Description
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PS is the POINT OF SALE, or CASH REGISTER, module of The StoreMaster System. PS provides an array of powerful and flexible Point of Sale functions unmatched by any other software for sales register functions and data collection.
PS is included in the base-level StoreMaster package, which also includes the SM (System Manager) and SR (Sales Reports) Modules.
The following describes the functionality of the PS Module.
Requirements
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Use of the PS Module requires the System Manager module and the Sales Reports Module as a minimum.
Computer requirements are minimal, and any PC capable of running anything from DOS 3.21 to Windows XP, or any Linux computer with kernel 2.4 or higher (Mac OSX is being tested!) will work. A 40-megabyte or larger hard disk is recommended, and could be flash or DOC drives, too. (Does this give you an idea about how long this software's been working?)
The software supports the following equipment. Only items marked with * are required.
- color or monochrome monitor *
- standard and/or POS keyboard *
- touch screen
- one or more cash drawers
- receipt, report, and/or invoice printers
- one or more barcode scanners
- magnetic stripe scanner (credit/debit card, Driver Licenses, IDs)
- electronic scale
- customer display
- check MICR scanner
- check image scanner
- coin change machine
- cash dispenser
- customer photo ("mug shot") camera
- Local Area Network, Wide Area Network, Virtual Private Network
Functional Features
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The following is a list of functional features which can be selected in the Point of Sale program.
- SALE - ENTER STANDARD SALES & RETURNS
- PAYIN - ENTER AMOUNT, MEDIA TYPE, AND REASON FOR A PAYIN
- PAYOUT - ENTER AMOUNT, MEDIA TYPE, AND REASON FOR A PAYOUT
- REFUND - ENTER AMOUNT, MEDIA TYPE, AND REASON FOR A REFUND
- LAYAWAY - PROCESS EXISTING LAYAWAY: PAYMENT, ADD, DELETE, CANCEL
- CUST PMT - RECEIVED ON ACCOUNT FOR CUSTOMERS
- VOID - REVERSE ENTRIES ON ANY PREVIOUS TICKET, BY TICKET NUMBER
- RECALL OPEN - BRING OPEN TICKET (WORK OREDER, QUOTE) BACK TO SALE SCREEN
- RECEIVING - ENTER QUANTITIES RECEIVED ON SHIPMENTS
- STATUS - DISPLAY/PRINT STATUS SUMMARIES
- TEMP EXIT - TEMPORARY EXIT FROM REGISTER (NOT CLOSED)
- CLOSE DAY - CLOSE REGISTER, PRINT CLOSING REPORTS
- CLOSE SHIFT - CLOSE REGISTER, PRINT SHIFT CLOSE REPORTS
- RECALL CHANGE - SHOW PREVIOUS PAYMENT/CHANGE SCREEN
- SPECIAL ORDER - ENTER ITEMS FOR A NEW SPECIAL ORDER
- PICKUP SPECIAL - MAKE PAYMENT AND PICKUP SPECIAL ORDER
- REPRINT TICKET - REPRINT A PREVIOUS TICKET
- REVIEW BOOK - REVIEW BOOK CREDIT GIVEN, PAYMENTS, ITEMS BOUGHT
- CASH A CHECK - ENTER AMOUNT OF CHECK, PAY IN THE CHECK, PAY OUT CASH
- NO SALE - OPEN DRAWER ASSIGNED TO CASHIER
- LOCK CASHIER - KEEP CURRENT OR NEXT CASHIER (TOGGLE ON/OFF)
- RAIN CHECK - PRINT A RAINCHECK FOR CUSTOMER
- ENTER TAX - ENTER NEW TAX RATE
- ROLL DISCOUNT - SELECT NEXT DISCOUNT RATE
- ENTER DISCOUNT - ENTER THE PERCENTAGE AMOUNT OF DISCOUNT
- EDIT CUSTOMER - ENTER OR CHANGE CUSTOMER DATA
- CLOCK IN - ENTER EMPLOYEE ID NUMBER AND CLOCK IN
- CLOCK OUT - ENTER EMPLOYEE IS NUMBER AND CLOCK OUT
- SUB-TOTAL - CALCULATE TICKET SUB-TOTAL
- CUST HIST - VIEW CUSTOMER PURCHASE HISTORY
- CUST NOTE - VIEW/PRINT/UPDATE CUSTOMER NOTES
- CHANGE PRINTER - CHANGE PRINT DEVICE, TURN PRINTER OFF, PRINT TO DATA FILE
- PAPER - NEW PAPER, OR ADJUST PAPER, IN PRINTER
- SELECT PRINTER - SELECT PRINTER ON/OFF/ASK
- PAPER EJECT - ROLL OUT PAPER (LENGTH DEFINED BY MGR OPTION)
- ENTER MESSAGE - ENTER NEW MESSAGE-OF-THE-DAY
- MESSAGE ON - ADD MESSAGE-OF-THE-DAY TO TICKETS (TOGGLE ON/OFF)
- PRINT MESSAGE - PRINT MESSAGE-OF-THE-DAY IMMEDIATELY
- SHIPPING LABEL - PRINT A SHIPPING LABEL FOR THE CURRENT CUSTOMER
- INVENTORY LOOK - LOOK AT AN INVENTORY ITEM
- SCREEN SAVE - ACTIVATE SCREEN BLANKING
- POPUP MENUS - TOGGLE CASHIER/CUSTOMER/ITEM/END TICKET MENU ON/OFF
- ENDORSE - ENDORSE A CHECK
- FRANK - FRANK A GIFT CERTIFICATE
- REP'T LIQ. TAG - REPRINT LIQUOR TAX TAGS LIST
- MANAGER - UPDATE SETUP OPTIONS
- MANAGER - UPDATE INVENTORY
- MANAGER - REVIEW TRANSACTION LOG
- MANAGER - UPDATE CUSTOMER SPECIAL CREDIT
- MANAGER - RUNNING SALES BY DEPARTMENT
- MANAGER - EMPLOYEE TIMECLOCK
- MANAGER - NOTES FOR CUSTOMER
- RENT - ADD RENTALS TO TICKET
- RETURN - RETURN ITEMS TO RENTAL STOCK
- EXCHANGE - RETURN AN ITEM AND REFUND CHARGE (SAME DAY ONLY)
- MANAGER - RENTAL MANAGEMENT FUNCTIONS
- FEES - ADD FEES TO TICKET
- LOOKUP - LOOK UP A RENTAL ITEM
- PRINT - (RE)PRINT RENTAL AGREEMENT
Transaction Logging
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All transactions are logged into either or both of a "local" Log and a "store" Log. The local Log is actually on the hard disk drive on which the Point of Sale is running (normally the computer's C: drive, but may be a network drive). For added security, a second Log, the store Log, may also be updated with eacj transaction. The store Log is normally on a LAN (Local Area Network) hard disk drive and is updated by all PS Sales Registers on the network.
Transaction Logs contain the store and register codes, along with the date and time, and the associated data of each transaction. Logs are maintained in monthly files, identified as LOGmmmyy.DBF, so that the Log for March 1998 was LOGMAR98.DBF, for example.
Additional documentation on the Logs, along with sample source code, is available for users who wish to create special reports or otherwise manipulate the data.
Stores with many registers and/or many transactions at each register - such as grocery stores - can move each day's log data to a separate directory to minimize log file size growth.
Security
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Password and Security levels determine which personnel can access various functions.
A programmable keyboard with multi-position switch can be used to provide additional security functionality as in a traditional hardware cash register, if desired.
Barcoded or Magnetic stripe ID cards may be used to identify management level personnel.
Cashier Accountability
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All transactions are logged, with store, register, cash till, cashier, sales person, customer, date, and time Tracking reports for sales, returns, voids, no sales, payins, payouts, refunds, et cetera. Use of passwords ensures that the cashier is logged on correctly.
Cashiers can operate all standard register functions without need for passwords, and your store may set each cashier's security level so that management personnel may be required to enter a password (or scan, or use a physical key) to perform secure functions.
Barcode Scanning
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Scanning capability is built in. SCR Corporation offers a complete line of high-quality, name-brand bar code scanning equipment, or you can add your own.
- Both ITEM and BAR code for each inventory item
- Unlimited "Alternate" ITEM codes and bar codes for any inventory item
- System can print bar code item labels, shelf tags and counter/book sheets for non-coded items, alphabetic or numeric (requires barcode printer or use of a barcode font and word processor)
Inventory Data
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Unlimited Inventory items - number of items in your inventory is limited only by disk space. Some users have over 100,000 line items in inventory!
- 15-character item code and bar code, 20 to 65-character description
- Direct sale by entering or scanning item code, barcode, or any "alternate" code you care to create, or by pressing a "button" on a touchscreen
- Lookup from a "pick-list" with indexes on item, barcode, description, department, vendor, vendor's part number
- Partial item code matching more than one item pops up a "pick-list"
- "Locate" function finds items with any word in its description (find item with "candle" in description)
- Multiple price levels (three standard, up to nine on request) with over-ride and discount
- Multiple sales tax rates
- Federal taxes supported (GST, VAT, etc.)
- Departmental "miscellaneous" items
- Serial Number support tracks date sold, store sold, customer, price
- Kits consisting of multiple items
- Multi-unit discounts (mix & match, like 3 for $1)
- Linked items automatically added to ticket (buy a battery, system automatically adds state disposal fee)
- On-screen display of onhand, last sale
- Cleared personnel can view full-screen display of all inventory data, with or without edit capability
- Real-time onhand update
- Promotional messages - customer buys a power strip, message
on screen tells cashier to offer the customer extension cords
Screen Shot -
Click Here (60K)
Customer Data
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Unlimited Customer Accounts - number of customer accounts is limited only by disk space. Some users have over 65,000 customers!
- Lookup by account code, last name, first name, phone number, city, zip code, address, ID #, company, nickname, credit card, checking account, birthday
- Add or edit customers' data at register; add as many notes as you want, anytime
- Mailing and shipping addresses
- Maintain credit card number for easy sale entry (only last four digits displayed)
- Multi-level discounting (different discount rates on different classes of items for different customers)
- Special prices for any item for any Customer
- Set and review credit limits
- Non-taxable customers automatically remove sales tax from ticket
- Bad check lockout, management alert
- House charges, regular credits, three special credits
- Real-time account balance
- Receive on Account payments at register
- Complete Accounts Receivable, statements, invoices
- Activity tracking
- Mailing labels, form letters
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- Up to 3 printers per register
- 40-, and 80-column receipts can be printed on standard printers, roll printers, slip printers; house account customer invoices can be printed automatically on the same printer or on a separate printer
- Standard blank-paper rolls or pages have up to 25 lines of pre-defined text
- Custom Invoice Forms: Virtually any invoice form you can purchase or dream up can be used, either for standard receipts or for customer invoices
- Reprint Receipts: any ticket from the current month can be reprinted and sent to any printer; reprinted tickets are clearly labeled "DUPLICATE RECEIPT" in large letters
Open Tickets, Quotes, Shop Work Orders
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- any ticket can be left "open" and a receipt printed if desired; open tickets can be suspended indefinitely;
- when recalled, items can be added, changed, or deleted, and it can be left open again or deleted;
- open tickets can be used for quotes, shop orders, or in any situation where a customer wants to continue shopping or go get a checkbook.
Layaways & Special Orders
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- At the end of a sale, any ticket can be made a Layaway
- Any item can be Special Ordered
- The suggested/required down payment (setup option) is calculated, and cashiers can override the amount (provided that sales tax is covered)
- Existing layaways can be recalled for payment, additions and deletions.
- Items can be "sold" from the layaway individually if desired
- Track down payment, progress payments, status
- Report past due accounts, write letters
