RETAIL PLUS (serv.man4). Back Office User Manual (Complete) - Sharp EPOS User Guide / Operation Manual

retail plus (serv.man4) user guide / operation manual
Model
RETAIL PLUS (serv.man4)
Pages
127
Size
4.11 MB
Type
PDF
Document
User Guide / Operation Manual
Brand
Device
EPOS / Back Office User Manual (Complete)
File
retail-plus-sm4.pdf
Date

Read Sharp RETAIL PLUS (serv.man4) User Guide / Operation Manual online

Retail PLUS Back Office
User Manual
Retail PLUS Back Office User Manual
Page 2 of 240
Sharp Electronics (UK) Ltd
5
th
 October 1999
Table Of Contents
1
Revision History.................................................................................................................5
2
Finding Your Way Around ................................................................................................5
3
Common Functions ............................................................................................................7
3.1 Introduction ....................................................................................................................7
3.2 Product Search ...............................................................................................................8
3.2.1
Using ‘Category’ to Search for Products .............................................................10
3.3 Category Selection .......................................................................................................11
3.4 Price Box......................................................................................................................12
3.4.1
Selecting a Product...............................................................................................13
3.4.2
Margin Types .......................................................................................................15
3.5 Product Group Box ......................................................................................................16
3.5.1
Add a Product to the Product Group ....................................................................17
3.6 Price Group Box...........................................................................................................19
3.6.1
Add a Product to the Group .................................................................................20
3.7 Mix ‘N’ Match Group Box ..........................................................................................22
3.7.1
Add a Product to the Mix ‘N’ Match Group ........................................................23
3.8 Product Suppliers Box..................................................................................................25
3.8.1
Add a Product to the Product Suppliers Box........................................................26
3.8.2
Adding a Supplier to the Product Suppliers Box .................................................27
3.8.3
Removing a Supplier from the Product Suppliers Box ........................................29
3.9 Daily Sales Box............................................................................................................30
3.9.1
View a Daily Sales Box Report on a Product ......................................................31
3.10
Sales History ............................................................................................................33
3.10.1 View a Sales History Report on a Product ...........................................................34
3.11
Summary ..................................................................................................................36
4
Orders...............................................................................................................................37
4.1 Introduction ..................................................................................................................37
4.2 How to Create an Order ...............................................................................................38
4.2.1
If you selected Blank............................................................................................41
4.2.2
If you selected Template ......................................................................................43
4.2.3
If you selected LDT .............................................................................................44
4.3 How to View / Change an Existing Order....................................................................45
4.3.1
How to Create a Template....................................................................................49
4.4 Summary ......................................................................................................................51
5
Deliveries .........................................................................................................................52
5.1 Introduction ..................................................................................................................52
5.2 How to Create a Delivery.............................................................................................53
5.3 View / Modify a Delivery ............................................................................................59
5.4 Summary ......................................................................................................................63
6
Pricing ..............................................................................................................................64
6.1 Introduction ..................................................................................................................64
6.2 How to View Your Pending Price Changes .................................................................65
6.2.1
How to Re-Arrange the Order of the Pending Price Changes List ......................68
6.2.2
How to Change the Date of the Pending Price Change........................................69
6.2.3
How to Print Shelf Edge Labels for Price Changes .............................................71
6.3 How to Print Shelf Edge Labels for Products ..............................................................73
6.4 How to Verify LDT Price Changes..............................................................................76
6.4.1
Add a Product to the List .....................................................................................78
6.5 How to Run a Price Changes Pending Report..............................................................79
6.6 Summary ......................................................................................................................80
7
Product .............................................................................................................................81
7.1 Introduction ..................................................................................................................81
Retail PLUS Back Office User Manual
Page 3 of 240
Sharp Electronics (UK) Ltd
5
th
 October 1999
7.2 How to Add a New Product .........................................................................................82
7.3 How to Change an Existing Product’s Details .............................................................90
7.3.1
How to Change the Product’s Price Information .................................................90
7.3.2
How to Run a Sales History Report .....................................................................90
7.3.3
How to Change the Product’s Category / Subcategory........................................90
7.3.4
How to Add a Product to a Mix & Match Group.................................................90
7.3.5
How to Add a Product to a Product Group ..........................................................90
7.3.6
How to Add a Product to a Price Group...............................................................90
7.4 How to Delete an Existing Product ..............................................................................90
7.5 View the Manually Added Items List ..........................................................................90
7.6 Run a Scale Price List Report ......................................................................................90
7.7 Summary ......................................................................................................................90
8
Stock.................................................................................................................................90
8.1 Introduction ..................................................................................................................90
8.2 How to Record Damaged Stock ...................................................................................90
8.2.1
How to Print a Report on Damaged Stock ...........................................................90
8.3 How to Input Stock Amounts after a Stock Take.........................................................90
8.4 How to Run a Stock Level Report ...............................................................................90
8.5 How to Transfer Stock .................................................................................................90
8.6 Run an Unstocked Core Range Products Report .........................................................90
8.7 View the Suggested Deletions Product List .................................................................90
8.8 Run a Stock List Report ...............................................................................................90
8.9 Run a Stock Audit Report ............................................................................................90
8.10
Run a Stock Value Adjustment Report ....................................................................90
8.11
View a PLU List ......................................................................................................90
8.12
Run a Minus Stock Report .......................................................................................90
8.13
Run a Stock Valuation Report..................................................................................90
8.14
Run a Stock Valuation (Individual Category) Report ..............................................90
8.15
View Stock Details...................................................................................................90
8.16
Summary ..................................................................................................................90
9
Suppliers...........................................................................................................................90
9.1 Introduction ..................................................................................................................90
9.2 How to Add a New Supplier ........................................................................................90
9.3 How to View / Modify Existing Suppliers...................................................................90
9.4 How to Add Products to a Supplier..............................................................................90
9.4.1
How to Print a Supplier Product List ...................................................................90
9.4.2
How to Delete a Product from a Supplier ............................................................90
9.5 Summary ......................................................................................................................90
10
Staff ..................................................................................................................................90
10.1
Introduction ..............................................................................................................90
10.2
How to Add a New Member of Staff .......................................................................90
10.3
How to View Personal Details of an Existing Staff Member...................................90
10.4
How to Change Personal Details of an Existing Staff Member ...............................90
10.5
How to Delete an Existing Staff Member ................................................................90
10.6
How to Record Staff Holidays / Time Off ...............................................................90
10.7
How to View a Staff Sales Summary.......................................................................90
10.8
Summary ..................................................................................................................90
11
Customers.........................................................................................................................90
11.1
Introduction ..............................................................................................................90
11.2
Overview of this Chapter .........................................................................................90
11.3
How to Add a New Customer ..................................................................................90
11.4
How to Search for and View an Existing Customer’s Details .................................90
11.4.1 How to Search for an Existing Customer’s Details..............................................90
11.4.2 To Re-Order Your Customer List for Viewing ....................................................90
11.4.3 How to Delete an Existing Customer ...................................................................90
Retail PLUS Back Office User Manual
Page 4 of 240
Sharp Electronics (UK) Ltd
5
th
 October 1999
11.4.4 How to Change an Existing Customer’s Details ..................................................90
11.4.5 How to Print a Customer Card .............................................................................90
11.5
Run a Customer Report ............................................................................................90
11.5.1 Print a Customer Summary Transaction History Report......................................90
11.5.2 Print a Detailed Transaction History Report ........................................................90
11.5.3 Print a Customer Invoice......................................................................................90
11.6
Summary ..................................................................................................................90
12
Messages ..........................................................................................................................90
12.1
Introduction ..............................................................................................................90
12.2
How to Send a New Mail Message ..........................................................................90
12.3
How to Read a Message...........................................................................................90
12.3.1 How to Delete a Message.....................................................................................90
12.4
Summary ..................................................................................................................90
13
System ..............................................................................................................................90
13.1
Introduction ..............................................................................................................90
13.2
Download a Product File to the LDT .......................................................................90
13.3
View the Audit Log..................................................................................................90
13.4
Run the EOD Reports...............................................................................................90
13.5
View the Electronic Journal .....................................................................................90
13.6
How to Monitor the Tills..........................................................................................90
13.7
Update the Tills ........................................................................................................90
13.8
Run the EOW Reports..............................................................................................90
13.9
Sales Audit Backup ..................................................................................................90
13.10 System Backup.........................................................................................................90
13.11 Summary ..................................................................................................................90
14
Reports .............................................................................................................................90
14.1
Introduction ..............................................................................................................90
14.2
Weekly Sales Level Report ......................................................................................90
14.3
Weekly Sales Performance Report...........................................................................90
14.4
VAT Report..............................................................................................................90
14.5
Measured Profit Report ............................................................................................90
14.6
Sales and Profit Comparison....................................................................................90
14.7
VAT Inconsistency...................................................................................................90
14.8
Product Group ..........................................................................................................90
14.9
Price Group ..............................................................................................................90
14.10 Hourly Sales Report .................................................................................................90
14.11 Summary ..................................................................................................................90
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