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SELL.IT 5 About Sell.It 5 Accessing the Sell.It

1. Reset YTD Merge Purge i Delete le Exit From this window you can also perform the following tasks Create a new customer by selecting the New button Refer to the instructions in this section entitled Entering a New Customer Edit an existing customer by highlighting it in the list selecting Edit and making any changes Post Sales annually to keep your customer information accurate by selecting the Post Sales button This function is typically used once a year at the end of the sales year When you select Post Sales all of your customers are updated so the amount in the This Years Sales field moves to the Last Years Sales field and the amount of This Years Sales becomes 0 preparing the customer for the new year Merge Purge customer records to remove possible duplicates by selecting the Merge Purge button There are two methods for performing Merge Purge When you select Merge Purge the Merge Purge window displays showing the total number of customers you have There is a button for each method Merge by Zip and Merge by Name The Merge by Zip method checks for customers that have the same zip code and similar addresses and names The Merge by Name method checks for customers that have the same name When you select the button of the desired method Run It searches through all of your customers for possible duplicates When a possible duplicate customer is found a window displays showing the name address and ph
2. Select Done 40 Customer Run lt allows you to keep detailed records of all customers It is useful to enter customer information to keep track of their purchases For layaways special orders rentals and On Account tender payment you must enter customer information You can review the address and phone number of your customers as well as the history of their purchases and preferences This also keeps track of buying club and account information for each customer Applying a Customer to a Receipt Enter the customer s phone number in the Phone field If the phone number is recognized the associated customer s name and address displays on the Sale Window You can then continue with the sale However if the phone number is not recognized do the following The Find Customer window displays with a list of all of your customers To find the correct customer you can use the Last Name or Phone search fields Find Customer Last Name cassidy 718 989 8789 45 Thompson Street Brooklyn 718 989 9874 87 Bastin Blvd Miles 718 989 9878 1044 Avenue M Brooklyn John 212 425 4647 One Main Street New York Mathew 212 564 9875 340 West 34th Street New York Klugman 212 695 8452 454 East 78th Street New York Rob 212 987 8788 640 First Avenue New York Bj 212 659 9877 23 Coverne Road New York Mary 212 989 7411 20 West 56st Street New York X Cancel A New Customer A Edit If you find the customer highlight his or her lin
3. Total 261 04 Print List le Exit From this dialog box you can also perform the following tasks Edit an existing cashed check by highlighting the specific cashed check selecting Edit Then in the Employee Check Cashing dialog box making any applicable changes to the Employee and Comments fields only The Date Time Register Name and Amount cannot be changed Employee Check Cashing Date 11 5 2000 Time 1 42 50 Phi Register Hame USER Employee USER Select Employee Comments Bonus check Amount 135 67 Print a list of the currently displayed items by selecting Print List Close and exit this dialog box by selecting Done e 98 Administration View X Barcodes This is used to view and update items that were sold as X Barcodes If you scan an item s barcode and it is not recognized and then you sell the item with an X or XT barcode the item displays in this X Barcodes list The list shows each item with the barcode that was scanned but not recognized If you do enter the item with this barcode into inventory the next time you login to Sell lt that item is removed from the X Barcodes list and its inventory is updated From the menu select Administration X Barcodes The list of all X Barcodes that are awaiting update is listed Each item shows its receipt number quantity price and the barcode that was scanned for the item When you are finished viewing the X Barcodes select Exit Pri
4. escrip ion Price Point BETTER y BETTER f ETTER Stock Description Settings Picture CAI Color 2 NOT APPLICABLE 34 24 00 24 00 50 00 0 00 299 50 50 50 50 49 50 A TI ew fh 2400 2400 sooo ooofaoo fso fso so so so so sl 2af 50 00 ooofaoo fso fso so 50 so so _ w h 2400 20 sooj oojoo so so so so so so On Hand Received to Date Sold to Date Current On Order Expand x Cancel dl rv 4 OK On Hand displays the breakdown of the units currently in stock Received to Date displays the breakdown of total number of units that been received since style s existence Sold to Date displays the breakdown of total number of units that been sold since style s existence Current On Order displays the breakdown of units that are on purchase orders and waiting to be received Expand changes the display allowing for viewing of twice as many lines of the style To return from the expanded view of the to the regular view select Compress Description Setting displays additional merchandise descriptions and style status information Picture displays a picture of the item e 44 Quick Find Selecting this button opens the Quick Find on wndow You can then use this to select the merchandise for this receipt by selecting buttons instead of having to scan the barcode Before using Quick Find be sure that you have set the desired Quick Find features thr
5. Close and exit the window by selecting Exit Dates ho Store E RIDER 7 3 2000 2152000 32222000 10 5 2000 ADDIDAS 10 5 2000 ADDIDAS SHO 10 5 2000 123 ADIDADAS 1075 2000 123 ADDIDAS 1075 2000 NIKE 500 00 e 72 Back Office Shipping If merchandise is not shipped at the time of the sale then it is placed in the Back Office Shipping function The shipping picking window enables you to track and choose the merchandise to be shipped to the customer Once merchandise quantity for each item has been entered then accept the shipment Once accepted the customer is removed from the Ship pick window From the menu select Back Office Shipping The Shipping Picking window displays From this window you can perform the following tasks Enter for ship to by date and select Search Enter Ship from Store and select Search Select Cancel to exit window Select Orders to AAA Ship from Store f A gt Clear Search Date to Ship fi A 4 2000 to 127 4 2000 ai Purchased By Ship To ltem to Ship From Store 1 On Recept 123 i Serial H umber x Cancel Select a particular customer by highlighting the box with the customer and receipt in the Purchased By section of the shipping window When a purchased by customer is highlighted the Items to Ship from Store section displays the merchandise designated to be shipped Enter the of pieces for each item shipped in the Ship Now
6. SELL IT POINT OF SALE USER MANUAL VERSION 4 Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Run IT Systems and Goldman Marcus Inc Goldman Marcus Inc All rights reserved 2001 Run It is a trademark of Goldman Marcus Inc ABU oa sooodescdss 5 Accessing the Sell It Module ooonnnnnnnnnnnnnccononacoaaoananononono nono aaa aaa aa aaa nn nn nn nn nn nn naar J RORE IN AE ee EE E AES 6 Alier Line Tem WNA OW a aa i aiaeei e aa i aaiae ai aaia aniisi amp PTE TOV MAMMA A 9 TOIT 1 TRIS ON iaa 10 DOL SS A AM nn ll A A E Pio E AA S O I OE A A E A E E S A ate I2 Performing a Basic Return Situation 1 Ask for Return Not Selected cccccceessesseeeseseeeseeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 12 Performing a Basic Return Situation 2 Ask for Return Selected oooocnnnnnninininononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn rr nn nn 14 Pertormine a Typical Smraight Exe Danae taria lila lid 15 LO A e A 16 NA A A IOE ETE SI AIE E coded EE E E 17 e 18 EnEn a E er ee er nee E 20 Motitains a i ey Ny aiii 21 Same Da Modi CA ONS aint recsicdnes 21 Aaron A 21 yO E 1 AEE E I I PR A 22 SPO EOE ia E E E 23 NeW Special Orders OT TE
7. 1 Lines 1 Items Purchased O Items Returned Credits D isc e ub Tae Sub Total Discounts wf Pap Other Charges DESCRIPTION Run lt manages five receipt types Receipt Gift Certificate Special Order Layaway and Rental Although similar steps are used to record the transaction different procedures need to be applied Only one type is permitted per transaction Tracks sales by customer To locate a customer enter the customer s phone number or select the Customer button to open the Find Customer dialog box To view details about an existing customer select the View Cust button to open the View Customer dialog box To assign a shipping address with a shipping charge applied tax rate and shipping method select the Shipping button Assigning a shipping address can only be attached to a receipt when a customer is assigned Attaches salesperson to the receipt as well as displays cashier amp store Sisprs If you want to track commissions and the productivity of your salespeople then entering the salesperson on the receipt is necessary Cashier A cashier can be recorded for each receipt Depending upon your system setup and or logon procedure the same cashier can be defaulted on every receipt or a prompt can request a cashier to logon on for each transaction Store Indicates the store number for this sale Punch In Out Employees can Punch In or Punch Out of the Time Clock Ready Da
8. All sales and returns on this receipt are voided and inventory records are changed accordingly A void stamp is marked on the Sale Window of the receipt being voided that reflects the login name of the person who voided the sale In addition if you are using automatic credit card processing software when you void a receipt in Run lt that has credit card payments those payments are automatically voided in your processing software but only if the receipt has not yet been settled If you void a receipt in Run It that has already been settled in your processing software you have to manually enter a credit for the amount of the sale in the processing software WARNING If you void a transaction this process cannot be reversed Printing a Receipt Listing You can print nine different views of the receipt listing While viewing the Receipt Listing window select the Print List button The Display menu is shown with a choice for each possible view Select the desired type of list shown below you want to print and select OK TYPE DESCRIPTION No Customer The current list of receipts without any customer information Information Customer Name and The list of receipts along with the name and phone number of the Phone customers who made these purchases Customer Name The same as Customer Name and Phone plus each customer s address Address and Phone Mailing Labels Prints only mailing labels for each of the customers who have receipts on
9. Heady Date Alteration Charges Alteration Change 50 00 Ready Date 43122000 ul Ready for Pick Up To use the Ready for Pick Up function refer to the instructions in this chapter called 222 49 Shipping Items on a Receipt Run lt can attach a shipping address to a receipt that has an assigned customer Once a shipping address is created it is permanently listed under the customer s name for future shipping NOTE Run lt can calculate freight a charge based upon the total of unit sold shipping weight or dollars purchased Run lt assigns a default freight calculation using a shipping table applied in the File options In addition the style s weight must be entered into the style s definition Select the Shipping button on the Sale Window Select Find Shipping Address A list of the customer s Ship To addresses displays Shipping Information Phone A arte Units Shipping 1 Shipping Weight 0 Shipping Method y Freight Tax Rate You can either use one of these listed or select New or Edit to enter a new Ship To address Customer Ship To s x Cancel E If the Ship To address that is being used is not listed select New Enter all the information for this Ship To or select Copy from Customer to copy the information from the main customer Select OK to save this Ship To If you need to modify a particular Ship To highlight it and select Edit Ship To Tite i
10. Sale A pe icy All 11 26 2000 to 12 4 2000 Summary Only lop urchases AAA AAA AA Pa Run Report Se Clear Search In the Group By field select the button for the desired group Or select the Custom button if you want to specific your own group If you select Custom a secondary window is shown From the list on the left of all possible groups highlight the group you want to add to the report Then click the red right arrow to move this group to the right side of the wndow Continue to add up to 2 more additional groups If you need to remove a group highlight it under the Report Groups listing and select red left arrow When all selections entries are made select OK Select the Sort By button to select the sorting method for this report If you select Style as the sort method style number sorts the report in numerical and alphabetical order All of the other sorting methods are presented in descending order Sort By Under the Detail Categories and Sales Dates sections enter or select the criteria for the merchandise you want to appear on this report 74 Under the Markdowns section make a selection based on the following If you select All items sold with register markdowns items sold with back office markdowns and items sold without any markdowns displays on the report If you select Register only those items sold with register markdowns displays on the report If you s
11. completely tendered before deducting merchandise quantities from inventory We recommend that once the position of this option is set do not change it while merchandise is on layaway By default this option is set to deduct inventory at the creation of the layaway NOTE From Run It s accounting point of view Layaway merchandise is placed in an Inventory Holding account Asset until the merchandise is picked up and all payment is tendered Deposits Payable Liability offsets the Inventory Holding to balance the General Ledger This committed Inventory Holding account allows for this Layaway merchandise to be added into and subtracted out of Run lt and other exported accounting reports Layaways and Special Orders share the same inventory update setup option Once selection is made in the options on when to deduct the inventory from layaway both receipt types treated inventory exactly alike e 16 New Layaway From the menu select Register Run Sales The New Receipt window displays Select Layaway In the Phone field enter the customer s phone number If this phone number is not recognized the Find Customer dialog box displays with the list of all existing customers You can either select an existing customer or enter a new customer You MUST enter customer information for a layaway since you need to track the customer s payments and be able to recall the layaway in the future In the middle of the window click on the cell bene
12. From this window you can also do the following Enter a new payout by selecting New Refer to the instructions found in this section entitled Creating a New Payout Edit an existing Payout by highlighting the applicable line Payout selecting Edit and making the necessary changes Print a list of the currently displayed items by selecting Print List Close and exit this dialog box by selecting Exit e 95 Administration Punches The Punch listing displays when your employees have punched in and out on the time clock This helps you keep precise records of your employees hours From the menu select Administration Punches A list displays showing each employee his or her time in and time out and hours worked each day To view the desired list of punches you can enter a range of dates or a particular employee s login name You must enter a store number After you have entered the criteria select Search You can limit the list to the hours of only one employee by entering that person s Login Name and selecting Search Dates to NE 2 Clear Search Search Store fi Login Name ae i Name Store Timeln___ Time0ut Hours 1 9 35 004M 5 14 00 PM 1 9 30 004M 5 30 00 PM 12 3 2000 DAVID 12 3 2000 TED 12 4 2000 STEVE 39 8 0 5 30 00PM 8 4 Yv Totals o o From this dialog box you can also do the following Enter a new punch by selecting the New button Refer t
13. Gift Cert field for tracking purposes and Run It assigns the receipt as the gift certificate NOTE Unless you have selected the Must Enter Customer option through File Options it is not mandatory that you enter a customer for a Gift Certificate However it may be useful for tracking and reporting Select Register Run Sales The New Receipt window displays Select Gift Certificate At the top of the window in the Phone field of the customer purchasing the gift certificate You can use the Find Cust button to search for the desired customer or create a New Customer In the middle of the window in the Phone field enter the phone number of the customer for who the gift certificate was intended You can use the Find Cust button to search for the desired customer or Create a New Customer In the Gift Amount field enter the dollar amount of the gift certificate If your store uses preprinted gift certificates enter the number from the preprinted certificate in the Our Gift Cert field Gilt Certificate Purchased for Phone 111 222 3333 Bradford Angela 123 Main Street Anywhere US 11111 O Find Cust OO view cu Gift Amount 25 00 Our Gift Cert 392840 When you are ready to accept payment from the customer select Pay Select one of the following tender types Cash On Account Travelers Checks Enter the amount of the installment using either the k
14. O Lines O ltemse Purchased Credits Disc Reprint Recall Hald From Wuate Sub Totals ub T otal Discounts Other Charges Tax To view the previous installments on this layaway select Lwy SO Info The Layaway Special Order Information window displays with a list of each payment along with its date tender type and amount Select Exit to close this window Layaway Special Order Information Information Date Tender amount Status Open 54 2000 T a Units Picked Up o Amount Picked Up 000 Penalty 000 Date Closed Po Credit lesued ETT View Payment Our Layaway f Special Order Our E Hodiy laparna special lider Cancel Layaway S pecial Order e 29 When you are ready to accept payment from the customer select Pay Enter the amount of this installment Based on the tender type selected do one of the following Cash On Account Travelers Checks Enter the amount of cash given using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Select the button for the tender type of this installment and enter the amount of the installment NOTES An installment of a zero amount is permissible only if cash is the selected tender Run It however displays a warning message to
15. Sales Spiffs Number of pieces this salesperson sold minus the number of pieces he or she had sold that was returned Net sales for this salesperson Number of receipts on which this salesperson sold at least one item Number of receipts on which this salesperson sold more than one item Total price of items that this person sold that have a commission rate set in inventory Total Sales not including Item Based Commission Sales that are the result of both non commissioned employee based sales and commission based employee sales Total dollar amount of spiffs earned Once you have finished reviewing this salesperson s activity select Exit to return to the main list of salesman activity When you are finished examining salesperson activity select Exit 94 Administration Payouts The Payouts Listing shows information about each payout Payouts refer to cash taken out of the cash drawer that is used to pay for expenses From the menu select Administration Payouts The Payout Listing displays showing a current list of payouts The Total field at the bottom of the window contains the combined amount of all payouts on the current list To view the desired list of payouts enter the range of dates and or store number and select Search to fi 24 3 2000 a Clear Search Search Date A ESE AA EA EAS 2 3 2000 3 03 02 PM 1 USER STEVE Cleaning Supplies 12 3 2000 3 03 59 PM 1 USER UPS Freight Print List
16. Salesperson button becomes the Family Member name Tax Allows you to change the tax for the current line item When you select the tax button the Tax on item window displays PAY Dialog Box From this window all monetary transactions take place This window is specially designed to allow for split payments on one receipt and other functions such as Credit card swipes PAY On Account M Print Gift Receipt Payment A Total Payments 8999 Amount Owed 0 00 Change Due 0 00 Tender Amount Amex 09 99 FIELD BUTTON DESCRIPTION Tender Types The first three rows of this window are devoted to the customer s payment method Before typing in the amount paid the cashier must know with which tender type the customer is using The first row is devoted to cash and credit transactions while the second is devoted to check traveler s checks bankcards on account and other The third row is devoted to other currencies and can be configured through File Options Numpad Used to type in the amount of each payment Users can use their keyboard mouse or the touch screen Payment Payment Displays how much of a certain tender the customer is paying Display Total Payments This displays the total amount of all tender payments added together including split payments Amount Owed Displays the amount still owed if the customer has not yet paid in total Change Due Displays the change owed to the customer after enteri
17. When the original customer comes back you can restore his or her receipt and finish the sale It is important to note that a receipt cannot be put on hold if payments have already been made on it Therefore you cannot Hold layaway or special order installments that are not the first installments In addition when restoring the receipt makes sure that you are first on a blank register window Only one receipt can be held at a time If you have a receipt on hold and then hold another one the original receipt is lost and cannot be restored To hold a receipt select Hold and process the next receipt RecallHotd To restore a held receipt display a blank sale window and select Recall Hold The receipt now displays on window and you can complete the sale More Button Allows you to enter additional tracking information for a receipt Reasons for Discount and the other Receipt category fields contain optional pre defined information pertinent to your business The information entered into the fields as well as the receipt category labels are in File Options The More window only displays receipt categories that have been setup Select More Enter the applicable information and select OK Receipt Extras Reason for Discount En PLOYEE weather SUNNY y Advertisment MAGAZ NE Gender Profile gagFi83 X Cancel NOTE When reviewing receipts the More button becomes the Reprint button This can then
18. also perform the following tasks Viewing an existing receipt associated with a specific line by highlight the item and select View The sale window for that receipt displays Alter the contents of a receipt by selecting Adjustment Refer to the instructions in this section entitled Adjusting a Receipt Item Select the Print List button You can print four different views of the receipt line item listing The Display menu is shown with a choice for each possible view Select the desired type of list shown below you want to print and select OK TYPE Date Receipt Brand Style Fill in Fill in Only What s in Stock DESCRIPTION Sorts the receipts by date and receipt number Sorts the receipts by brand and Style Sorts the receipts by date receipt and includes on hand quantities Includes items that have an on hand quantity of least 1 For Rental line items a Rental Merchandise report of the listed items is printed Close and exit the dialog box by selecting Exit e 69 Entering Advanced Search Criteria The Advanced Search tab provides many criteria for searching through your receipts You can use nearly any combination of criteria to find the desired merchandise The following provides a brief description of each of the search criteria on this tab FIELD DESCRIPTION Dates From to Last Installment Dates From to Has Credit Left 30 Days Inactive Has Markdowns X Barcodes Shipping Not Shipped Shipped
19. an internal adjustment receipt whereas next day modifications do create an internal adjustment receipt WARNING If payments are deleted manual changes need to be reflected in any third party Credit Card Processing software To make a Same Day Modification do the following From the menu select Register Run Sales The New Receipt window displays Retrieve the special order by following steps 1 2 of Updating a Special Order Change the necessary merchandise information on the Special Order Select Pay and Tender If the changes result in more payment add payment If the changers result in an over payment Run lt offers the options for store credit or reimbursement of over payment If there is there no change in the amount of payment select Cash OK and Yes to indicate a zero payment To make a Next Day Modification do the following Retrieve the special order by following steps 1 2 of Updating a Special Order Select Lwy SO Info In the Layaway Special Order Information dialog box select Modify Special Order Layaway Special Order Information Payments information Dae Tender Janout So E 5 2 2000 Cash 10 00 Units Picked Up 0 Amount Picked Up 0 00 Penalty 0 00 Date Closed Credit Issued 0 00 Our Layaway Special Order Our Cancel Layaway Special Order Modify Layaway Special Order Exit a A new active Special Order receipt displays on the wi
20. and the total cash starting cash cash sales This tab provides a list of the pickups taps and payouts for the day The Payouts list displays each payout along with the register that made the payout The Pickups list displays each pickup and the register at which it was made Receipts Total number of receipts This includes only new receipts not installments New Layaway SO Total number of new layaway and special order receipts Layaway SO Installments Total number of layaway and special order installments received Gift Certificates Total number of gift certificates issued Voids Total number of receipts that were voided on this day No Sales Total number of No Sales performed Units Sold Total number of units sold minus the number of units returned Price Changes Number of point of sale markdowns and price changes Avg Units Receipt Average number of units sold per receipt rounded to the nearest unit Avg Sales Rcpt Average dollar value per each new receipt for the day Avg Price Item Average price for each item that was sold or returned during the day Reimbursed Total dollar amount that was reimbursed to customers during the day New Layaway SO Total dollar amount of layaways and special orders entered on this day Layaway SO Install Total dollar amount of installments paid toward layaways and special orders Shipping Total dollar amount of shipping charges on receipts Alterations
21. applies a discount to an entire receipt Quantity discounts Quantity Pricing automatically administers discounts to scanned barcodes when pre assigned quantities are reached To use Quantity pricing you must have previously recorded the Quantity Pricing barcodes in the inventory Back Office Markdowns Automatically administer price markdowns to the store s inventeory Timed Sales automatically begins and ends sales for the stores s for a certain period of time If you have setup the option to warning of negative on hand quantities a message displays once the sale is complete setup this feature through File Options Point of Sale If you have setup the option to warning of negative on hand quantities a message displays once the sale is complete setup this feature through File Options Point of Sale e 11 Returns A return invoice is essentially the reverse of a sales invoice lt records the return of merchandise into inventory and the paying out of a tendered amount Return receipts share the same numbering sequence with sale buy receipts and are stored with them in same history files Performing a return allows you to give the customer store credit a reimbursement or an exchange for merchandise previously purchased The windows for sales and returns are identical except that returns are always highlighted in red When goods are returned they are automatically put back into stock and returned dollar amounts deducted from the cur
22. at the bottom displays the total amount of the listed tenders Dates 9 7 2000 to g7 7 2000 Store ac A Searc Reg Tender I Show ONLY Reimburse Pa Clear Search Card Number MICA Account Po led Clear Searc ae ine recia Tarde Eadiinter Guten anoint a BF F2000 5 11 37 PM 1 USER Mastercard a a fA000 5 13 12 PM pa 1 USER Amex Lucas Jer BF F2000 5 16 32 PM 46 1 USER Mastercard Meltzer Todd 9 7 2000 5 30 36 PM 47 1 USER Cash SMITH BOB 9 7 2000 56 06 33 Ph de 1 USER Amex Meltzer Todd BF F2000 6 07 25 PM 49 1 USER Amex SMITH BOB 9 7 2000 6 14 45 PM 5 1 USER Mastercard Meltzer T odd a F2000 6 23 01 PM 1 USER Mastercard Lucas Jerry AM A ET Erint List To view the detail of a specific tender highlight it and select View The Tendered window displays showing detailed information for the payment 3722000 A Total 885 00 Print a list of by selecting Print List When you have finished reviewing the Sale Tendered Listing select Exit e 68 Back Office Receipt Line Items This is used to review each item of merchandise that was sold returned or rented on receipts Each piece of merchandise sold on the current day and store displays on window with the receipt number product and salesman information You can change this list to the desired list of merchandise by entering search criteria From the menu select Back Office Receipt Line Items To view sold merchandise search using t
23. be in the parent s record View Customer Last CONSTRUCTION INC Company Name JE CONSTRUCTION INC Title First Personal ID Ea Ah A Address Comments ShipTo Receipts Merchandise History Restrictions Personal Account Children Smith Mary New york Ny 212 654 9878 0 Kern Mew ork 212 555 6996 Jake New ork 212 987 0707 Thefish New ork 212 987 9878 Thurston New ork 212 987 0111 e 89 Establishing a Buying Club Account This function allows you to include the customer as part of your buying club While viewing the Account tab File Options Iw a E e 90 Administration Register Listing A Register Activity List displays a current list of each store s register activity The Total fields at the bottom of the window contains the combined register activity for the current list To view the desired register activities enter the range of dates and or store number and select Search From the menu select Administration Register Listing The Register Listing window displays Dates fi 27 3 2000 to fi 2 3 2000 a Clear Search Search Store USER 1273 2000 1 200 00 260 60 Totals 60 60 0 00 0 00 260 60 0 00 0 00 Review the register activity of a particular register and date in more detail highlight its line and select View Register Date 127372000 Store E Register USER Cash 60 60 4 Starting 200 00 100 s PA Amex 181 1
24. be selected to print another copy of the receipt e 52 Quick Transfer The quick Transfer button allows you to create Inter store transfers while at the Point of Sale Each Quick Transfer is listed along with other Transfer Orders in the Move lt module Select Quick Transfer The Quick Inter Store Transfer dialog box displays Under Select Store to Transfer TO highlight store to transfer to If there is only one possible store to transfer it is highlighted by default 1 Select Store to Transfer TO 2 Scan Items Barcode fi 123450022 Size Based Accepted Barcodes 6 Errors 0 1123450009 1123450012 1123450019 3 Finish Up X Cancel SA Finish Transfer Scan the barcodes The accepted barcodes are shown in the list as are any errors from unrecognized barcodes Select Finish Transfer e 53 Register Payouts A payout is used when money is taken out of the register to pay for an expense e g to buy a broom for store maintenance or to pay a COD charge The Payout function allows you to keep track of these expenditures ensuring that the register closeout totals match The Payout can be reviewed in the Payout section of the Administration From the menu select Register Payout In the Pay To field enter the name of the person or company being paid with this payout In the Comments field enter a brief description of this payout Date 5 1 722000 Time 7 24 13 PM Register
25. confirm if the zero amount is correct and ask if you want to proceed Split payments are not permitted as installment payment As a result there is no Done button Select OK A receipt prints the installment on this Special Order If the customer has paid the balance for this Special Order in full you are prompted to indicate if the customer is picking up all the merchandise on this Special Order If so select Yes Any merchandise on this Special Order that has not yet been picked up is removed from inventory and the order is closed If not select No The Special Order remains open Then when the customer does actually pick up all the merchandise simply retrieve this special order select Pay and then select Yes to say that all the merchandise has been picked up e 30 Closing a Special Order Run It recognizes some Special Orders need to be closed when either the customer does not pay the remaining installments or simply does not wish to purchase the merchandise When goods are returned the returned dollar amounts are deducted from the current days receipt totals If the File Option was chosen to automatically deduct merchandise from inventory when the Special Order was first created then items are put back in stock Alternately if the option was to deduct merchandise upon completion of the Layaway then no changes in stock quantities once a layaway is closed From the menu select Register Run Sales The New Receipt window d
26. dus acs Gueaeadsedea recs E sabeeacanaesedes eeeedeoss 47 COMER RECAP JUN CUONSSONG CS dass 48 SEAL NIDO A A A AAA SR AAA AA AAA AAA A A O 48 Linked Hem ii ici 48 O A a ee 48 A O O A A A NC E 49 TIA A A A inna ie nes Maia a ia 49 SHPINE emis onra Recoleta 50 AA Pm E a aad ea telaeteacannetvacaidedaaareesoataaaes 52 COA ea E E E EAE A acento E E E EE E EA emaceekeeetucs 32 Holdin a A aA A 52 M te BUON aane e AA AA AAA AE A A EE A E E 32 Sa A O SA a O A A IA AI 53 REGISTER ia A A desa 54 VA O O o o San nehersctaateteeatagds 54 O E JI Takin Money Out Or the RESIS ber snp esa aA aa aAA aaea E AAN E 55 Addins Monev tothe RCO eLp a wate a T 55 NOME aio 56 REM CIA I as cresiescecrecisantiaae aus sete aaa iaaeae Sasseee a oon FAS on een dae ac Fd OR as 57 Closino Oura Rer a End AVUI oE e a a J7 DUES E coa is 38 Creating a New Quote carcani a a A A A A A A A a a Ena 58 SEMAL OA Outes dd 59 PC ISI A sete ast ua dere E 60 Creatine a New Reo Sy aniue a a a a a iodo 61 Seline onra A E R 61 ME o ds 62 A NY E etre Se meee RAT te SPR rue ee Rn NR Ee re ee eR Rent ee ree 63 iat A aaa 65 KOO LA T Sa eee ECT RE ROR eee PUR TINS URAL ORS TY TNA mmm RE Tas ORT naa Oe ETE TED Re S 65 ENTE AMC A Ata 66 NIE RE a 66 VOI RECO Dr dt tdo 67 nan A eee eer 67 DONT ELE EN O aar A E A N a a leila ic Sat eee ue cadena aa ices 68 IC COLE TAS MENS A aa 69 Em rno Advanced Scaricare sk ll dolo Sk a ne o ets Ni te dd 70 AUS a Receipt WUC IN css a E E 71 OS A
27. eae ee ass 96 UNOS 2 Se A eet ee ee ee ee eee ee ee eet ee ee 97 PRIN IOV CEC CCK COSNCE a rE R cempemee tents cematec ne dents ieotente AEREN A ARAN N ANN AA ENNE 98 MAP N 99 A PP o o 100 IC VERIFY CREDIT CARD PROCESSING casas A A A Ii 100 Credite ard Be M esa eheaace teases tel cacan sere ade tel enaae ie ot te telson tee rea de EE teeta ac telat 100 ADA N Dosta et heel Sah e eh tft 102 PADIN IE ws ein oA is etc sd o soe be is ee 102 Sarino a PCAN WV Wiele SESSION Le f 28a ce od bt e o len et Lo en e ll e Le bl ee el ll a ON te deat 102 Ending aPC Any were SE 102 GV A A ORY ene PT OO AY TORT ORE EN oo MONET RET PSR TN E A EME ee Pe eter rey ee 103 Beoimnineson Day and Endor Day Basie SUS CCl OAS A it a A a 103 SLEDS Tor Bes iii Dir sonia AR 103 Steps tor closins UC AL mont pa tesacteeccea eee E actee cee eet ota einen ete acta A Les eee 103 WY 0 21 G10 10 cal 8 lee te mene eRe E ROT a POPC RSA RC RTE REE OT are ee eee I nc eee en ee enn ee tea ey nae rare ee 104 PM eae ais Sn cae acai A ure Soa ica 104 How Should the we setup for polling each Mi Gh a 104 How Do we know if polling was successful each night cooooooconncncoconononononononononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnininoss 105 AD DCNGIX Es OANE UP TIMP LOVCCS a ill a illa 106 Seti Up a New Pe MDlO VCC cg tecccacks Sele etecec da 107 seltino Up an Employes s SCMCCUI Cs cits cla ie a la rula lo A ella do e lll la cla cach ke aula 108 ECU li 109 AHU
28. have the added functionality if enabled in the File Options to create purchase orders for those items selected by the special order A Special Order is initiated when the Special Order button is selected at the top of the New Receipt window Once the customer name is recorded merchandise can be added an installment payment can be tendered and the Special Order receipt can be printed There are no limits on the number of separate installments a customer can tender A Special Order will remain open until a full payment is tendered and the customer picks up the merchandise or if the Special Order is closed and installments are reimbursed or issued a store credit Special Orders share the same numbering sequence with other receipt types As with all recorded receipt information Special Orders cannot be voided the next day Once a Special Order has been created any changes to the selected merchandise Adding or Subtracting requires specific procedures to be followed dependent upon whether the changes are made Same Day or Next Day For more information refer to the instructions in this chapter called Same Day Modifications and Next Day Modifications Special Order requires a customer to be attached to the receipt This requirement establishes the link for updating the customer record The customer record holds the information regarding receipt merchandise last installment date and amount due Run lt offers two alternative
29. highlight the line item you want to modify select Alter Line Item The Item Status dialog box displays Make your selection based on the guidelines provided below When all selections entries are made select Exit FIELD BUTTON DESCRIPTION Selling or Returning When selected allows you to switch this item from a sale to a return or vice versa The button that is selected defines the current status of the item Quantity When selected modifies the quantity of the item that is being sold or returned When selected enter the desired quantity and select OK Pick Up Status Applicable for layaways and special orders only Allows you to set the quantity for the line item that the customer is currently picking up You should use Pick Up Status every time a customer picks up an item from a layaway or special order unless the customer is making a final installment This ensures that your records and inventory remain accurate When you select the Pick Up Status button the Pick Up window displays Enter the quantity that the customer is currently picking up Then select OK Ship Out Status Applicable for shipping receipts only Allows you to set the quantity on this line item that is currently being shipped You should use Ship Out Status every time that you ship an item from a receipt unless they re shipping out the entire receipt When you select the Ship Out Status button the Shipping window displays Enter the quantity that is currently being sh
30. made the sale for this receipt enter the login name of the salesperson in the Salesperson field The salesperson entered in the Salesperson field is the default salesperson for each line item on the receipt However you can change the salesperson for each line item to allow for split commissions If the salesperson who sells the items usually rings up his or her own receipts you may want to select the Salesman same as clerk at first option through File Options The salesman who logs on is the default salesperson on the receipt Adding a Salesperson to a Receipt Type salesperson s Login name into Salesperson field If the Salesperson is recognized you can then continue with the sale However if the salesperson is not recognized skip to step 2 The Find Employee dialog box displays with a list of all of your employees You can search through the list of employees by entering the first few characters of the salesperson s Login Name in the Login field Highlight the desired salesperson and select OK That person has now been assigned as the salesperson to this receipt Find Employee Login Changing the Salesperson for a Line Item If you want to change the salesperson for a particular line item on the receipt highlight that item and select Alter line item The Item Status dialog box displays Select Salesperson User The Find Employee dialog box displays with the list of all employees You can search through the list
31. number pad Once payment is complete select OK The receipt is printed NOTE An installment of a zero amount is permissible only if cash is the selected tender Run lt however 24 displays a warning message to confirm if the zero amount is correct and asks if you want to proceed Split payments are not permitted as installment payment As a result there is no Done button Select OK The cash drawer opens and a receipt prints for the installment on this Special Order If you enabled Create PO s from Special Orders through File Options you are prompted to create a purchase order for the items on this special order By default all items and quantities listed on the Special Order are selected Do any of the following Special Order Select the items to place on a PO and press OF Press Cancel to Skip making a PO Jaw end Sve See peron aj ilova __ ssrseans ws os fashion ane x Cancel Deselect any items that you do not want to be written to a Purchase Order Change the quantities to any item listed You cannot request quantities greater than what is listed on the Special Order Select Cancel A Purchase Order is not created however the item is stored in the Make Special order function Then at a later time these Special Order items can be consolidated and put on a purchase order NOTE Only those items that belong to brands with attached vendors can have orders automatically created for them These purc
32. owed to the customer Select the tender types and amounts for the reimbursement Run It accepts split tender on reimbursements When you are ready to reimburse the customer select Done The cash drawer opens and a receipt prints e 13 Performing a Basic Return Situation 2 Ask for Return Selected On the New Receipt window select the Return button The Select Items to Return dialog box displays In the Enter Old Receipt field enter the number of the receipt on which the item being returned was originally bought If you don t have the old receipt number select Cancel and then continue with the return using the previous method Select Items to Return Return receipt from another store Store of Original Purchase J Enter Old Rocoiptit 33 Show j1 Select Show Each line of the original receipt displays along with any freight charges alteration charges and discounts Select the lines of the items being returned so they are highlighted in red Select Items to Return Return receipt from another store i E Store of Original Purchase he At be Show Quan Style Ext Price Extended SlsCode 1123450019 56787 445 MO Mens Dress Shirt 119 00 119 00 USER y Select Deselect A Discounts Given Alterations Charged 20 00 Freight Charged 15 00 X Cancel J DK Select the OK button Total 89 95 NOTE If The Return Reason was selected through File Options a
33. picked up Items must be returned by highlighting the item s and selecting Alter Line Item Then select Pick Up and type in a negative quantity to indicate the of items being returned Continue for all items that are being returned From the menu select Register Run Sales The New Receipt window displays Retrieve the layaway by following steps 1 2 of Updating a Layaway Select Lwy SO Info Select Cancel Layaway Special Order In the Close Layaway dialog box select the reimbursement type No Credit Store Credit Reimburse Close Layaway Layaway Doe John No Credit Store Credit X Cancel Reimburse Paid 20 00 Credit 15 00 When closing a layaway there are three options No Credit means that the customer receives no refund for any of the payments made on the layaway To issue no credit select No Credit Then select Done Store Credit prints a receipt for store credit that the customer may use toward a future purchase To issue a store credit select Store Credit If charging a penalty enter the penalty amount you are charging and select OK The amount of the Store Credit is shown in the Credit field Select Done to print the receipt for the store credit Reimburse means that you pay the customer for the amount you are refunding To reimburse the customer select Reimburse If charging a penalty enter the penalty amount you are charging and select OK The amount being reimbursed to the customer is shown in
34. setups in regards to updating inventory quantities on Special Order receipts The first alternative recognizes that some retailers prefer to immediately deduct the merchandise from inventory when the Special Order is first created Using this approach merchandise on Special Orders would not be counted as part of the stores on hand inventory When reordering merchandise you may want to know that the quantities you see in inventory are indeed the quantities available for sale The second alternative acknowledges that in many businesses the quantity of merchandise on Special Orders is so small relative to the overall inventory that Special Orders have no noticeable effect on inventory reports Thus some retailers prefer to wait when the Special Orders has been picked up and payment has been completely tendered before deducting merchandise quantities from inventory We recommend that once the position of this option is set to not change it while merchandise is on Special Order By default this option is set deduct inventory at the creation of the Special Order NOTES Layaways and Special Orders share the same inventory update setup option Once selection is made both receipt types treat inventory exactly alike From Run lt s accounting point of view Special Order merchandise is placed in an Inventory Holding account Asset until the merchandise is picked up and all payment is tendered Deposits Payable Liability offsets the Inventory Holding to balan
35. the Credit field Select Done When the Tender for Reimbursement window displays select the button for the tender you are using to reimburse this customer Select OK e 20 Modifying a Layaway Sometimes Layaways are modified to add or subtract merchandise and or change the quantities listed The process for modifying a layaway depends upon when the specific layaway was created or last modified Same day modifications do not create internal adjustment receipts rei are deleted during either type of layaway modifications manual changes needs to be reflected in any third party Credit Card Processing software Same Day Modifications From the menu select Register Run Sales The New Receipt window displays To retrieve a layaway use steps 1 2 of Updating a Layaway Add or subtract the relevant merchandise on the Layaway Complete the receipt following Pay If the changes result in more payments select tender and enter the applicable amount If the changers result in an over payment Run lt offers the options to issue store credit or reimbursement of over payment If there is there no change in the amount of payment select Cash OK and Yes to indicate a zero payment Next Day Modifications From the menu select Register Run Sales The New Receipt window displays To retrieve a layaway a use the steps 1 3 of Updating a Layaway Select Lwy SO Info Select Modify Layaway A new active Layaway receipt displays on the window that d
36. the current list Reprint Receipts Prints another copy of each of the listed receipts Customer Balances Customers with receipts on the current list and how much they owe toward layaways and or special orders Customer Receipt Customers who have layaway and or special order receipts on this list and Aging how much they have owed toward these receipts for 0 30 days 31 60 61 90 91 180 and for more than 180 days Receipt Aging Customers with a list of each layaway and or special order receipt on the current list that they still owe money toward This printout shows how long each of these receipts has been opened and how much has been due for 0 30 31 60 61 90 91 180 and more than 180 days Receipt Aging with Similar to Receipt Aging but this printout also shows a breakdown of the Payments payments on each of the listed receipts e 67 Back Office Tendered Listing This allows you to view the tenders for each transaction This helps you find discrepancies between the computer and the actual cash drawer The Tender Listing also allows you to review credit card information From the menu select Back Office Tendered Listing The list of all of today s tender displays If you want to change the list of tenders that displays enter search criteria in the fields at the top You can further limit the list to show only reimbursements by selecting Show ONLY Reimburse Select Search and the desired list of tenders are displayed The Total
37. want to specify security settings When the desired employees name is shown in the list highlight the name and select the Security button The Security dialog box appears User JUSER Check All Uncheck All General Point of Sale Customers Transfers Purchase Orders Inventory Payables Know It Maintenance IV Use Sell It IV Use Move It Use Set IV Use Order It ee Y Change Setups IV Use Pay It IV View Store Information IV Use Know It V Modify Store Information IV Use Call It Contacts MV Delete Store Information 7 Use Link lv New Employee IV View Employees TA tl MV Modify Employees v Use Tag tt Y Delete Employees IV Use Bill It IV Change Security for Employees MV Use Count It JV Use Post It JV Use Simulator JV Use Practice Mode Print to Report Printer Print to Receipt Printer x Cancel l Select the tab General Point of Sale Transfers Purchase Orders Inventory Payables Know It Maintenance of the section you wish to set access on for this user Use the following buttons as applicable Y Punch Employees In Out Check All Automatically enables all of the checkboxes for this user s security access This means that this user now has access to all parts of Run lt Uncheck All Automatically clears all of the checkboxes for this user s security access This means that this user has no access to any part of Runt Print Prints a list showing the co
38. 8 2 Payouts 50 s po o Tt Master Card 668 93 2 ies i 20 s A ss NES 1 Actual Cash dd Po Discover Ea Difference Js Alles ASIN Reimbursed Po 0 00 a Credit Sales 1o1249 T s am On Account iis j Quarters 10 Checks E Dimes BE Travelers Cks Nickes Other MEE Pennies z Total 9 07308 Reaister Activity To print a receipt showing the displayed register activity select Register Activity This receipt is identical to the Closeout Receipt The expanded Register Activity window shown above lists the total dollar amount of each tender type for this register on one particular day Next to each of these fields is the number of payments made with this tender at this register If you also use custom tender types the totals for each of those are also listed The Amount field shows the dollar value and the Actual field shows the actual number of units of the custom currency In addition the closeout information for this register is shown on the right The following provides a description of each of the other fields in Register Activity e 91 FIELD BUTTON Starting Payouts Pickups Total Cash Actual Cash Difference Reimbursed DESCRIPTION Starting cash for this register or cashier This amount is entered at the beginning of the shift or day by using the Reconcile Draw feature Total dollar amount of payouts performed by this register Net dollar amount added to this register using the Pickups feature Amount of cash tha
39. Brand Style Status Direction Sales Type Serial Tab Rental Tab Allows you to limit the list to a range of original receipt dates Limits the list of receipts to only Opened or only Closed receipts This is applicable only for Layaways Special Orders and Rentals Displays only those store credits and gift certificates that are still usable Displays only receipts that have been inactive for a minimum of the entered number of days This is applicable only for Layaways Special Orders and Rentals Displays only those receipts that have discounts discount bottom line off or markdowns Displays only those items that were sold with an x barcodes Displays only those items on shipping receipts Displays only those shipping items that have not yet been fully shipped Displays only those shipping items that have already been fully shipped Limits the displays on those receipts to a specific Brand Limits the displays on those receipts to a specific Style Limits the list of receipts to only Opened or only Closed receipts This is applicable only for Layaways Special Orders and Rentals Shows ALL items or only those that were Sold or Returned Salesman Limits the list only to merchandise sold by a particular salesperson Sold From Limits the list to only those items that left from a particular store Store Limits the list to items on receipts made from a particular store Shows ALL items or only those that had a Receipt or were
40. Information access to Store Information Modify Store Information allows you to modify information for an existing store or enter a new store Delete Store Information allows you to remove a store from Store Information New Employee allows you to enter a new employee View Employees allows you to view existing employees Modify Employees allows you to change existing employee information Delete Employees allows you to remove employees from Run lt Change Security for Employees allows you to modify security settings for employees e 111 Point of Sale Use Register allows you to perform all functions in the Register menu Run Sales Payouts Pickups No Sales Check Cashing Give Discounts allows you to give Off Off and Bottom Line discounts on receipts Give Markdowns allows you to perform point of sale markdowns on items Kill Line allows you to use the Kill Line button on the Sale screen Allow Returned Items allows you to perform returns Allow Reimburse allows you to perform cash check and credit card reimbursements Edit Registry allows you to create new special occasion registries and modify existing registries Delete Registry allows you to remove registries from Run It No Sales allows you to perform No Sales Employee Checks allows you to perform employee check cashing Exit Receipt Screen allows you to leave the Sale screen and return to the Register menu Delete Payments allows you to remove payments that have a
41. L SE CUR SC CUMS entr ii Mareenaes 111 Es Sell lt About Sell it Sell t module section covers the Sell lt functions and provides detailed instructions for point of sale activities Accessing the Sell lt Module Launch Run lt and on the main Run lt window select the Sell It icon In the Login dialog box enter your User Name and Password and select OK The main Sell It window displays za Sell 1tl Register Run Sales NOTE The Run Sales window may appear slightly different from the one shown in the manual due to the File Options selected From the menu select Register Run Sales You have now opened the New Receipt window FIELD BUTTON Transaction Type Customer Receipt Buy Return Discount Item Transaction AAA A gt 222 ed NIG sec ee y T a a Receipt Gift Certificate Phone 516 556 9874 Customer Slsprs STEWE 5 Punch In Out AS 1 DANSON TED AO CashierfSTEVE 3 Layaway to View Cust ay Ready Date J 30 WEST STREET E Store 1 Special Order Die netament MEW YORK Ny 10015 2 Shipping e Sa fo mL aaa AAA AAA An Buy Return Discount ltem Quick Find l Find tem e ltem Alter Line bem ltem Motes Barcode Cl by Style Ext Size Description S erialtt Frice Extended 4 11 23450842 1 211 FLYER BLUE e basketball 99 00 STEVE x
42. L cacon 24 Ns io A nT Se ey ae gem ey eRe ery EEr gee ey ee een Ce eee gee 26 New Special Orders SI ALO FS serca deidades deis 21 Updating a Special Order uni 29 San A A 31 Modin AR As OS a OT opero aora ree cada 32 AU OA EN cine ae EE E A EE T E 33 Be PD OAE A EA TEE E E E TETE AE ON E A E E TET 34 ete Y EEn i a PA N T A A E EE NT E E ATE AN E AIEA A E EEA A TE 35 Retrieving a Rental Receipt for Returning teMS ooooonnnnncnunononooonononnnnnnnnononononnnnnnnnnnnnnnnnnnnnnnnnnn nn 36 Sore Credis GI Cer ONOS hc ccc case cc eae cad leet ects ic its alee MSs este whee a cae vee nesses Eade ees Sacto 37 Min is CT PP a O En 37 Usimo Cercas dirt I E 38 MR CDE CUI MA nn 39 PPP e o RE UE E o un e E AOE E 39 o AAA A ep E E E E E AAE E E E EE 40 Bolom Line TONGO cersesc o o UE TO e PR O CR OO a REE E Ea aT EE ERE EE en ETE 40 C O Pe A E E EE A 4 ye oa o AAA e 41 Recorain e ihe Sdlesperson Jorine SAIE A A AAA A A 42 AGING a Salesperson to a KCCI noise 42 Changing the Salesperson Tor a Line Heus dis R 42 Inventory Searches io 43 P E 5 OO E E CUE CO E E E O o O O E E E E onesies 43 A O II O daca smanetcuen eaeauodunutis eapacmaaeasenwarnomedeks 43 SA PP II ea A ANA AE A cesses A 45 ATA nn ticcconnemactance O T 45 Additional Scare Mme Wile AOC cdot sasdsaaeadeaaadcusacstedemsanasdousaededcmenuaadessacstedemsanasdouseeciedunenuasdessacstedemsanasdeusaediedenencasddusacstevemsanaedes 46 DOCS a scat cata a eee Caco eat desea ese de yaa ueedes A
43. Lat DANSON First C Address S0WESTSTREET O a bh City State ip NEW YORK Ny m Country fo Phone 516 556 3874 Phone a x Cancel E Mailing Label Copy from Customer Highlight the line of the Ship To being used and select OK This Ship To name phone number and address appear in the Shipping Information window e 50 Customer Ship To s Zip cd DANSON TEL 30WEST STREET NEW YORK MY 4 x Cancel Enter the shipping charge that you are charging the customer in the Shipping field Enter the shipping method e g UPS Ground FedEx Next Day etc in the Ship Method field Enter the sales tax rate for this receipt If the merchandise on this receipt is being sent to a location that has a different sales tax rate than your store you may charge the tax rate of the destination Select Use Other Tax Rate and enter the appropriate Tax Rate Select OK i Shipping Information Phone 516 586 9874 MES 17 DANSON api Shipping Weight F SO WEST STREET E FT Shipping Method Standard NEW YORK See a Hr 3 Find Shipping Address x Cancel After you select OK the charge for the shipping appear in the Other Charges field and the totals for the receipt are updated If you entered a new tax rate the entire receipt is updated with this sales tax rate NOTE You can setup the default tax rate s on freight charges in the Setup Options This tax is charged ONLY on freight and should not be confu
44. NA ce i ancy alan HC ae ccd Ni tn aca Bade ee cence NEU sored tite g O O E 72 SY 17 0 011 E ERT OAR TERED NT Reta SEIT OO Oe SRST RIT OE SOC O noe On 73 REPORTS E ici ea bencuteces 74 US ie Sasa sand Nan its ene tea hid chee ea ec an ae erate E et a ane ene Rt aera tool 74 SPPN RODOVI a A A ad allot 76 CUSTOM CIP ICR DS sis erect cd it ated 77 TERA d OAS basa ala Mee ag ous ca Aas Esso A Suda ate a 78 SALES TOELO MS A a ii 79 Used Creed TEA da SU ADMINISTRATION cara a a 81 A E l CUSTOMS AA E O O A N 82 Enterino a New USO a e e ela e ais o del oo 83 Customer COmMent EE io ea dado E dl E e cael tae ete 83 Customer AA A da ee eae A A A A areal ne duals ended uous 84 CUSTOMS RSC CUS dd aah at eau Al A ol io aan tnt 84 Customer Merchandisers e a E E wa setennad A S Oea ESAT 85 CUSTOM TS OT a A E EE A ET E AE A 85 CUO r RCS UIC OIG aea a a a tl cdas dls rola ai e a a po dd 85 Customer Personal isa 86 A ACC A A AR 87 Viewing Payment Information for Existing Account Customers cccccceeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 87 Creatinesa Parent Company RECON io 88 Creating a C Mld RECO at ir ei 89 Viewimea EmldiEmployes Recorte ceaiadiaet 89 RES ade Bp AYA 52 cen OU eC ee ee OO Pere ee eee eee ee ree 91 DU 8 2 OS G1 it C611 IN EE PEO rr aT SEP eRe EP E re a eer Nee RAO eS 93 TAD OWLS casshcse A inlet Aetna aii T A tacit ia Meat aieal Mune Uostuidaca uy naaiarins 95 PUTIN OS A ARA a eat en
45. Name SS Pay TofuPs Comments Delivery of Supplies Amount 47 5d X Cancel J DK In the Amount field enter the amount of cash being taken out of the register for this payout Select OK The amount of the payout is automatically subtracted from the register total A payout confirmation slip prints For security purposes the person performing the payout should sign the slip on the signature line 54 Register Pickups Pickups are performed when the register is getting too full and you want to take some cash out of it or when the register is running low on cash and you want to add more Through File Options Point of Sale Warnings and Security you can specify the maximum amount of cash you want in the drawer A warning to perform a pickup displays when the drawer total exceeds that amount Pickups can be reviewed in the Daily section of the Back Office Back Office Daily Activity View Pickup Payout tab Taking Money Out of the Register From the menu select Register Pickups The Pickup dialog box displays In the Comments field enter a brief description of this pickup In the Cash Out field enter the dollar amount you are removing from the register Date 5 18 2000 Register Name A Time 4 59 19 PM Comments AFTER NOON PICKUP DROP Cash Out 500 00 Cash In X Cancel Y OK Select OK The amount of the pickup is automatically subtracted from the register total A pickup confirmatio
46. Special Order Search for specific items with items that match a specific serial Dates Due Limits the list only to rented merchandise due within dates selected Store Limits the list to rented items from a particular store Type Limits Rental items to a specific rental type and or currently has a deposit e 70 Adjusting a Receipt Item This feature allows you to correct any X XT barcodes on receipts to their correct item that was actually sold The Inventory will be corrected based upon this adjustment Once you have performed a particular sales adjustment it can be undone by using the Undo button Sales Adjustments can be reviewed from the Sales Adjustments list In the Receipt Line Items window highlight the X XT barcodes that you want to correct and select Adjustment The Sales Adjustment window displays showing the original item in yellow Beneath the yellow line is a white line This line has no item but has the same quantity price and salesperson as the yellow line This information cannot be changed since it applies to how the item was sold The empty cell below Barcode is highlighted blue Scan or enter the barcode of the item that was actually sold Sale Adjustment Receipt 39 Store 1 Customer Janes h ohn E a a E Original ltem New ltem x Cancel Select OK to save this adjustment The associated receipt is updated with the new item In addition the inventory quantities of the items inv
47. Total dollar amount of alterations charges on receipts Credits Issued Total dollar amount of store credits issued Gift Cert Issued Total dollar amount of gift certificates issued Credit Used Total dollar amount of store credits redeemed by customers Gift Cert Used Total dollar amount of gift certificates redeemed by customers Provides a list of the number of units sold and the retail sales of each department 64 Back Office Receipt Listing This allows you to review any of your receipts from the oldest to the most recent There are several ways of viewing the receipts By using either the Quick Search or the Advanced Search you can easily find the receipts that you want to view You can review individual receipts Reviewing receipts is instrumental in updating the shipping status of merchandise on a receipt as well as for setting a receipt as Ready for Pickup From the menu select Back Office Receipt Listing The receipts for the current day and store are displayed on window If you want to change the displayed list enter the desired criteria in the Quick Search or Advanced Search and select Search The desired list of receipts displays From this window you can also perform the following tasks View details about a specific receipt by highlighting the receipt and selecting View Refer to the instructions in this section entitled Viewing a Receipt Void a receipt by highlighting the receipt and selectin
48. Until Date from o First lt 3 Clear Search 8 Clear Y Only Opened 9 20 98 USER Hunter Lindsay 8 28 98 9 28 98 USER Armour Tony Creating a New Quote While viewing the Quote Listing window select New The Quote dialog box displays In the Date field the current date displays To enter a different date simply click in the field and either type the date in the format MM DD YY or click the Calendar icon and select it from the calendar window In the Quote Good Until field enter the date through which the quote is valid In the Find Customer field select the Find button to locate the applicable customer In the Shipping Address field select the Find button to locate the applicable shipping address In the Comment field enter any comments relative to this quote In the item listing move to the Barcode cell and enter the barcode number If you need to locate the number select the Find Item button and locate the item through the Find Item dialog box To view the information about an item already shown in the list select the View Item button to open the View Styles dialog box Use the Up Down arrow buttons to move through the item list To remove an item from the list highlight it and select the Kill Line button The Total Units and Total dollar amount are shown When all selections entries are made select OK e 58 Selling from a Quote This is used when a customer wishes to purchase
49. User USER Reaist Transaction Type Customer Receipt Info eqister 212 425 4647 SER 9 Receipt Gift Certificate 12 425 464 a Customer Slsprs USEF E Punch In Out Doe John Cashier USER ss View lust One Main Street i cian DR New York NY 10004 9 Shipping Lwy S0 Info Special rie Do nstalment Buy Return dicount ltem Quick Find Find Item View Item Alter Line ltem Item Notes Barcode Oy Se Ea See Devcipion Pico Eended Shen 1123450020 a ta opt oo of No Sale Ey 2 Lines 2 Items Purchased O Items Returned Reconcile Drawer Credits Disc Reprint Recall Hold Eom Guce Fron Reaisty Wuick iranse Comments Finish Sub Totals Totals ES SR Toto EEE Discounts Credits MN Pee ve oh ag eoio E Total Due BAE Administration You are logged in as USER 4 26 2000 3 18 19 PM e 18 If you want to view the previous installments on this layaway select Lwy SO Info The Layaway Special Order Information dialog box displays with a list of each payment along with its date tender type and amount Select Exit to close this window Layaway 7 Special Order Information Payments Information Date Tender Amount Status Units Picked Up Amount Picked Up Penalty Date Closed Credit Issued Our Layaway Special Order Outi Cancel Layaway S pecial Order To accept payment from the
50. Y of Birthday Anniversary or any other special date Assign a Salesperson to this Customer If a customer belongs to a particular group in the the customer pricing table enter the letter code of the group in the Pricing Group If you discount all of this customer s receipts by a certain percentage enter that percentage in the Discount field Enter customer s Brand preferences Enter customer s purchasing characteristics sizes favorite colors etc Categories are user defined in File Options Attach customer photo and confirm identity of the customer at the point sale Upload form disk or scanner The Parent Company feature enables customers to be attached or assigned to a Parent or Company for the purpose of assigning payments and posting sales For more information refer to instructions in this chapter entitled Creating a Parent Company Record e 86 Customer Account The Account section of the customer profile is how you create Account Receivable customer accounts with their corresponding credit limits These accounts work in conjunction with the Bill It module There is an option in each employee s security that allows you to indicate whether that employee can sell to a customer on account even if that customer is over his or her credit limit From the menu select Administration Customer The Customer Listing window displays Select New The Enter New Customer dialog box displays Enter the identifying information in
51. aking any necessary changes Delete an existing Registry by highlighting the Registry and select Delete Print a Registry by highlighting the Registry and selecting Print Print a group of Registries by selecting the Print List button Close and exit the window by selecting Exit e 60 Creating a New Registry While viewing the Registry Listing window select New The Registry window displays In the Date field the current date displays To enter a different date simply click in the field and either type the date in the format MM DD YY or click the Calendar icon and select it from the calendar window In the Occasion field enter the occasion description or type In the Occasion Date field enter the date through which the Registry is valid In the First Customer field select the Find button to locate the applicable customer In the Shipping Address field select the Find button to locate the applicable shipping address In the second Customer field select the Find button to locate the applicable customer In the Comment field enter any comments relative to this registry In the item listing click on the Barcode cell and enter the barcode number If you need to locate the number select the Find Item button and locate the item through the Find Item dialog box To view the information about an item already shown in the list select the View Item button to open the View Styles dialog box Use the Up Down arrow buttons to move thr
52. ar salesperson Limits the list to only those receipts for a particular customer To add a customer to the search criteria select Find Then highlight the desired customer and select OK This customer displays in the Customer field While viewing the Receipt Listing window highlight the receipt you want to see and select the View button The full sale window for that receipt displays Note You will not be able to view a receipt while the Run Sales window is active To view a receipt close the Run Sales window To print another copy of the receipt select the Reprint button To view payments for this receipt select the Pay button Make any required changes to the customer information comments for this receipt To update the shipping status of an item on the receipt do the following Double click the line item The Item Status dialog box displays Select the Ship Out Status button In the Shipping Now field enter the quantity of this item that is currently being shipped Select the OK button Upon Exiting you are asked if you want to save any changes you have just performed To update the Ready for Pickup Status on the receipt do the following Select Ready Date The Ready Date dialog box displays Select the Ready for Pick Up button Select the OK button Upon exiting you are asked if you want to save any changes you have just performed e 66 Voiding a Receipt Selecting this option void a current day s receipt
53. ary of each item that is scheduled for pickup select Summarize by Item If you want the report to be grouped by receipt do not select this option You can further limit this report to include only merchandise that is ready for pickup If you select Only Items Ready for Pickup only those receipts that have been checked as Ready for Pick Up in the Pickups Alterations window displays on the report Select Print Select Exit after the report has been printed Pickup Dates IIA to 107 4 00 Summarize by Item Only items Ready for Pickup Pin le r e 11 Reports Tender Totals This report shows the total amount of payments received of each tender type The report is broken down by date and store number From the menu select on Reports Tender Totals In Tender Totals window enter the range of dates to be analyzed If you want to limit this report to a particular store s tender totals enter that store s number Select Print Select Exit after the report has been printed tofio 4 000 Print le Exit e 78 Reports Sales Tax Totals There are two types of reports you can view here Sales Tax Totals Summary and Item Detail The Summary report shows the total dollar amount of net sales tax and gross sales for specified range of dates The ltem Detail provides a list of each receipt sold during the specified range of dates From the menu select Reports Sales Tax Totals The Tax Totals dialo
54. as a line on the Sale Window and includes the barcode style price and description When selling the same barcode in multiple quantities do one of the following Repeat step 3 or select the Alter line item button and in the Item Status dialog box select Selling Qty Then when the Change Quantity dialog box displays enter the desired quantity and select the OK button When you return to the Item Status dialog box select Exit The Subtotal Tax and Total fields are automatically updated as you add items to the receipt ga Sell 1t New Receipt File Edit Register Back Office Reports Administration Email Window Help New Receipt Transaction Type Customer Receipt Info Phone a Customer Slsprs USER 3 Punch In Out Cashier USER RE Layaway 60 View Cust Sy Ready Date 1 Register Receipt Gift Wertticate Run Sales Special Order Do Installment 9 Shipping Buy Return pica Item Quick Find Find Item View ltem Alter Line ltem Item Notes No Sale 1 Lines 1 Items Purchased 0 Items Returned Reconcile Drawer Credits Disc Recall Hod From Quote From Registry Quick Transfer Comments _ Sub Totals Totals 89 95 Back Office A po AAA Discounts Credits AAA 5 Other Ch age Pid ax Total Due MEKE Administration You are logged in as USER 14 24 2000 11 58 52 4M Note To cancel a sale in progress simpl
55. ath the Barcode heading so it is highlighted in blue Do one of the following Scan the barcode of the product being purchased Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight the correct ext and size on the inventory search window and select OK If the style or name is not known search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find Find Item For more information refer to the instructions in this chapter called Find Item za Sell 1t New Layaway File Edit Register Back Office Reports Administration Email Window Help New Layaway Transaction Type Customer Receipt Info Phone 21 2 425 4647 a Gamis Slsprs USER a Punch In Out Doe John Cashier USER Layaway One Main Street Se Store 1 Special Order Dolnstalment NewYork A db Shipping is Register Receipt by Ready Date o Return Discount Item Quick Find Find Item View Item Alter Line Item Item Notes Barcode Oty Style Size Description Price Extended Slsprsn 1123450005 1 12345 BLK Work Boot 8 black we 89 95 89 95 USER rizo leeraraas Were vs Sat xo Tron naouen 2 Lines 2 It
56. ce Total 50 00 Receinttt Store Date Barcode Sold Store Oty 131 1 12 322000 11234500000 1 AN Change Barcode B Print List Tp Delete le Exit J From this dialog box you can also perform the following tasks Update the barcode of an item by highlighting the item and selecting Change Barcode This is commonly used when the item that was sold as an X or XT is actually entered into the Run lt inventory You may find that the barcode that had been scanned does not match the barcode that is currently assigned to the item Print a list of the currently displayed items by selecting Print List Delete an existing item by highlighting the desired line item and selecting Delete Deleting an item from the X Barcodes list does not affect the receipt with that item However once an item is deleted from the X Barcodes List it can no longer update inventory when the style is entered into Run lt e 99 Appendix A IC VERIFY CREDIT CARD PROCESSING If your location is using automated credit card processing there will be one computer in your store that has the ICVERIFY software loaded on it This computer is referred to as the designated credit card computer All of the other computers will communicate their charges thru this computer and get all approvals declines referrals etc At the close of day the credit card batch will be processed thru the designated credit card computer Credit Card Bat
57. ce the General Ledger This committed Inventory Holding account allows for this Special Order merchandise to be added into and subtracted out of Run It and other exported accounting reports 22 New Special Orders Run It manages Special Orders with attention toward three distinct situations The situations revolve around whether the style has been defined in the inventory Situation 1 An item has been previously defined into the inventory because either it has been in stock before or due to anticipation of Special Order sales The advantage of this situation is your cashiers have the option of automatically creating a purchase order for those items on the Special Order This feature provides a quick and easy method for ordering needed merchandise Situation 2 An item requested by the customer is not stocked and has not been defined in the inventory This situation arises from when there are too many possible special order styles to be defined or an unanticipated item has been requested from the customer Run lt accommodates undefined inventory items allowing the use of generic barcodes X barcodes to record Special Order items When the special order item is one that you think you might want to stock you can convert the generic barcode to an inventory item and then order and receive the item as usual If you have no intention of ever ordering the item again and do not wish to use the Order It module Run lt tracks the receipt and colle
58. ching ICVERIFY can be launched either from the Run It s Sell It main window or the windows desktop Method A The following steps should be taken to initiate IC Verify from the Run It main window 1 From the Sell lt Menu select File and select Credit Card batch 2 Follow the steps 3 7 from Method B Method B The following steps should be taken to settle the credit card batch from the windows desktop 1 Exit Run it Press Quit to Windows button on your store s designated credit card computer Double click the ICVERIFY icon on your windows Desktop to activate ICVERIFY software a ICVERIFY 2 The primary screen will appear select Function at top of screen A drop down box of functions will appear select Settlement End of day 4 ICVERIFY Pal xt File Edit View Function Report Utilities Help Convert Book To Ship Ctrl B Settlement End Day Siviten Merchants Sale Book 3 25 PM 6 1300 Custor Off Line Group Mode Accoun Retail Transmit Off Line Group c Chuckies ustome Installments Ctrl l Real Time E ilies q CSS Amount Comment successfully initialized a Billing Add 1 00 07201 Credit Card Status Type Clerk Comment _ Approved Sale 447945290 Y NUM 3 25PM Click perform settlement end day process ICVERIFY will start to dial out to processor and settle batch When batch has
59. ct installment payments with the X barcode as the item s barcode Situation 3 An item requested by the customer is not stocked and has not been defined in the inventory Again this situation arises because there are too many possible special order styles to be defined or an unanticipated item has been requested from the customer Run lt allows you to create a new style when making the special order This feature lets you create an item in which you think you might want to order receive and stock You also have the option of automatically creating a purchase order for the items on the special order NOTE For situations 2 and 3 the Create PO s from Special Orders option must be enabled under File Options The option of making a PO directly from a special order can only be utilized if you have the Order It module in at least one of your locations and that location receives the purchase orders from all stores during polling e 23 New Special Orders Situation 1 You MUST enter customer information for a special order since you need to track the customer s payments and be able to retrieve the special order in the future From the menu select Register Run Sales The New Receipt window displays Select the Special Order button at the top of the window In the Phone field enter the customer s phone number If this phone number is not recognized the Find Customer window displays with the list of all existing customers You can ei
60. customer select Pay Enter the amount of this installment Based on the tender type selected do one of the following Cash On Account Travelers Checks Enter the amount of the payment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the payment using either the keyboard or the number pad Once payment is complete select OK The receipt is printed When prompted to indicate if the customer is picking up this merchandise if Yes is selected this layaway will be closed If NO is selected then the layaway will remain open until the merchandise is picked up e 19 Closing a Layaway A Layaway may need to be closed when either the customer does not plan to pay the remaining installments or simply does not wish to purchase the merchandise When goods are returned the returned dollar amounts are deducted from the current days receipt totals If the File option was chosen to automatically deduct merchandise from inventory when the Layaway was first created then items are put back in stock Alternately if the option was selected to deduct merchandise only upon completion of the Layaway then there will be no changes to on hand quantities once a layaway is closed NOTE Layaway s cannot be closed if any items have been
61. d Child Employees Once setup this function is activated when a pre entered customer provides the cashier with a personal ID telephone or is located using the search find function A message prompts the cashier to specify whether the receipt should be attached to the Parent Customer or the Child Employee If attached to Parent Company then the sale is placed On Account However if not attached to Parent Company then the transaction is treated as a normal sale A Detailed sales history remains attached to Children Employees however the Bill It module can consolidate account information for all Children Employees under the Parent Customer grouping In addition the Bill lt module is required to place payments onto the Parent s Account A Summary sales total of Children Employees are viewable under the Children tab or the Parent Company However Bill It can consolidate this information Once setup the Parent Customer function is activated when a pre entered customer provides the cashier with a personal ID telephone or finds the customer using a search A message displays to the cashier to indicate whether the receipt should be attached to the Parent Customer or the Child Employee If attached to Parent or the employee then the payment is On Account However if not attached to Parent then the payment must be provided by the customer as normal sale From the menu select Administration Customers Select Ne
62. dialog box displays select the reason the return of these items using the up down arrows keys to move through the available choices Then select the OK button When you return to the New Receipt window the lines of the items that are being returned are highlighted in red and the numbers in the Qty and Extended fields are negative The Subtotal Tax Total and Total Due are all in parentheses indicating a negative amount or that the customer is OWED money Select Pay The Credit or Reimburse dialog box displays Reimburze XK Cancel Select your choice Store Credit The amount returned may only be used for future store transactions If a customer name is entered on the receipt it updates the customers store credit balance The total is printed as a negative value on the customer s receipt for use in future purchases Customers may also receive a new store credit as change when they tender a purchase with store credit and the item purchase is less than the amount being tendered If Store Credit is selected a receipt for the credit is printed and the register is made ready for the next sale Reimburse If selected the Pay dialog box displays and reflects an amount owed to the customer Select the tender types and amounts for the reimbursement When you are ready to reimburse the customer select Done The cash drawer opens and a receipt prints 14 Performing a Typical Straight Exchange Sales and Returns can be combined o
63. e This provides a list of every line item on each of the customer s receipts It shows each piece of merchandise that this customer has purchased or returned View Customer Last Howell Company Name JE Construction Title First Thurston Personal ID fioo E Es amp d Ai D A Address Comments ShipTo s Receipts Merchandise Histor Restrictions Personal Account Children A Se oreen feeca 66 2000 1 4001045 PRIMIER RUNNER 1 67 00 6 7 2000 1 ADDIDAS PRIMIER RUNNER WHT T 60 30 96 70 67 2000 1 ADDIDAS PRIMIER RUNNER WHT 8 1 367 00 30 00 6 7 2000 1 ADDIDAS PRIMIER RUNNER WHT 75 1 60 30 6 70 6 7 2000 1 ADDIDAS PRIMIER RUNNER WHT 7 1 60 30 6 70 6 7 2000 1 ADDIDAS PRIMIER RUNNER WHT 75 1 60 30 6 70 X Cancel ff OK Customer History Summarized sales history of customer s Sales To Date and This Year s Sales First Entered 6 6 2000 Last Visit 67 2000 This Year Sales Purchased Returned Net Avg Receipt Retail 194 30 134 30 64 77 Receipts Units 3 3 1 00 Sales To Date Purchased Returned Net Awg Recelpt Retail a 194 50 4 194 30 477 H Receipts Customer Restrictions This function sets any restrictions for an individual customer 2 p amp Ai a Address Comments ShipTo s Receipts Merchandise History Restrictions Personal Account Children TF No Charges FT No Statements TF No Mailing Label T No Tax FIELD BUTTON DESCRIPTION No checks Checks are n
64. e New Style function Most letters or numbers can be used except actual barcodes or style s previously defined in the inventory and X or XT barcodes At the prompt Do you want to create a new style select Yes Type in the relevant Style information and select OK Items created in New Styles are added to the inventory Items cannot be edited from the receipt window Any changes or modifications must be done in either View styles or Stock information in the Move It or Order It modules NOTE If you use a special in store Special Order to track Special Orders select Lwy SO info and in the Our Layaway Special Order field enter this Special Order in store Then select Exit When you are ready to accept payment from the customer select Pay Enter the amount of this installment Based on the tender type selected do one of the following Cash On Account Travelers Checks Enter the amount of the payment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information Such as driver s license number etc Enter the amount of the payment using either the keyboard or the number pad NOTE An installment of a zero amount is permissible only if cash is the selected tender Run lt however displays a warning message to confirm if the zero amount is correct and ask if you want to pr
65. e and select OK That customer displays on the Sale Window You can then continue with the sale However if the customer is not on the list go to the next step to enter the new customer Select New Customer to create a new customer file for this customer Enter all applicable information for this customer View Customer assay Company Name Title First David Personal IDH 2 Es amp Ali A Address Comments ShipTo s Receipts Merchandise History Restrictions Personal Account Children Address 87 Bastin Blvd Store 1 Customer 10 City State Zip Flushing uv E Mailing Label Country Phone 718 989 9874 Mobile y Phone IF EmailAddes x Cancel When you have entered the information for this new customer select OK That customer displays on the Sale Window You can then continue with the sale To View Customer Information once a customer has been added to a receipt select the View Customer button The View Customer window allows to view and change customer information Note A new customer can be entered in two places at the point of sale or via the Customer feature in Administration For more information refer to the instructions in this chapter called Administration Customers 41 Recording the Salesperson for the Sale It is useful to enter the name of the salesperson if you use a commission system or to keep sales statistics If you want to record which salesperson
66. e starting cash in his or her cash drawer Then at the end of the day or shift each cashier closes out his her register The reconcile draw function tracks each denomination of cash in the drawer This procedure ensures an accurate cash drawer You have the option to close out by cashier or by register File Options If you close out by cashier cashiers must enter their starting cash as soon as they log in They must then close out as soon as their shift is over If you close out by register these procedures are performed only once a day at each machine Amounts must be entered before any tendering is entered Otherwise draw reconciliation does not take into account a starting amount To enter the starting cash in your drawer at the beginning of a shift or day Starting Drawer 200 00 X Cancel Y DK From the menu select Register Reconcile Draw In the window that displays at the prompt Enter your starting cash enter the total amount of cash bills and coins currently in the drawer Select OK You can now begin using the register for sales Closing Out a Register at End of Shift Day Date 6 12 2000 Register Name USER Starting Cash 200 00 100 s E Quarters o A 50 s oOo dl Dimes OoOO O O 20 s a Nickels fo 10 s 1 Pennies y Actual Cash Closeout Receipt x Cancel Y OK From the menu select Register Reconcile Draw Enter the quantity of each denomination that is in the register S
67. ect Yes repeat steps 3 and 4 for each item that the customer is purchasing from this quote If you select No go on to the next step The item s selected from the quote appear on the Sale Window allowing you to complete the sale e 59 Register Registry This is used when a customer wishes to purchase items from a registry When you sell items from a registry that has an associated shipping address that address automatically becomes the shipping address for the receipt From the menu select Register Registry The Register Listing window displays reflecting a list of all open Registries You can modify the listing display by entering a range of Registry dates a range of Occasion dates or by searching by customer When you have entered the criteria you want select Search and the desired list of Registry displays Registry List Customer he to ee as Search View Occasion Dates to First E 8 Ko Clear Search Clear IV Only Opened Date Occasion Date 5 17 2000 8 1 2000 Smith Wedding Jack Klugman 5 17 2000 17 Cassidy Wedding Ci Choose You can further limit this list to display only Registry that is still valid by selecting Only Opened selected by default From this window you can also perform the following tasks Create a new Registry by selecting New Refer to the section entitled Creating a New Registry Modify an existing Registry by selecting Edit and m
68. elect Back Office only those items sold that have back office markdowns are displayed on the report If you select Price Changes only those items sold that have a price adjustment are displayed on the report Under the Direction section make a selection based on the following If you select All both purchases and returns are displayed on the report If you select Purchases only those items that were sold to customers are displayed on the report If you select Returns only those items that were returned by customers are displayed on the report To view a summary report that reflects only the totals for each group click in the check box next to Summary Only After you have entered all desired criteria for this report select Run Report The POS Sales Report you want to view displays on the window When you are finished with your POS reports select Exit e 75 Reports Shipping Report The Shipping Report displays sold merchandise that has been shipped or is waiting to be shipped The report is broken down by receipt For each receipt on the report it displays the customer that made the purchase the Ship To and each item on the receipt This report is based upon the shipping information entered at the point of sale Only receipts that have shipping information are listed From the menu select Reports Shipping Report The Shipping Report dialog box displays Enter the criteria for this report You can limit a shipping report by sal
69. elect the Closeout Receipt button to print a slip listing all the moneys that are in the register including charges The differences amount indicates the overage or shortage of the cash draw Select OK to save this closeout NOTE Employee Checks Cashed Payouts and Pickups adds to and subtracts from the cash draw e 57 Quotes A quote is used to provide a customer with a list of items and their prices The customer can then purchase items at a later date based upon the quote that he or she was given From the menu select Register Quotes The Quote Listing window displays You can modify the listing display by entering a range of quote dates a range of dates that the quotes are valid until or by searching by customer When you have entered the criteria you want select Search and the desired list of quotes displays You can further limit this list to display only quotes that are still valid by selecting Only Opened Form this window you can also perform the following tasks Create a new quote by selecting New Refer to the section entitled Creating a New Quote Modify an existing quote by selecting Edit and making any necessary changes Delete an existing quote by highlighting the item and select Delete Print an item by highlighting the item and selecting Print Print all items by selecting the Print List button Close and exit the window by selecting Exit Quote Listing D ate Customer e Last Search Valid
70. elect the Credit Disc button Select Off or Off and the field below is highlighted yellow Use the number pad on the window to enter the percent or the dollar amount of the discount Select OK The Amount Off field shows the dollar amount of this discount The Additional Discounts Tax Total and Total Due are automatically updated based upon the amount of this discount Select Done NOTE Receipt discounts are automatically applied to the line items however the line item discount amount is not updated until the Pay button is selected To view the dispersed discounts push cancel on the pay window and return to the Sale window Bottom Line Function Sometimes when a customer is considering purchasing several items or a large quantity the salesperson offers a special price to close the sale Run I t offers an alternate discounting method that allow you to specify the final receipt total and Run lt adjusts the discount amount and the tax amount to give you the bottom line Select the Credit Disc button Select Bottom Line and the Bottom Line field is highlighted yellow Use the number pad on the window to enter the bottom line amount that you are charging for this receipt Select OK The Amount Off field shows the dollar amount of the discount that has resulted from the bottom line The Total and Total Due are automatically become the amount that was entered for the bottom line The Additional Discount and Tax are updated accordingly
71. ems Purchased 0 Items Returned From Quote From Registry Quick Transfer Comments r Sub Totals Totals ae Sub Total Total MINE Discounts Credits ip Reports diia rio MM ax Total Due MEZAK Administration You are logged in as USER 14 26 2000 12 43 01 PM NOTE If you use a special in store layaway to track layaways select on Lwy SO info and in the Our Layaway Special Order field enter this layaway s in store number Then Exit When you are ready to accept payment from the customer select Pay Select one of the following tender types Cash On Account Travelers Checks Enter the amount of the installment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the installment Once payment is complete select OK The receipt is printed NOTE An installment of a zero amount is permissible only if cash is the selected tender Run lt however displays a warning message to confirm if the zero amount is correct and ask if you want to proceed Split payments are not permitted as installment payment As a result there is no Done button e 17 Updating a Layaway This is used to enter subsequent installments on a layaway There are two methods for retriev
72. enter new styles This applies to all sections of Run lt where new styles can be entered including transfer orders and purchase orders View Inventory allows access to the Style Stock Pricing Divisions and Setups sections of Inventory It allows you to view all information within these sections Modify Quantities allows you to adjust inventory quantities Modify Prices Costs allows you to change the various prices and costs of items in inventory Add Categories allows you to add new inventory categories when entering a new style or modifying an existing style Modify Categories allows access to the Categories feature of the Divisions menu in Inventory Modify Rates allows you to change the tax rates commission rates and spiffs of inventory items Modify Stock allows you to change the stock number of inventory items Delete Inventory allows you to remove a style from Run lt Add Modify Favorite Runs allows you to create new favorite runs and change existing favorite runs Run Timed Sales allows you to use the Timed Sale Setup in the Pricing menu of Inventory Reprint Barcodes allows access to the Barcodes Reprint feature in the Styles Stock menu of Inventory Delete Sizes Ext Scales allows you to remove size scales and extension scales from Run lt Set Reorder Points allows you to view and change the reorder points for inventory items Inventory Reports allows you to run Inventory Reports in Move lt and Order lt Attach Vendors and Re
73. er New Customer Last Thompson Company Name Keros Title M First Ken Personal IDH 21 s amp ah A Address Comments ShipTo s Receipts Merchandise History Restrictions Personal Account Children Address 20 West Street Store 1 Customer City State Zip New York ny fi 0002 E Mailing Label Country PO Phone 212 555 6996 Mobile Phone 2 os FR Email Address Thm567 aoco X Cancel Comments are details you may may not want to include about a particular customer To include the comments on the customer receipt click in the Print Comments on Receipt checkbox so a checkmark appears Customer Comments Es E r Ali o a Address Comments ShipTo s Receipts Merchandise History Restrictions Personal Account Children FT Print Comments on Receipt Comments e 83 Customer Ship To s This is where you enter and modify Ship TO addresses associated with the customer You will then choose from the Ship To s you enter here when entering Shipping information on a receipt for this customer Upon selecting the Ship To s button a list of the ship to s for the customer are displayed Even if you are going to ship to the main customer s address you must sill create a Ship To for that customer To add a new ship to select New and complete the Ship To dialog box View Customer Title MR Last DANSON Company Name Dn First TED Personal ID 4 Ai D a Address Comments Ship To s Receipt
74. er XT for the Barcode Refer to the information found in this chapter under the heading X Sales If using UPC s or any other alternative barcode simply scan as you would a Run It barcode Run lt automatically finds it and matches it with the corresponding inventory item To use UPC s or any other alternative barcode you must have previously recorded the s in the system If serial numbers are used refer to the section in this chapter entitled Serial Numbers Kits are grouped items with a single barcode Kits are automatically listed on the receipt if you have previously created the grouped items and the recorded kit in inventory e g gift sets furniture sets The Suggested items list displays if you have previously recorded the suggested items in inventory for the scanned barcode Linked items are automatically listed on the receipt if you have previously recorded the linked items for the scanned barcode Substitute items are automatically listed through the view item button if you have previously recorded the substitute items for the scanned barcode Discounts can be applied using multiple methods Coupons automatically apply discounts to specific item s on the receipt when the coupon s barcode is scanned To use coupons you must have previously recorded the coupon in inventory Customer Discount can be applied to specific customers Item discount applies a discount to one item on the receipt Receipt discounts
75. ere were any deposits on this rental they now show a quantity of zero and the amount of the deposits is subtracted from the Total Due In addition any late fees on this rental are displayed as line items on the Sale Window and these are added to the Total Due There are now three possible scenarios If the balance due on this rental is 0 then the Total Due shows 0 All you need to do is select Pay If the Total Due is in parentheses you owe the customer money for his or her deposit Select Pay Then select either Store Credit or Reimburse depending upon how you want to refund the customer If the Total Due is positive meaning the customer owes you select Pay and then select the tender type for this payment Enter the amount of the payment and select OK If the balance on this rental is now 0 a window displays asking if the customer is returning the merchandise If the customer is returning these rented items select Yes and the items are returned to inventory and this rental is closed If the customer is not yet returning the merchandise e g he or she is only paying an installment or is paying a late fee then you select No and this rental remains open e 36 Store Credits Gift Certificates This function allows you to use store credits or gift certificates as payment toward the current sale In addition this provides several functions that allows you to discount an entire sale Credits gift certificates and discounts can all be used
76. ered before any security can be set DO NOT delete the employee USER until you have entered another user and given the full security access Enter employee information for everyone from cashier to owner who will be using the system NOTE You must enter a store number for the employee The employee will have access privileges only in that store If an employee is going to be using Run It in more than one store he or she must be entered separately for each store From the menu select File Options and select the Employee Security tab Select what type of employee list you want to display by Store by Status etc Then select Search With the desired results shown you can perform the following tasks Add a new employee to the list by selecting New Refer to the section entitled Setting up a New Employee Modify the details for a current employee by highlighting the employee s name on the list and selecting Edit Delete an employee by highlighting the employees name on the list and selecting Delete Print the list currently displayed on screen by selecting Print List Enter a schedule for any employee by selecting Schedule Refer to the section entitled Setting Up an Employee s Schedule Specify a bar code the employee can scan when logging in by selecting Codes and entering the applicable information in the fields of the Employee Barcodes box Employee Listing Store Last David Robert Ira Irwin Robert la
77. erial number in place of the description If you do not want to use the serial numbers for this item on this particular sale select the Ignore button Pick Serial Number Scan Serial or Choose from list below and hit OK o 255657 qm 255654 qm 255655 01 255656 01255657 01255655 Linked Items When you sell an item that has items linked to it such as boots and laces that go with them those linked items automatically appear as line items on the receipt Using the Linked Items function in Inventory sets up links between inventory items 1123450012 1 123458BLK 95 workBoot8 black we 89 95 89 95 Suggested Items Suggested Items is merchandise intended to complement the item being recorded on the sales window Whenever a base item is scanned a Choose Suggested Additions window displays listing all styles that should be suggested to the customer The suggested item list is established using the suggested items function in either administration of the Move It or Order lt modules Scan the item being sold The Choose Suggested Additions dialog box displays listing all styles that should be suggested to the customer Highlight an item and select Sell This item is then added to the receipt and you are returned to the Choose Suggested Additions window You can repeat the process to sell additional suggested items When you are finished with these suggestions and want to return to the Sale Window select Exit C
78. ers are store specific and therefore can only be retrieved from the originating store location From the menu select Register Run Sales The New Receipt window displays Use one of the following two methods to retrieve the Special Order Method 1 Enter the customer s phone number in the Phone field Select the Do Installment button The Update Layaway Special Order window displays with a list of this customer s open layaways and special orders Highlight the Special Order you want to update and select OK Method 2 Select the Do Installment button Enter either the receipt number of the Special Order in the Enter Receipt field or enter the store s Special Order in the Enter Our Layaway or Special Order field Then select OK Update Layaway Special Order Update Layaway Special Order Open Layaways Special Orders for John Doe Enter Receiptit il Method 2 OR 9 1 4 26 2000 226 19 126 19 10 1 4 26 2000 54 13 34 13 Method 1 Enter Our Layaway or Special Order Store fi X Cancel X Cancel Transaction Type K Ph Receipt leith Wer htieabe Soe B Customer Receipt Info Sisprs els Punch In Out Murphy hilary Cashier USER Layee a HEI et ra Ready Date Store 1 Special rider lo Imetallment 2 Shipping Lwyr SO Info ltems Buy Return Discount tem Quick Find Find ltem View bem Alter Line lem ltem Notes a A o o
79. es dates brand department the store that sold the merchandise and the store from which the items are supposed to be shipped You can further limit this report to merchandise that has not yet been shipped If you want only merchandise that has not yet been shipped to appear on this report select Only Merchandise to be Shipped Select Print Select Exit after the report has been printed Sale Dates N to 107 4200 Department Brand Store Ship From Store M Only Merchandise to be Shipped Print le Exit e 76 Reports Customer Pickups The Customer Pickups Report displays sold merchandise that has been scheduled for pickup The report can be broken down by receipt or by item When the report is grouped by receipt it displays each pickup receipt with the customer who made the purchase the items on the receipt and the scheduled pickup date When the report is grouped by item it is simply a list of each item that is scheduled for pickup and the quantity The Customer Pickups Report is based upon the pickup date entered in Pickups Alterations on the Sale Window Only receipts having a pickup date are listed The Customer Pickups Report cannot be viewed on window lt is automatically sent to your report printer From the menu select Reports Customer Pickups The Customer Pickups dialog box displays Enter the range of scheduled pickup dates that you want to analyze If you want the report to be a summ
80. eyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the installment Once payment is complete select Done The receipt prints e 33 Rental A Rental is a special receipt type and must be performed separately from register operations sales returns layaways special orders You can rent items on an hourly daily weekly or monthly basis In addition Run It allows you to rent an item on a variable basis where you set the due date at the time of the rental To activate Rentals the Rentals option must be selected through File Options You can set rental terms and pricing for an item when you first create a new style or afterward from Stock Information When you rent an item at the point of sale you can adjust the terms and pricing However if you want to charge deposits and or late fees on rental items these must be set in Inventory Stock information rental From the menu select Register Run Sales The New Receipt window displays Select Rental Enter the customer s phone number in the Phone field If this phone number is not recognized you have the option of searching through existing customers or entering a new Scan the barcodes of the items being rented The quantity that displays for a rental on the Sale Window refers to
81. f an item is scanned and the price that displays for the item is incorrect use Price Fix to correct the price of that item for this sale Since Price Fix is used to change incorrect prices and not to give the customer a discount it is not considered a markdown Select Done Cancel Cancels discount and returns you to the New Receipt window Back When entering discount amount Back will erase amount entered Show Display new price without updating receipt Done Completes the discount and update receipt The price is changed on the receipt and highlighted in green If you have selected the Show Markdown at Register option in the File Options the markdown percentage is shown in the Mk column on the far right of the line item e 39 Receipt Discount A Receipt Discount is a percentage dollar amount or a bottom line amount that can be applied to the receipt Do NOT confuse a Receipt Discount with an Item Discount A Receipt Discount applies to the entire receipt An Item Discount applies to a particular line item on the receipt The amount is deducted from the subtotals before sales tax is computed When analyzing sales each item on the receipt is discounted proportionately NOTE To calculate an accumulated discount First apply a line item discount and then a total s discount Otherwise each discount is applied to the original price When applying a Total Discount you must first scan all the items on the receipt before beginning the discount S
82. field Then choose one of the following Accept the customers shipping and print out the accompanying packing list Accept the customers shipping without printing out a packing list Print Customer mailing labels NOTE Merchandise that is not in stock can be indicated the out of stock box This allows the customers to be removed shipping picking window e 73 Reports POS Reports A POS Report shows you the merchandise that you have sold You can view your sales for a day a month a year or any period you want The POS Report provides you with a picture of your sales in a variety of ways For instance you can view a report of each of the styles sold in the footwear department in the last 2 weeks broken down by brand customer and discount reason These reports can be grouped using the default groups shown Brand Department Season Gender Color 1 Store or Zip Code of by creating a custom group for which you can select any combination of 3 groups From the menu select Report POS Reports The POS Reports window displays Group By Brand Department Season Custom None Gender Color 1 Store Zip Code Detail Categories Sort B 0 y t CLOTHING Brand NIKE Department x type Y Se Style Sub Type pMarkdowms Ext All Price Point le eases Size Season CO Back Office Store Gender Or C Price Changes PA z Direction
83. g Void Refer to the instructions in this section entitled Voiding a Receipt Print a list of the items currently displayed by selecting Print List Close and exit this window by selecting Exit Quick Search Advanced Search Dates Sale Type Receipt Dates to Store ALL i C Receipt Pickup Date to Receipttt C Layaway Ready for Pick Up C Special Order Sales Hep C Gift Certificate Last Install Date to Attributes Customer Status T Has Credit Left 7 Voided Sales Last Name fe ALL F Shipping TT Has Discounts C Opened F Not Fully Shipped f Has Due G Find Clear C Closed Fin Days Inactive e Clear Search Date Store Receipttt Clerk Reg Total Discount Due Credit Left Transaction 45 00 5 00 50 00 0 00 45 00 5 00 50 00 0 00 50 00 0 00 50 00 0 00 50 00 0 00 Receipt 0 00 sa 00 0 00 0 00 0 00 0 00 40 00 0 00 Receipt Receipt Receipt Layaway Layaway Receipt E 5 16 2000 1 13 USER USER 5 16 2000 1 14 USER USER 5 16 2000 1 15 USER G 5 16 2000 1 16 USER G 5 16 2000 1 17 USER G 5 17 2000 1 18 USER USER 5 7 20 A View S Void Print List le Exit e 65 Entering Advanced Search Criteria The Advanced Search tab provides many criteria for searching through your receipts You can use nearly any combination of criteria to find the desired receipts The following provides a brief desc
84. g box displays Enter the range of sales dates to be analyzed If you want to limit this report to a particular store s totals enter that store s number Select either a Summary or Item Detail report If you use two types of tax select the Type you want for this report Tax types are set up through the File Options General Tax Rates button Select Report to view the report Tax Totals Sale Dates MEAN ta 107 4200 Store Detali Summary tem Detail Report e 79 Reports Used Credits Gift Certificates This report provides a list of either store credits or gift certificates that have already been used The list includes each credit or gift certificate with the date used the original receipt the store that issued the credit or gift certificate the date it was issued the dollar amount the receipt it was used toward and the store in which it was used From the menu select Reports Used Credits Gift Cert Select the Used Credits button if you want to review store credits Select Used Gift Certificates if you want to review gift certificates Enter any criteria such as the range of dates the number of the store that issued the credit or gift certificate or the number of store which it was used Select Report to view the report Used Credits and Gift Certificates Used Credits Used Gift Certificates Dates Used From fi 172672000 to i 22 4 2000 Used in Store fi Originated in Store Credi
85. h Simply return to the Find window to select additional items Select using the red down arrow until the item desired is highlighted Select OK The barcode quantity default value of one style number description and price are displayed on the receipt line of the Sale window Select Cancel to return to Sales Window without any selected merchandise View Item This allows you to view the inventory grid and full category breakdown of a style 1 On the Sales window select View Item The View Styles window displays Enter search criteria and select Search to find the desired styles View Styles Quick Search Advanced Search Style 578 Season hd Department CLOTHING i Brand Type Gender FE MALE Style Description ES ES DIVA 578 JEANS CASUAL JEANS 6 12 a Cust rice a sumas 43 To see customer pricing select Customer Price The customer pricing table allows you to set different prices for different customers You may have one group of customers that you charge certain special prices and another group of customers that you charge different prices Each group in the Customer Pricing Table is assigned a letter of the alphabet The letter of a particular group on the customer pricing table then corresponds to the Pricing Code entered in each customer s person information To view the list of recommended substitutions select Substitute You may want to view a list of substitutions you can suggest
86. hase orders can then be found in the Order It module Select OK or Cancel e 25 New Special Orders Situation 2 X and XT barcodes are written to the Make Special Order function in the Order It module This function enables you to convert the X or XT barcode to a defined item in inventory From the menu select Register Run Sales The New Receipt window displays Select the Special Order button at the top of the window In the Phone field enter the customer s phone number If this phone number is not recognized the Find Customer window appears with the list of all existing customers You can either select an existing customer or enter a new customer You MUST enter customer information for a special order since you need to track the customer s payments and be able to recall the special order in the future Select on the cell beneath Barcode so it is highlighted in blue and type in either X or XT X and XT barcodes represent a generic barcodes for items that is not yet in defined in the inventory To not charge tax on the item enter X for its barcode By default XT charges the first sales tax rate that you entered in the Tax Rates section of the Options If you want to charge a different tax rate on this item enter XT followed by the number of the tax rate For example if you want to charge the third tax rate in the Tax Rates section of Options enter XT3 for the item s barcode Type in as much information is available
87. he Quick Search Advanced Search or Serial tabs For a detailed explanation of the Advanced Search tab refer to the instructions in this chapter entitled Entering Advanced Search Criteria Notice brand and style are added to the Advanced Criteria under Receipt Line Items To view rented merchandise enter the criteria in the Rentals tab Then select Search and the desired list of receipt line items are displayed store If searching by a particular register or tender type you must also enter the Quick Search Advanced Search Serial Rentals Inventory Search Dates From to Brand Style 3 Last Installment Dates Status Sales Ma Clear Search From to e ALL Salesperson Ke C Opened Options C Closed Sold From O B Has Credit Left Shipping Direction Type E 30 Days Inactive pa hot Shipped e ALL fe ALL on TR Order P Has Markdowns 7 Shipped C Sold Receipt Hera A Barcodes C Retumed Layaway 9 7 2000 50 9 7 2000 51 9 7 2000 52 9 7 2000 53 1 ST 2 NIKE W or RIDER i 1 1123450004 WING RIDER 1 1 1123450002 WING RIDER 1 1 1123450002 NIKE WING RIDER BLUE 1 50 00 0 00 1 1123450381 PUMA ALPP T4x1 WHT 3 1 75 00 0 00 1 1123450387 PUMA BIRKI BLUE 1 75 00 0 00 1 1123450387 PUMA BIRKI BLUE 1 75 00 0 00 DA Totals 1357 84 337 97 422 02 q Adjustment Print List le Exit From this dialog box you can
88. he correct ext and size on the inventory search window and select OK If the style or name is not known search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find View bem Alter Line ltem 1123450474 1 GETYU121 BLUE fas 7500 75 00 2 Lines 1 thems Purchased 1 thems Returned Select the Pay button When an exchange results in a positive receipt total then an amount is due from the customer Tender this amount as you would any other receipt total A negative receipt total indicates an amount overpaid Return this amount by store credit or reimburse by the appropriate tender e 15 Layaways A layaway is a receipt type that enables customers to pay for merchandise with installments over a period of time Each layaway receipt updates and tracks inventory movements tender payments and customer information A Layaway is initiated when the Layaway button is selected at the top of the New Receipt window Once the customer name is recorded merchandise can be added an installment can be tendered and the Layaway receipt can be printed There are no limits on the number of separate installments a customer can tender A layaway will remain open until a full payment is tendered and the customer picks up the merchandise or if the layaway is closed and installments are reimbursed or issued a store credit Layaways share the same numbering
89. he list That credit is no longer being applied to the current receipt Select Done to return to the Sale Window e 37 Using Gift Certificates To apply a gift certificate as payment toward a receipt Select the Credit Disc button The Credits and Discounts dialog box is displayed Select the Use a Gift Certificate button and the Gift Cert field is highlighted yellow Use the number pad on the window to enter either the receipt number of the gift certificate or the gift certificate s pre printed number Credits and Discounts Use a Gift Certificate Credit Gift Cert 879685 ETE mount _ x y X Cancel Amount Off Sub Total Line Discounts Add l Discounts Charges Tax Total Credits Gifts Paid Total Due Select OK when you have finished entering the gift certificate number If the gift certificate Number you enter belongs to more than one gift certificate the Choose Gift Certificate window displays listing all the stores that have this gift certificate number along with the date and amount of each matching gift certificate Highlight the gift certificate that is being used and select OK The receipt number and amount of this gift certificate displays in the gift certificate list at the top of the window The Credits Gifts field and the Total Due are updated accordingly Select Done NOTE You may want to cancel a gift certificate once you have entered it Highlight the gift certificate
90. hen you have selected all the items and are ready to receive payment from the customer select Pay Enter payment as you would for a typical sale and then select Done 45 Additional item Searching method Situations arise when a scanned barcode or the style entered is unknown to Run It Perhaps a barcode tag code is unreadable or the item has been erroneously placed on the sale floor before it could properly be defined in inventory If Run It does not recognize the item scanned a window displays asking if you wish to search for the item in the inventory If you answer Yes an inventory search window displays If you select Yes the Inventory Search window displays In the Style field provided enter all or part of the item s style number and select Search A list of all matching SKUs displays Highlight the item that is being sold and select OK That item displays on the Sale Window as if you had scanned it If you do not wish to search for an existing style select No When you are returned to the Sale Window type XT for this item s barcode 46 X Sales Undefined Items X and XT are barcodes used to record the sale of items that are not defined in inventory Instead of scanning a barcode enter X or XT for this item s barcode and press Enter Press Enter once again to move to across to the Style field Enter style extension if applicable size if applicable description and price for this item Ot
91. hoose Suggested Additions Please suggest the following Items to pour customer Brand ee A JEANS Fashion jeans 938 On Hand 65 576 JEANS CASUAL JEANS 50 On Hand IM 5 48 Punch In Out Employees can punch in and out of the time clock without ever having to leave the Sale Window They can simply select Punch In Out at the top right the New receipt window In the Time Clock window that displays enter your login name and select OK For more information on using the Time Clock refer to the instructions in this chapter entitled Time Clock Time Clock Login Hame STEVE Cd First lone Lost IMEI Punched In 1 50 55 Pm Punched Out en Ready Date If you need to perform alterations or other work on the items being sold you may want to enter a special charge for this work You may also want to keep track of when the customer picks up this merchandise once the work has been completed NOTES If you charge sales tax on alterations the tax rate s must be entered in Setup Options under Alterations Sales Tax If you do not set a tax rate on alterations charges in the Options then no tax is charged on alteration charges The Pay button is not enabled until an item is added to the receipt Select the Ready Date button The Ready Date Alteration Charge dialog box displays Enter the Alteration Charge and Ready Date Select OK The charge for alterations shows in the Other Charges field The Total and Total Due are updated
92. ing Special Order Lol nsialiment Buy Return Barcode Oty Style Ext Size Description Price Extended Sispren 1123450021 11567 JEANS os xS fashion jeans 65 00 65 00 USER Discount ltem Quick Find Find Item View ltem Alter Line ltem Item Notes No Sale Reconcile Drawer ha Back Office Reports 1 Lines 1 Items Purchased 0 Items Returned Credits Disc Finish le Exit j f Pay jz From Quote From Registry Quick Transfer Comments Sub Tota Sub tS ial Discounts Other Charges Tax Totals Tote CITE Paid MO Total Due EEG Administration 5 5 2000 7 54 46 PM You are You are logged in as USER inas USER NOTE If you use a special in store Special Order to track Special Orders select Lwy SO info and in theOur Layaway Special Order field enter this Special Order in store Then select Exit When you are ready to accept payment from the customer select Pay Enter the amount of this installment Based on the tender type selected do one of the following Cash On Account Travelers Checks Enter the amount of the payment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the payment using either the keyboard or the
93. ing a layaway for updating You can either enter customer information phone number or you can enter the original layaway receipt number These methods also can be used in the other chapter Closing a Layaway and modifying a layaway NOTE Layaways are store specific and therefore can only be retrieved from originating store location To retrieve a layaway and enter an installment From the menu select Register Run Sales The New Receipt window displays Use one of the following two methods to retrieve the layaway Method 1 Enter the customer s phone number in the Phone field and Press the Enter key Select the Do Installment button The Update Layaway Special Order window displays with a list of this customer s open layaways and special orders Highlight the layaway you want to update and select OK Method 2 Select the Do Installment button Enter either the receipt number of the Special Order in the Enter Receipt field or enter the store s Special Order in the Enter Our Layaway or Special Order field Then select OK Update Layaway Special Order Update Layaway Special Order Open Layaways Special Orders for John Doe Enter Receiptit 9 1 4 26 2000 226 19 126 19 E 10 1 4 26 2000 54 13 34 13 A Enter Dur Layaway or Special Order Store fi X Cancel Dl X Cancel ga Sell 1tl Layaway 9 Last User USER File Edit Register Back Office Reports Administration Email Window Help Layaway 9 Last
94. ipped Then select OK Item Leaving from This allows you to sell the item from a store besides the store in which you are Store entering the receipt This is very useful if your stores are showrooms and most of your inventory is kept in warehouses When you select the Item Leaving from Store button a window displays that shows each store that has this item in stock and the quantity each store currently has Highlight the store you want this item to leave from and select Ship from Selected Store When the sale is completed the item s are removed from the inventory of the selected store The Item Leaving from Store feature is only available if you have selected the Sell Ship from multi store option through File Options The receipt indicated the store the receipt was created Salesperson Changes the salesperson for the current line item When you select the Salesperson button the Find Employee window displays with a list of all employees You can search through the list of employees by entering the first letters of the Login Name in the Login field Highlight the desired salesperson and select OK That person has now been assigned as the salesperson for this line item Family member When enabled done through File Options allows you to enter the name of a family member for whom each line items is being purchased This information is used when printing mailing labels for your customers When enabled SLS Code field becomes the member field and
95. isplays Retrieve the special order by following steps 1 2 of Updating a Special Order Select Lwy SO Info Layaway Special Order Information Payments Information Date Tender Amount a 4 2000 420 00 Status Open Units Picked Up Oo Amount Picked Up 0 00 Penalty CS Date Closed po 3 Credit Issued 0 00 Select Cancel Layaway Special Order Select the reimbursement type based on the following guidelines Close Special Order No Credit Store Credit Relmburze Paid 10 00 Credit 10 00 To issue no credit select No Credit then select Done To issue a store credit select Store Credit enter the penalty you are charging and select OK The amount of the Store Credit is shown in the Credit field Select Done to print the receipt for the store credit To reimburse the customer select Reimburse enter the penalty you are charging and select OK The amount being reimbursed to the customer is shown in the Credit field Select Done When the Tender for Reimbursement window displays deselect the button for the tender you are using to reimburse this customer Select OK e 31 Modifying a Special Order Sometimes Special Orders are modified to add or subtract merchandise as well as their quantities listed Modifying a Special Order presents two methods depending upon when the specific Special Order was created or last modified Same day modifications do not create
96. isplays exactly like the original or previous modified layaway However an internal adjustment receipt is created to reverse the original or previous modified layaway In addition the paid installment amount is now a store credit applied to receipt Layaway Special Order Information Payments Information Date Tender Amount 4 Status Open 9 1 2000 Units Picked Up 0 Amount Picked Up 0 00 View Payment BERET aaa Penalty 0 00 p Date Closed Credit Issued 0 00 d J Our Layaway Special Order Our Do not exit the Run Sales screen without completing the transaction Add or subtract the relevant merchandise on the Layaway Select the pay If the changes result in more payments select tender and enter the applicable amount If the changers result in an over payment Run lt offers store credit or reimbursement of over payment If there is there no change in the amount of payment select Cash OK and Yes to indicate a zero payment NOTE When Run lt modifies Next Day Layaways it will make a reverse receipt entry in the receipt table that can be viewed in receipt listings followed by the new active receipt This generates a new receipt for the customer e 21 Special Order Special Order receipts are typically used to sell merchandise that is not currently on hand and or defined in your existing inventory Additionally Special Orders
97. items from a quote that has been given When you sell items from a quote the customer associated with the quote automatically becomes the customer for the receipt In addition if the quote has a shipping address that shipping address is applied to the receipt Select From Quote button To find the desired quote use the search criteria at the top and select Search Highlight the quote that the customer wants to purchase from and select the Choose button That quote is now displayed uote Listing Customer Dates E to Last ei Find Search Valid Until to c Clear Search 8 Clear IV Only Opened AAA i 5 25 2000 SUPER Davis Miles 5 17 2000 6 24 2000 SUPEF Randall Ten Li Choose Highlight the item you are selling and select the OK button If the customer is purchasing all items on this quote choose Select All Then skip to step 6 Date 5 17 2000 Quote Good Url 6 24 2000 Comments First Customer Tony Randall Find View OS Clear i hipping Address Tony Randall i Find View Clear AAA ae 1123450005 Total Units Total AM Select All You are prompted to enter the quantity of this item that is being purchased Enter the quantity and then select OK Qty to Purchase Qty il X Cancel Jf OK When prompted about if the customer is purchasing another item from this quote select one of the following If you sel
98. its is the number of days for Monthly Units is the number of months Select Enter The Price Day Week Month Hour field is highlighted in yellow Enter the price you are charging for each time unit of this rental Select OK and the new quantity and price displays on the Sale Window If you are using the Variable method when the Price field is highlighted in yellow enter the price you are charging for this rental Select OK The Date Select window displays Use the red arrows to select the desired month and year On the calendar highlight the date that this item is due back from the customer Select OK Rental Terms Daily Weekly Monthly Hourly Variable Units Price Day 12 00 X Cancel e 35 Retrieving a Rental Receipt for Returning Items When the customer is returning rented merchandise there are two methods that can be used to retrieve a rental receipt Select the Rental button Use one of the following two methods to retrieve the rental Enter the customer s phone number in the Phone field Select the Return button The Return on Rental window displays with a list of this customer s open rentals Highlight the rental and select OK Select the Return button Enter either the receipt number or item s barcode serial and select OK The Sale Window for this Rental displays on window Return on Rental Scan Barcode or Serial oo OR Enter Receipt X Cancel NOTE If th
99. le in the morning If successful then there will be no message displayed however an exception to this would be if no phone calls were made to the satellite locations If this was the case then the screen in the morning will be still in the Link It screen Please alert your supervisor If polling was not successful then you need to print the Polling Log The polling log is printed by going into Link It clicking on Logs then Show Logs then Print Full Log The polling log consists of two main sections a LOG section which is a summary of the polling attempts and a MESSAGES section which provides a more detailed list about the polling process The last line in the LOG section will tell you whether polling was successful or whether it failed at some point If the last line is Polling Successful then the polling was successful otherwise the last line indicates at which point the polling failed For example if the last line is Combining Files then something went wrong at the point where the files were being combined The MESSAGES section gives you more detail about what happened For example if the last line of the LOG section is Combining files the MESSAGES section has a line for each file being combined Once printed out fax polling log to Run It 212 425 4149 Attention tech Support e 105 Appendix E Setting up Employees It is important that you enter information for all of your employees in Run lt Employee information must be ent
100. ling Setup Link It For more information refer to the instructions in this chapter called Polling e 103 Appendix D Polling Polling is the process by which computers at multiple stores exchange and update each other s information For example the stores send their sales data to the main office and the main office sends updated inventory information to the stores Each store assigns one computer to serve as the polling computer The polling computer at the warehouse or office is assigned to be the central polling computer The other polling computers are set as satellites Polling typically occurs every night at a scheduled time when all the stores are closed At the scheduled time the central computer dials each of the satellite computers and requests any new or changed data since the last polling After the central has called all the satellite stores and obtained their data the central processes and merges this data into its own files The central then calls all of the satellites a second time to give them the updated data from all the stores The Date to Poll From field on the Link It Poll by Phone screen is normally set automatically by the program The Link It program checks the date of each of the satellite stores that was successfully polled then enters the oldest of these dates as the date to poll from If for any reason you need to change this date you can change it on the Poll by Phone screen Note that the date entered at the mai
101. lready been applied to a transaction Print Closeout Receipts allows you to use the Closeout Receipt button from the Close Out feature Scan Photo at Register allows you to scan a new customer photo at the point of sale This is only applicable if you have the Scan It module Use Back Office allows access to the Back Office menu in Sell It View Sales allows you to use the Review Receipts function Modify Sales allows you to modify existing receipts Void Sales allows you to void existing receipts View Tender List allows you to use the Tendered Listing View Merch Sold allows you to view Receipt Line Items Run POS Reports allows you to run all the reports in the Reports menu of the Sell It Back Office View Daily Back Office allows access to the Daily Back Office menu in Sell It View Sales Activity allows you to view Sales Activity Edit Sales Activity allows you to modify Sales Activity View Register allows you to view Register Activity Edit Register allows you to modify Register Activity View Salesman Activity allows you to view Salesman Activity Edit Salesman Activity allows you to modify Salesman Activity View Payouts allows you to view Payouts Edit Payouts allows you to modify payouts Delete Payouts allows you to remove a payout from Run It Use Sales Adjustments allows you to use the Sales Adjustments feature in the Sales menu of the Sell It Back Office View Punches allows you to view time clock punches from
102. m allows you to remove confirmation from transfers that have already been confirmed Purchase Orders Use Purchase Orders allows you to view purchase orders New Purchase Orders allows you to enter new purchase orders Modify Purchase Orders allows you to modify information on the Purchase Order Header screen of existing purchase orders Delete Purchase Orders allows you to remove purchase orders from Run lt Approve Purchase Orders allows you to approve purchase orders This is only applicable if you have selected the Must Approve PO s RA s option in the Company Information Modify Ordering Quantities allows you to enter ordering quantities on a new PO and to change ordering quantities on an existing PO If you are not given this access you will still be able to enter style s on purchase orders but not the quantities being ordered Modify DO Receiving allows you to perform receiving on purchase orders See Costs on POs allows you to see your costs when working with purchase orders Show Costs on POs and Receiving Statements will show the costs on PO printouts and receiving statements that this employee prints Show Vendor on POs RAs and Statements allows you to see vendors on PO and RA headers Also will show the vendor on PO and RA printouts and receiving statements that this employee prints e 114 Inventory Use Inventory allows you access to the Inventory menus in Move lt and Order It New Inventory allows you to
103. mber pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the installment Once payment is complete select Done The receipt prints NOTE If you have selected the Full payment required up front option through File Options the customer must pay the full balance of the rental If this option has not been selected you only need to accept a partial payment from the customer An installment of a zero amount is permissible only if cash is the selected tender Run lt however displays a warning message to confirm if the zero amount is correct and ask if you want to proceed Split payments are not permitted as installment payment As a result there is no Done button 34 Rental Terms You can adjust the rental terms and pricing for an item that is being rented If you want to adjust the rental terms for an item on this rental highlight the item and select Rental Terms Select the button Daily Weekly Monthly Hourly Variable of the rental method being used for this item Setting the terms for the first four of these methods is nearly identical However the Variable method differs from the others If you are using one of the first four methods when the Units field is highlighted in yellow enter the number of time units for this rental e g for Daily Un
104. mit To s allows you to attach vendors and remit to s to brands in the Brands section of the Divisions menu in Inventory Payables Approve Dispute Payables allows you to adjust the status of merchandise on payables This is only applicable if you have selected the Use Approval Disputes on Receiving option in Company Information see page Error Bookmark not defined Know It Use Macros allows you to set up and run Know It macros Use Inventory Reports allows you to run all reports and graphs in the Inventory menu Use Purchase Order Receiving Reports allows you to run all Ordering Receiving reports Use Employee Reports allows you to run all Employee reports Use Customer Reports allows you to run all Customer reports Use General Reports allows you to run all reports and graphs in the General menu Maintenance Archive Data allows you to archive and unarchive Run lt data Confirmations allows you to perform confirmations Setup allows you to set and modify all information in the Setup of the Utilities menu Daily allows you to use all features in the Daily menu of Maintenance e 115
105. mp tax rates For more information refer to the instructions in this chapter called Alter Line Item Window Used to add information to a receipt that is specific to the item being purchased These notes are then printed on a receipt For example Damaged item extend return policy on this item an extra week If receipt comments are selected in File Options than the item notes will not be displayed on the receipt For more information refer to the instructions in this chapter called Item Notes Displays item information with a quantity of 1 suggested on the invoice Accepts alternative barcodes as well as UPC s Use these buttons to scroll through the list of displayed items To remove an item highlight it and select the Delete button Displays the Credit Window This window has multiple functions including redeeming store credits redeeming gift certificates amp discounting an entire receipt For more information refer to the instructions in this chapter called Store Credits Gift Certificates Displays a menu of receipt categories that are used for recording information pertaining to the receipt For example Advertising Weather etc To use receipt categories you must record your choices through File Options For more information refer to the instructions in this chapter called More Button Suspends one receipt in progress Used primarily to allow a customer to continue shopping without canceling the sale 8 re ringing the me
106. mplete security profile for this employee Select all the appropriate options this employee should have access to A check will appear in the box next to a function if the employee has access to it If you wish to deny access to this option select it again and the box will become blank NOTE Refer to Appendix D for description of each security setting When you have finished setting this person s access select OK e 109 Copying Security Access from Another User To set an employee s access by copying another employee s access do the following From the menu select File Options and select the Employees Security tab Select the name of the employee whose access you wish to modify Select Copy Security Double select the user whose security access you wish to copy Select OK Removing a User s Access To completely remove a user s access to Run lt do the following From the menu select File Options and select the Employees Security tab Highlight the employee whose access you wish to delete and select Delete e 110 About Security Settings This section provides a brief description of each of the security privileges that can be set for users in Run lt General This tab allows you to set access to each of the Run It modules Giving an employee access to a module at least allows him to log in to that module Use Setups access to the Setup menu in any module Change Setups allows you to modify the Options View Store
107. n Goldman Rob 201 440 2764 212 420 1749 19 351 7542 914 446 7533 718 981 6822 718 356 5837 Status Everyone C Only Active Only Terminated 471797 171797 171796 171797 171794 171794 ROBG IRA IAIN ROBH IAN USER USER USER GH ROB USER E Delete Print List E sce A Codes MN gt gt Alo gt gt po e 106 Setting up a New Employee From the menu bar select File Options In the Company Information and Settings window click the Employees Security tab Enter the employee s last and first names and the number of the store in which he or she will be working Enter all applicable information on each tab When you are finished entering the information on all tabs select OK to save this employee s information TAB Personal Payroll Commissions Security DESCRIPTION This is where you enter the employee s basic information Enter this person s address phone numbers and social security number Enter or select a type for this employee e g Manager Cashier or Salesperson Enter the date this person was hired This is used to set the payroll information for this employee Enter the employee s hourly or weekly rate of pay and his or her overtime rate Enter and select all other necessary information for this employee The information on the Payroll tab is used for your payroll system This is where you enter the employee s special commission rates These are the commissi
108. n slip prints For security purposes the person performing the pickup should sign the slip on the signature line Adding Money to the Register From the menu select Register Pickups The Pickup dialog box displays In the Comments field enter a brief description of this pickup In the Cash In field enter the dollar amount you are adding to the register Select OK The amount is automatically added to the register total A pickup confirmation slip prints For security purposes the person performing the pickup should sign the slip on the signature line e 55 No Sale If you are at the Run Sale Window and the cash drawer needs to be opened for some reason such as to make change you can perform a No Sale The No Sale feature is used to open the cash drawer without adding or subtracting any money This is helpful if for instance you need to make change of a dollar It can also be used to check the status of the cash drawer The No Sale records the date time and person who opened the drawer No sales can reviewed in Administration No Sale To open the cash drawer for a No Sale From the menu select Register No Sale In the Reason field enter the reason why you are opening the drawer Date 5 18 2000 Time 5 12 58 PM Register Name a Reason AFTERNOON DRAW COUNT X Cancel J DK Select OK and the drawer opens e 56 Reconcile Drawer At the beginning of each day or shift each cashier enters th
109. n polling computer overrides the date entered at the satellites Although you normally don t change the date you may do so if you want to re send back poll older information to the satellite computers You should enter the time that you want to start polling to start in the Wait Until field on the Poll by Phone screen You should specify a time at which all of the satellite stores will be closed and ready to receive a call For example if the stores close at 9pm you could set the Wait Until time to 10pm You only have to specify a time on the central polling computer you can leave the Wait Until field blank at the satellite stores This way the satellite computers will immediately be ready to receive a call from the central polling computer Although you normally don t change the time once it is set you may do so if you want to adjust the scheduling of the stores How Should the we setup for polling each night From the Main menu select Link It Link wW as Data Exchange J 2 Select Poll By Phone 3 Select Start Polling You will see a message You have not entered a time to wait until Are you sure you want to proceed Select Yes The computer will immediately start exporting its files and then wait for a call e 104 How Do we know if polling was successful each night If polling was not successful then the message Polling not Successful will be displayed when entering any Run It modu
110. n the same Receipt If the Ask for Return setup option is selected then follow steps 1 3 from steps of the procedure differ From the menu select Register Run Sales The New Receipt window displays Select the Return button NOTE If the Ask for Return option was selected follow steps 2 4 under Ask for Return situation 2 otherwise continue with step 3 Do one of the following Scan the barcode of the product being returned Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight the correct ext and size on the inventory search window and select OK If the style or name is not known search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find Find Item For more information refer to the instructions in this chapter called Find Item Select Buy Do one of the following Scan the barcode of the product being purchased Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight t
111. nch Out times You cannot edit this field e 96 Administration No Sales This lists all No Sales for a particular range of dates No Sales are performed by using the No Sale feature From the menu select Administration No Sales The No Sale Listing displays showing the list of today s No Sales To view the desired list of No Sales enter the range of dates and or store number and select Search From this dialog box you can also perform the following tasks Edit an existing No sale by highlighting the No Sale selecting Edit and making any changes Print a list of the currently displayed items by selecting Print List Close and exit this dialog box by selecting Done Dates 6 12 2000 to 6 12 2000 o Clear Search Search Store a a Comment l 6 12 2000 E Count Draw 6 12 2000 5 21 09 PM 1 USER Break 100 s for change Print List e 97 Administration Employee Checks Cashed This is used to review checks that were cashed using the Employee Check Cashing feature From the menu select Administration Employee Checks Cashed The Employee Checks Cashed Listing displays showing the list of the checks that have been cashed today To view the desired list of cashed checks enter the range of dates and or store number and select Search Dates E 9 2000 to E 5 2000 E Clear Search 7 Search Store Store Register Date Time Employee 1 1 USER 11 5 2000 1 42 05 PM USER 125 37 2 11 5 2000 1 42 50 PM ne
112. nd the total hours for the week will appear in the upper right Select OK to save this week s schedule RELATED TASKS To copy the highlighted schedule to the upcoming week select Copy To edit the highlighted schedule select Edit To delete the highlighted schedule select Delete e 108 Security Security is an important feature of the Run it system Security levels allow you to control which functions of the program the users employees can access You may want certain employees to have access to only some parts of the system You must have at least one user who has full access to all parts of Run lt If you are going to set each user s access individually it is easiest to set it when you create the user in the Employee setup However if you want to duplicate the security access of one employee for another employee you would do this from the Security setup screen This is helpful if you want certain groups of employees to have the same clearance e g managers cashiers NOTES Before working on system security you must enter your employees in the Employees screen in the Setup menu Without a list of employees there is nobody to give security access to When Run It is installed it automatically creates a user whose login name is USER and whose password is 12345 This user has complete access to all parts of the system From the menu select File Options and select the Employees Security tab Search for the employee for whom you
113. ndow and is shown exactly like the original or previous Modified Special Order However an internal adjustment receipt was created to reverse the original or previous modified layaway In addition the paid installment amount is now store credit applied to the receipt WARNING Do not exit the Run Sales screen without completing the transaction Select pay and tender If the changes result in applying more money select tender and enter amount If the changers result in an over payment Run It offers the options for store credit or reimbursement of over payment If there is there no change in the amount of payment select Cash OK and Yes to indicate a zero payment NOTE When Run It modifies Next Day Layaways it will make a reverse receipt entry in the receipt table that can be viewed in receipt listings followed by the new active receipt This generates a new receipt for the customer e 32 Gift Certificates Gift certificates are non inventory items that can be sold and later redeemed for merchandise A Gift Certificate is issued as a special receipt type and must be performed separately from register operations sales returns layaways special orders So if a customer is purchasing an item and also wants to buy a gift certificate the register purchase and the gift certificate purchase are performed on two separate receipts If your store uses preprinted gift certificates enter the number of the preprinted certificate in the Our
114. ng the amount paid Tender Amount Displays list of each paid tender on this receipt Select x to remove the highlighted Box tender from this receipt Cancel Cancel Payments and returns you to the New Receipt window Back When entering tender amount Back will erase amount entered OK Completes the tendering and displays tender amount in the Payment Display Done Completes the transaction and prints the receipt Performing a Basic Sale This step allows you to make a basic sale without the customer name or salesperson From the menu window select Register Run Sales The New Receipt window displays In the middle of the window click on the blue cell directly beneath the Barcode column heading Do one of the following Scan the barcode of the product being purchased Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight the correct ext and size on the inventory search window and select OK If the style or name is not known you have the option to search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find Find Item For more information refer to the instructions in this chapter called Find Item 4 The item displays
115. o the instructions in this sections entitled Creating a New Punch Edit an existing punch by highlighting the applicable line punch selecting Edit and making the necessary changes Delete an existing punch by highlighting the desired line Punch and selecting Delete Print a list of the currently displayed punches by selecting Print List Print a separate sheet for each employee on the current list by selecting Punch Cards The report window displays and contains a report showing the details for the selected employee Close and exit this dialog box by selecting Exit When all selections entries are made click OK If you attempt to enter a punch that has previously been entered a warning message displays indicating an invalid entry FIELD DESCRIPTION Login Name Enter the applicable login name If you enter an invalid name a warning message is displayed Click OK and reenter the login name again Date By default the current date is displayed To select a different date either click the Calendar icon and select the applicable date or type the date in the field in the format MM DD YYYY Punch In Enter the punch in time in the format HH MM SS AM PM Punch Out Enter the punch out time in the format HH MM SS AM PM Hrs By default this field automatically calculated when you enter the Punch In and Punch Out times You cannot edit this field Min By default this field automatically calculated when you enter the Punch In and Pu
116. oceed Split payments are not permitted as installment payment As a result there is no Done button Select OK A receipt prints the installment on this Special Order If you enabled Create PO s from Special Orders through File Options you are prompted to create a purchase order for the items on this special order By default all items and quantities listed on the Special Order are selected Special Order Select the items to place on a PO and press OF Press Cancel to Skip making a PO Jaw end Sve Seo peron x Cancel e 27 Select any items that you do not want to be written to a Purchase Order Change the quantities to any item listed You cannot request quantities greater than what is listed on the Special Order Select Cancel A Purchase Order is not created however the item is stored in the Make Special order function Then at a later time these Special Order items can be consolidated and put on a purchase order NOTE Only those items that belong to brands with attached vendors can have orders automatically created for them These purchase orders can then be found in the Order It Purchase Orders e 28 Updating a Special Order This is used to enter subsequent installments on a special order There are two methods for retrieving Special Orders for updating You can either enter the customer information e g phone number or original Special Order receipt number or store s Special Order Special Ord
117. of employees by entering the first few characters of the salesperson s Login Name in the Login field Highlight the desired salesperson and select OK That person has now been assigned as the salesperson for this line item NOTE The Member cell on a line item is used if you want to keep track of each of a customer s family members for whom the items are being purchased If you have selected the Use Family Member Name option in the File Options the Member field replaces the Salesman field on the receipt However you can change the salesperson for a particular line item by double selecting on the line 42 Inventory Searches Find Item To find an item do the following Select the Find Item button The Find Item search window displays Using the fields provided enter or select the criteria for the desired merchandise The description field is case sensitive Be very specific when using this field for searches Find Item Detail Categories Style 567 JEANS Department i Search Brand DIVA Type E Cea Seach a Clear Search Ext Store fi Sub Type Size Stock Price Point Description Season Gender fashion jeans 567 JEANS 1 fashion jeans 567 JEANS 1 fashion jeans 567 JEANS 1 fashion jeans 567 JEANS 1 fashion jeans x Cancel Select Search A listing by item that matches the search criteria displays with their on hand quantities Only one item can be selected per searc
118. olved are updated To undo a sales adjustment Highlight the item whose sales adjustment you want to undo and select Adjustment The Sales Adjustment window displays showing the new item on top and in white The original item is shown in yellow To replace the new item with the original item thereby undoing the adjustment select Undo The associated receipt is updated with the original item In addition the inventory quantities of the items involved are updated e 71 Back Office Sales Adjustments This feature provides a list of all sales adjustments that have been performed using the Adjustment button in Receipt Line Items You can also undo an adjustment from here From the menu select Back Office Sales Adjustments The Sales Adjustments window displays and shows any adjustments made for the current day From this window you can perform the following tasks Search for any adjusted items by entering a date range in the Dates from to fields a store number and selecting Search View the details of a particular adjustment by highlighting the item and selecting View The Sales Adjustment window for that item displays showing the current item on top and in white The original item is shown in yellow To replace the current item with the original item thereby undoing the adjustment select Undo The associated receipt is updated with the original item In addition the inventory quantities of the items involved is updated
119. on rates that will be applied to each item this person sells You can enter a standard commission rate which is what this person normally receives when he or she sells an item You can also set special markdown commission rates that a salesman will receive in place of the standard rate when he sells an item with a register markdown Enter this person s standard commission rate in the Commission field This is the commission rate this employee will normally earn when selling an item Select New to enter this employee s first Special Commission Rate at Markdown Levels Enter the range of markdown percentages for this special commission level For example if you want this special commission to apply to items sold at a register markdown of between 10 and 20 enter 10 in the at least field and 20 in the less than field Enter the commission rate this employee will receive for selling an item within this markdown range Select OK To enter additional special markdown levels for commissions repeat steps 2 5 RELATED TASKS To edit existing information highlight the range you want to modify make your changes and select Edit To delete existing information highlight the range you want to delete and select Delete This is where you enter the security access for the employee Security levels for employees can also be set in the Security setup For information on setting security refer to the section entitled Security Each emplo
120. one numbers for the two similar customers If this is a duplicate select the buttons for the correct names address information and phone numbers Then select the Merge button Those two customers have now been merged into one customer that has the selected name address and phone numbers This merged customer has a combination of the receipts merchandise and sales history from both customers If a possible duplicate is found but you want to keep the two customers separate select Skip Delete an existing item by highlighting the applicable customer in the list and selecting Delete Close and exit the dialog box by selecting the Exit button e 82 Entering a New Customer A new customer can be entered in two places at the point of sale or through the Back Office While viewing the Customer Listing window select the New button The Enter New Customer dialog box displays By default the Address information window displays At the top of the window enter the customer s Last and First name You can also enter this person s Company Name and a Personal ID The customer information is broken up into several sections Address the default window Comments Ship To s Receipts Merchandise History Restrictions Personal Account and Children Each section has its own button Select the button for the section you want and enter all applicable information When you have entered the information for this customer select OK to save Ent
121. ot accepted as a tender payment for this customer No Charges Credit Cards are not accepted as tender payment for this customer No Statements Account statements will not generated for this Account customer No Mailing Label Mailing Labels are not printed for this customer No Sales Tax Tax is not charged on purchases Enter the tax exemption number in the Reseller field e 85 Customer Personal This allows you enter a variety of details about the customer include general information birthday anniversary regular salesperson discount etc his her merchandise brand preferences or customer s purchasing characteristics and whether there is a Parent Company account established View Customer FIELD BUTTON Special Dates Salesperson Pricing Code Discount Preferences Categories Photo Parent Company Title MR Last DANSON Company Name First TED Personal ID e Es pa Ai a Address Comments ShipTo s Receipts Merchandise History Restrictions Personal Account Children Information F 7 i Parent Company ENTER Special Date 1 a 1 2000 Name Select Parent Compan Bian Special Date 2 A 4 E ee chee eS Diear arent P Salesperson EUA 5 Use as a Parent Customer Pricing Code l Di T Categories iscount oOo SIZE 4 Photo Preferences SPORT NIKE y User 3 gt User 4 Jf OK X Cancel DESCRIPTION Enter MM DD Y
122. ote to connect Ending a PC Anywhere session In most situations the customer service representative will end the session However if you need to end the session The following steps should be taken to end the session 1 Right click the PC Anywhere icon in the system tray Select Cancel Host e 102 Appendix C Beginning of Day and End of Day Basic Suggetions Steps for Beginning of Day Punch In Employees For more information refer to the instructions in this chapter called Punch In Out Polling Check Link It For more information refer to the instructions in this chapter called Polling Reconcile Draw Enter beginning Draw cash Count For more information refer to the instructions in this chapter called Reconcile Drawer Steps for closing out at night Reconcile Draw Enter End of Day Draw cash count For more information refer to the instructions in this chapter called Reconcile Drawer Register Activity Review tender counts per register For more information refer to the instructions in this chapter called Register Listing Daily Activity Review Tender counts and Store statistics For more information refer to the instructions in this chapter called Daily Activity IC Verify Batch Out For more information refer to the instructions in this chapter called IC VERIFY CREDIT CARD PROCESSING Punch out Employees For more information refer to the instructions in this chapter called Punch In Out Pol
123. ou select Back Up you is returned to the Department window Sale Screen Selecting this button returns you to the Sale Window You can switch back and forth between the Sale Window and the Quick Find at any time Pay Takes you directly to the Pay dialog box through which you enter the tender type amount etc Using Quick Find Select Quick Find The Quick Find displays with a button for each of your departments Only those departments that have been set as Use Quick Find in the Categories section of Inventory displays on the Quick Find window Select on the department desired for the sale A window displays with a button for each Brand in this department Select on the brand desired for the sale A window displays with a button for each Type in this brand Select on the type desired for the sale A window displays with a button for each Sub Type in this type Select on the sub type desired for the sale A window displays with a button for each SKU in this sub type Each button has the description size if applicable and the selling price Select on the button of the SKU you are selling Select on the button for the item quantity that is being purchased If you selected the Skip Quantity on Quick Find option in the Options this is skipped and the item is automatically given a quantity of 1 You is returned to the main Quick Find window with the department buttons Repeat the previous steps for each item that the customer is purchasing W
124. ough File Options lf you have selected the Start with Quick Find Not Scanning option in the Quick Find Options the Quick Find automatically appears on the window when you select Run Sales CLOTHING DIVA PANTS BLK 11 5 50 00 BLK 12 50 00 BLU 6 50 00 BLU 6 5 50 00 BLU 7 50 00 BLU 7 5 50 00 BLU 8 50 00 BLU 8 5 50 00 BLU 9 50 00 BLU 9 5 50 00 BLU 10 50 00 BLU 10 5 50 00 BLU 11 50 00 BLU 11 5 50 00 BLU 12 50 00 WHT 6 50 00 Skip This button is enabled once you have selected a department It allows you to skip down to the SKU level for a particular section For instance if have just selected a brand and then select Skip a window with a button for each of the SKUs in this brand displays If you have just selected a department and then select Skip a window with a button for each of the SKUs in this department displays Using Skip makes the Quick Find even quicker Prev Next Each window in the Quick Find fits 16 buttons You may have more than 16 departments brands in a department etc This is where the Prev and Next buttons are used They let you move back and forth between windows on a particular level so you can choose from all possibilities Back Up Selecting this button returns you to the previous level you were on If you are on a Type window and you select Back Up you is returned to the Brands window If you were on the Department window and selected Skip to go to the SKUs when y
125. ough the item list To remove an item from the list highlight it and select the Kill Line button The Total Units and Total dollar amount are shown When all selections entries are made select OK Regist Date 571772000 Occasion Cassidy Wedding Occasion Date 7 1 2000 Discount First Customer 1 Comments David Cassidy i Find A View Clear Shipping ddress David Cassidy i Find m Find Q view O cear m Find Q view O cear Clear Second Customer Betty Boop i Find A View Clear EA Style Ext Size Description 1123450113 8914 SKI GOGG OS os NO FOG 1123450034 787 SKIS los 7 5 DOWN HILL SKIS 80 00 4items 0 items already purchased 4 Up x Cancel oy Select All Selling from a Registry This is used when a customer wishes to purchase items from a Registry that has been setup When you sell items from a Registry the Shipping address automatically becomes the shipping address for the receipt Select the Registry button To find the desired registry use the search criteria at the top and select Search Highlight the Registry that the customer wants to purchase from and select the Choose button That Registry is now displayed Highlight the item you are selling and select the OK button You are prompted to enter the quantity of this item that is being purchased Enter the quantity and then select OK When prompted about if the customer is p
126. rchandise For more information refer to the instructions in this chapter called Holding a Receipt Releases a suspended receipt For more information refer to the instructions in this chapter called Holding a Receipt Displays available quote listing window Automatically records quote information onto the receipt refer to the instructions in this chapter called Quotes Displays available Registry listing window Automatically records Registry information onto the receipt refer to the instructions in this chapter called Registry Creates Inter Store Transfers by selecting destination store amp scanning barcodes refer to the instructions in this chapter called Quick Transfer Used to add information to a receipt If you want to print or stop printing the comment on the receipt you must invoke the your choice through File Options refer to the instructions in this chapter called Comments Displays sales amount prior to the discounts other charges shipping amp Alterations taxes credits are applied to the receipt Displays sales amount plus or minus discounts other charges shipping amp Alterations and taxes applied to the receipt Displays Totals minus applied credits Ends sale in progress without saving the current receipt Accesses amp displays Pay window for tendering the receipt Alter Line Item Window The function allows you to modify the status of a receipt line item While viewing the New Receipt window
127. rents days receipt totals You can scan the items being returned or you can select the items being returned from the original receipt if you have selected the Ask for Return option through File Options Below are some of the Basic return situations addressing both the Ask for Return option selected and without the option selected Performing a Basic Return Situation 1 Ask for Return Not Selected From the menu select Register Run Sales The New Receipt window displays Select the Return button Do one of the following Scan the barcode of the product being returned Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight the correct ext and size on the inventory search window and select OK If the style or name is not known search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find Find Item For more information refer to the instructions in this chapter called Find Item NOTE If The Return Reason was selected through File Options a dialog box displays select the reason the return of these items using the up down arrows keys to move through the available choices Then select the OK button Return Di
128. ription of each of the search criteria on this tab FIELD Has Credit Left Days Inactive Has Discounts Voided Sales Has Due Shipping Not Fully Shipped Pick Up Date Ready for Pick Up Status Date from to Last Install from to Store Salesperson Customer Viewing a Receipt DESCRIPTION Displays only those store credits and gift certificates that are still usable Displays only receipts that have been inactive for a minimum of the entered number of days This is applicable only for Layaways Special Orders and Rentals Displays only those receipts that have discounts discount bottom line off or markdowns Displays only those receipts that have been voided Displays only receipts on which the customer still owes money or you owe the customer Displays only those receipts that have shipping information Displays only those receipts that still has merchandise to be shipped Searches for receipts that have been scheduled for pickup during a certain range of dates Displays only those receipts that have been set as ready for pickup Limits the list of receipts to only Opened or only Closed receipts This is applicable only for Layaways Special Orders and Rentals Limits the list to a range of original receipt dates Limits the list to a range of layaway special order installment dates Limits the list to receipts made from a particular store Limits the list only to merchandise sold by a particul
129. s Merchandise History Restrictions Personal Account Children DANSON 30 WEST STREET NEW YORK X Cancel Jf OK To copy from customer s address click Copy from customer To print a mailing label select Mailing label To modify an existing ship to highlight it in the list select Edit and make the necessary changes Customer Receipts This provides a list of each of this customer s receipts To view only open special orders with their corresponding purchase order numbers the number of units ordered and received click Show Opened Special Orders To view only open Store Credits and Gift Certificates click Show only Open Credits and Gift Certificates View Customer Title MR Last DANSO Company Name First TED Personal IDH a amp tA Address Comments Ship T o s Receipts Merchandise Histon Restrictions Personal Account Children Date Store Receipt Total Discount Due Credit Lett Last Install 4127142000 1 119 43 84 9 50 0 07 0 00 Receipt 12 4 2000 1 122 16 36 1 80 0 00 Receipt 12 4 2000 1 123 56 20 1 80 0 00 Receipt 12 1 2000 a 3500 E 12122000 1 121000 4871 500 3871 OOO Special Order 12 1 2000 10 20 2000 1 108 43 77 5 00 48 71 Rental A 10 20 2000 1 109 110 83 0 00 10 83 Rental 11282000 1 118 48 71 5 00 0 00 12 1 2000 Show only Open Credits and Gift Certificates Show Opened Special Orders Pa O Koms vK 84 Customer Merchandis
130. sales must be of at least a certain profit margin Enter the minimum profit margin for this employee s receipts in the Minimum Margin field Example If you want this employee to have a minimum profit margin of 20 enter 20 in the Minimum Margin field e 113 Customers View Customers allows you to view detailed customer information Modify Customers allows you to modify existing customers and enter new customers from the Back Office Delete Customers allows you to remove customers from Run lt Post TY LY Sales allows you to use the Post Sales button on the Customer Listing Change Personal ID allows you to modify a customer s Personal ID Merge Purge allows you to use the Merge Purge button on the Customer Listing Change Billing Discount allows you to modify a customer s discount percentage and the information on the Account section of his View Customer window Use Transfer Orders Use Transfers allows you to view transfer orders New Transfers allows you to create new transfer orders Modify Transfers allows you to make changes to existing transfer orders See Costs on Transfers allows you to see your costs when working with transfer orders Use Transfer Confirmations allows you to perform and view transfer confirmations See Actual Receiving allows you to view the quantities on the original transfer when you are confirming Add to Confirmations allows you to change transfers that have already been partially confirmed Un Confir
131. scount ltem Quick Find Find Item View Item Alter Line ltem Item Notes Barcode Qty Style Ext Size Description Serialt Price Extended Slsprsn 4 x 1 Lines D Items Purchased 1 Items Returned Credits Disc ecal Hola From Quote From Registry Quick Transfer Finish Sub Totals Totals stb To Tota ED awe crecio MONA i ther Charges E Yes ve e Pio MMM The lines of the items that are being returned are highlighted in red and the numbers in the Qty and Extended fields are negative The Subtotal Tax Total and Total Due are all in parentheses indicating a negative amount or that the customer is OWED money Process any other returned items Then select Pay The Credit or Reimburse dialog box displays Credit or Reimburse Reimburse XK Cancel e 12 Select your choice from the following Store Credit If Store Credit is selected a receipt for the credit is printed and the register is made ready for the next sale The amount returned may only be used for future store transactions Ifa customer name is entered on the receipt it updates the customers store credit balance The total is printed as a negative value on the customer s receipt for use in future purchases Customers may also receive a new store credit as change when they tender a purchase with store credit and the item purchased is less than the amount being tendered Reimburse lf selected the Pay dialog box displays and reflects an amount
132. sed with the sales tax rate you can set for a receipt in sales tax field in Shipping Information If want to automatically print a packing list with every shipping receipt go to the Receipt Printer section of Options and set the option to automatically print a packing list with every shipping receipt e 51 Item Notes Item Notes allows you enter information about a particular item on a receipt For example an item might be slightly damaged and you want to note that on the receipt Item notes also contain noted information pre entered via from the additional description field associated to item s style These notes print on the receipt only if comments are not enabled on the File Options Highlight a receipt line and select the Notes button In the Notes dialog box enter your line item notes Select OK Comments Comments are used to enter information that is receipt specific For example a special understanding can be commented between the store and the customer that allows the return of the merchandise a few days later than Store Policy states The Comments you enter can be printed on the receipt if you have chosen to do so from the File Options Select Comments and in the blank field enter the applicable information Select OK Holding a Receipt Used if you are in the middle of entering a receipt and the customer decides to go look for another item You can place the receipt on hold and ring the receipts of other customers
133. sequence with other receipt types As with all recorded receipt information Layaways cannot be voided the next day Once a Layaway has been created any changes to the selected layaway Adding or Subtracting merchandise requires specific procedures to be followed dependent upon whether the changes are made Same Day or Next Day For more information refer to the instructions in this chapter called XXXXX Layaways require a customer to be attached to the receipt This requirement establishes the link for updating the customer record The customer record holds the information regarding receipt merchandise last installment date and amount due Run lt offers two alternative File Option selections in regards to updating inventory quantities on Layaway receipts The first alternative recognizes that some retailers prefer to immediately deduct the merchandise from inventory when the layaway is first created Using this approach merchandise on layaway would not be counted as part of the stores on hand inventory When reordering merchandise you may want to know that the quantities you see in inventory are indeed the quantities available for sale The second alternative acknowledges that in many businesses the quantity of merchandise on layaways is so small relative to the overall inventory that layaways have no noticeable effect on inventory reports Thus some retailers prefer to wait when the layaway has been picked up and payment has been
134. st Name on the top of the windows and selecting Search you can change the results of the list From the menu select Administration Salesperson Activity The Salesperson Listing displays showing a current list of each salesperson and his or her sales activity The Totals fields at the bottom of the window contain the combined totals for the current list To view the desired salesperson activities enter the range of dates and or store number and select Search Dates 61 2 2000 E tal 6 12 2000 E Clear Search Search store Last Name all 1 Bigzalez Berry E sma sarao oj a a 1 WE J Print List To review the sales activity of a particular salesperson in more detail highlight that person s line and select View Salesman Detail User BERRY Store 1 Last Bigsales First Beny Sales in Dollars Other Information Regular Sales Spiff 0 00 Receipts 1 Commizz Sales 134 00 Units Sold 2 Mult Receipts 1 Total 5S ales 134 00 CEIM CESTO EITC EI EC E CT CO ET 671272000 61122000 ADDIDAS E 134 00 The expanded Salesman Activity window displays showing the list of each item that this person sold on this day The Salesman Detail shows additional information The following provides a description of each of the fields on the Salesman Detail FIELD DESCRIPTION e 93 Unit Sold Total Sales Receipts Multi Receipts Item Based Commission Sales Regular and Employee based Commission
135. successfully settled the following screen will appear I B Settlement x ou may view pre settlement Credit Debit Card reports before you decide to perform Settlement End Day process Credit Card Report Debit Card Report Perform Settlement E nd Day Process Cancel e 100 Run settlement report select Report at top of screen and Drop down box will appear select settlement in drop down box Select Result if settlement has been successful or Error if an error has been indicated ieee Utilities Help Credit Card Debit Card Check Guarantee Select Print Report and then select OK to print the settlement report The settlement report will print on either your local receipt printer or your report printer depending upon your setup in ICVERIFY Settlement Result Report Options View Report e Print Report Seip a TT Printer a 3 Cancel After report has printed Select File at top of window and then select Exit in the drop down box MES Edt View Function Import Transactions Esport Transactions Emt Becet Printer Setup Save Installments E sil e 101 Appendix B PC Anywhere PC Anywhere is used for remote troubleshooting and helpdesk support At times a Run It customer support representative will be required to resolve issues by connecting directly to your computer PC Anywhere regards your computer as the host computer and the Run lt customer support as the remo
136. t should be in the drawer Actual amount of cash in the drawer that was physically counted using the Reconcile Draw feature Dollar difference between Actual Cash and Total Cash If this difference is zero or greater the field is green A difference of zero means that the drawer is correct A difference of greater than zero means that the drawer is over If the difference is less than zero the field is red This means that the drawer is missing cash Total dollar amount reimbursed to customers from this register Reimbursements are actually included in the tender types that were used to reimburse However the Reimbursed field is provided as a convenience to show you the total amount reimbursed to customers Traveler s checks use cash for reimbursements In addition change amounts given to customers from over tendering is recognized as cash reimbursements Once you are finished reviewing this register s activity select Done When you are finished examining register activity select Exit NOTE A Pay in made in Bill It is also included in Register Activity Each payin is included in the sales of the tender type it was made with e 92 Administration Salesperson Activity Salesperson Activity provides a detailed list of the merchandise that each employee has sold on each day lt also shows the commissionable sales he or she has earned per day By default shows only the current day By adjusting the dates store number fields and La
137. tH e 80 Administration Time Clock The time clock function allows you to keep track of each employee s work hours From the menu select Administration Time Clock The Time Clock dialog box is displayed Time Clock Login Mame STEVE Cid First lone Last Steve Punched ln fis055PM oo Punched Out es x Cancel To punch in move to the Login Name field and enter your name or scan your employee barcode Your name is shown name along with the punched in out time To punch out move to the Login Name field and enter your name or scan your employee barcode You name is shown as well as the time at which you last punched in for the day The Punched Out field displays the current time the time that you have punched out Select OK e 81 Administration Customers This function allows you to keep detailed records of all customers You can review the address and phone number of your customers as well as the history of their purchases and preferences This feature also keeps track of buying club and account information for each customer From the menu select Back Office Customers The Customer Listing window displays containing a list of all your customers with their phone numbers and addresses You can limit this list by entering part of a last name or a phone number and selecting Search Last Name PO 2 Clear Search 7 Search Phone ngela A Bradford Angela 222 3333 23 Main Street nywhere
138. te Records customer alterations pickup dates amp charges Lwy SO Info View layaway amp special Order installments modify Next Day layaways and special orders and close layaways and special orders For more information refer to instructions in this chapter entitled Layaways and Special Order When selected the next item scanned is entered as a sale When selected the next item scanned is entered as a return Displays discount window for discounting individual line items For more information refer to instructions in this chapter entitled Receipt and Item Discounts Item Discount Quick Find Find Item View Item Alter Line Item Item Notes Barcode Up Down Delete t y xX Credits Disc More Hold Recall Hold From Quote From Registry Quick Transfer Comments Sub Totals Totals Total Due Exit Pay Displays the Quick Find window through which you can easily select merchandise via a touch screen Merchandise displayed must be selected by department via the categories function in Move lt or Order lt Administration Categories Searches the Inventory and enables you to select an item to be listed on the receipt Locates styles can display style history OH OO RCVD SOLD in store locations In addition department structure categories stock as well as a pre scanned picture can be displayed Allows for modifying the status of a specific item on the receipt including of items a
139. te computer Sessions are initiated by customer support Remote by dialing the telephone designated by you as being unencumbered by any other device telephone fax etc Your computer must have a modem and the designated telephone line plugged into it A session starts when you launch PC Anywhere and wait for customer support representative to connect to your computer When the Customer support s computer connects it can control the activities on your computer Host However you also have the control over your computer and can demonstrate a procedure to the customer support representative Either the host or remote can end a session Starting a PC Anywhere session PC Anywhere can be launched either from the Run It main window or the windows desktop Method A The following steps should be taken to initiate PC Anywhere from the Run It main window 1 From the Run It main Menu select Remote Support Notice the PC Anywhere Icon in the system tray in the right bottom corner of your windows desktop r e A Method B The following steps should be taken to initiate a PC Anywhere customer support session 1 Exit run It Press Quit to Windows button Double click the Symantic PC Anywhere icon on your windows desktop to activate PC Anywhere software aff Ede Symantec pe nypwhere 2 Select Be A Host once selected it remain as the default 3 Double click Modem The main PC Anywhere window minimizes and is waiting for the rem
140. the Daily Back Office menu Edit Punches allows you to modify time clock punches Delete Punches allows you to remove punches from Run lt View Edit No Sales allows you to view and modify No Sales from the Daily Back Office menu View Edit Employee Check allows you to view and modify employee check cashing from the Daily Back Office menu View Edit XTs allows you to use the X Barcodes feature in the Daily Back Office menu e 112 See Costs on Item Detail allows you to view costs when you view inventory from the point of sale See On Hand on Item Detail allows you to view on hand quantities when you view inventory from the point of sale See Sold on Item Detail allows you to view the quantity sold when you view inventory from the point of sale See Received on Item Detail allows you to view the quantity received when you view inventory from the point of sale See On Order on Item Detail allows you to view the quantity on order when you view inventory from the point of sale Authorize over Credit allows you to let a customer to pay for a receipt On Account even if the customer is over his or her account s credit limit See All Stores Info allows you to view information for every store in the Sales and Daily menus of the Sell lt Back Office If you are not given this access you will only be able to view information for your store Minimum Profit Margin select this if you want to mandate that when this employee is the clerk the
141. the number of time units that the item is being rented for If it is a five day rental the quantity is 5 Ifit is a three week rental the quantity is 3 When you scan an item that requires a deposit a line for the Security Deposit automatically appears in the sale window If the item s Rental Terms need to be changed select Rental Terms Transaction Type Customer Receipt Info Receipt Gift Certificate Phone 212 425 4647 B Customer Stspra 3 Punch In Out Doe Cashier USEF Lapaway Rental E fe Mew Cust One Main Street Tone 1 Special Order Betum New ork Ne 10004 gp Shipping wee Lees lato bee Ready Date Rental Terms Quick Find Find bem Wiew ltem Alter Line ltem ltem Hotes y 1123450043 1 787 SKIS DOWN HILL SKIS 12 00 1200 1123450043 787 SKIS Security Deposit 100 00 100 00 x 2 Lines 2 ltems Purchased O Items Returned Credits Disec Recall Hild rong linnete From Feat Quick Transter le Comments ub Totals Sub Total Discounts Other Charges Tax If an item being rented has been set as a Variable rental the calendar displays on window Use the red arrows to select the desired month and year On the calendar highlight the date that this item is due back from the customer Select OK When you are ready to accept payment from the customer select Pay Select one of the following tender types Cash On Account Travelers Checks Enter the amount of the installment using either the keyboard or the nu
142. the top portion of the window Then select Account Select the Account Customer option so that a checkmark is shown Move to the Credit Limit field and enter the credit limit for this customer To add a starting balance or enter a previous balance select Add to Balance and complete the Adjustment to Customer Balance dialog box Select OK Adjustment to Customer Balance Amount to Add to Customer Balance fi 000 00 Date for Adjustment fi 0 4 00 X Cancel Jf DK Viewing Payment Information for Existing Account Customers You can view the account purchases total account payments current balance and the date the customer s last statement was generated through the Account button found on the Personal tab The payments button show all payments made on account It also lets you apply payments to specific receipts see billit e 87 Creating a Parent Company Record The Parent Company feature enables customers to be attached to a Parent or Company or be assigned Parent or Customer for the purpose of assigning payments and posting sales By allowing children Employees to have the option of charging merchandise on receipt to the Parent or Company groups of customers can have relationships that later can be examined for sales and billing purposes A Parent Company may have unlimited amount of children Employees however an employee can be assigned only to one Parent Company NOTE Customers cannot be both a Parent Customer an
143. ther select an existing customer or enter a new customer You MUST enter customer information for a special order since you need to track the customer s payments and be able to recall the special order in the future Select on the cell beneath Barcode so it is highlighted in blue Do one of the following Scan the barcode of the product being purchased Enter the complete barcode manually Enter the style or name manually and press the Enter key Highlight the correct ext and size on the inventory search window and select OK If you enter a partial style or name and press the Enter key Select Yes to search for the item Highlight the correct ext and size on the inventory search window and select OK If the style or name is not known search for it using any of the following Quick Find For more information refer to the instructions in this chapter called Quick Find Find Item For more information refer to the instructions in this chapter called Find Item ya Sell__ lt New Special Order File Edit Register Back Office Reports Administration Email Window Help New Special Order Receipt Info Sisprs US ER 3 Punch In Out Cashier USER Store 1 Customer Phone 21 2 425 4647 D S gt Customer John Transaction Type Register l ae Receipt itt Wertticate Doe bats Layaway 6 View Cust Y Ready Date Dne Main Street Run Sales New York NY 10004 gt Lwy SO Info amp Shipp
144. tivity provides a summary of activity for each store on each day In addition to showing the total tenders received the sales activity also displays other information for the day such as gross profit receipt statistics and the freight and alterations charges You may find it very helpful to review Daily Activity at the end of each day The default shows only the current day By adjusting the dates and store number fields on the top of the windows and selecting Search you can change the results of the list If you have upgraded from an earlier version it is important to note that Daily Activity has replaced Sales Activity From the menu select Back Office Daily Activity The Daily Activity List displays showing a list of each store s current sales for the day The Total fields at the bottom of the window contain the combined sales for the current view To view the desired list of daily activities enter the desired range of dates and or store number and select Search Once you are finished reviewing this store s daily activity select Exit to return to the list of daily activities Dates g7 722000 to 92 7 2000 1 94722000 090 87 Total To view the detailed daily activity of a particular store on a particular date highlight the line and select View The expanded Daily Activity window displays The Daily Activity detail is divided into several tabs All amounts in the Daily Activity detail are totals for the selected s
145. to a customer if the item they want is out of stock Highlight the item and select Substitute A list of substitute suggestions for this item displays showing the current on hand status of each suggestion for an item first To return to the Sale Window select both Exit buttons If the customer wants to purchase one of the substitutes you must return to the Sale Window and scan it like any other item To set up substitute suggestions use the Substitute Items feature found under File Options To view detailed inventory information select View The View inventory window displays an inventory grid of a particular style The top of the window shows all the style s categories The middle of the window displays the style s full inventory grid The column for each of the style s sizes sized based merchandise only and row for each store and extension Each row displays the average cost last cost current selling price and markdown percentage This markdown percentage is the percent difference between the current selling price and the original price Stock displays stock information Use the On Hand Received to Date Sold to Date and Current on Order to provide detail information on viewed style See stock definition s below View Inventory Brand DI VA Style 578 JEANS Style Information Categories Department CLOTHING y Season BASIC Type PANTS Gender FEMALE D ti JEANS o Sub Type JEANS Color 1 NOT APPLICABLE
146. to identify the item e g style Ext Size Description and Price ga Sell 1t New Special Order File Edit Register Back Office Reports Administration Email Window Help New Special Order Transaction Type Customer Receipt Info Register g Receipt yn Phone 212 425 4647 a EUA Sisprs E Punch In Out ar Doe John Cashier USER Layaway o View Cust by Ready Date One Main Street tons 1 Special Order Lo lnstalliment New York NY 10004 9 Shipping Luwy 50 Info Return Discount Item Quick Find Find Item View ltem Alter Line ltem Item Notes Barcode Oty Style Ext Size Description Price Extended xT 1 456 Jeans BLU 34 RELAX FIT 38 00 38 00 No Sale 1 Lines 1 Items Purchased D Items Returned Reconcile Drawer Credits Disc ie H fecal Hol From Quote From Registry Quick Transfer Comments Finish Sub Totals otals Back Office Sub Total Total MIME jones crecio MOM i Other Ch Reports CoE ea Pi 7 Total Due MIE Administration You are logged in as USER 5 5 2000 8 32 47 PM NOTE If you use a special in store Special Order to track Special Orders select Lwy SO info and in the Our Layaway Special Order field enter this Special Order in store Then select Exit When you are ready to accept payment from the customer select Pay Enter the amount of this installment Based on the tender type selected do one of the follo
147. tore on the selected date The following provides a description of each item in Daily Activity Pickups Payouts Statistics Department Sales Tender Net Registers Cash Amex 190 00 Master Card Visa Discover T 7 Bank Card Credit Sales 790 00 13 On Account FP Checks Travelers Cks Other Total 885 00 Receipt To print a receipt showing the displayed daily activity select Receipt Make your selections entries based on the information provided below e 63 FIELD TAB Tender Net Registers Pickups Payouts Statistics Department Sales DESCRIPTION This tab displays the total dollar amount taken in for each tender type including any custom tender types you use These amounts include sales tax Next to each tender is the number of payments received of that tender Credit Sales Total amount of credit card tenders This is the sum of Amex Master Card Visa Discover and Bank Card Total Total amount of all tenders including the custom tender types Total Tender The total amount of tenders This is the same as the Total field on the Tender tab Sales Tax Total amount of sales tax Payins Total dollar amount of customer payments made from Bill It Net Net profit for the day Gross Profit The day s gross profit Provides a list of the activity for each register in the store Each register is listed with its starting cash for the day the cash sales
148. urchasing another item from this Registry select one of the following If you select Yes repeat the appropriate steps above for each item that the customer is purchasing from this quote If you select No go on to the next step The item s selected from the Registry appear on the Sale Window allowing you to complete the sale e 61 Register Check Cashing This allows you to cash checks for your employees lttracks the employee whose check is being cashed and the amount When you cash a check the amount of that check is automatically removed from the drawer total Employee Check Cashing can be reviewed in the Back Office From the menu select Register Check Cashing Select Choose Employee to select the employee whose check is being cashed Highlight the employee and select OK His or her name displays on the Employee Check Cashing window Enter any special comments for this check cashing in the Comments field Enter the amount of the check in the Amount field Date 5182000 Time 5 22 07 PM Register Name a Employee JOHN SMITH Choose Employee Comments APRIL COMMISSION Amount 356 90 Xx Cancel Select OK The cash drawer opens so that the employee can retrieve the cash This cash is deducted from the register s total A check cashing confirmation slip prints For security purposes the person performing the check cashing should sign the slip on the signature line e 62 Back Office Daily Activity Daily Ac
149. w Enter the Company Name in the Last Name field Address and other important information Select Personal tab Move to the Parent Company section and select the Use as a Parent Company option W Use as a Parent Customer Select Account tab and do the following Select the Account Customer option Move to the Credit Limit field and enter the total credit allowed for this customer e Account Customer Credit Limit 5 000 00 Account Purchases Account Payments Account Balance Last Statement j Payments When all selections entries are made select OK e 88 Creating a Child Record This function lets you establish purchasing rights so that children or employees can purchase using their parent s or company s account From the menu select Administration Customers The Customer Listing displays Select New The Enter New Customer dialog box displays Enter in child s information Select Personal and then choose the Select Parent button The Choose Parent dialog box displays Farent Company Name Jermy Lucas selectae Company a Clear Parent Phone 20567 0989 2 one 201 567 0989 Pel Wee as a Parent customer Hi Highlight this child s parent and select OK When you return to the Enter New Customer dialog box select OK again Viewing a Child Employee Record This tab allow you to view all the children s or employees summarized purchasing history To view this information you must
150. wing Cash On Account Travelers Checks Enter the amount of the payment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount of the payment using either the keyboard or the number pad NOTE An installment of a zero amount is permissible only if cash is the selected tender Run lt however displays a warning message to confirm if the zero amount is correct and ask if you want to proceed Split payments are not permitted as installment payment As a result there is no Done button Select OK A receipt prints the installment on this Special Order e 26 New Special Orders Situation 3 From the menu select Register Run Sales The New Receipt window displays Select Special Order In the Phone field enter the customer s phone number If this phone number is not recognized the Find Customer window displays with the list of all existing customers You can either select an existing customer or enter a new customer NOTE You MUST enter customer information for a special order since you need to track the customer s payments and be able to recall the special order in the future Select on the cell beneath Barcode so it is highlighted in blue Type in Z which represents a generic barcode that activates a Creat
151. with standard sales exchanges layaways special orders and rentals If you are using a gift certificate or store credit you can enter them at any time before you select Pay for the receipt Using Store Credit When making a purchase a customer may want to use store credit to pay for all or part of a purchase To apply a store credit as payment toward a receipt do the following Select Credit or Discount Select Use a Credit and the Credit field is highlighted yellow Use the number pad on the window to enter the receipt number of the store credit that is being used Credits and Discounts Use a Credit Use a Gift Certificate CreditH Gift CertH Credit Git amount 95 97 37 Of Bottom Line Off Amount Off 0 00 Sub Total Line Discounts Add Discounts Charges Tax Total Credits Gifts Paid Total Due Select OK when you have finished entering the receipt number of the credit If the Credit you enter belongs to more than one store credit the Choose Store window displays listing all the stores that have this credit number Highlight the number of the store whose credit is being used and select OK The Credit and Amount of this store credit displays in the credit list at the top of the window The Credits Gifts and Total Due fields are updated accordingly NOTE To reverse a credit once you have entered it Highlight the credit you want to remove and select the red X button that is next to t
152. y Style Ext Size Description Price Extended Member 1 401 JEANS 50 00 50 00 By default XT charges the first sales tax rate that you entered through File Options General Tax Rates If you want to charge a different tax rate on this item enter XT followed by the number of the tax rate For example if you want to charge the third tax rate in the Tax Rates section of Options enter XT3 for the item s barcode If you do not want to charge tax on the item enter X for its barcode If you scan a barcode that is not recognized and then you enter XT in place of the barcode that item displays in the X Barcodes list The item can then be automatically updated when it is entered into Run It However if you know that the item is not in Run It and you immediately enter XT for the barcode instead of first scanning the barcode the item does not appear in the X barcodes list 47 Other Receipt functions and features Serial Numbers If you are selling an item that has a serial number you can scan the item s barcode or its serial number If you scan the barcode of a serialized item the Pick Serial Number window automatically appears with a list of all the serial numbers of that style that are currently in this store The serial number is also printed on the receipt Scan the item s barcode The Pick Serial Number dialog box displays Scan the serial number or highlight it and select OK The item displays on the Sale Window with its s
153. y select Exit and Yes to cancel Then to return to receipt window select Register Run Sales If you are ready to accept payment for this purchase select Pay The PAY dialog box displays By default the amount owed is shown in the Payment field The number pad on the window is disabled the numbers are gray until a tender type is selected Choose the tender type Cash Amex Check etc by selecting the appropriate button If you select the wrong tender type simply select the same tender type button again to deselect it If you need to return to the run sale window select Cancel and select Yes cancel payments Based on the tender type selected do one of the following e 10 Cash On Account Travelers Checks Enter the amount of the payment using either the keyboard or the number pad Amex MasterCard Visa Discover Bank Card and Other When the Swipe card type Now dialog box is shown swipe the credit card Then enter other pertinent information such as driver s license number etc Enter the amount payment using either the keyboard or the number pad Once payment is complete select Done The receipt is printed Notes and Tips Each receipt is automatically assigned a receipt When polling with multiple stores each receipt retain it originals but stored along with its store If you are unable to scan the barcode you can enter the barcode on the keyboard and hit Enter If the item being sold is not yet in Run lt ent
154. yee must have a unique login name You must enter a different login name for each employee Each employee must also have a password 1 In the Login Name field enter the employee s login name The login name can consist of letters and or numbers but cannot be more than 5 characters long 2 In the Password field enter the employee s password The password is limited to 5 characters and can only be numbers 3 Select Set Security to set this person s security access For l information on setting security refer to the section entitled Security e 107 Setting Up an Employee s Schedule This is used to enter the employee s weekly work schedule To enter a new week s schedule for this employee From the Company Information and Settings window select Employees Security Select Schedule The Schedules dialog box appears Select New The Schedule dialog box appears Mame Store 1 iit 0 0 Hours SUN MON TUE WED THU FRI SAT E E 7 a eee ee gt gt gt gt gt gt o BM TE A a eee ees ee x Cancel Select the week that you are setting Enter the time In and time Out for each day If you select a red arrow it copies the previous day s schedule to the next day NOTE When entering a time in the schedule it must be entered in one of two formats Either you can use 24 hour time in which you would type 17 00 for 5PM Or you can enter it as 5 00PM A graph of the hours appears on the bottom a
155. you want to remove and select the red X button that is next to the list That gift certificate is no longer applied to the current receipt e 38 Receipt and Item Discounts Item Discount You may want to discount the price of a particular item when you are selling it to a customer Any new prices you set here are only valid for the current sale Highlight the line item you want to discount and select the Item Discount Button There are three choices for marking down an item at the register There is also a fourth choice Price Fix which is not considered a markdown Select the button for the method you want Discount by Dollar Amount Select the button Using the number pad on the window enter the dollar amount of the markdown you want to apply to the item For example if you wish to take 3 50 off the price of an item select the button select the 3 button then the 5 button and then the 0 button Select Done Discount by Percentage Select the button Using the number pad on the window enter the percentage by which you want to markdown the item For example to take 5 off the price of an item select the button then select on the 5 button and then the 00 button Select Done Set Price Select the Set Price button Using the number pad on the window enter the new price you want to charge for this item Select Done Price Fix This is similar to Set Price However Price Fix is used as a correction for an incorrect price I

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