Shared Flashcard Set

Details

RPAE Written
Preparation for the RPAE Written Exam
171
Software
Professional
10/04/2011

Additional Software Flashcards

 


 

Cards

Term

Which Retail Pro documents (Transactional vs. Planning) update inventory directly?

Definition

 

Transactional (History Docs)

 

Term

Which Retail Pro documents (Transactional vs. Planning) are used to plan a future transaction?

Definition
Planning (order) docs
Term

What is the purpose of the following document: 

 

Receipt

Definition
Tracks merchandise sales
Term

What is the purpose of the following document: 

 

Slip

Definition
Tracks merchadise transfers
Term

What is the purpose of the following document: 

 

Voucher

Definition
Tracks the receiving of merchandise
Term

What is the purpose of the following document: 

 

ASN Voucher

Definition
Gives advanced notice about the transfer or receiving of merchandise
Term

What is the purpose of the following document: 

 

Purchase Order

Definition
Plans the future receiving of merchandise
Term

What is the purpose of the following document: 

 

Sales Order

Definition
Plans the future sale of merchandise
Term

What is the purpose of the following document: 

 

Transfer Order

Definition
Plans the future transfer of merchandise
Term
What three windows services must be running in order to launch Retail Pro?
Definition
  1. Oracle / Oracle.exe / RProODS / Database
  2. TNSListener / listener
  3. Licensing / License Server
Term
Which keyboard key (when pressed) will take you back to the previous screen?
Definition
<ESC>
Term
Which screen view (List View or Form View) allows you to see a record-by-record listing?
Definition
List view
Term
Which screen view (List View OR Form View) allows you to add tables to the page?
Definition
Form View
Term
Which keyboard key (when pressed) allows you to switch between List View and Form View?
Definition
<F8>
Term
What can you “potentially” display on the Retail Pro home screen?
Definition
  • Images
  • Websites / inranet / HTML
  • Documents (PDF, WORD, Etc...)
Term
What tool allows you to modify the top/side toolbars?
Definition
Menu designer
Term
What tool allows you to add/remove pages from List View and/or Form View?
Definition
Page Manager
Term
What tool allows you to add/remove fields from From View?
Definition
Page Designer
Term
What tool allows you to switch between different layouts?
Definition
Layout Manager
Term
What Page Designer feature allows you to launch a website by selecting an image on the screen?
Definition
Active links
Term
What Page Designer feature allows you to jump from field-to-field or field group-to-field group?
Definition
Set Tab Order
Term
Do al users share the same layout OR does each user have their own layouts?
Definition
Each user can have their own layouts
Term
What are some of the things that stores within a given subsidiary can “potentially” have in common?
Definition
  • Cost (per item)
  • Base currency
  • Preferences
  • Inventory
Term
How many subsidiaries can potentially be created in Retail Pro?
Definition
99,999
Term

What tool is used to quickly create new subsidiaries?

Definition
Subsidiary Wizard
Term
Which areas of Retail Pro allow you to switch between subsidiaries (or view all subsidiaries at once)?
Definition
  • Inventory
  • Documents
  • Preferences
  • Customers
  • Employees
Term
Which preference area (Workstation vs. System Preferences) primarily has settings dealing with connected peripherals (printers, scanners, etc.)?
Definition
Workstation Preferences
Term
Which preference area (Workstation vs. System Preferences) has settings that apply to all Retail Pro clients connected to a given Retail Pro database?
Definition
System Preferences - local
Term
Which System Preferences area has settings that can be applied to different subsidiaries?
Definition
System Preferenes - Global
Term
Which System Preferences area has settings that are only applicable to a single subsidiary?
Definition
System Preferences - local
Term
Which System Preferences area has settings that are only applicable to a given logon?
Definition
System Preferences - user
Term
How many stores can be set up for each subsidiary?
Definition
999
Term
If Regions and Districts are optional, what is the advantage to using them?
Definition
  • Easier filtering (reports, Retail Pro)
  • Sales targets
  • Regional customers
Term
Why is it possible to set up default stores in both System Preferences and Workstation Preferences?
Definition
For centralized deployments, workstation default stores is needed
Term
Are permissions assigned to security groups or employee accounts?
Definition

Groups

Term

When creating an employee record, what minimum information must be entered?

Definition

Login / password

(note: employee field will be autopopulated with login if not specified)

Term
Explain what a “system administrator” can do in retail pro.
Definition
  • Access to everything (all features within retail pro)
  • No group assignment needed
Term
Explain what information can “potentially” be recorded in the “cashier” field on retail pro receipts and sales orders.
Definition
  • Login
  • Employee
  • Cashier
  • Documents associate
  • Line item associate

 

Term
Explain the use of the “security override” feature.
Definition
Employee with permission (to do something) can “override” another employee’s restriction (to do that something)
Term
Explain the use of the “log event” feature.
Definition
  • Linked with “security override” function
  • Logs (audit) when overrides occur  - view via reports or database tables
Term

With high security activated for receipts, when does the “logon” window appear?

Definition
After receipt is updated
Term
Are password policies applied across all security groups or for specific security groups?
Definition
Applies to all groups (system-wide)
Term
If a user has sufficient rights to change their password, how often can they change their password?
Definition
As often as they want
Term
If an employee is assigned to store 001 and store 002, what is the employee able to do?
Definition
Create transactions at store 001 and store 002
Term

What two variables will determine the actual commission % earned by an associate? 


And which records are assigned each variable?

Definition
  • The two variables are: commission codes + commission levels


  • The variable assigned to items is: codes  
  • The variable assigned to employees is: levels 
Term
A single commission can be spread across how many associates?
Definition
Up to 5
Term
How are spifs (salesperson incentive fees) different from commissions?
Definition
  • Spifs are flat cash amounts, commissions are %
  • Spifs cannot be spread, commissions can be spread
  • Spifs are typically associated with vendors, commissions are typically associated with retaile
Term

Sales targets can be created for which types of information? 


Hint: there are 6 different types

Definition
  • Subsidiary
  • Region
  • District
  • Stores
  • Department
  • Employees
Term
What are the advantages to grouping items by department?
Definition
  • Manage taxes
  • Set up sales targets by dept
  • Track sales performance
  • Manage profit margins
  • Manage purchasing (ordering merchandise)
  • Manage discounts
  • Manage qty decimals
Term
How many characters max can the department code (dcs) consist of?
Definition

9 max (3 per level)

Term
What fields make up the item definition?
Definition
  • Dcs
  • Vendor code
  • Style description (desc1, 2 or both)
  • Size
  • Attribute
Term
What are the 3 ways the item sid can be generated?
Definition
  • System generated
  • Upc
  • Alu
Term
Explain the difference between UPCs and ALUs.
Definition
  • UPC is vendor supplied / ALU is an in house ID
  • UPC is 13 characters / ALU allows for more characters
Term
If retail pro is generating the ALU information, what information can potentially be included in the ALU?
Definition
  • Alu #
  • Vendor code
  • Dcs
  • Desc2
  • Attribute
  • Size
  • Store code
  • Date/time
Term
What fields make up the style definition?
Definition
  • Dcs
  • Vendor code
  • Style description (desc1, 2 or both)
Term
What is a scale?
Definition

Pre-defined size/attribute grid (template)

Term
What is the best approach to quickly modify the description 4 field for an entire style?
Definition

Option #1 - update at the style level (style view)

Option #2 – use update style (item view)

Term

Select the options below that correctly describe quick filter vs. Filter view.


    Quick Filter

 

Filter view

 

Multi-field search

 

 

Can add as many filter elements as needed

 

 

Returns items that meet all filter criteria

 

 

Allow for multi-field sorting

 

 

Allow for saving of filters for future use

 

Definition

    Quick Filter

 

Filter view

X

Multi-field search

X

X

Can add as many filter elements as needed

X

X

Returns items that meet all filter criteria

X

 

Allow for multi-field sorting

X

 

Allow for saving of filters for future use

X

Term
What keyboard shortcut allows you to access the find function?
Definition
<CTRL + F>
Term
What can be done to prevent accidental sorting by a user?
Definition
  • Add confirmation window for user
  • Use security permission to disable sorting
Term
What information can be used as lookup modes (to list items on a document)?
Definition
  • ALU
  • UPC
  • Serial number
  • Lot number
  • Desc1
  • Desc2
  • V8 item #
Term
Would it be possible to use udf and aux information as lookup modes?  Explain.
Definition
  • Populate desc2 with UDF/AUX information
  • Use desc2 as a lookup mode
Term
Would it be possible to use attribute and size information as lookup modes?  Explain.
Definition
  • Include attribute or size in ALU
  • Use alu as a lookup mode

Term
You have an item with multiple upcs.  If you use a secondary upc to list the item on a document, what information is recorded on that document?
Definition
  • Listed upc (listed as “upc” on document)
  • Listed vendor code (listed as “vendor code” on document)
  • Primary upc
  • Primary vendor code
Term
How many aux fields can be defined for retail pro?
Definition
  • By default, 8 AUX files can be created
  • But you can define more as needed (stored inside the “supplements” table)
Term

Select the options below that correctly describe kits vs. Packages.

          Kits

 

Packages

 

Pre-assembled

 

 

A real, unique inventory item

 

 

A real item available on the sales floor

 

 

Has o/h qty

 

 

Allows for substitution

 

Definition

          Kits

 

Packages

X

Pre-assembled

 

X

A real, unique inventory item

X

X

A real item available on the sales floor

 

X

Has o/h qty

 

 

Allows for substitution

X

Term
What are the characteristics of a non-inventory item?
Definition
  • Does not track on-hand qty
  • Cannot be listed on purchasing, receiving, adjusting (qty) or transfer docs

 

 

Term
What types of items would not be available through the clean house tool for inactivating?
Definition
  • Items w/ on-hand qty anywhere in the company (all stores)
  • Items that are listed on order documents (i.e. “committed”)
  • Items that are part of kits & packages
Term
How would you set up the system to allow users to propose the creation of new inventory items?
Definition
  • Enable “creation of proposed items” in system preferences
  • User must be part of security group allowing for creation of items
Term

What is the difference between “copying” and “assigning” items?

Definition
  • Copy is within 1 subsidiary (to create new item)
  • Assigning is “copying” across different subsidiaries (to create new items)
Term
What is the difference between “assigning” items and “regional inventory”?
Definition
Regional inventory allows you to maintain updates across subsidiaries
Term
What are some reasons why you would set up different price levels?
Definition
  • Different prices for different store locations
  • Different prices for different subsidiaries
  • Different prices for different customers (employees, vips, retail/business customers)
  • Different prices for qty-based discounts
Term
Complete this sentence: price levels can be assigned to ___________,  ___________,  and ___________.
Definition
  • Subsidiaries – active pricing
  • Stores – store based pricing
  • Customers – customer pricing
Term
What tool is used to populate/update existing price levels?
Definition
Price Manager
Term
What is a planned markdown?
Definition
  • Allows price change to take place on a specific date (in the future)
  • Price change can be permanent or temporary (if you designate a restore date)
Term
Explain the benefit of using default discount percentages.
Definition
Allow secondary prices to be quickly updated (based on the “base” price level)
Term
With regard to default discount percentages, what price level is always used as the base price level?
Definition
You can choose the “base” price level
Term
What tool is used to actually apply default discount percentages?
Definition
Price manager (apply default discount %)
Term

      With the following adjusting table instructions:

Adjusting value

0.99

0.49

How will retail pro change the following Price?

100.89
Definition
100.99
Term

With the following adjusting table instructions:

Adjusting value

0.99

0.49

How will retail pro change the following Price?

95.75

Definition
95.99
Term

With the following adjusting table instructions:

Adjusting value

0.99

0.49

How will retail pro change the following Price?

90.00

Definition
89.99
Term

1.    With the following rounding instructions:

 

From

To

Round

Offset

0.00

999999.99

1.00

-0.01

 

How will retail pro change the following Price?

250.79

Definition
250.99
Term

1.    With the following rounding instructions:

 

From

To

Round

Offset

0.00

999999.99

1.00

-0.01

 

How will retail pro change the following price?

90.05

Definition
89.99
Term

1.    With the following rounding instructions:

 

From

To

Round

Offset

0.00

999999.99

1.00

-0.01

 

How will retail pro change the following price?

100.00

Definition
99.99
Term
What tool is used to apply new pricing (adjusting or rounding) instructions to existing inventory items?
Definition
Price Manager (as is)
Term
If you plan to start using seasonal pricing, do you need to create new price levels for each season?
Definition
  • No (seasonal pricing does not use price levels)
  • Seasonal price is a “subset” of existing price levels (ex: price level “x” season “y”)
Term
When are memos automatically created by retail pro?
Definition
  • Manual changes to qty/price/cost in inventory
  • Price manager updates
  • Physical inventory
  • Assembling/breaking kits
  • Receiving merchandise
Term
What type of customer is shared across all stores within a given subsidiary?
Definition
Local customers
Term
What type of customer is shared across all subsidiaries?
Definition
Global customers
Term
What type of customer is shared to only a select number of stores within a given subsidiary?
Definition
Regional customers
Term
How many addresses can be recorded for each customer?
Definition
Unlimited
Term
What information can potentially be used to lookup a customer on a receipt or sales order?
Definition
  • Customer id
  • Last/first name
  • Phone number
  • Info
  • Mark
  • Company
Term
Which customer management feature allows you to evenly divide your customers into 5 different groups based on total sales dollars?
Definition
Binning and scoring
Term
Which customer management feature allows you to track the effectiveness of a marketing campaign?
Definition
Binning and scoring
Term
Which customer management feature is more like a saved filter?
Definition
Customer segmentation
Term
If a user has rights to see security level 3 customers, will the user automatically have rights to see security level 1 and 2 customers?
Definition
No
Term
Customer statistics (profiles) can be viewed for how many date ranges?
Definition
Two date ranges
Term
What documents can be viewed through the customer history screen?
Definition
  • Sales history (receipt)
  • Sales order history
Term

What type of Sales Order is used to plan the future sale of an item that is:

 

Currently in Stock

Definition
Layaway SO
Term

What type of Sales Order is used to plan the future sale of an item that is:


Out of Stock

Definition
Customer Order SO
Term

What type of Sales Order is used to plan the future sale of an item that is:


Not Normally Carried by the Retailer

Definition
Special Order SO
Term
The Record Sale function is typically used with what type of Sales Order?
Definition
Layaway so but can also be used for other types (especially customer order)
Term
How should you handle an item being returned by a customer?
Definition
  • Use the “return item” button on a “sales” receipt
  • Or use a “return” receipt
Term
What is the difference between voiding items and removing items?
Definition
  • Void: item remains on document but with zero qty (trackable)
  • Remove: item is removed from document (not tracked)
Term
Tax areas can be assigned to ___________ and ____________ .
Definition
  • Stores
  • Customers
Term
Tax codes can be assigned to ___________.
Definition
  • Items
  • Items within departments
Term
What type of tax is only applied to the amount above a set threshold?
Definition
Luxury
Term
What type of tax can potentially see the tax % change based on the receipt price?
Definition
Sliding Tax
Term
What type of tax is only applied to the amount below a set threshold?
Definition

Taxable ceiling

Term
Is it possible to track discount types for both line item discounts and global discounts? 
Definition
Yes
Term
What are the different ways you can limit the discounts given out at point-of-sale?
Definition
  • Max employee discount % - limit how much employees can give at pos
  • Max customer discount % - limit how much employees can give customer default discount %
  • Max discount % (or max accumulative discount %) – limit how much employees can give for a item at pos
Term
Quantity-based pricing and promotional pricing both allows the price per unit to change when a certain quantity is reached.  Which one allows different items to be eligible for determining if the quantity is reached?
Definition
Promo Pricing
Term
Quantity-based pricing and promotional pricing both allows the price per unit to change when a certain quantity is reached.  Which one uses price levels?
Definition
Quantity-based pricing
Term
How many fees can be tracked on the same receipt?
Definition

Two max (fee + shipping fee)

Term
Can fees be automatically suggested by the system?
Definition
Yes, if using the “shipping” fee
Term
What activities can potentially create a security receipt?
Definition
  • Cancelling receipts (in progress)
  • Shutting down rpro/computer (reboot system)
  • Opening cash drawer
Term
You can set up ______ pos flags maximum.
Definition
Three (3)
Term
What information can potentially be collected using pos flags?
Definition
  • Marketing
  • Gender
  • Age range
  • Weather
  • Nationality
Term
What kinds of activities can be tracked using disbursement receipts?
Definition
  • Cash drop
  • Paid in – change, bank exchange, customer payments on account
  • Paid out – office suppliers, suppliers, tips
  • Misc drawer open – making change to customer
Term
What receipt field stores disbursement reason information?
Definition
  • Disbursement reason name / fee field
  • Security type
Term
Are held receipts stored locally or on the server?
Definition
Server
Term
Explain the difference between the give rate, take rate and cost rate.
Definition
  • Take rate: rate used when “taking” money from customer
  • Give rate: rate used when “giving” change back to customer
  • Cost: rate used for foreign order cost (displayed on purchase orders)
Term
Which documents can you potentially add the multiplier buttons?
Definition
  • Used to quickly enter “qty” information
  • Can be used on all documents (history and planning)
Term
What’s special about receipt item note fields?
Definition
Protected document fields (cannot be changed/updated by inventory)
Term
What is the difference between a cash drawer and a till?
Definition
  • Cash drawer is attached to the physical register
  • Till is the insert/tray that can be placed inside the register
Term
What are x-out reports primarily used for?
Definition
  • Check on sales (anytime)
  • Usually same day sales (throughout the day)
Term
Are x-out reports saved after being run?
Definition
No
Term
What values can be displayed on a flash report?
Definition
  • Units sold
  • Price
  • Cost
  • Margin %
  • Margin $
  • Amount/transaction (basket size)
  • Total $
Term
What descriptions can be displayed on a flash report?
Definition
  • Store
  • Vendor
  • Department
  • Attribute
  • Size
  • Cashier
  • Clerk (associate)
  • Week
  • Hour
Term
What method for reconciling the cash drawer requires you to open the cash drawer before sales can be generated?
Definition
Structured
Term
What PO type is used when ordered merchandise is shipped directly to the selling stores?
Definition
Drop ship PO
Term
What PO type is used when ordered merchandise is shipped to a central location, such as a distribution center, before being transferred to the selling stores?
Definition
Marked for PO
Term
What does the “ship to store” display for multi-store drop-ship pos?
Definition
SEL (Selection of stores)
Term

Create an allocation pattern that will evenly distribute merchandise across stores 001-004.

Store

Qty

000

 

001

 

002

 

003

 

004

 

Definition

Store

Qty

000

 

001

1

002

1

003

1

004

1

Term

Create an allocation pattern that will distribute twice as much merchandise as to store 001 than to stores 002, 003 and 004. 

Store

Qty

000

 

001

 

002

 

003

 

004

 

Definition

Store

Qty

000

 

001

2

002

1

003

1

004

1

Term
Explain the advantage of using trade discounts?
Definition

Automatically applies (incorperates) a vendor discount to the “order cost”

Order cost is used on future PO’s

Term
Size patterns require that you are using what feature?
Definition
Scales
Term
What are the different ways you can prevent the ordering of merchandise?
Definition
  • Mark the item as “unorderable”
  • Specify a future “discontinue date”
  • Specify a future “orderable date”
Term
What values can be spread across all items being received on a voucher?
Definition
  • Freight
  • Fees
  • Discounts
  • Taxes included
  • Taxes excluded
Term

What inventory costing method will:


Replace the current inventory cost with the new voucher cost?

Definition
Overwrite
Term

What inventory costing method will:


Keep the current inventory cost unchanged? 

Definition
Leave
Term

What inventory costing method will:


Generate a new cost based on the total voucher cost and total inventory cost?

Definition
Average
Term
What retail pro document gives advanced notice to receiving stores that merchandise is coming?
Definition
ASN Voucher
Term

When generating a TO from a marked for PO, which option will make sure that:


Item allocation instructions come over from the to?

Definition
Marked For
Term

When generating a TO from a marked for PO, which option will make sure that:


No item allocation instructions come over from the TO?

Definition
Undistributed
Term

When generating a TO from a marked for PO, which option will make sure that:


Each target store is transferred enough to get them up to their min qty level?

Definition
Distributed
Term
Explain what happens if you are using the “voucher – auto verify” method (minimum verification)?
Definition
  1. A slip is genterated at the source store
  2. A voucher is Auto-Generated for the target store
Term
Explain what happens if you are using the “asn” method (maximum verification)?
Definition
  1. A slip is created for the source store
  2. An ASN Voucher is Auto-Generated for the target store
  3. Target store will generate a Voucher from the ASN
Term
What transfer method involves ecm auto-generating an asn voucher?
Definition
None
Term

What threshold values are used to determine if there is a mismatch between transfer documents?

Definition
  • Qty
  • Cost
  • Item Count
Term
What happens when you choose “make receiving match out slip” as the action to resolve transfer mismatches?
Definition
  1. Voucher is reversed
  2. New voucher is auto-generated to match the slip
Term
What happens when you choose “adjust target inventory” as the action to resolve transfer mismatches?
Definition
  1. Voucher is reversed
  2. New voucher is auto-generated to match the slip
  3. Memo is auto-generated to adjust the qty back
Term

When generating slips from a to and there are insufficient quantities to transfer, which method:


Allows only complete transfers to take place?

Definition
On Hand
Term

When generating slips from a to and there are insufficient quantities to transfer, which method:


Executes all transfers as planned?

Definition
Assigned
Term

When generating slips from a to and there are insufficient quantities to transfer, which method:


Transfers enough to get target stores to their min qty level?

Definition
Optimized
Term
[image]
Definition
  • DOS 5 = Qty 25
  • Qty = 30
  • 30 is greater than 25, 
  • Min Qty = 30
Term
What are the basic steps for using the auto min/max utility to create new min and max qty levels?
Definition

Step 1:  update delta 

Step 2:  run sro analysis

Step 3:  auto min/max – sales analysis

Step 4:  auto min/max – create formulas

Step 5:  auto min/max – calculate min and max levels

Step 6:  auto min/max – update min and max levels

Term
When using the auto min/max utility, how many formulas can be used?
Definition
Unlimited
Term
[image]
Definition
  1. Do the math: 10 (OH) – 2 (TO) – 2 (SP) + 2 (PO) = 8
  2. Use min level (10) as reorder point; 8 is less than min SO you will place an order
  3. Order up to max level (30): 8 à 30 = 22


Item x order qty: 22

Term

Explain what the following settings:


£ do not use min level as the reordering point

Definition

Use min level to determine if an order is placed;

If qty falls below min, order

Term

Explain what the following settings:


R do not use min level as the reordering point

Definition

Do not use min level to determine is an order is placed; Always order

Term

Explain what the following settings:


R order to fill min/max levels

Definition
Order enough to reach specified min/max fill levels
Term

Explain what the following settings:


£ order to fill min/max levels

Definition
  • Order enough to meet existing commitments
  • Order only if negative and order up to zero
Term

What source distribution option:


Will make sure the entered % value will be reached?

Definition
Force Distribution %
Term

What source distribution option:


May result in the entered % value not being reached?

Definition
Available % to distribute
Term

What source distribution option:


Will make sure the entered qty value will be reached?

Definition
Specified Qty to distribute
Term
Which source distribution options will allow you to choose the “even distribution” target distribution option?
Definition
Forced distribution % or specified qty to distribute
Term
Statistics (profiles) are available for which areas?
Definition
  • Items
  • Customers
  • Vendors
  • Department
Term
What should you do to ensure that statistics are up-to-date?
Definition

Update delta

Term
What type of file is used to distribute translations for use?
Definition
TLD
Term
What type of file is used to distribute text categories for translation purposes?
Definition
XML
Supporting users have an ad free experience!