009531118796 Barber s Classic Gum 10 85 00 153 00 009531119007 Hard Wired Spiking Glue 4 28 00 50 40 669316057100 Classic Trio 5 57 50 115 00 6 6 Figure 229 Inventory Report Adjusted Out Transferred Out Product Sales and Ending Inventory SuperSalon version 5 Software Guide Discount Usage Reports Tab Discounts Discount Usage Figure 230 Discount Usage Report The discount usage report provides a list of the discounts that were used during the date range requested The report lists each discount individually as well as the number of times they were used Included is also the number of New customers they were used on as well as Repeat customers as well as the percentage of New customers who used the discount as opposed to Repeat visitors When the repor
252. tire block Moving the Out hours only adjusts the out time Use the Edit Sched button to change an existing schedule Use the Add Block button to add blocks of time that will show on the Appointment screen For example the employee could have a doctor s appointment and you want to make sure no one schedules an appointment during that time Use the Add Block button to enter the time and reason SuperSalon assumes you will only be scheduling employees within store hours If you would like to enable the ability to schedule outside of store hours navigate to Setup Tab Software Settings System Time Clock amp Scheduling Amount Of Time Allowed To Schedule Outside Store Hours and enter the time allowed in minutes SuperSalon version 5 Software Guide EHbS ATS TOE Sahate SES WERE SS Pia Messages aU Employees won t on the screen select the i Prev amp Next Employees buttons re fe Lee ee a aut Figure 207 Employee Scheduler Week View If all employees won t fit on the screen use the Prev Employees and Next Employees buttons to view more employees Use the Calendar button to go to a different day or use the 1 Day and 1Day buttons to move just one day The Today button will always bring you back to the current day Select the Options button on the Day View Scheduler to Search View or Copy All schedules Choosing Copy All allows you to copy all the schedules for up to 12 weeks or
253. tne Ret DR br arses diet 143 Retail sosocnus sto tene MEM EMI IMP MM T 143 Variable Priced osos ven pte uude itat M oM a 143 Dto eae ee enn en aT TOS eT M E D 143 Employee POIDS oadendartesie a nadie ha ases bein haul R MAE 143 dlc Wipro o M 143 Alet OD T 143 Par Level aco ucosp e DI RUE md eai A E NE D MR 143 Min Max Days COVE m 143 Taxable essai cae es cess uM Rd EL iE 143 Additonal Toe eet ei P EDU Mr eet aN tea aR ene RN 144 Additional Tax BebavioEs ecce REOR Fei Eni bu facii lata pde d TE 144 Scanner Code UPC RN D 144 Transition Scanner Code UPC scccssccssssevsessxsoaansencsvevacvensensa Feu b pae baeo toco pad ee pec epi eer pd VE 144 Applicable DISQDUIDS seriis print m REED EIU cR DE meee 144 Product Categoly usos tu bn oa ERREUR MEUM 145 Edit MA o c R orreee iTaE aot 146 Auto S t Min Days Max Days uettusitusteusi tus dace iiien eiaei 147 Auto Ser Nm Max s e E Te ROE ORCC eRe RT ete 147 Receive Ordean ee re E E E R a i Du due 147 Adj st CODI ae iiti o vase p E E E AR E 147 Oui k Enter UPC Toeren E A E E HRS 148 Product ORIG samet EOD E eee in neben pne E ae 148 Adding PROMOS M 148 Finalize tet dese usce Ure tive estu Eta estan astotu denna 149 oio dps M 149 Receiving an OI OE ias D arietinum DU pM pe m EE 149 General Misc Information Lau eonu
254. to select an amount each time the service is used This feature is typically used for up dos perms and other services that you charge different amounts for depending on how long the service takes Available for Preselect This option allows you to choose the services that will show up on the service buttons on the New Ticket screen Generally you will want to include all services S u pe rS a on Version 5 Software Guide Estimated Time to Complete Enter the average time it takes to complete the service This will be used by the Wait Time Calculator to estimate wait time for walk in and call ahead customers based on how much time is needed for the prior customers Note that SuperSalon will allow you to enter custom times for specific employees that will override this time Manager Tab Employees Service Times Employee Points Here is where you enter a point value for the service These points might be used as incentives and bonuses to encourage employees to offer certain services to customers thereby increasing the per customer transaction amount For example you might encourage your employees to sell trade up services Customer Points System The customer points system allows you to assign point values to services which are tracked for each customer so that they may earn free services For example a haircut might be defined as earning one point for the customer f Points to Credit The haircut is also assigned a point value f
255. to the customer information by choosing the appropriate buttons Children can also be added to the customer record Scheduled appointments series sales and gift information can be shown by selecting the appropriate button Figure 153 Customer Panel Showing History If you need to see a detailed customer history select the History button Customer personal information can be modified by selecting the Personal button Alerts that pop up at various times during the transaction can be added by selecting the Alerts button Select the Hair Perm Body Nails Skin and Color buttons to enter customer preferences and stylist notes about the customer Appointments gift certificates and series sales associated with the customer can also be viewed SuperSalon version 5 Software Guide New Customer Screen Default Screen gt N New Ticket Add New Customer Customer Type Accept Checks Figure 154 New Customer Personal Information Enter all customer information and select the correct gender button Select the Save button to save your data or Save And Use button to save your data and create a ticket To save time if you enter a customer name and or number on the customer search screen but do not find them in the system select New Customer on the Customer Search screen SuperSalon will automatically transfer their name and number to the new customer screen New customers can also be entered by selecting the Manage
256. tp 2 Figure 55 Tip Software Settings Tip Adjustments on Timeclock If enabled this feature adds a Tip Adjustment field on the Time Clock This field allows users to adjust their tips in the event they were entered incorrectly Subtract Tips on Close Out If enabled tips will be included in the total dollar amount to be balanced at Close Out A line is also added to the Close Out to add in the amount of tips Subtract Tips From Change on Checkout If enabled the system will automatically display the change with the tip subtracted so that the user knows exactly how much to take from the drawer that doesnt include the tip SuperSalon version 5 Software Guide Track Employee Tips If enabled an additional pop up will be displayed on the check out screen This screen allows the user to enter tip amounts for additional employees involved in the transaction Only Show Tip Prompt for Service Sales If enabled the popup for tips will only be presented for service sales Auto Credit Tip Employee If enabled a Keep the Change feature will automatically track tips which are generated from a credit card transaction When a credit card is processed through SuperSalon s integrated card processing system and a tip is entered the tip amount automatically gets put into the Employee Tips box These tips are carried over to the Payroll Report Force Minimum Tip Amount If enabled sets a mandatory tip of at least 1 00 for all transacti
257. tructions on the payment process using integrated credit card processing see Integrated Credit Card Processing on page 207 If you make a mistake you can undo the last entry by selecting the Void last Payment button When you have added the last payment type select Ring Out The receipt will print out the cash drawer will open and if Employee Tip Tracking is enabled Setup Tab Software Settings Sales Tips Track Employee Tips the Tip Tracking screen will appear The Ring Out button will change to Complete Sale When you are done with the transaction select the Complete Sale button Salon version 5 Software Guide If alot of your clientele pay with cash you can set this payment type or any other to be the default auto selected payment Setup Tab Payment Methods Autoselect top payment during ring out When a payment is made simply enter the amount and hit the enter key It will automatically use the top payment type Payment Screen Tip Allocation uf 2 Nf 7 Vv x ry f a vy Nf A ul z P f v NApptmotsg Autlur Gia Schecter Bn DEBERI SUD users Ew O D Successfully added 50 Cash payment to sale Figure 178 Payment Screen Tip Allocation Enter the amount paid select the payment method and then select the Ring Out button In the Employee Tips popup select Keep the Change or enter a different amount To split the tips with other employees enter part
258. ual fields These fields are used to determine if there was any data loss during the upload for the date in question These two fields should always match in number Salon version 5 Software Guide Figure 223 Monthly Financial Top 5 Discounts The last segment of the Monthly Financial Report is a list of the top 5 discounts used for the selected month This sections displays the amount discounted for each day in the selected month breaking it up by discount At the end of the section it lists the total amount discounted for the entire month by discount and then combines the figure for the total amount discounted among the five Because this section is only based off of the top five discounts the total amount discounted figure can potentially be less than the discount column provided in the top section of the report under service and product sales SuperSalon version 5 Software Guide Service Sales Reports Tab Services gt Service Sales Sales by Category ees Gross Discount Discount Refund Refund Net Void Voids 6 80 00 0 00 0 00 1 10 00 2 20 00 0 00 0 0 00 4 270 00 20 00 i 0 0 00 8 15 00 0 00 6 205 00 18 379 00 Keratin Treatment Add on Other Childs Haircut Hair Cut Bang cut Partial Hair Cut Wash Style Rollers Iron Style Full Foils 31 foils Highlights PreBook Other Specal Occasion up dos Style Womens Hct amp Style Hair Cut Partial Foils 11 30 foils Highlights
259. uct sale is also the employee who sold the item as well as the customer who made the purchase The time of the sale as well as the ticket ID for the displayed date is also listed When the report is brought up the option to display specific brands or all of them is available The option to only show certain employees is also given This report is primarily used when it s necessary to identify employees who sold a particular item and when that item was purchased c n n P Su pe ro alOn Version 5 ooitware Guide Inventory Report Reports Tab Products Inventory Clg Ey EEE E ae eee Figure 227 Inventory Report Inventory View The Inventory Report is actually multiple reports combined all designed to assist with managing Salon Inventory In order to get the most out of the inventory report it is important to make sure that the cost and retail value for each item is properly assigned as well as the correct category For information on configuring cost and retail for products in the SuperSalon system please see Products on page 140 Before the Inventory Report can be generated a starting and ending date range must be selected Most commonly the start and end of the month are used though this can be changed if the location has a different inventory cycle The first section that appears after selecting Generate Report is the Inventory View This view displays the starting inventory count and it s
260. unt you will be prompted to allow the transaction and add the account This override is there in case the certificate was purchased elsewhere Information about gift certificates can also be viewed under the customer history and under the Reports Tab Figure 182 Gift Certificate Information Prompt Account Found Salon version 5 Software Guide Using Gift Card for Payment Gift cards must be enabled and configured under the Setup tab Gift cards are issued and activated in the Card Terminal under the Manager Tab Manager Tab Card Terminal If the customer is using a gift card for payment select the Gift button for the Payment Method The Swipe Card box will pop up Swipe the gift card you can also hand key the card number if no card reader is available or if the card is unreadable enter the payment amount and select the Process button The system will ask you to confirm Confirm the information entered is correct and select the Confirm button The system will then process the transaction as it would any other sale To check the balance on a gift card see page 178 enter a customer s PIN number into Mo ts who accept PIN numbers will have an external i zs ce for customers to enter numbers into directly Process Button enter the Gift Card information Q 9 Vor Last Payment Rng on ED Figure 183 Gift Card Swipe Payment Once the system has processed the transaction the Pa
261. vice Bounce Back Enter the date you wish for the discount to initially be made available for selection as well as the date you wish the discount to expire This will allow you to enter an entire group of promotional discounts in advance For example if you receive a promotion calendar for an entire year you can enter them all at once Discounts appear when their start date occurs and disappear when the end date passes If you leave these dates blank the discount will immediately be accessible and it will not expire Supe rSalon version 5 Software Guide House Sale Only Requires Override If the discount applies only to a House Sale or Requires an Override check these boxes Discount Value This is the amount of the discount that will be subtracted from the retail price If you leave this field set to 0 you will be asked to enter an amount during the sale This allows the discount to be variable This works well for discounts such as Dollars off Percentage off Spin the wheel for your discount or other variable dollar or percentage off discounts that will be entered at the time of the sale Applies To If you select Line here the discount will be applied to any items selected If you select Subtotal the discount will be shared by any items you select For example if you have a 4 discount applied to Line each item you select will be reduced by 4 If you have a 4 discount applied to Subtotal part of the will be appl
262. vice Requests In System Setaetve Sisto ommison Reden E show You Button on checkout ee elses e Enable Price rows 4 Figure 52 Tickets amp Sales Software Settings Discounts Return to First Page If enabled during Check Out the discount menu will remain open and reset back to page one of the discounts after a discount has been applied to a service product Show Customer Information in Release Header If enabled it will populate the top of the Chemical release with the Customer s Name address and phone It will leave blank information that is missing Allow Edit Commission at Checkout If enabled Users will be able to re assign commission to a different stylist during Check Out eliminating the need to return the ticket back to waiting or servicing SuperSalon version 5 Software t Require All Tickets Closed Before Closeout If enabled the following message will appear during close out if there are any tickets left to be completed whether they be in waiting servicing or Check Out There are tickets still in Check Out All tickets must be completed or voided before the close out can be completed Enable Service Requests in System If enabled customer check in will allow services to be preselected prior to servicing Set Active Stylist to Commission on Checkout If enabled the stylist selected when a ticket is moved to servicing overrides any previously assigned stylist for commission Show Void button o
263. vide an extremely quick overview of employee performance The first section of the report lists the completed ticket total for the requested date range along with the number of voids redoes and walks Customers who were in waiting and then voided The next section is a list of various customer statistics followed by a section of employee statistics These statistics list the number of customers each employee assisted as well as their redo and request percentages The last segment of the report lists the actual redo tickets along with voids and modified tickets SuperSalor Mini Reports Reports Tab Mini Reports gt Selecta Report SuperSalon acknowledges that not every location may have access to a full size printer or that sometimes employees simply want a quick look at their own or perhaps the salon performance Because of this the Mini Reports are designed to print out of any of the supported SuperSalon receipt printers While these reports may not offer as much information or customization as their full size counterparts they are designed to be extremely accessible for locations that wish to use them For convenience each report can either be printed out by selecting print report button or it can be displayed directly to screen by selecting generate report Mini Production Report The Mini Production Report provides a truncated form of the information found on it s full size counterpart The miniature version of the
264. view individual resources under the selected category Resources and resource groups are created under the Manager Tab Manager Tab Resources Manage Resource Categories or Manage Resources You may need to use the scroll bumpers to view all resources and times Simply touch the bumper to move the view in the direction of the arrow Select an individual resource to view only that resource s appointments for the week SuperSalon version 5 Software Guide Appointment Scheduling Appointment Tab Schedule Services Sx 3 Armm Vin Gio scheduled pes ij WERE O d ESS Wi RO Today Select a time block to schedule an appointment Select anywhere in the established appointment to make edits f You can also schedule an appointment by selecting the Schedule Service button To schedule an appointment select a time block in a technician or resource column Select the Block button to black out a time the employee will not be available A note can be attached to the block Time 10 28 2011 5 30 pm ae To schedule a service select the Book Service button Select the customer using the Customer Search screen then select the Next button Figure 190 Selecting a Service or Block SuperSalon version 5 Software Guide The Select Service Category popup appears Select a category and then select a service Select Service Category Sor ECTS
265. w sections relating to the customer points system will appear throughout SuperSalon Manager Services Use this screen to set the credit points redeem points and discounts used to redeem points for services Manager Products Use this screen to set the credit points redeem points and discounts used to redeem points for products Sales Check Out In the check out screen you will be able to redeem the customers points Reports Customer Points This report shows the total points credited points redeemed and dollar amount of the discounts used to redeem customer points Allow Manual Changes to Customer Points If enabled Users will be able to adjust customer points under Manager tab Customers Customer Panel Add Points When Redeemed If enabled Customers will obtain additional points while redeeming points for service s and or product s Add Loyalty Card on Add Customer Screen If enabled this feature will add the ability to include Loyalty card information on the New Customer check in screen Loyalty Cards Able to Track Commissions If enabled this feature will credit stylists with Loyalty card transactions disabling will always credit these to House SuperSalon version 5 Software Guide Customer Lookup amp Tracking Setup Tab Software Settings Marketing Customer Lookup amp Tracking Software oftware Senne New customer entry mode Enter customer description when
266. when selected to Yes prints a service receipt when the customer is placed from waiting SuperSalon version 5 Software Guide to servicing The service receipt is useful to the employee performing the service by providing information about the client the client s history and the services desired on this visit Show Customer Color Card If you do color services this will show you the color information from their last visit before you service them When set to Yes the color information is printed on the service receipt Show Customer Perm Card If you do perm services this will show you the perm notes from their last visit before you service them When set to Yes the perm and chemical notes are printed on the service receipt Show Customer Hair Card When set to Yes the hair notes from their last visit will print on the service receipt before you service them Print Default Service Price If you select Yes on the line Print receipt when servicing customer you have the option on this line to print the default price of the service performed or the actual price services can be set up to have a default price but also allow a stylist to adjust the price as needed If you select Yes here the default price will print on the receipt Print Receipt for Quick Sales Set to Yes to enable receipts for quick sales Print Receipt Automatically This option allows you to choose if you want receipts to aut
267. yment Screen will confirm that the amount was successfully added to the sale and show any amount remaining on the card Select the Ring Out button to complete the sale If the balance on the card is insufficient it will only apply the available amount Another payment method can be used for the balance Calan Qe fi S u pe ro aio Version oOltWare GUI C Performing a Quick Sale Sales Tab Q Quick Sale C EE m gem a ll o Ahead t E2 I ITAL SELLE i Button for product If couse Luetiwa oops ae only sales Pet p d edi mir Figure 184 Quick Sale Some locations may wish to use SuperSalon as a Check Out Only system This method offers much less management of data but is quick and easy especially for busier locations To operate this way do not check in new customers instead we recommend using a sign in sheet or paper tickets to keep track of who is next in line The only interaction with the computer is to ring out completed customers If a customer is only purchasing a product or you do not wish to track waiting and servicing information use the Quick Sale button Since product only customers do not need any waiting or servicing tracking they should always be treated as Check Out Only customers When a customer is ready to ring out select the Quick Sale button and select the employee who will be assigned commission for the sale then enter the customer information and Save Quick
268. yment button again and you will be taken to the Payment screen to finish the transaction Select the Reverse Payment button to reverse a payment On the Tuition screen select a date range and select the Search button Select the payment to reverse and confirm The Payment Methods screen will come up Select the Ring Out button to finish the transaction Tuition payments can be viewed by navigating to the Reports Tab School Tuition payments Student Credit Student Grades Grades and credits can be assigned for services performed on mannequins This allows students to receive adequate grades and credits to graduate in a reasonable amount of time in the event there are not enough customers Qu alm n IOO A ry Anm J Supe rSalon version 5 Software Guide To assign credits select the Assign Mannequin Credits button then on the popup screen select the Add Service button select a service category then select a service Next select the Add Student button then the Done button To assign grades select the Assign Mannequin Grades button then on the popup screen select the Add Service button select a service category then select a service Next select the Add Student button enter a Service Grade and Customer Grade then the Done button Student credits and grades can be viewed by navigating to the Reports Tab School Student Credit Totals Student Credits or Student Grades Student Merge To merge two or more student records
269. yright issues are an exception as copyright is governed by the law of the United States No Assignment 10 The licenses granted pursuant to this License Agreement are personal to you an under no circumstances may be assigned or transferred by you without ROGERS SOFTWARE DEVEL OPMENT INC S prior written consent Any attempted assignment or transfer shall be null and void and shall result in the immediate and automatic termination of the license granted under this License Agreement

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