Term
| Where can the USER LIST be found? |
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Definition
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Term
| How do you copy inventory items to your inventory list? |
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Definition
| By "tagging" the vendors, styles, or products you wish to copy, then selecting the F2-Copy/Sync button. |
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Term
| Where is the catalog found? |
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Definition
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Term
| Where can you decide which user operations you want to allow for each user? |
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Definition
Setup>Users
Double click on the user,
2. Security Settings,
Default Security Level (1-5) |
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Term
| How do you update the vendor catalog? |
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Definition
Lists>Catalog
F10-Updates button |
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Term
| How do you set up your retail prices? |
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Definition
Lists>Vendors
Highlight a vendor on the list, select the Vendor button, then select Change Vendor.
Go to the Pricing Tab and set the retail pricing formula for the vendor.
(For more information, press F1 for help.) |
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Term
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Definition
| Quickload is a program utility that makes setting up your initial inventory quantities and printing price tags very easy. |
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Term
| What two things does QuickLoad do? |
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Definition
| (1) it adds one item to stock for each inventory item you scan, and (2) it prints a price tag for each item in the order it was scanned (if desired). |
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Term
| How do you enter Training Mode so that you can train new employees without any impact to your "real data"? |
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Definition
| Activities>Enter Training/Demo Mode. |
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Term
The Sales Entry screen is used to ...
(5 things) |
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Definition
Checkout Customers
Enter Special Orders
Layaways
Gift Certificates
Quotes |
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Term
| How do you add a new inventory item in the Scan/Quanity field? |
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Definition
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Term
| How do you add a miscellaneous item to an order? |
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Definition
Scan/Qty Field
Enter *price (i.e. *15.00) |
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Term
| How do you update a selected item's quantity? |
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Definition
Scan/Qty Field
Enter a value between 1 and 99 or Q100+ |
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Term
| How do you discount a selected item off of the retail price? |
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Definition
Scan/Qty Field
Enter a value between 0.00 and 0.99 |
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Term
| How do you set a selected item's selling price? |
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Definition
Scan/Qty field
Enter a value with a decimal place between 1.00 and 1000.00 |
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Term
| How do you change a selected item to a Special Order in the scan/qty field? |
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Definition
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Term
| How do you change a selected item to a Return in the scan/qty field? |
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Definition
| Enter a negative quantity, or enter the letter R. |
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Term
Action: Do not return a selected item to stock
How? |
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Definition
| Enter the letter R on an item set as a Return |
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Term
| Action: Toggle a selected item's taxable status? |
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Definition
Enter the letter T (no sub-rates)
Enter the letter Ta, TB, or TC to toggle an individual's sub rates taxable status |
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Term
| How do you find a customer by name using the scan/qty field? |
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Definition
| Type 3 or more letters of the person's last name |
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Term
| How do you find a customer by phone number in the scan/qty field? |
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Definition
| Enter a 7 or 10 digit phone number with a "-" between the area code and local exchange |
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Term
| How do you add a customer to a Sales Entry transaction? |
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Definition
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Term
| How do you add an existing customer to a Sales Entry transaction? |
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Definition
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Term
| How do you take a payment on the Sales Entry screen? |
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Definition
F5-Payment button
If you are only taking one form of payment, select the payment method and enter the amount received.
If you are taking more than one form of payment, select the F10-Multi Pay button and start taking payments until the amount due is zero. |
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Term
In terms of your customer, what are you able to do in The Uniform Solution?
(three value adds) |
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Definition
(1) run customer related report
(2) track what each customer has purchased
(3) print mailing labels for your store's promotional campaigns and sales |
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Term
| How do I set max/min levels for inventory? |
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Definition
Lists>Inventory>Style Tab>Stock for Color Tab
...then use the inventory button to update a size's max/min. |
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Term
| How do you auto-create a Purchase Order from a vendor? |
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Definition
Activities>Purchase Orders or select the PO button from the toolbar.
Select the F2-AutoCreate button and enter the parameters for the purchase order you'd like to ceate, and press OK. |
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Term
| How do I create a purchase order receipt when receiving an order from a vendor? |
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Definition
Select Activities>Receiving or select the Receive button from the toolbar.
Select the list button to add a new list. Enter the vendor you are receiving from and the reference number the vendor will use when they invoice you. |
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Term
| What three things happen when you deliver merchandise from a Special Order or Layaway to a customer? |
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Definition
(1) it creates a new sales invoice for the items being delivered
(2) it transfers the deposit to the new sale
(3) it subtracts the items delivered to the customer from your inventory |
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Term
| Where do you find the list of undelivered Special Order? |
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Definition
Activities>Open Special Orders
or
Select the Orders button on the toolbar
(to view layaways, perform the previous option, but select the layaways tab on the Sales list) |
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Term
| How do you deliver available items from Special Orders or Layaway? |
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Definition
Once you have located the order, select the F8-Deliever/Adj button, set the operation to Deliver received items, and select OK.
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Term
| How do you take a payment whenever an invoice has a balance? |
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Definition
| Activities>Receive Payment |
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Term
| How do you track employee time? |
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Definition
Select the Clock button on the toolbar
or
Activities> Clock In/Out |
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Term
| If one of your employees forgets to clock-in, what can you do? |
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Definition
Use the Time Clock List to create an entry with a start time and date but without an end time.
Lists > Time Clock |
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Term
| Time Clock Reports can be run how? |
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Definition
| Reports > Other > Time Clock Summary or Time Clock Detail |
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Term
| How would you set up how often you pay your employees, if and when overtime starts, and the day payroll starts for weekly and biweekly pay periods? |
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Definition
In the Options/Settings Tab
Reports>Other>Time Clock Summary |
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Term
| How do you access your Accounts Payable? |
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Definition
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Term
| How do you update a payable in Accounts Payable? |
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Definition
Highlight the payable on the list and select the payable button (or double click)
*If you are not interested in tracking the actual amount paid to the vendor, you can use the F8-Fast Pay button to update the payables status to "paid" for current date. |
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Term
| What is Contract Pricing? |
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Definition
A contract is simply a list of items to be sold at a certain fixed price, or a discount off the retail price.
*Once you establish a contract, it can be assigned to a customer, or to the store's pricing scheme during a sale. |
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Term
| How do you set up a new contract? |
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Definition
Lists>Contracts
Select the contract button, then select Insert Contract
When the entry form appears, enter a unique name for the contract, the valid dates, and set up a category for the contract if you wish. |
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Term
| What are the four different types of contract items you can set up? |
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Definition
(1) style
(2) product
(3) department
(4) description |
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Term
| How do I assign a contract to a vendor? |
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Definition
| Go to your customer list (Lists>Customers), or select the cust button on the toolbar. Find the customer to update and press ENTER. On the General Tab, enter the name of the contract in the Contract drop combo field. |
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Term
| What is a cash flow report? |
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Definition
| Provides a detailed listing of your sales, deposits, and payments. The report is organized in an easy-to-read table format. |
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Term
| What is a Daily Manifest report? |
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Definition
| Lists all the invoices for a range of dates. |
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Term
| What is a Payment Manifest report? |
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Definition
| Lists all payments received for a range of dates. |
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Term
| What is a Sales by Department report? |
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Definition
| Lists total sales sorted by deparment. |
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Term
| What is a Detailed Item Sales report? |
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Definition
| Lists the items from which vendors have been sold within a range of dates. |
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Term
| What is a 40 Sales Report? |
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Definition
| Lists your best 40 selling styles, colors, and sizes. |
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Term
| What is a Vendor Comparison report? |
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Definition
| An excellent high-level report that illustrates which vendors are your best sellers. |
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Term
| What is an Inventory Listing and Value report? |
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Definition
| Lists each inventory item with the current stock level, on order quantity, and max/min values. |
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Term
| What is an Inventory Summary report? |
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Definition
| Lists the total inventory quantities and value by vendor. |
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Term
| What is an Open Items on PO's report? |
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Definition
| Lists all items that are on-order but not received. |
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Term
| What is a Physical Inventory Comparison report? |
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Definition
| This report is run after taking a physical inventory count. It compares the inventory levels you have in your inventory count with the new physical inventory count. |
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Term
| What is an Account Statements report? |
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Definition
| It creates account statements for all or selected customers. |
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Term
| What is a Summary Invoice? |
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Definition
| It creates a single invoice for a customer based on the current balance of invoices within a date range. |
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Term
| What is a Customer Balance Summary report? |
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Definition
| Lists each customer with their outstanding balance. |
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Term
| How do you setup X-Charge? |
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Definition
Setup>This Computer, select the Credit Cards tab, and set the Credit Card Processing Integration to XCharge.
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Term
| What is the VStock column tell you in the Inventory List? |
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Definition
| It shows you the current stock level of the item from the vendor. |
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