Try out the numerous features & usability enhancements
that allow retail stores to optimize &
enhance their daily operations. Included in this TestDrive
package:
Feel free to browse through the following Management functions offered in this version:
Included with this TestDrive version are the Management functions that generate reports based on data stored within rPOS’s many databases.
Customer Database Report
Category Code Database Report
Product Code Database Reports
Product Detailed Report
Inventory Value Detailed Report
Inventory Value Summary Report
Preset Key Database Report
View Sales Log
Sales Summary
Sessions Date & Time
Total Order Summary
Total Item Summary
Drawer Opened by Person
Receipt Reprinted by Person
Order Cancelled by Person
Net Sales by Person - Bef. Disc.
Net Sales by Person - Aft. Disc
Net Tender Summary
Received by Tender
Change by Tender
Refund by Tender
Net Sales
Sales
Refunds
Average Sales by Time Graph
Average Refund by Time Graph
Average Net by Time Graph
Average Number of Sale Transactions by Time Graph
Average Number of Refund Transactions by Time Graph
Average Number of Transactions by Time Graph
Total Sales by Time Graph
Total Refunds by Time Graph
Total Net by Time Graph
Total Number of Sale Transactions by Time Graph
Total Number of Refund Transactions by Time Graph
Total Number of Transactions by Time Graph
Average Sales by Time Analysis Report
Total Sales by Time Analysis Report
At start of day: SIGN-IN by typing "O [ENTER]"
1. Register Items. NOTE: Make sure CAPS LOCK is OFF !
(i) Hit "A" to select an item (Product "a1").
(ii) Hit "D" to select another item (Product "a3").
(iii) Hit "S" to select another item (Product "a2").
2. Cash Out.
(i) Hit [ENTER].
(ii) Hit [ENTER] to accept payment from customer.
At start of day: SIGN-IN by typing "O [ENTER]"
If your receipt printer is hooked up, do the following:
(a) Press l to access the Options Menu.
(b) Press 5 to Toggle Receipt Printer.
Press m to toggle the entry mode to "Product Code Entry".*
1. Register Items. NOTE: Make sure CAPS LOCK is OFF !
(i) Enter "A1 [ENTER]" to select an item (Product "a1").
(ii) Enter "A2 [ENTER]" to select another item (Product "a2").
(iii) Enter "A3 [ENTER]" to select another item (Product "a3").
2. Cash Out.
(i) Hit [ENTER].
(ii) Hit [ENTER] to accept payment from customer.
*Be advised that all subsequent order entries will default to the last entry mode used. When you are familiar enough with the numbered steps listed above, we encourage you to browse through the Options Menu (l).
To access the management functions:
This section outlines the functions used by management to maintain the system and generate sales and database reports. The available functions are shown in the Manager's Menu as shown below. To select the desired function, use the 'Up' or 'Down' arrow key to move the hi-lighted bar to the desired item and press ENTER to select.
Manager's Menu
The steps of operation are easy to follow from hints on the menu
screen and detailed explanations are provided in the on-line Help.
Tender Type Editor
Tender type is the payment terms defined. This editor allows generation and maintenance of Tender Type Records for cost conversions in the RECEIVE PAYMENT mode of operation during the POS session.
Tax Editor
This editor allows changing of tax rates.
Receipt Head/Foot Editor
This editor allows creating or modifying the Header/Footer appears on the receipts.
Change Access Security
This function allows the management to generate or change the access security identification for an individual operator and himself. The SHOW/HIDE option allows you to change the screen display modes. The HIDE mode will render the IDs, Passwords and Mag Card numbers to be suppressed (hidden) when the records or the list are called up. The SHOW mode will display all information. The current mode is indicated on the top right portion of the screen. The default mode is set to HIDE .
Database Editor
rPOS provides user with a number of databases to keep track on such information on customers, suppliers, inventory tracking/controls, product code, costs etc. so as to facilitate the business operation. For example the Customer database to record the customer information, the Product Code database to record the product information, the Supplier database to record the Supplier information etc. This editor allows generation and maintenance of records within the available databases.
Customer Database Manager
This editor allows generation and maintenance of Customer records. The Membership number is a system generated number to provide unique identity for each customer. (You can also input your own preference format manually for Membership #). The Customer database records store all related information of individual customer.
Category Code Database Manager
This function allows generation and maintenance of Category records of individual product. Category is the grouping of the product. Each product is firstly grouped according to their respective Product Category for easy reference. Category code is a user defined identity for each category. It can be made up of alphabet, numberic or a combination of both.
Product Code Database Manager
This function allows generation and maintenance of records for individual product. Product code is a user defined identity for products. It can be made up of alphebet, numeric or a combination of both. This database also supports printing of product labels. You are allowed to print the barcode on the labels for use with Barcode Scanner.
With the function of Price Relation, you are allowed to set the relationship between cost, selling price and member price of each product for use during the POS session. The price to be used for each product during the POS session depends how the price structure is set with this Product Code Manager Database.
Glossary of Price
Fixed price
This allows you to control if the price of the product could be changed during the POS session If it is set to YES , the operator is allowed to change the price of the product during POS session otherwise price change is restricted.
Trace price
This allows you to monitor the price changes during the POS session. Selecting 'Individual' activates the price changes recording while selecting 'Total' will not record any price changes.
Average Unit Cost:
This is the reference average unit cost and is used to calculate expected gross profit margin in the sales reports. You are responsible for deriving and input this figure.
Base price
This is the basic selling price.
Member price
This is the membership price. You are allowed to set upto Four (4) different member price.
When setting the price relation, Adjustment % is used. It is in fact the premium % relative to the selected price. For example, if base price is set at 20% adjustment relative to cost then the base price = 1.2 x cost. For discount, use negative e.g. -20%.
Supplier Code Manager
This function allows generation and maintenance of records for individual supplier. Supplier code is a user defined identity for supplier. The code could be made up of alphabet, numberic or a combination of both.
Product/Vendors/Supply Database Manager
This function allows generation and maintenance of Vendor records . A Vendor record is in fact a one to one product-supplier match which store the information of a particular product as on the cost as well as which supplier ordered from. By doing so you are able to have multiple supplier records for one single product, hence provide thorough product/supplier records. Supply quantity could be added at this stage.
Supply Journal Manager
This editor allows you to reference the supply history of an individual product as well as generation of supply report.
Preset Key Database
This function allows you to assign a specific key on the keyboard to represent the product. Once the key is preset, its price and description are automatically pulled out from the database. It is a very fast and convenient way to register high volume/selling goods.
The Preset Level is the toggle level of Preset keys, it takes any value from 0 to 99999 which allows you to set up to 65,000 levels. It allows you to set each station keyboard to a specific set of product codes or department. For example, you can set one station's keys to food items in the snack bar, and set another station's keys to merchandise goods.
Finding a record within a Database
You are allowed to specify and call up a record of any database on the screen either for modification or cross reference. rPOS allows you to achieve this by using the SEARCH function available in each of the databases. First of all, you need to specify the search variable which is provided by the system, then fill in the search pattern to effect the search process. Basically, search pattern differs from database to database however, they share the same concept. The typical search patterns are as follows :
1. Fill in the exact match pattern.
2. Enter "*" to activate the respective database list for easy selection. Records are sorted in sequential order of the search variable selected.
3. Enter "?" to find the first record in the search variable.
4. Enter "*" as a last character to find records which exactly match the preceeding characters.
5. Enter "?" as a last character to find records which match the preceeding characters.
6. Choose the required search pattern from the Pick List window avaiable.
For search of date, the pattern is :
1. Enter "*" (same as above)
2. Enter "?" (same as aboove)
3. Enter "DD-MMM-YYYY" to find the exact date.
4. Use default pattern "DD-MMM-YYYY" + "?" to search from the closest date.
Note : You could always use the on-line help menu by pressing [F8] to refer to any special search pattern which is different from the above. Whenever "*" is used either individually or with preceeding characters, the respective database list will be activated for easy selection.
Database Reports
You are allowed to generate reports on the above mentioned databases for management purpose. The following shows all the sample reports.
To generate a report, select the REPORT function form each of the database main menu. The followings describes the typical procedure in generating a database report.
Choose CREATE to activate the Report Generator Filter as shown in the following sample screen :
Type in your desired specifier codes or use the the default. "*" as a
cover-all specifier. Then press [F1] to start the process of generating the Report. After the report is generated, you can choose VIEW or PRINT to either view the report on screen or produce a hard copy from your printer. The Report is presented in a table format showing all the useful information related to each of the database. To move around the report, use the Four (4) Arrow Keys or 'PgUp' and 'PgDn'.
i) Customer Report
ii) Category Code Report
iii) Product Code Report
iv) Supplier Report
v) Product/Vendor/Supply Report
vi) Supply Journal Report
vii) Preset Key Report
Summary of Management Function Glossaries
Save
To save the new/edited record in the database.
Generate
To create required report based on the search criteria.
Copy
To copy the data to clipboard for pasting.
Clear
To delete the entire entry field.
Paste
To copy the data from the clipboard.
Import key
To import respective database record into the current record.
Pick Key
In some of the fields in the database there is always a choice list available for quicker selection. You could activate this choice list by pressing [F6].
Clipboard
Clipboard is a temporary holding space for one record of data. You can use it as template when creating new records.
View Sales Logs
Selecting this function will bring up the Sales Log Viewer screen, choose CREATE from the Sales Log Viewer menu to generate a list of the log files. Choose the log file you want to view and press ENTER . Press VIEW to view the log file on the screen or Press PRINT to produce a hard copy of the log file from your printer. The following sample screen shows you how it looks. You can scroll down to view additional information related to that transaction.
Sales Summary
When this function is selected, a list of the log files will be shown up as in the following screen sample. You can pick out the files on which the Summary is to be generated by tagging the desired files using the ENTER key. Then select the next action from the menu shown on the bottom part of the screen.
Full Report
This function will generate a report on the selected file(s). You can either view the report on the screen or produce a hard copy from your printer. The Report consists details of: 1) Each logged session information, 2) Taxes rates, 3) Cancelled orders, 4) Drawer opening records, 4) Net Sales, 5) Sales summary, 6) Refunds, 7) Net Tender Summary, 8) Received by Tender, 9) Change of Tender, 10) Refund by Tender.
Summary Report
This produces a concise form of the same categories of information as in the Full Report described in Sec. 5.1.1.2.1, by giving you only the total amount under each category or sub-category. The following sample screen shows portion of a Summary Report. Again you are allowed to either view the report on the screen or produce a hard copy from your printer.
Sales Journal Manager
This function allows you to access the Sales Records for each product. Each Record accumulates the total quantity of the product sold for the same price and purchased at the same cost. Hence, a new Record will be automatically generated when a change occurs in either the price or cost of the product. Selecting this function will bring up a Record and the sub-menu as in the following example:
Report on Sales Record
Selecting this function allows you to generate the Sales Journal report as shown in the following diagram. Please refer to Section 4 Management Function for report generation details.
When setting up the product code database there are several concepts you have to keep in mind:
Physical vs. Logical Entities
Physical entities are the actual inventory records that are accessed (i.e., decremented) each time a customer purchases that particular item. Logical entities refer to aliases or names that represent a physical entity.
Why are logical names used? To define a group of physical entities as one database item (i.e., a six-pack of Coke; instead of accessing this Coke database record 6 times!) OR to define a physical entity with different properties and characteristics.
Guide to entering Product Codes [NOTE: You must create the appropriate Category Code before enacting the following steps.]
Repeat step 4 for each of the 14 regions (i.e., province/territory).
Preset keys allow the simplicity of one-touch access to a particular sales item. Having multiple levels expands the total number of possible preset keys to a nearly infinite number with a key-based input.
So if you assign the letter "a" on level 1 to represent a can of Coke, you must assign this same letter to represent a can of Coke on level 2, level 3, and so on...
Guide to entering Preset Keys
Enter the "Preset Key DB Manager"
Select "Add a new preset key record" from the Edit menu.
Enter the preset level number.
Enter the corresponding product code.