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POSIM EVO

1. John Newman gt eo Newman John 9 r Jane Newman gt e Newman zane cam While ringing up a sale if a customer realizes they have forgotten an item you can temporarily set aside their Open Invoice and continue ringing up other customers By clicking the plus button at the top of the card a new blank Open Invoice Card will be opened and the other invoice will be set aside When the customer returns click the back arrow button and bring up the Open Invoice Card you were working on before You can continue the sale and complete the sale as if you never left it Basic and Order Entry Open Invoices Basic Open Invoice enter items in the Basic Open Invoice you can type scan or use the number pad located on the screen to enter the SKU into the SKU field The Customer Bill to and Ship to information for the Basic Open Invoice is located in the third and fourth tab in the picture panel oes wm Order Entry Open Invoice To enter items into the Order Entry Open Invoice you will type or scan the straight into the line on the table Gees Jr To choose a customer enter the Phone or ID Company First Name or Last Name in the corresponding fields You only need to enter information into one of the fields and the system will pull up the first exact match found in the database You are able to edit any customer information necessary from the invoice You are
2. Warning Signs If you on a screen and this sign appears in the bottom left corner there is something wrong with the information you have entered in the screen Click on the warning sign and a message will appear explaining the problem TEM CARD If you wish to ignore the warning click on the warning sign and the message will hide If there is no warning sign but a message appears in red you must fix the problem before you can move on If you try to move off the card a window will open explaining the problem asking if you want to continue without saving pem m se foe mans Tenue denter 1015 aav mv p Tools The Tools menu can be found on every card and holds different actions that can be performed on the card For most of the cards these actions will stay the same Certain actions may be grayed out because that action cannot be completed on a specific card Some cards have additional actions added to the Tools menu For example the Closed Invoice is the only card with VOID in the Tools menu because itis the only card that can perform that action The Tools menu can be found in the top right corner of any card Click the Tools tab and the menu will slide open When your mouse is no longer over the menu it will slide back to its original position Below is a list of the most common actions found on the Tools menu Remove Duplicate save Convert to Style Add adds a new card Remove
3. 4 The Apply Payments Window will open The top panel displays all open charges The bottom panel displays all open payments jide 5 To apply the payment to the charge highlight the charge and then double click on the payment Double clicking on the payment will apply it to the highlighted charge The Open Charges Total Balance will reflect the total with the applied payments The Open Payments Total Unapplied will reflect what is left in Open Payments and the Total Applied will reflect what was just applied 6 If everything is correct select the Save and Close button When the window has closed the Open AR Batch will reflect the payments applied OSIM EVO 145 Applying Multiple Payments at Once 1 Follow the same steps explained previously to create a new AR Batch and enter the customer with the existing balance You will see the customer s existing charges and payments in the bottom table 2 To apply all the payments without having to apply each one to a specific payment select the Auto Apply Existing Payments button jnner s Guide 3 Awindow will open asking if you want to automatically apply the existing payments Select Yes and the payments will be applied Select No and no change will occur to the batch Automatically ll remaining exiting payments Peyments in open AR Batches wil not be affected 4 After you select Yes the Open AR Batch will have applied all the unapplie
4. CINGIUEEIS EC EYE eee a Tax Group enter the of the tax group b Tax Basis when you click in this field select to base the tax off either the Sales Price or per Unit 1 Sales Price tax is based off the sales price of an item ii Per Unit tax is applied to each unit purchased The tax rate is recorded as a dollar value rather than a percentage c Freight To charge sales tax on freight enter True To not charge sales tax on freight enter False d To charge sales tax on miscellaneous transactions enter True To not charge Sales tax on miscellaneous enter False 3 After tax groups have been entered they will be available to create Tax Rules Setting Tax Rules The Tax Rules Table will be where you will set rules that apply to each District You will see the district selected in the table title This is how you will know which tax district you are working with Fields in the Table lt Group options for this field include the Item Tax Groups you previously treated Level Lvl You will set a level for each tax group If you enter one tax group twice it will be level 1 and level 2 This is important because you are able to define the tax to be charged for an item tax group in multiple settings of triggers and start prices Trigger Price the individual item unit price for an item in which the tax definition begins to be calculate
5. It is your responsibilty to create your own default chart of accounts You may wish to consult an accountant to assist you 2 Reason Codes on this tab you can view and add reason codes for transferring and adjusting purposes Guide Adding a Reason Code To create a new reason code place the cursor in the Description column in the blank row and enter the description and the account number When you hit the Enter key a new blank line will appear at the bottom of the table where you can continue adding Reason Codes You do have the option of changing the Reason Code number but you must make the number greater than 99 If you try to assign a number less than 99 a window will open informing you that codes under 99 are reserved Setting a Default Reason Code To set a default reason code select the down arrow in the Default Reason Code field near the bottom of the screen A list of the Reason Codes entered in the table will appear in a drop menu Select the Reason Code from the list you would like as the default When selected it will be displayed in the Default Reason Code field 3 Groups Groups are for situations where you need to break out sales or cost Of goods sold into multiple groups Groups may be used in complex situations and give a better picture of the finances You can add groups by clicking in the blank field and typing in the information for the new group Accounts Receivable The Accounts
6. deletes an existing card Duplicate duplicates a card Print prints a document emails a document or saves a document in PDF form Save saves any changes made to a card Sticky Note allows you to leave notes on different documents If a sticky note is placed on a document everyone in the system has access to see that note It will stay on the specific document until the sticky note is deleted Some tool bars such as the Open Invoice and Open Purchase Order have a button named Clear Selecting the Clear button will erase all transaction lines on the card C Import certain feature works every page d has a question mark located at the top of the window Click on this button to open the User s Manual Help have questions about how 2 REN Privileges Certain privileges can be assigned to select employees For example a retail store may have cashiers managers and owners Cashiers can be set up as a group to run only Sales and Inventory with limited functionality Managers can be set up as a group with access to additional modules with additional functionality The Owners could be set up to include all modules with complete functionality Setting up Privileges 1 Tosetup privileges go to the Navigator Bar Administration and open Employee Administration 2 Each employee will have an individual employee card and privileges are set per employee Find the employee
7. Receivable tab is where you will establish the default accounting type for your customers set up your service charge information and enter your deposit slip information There are two tabs located in the Accounts Receivable AR Misc and the Deposit Slip The AR Misc Tab is where you set the default AR type for each customer 36 Beginner s Guide Balance Forward AR type is where all payments are applied against the total balance owing on the account These are paid automatically but can be changed manually Open Item AR type is where all payments are applied to specific charges This must be done manually The service charges are also set up in the AR Misc tab Set the number of Grace Period Days you will allow the monthly finance charge rate and the minimum service charge amount The AR Deposit Slip tab is where you will enter the information for your deposit slip Whenever you complete and post an Open AR Batch it will give you the option to print a deposit slip If you select Yes it will pull information from this preference to create the deposit slip Authorization Before you can use your system it must be authorized by POSIM There are 2 ways of doing this online or telephone To authorize online enter the information and select the Authorize Online button To authorize by telephone call 801 546 1616 Auto ID Numbering The Auto ID Numbering tab is where you set an automatic numbering system for yo
8. Retail Invoice Freight The Freight tab is where you will enter any freight options available The freight types entered here will appear on all Open Invoices Place your cursor in the blank line and enter the freight type When you select the Enter Key a new blank line will appear Continue adding freight types until you have finished POSM EVO 49 Misc Message of the Day this is where you enter the message that will appear on the Basic Invoice Minimum Order Deposit Percentage enter the percentage you want to require as a deposit for special orders and layaway purchases Cheat Sheet if you want to use the cheat sheet in the Open Invoice check this check box If the box is not checked the cheat sheet will not be in the Open invoice Warn on Insufficient Qty if this box is checked and you try to sell items not in stock a window will open letting you know the items are out of stock This window may be overridden Auto Cleanup Lines this feature allows you to compress multiple quantities of the same item into one line If this is checked once you are done adding items to an invoice it will automatically compress the lines when you hit post Allow Sorting this feature allows you to move around each column on the invoice in the order you would like to see them i e QTY Description Trans Hide Change Due Change Due appears in the yellow mist in the bottom right corner of the invoice In
9. Tax Detail on the Invoice you will see this window in the Invoice You can break out each line see the tax that was added and the tax group If you choose not to display the Tax Details on the Invoice the above option will not be available Select a default Tax District The default tax district is the tax district customer will automatically be assigned to if their shipping address zip code does not fit in any other tax district When you are finished with this tab select OK or go back to the Tax Districts tab Serial Numbers The Serial Numbers tab allows you to set requirements for using Serial Numbers in the system Require Valid Serial Number on Outgoing Items When this checkbox is checked any time a serialized item is sold or transferred out you will be required to enter the serial number Copy Serial Number Comment to Invoice When this checkbox is checked the serial number comment on the Serial Number Card will be shown on the invoice for the customer to see e Ask Serial Number at Item Entry When this checkbox is checked as soon as the item appears in the invoice a window will open asking for the serial number POSM EVO n Time and Attendance The Time and Attendance tab is where you will set up your benefit hours set the first day of the week and select the departments you want shown in the Timeclock Entering Benefit Hour Types If an employee misses work they will enter the
10. aure o ne SOFTWARE PRODUCT has vested tom accident abus or misappicaon Any replacement SOFTWARE PRODUCT be wanarte forthe remainder of i oral warranty period or ty 30 aay whichever longer ulside the United States neither these T medies nor any product support services fired by POSIM are avaiable without prot of purchase rom an Authorized International source NO OTHER WARRANTIES TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW POSIM AND ITS RESELLERS DISCLAIM ALL OTHER WARRANTIES AND CONDITIONS EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIES WARRANTIES OF MERCHANT ABILITY FITNESS FOR A PARTICULAR PURPOSE TITLE AND NONINFRINGEMENT WITH REGARD THE SOFTWARE PRODUCT AND THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHERS WHICH VARY FROM STATEQURISDICTION TO STATEQURISOICTION LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL TS RESELLERS BE LIABLE FOR ANY SPECIAL NCIDENTAL INDIRECT OR CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE PRODUCT OR THE FALURE TO PROVIDE SUPPORT SERVICES EVEN IF POSIM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY CASE POSIM SENTIRE LIABI
11. be assigned to the category This prevents you from entering the same information on multiple item cards Creating a New Category To create a new category select the Add button located at the top of the screen A blank category card will appear 1 Assign the new category a Category Code This is an 8 character code that defines the category Next give the category a description one that best describes the items assigned to the category The description field can hold up to 30 characters 2 Ifthe Track Inventory checkbox is checked the Items in this category will be tracked If you do not want the items tracked make sure the Track Inventory box is unchecked 3 Enterthe decimal information for quantity cost and price Next enter names for the miscellaneous fields that will appear on the Item Card of items assigned to this category 4 The next Category Code area is code definitions Select an Account Group Label Code Minimum Price Code Price Code Reward Code Transaction Code and decide whether or not to serialize items None of the code definitions are located on the individual Item Card They must be selected through the category 5 The last step in setting up the category is to assign the tax groups Check the boxes of the tax groups that the item s assigned to the category will be included TEGORY Assigning Items to a Category To assign an item to a category fir
12. designed as a tool to help in managing gift cards by showing gift cards issued balances and dates of transactions Hand Report allows the merchant to manage the quantity and value of store inventory On Order Report allows the merchant to manage all individual items that have been ordered but not yet received PO Management Report shows all outstanding purchase orders and allows merchant to manage all outstanding purchase orders Purchasing Journal shows all Closed Receiving Logs within a period of time To import this information into an accounting program use the Purchasing Journal Export Reorder Report designed to help the merchant determine what items need to be purchased It is specifically for commodity items using the max stock and reorder point entered on the Item Card Replenishment Report designed to assist the store manager in keeping a set number of items on the floor at all times It will help in replenishing items on the floor that have sold since the Replenishment Report was last run Salesperson Performance Report designed to assist the merchant in analyzing the performance of each individual salesperson as well as the whole store Sales Report designed to assist the merchant in understanding the items sold sales value and margins Sales can also be presented in transaction types departments and categories Sales Tax Report designed to provide the merchant s book keeper w
13. in the Ending Tills Screen are Effective Date the date the tills are being calculated for Beginning and Ending Invoice ID the IDs for the first and last invoices being included in these tills Prior Day Drawer the amount in the till at the beginning of the day Cash In Out if money was taken out or put into the till using Cash In Out it will automatically be recorded here Funds from Sales the amount to be included in the deposit for the day This amount is calculated from the methods of payment list found in the Details button Any method of payment with a checkbox next to it will be included in funds from sales Left in Drawer money being left in the till for the next business day If you select this button the Ending Tills Cash Counter window will open Enter the information for the till and select OK The total from the cash counter will automatically be entered in the field You can also enter the number manually by typing it in the field Estimated Deposit automatically calculated by adding the Prior Day Drawer amount and the Funds from Sales amount and then subtracting the ending amount Actual Deposit enter the amount being deposited Over Under automatically calculated by subtracting the Actual Deposit amount from the Estimated Deposit amount It shows any discrepancies between the funds you should have for deposit and the funds you actually have for deposit Ideally this numb
14. pricing formulas Creating a New Price Code 1 The Price Code and Description will be the first thing you enter for a new price code The Price Code will appear when assigning it to an item The Description describes the items assigned to the price code As you type in the Price Code and Description fields the information will be entered in the table 2 The next step is to set the discount for each level Select the Edit Formula button at the end of the line for the level you would like to set A window will open allowing you to set the price formula Beginner s Guide 3 First set what the formula will be based on by selecting the radio button next to one of the options listed it is not mandatory to enter an amount in the base amount fields because the information is automatically taken from the Item Card However if you enter actual values in the base amount fields the sample calculated will change depending on the numbers you enter As you enter other values in the window you will see the affect it has on the base amount 4 Next select between the margin adjustment adjustment or the markup factor depending on what you want to base your formula on a Margin select this field if you want to add a margin to the base amount Enter the percentage in decimal format If you entered an amount in the base price field you can see the affect in the sample field at the bottom of the screen b
15. purchase order should look like this 6 Now you are ready to post the purchase order Doing so will send the purchase order to Working Purchase Orders where it will remain until the items are received To post the purchase order select the Post button 7 Ifyou are creating a purchase order for items already received you will use the Post and Receive button This automatically posts the purchase order as well as creates a Closed Receiving Log for the items Receiving Logs After you have created a purchase order you will need to receive the items into your inventory when they arrive You will find the purchase order in the Working Purchase Orders Go to the Navigator select Inventory Purchasing and select Working Purchase Order 1 Findthe correct purchase order by using the search 2 Ifthe items have arrived and you are ready to receive them into your inventory select the Post bution You do not have to receive all items on the Working Purchase Order at the same time If only part of your order arrives you can receive what is sent then return to the Working Purchase Order later to receive the rest of the order The Working Purchase Order will only become a Closed Purchase Order when all items have been received Beginner s Guide 4 Enter the name of the person receiving the items and the Vendor Invoice ID This is the number from the vendor s i
16. the boxes of those transaction types you want to appear on the report Grouping select fields to specify how you want to group the selected range You can select multiple groups in the grouping box The first field selected in the group field is the main group All other groups selected will be sub groups Show Detail if this box is checked more information will be displayed about the items and other information in the report Once the report parameters are set select the Run Report button The report will appear in a print preview window To navigate save or print the report using the icons at the top of the print preview window Ending Tills Report Ending Tills allows you to balance each register in the store It helps you obtain information about sales and methods of payment for the entire store A summary page of the transactions for the day is provided after saving the till information To run your ending tills go to the Navigator Sales Utilities and select Ending Tills The Till Options EEI window will open Select if you want to run the antes report by all registers by computer or by clerk o Make sure the effective date is correct and select istered i OK sm el If you need to re run tills a second time for the same day check the Force Reconciliation check box This will allow you to redo the Ending Tills for that day or the effective date chosen The fields
17. the freight validated leave this box un checked 58 Beginner s Guide Rewards The Rewards feature allows you to track customers and their spending by implementing a rewards program As a customer spends money they are certain amount of points and as points accumulate and reach a certain amount they are given rewards set by you You can assign customers to various levels of rewards that loyal customers see the benefit of shopping with you You can also assign various items a reward level so the purchases of certain items are rewarded higher than the purchase of others This feature gives you a simple method of benefiting those customers most loyal to you and keep them returning to your store There are two tabs in the Rewards section Rewards and Reward Codes Rewards Tab First you need to activate rewards by checking the Use Rewards Points check box Next decide if you want to print the reward balance on the invoice or receipt if you want to have a message appear notifying the clerk of the rewards and if you want to print a reward coupon Check the boxes for the options you want activated Next determine how many points need to be accumulated to reach the action level The Action Level is the point level in which the customer earns his reward Enter the number of points in the Action Level box Enter the Action Message and the Printed Action Message The Action Message will
18. to and ship to formation as well as any credit card information you would like to collect and keep on file Credit card information can only be stored when using PayStream You will assign them a reward level as well as a price code level These are the basic features located on the Customer Card Contacts Each Customer Card has the opportunity to have multiple contacts per card There will always be at least one contact the bill to ship to name entered above If the ship to information differs from the bill to information there will automatically be two contacts It is possible for there to be two contacts with the same name The concept of contacts is easy to understand through examples Example 1 If you have a customer who is a father with a wife and two kids the father would be the name on the bill to and ship to information and his wife and kids would be the additional contacts This way if one of the children buy an item but are not with his her father they can still earn reward points get pricing discounts etc Also if the father goes in to buy his wife a gift he can see what his wife has purchased previously as well as sizes colors etc Example 2 A school is raising money and asked local businesses to help out You agree to give 5 of whatever is purchased by teachers from that school back to the school You would set up the bill to Ship to information with the local school information and eve
19. want to enable this option Customer ID Entering information in the Customer ID field will automatically assign a Customer ID to your customers as their Customer Card is created in the database iME Enter a prefix for the Customer ID The prefix will be the same for every customer and will appear before every number of the ID assigned to the Customer The prefix is requirement If you leave this field blank only the number will appear as the Customer ID Enter the next number you want assigned to the next created Customer Card This number will continually change as you add more customers Customer Card You will select whether you want the customer s company name to print by default You can also have the company name auto fill with the customer s first and last name if you select the Auto Fill Company Name box Email Defaults In the Email Defaults Preference you will set the default message used when sending emails from POSIM You can set a template for the following documents Invoice Quote Work Order Picking Ticket Packing Slip and Purchase Order Click on the header for the document you want to edit In the following example we will modify the Invoice document The same methods can be applied to each document 1 Type into the Subject box to set your default subject when emailing an invoice 2 Type into the Attachment box to set the default PDF attachment name NOTE do not put on
20. yard but a book may be sold by each 3 Purchasing 4 Pricing is the next information you will need to enter The Last Cost and Avg Cost will be automatically updated as the item is purchased and received You will need to enter Our Retail and MSRP As soon as Our Retail is entered the Margin and MU numbers will automatically calculate The minimum price field is automatically calculated from the formula set in the item s Category Card You can manually override this by selecting the Manual check box and entering a new value CORE ITEM CARD When you enter the price of an item for the first time it is automatically copied into the Quick Discount Current Price The Current Price is the price entered into an invoice when the item is sold If you edit the Our Retail price it will not automatically copy to the Current Price you must do this manually 5 The other necessary information regarding the Item Card is in the Categorization section You need to select a Category enter a unique UPC enter a Department and enter the Miscellaneous 1 5 fields a Category to assign the item to a category select the down arrow and select from the list of created categories To go to the category select the Cat Code link b UPC an alternate ID for the item If you have set up auto ID numbering in General Preferences this field will be calculated automatically If not the UPC must be unique c
21. you need and select the privileges button mc 8 Sort through the different categories of privileges and check the boxes of those you want the employee to have NEVO 4 To check the entire group of privileges in one tab select the check box at the top of the list Beginner s Guide 5 Inorder for the privileges to take effect the employee must log out of the program and log back in Override Feature When performing a task that requires a privilege the current employee does not have a window will open with the option for a manager override The window will allow a manager to enter their username and password and override the action You dont have access to continue the folowing privilege irae AR inci Coste Cast Unit aide Password 7 Advanced Override I To enter more information about the override select the Advanced Override check box and more information will appear such as how long the override will last You don t have access to continue the dione s round A viis Coton Cia Umit verde ownee id IM end vete CEN Haec only required privileges seme ert a Once the correct information is entered select the Override button and the action can be completed General Preferences and Computer Preferences General Preferences are customizations you can make to your system by indicating how you want certain features
22. Adjustment select this field to add a percentage to the base amount Enter the percentage in decimal format c Adjustment Dollar select this field if you want to add a dollar amount to the base amount Enter the dollar amount in the field d Markup Factor select this field if you want to add a markup factor to the base amount Enter the factor in decimal format 5 The next panel to fill out is the rounding panel If desired select a method of Rounding Enter the level of rounding and whether you want to round up down or to the nearest Next enter the rounding amount For example if you want to round to a whole number enter 1 00 When rounding to five cents enter 05 6 Less In the Other panel the Less field is used if you desire to have an amount subtracted from your total amount For example if you want your price to enter in 95 round to 1 00 less 0 05 7 If you do not want to base the level s formula on a calculation you can set a price by selecting the Fixed Price checkbox and entering the price you want setas the level s price formula 8 When you have finished entering the formula select OK The formula will now be found in the level line zs Gme ae Oe Ow gt 3 w Beginner s Guide 9 Continue creating formulas for each level by using the Edit Formula button at the end of each line When you have finished enter
23. Department this field should hold the department that the best associated with You can select a department from the drop down menu or you can type a new department d Misc 1 5 The miscellaneous fields are used to classify items by breaking them into similar subcategories This information gives more detail about the item and allows further searching abilities Basic Item Card Creating a new Basic Item Card is very similar to the Core Item Card All the information is the same as the Core Item Card itis simply located in different places Adding a new card is the same as the Core Item Card by selecting the Add button at the top of the screen The Item SKU and description works the same as well except there is no additional description field there are simply two lines located in the description field You can add up to 80 characters in the description field MB The quantities section is the second tab in the middle of the screen Once you select the Quantities tab the same information will be displayed as on the Core Item Card You can also see the On Hand and On Order numbers on the left side of the screen The purchasing information is located to the left of the screen To see even more purchasing information select the last tab in the middle of the screen Pricing information is listed across the top of the screen as well as in the Prices tab located in the middle of t
24. LITY UNDER ANY PROVISION OF THIS EULA SHALL BE LIMITED TO THE GREATER OF THE AMOUNT ACTUALLY PAID BY YOU FOR THE SOFTWARE PRODUCT OR US 5 PROVIDED HOWEVER IF YOU HAVE ENTERED INTO AN POSDA SUPPORT SERVICES AGREEMENT POSIM S ENTIRE LIABILITY REGARDING SUPPORT SERVICES SHALL BE GOVERNED BY THE TERMS OF THAT AGREEMENT BECAUSE SOME STATES JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY THE ABOVE LIMITATION MAY NOT APPLY TO YOU JURISDICTION THE PARTIES EXPRESSLY AGREE THAT JURISDICTION AND VENUE FOR ANY AND ALL PURPOSES ANY DISPUTE SUIT CAUSE OF ACTION OR COMPLAINT REGARDING THIS SOFTWARE OR ITS USES SHALL HEARD IN DAVIS COUNTY STATE OF UTAH AND THE LAWS OF THE STATE OF UTAH WILL GOVERN ADDRESS you have any questions concerning this Agreement or wish to contact Licensor for any reason please wit POSIM TEC 7415 west 130 Sreet Overland Kansas 68213 Table of Contents Opening POSIM Navigator Bar Accounts Receivable En Reports u Time Clock Administration E POSIM EVO s 3 Different Levels d BASIC CORE and PRO Common Program Features Quick Keys E Searching 17 Look Search Box Magnifying GIaSg icio ccs E A Advanced Search 19 Filter On 20 Find Wild Card RUNG ssec eee eec pedes D And Or and Between Searching for Style 2022 Changing the Column Order 23 Sorting the Hea
25. POSIM EVO Beginner s Guide p sim retail power POSIM EVO a registered trademark of POSIM LLC 7415 W 130 Street Suite 250 Overland Park KS 66213 P 800 409 7678 F 913 428 2240 sales posim com Version 3 0 0413 END USER LICENSE AGREEMENT FOR POSIM LLC IMPORTANT READ CAREFULLY This POSIN End User License Agreements EULA ls legal agreement between you etter and individual or single entity and POSM LLC for the solware product identified on your cercate ol ler software and may Include associated media printed materiais SOFTWARE POS LLC SOFTWARE LICENSE The SOFTWARE PRODUCT is protected by copyright laws and international copyright teas as well as oiher intellectus property Jaws and eats The SOFTWARE PRODUCT a icensed not sod 1 Grant of License LLC censor granas io you he right to use copy he software on a singls computer You may iad ona copy into permanent memory at one computer and may use at n ar compute You may not Instal e Soare on a may aae saare on a ng wo ve ove at ou nave a License Ir a Network tation rom Lesnar Tor each ston he network at which e sofware std 2 Restrictions on Use and Tansters You may not copy the sofware except that 1 you may make one solely for backup or archiv purposes and 2 you may anster the sofware 10 singe hard provided you keep the orignal solely tor backup or r
26. Payment F9 Open Cash Drawer F4 Credit Card Payment F10 New Invoice F5 Debit Payment FH New Customer F6 Gift Card Payment F12 Post Quick Key Function Function Ctrl Y Invoice Discount Ctrl L Lock Invoice Tab in Number Order Cti O Hold Inventory Add Preferred Items P Print Document Quick Key Function Quick Key Function Ctrl B Quit the System Duplicate Card Remove Card Ctl E Email Document Cti s teokup Ship do Customer List All for lems OUT Printer Toggle Girls Print Gift Receipt Close Window Owls H Gift Card Balance Cr Y Print Product Label Ousl Print Last Invoice Ciis Fi Other 1 Payment Cirle J Insert Comment OU F2 Other 2 Payment Cri K Clear Document F3 Other 3 Payment Quick Key Function Quick Key Function Shit Change all Prices Shit F11 Quick Add Customer Shit Change all Quantity Shift F12 Post and Receive Shit Change all Discount Shit Delete Delete all Lines Shift Change all Margins Quick Key Function Quick Key Function Ciri Shift A Payment on Account Ctr Shift L Labor Shit B Retur to Vendor Cir Shit M Misc Shit D Drop Shipment CU Shift N Rental Ciri Shift G Gift Card Ciri Shitt O Special Order Shift R Return Shift U Sub Total Shift S Sales Ciri Shi
27. Pole Display 78 Price Code Creation 53 Price Codes Preference 53 Privileges 29 PRO 12 Purchase Orders 130 Purchasing 127 Purchasing and Receiving 58 Quick Keys 15 Quotes 94 R Reason Codes 34 Receipt Preferences 78 Receiving 127 Receiving Logs 134 Reports 148 Restore Default Settings 82 Rewards 59 S Sales 85 Sales Report 102 Sales Tax 64 Sales Tax Advanced 65 Sales Tax Simple 64 Sample Database 85 Search Box 18 Search Style Items 22 Search Advanced 19 Search Customizing Window 23 Search Fuzzy 18 Searching 17 Serial Numbers 71 155 Short Cuts 15 Special Orders 155 T Tax Districts 66 Tax Groups 67 Rules 68 Time and Attendance 72 Tools 27 Transaction Numbering 73 Transfer Options 76 v Vendor Cards 127 Voiding 97 Voucher 82 Ww Warning Signs 26 Web Services 43 Work Order 95 Workstations 76
28. Receiving Logs 133 Physical Inventory 138 138 Making a Payment on Account through an Open Invoice 138 Applying Payments 140 Reports 147 Import Export 149 Creating a Spreadsheet 149 Importing Information 149 Other Important Features 155 Bundles 155 Serial Numbers 155 Special Orders 155 NL Drop Shipments 155 Index 157 Opening POSIM Navigator Bar POSIM EVO is controlled using the Navigator bar When the program is opened the Navigator bar will appear on the left side of your computer screen To Navigate POSIM click on the Navigator bar and it will slide open You then have access to Inventory Sales Accounts Receivable Reports Time Clock and Administration NAVIGATOR From the Navigator bar you can check your version information by clicking on the V button located at the top of the Navigator In this same location you can also access the User s Manual by clicking on the question mark NAVIGATOR You will also notice a lock button and pin on the right edge of the Navigator bar The lock button will log out the current user The pin button is used to force the Navigator to stay open General Overview This section describes basic concepts and navigation steps for POSIM The following chapters will outline how to run a sale add items to inventory and create purchase orders Listed below is a brief description o
29. a specific range of invoices Between will search for only the invoices within the range of your filters Once you have found th etc will open m s being searched select OK and the item customer Searching for Style Items In the Invoice Item Card and Item Look Up search windows there are additional options for searching These options pertain to styles only When you need to search styles make sure the Show Styles Options box is checked imei LES a ft sa e ENDE Show All selecting this option shows all items regular items master style cards and member style cards in the search results Hide All Style Cards Selecting this option will hide all style cards both master and member cards in the search results Show Style Master Only Selecting this option will show only the master style cards in the search results It will not show regular items or member style cards Beginner s Guide Hide Master Style Cards Selecting this option will show only regular items member style cards in the search results It will not show master style cards Show Style Member Cards Only Selecting this option will show only member style cards in the search results It will not show regular items or master style cards Hide Member Style Cards Selecting this option will show only regular items and master style cards in
30. aa purposes You may not copy a witen materiak You may permanent ander sofware and accompanying writen materiais ncudng the most recent update and al prior versions by obtaining wien permission Tom POSIM LC And t you retain o copies and he agrees o De bound by hel of ha Agreement Such a terminates your license You may hat rent or ease me sofware or Vater or assign Nghia use te sofware exoept as stated paragraph You may nal reverse engineer assemble sofware LIMITED WARRANTY warrants that a the SOFTWARE PRODUCT wil portom substantially in accordance with the accompanying witten materi tor penod 0 daya tom the dale of receipt and b any Support Services provided by sal Be suostantaliy as in applicable witten materias provided to you by POSIN and POSIN resellers wii make Sommorcalyressona ettor save probem Tote alowed by appleabie law mpled warranties on ne SOFTWARE PRODUCT any are Lm to ninety 30 daya Some sates co alow lans on duration of an impked warranty t above tations may ol appiy o you CUSTOMER REMEDIES POSIM and is reseors ente abit and your exclusive remedy sha be at SIMS option toria eum athe prce paid any orb epa or replacement of the SOFTWARE PRODUCT Pat does nt meet Lied Warranty and tat e retume o POSI we a copy o your receipt This Limited Waranty s vod
31. also able to add new customer or go directly to the Customer Card mmo OO Q p pom p e EI ES secte p 25 eo New Customer co to the Customer Card Edit Customer Information xuide Completing the Sale To complete the sale click on the correct method of payment button at the bottom of the screen enter the amount of payment being tendered and then post the invoice by selecting OK This completes the sale and creates a Closed Invoice that becomes a permanent record of the transaction You are also able to use the quick keys for each of the methods of payment to post the invoice as well Basic and Order Entry Invoices Basic Open Invoice The Basic Open Invoice works much the same way as the Retail Open Invoice mentioned above The only difference is the touch key pad will be attached to the payment window uuu ql sz Cim Order Entry Open Invoice When completing the sale in an Order Entry Open Invoice you will first select the Post button This will open the Method of Payment Window OPEN ORDER INVOICE NEVO From the Method of Payment window select the actual method of payment being used to purchase the items This will open another window where you will enter the amount being tendered Select OK when you are finished Ce tet The Method of Payment window will show the payme
32. based on quantity or if you want the points based on sales price No Reward Points Selecting this radio button will disallow this reward level to receive reward points Reward Points Based on Quantity Selecting this radio button will make it so the number of points earned is determined by the quantity of items purchased To calculate the points the factor will be multiplied by the quantily to equal the amount of points eamed Reward Points Based on Sales Selecting this radio button will make it so points are rewarded according to how much money is spent which then determines how many points are given To calculate the points the factor will be multiplied by the unit price to equal the amount of points earned Limitations Now you will set the limitations Choose between no mera limitations limiting points if the margin is less thana Sese certain amount or limiting points if there is a discount Deseemeseee m greater than a certain amount e No Limitations Selecting this radio button Dom am will allow the reward level to have no 8 6 limitations Points if the Margin is Less than Selecting this radio button allows you to set a limitation if the margin percentage on the item is not great enough In the box enter a percentage you want to set as the limit Points if Discount is Greater than If there is already a discount on the item selecti
33. be a pop up in the Open Invoice that the clerk will see when the action level is reached It can be a message for the clerk to tell the customer The Printed Action Message will be the message the customer will see on his invoice or receipt If you want to add a coupon image that will print on the receipt double click in the iage box A window will open allowing you to choose an image from your database or your computer Reward Codes Tab Both customers and items play a role in creating a rewards system In the Reward Codes tab you will be setting up reward codes for ms and reward levels for customers These codes and levels will then be assigned to items on the Category Card and customers on the Customer Card IM 60 1 First enter a name that represents the Reward Code for a group of items and a description for those items As you enter the information it will appear in the Reward Codes table above the fields 2 Next you will create Customer Reward Levels By default the customer reward level definitions will be points with no limitations Click in the white Customer Reward Level fields and enter the name for that customer level IM 3 To set the definition for that reward level select the gt gt button at the end of the row window will open allowing you to set the perimeters for that level Based On Choose if you want the level to receive reward points if you want the points
34. ction ID for a Document When you need one document type to have the same transaction numbering sequence regardless of which workstation it was created on uniform sequencing can be assigned First select a document from the Card field and select the Apply Defaults to All Workstation checkbox All the workstations will become grayed out Enter the Prefix and Next ID you want assigned for that document type for all workstations The next time the document is created the number will change in the window Transfer Options The Transfer Options tab allows you to set requirements for creating Transfers Require Shipped By Checking field when creating a transfer box will requi name to be in the Shipped By Require Received By Checking this box will require a name to be in the Received By field when creating a transfer Workstations The workstations tab allows you to name different computers using EVO Depending on the number of seats purchased you can add release or delete a workstation from your system The total number of seats available to you is listed in the bottom of the screen as well as the total number of mobile seats tp piii 76 To name the computer add a computer release a computer or delete a computer use the top corresponding buttons at the top of the screen Computer Preferences The Computer Preferences allow you to enter preferences for the Cash Drawer Rece
35. d The individual unit pricing below the trigger price will not activate tax calculation Start Price the first penny for which sales tax begins to be calculated Stop Price the last penny for which the tax definition is calculated lt Rate the percentage rate that the item is taxed This number is entered a whole number even though it is a percentage lt Tax Basis This information is entered automatically from the information you entered for the tax group If the tax basis is per unit the tax rate will be in dollars rather than in a percentage Tax Included If the unit sales price includes sales tax EVO will determine the amount of tax included in unit sales price and separate the tax from the sales price before recording the sale For example In Australia all prices listed include tax Add Before Calculating The selected tax will be collected on the item and the tax will be added to the sales price before the tax group calculation will be applied When you click in the field a drop down menu will appear with all available tax groups listed You will need to go through each Tax District you created and enter the tax rules for that district When you are finished select OK and the information will be saved The User Controls Tab There are two requirements to set up in the User Controls tab 1 Choose whether you want to see the tax detail on the Invoice If you choose to show the
36. d payments Reports POSIM EVO provides you with numerous reports to help you in understanding your inventory and sales You are also given the tools to create your own reports to see specific information you may need All reports are found by going to the Navigator opening Reports and selecting the Reports icon AR Management Report designed as an accounts receivable aging report that shows outstanding customer invoices still due to the merchant AR Statement designed to print statements for customers who owe the merchant money It will print one statement for every customer with an outstanding balance AR Transactions designed for the merchant to have one report showing all transactions affecting accounts receivable from Invoices batch payments finance charges and miscellaneous finance adjustments It is used to help merchants balance individual customer accounts as well as the total accounts receivable Weekly Sales and Status Report designed to allow the merchant to manage multiple related styles It allows the merchant to see information related to sales on hand status and receiving since that style was introduced to the store This report is designed for seasonal items specifically styles but will also work for commodity items General Journal shows an invoice by invoice journal for all sales transactions To import this information into an accounting program use the General Journal Export Gift Cards
37. ders tice quoda Navigating Scroll Bar 25 Warning Signs 26 Do Help edes 28 Privileges Setting up Privileges 29 Override Feature E General Preferences and Computer Preferences General Preferences 33 Company Info 33 Accounts Receivable a Auto ID Numbering 38 Customer Card Email Defaults a EXONSIONG zeit imi incid Gift Cards Images 46 Invoice 48 Layaways Marketing Manager SL MultiSite PayStream Pricing Purchasing and Receiving Rewards Sales Tax Serial Numbers Time and Attendance Transaction Numbering Transfer Options Workstations Computer Preferences Cash Drawer Pole Display Receipt Gift Receipts Voucher Saving Changes and Restoring Default Settings Using a Sample Database to Test Peripherals and Train Sales The Open Invoice 84 Basic and Order Entry Open Invoices 87 Basic and Order Entry Invoices 90 The Closed Invoice 96 Customer Card 98 End of Day Procedures 101 Tracking Inventory 106 Categories 106 The Item Card 11 Purchasing and Receiving 126 Vendor Cards 126 Purchase Orders 129
38. e an unlimited number of Open Invoices There are three different views of the Open Invoice Basic Retail and Order Entry All three have the same basic functionality each is meant to be used in different situations The Basic Open Invoice is designed for simple sales that need to be done quickly it can also be used on a touch screen computer The Retail Open Invoice shows more information than the Basic Open Invoice yet simple to use The Order Entry Open Invoice is designed specifically for Special Orders Layaways and Drop Shipments It you have access to all three different invoice types you can navigate between them by using the arrow button located at the top of the window This will change the screens to show the different invoices In the next section an explanation of the Open Invoice will be given The example will show the Retail Open Invoice At the end of the description there will be a section describing how the other two invoices work differently Basic Use of the Open Invoice Card The purpose of the Open Invoice Card is to process sales Item information is automatically entered when an ID is typed or scanned in the SKU field NN E mn Customer information also be quickly entered by typing a Customer ID phone number or the company name To see the Ship To information click on the second tab in the Customer panel OPEN RET INVOICE
39. e preview of what the first item in the selected group will look like in the Formula Preview Beginner s Guide 7 When you have finished the formula select OK 8 You will see a progress window updating each item in the selected group Each item will have been edited according to the formula Search and Replace Another way to edit multiple items at one time is to use the Search and Replace 1 Select a group of items that need to be edited Highlight the column that needs to be changed To highlight multiple rows click on the first item select the Ctrl key and then click on the last item needed in the group All the items in between the first and last item will be highlighted To highlight all the rows at once select the header of the column 2 Right click in the column and select Fill Down Search and Replace 3 Awindow will open asking which value you want to find Enter the value and select OK 4 Another window will open asking for the replacement value Enter the new value and select OK Find Replac POSM EVO Purchasing and Receiving Vendor Cards You will create a Vendor Card for every vendor you order items from The vendor will be assigned to the items on the Item Card and entered into a Purchase Order To find the Vendor Card go to the Navigator gt Inventory Purchasing gt and open the Vendor Card Adding a New Vendor To add a new vendor the plus but
40. e purchase orders when you need to order items to keep your inventory well stocked The following will explain how to post and post and receive purchase orders Creating a Purchase Order All newly created purchase orders will be Open Purchase Orders To open an Open Purchase Order go to the Navigator Inventory Purchasing and select Open Purchase Order 1 To create a new purchase order select the Add button located at the top of the screen This will create a blank purchase order The PO Number will not be entered until the purchase order has been saved To save the purchase order go to the tool bar and select the Save button 2 The first thing to do is enter the Vendor information You can use the Choose button to look up a vendor or you can enter the Vendor ID When the vendor is entered the rest of the information including Shipping information will be automatically filled Information entered here is taken from the Vendor Card 3 You will also enter the dates the items are being ordered and the date you want the order to expire 4 Next enter the items being ordered from the vendor You can use the Load Items button to search for items or you can enter the SKU into the SKU field 5 You may edit the items by changing the quantity or the cost of the item If you know the taxing or the freight you may enter that information as well When you are finished the
41. e restored on this compute SoS aoe Using a Sample Database to Test Peripherals and Train The purpose of a sample database is to have a place to train employees on how to use EVO without affecting your live data A sample database is a great tool that can be used to provide hands on training You can demonstrate how to use things in the system such as customer cards item cards invoices purchase orders receiving logs etc NOTE There is no way of removing data from the database this is why itis NOT recommended to train on a live database Sales The Sales function helps you process sales invoices and track your customers It records payment types and provides sales analysis information to update accounting records It also allows recording of transactions for deposits labor freight etc There are three types of invoices located in Sales open working and closed invoices Open invoices are where you enter the customer s items and receive payment Working invoices are where layaways and special orders will be kept until the Sale is complete e Closed invoices are records of completed sales and can be printed at any time The following sections explain the Open Invoice Card and how to perform sales with cash check credit card and on account payment methods using the Open Invoice Card The Open Invoice The Open Invoice is where all your sales will be processed The inventory is updated as the Open Invoice is posted You can hav
42. e the ability to view employee hours as well as approve or enter benefit hours Administration The Administration section contains General Preferences Employee Administration Computer Preferences Import Manager Remote Sales and Label Queue Alluser control information is located in General Preferences 1 are created and assigned privileges in Employee Administration All printer cash drawer and receipt information is in Computer Preferences Import Manager allows you to import items customers or vendors into your database Remote Sales allows you to make sales offsite while your store is still open The Label Queue is a shortcut to manage the printing of your labels POSIM EVO s 3 Levels BASIC CORE and PRO POSIM EVO has three different levels depending on your needs Below is each level along with a list of features included BASIC CORE PRO Add On Module All and Core Integrated Basic Card All Basic Features 1 888 Erie POS Touch Invoice Retail Invoice Order Entry Invoice Marketing Manager Credit Card Purchasing Grid View Event Manager Receiving Core Card Accounts Receivable Multi Store Customers P O Wizard Technical Support Vendors Time Clock iPOSIM Work Order amp Transfers Quote Management Quick Add items Drop Shipments Serial Numbers Employee Tracking Barcode Labels Privileg
43. eceipt Gift Receipt and Voucher will be restored to the default settings If you want to only change the Peripherals settings select Peripherals Only xuide Restore defaults for al individual preferences or Cash Drame preferences only Restoring defaults will allow this computer to automatically use defaults saved by other computers EE PN hte ow Save and Close Custom Settings When you select the Save and Close button a window will open giving options to apply the new changes system wide or to only apply the changes to the workstation you are working on If you select system wide it will automatically default all other workstations to the new changes If you select Private you are only changing the current workstation s settings Save changes to all individua preferences or Cash Drawer preferences ony Atter you select either All or Cash Drawer Only you have the option to apply the new changes system wide or to only apply the changes to the workstation you are working on If you select system wide it will automatically default all other workstations to the new changes If you select Private you are only changing the current workstation s settings Apply as system wide defaults affects other computes that use defaults pruats only affects tnis computer Ashley Mac NOTE Saving as private Stops this computer from noticing changes to the conesponding defaults by other computers unti the cefauts ar
44. efault assigned here will automatically be assigned to categories not assigned a specific reward code Sales Tax The Sales Tax tab is where you will set up your Sales Tax parameters It gives you the option of using a simple sales tax or an advanced sales tax layout This is also where you will enter your Tax Exempt Reasons Simple Sales Tax The Simple Sales Tax option is for those who will only need to use one Tax District and no tax groups 1 Selectthe Simple radio button 2 The Tax District ID will automatically fill in as you enter the rest of the required information Using your state tax information enter the rest of the fields 3 Once the simple tax information is entered all customers will default to that tax district unless exempt xuide 4 Freight Taxable To charge sales tax on freight check the freight taxable box If you do not want to charge tax on freight do no check this box 5 Misc Taxable To charge sales tax on miscellaneous sales check the misc taxable box If you do not want to charge tax on miscellaneous sales do no check this box Advanced Sales Tax Advanced Sales Tax is for those who will be using multiple tax districts and tax groups To set up your advanced sales tax select the Advanced Radio button and click on the Advanced Setup link A new window will open where you will enter your tax districts tax groups and zip codes The Tax District Tab Creating Tax Distr
45. er should equal zero Select the Events button to see useful information about any variables that may be related to sales for the day Select the Details button to see the Payment Details Screen This screen lists all the payment methods and transaction types The checked checkboxes on the lett side of the screen are the tender types included in your Actual Deposit amount Generally the only funds for deposit are Cash and 104 Beginner s Guide Check When you are finished select OK Once the information is correct in the Ending Tills Screen select the print button to view and print the document E 10000 When you have run the Ending Tills and the Sales Report compare the two documents to ensure totals for the day are correct m Tracking Inventory Inventory is used to keep track of physical inventory with accurate up to date information about each item It is also used to create and track categories keep track of vendors generate purchase orders receive items into inventory create merchandise labels and take physical inventory Categories The Category Card is an important feature in your inventory Every item in your database will be assigned to a category The item s prices taxes rewards and other structures will depend on what category the item is assigned to You will not assign the price code or reward level to the actual item they will be set in a category and then the item will
46. es Physical Inventory Kit Builder Special Orders Date to Date Pricing BASIC CORE PRO On Module Layaways iscounting Til Management Advanced Tax Git Cards Barcode Designer Reward Syles Importing Exporting Return to Vendor Price Codes Define A Report Reports Dynamic Report Accounting Interface If there is a feature your version does not with you will see these icons in the Navigator indicating which version contains that feature PRO Common Program Features Each Module within the system has different features that are organized into cards These cards include Item Cards Vendor Cards Purchase Order Cards Invoice Cards Customer Cards etc Following is an explanation of the common features located on each card Quick Keys We recognize the need to perform point of sale functions without the use of a mouse or multiple tab keystrokes Below is a complete list of short cuts Quick Key Function Quick Key Function Discount Line Insert Insert a Line Change Quantity End Bottom of Table Change Price Home Top of Table Change Margin PageDown Scroll One Page Down Delete Delete Line Page Up Scroll One Page Up Esc Close Function Quick Key Function FI Cash Payment F7 Transaction Type F2 Check Payment F8 Price Code Level F3 AR
47. f each section in the Navigator bar Inventory Item quantities are managed in the Inventory section with accurate and up to date information Categories and Items are accessed within the Inventory section as well as Purchase Orders and Receiving Logs Sales Open Working and Closed Invoices are processed within the Sales section It records stores and summarizes all point of sale transaction information It records payment types and provides sales analysis information to update accounting records You can also manage customers within Sales Accounts Receivable Accounts Receivable keeps timely accurate records of On Account purchases and payments made through an Invoice or Open AR Batch Accounts Receivable allows you to print customer statements and apply finance charges Customer accounts are paid off through balance forward or open item accounting methods Multiple reports exist to aid you in managing your receivables more effectively Reports Many different reports are located in the Reports section keeping your database accurate This section also includes Define a Report which allows you to create and save your own custom reports Time Clock Time Clock allows your employees to keep track of their hours Employees will use the clock in out feature to clock in and out every workday They are also able to enter missed clock entries sick hours or other benefit hours that will later be approved by management Managers hav
48. he screen u7 The Category UPC and Department information is located on the left of the screen To see the miscellaneous fields select the Classification tab BASIC ITEM CARD Grid View Item Card The Grid View Item Card is different than the other two You have the ability to see all your items at once or you can search the items to view a specified group of items The same information is listed on the Grid View Item Card as the Basic and Core but itis for editing multiple item cards at one time Editing Using the Grid View Item Card Although you are still able to add items as well as edit individual items using the Grid View Item Card the following section will explain how to edit multiple items at one time Multiple functions can be used to edit the Grid View Item Card Using the Fill Down You can edit or enter information for multiple items at one time by using the Fill Down option in the Grid View Item Card There are 3 ways to edit items using Fill Down Entering a New Value This option is used when you need to change one field for multiple items to the same value 1 Select the items that need to be edited by finding them in the list or by doing a search Highlight the column that needs to be edited highlight multiple rows click on the first item select the Ctrl key and then click on the last item needed in the group All the items in between the first and last item will be highlighted To
49. here you will set up the format for your receipts You have the options of printing an 8 Y2 X 11 invoice or to print a receipt If you want to print voices select the Print Invoices radio button If you choose to print Invoices the rest of this screen will be grayed out because it does not apply to invoices If you select the Print Receipts radio button a receipt will print from your receipt printer when an invoice is posted To select a receipt printer select the Select Receipt Printer button A window will open with all available printers Select the correct printer and click Okay Setting the Preferences The receipt preference allows you to customize your receipt and let you decide what you want to have printed on your receipt The first field is where you set a minimum amount you want to print a receipt for If you do not have a minimum and want to print a receipt for every transaction enter 0 00 Next decide if you want to pause between vouchers for a specified amount of seconds or if you want to wait for user confirmation If you want a certain amount of time to pass between printing vouchers enter the number of seconds in the field If you select to pause for user confirmation a print dialogue window will appear anytime a receipt is sent to the printer requiring you to confirm the printing If you do not want the print dialogue window to pop up but you also don t want to wait for any time to pass between printing v
50. here you will be searching for a customer name vendor name etc there will be a magnifying glass located within the search box Clicking on the magnifying glass will allow you to search for the needed information Advanced Search The Advanced Search button allows you to search with specific criteria that will narrow your search throughout the database The Advanced Search button is located in the Header of any Card of 184 NEVO 19 Filter On The drop down list allows you to search for anything located on a card The Filter On list is in the order of the columns located in the search window If you change the order of the columns the list order will change as well Find This field is where you type what you are searching for whether it is a SKU company name address customer ID etc Beginner s Guide Wild Card Rule This allows you to choose if you want the search to find results that match all of what you enter starting with what you enter ending with what you enter or you can turn the wildcard off completely And Or and Between And If using two different filters And will allow you to search for both the first filter and the second filter Or If using two different filters Or will allow you to search one or the other topic The results may not have both of the filtered searches in them but it will have one the other or both Between If searching for
51. highlight all the rows under one header at once select the header of the column 3 Awindow will open asking for the new value Enter the new value and select OK 4 Aprogress bar will open showing the items being updated You can watch the selected items change as they are updated Entering a Calculation When you need to edit multiple items but you do not want them to be the same value you can create a calculation to edit those items at one time 1 Select the group of items that you need edited Highlight the column that needs to be edited mer ue i 120 Beginner s Guide highlight multiple rows click on the first item select the Ctrl key and then click on the last item needed in the group All the items in between the first and last item will be highlighted To highlight all the rows at once select the header of the column 2 Right click in the column select Fill Down Formula itt Papp i premit UICE Hit Awindow will open allowing you to enter a formula that will change the items formation nEVO 4 First enter the formula in the text box You can use the different fields in the drop menu 5 Ifyou are calculating a number use the Mathematical Calc option If you want to lake two fields and string them together select the String Concatenation option 6 You can see th
52. icts The Advanced Sales Tax window gives you the ability to enter multiple tax districts To create a new tax district select the Add New Tax District button and enter the lax information in the District Detail panel As you enter the district information the Tax District ID will automatically be entered in the yellow field and the tax information will automatically be entered in the All Tax Districts table To enter zip codes select the Load Zip Codes button A search box will open letting you search by zip code city state or county Once you have completed the search and found the correct information select OK All zip codes chosen in the search will be located in the zip code box Creating Tax Groups Tax Groups need to be created for each group of items required to be taxed or required to be reported to the tax authority Items may be non taxable but if the tax authority requires them to be reported individually on the sales report then a new tax group must be created For example food would need to be divided into different tax groups such as basic food or prepared food 1 The Item Tax Groups panel is where you will create your Tax Groups By default Taxable and Non Taxable will already be created 2 There will be one blank field located at the bottom This is where you will enter any new Tax Groups Double click in the blank field and enter the new information for the Tax Group SERIE Dome CE
53. in the time you complete the Open Invoice The customer will pay for the order in full and they will receive it in the mail Drop shipments can be completed in the Core and Pro packages Index A Accounting 34 Accounts Receivable 36 139 Advanced Override 31 Advanced Search 19 Applying Payments 141 Authorization 37 Auto ID Numbering 38 Automatic SKU 38 Automatic UPC 39 B BASIC 12 Basic ltem Card 116 Basic Open Invoice 91 96 Bundles 155 c Cash Drawer 78 Categories 107 Chart of Accounts 34 Cheat Sheet 50 Closed Invoice 97 Company Info 33 Computer Preferences 77 Contacts 99 GORE 12 Customer Card 40 99 Customer ID 39 D Default Settings 82 Deposit Slip 36 Drop Shipments 155 E End of Day 102 Ending Tills Report 104 Fiter On 20 Freight 49 Fuzzy Search 18 G General Preferences 33 Gift Card IDs 45 Gift Cards 43 Gift Receipts 81 Grid View ltem Card 119 H Help 28 Hold Inventory 96 Images 46 Import Export 150 Inventory 107 Invoice Preferences 48 tem Card 112 L Layaways gt 51 155 Look Up 17 M Magnifying Glass 19 Manual 8 Marketing Manager 51 Message of the Day 50 N Navigator Bar 9 Open Invoice 85 Order Entry Open Invoice 88 91 Override Feature 31 P Packing Slip 96 Payment on Account 139 PayStream 52 Physical Inventory 139 Picking Tickets 95
54. ing all the levels pricing formulas you need to create a new Price Code then click the Add Code button f 00000000 10 All the fields will clear allowing you to enter a new Price Code ID Description and price formulas 11 To go back to your previous price code click on the price code in the table and the information will reappear 12 Once you have created all your price codes and set every level you will go to the Category Card to assign the price code and to the customer card to assign the level 13 If you need to remove a price code highlight it in the table and then select Remove Code When you remove a Price Code and Categories have been assigned to it those categories Price Code will be left blank Purchasing and Receiving The Purchasing and Receiving tab gives different options for requirements regarding your Purchase Orders and Receiving Logos Vendor SKU if you want to require a Vendor SKU for your Purchase Orders check this box Order Expiration enter the number of days you want to pass before the Purchase Order expires Received By if you want to require the person who receives the items to enter their name on the Receiving Log make sure the Received By box is checked If you do not need the Received By information leave the box un checked Freight Validation if you want to require freight validation make sure Freight Validation is checked If you do not need
55. ion of adding headers to the spreadsheet but this is not mandatory You cannot leave blank columns in the spreadsheet Doing so will cause an incomplete import of information You do not have to use every field available If you do not want to use a field skip it in the spreadsheet When you save the spreadsheet it must be saved in format Importing Information Once you have a spreadsheet created for the information being imported you will enter the spreadsheet information into the Import Manager 1 First you will need to select the type of import you are doing 2 Next you will enter the spreadsheet Select the Browse button and locate the file on your computer 150 Beginner s Guide 3 When you have found and entered the spreadsheet the first row of each column will be listed in the column below the Browse button Ifyou have included headers in your spreadsheet they will show in the column Make sure you check the checkbox that says First Row is Header Row If you are not using headers in your spreadsheet the list of fields will be listed After you have browsedandenteredihe EETNMKECHNENENNNNENNNNNNNNNNN spreadsheet information you willneed tos rae map the information to the correct fields on ETUR the 1 Highlight the first field in the list of columns from the spreadsheet and then highlight the corresponding field from the list with the fields fr
56. ipt Gift Receipt and Voucher You will find the Computer Preferences in the Navigator under Administration POSIM EVO Cash Drawer The Cash Drawer Preferences allow you to enter the type of drawer interface you are using and also select which methods of payments you want the drawer to open with Selecting Cash Drawer Interface It you are using a cash drawer when you select between the two options you have the chance to test if the drawer will open Simply select the Test Open Drawer button Selecting Methods of Payment to use with the Cash Drawer In the Cash Drawer window there is a list of methods of payments Check the ones that you want to have the cash drawer open with when using Pole Display It you have a pole display installed this preference allows you to set the port the default message and test that the message will appear The first thing you will have to do is check the box PD3000 Installed to let the software know you are in fact using a pole display Right below this is a drop down menu for the different ports in which the display can be located on To the left you have fields in which you can type the pole display s default message this message will appear while the pole isn t displaying prices or totals There are two fields for the message the top field relates to the first row on the pole display and the bottom field relates to the second row on the pole display Receipt The Receipt Preferences is w
57. it is wording it will be put in alphabetical order 3 When the column header is selected a second time it will be in reverse order from above Numbers will go from largest to smallest while lettering will begin with Z and go to A 4 When the column header is selected a third time it will revert back to the original order Navigating Scroll Bar All cards are arranged sequentially in a deck by their ID The Navigating Scroll Bar located in the header of the screen is meant to help you navigate through the deck When you first open a card the navigating scroll bar will be navigating all the cards in the system starting with the last card in the deck As you use the arrows to go forward or back it will display the number you are on above the navigating scroll bar It you move the actual marker it will show you the ID as you are scrolling 256 of 316 Whenever a wild card search or advanced search is done and there are multiple results the navigating scroll bar will show all the items within the results of the search For example if the SKU of an item is searched the search box brings up the results of the search When OK is selected in the List All the navigation will only display the five results found out of the 316 items Once you need to return to all the items select the X in the Search Box and it will break out of the subset allowing you to navigate through all item cards in the system once more
58. ith the information necessary to fill out the Sales Tax Report The report is grouped by Sales Tax District and Item Group showing the total invoice Style Report designed for use by merchants that have style type items and allows them to see at a glance the results of sales comparing items within the style and other like styles Turn Ratio Report designed to aid the inventory manager in understanding the effectiveness of the value investment in inventory Inventory turns ratio is defined typically as the number of times the average inventory is sold during a year The higher the turn ratio number the more times those same inventory investment dollars are being turned into sales The report allows the user to define a current period and a comparative period for the same items Import Export The Import Manager gives you the ability to import multiple items customers or vendors from a spreadsheet document The Import Manager is simple to use and imports all the correct information into the corresponding fields on the Item Customer or Vendor Card To find the Import Export window go to the Navigator Administration and open Import Manager Creating a Spreadsheet You will first need to create the spreadsheet of your items customers or vendors that you want to import Creating the spreadsheet is simple You will take the fields listed in the Import Manager and enter the information corresponding to those fields You have the opt
59. le you create can then be imported into POSIM EVO Accounts Receivable Accounts Receivable gives you the ability to set up track and manage a customer s account Customers are able to make purchases on account through an Open Invoice After the purchase has been made the customer must pay off the account and then you will apply the payment to the customer s account You can find an entire history of a customer s accounts receivable located on the Customer Card under the AR tab Making a Payment on Account through an Open Invoice You are able to make a payment on account by changing the transaction type in the Open Invoice The process is the same for all three invoice types 1 Enterthe customer making the payment into the customer field 2 Change the transaction type to Payment Acct 3 Awindow will open asking for the payment amount Enter the dollar amount and select OK The amount they owe on account will be automatically entered in the invoice line lease entar Payment cn Account amount 10000 4 Ifthe customer has other items to purchase enter those in the invoice Once the invoice is complete post the invoice using the Post button or quick keys 5 To see the payment go to the Customer Card AR Tab Applying Payments Once payments have been received from customers those payments must be applied There are two ways to apply unapplied payments Applying payments
60. ll change the screens to show the different invoices Voiding a Closed Invoice If an error has occurred you have the ability to void an invoice This is possible only if you are voiding an invoice on the same day as it was posted If the invoice was posted on a previous day and needs to be corrected you will need to treat it as a return The process for voiding an invoice is the same for all three invoices 1 Find the Closed Invoice that needs to be voided You can do this by using the search options or by using the Navigating Scroll Bar 2 Open the Tool Bar by hovering your mouse over the Tools tab xuide 3 Select the Void button 4 When the button is selected a window will open warning you that by voiding the invoice all totals will reduce to zero Select Yes to continue POSM EVO 97 6 Atthis time if you need to return money to the customer do so If the customer paid with a credit card and you use PayStream the charge will automatically be reversed Customer Card The Customer Card is used to store information about your customers When a customer has a Customer Card they can be entered into an Open Invoice and are able to eam reward points pay for transactions on account and you can view their purchasing history Payments on account are only available when using the Pro version of EVO Features of the Customer Card When a Customer Card is created you will enter in the customer s bill
61. located in this menu Select a document to work with Highlight the workstation you want to set up the numbering sequence for and click in the white fields Prefix and Next ID and enter the correct information Prefix The default for this field will be the Short Name but this can be changed The prefix entered here will always be what appears before the numbers on a transaction ID When this field is left blank there will be no prefix just the number in the Next ID field This field holds up to 10 alphanumeric characters Next ID number in this field will be the next created ID This number will change any time a new document is created This field holds up to 6 numbers Select the Enter key when you have finished editing the Prefix and Next ID fields and the information will be saved For this example the next Purchase Order created on the workstation Kyles will now have the PO Number of PO001 After the PO Number has been used the Next ID will be different in the Transaction Numbering table When you have finished with one type of document select a different document from the Card field You will notice the prefix and numbers change when a new document type is chosen When you select Open Invoice as the document type there is an additional field labeled Folder The folder name typed in this field will be the default folder for Open Invoices for that workstation Assigning One Transa
62. ndow is completed select Save and you will see the new contact on the customer card inner s Guide Note To assign the bil to or ship to information to one of the contacts select the check box next to the contact and it will be changed in the bill to ship to information as well as the table of contacts Note When searching for a customer by Customer ID all contacts will appear in the results under the same ID Use care when entering customers if there are multiple contacts to ensure you are entering the correct one End of Day Procedures The following are some of the basic end of day steps to record the daily sales and reconcile the till Sales Report The Sales Report is designed to assist the merchant in understanding the items sold sales values and margins Sales can be represented by transactions types departments and categories The columns listed in the Sales Report are SKU Description Quantity Sales Cost Margin Margin and Sales per Total To run a Sales Report go to the reports section and click on report Select the Sales Report from the report window and set the report parameters Dates select a specific time period by selecting or entering to and from dates Ranges select how you want the report information displayed For example select Department to choose a range of departments to display Filters you can broaden or limit your search by using filters Check
63. ng this limitation lets you decide if there should be points given for already discounted items In the box enter a percentage that you want to set as the discount limit Once you have set what the reward points will be based on and have set the limitations you are able to test your settings in the test area The test area allows you to enter various numbers to see what the results will be This helps you determine which factors you want to use for different reward levels When you have finished setting the reward level definitions select Okay and the window will close 4 Continue creating Reward Levels and setting definitions until you have finished the Reward Code 5 To add a new Reward Code select Add The Name Descriptions and Reward Levels will clear allowing you to create a new Reward Code Continue adding new Reward Codes until you have finished your reward parameters Now that you have finished creating your Reward Codes and Reward Definitions you can set the defaults for your customers and items To set the defaults go back to the Rewards tab Wis Set the default customer reward level by selecting the down arrow A list will appear with all the reward levels you created The default assigned here will automatically be assigned to the customers not assigned a specific reward level Next set the default item reward code by selecting the down arrow A list will appear with all the reward codes you created The d
64. ng ticket will print Once the items have been located and retrieved from the warehouse you can make any changes needed to the Open Invoice Card then post it and complete the sale Packing Slip The Open Invoice Card can be printed as a packing slip to include with items being shipped to a customer Simply select the Packing Slip radio button from the printing screen and a packing slip will print Place the packing slip in with the items to be shipped and then use the same Working Invoice Card to post the sale and create a record of the transaction Holding an Open Invoice Card You can hold an item for a customer by entering the item information into an Order Entry Open Invoice and then holding the card Holding the inventory causes the item to be taken out of the Available inventory To hold the Invoice check the Hold Inventory check box When the customer returns you can uncheck Hold Inventory on the Open Invoice and complete the sale Remember this can only be done in Order Entry Open Invoice nEVO The Closed Invoice The Closed Invoice is a record of a completed Open Invoice The fields will contain the same information as the Open Invoice but these fields can no longer be edited There are three types of Closed Invoices Basic Retail and Order Entry If you have access to all three invoice types you can navigate between them by using the arrow button located at the top of the window This wi
65. nt being collected If everything is correct select the Post button to post the invoice and complete the sale The Method of Payment window allows you to enter multiple methods of payment For example if a customer wants to pay with both cash and a credit card you would simply select each of the methods of payment and enter the amounts being paid with each To open this window on the other invoices select F12 Other Uses for the Open Invoice All three of the invoices have the following Quotes The Open Invoice Card can be used to give a customer a documented quote of item prices After entering the item information bring up the printing screen by going to the Tools menu and selecting Print A window will open with all available printing options then select Quote A copy of the Open Invoice Card in a quote format is printed You can keep the card in the Open Invoice Card index and use it to finish the sale later if the customer decides to purchase the items Work Order The Open Invoice Card can be printed as a Work Order Select the Work Order radio button from the printing screen and the Work Order will print It you have the Pro package of the software you will have the option for which format you want to print the work order Order Entry or Retail Picking Tickets The Open Invoice Card can also be printed as a picking ticket Simply select the Picking Ticket radio button from the printing screen and a picki
66. nvoice 5 You can receive items individually by going through and entering the quantity received number in the corresponding column or you can receive all the items at once by selecting the Receive Remaining button 6 You can watch the totals as you change the number of items being received 7 Allocate the freight by selecting the Allocate Freight button Select whether to allocate it by cost quantity or weight 8 Once the correct items have been received go ahead and post the Open Receiving Log The Open Receiving Log will now be moved to the Closed Receiving Logs Modifying a Closed Receiving Log There are times when you need to adjust the receiving log perhaps the freight ends up being a different total so you will need to modify the Closed Receiving Log Open the Closed Receiving Log by going to the Navigator open Inventory Receiving and select Closed Receiving Log 1 Open the correct receiving log and select the Modify button imd 2 You may now edit any fields that are white When you have finished editing select the Save button mum Physical Inventory POSIM EVO simplifies the physical inventory process You can quickly and easily account for your stock on hand and catch shrinkage before it becomes a problem With a remote capture device such as tricoder you can walk around your store and scan in all the inventory items The inventory text fi
67. o browse the computer you will search and select an image located on your computer It you select to browse the database you will have access to any images located in the database You also have the ability to add images from your computer into the database The database images can be grouped searched and named within the Image Browser Window CS RUIN n Select OK to load the image to the selected document Invoice The Invoice tab allows you to set requirements and decide what information will be shown on the Invoice There are three tabs in the Invoice section Posting and Payments Freight and Miscellaneous Posting and Payments Invoice Posting Requirements in this section choose if you want to callow the price on an invoice to total zero require a customer o require a salesperson in order to post the invoice Discount Override if this check box is checked you can choose which discounts will override others Payment Options check the boxes to include the payment methods you accept If a box is not checked it will not appear as an option in an Invoice The blank fields are for you to enter any other payment options you offer such as coupons check 1 company check etc Conditions and Return Policies enter any conditions or return policies you want on the Invoice Show on Retail Invoice check the boxes for those details you want seen on the
68. om the Customer Card 2 Once both fields are highlighted you can either select the Add to Map button or you can double click on the column field from the spreadsheet Guide 4 Continue highlighting and mapping the fields When you come to a field on the Customer Card you did not enter in your spreadsheet simply skip the field 5 Once you have mapped all the column fields from the spreadsheet to the fields from the Customer Card you are ready to finish the import Select the Do Import button 6 When the import is complete you can check the Customer Card and see the newly imported information POSM EVO Other Important Features Listed previously are the basics of the most commonly used features There are many simple useful features in POSIM EVO but due to time and space limitations detail cannot be provided for every one of them To see more information on each feature see the User s manual located in the system Following are some brief descriptions of some other useful features Bundles POSIM EVO allows you to group together items to sell as a bundle On the Item Card is a place for you to add components to an item Those components are then entered into the Open Invoice anytime the item is entered Bundled items are tracked individually so you are still able to sell one of the items listed as a component Whether the item is sold individually or as a bundled component your inventory will stay accu
69. only applies to customers with open item AR types Balance Forward customers payments will automatically be applied For more information on the difference between AR types see the User s Manual located within the system Applying Payments through the Customer Card If the customer is an Open Item AR type you have the ability to apply existing payments 1 Inthe AR tab on the Customer Card select the Apply button 2 The Apply Payments Window will open The top panel displays all open charges The bottom panel displays all open unapplied payments EVO 1 3 To apply the payment to the charge highlight the charge and then double click on the payment 4 Double clicking on the payment will apply it to the highlighted charge The Open Charges Total Balance wil reflect the total with the applied payments The Open Payments Total Unapplied will reflect what is left in Open Payments and the Total Applied will reflect what was just applied Applying Payments through an Open AR Batch In the Open AR Batch you have the ability to apply payments one at a time or have the payments paid all at once To open an AR Batch go to the Navigator AR and open the Open AR Batch Applying Payments One at a Time 1 To create new batch select the Add button located near the top of the screen Enter the customer with unapplied payments 3 To apply the payments select the Apply Existing Payments button
70. ouchers set the seconds to zero The rest of the preferences are a list of checkboxes listing options of what you can print on the receipt Check or uncheck the items you want to show or don t want to show on the receipt As you check and uncheck items you will see the image to the left reflect the changes being made When adding images check the box and then select the gt gt button to select an image from the database or your computer g E O v Correon After you have selected an image it will appear in the preview area to the left If you select the Footer Image and also check the Outline with Dashes check box it will look like a coupon that the customer can cut out On the preview receipt there may be a rewards message and image These preferences are found in General Preferences under the Rewards tab and cannot be changed in this window ift Receipts The Gift Receipt tab is where you will customize your gift receipts First choose how many seconds you want to pause between printing receipts If you select User Confirmation a print dialogue will appear whenever you are printing Loyalty E Next you have the ability to create a header body and footer message You can use all or none of these options Check the box next to the message you want to use and type the message As you are typing you will see the p
71. rate You are also able to purchase bundles from vendors Serial Numbers The Serial Number card keeps a record of all serialized items as they come in or are sold out of inventory If an item is being tracked with a serial number POSIM EVO will not allow the item to leave inventory without the serial number being entered Special Orders EVO has a complete Special Order process You are able to special order items for a customer collect deposits and then post and receive a purchase order for the special ordered items in a few simple steps Special orders are kept as a Working Invoice and POSIM EVO will track which items have been purchased and which have been received When all items are ready the customer returns to the store the deposit is applied to the order and the Working Invoice is completed and moved to Closed Invoices Special Orders can be completed on any of the three invoices Layaways POSIM EVO also has a complete Layaway process A customer is able to put an item on layaway make a deposit and then continually make payments until the item is paid for Layaways can be completed on any of the three invoices Drop Shipments Drop shipments make it convenient for you to get special ordered items straight to the customer When a customer needs an item you do not have in your inventory you can purchase the item and have it shipped directly to the customer You are able to post and receive a purchase order for a drop shipment all
72. re Item Card At the end of the explanation there will be brief descriptions of how the Basic Item Card may look or act differently ITEM CARD ee ome rm 1 3 Creating a New Item Card To add a new Item Card select the Add button and a blank Item Card will appear 1 The first step is assigning the Item Card a SKU If you have auto ID numbering set up in General Preferences this will be done automatically Once you have typed information into the item card the SKU will appear You will also give the item a description and additional description if necessary The description field holds up to 30 characters and the additional description field holds up to 50 characters Beginner s Guide 2 The Quantities section of the Item Card will display the On Hand Available Order and Special Order quantities As you order and sell this item these numbers will be updated automatically in this section You will enter the number for the Max Stock Reorder Point and Unit of Measure Max Stock the maximum item quantity you want to have in stock Reorder Point the point where the item has reached a certain quantity in stock and must be reordered For example if the max stock is 20 you may want to reorder when the quantity reaches 10 Unit of Measure the unit the item is measured and sold by For example fabric may be sold by
73. reason for doing so in Time and Attendance The Benefit table is where you will enter the different Benefit Hour types employees can choose from for why they have missing entries These may include vacation or sick hours These benefit hour types will appear in the More screen in Time and Attendance To add a benefit hour type click in the blank field enter the benefit hour and hit the Enter key Assigning the First Day of the Week Use the down arrow to select a day you want to set as the first day of the work week Logging Out Warning You may want to know when an employee is clocking out after a specific amount of hours worked This can help in cases where an employee forgets to clock out and continues working the next day without realizing the mistake If you want a warning when a certain amount of hours have passed without clocking out select this checkbox and set the amount of hours Beginner s Guide The Transaction Numbering tab allows you to set prefixes and ID numbers for each document per computer You have the option for each workstation to have unique numbering systems or you can assign one numbering system for all the workstations for each document Assigning Individual Transaction Numbering Listed in the window are workstations that have been created To assign a numbering sequence first select the document by selecting the down arrow in the Card field All the different documents that require an ID will be
74. review image on the left add your message to the receipt If you want a barcode on the receipt check the barcode checkbox Boondo D Loyalty Ec To add images to the receipt check the Header and or Footer Image check boxes Select the gt gt button and you will have the ability to select an image from the database or your computer When the image s has been selected you will see it appear on the preview receipt If you want to add dashes to make a coupon select the outline with dashes check box Voucher On the voucher tab you have the preferences related to what message appears on your voucher Check the box next to Voucher Message and you will be able to add text into the field below and preview it on the left Saving Changes and Restoring Default Settings When you have finished making changes to your cash drawer receipt git receipt and voucher settings you have two options You can save and close the settings by selecting the Save and Close button or you can restore the default settings by selecting the Restore Defaults button Restore Default Settings Restoring the default settings will override any changes made to the preferences When you select the Restore Defaults button a window will open asking if you want to restore all the computer preferences to default settings or just the settings for the current selected tab For example if you are in the Peripherals tab and you select All the Peripherals R
75. ry teacher that came to support their school would be a contact under the school s customer card This way all purchases can be tracked through the one Customer Card There are many other ways of using contacts and it is very easy to add and edit as many as you need Adding a New Contact As mentioned earlier there will always be at least one or two contacts taken from the bill to ship to information You will notice when you change the ship to information a new contact will automatically be created If you change the ship to information back to match the bill to information it will automatically go back to one contact To add a new contact select the Add button This will open the Contact Profile Window open The company name will already be entered copied from the bill to information The address will also be taken from the bill to address Both fields can be changed if they are not correct Enter the remaining contact information The miscellaneous fields are for you to enter any information known about the contact i e shoe size paint color brand preference etc Anything you want to keep record of about the contact can be entered into these fields You also have the option to enter a picture of each contact To add an image select the Picture icon or double click where it says no image A window will open allowing you to search for an image on your computer or in your database Once the Contact Profile Wi
76. st open the item card you want to edit Item cards are found by going to the Navigator gt Inventory gt Item card Enter the item SKU in the search field and press Enter If you need to search for the item SKU use the search button at the top right of the card to find the item SKU and select it On the right side of the item card is a dropdown menu next to Cat Code To assign the item to a category select the down arrow on the field to see a list of categories Select the correct category code and the item will be assigned the settings from that category To see the settings assigned to the category for that item select the Cat Code link and you will be taken to the Category Card 110 The Item Card The Item Card is where all items in your inventory are tracked and history is kept For every item there must be an Item Card created When an item is being purchased all the information that goes into the invoice is from the Item Card The Item Card is kept up to date with information for each item so you always know the current prices and quantities for each item in your inventory There are three types of Item Card Basic Core and Grid View The Basic and Core Item Card hold all the same information but the layout is different The Grid View Item Card is intended for editing multiple Item Cards at once Basic and Core Item Cards In the following explanations of the Item Card the example shown will be the Co
77. t V Void an invoice Shit T Ticket Shift Y Layaway Laptop Alternatives for Mac Quick Key Function Quick Key Function Command Insert Line Fn Down Arrow Page Down Command Delete Line Fn Left Arrow Home Fn Up Arrow Page Up Fn Right Arrow End Searching There are multiple ways to search for a card or item located in the database Options include Look Up Search Box Advanced Search or the Navigating Scroll Bar Look Up certain cards there is a Look Up button This button will automatically open the search window to perform a search The Look Up button is located on cards when entering multiple customers or items For example the Order Entry Invoice NEW ORDER INVOICE Search Box The Search Box is located on every card and is a quick way to find a card with the necessary information The search box allows you to enter a key word into the field and search the database for exact matches pulling up the first exact match found This search is called a Fuzzy Search Every card has a different list of criteria that can be searched in the Search Box For the most accurate search search by topics that are unique such as an ID or try t0 use the wild card search whenever possible In the examples that follow the Item Card will be used For every other card in the system the steps are the same Magnifying Glass Q Inplaces w
78. t the time of purchase into the first cell of the table in the Gift Card tab of General Preferences Enter a Gift Card Scan ID in the first column of the table This will be the value entered in an Open Invoice to sell a gift card Example GC 2 Enter the description This is what will show in the description field on the invoice when the gift card is sold It will describe in more detail the type of gift card you are creating 3 Next enter the amount to be associated with that Gift Card Scan ID If it is left blank the Clerk will need to enter an amount at the time of purchase If you enter an amount it will be automatically entered into the Invoice when the scan ID is entered n EVO Images The Image tab is used for selecting an image that will print on certain document types in the system You can choose one image per document type Images can be loaded by either using images saved on your computer or images stored in your EVO database The recommended size for your image is 5 14 x 1 72 Anything larger than this will be cut off and anything smaller than this will not fil the entire space The image is not sized to fit Any of the following image types can be used jpg bmp png or gif To add an image to a document highlight the document and select the Lago link You then have the option to select an image by browsing the computer or browsing the database oan If you select t
79. the end 3 Type into the Message box Here you will set the default email message You can use the Insert Mapped Data button to link information from the Invoice into the email See Mapped Data for more information For more information on sending emails from an Invoice see Emailing Extensions s box needs to be checked if you are u Once you have checked this box EVO will need to be restarted Gift Cards The Gift Cards tab helps you set up your gift cards and the way they will be used in your database POSM EVO First decide if you are going to use gift cards If you are not you can skip to the next tab and ignore this screen If you are using gift cards check the Use Gift Cards checkbox Next select if you are a single store user or a multi store user If you are a multi store user enter the Gift Card Store ID This makes it possible for your customers to card at one store and use it at another purchase a Decide if you want the gift card balance printed on the invoice or receipt If yes check the Print Balance on the Invoice Receipt button Beginner s Guide Creating Gift Card SKUs In order to sell gift cards information must be entered into the Gift Card table stating what type of gift cards are going to be sold There are two options for gift cards One is to have a pre set amount on the gift card another is to have the clerk enter the amount of the gift card a
80. the search results It will not show member style cards Customizing the Advanced Search Window There are two ways to customize the Advanced Search Window 1 Changing the Column Order 2 Sorting the Headers Changing the Column Order The columns in the advanced search window can be customized for each user They can be customized by moving the columns around to show the information you want to see versus the information you do not need If you rearrange the columns the drop down list of filters will also change to match the order of the columns on the screen 1 To change column order select the column by clicking on the title of the column Drag the column to the left or right and drop in the correct location ami TRE 2 Ifyou move the columns in the advanced search window and select OK they will remain that way until they are changed again Sorting the Headers The table can also be sorted by column By clicking on the header of a column the column will sort 1 When an item is searched and not sorted it will appear in the order it is organized in the system Whatever order the item cards are in when you are scrolling through them is the order they will appear here pe me vimine i new 1 Do Tammen Omo Oon B nen emt PER 2 When the column header is selected once and there are numbers in the column it will start with the smallest and go to the largest If
81. this preference you can choose how long this is displayed after each invoice is posted Invoice Folders in this preference you have many options o manage your folders c create new folders by entering a new name in the blank space c view how many invoices are located in each folder in the Count column c assign which folder will hold all the Special Order Invoices xuide Layaways The Layaways tab is where you enter the message that will be printed on the bottom of every invoice with a layaway transaction on it Marketing Manager If you are using the POSIM Marketing Manager this information will be given to you when you set up the program with a tech from POSIM POSM EVO 5 MultiSite Enable MultiSite and turn on the preference to sync item changes between sites PayStream It you are using PayStream enter the IP Address of the PayStream Server here 52 Beginner s Guide Pricing The Pricing tab allows you to set up your price codes The concept behind pricing is a quick way to discount specific items for specific customers The items may be assigned different price codes and every customer can be assigned to a different price code level When the customer buys an item EVO first locates the customer s level and then the item s price code The cost of the item will be based on these two things You can create as many price codes as needed There are seven levels within a price code you can set up with different
82. to work in different situations There are certain settings that required to be set up before using the system Company Information Authorization Sales Tax and Workstations The other topics in General Preferences are not required but we highly recommend you set everything up before beginning to use the software General Preferences All settings for your system are conveniently located in General Preferences The General Preferences window was created as an easy guide to help you enter all your setup information quickly Use the Next and Back button to continue through the panel of tabs or choose from the panel to jump around to different tabs Company Info The Company Information section is where you enter your Purchase Order Billing and Shipping Addresses Make sure your PO Billing and Shipping Addresses are correctly entered This is very important for the following reasons The information entered here will be the default billing and shipping addresses entered on all Purchase Orders Anytime the Shipping Address is changed in this screen it will reset the authorization code and you must call POSIM to reauthorize the database All reports will have this address printed by default Accounting Accounting is divided into three different tabs Default Chart of Accounts Reason Codes and Groups 1 Default Chart of Accounts contains the default categories assigned by the specific accounting program you chose
83. ton located at the top of the screen You will then enter the Vendor ID and Vendor Name The Vendor ID is an alternative ID for the vendor and the Vendor Name is the full name of the vendor Every Vendor ID must be unique 126 Beginner s Guide Enter the rest of the Vendor information and the Account Information Contacts the Contacts tab allows you to add specific contacts you may work with Tor that specific vendor To add a new contact select the Add button and enter the applicable information The information will save in the table Benchmarks the Benchmark tab is where you enter comments to be displayed on a Purchase Order Benchmark comments are notes made about special promotions or deals the vendor may be offering History the History tab will display the total dollar amount purchased from that vendor If itis a new vendor this tab will be blank until purchase orders are created Comments the Comments tab allows you to enter any notes you may have about the vendor P O Comments are comments to be displayed on the Purchase Order and Comments are notes that will only be seen on the Vendor Card Purchase Orders Button When you select this button a window will open playing all Purchase Orders for this vendor Items When you select this button a window will open displaying a list of items linked to this vendor as the preferred vendor Purchase Orders You will us
84. ur SKUs UPCs and Customer IDs Automatic SKU Enabling this option will allow the computer to automatically assign the Item SKU Stock Keeping Unit to your items as they are created in an Card To enable the automatic SKU check the Enable checkbox and enter a prefix for the Item ID The prefix will be the same for every item and will appear before every number assigned to an item The prefix is not a requirement If you leave this field blank only the number will appear as an Item ID Enter the next number you want assigned to the next created Item Card This number continually changes as you add more items Beginner s Guide Automatic UPC Enabling this option will allow the computer to automatically assign a UPC to the Card as your items are added To enable the automatic UPC check the Enable checkbox Enter a prefix for the UPC The prefix will be the same for every item and will appear before every number of the UPC assigned to an item The prefix is not a requirement If you leave this field blank only the number will appear as the UPC Enter the next number you want assigned to the next created Item Card This number will continually change as you Lr The UPC Code on the Item Card is not required to have UPC characteristics such as the category code a ten digit number and the check digit If you choose to use the manufacturer s UPC number you will not

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