RETAIL PLUS (serv.man5). Back Office Quick User Guide (Complete) - Sharp EPOS User Guide / Operation Manual. Page 2

Retail

 PLUS

 Back Office Quick User Guide

Page 2 of 63

1999

1.

Revision History ................................................................................................................. 4

2.

Using Freedom Back Office ............................................................................................... 5

2.1 To Sign On to Freedom Back Office .................................................................................. 5
2.2 Navigating Around the Back Office ................................................................................... 6
2.3 Common Keyboard Shortcuts ............................................................................................. 7
2.4 To Sign Off from Freedom Back Office ............................................................................. 8
2.5 To Shut Freedom and the Computer Down ........................................................................ 9

3.

Suppliers ........................................................................................................................... 10

3.1 Introduction....................................................................................................................... 10
3.2 Add a New Supplier .......................................................................................................... 11
3.3 View / Change Existing Suppliers .................................................................................... 13
3.4 Add Products to a Supplier ............................................................................................... 14

4.

Orders................................................................................................................................ 16

4.1 Introduction....................................................................................................................... 16
4.2 Create an Order ................................................................................................................. 17

4.2.1

If You Selected Blank .......................................................................................... 20

4.2.2

If You Selected Template .................................................................................... 21

4.2.3

If You Selected Sales Average or Sales History.................................................. 22

4.2.4

If You Selected LDT............................................................................................ 23

4.3 View an Order................................................................................................................... 24
4.4 Change an Order ............................................................................................................... 25

4.4.1

The View Order Screen........................................................................................ 26

4.4.2

Create a Template ................................................................................................ 27

5.

Deliveries .......................................................................................................................... 28

5.1 Introduction....................................................................................................................... 28
5.2 Create a Delivery .............................................................................................................. 29

5.2.1

The View Delivery Screen................................................................................... 30

5.3 Goods for Return............................................................................................................... 31
5.4 View / Change a Delivery ................................................................................................. 33
5.5 Selecting the Goods for Return ......................................................................................... 34

6.

Pricing ............................................................................................................................... 35

6.1 Introduction....................................................................................................................... 35
6.2 View your Pending Price Changes.................................................................................... 36
6.3 Change the DATE of the Pending Price Changes............................................................. 37

7.

Staff................................................................................................................................... 39

7.1 Introduction....................................................................................................................... 39
7.2 Add a New Member of Staff............................................................................................. 40
7.3 View Personal Details of an Existing Staff Member ........................................................ 42
7.4 Change the Personal Details of a Member of Staff........................................................... 43
7.5 Delete an Existing Staff Member ...................................................................................... 44

8.

Customers ......................................................................................................................... 45

8.1 Introduction....................................................................................................................... 45
8.2 Add a New Customer ........................................................................................................ 46
8.3 Search for and View a Customer’s Details ....................................................................... 48