StoreMaster System
Information
StoreMaster Information
WHAT IS IT?
-----------
StoreMaster is a modular business management software package, built
around the concept that the selling function is the primary activity
of the business! When your customers give you money for your products
or services, that's the most important thing that happens.
The place it happens is called the POINT OF SALE - and that's true
whether you have a walk-in store, or an office, or a telephone or fax
machine. StoreMaster's POS module is second to none for retail,
wholesale, service, phone sales, mail order, whatever.
You capture and log everything there is to know about each sale and
every item on it - the date, time, who bought it, who sold it, who
rang it up, how much it cost, how much you sold it for, what the list
price was, what the tax was, how it was paid for, where it was
shipped... and on, and on, and on.
The full package consists of nine program modules:
Point of Sale System Manager
Sales Reports Customer Accounts
Inventory Control Purchase Orders and Receiving
Time & Attendance Appointments & To-do's
General Ledger Interface
It's fully multi-user, network-compatible. It can be integrated with
our SBA Small Business Accounting system, although most people will not
find the use of an Accounting package quite as easy as most of the
software companies would like you to believe. It's written mostly in the
xBASE language Clipper, and the data and index files are 100%
compatible with FoxPro - most of them are the "CDX" compound (multiple)
indexes. This is actually a commercial package, with more than 3,000
users around the world. Development goes back to 1982 (using Dbase II
and Turbo Pascal on CP/M machines). It has many features that you won't
find in other packages at ANY price!
It's a DEMO. It's an EVALUATION COPY. It's FULLY FUNCTIONAL. And you
can TRY IT FREE. Need to know more? Keep reading.
HOW MUCH DOES IT COST?
----------------------
+--------------------------------------------------------------+
| $1995. Yes, that's the price for the complete package. |
+--------------------------------------------------------------+
And that's only after you decide you really like it. Try it free
first - just download it and try it out, ABSOLUTELY FREE!
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StoreMaster Page 1 Introduction
StoreMaster System
Information
WILL IT RUN IN WINDOWS?
-----------------------
Yes. It's not "Windows-ware", but it will run in Windows.
WHAT DO I NEED TO USE IT?
-------------------------
Let me give you a few details:
o You're going to need at least 20 MB of free space on the hard
disk of your 386, 486 or Pentium;
o You're going to need to download close to 3 MB to get started;
o You're going to need to make SURE you follow the installation
instructions in the SMINST document.
HOW DO I GET IT?
----------------
On the Internet, go to http://www.scrcorp.com and look for the SCR
DOWNLOAD page.
These files will get you the basic POS system:
o SMINST.EXE Installation instructions
o SMSM.EXE System Manager
o SMPS.EXE Point of Sale
o SMSR.EXE Sales Reports
o SMDS.EXE Startup Data Files
You can also download the following, to expand the capabilities:
o SMCA.EXE Customer Accounts
o SMIC.EXE Inventory Control
o SMPO.EXE Purchase Orders and Receiving
o SMTA.EXE Time & Attendance
o SMAT.EXE Appointments & To-do's
o SMGI.EXE General Ledger Interface
CAN I GET DISKETTES SENT TO ME?
-------------------------------
Sure, we'll be happy to do that, as long as you're in the US
somewhere. Not free, mind you, but just a nominal charge, $5.00 plus
handling and shipping. You're looking at three 3.5" diskettes or 4
5.25" diskettes, your choice. For US Mail, add $4.00; for overnight,
add $15.00, for second day, add $8.00; if you're in Texas, add 8.25%
(yes, on the shipping, too... sorry, but it ain't =our= idea).
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StoreMaster Page 2 Introduction
StoreMaster System
Information
ABOUT SCR CORP.
---------------
SCR Corporation is an author-owned software development company,
located in the Alps of Texas. Yes, there are mountains in Texas, and
Alpine is a mile high, on the eastern edge of the Great Chihuahuan
Desert, in the Big Bend country. We're 75 miles from the nearest
traffic light (if you go in the right direction), and 225 miles from
El Paso. We moved here from Houston in 1982, to get away from smog,
crime, traffic, and crowds. Thanks to the marvels of modern
telecommunications, we have customers using our software on every
continent except Antarctica.
You can contact us by writing, calling, faxing, or on CompuServe:
SCR Corporation
Mail: PO Box 1408 Ship: 309 E. Holland
Alpine, Texas USA 79830
915/837-7180 Orders, Info
915/837-3482 Tech Support
915/837-5803 FAX
InterNet: www.scrcorp.com
By the way, if you need to ship us something in a hurry, PLEASE use
UPS if you can: UPS lands at our airport and we get next day service
without a hitch; FedEx and everyone else flies into El Paso and drives
the rest of the way a day to a week later.
ABOUT THE SOFTWARE
------------------
Development of The StoreMaster System goes back to 1982, beginning
with CP/M machines running Dbase II and Turbo Pascal. As far as we
know, we were the first people anywhere to read and write dBase(TM)
files with another language. Once Clipper came out, we decided to go
commercial with our software, and, as The SCR System, which includes
our own modified SBT Accounting Series, it has been on the market
since 1986, with more than 2000 users in businesses ranging from
antique stores to zoo concession stands.
We believe that we have more, and more varied, experience with PC-
based POS and Business Management software than any other developers
anywhere.
YES - WE DO CUSTOMIZATION and YES - WE CAN INSTALL SYSTEMS
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StoreMaster Page 3 Introduction
StoreMaster System
Information
DESIGN PHILOSOPHY
-----------------
Our basic design philosophy is to provide a fast, easy-to-use system
with absolutely standard parts. This means standard SOFTWARE as well
as standard HARDWARE.
Standard Software: The StoreMaster System is written in the Clipper
xBase language, and uses xBase data files ("xBase" is the generic term
for data files and software compatible with dBase). This provides data
in a completely open architecture, which means that you can access it
with hundreds of existing software packages: you can extract new
information in the form of reports, graphs, pictures, etc., and you
can readily interchange data with still more existing software
packages, such as Lotus, Quattro, and Paradox, because xBase is the
world's most widely-used data file structure.
The index files for the data files are compatible with the FoxPro
compound/compact index (CDX) structure, providing fast access while
maintaining small size.
Standard Hardware: The StoreMaster System uses completely standard PC
hardware. It can be used on any PC system that is "IBM-compatible."
That means true IBMs, COMPAQs, "clones" - anything at all!
You will also find a huge variety of POS-specific equipment, such as
cash drawers, receipt printers, bar code scanners, and the like - all
compatible with standard PC's, and all compatible with The StoreMaster
System.
We strongly suggest that you choose a local dealer whom you know
personally or who is highly recommended by business acquaintances. It
is true that many mail-order computer houses sell excellent products
at good prices, but they generally cannot provide the kind of support
you may require. We will be happy to provide you with complete
specifications for all required hardware and software components, and
you can purchase any desired POS HARDWARE such as Cash Drawers,
Receipt Printers, Bar Code Scanners, Scales, etc., either from us or
direct from the vendors.
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StoreMaster Page 4 Introduction
StoreMaster System
Information
General Features
Fast!
o Thanks to the combination of xBase data files and C language and
Clipper programming, The StoreMaster System is truly fast; and in
more ways than one: the entire system is installed in less than a
day, and your personnel are using it the first day!
Easy to learn, Easy to use
o The sales ticket screen is just that: it looks exactly like a
sales ticket; the cashier simply enters item codes, or presses a
key on the Keypad, or scans a barcode to sell items; over 150
configuration options make the register work the way you want it.
o Help Windows - Every time the cashier is expected to enter
something, a window appears at the bottom of the screen, telling
exactly what is wanted. For detailed help, an on-screen manual is
just a key-stoke away! For new users, popup pick-lists appear
for major functions.
o Correctable - Right up to the time that payment has been accepted
and change made, the cashier can add, remove, or change items on
the sales ticket, or just void the whole thing and start over;
After the sale has been completed, the whole ticket can be
voided; the voiding clerk and reason for voiding are logged.
o Training Mode - can be entered at any time, with Manager's
approval; the full inventory and customer data file set is
available, so you're training with real data; logging and
updating is discontinued during training, so no balances or
totals are impacted, and screen and printed receipts or invoices
are clearly marked as training mode, not valid.
Secure
o Every transaction type has a Security Level and a Password
Required option; cashiers can be "locked out" of any transactions
by the Security Level, and any transaction can require the
cashier to enter a non-displayable Password.
o Cash drawer is available which can be monitored for closure, and
an alarm sounded if they remain open too long.
o Every transaction is logged to the computer's disk, including the
store, register, date, time, and cashier; reports make it easy to
spot which cashiers are ringing up too many No Sales, or
discounting items when they shouldn't be.
o Management can view register transactions as they occur, from the
back room or even from a remote site!
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StoreMaster Page 5 Introduction
StoreMaster System
Information
Flexible & Maintainable
o More than a hundred fifty configuration option switches provide
total flexibility for setting up your system.
o Because it's SOFTware, modifications and enhancements can be
implemented in just minutes, using the telephone.
o It uses the world-wide standard dBase data file structure, and
changes are made quickly and accurately.
o Hardware is standard PC equipment.
o Software Support & Maintenance contract allows our personnel to
help, train, upgrade, and troubleshoot your system over the
telephone, without interrupting your business.
o Software enhancements, modifications, and upgrades are included
under the support & maintenance umbrella.
Single or Multiple Workstations
o The StoreMaster System runs on single PC's or in multiple-user
configurations on network workstations in Local Area Networks,
using any IPX or NetBios Network.
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StoreMaster Page 6 Introduction
StoreMaster System
Information
Hardware and Software Considerations
There is a significant difference between a computer used in an office
environment, where a few hours or even a few days of "down time" might
be tolerable, and a computer used in a retail environment, where even
a few minutes of "down time" can cause major inconveniences for
customers and store personnel alike. We suggest a network system
consisting of a Network Server Computer, Back Office Computer (which
also functions as a Backup Server), one or more Register Computers,
with optional additional Non-register computers for such uses as Parts
Department, Receiving, et cetera.
This design allows the total store network to keep functioning,
because the Office Computer/Backup Server can take over in the event
of a failure of the Network Server, and because key components are
common to all computers and can be swapped quickly in the event of a
failure. Furthermore, because the price of hard disk drives is so low
(the difference between a computer with and one without is on the
order of a hundred dollars), we suggest that all computers be equipped
with a hard disk drive. This enables registers to continue to
function even if both servers fail at the same time.
The Network Server and Back Office / Backup Server should have a 250MB
or greater Hard Disk.
The Back Office/Backup Server Computer should have an External Modem
with at least 9600 Baud capability placed so that it can be switched
to another computer in the event of failure of the Back Office /
Backup Server - a Modem is required for Software Support and
Maintenance. For Remote Access and our Software Support and
Maintenance, PCAnywhere Remote Access Software is required. For
remote stores which will be transferring data to and receiving data
from a central headquarters or distribution center using our
Communications Manager, CrossTalk Mark IV communications software is
recommended - again, others may work, we KNOW these do.
All Retail store register computers should have a 40-column
Receipt/Journal Printer and cash drawer. For offices or mail order
businesses where Customer Invoice forms are to be used for either
Customer Account activity or for special purposes such as Agricultural
Use Tax Exemption Declarations, an 80/96 column invoice/reports
printer should be used. If the inventory contains a large percentage
of barcoded merchandise, a Bar Code Scanning Wand or Laser Pistol
should also be included. For high-volume sales such a groceries and
discount stores, a counter-mounted Laser Barcode Scanner is advisable.
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StoreMaster Page 7 Introduction
StoreMaster System
System Requirements
SYSTEM REQUIREMENTS
HARDWARE
--------
IBM Compatible Computer
Minimum 386-type processor (486 or Pentiium recommended)
Minimum 2MB Memory
1 Parallel, 1 Serial Port minimum (recommend 2 each)
Floppy Disk Drive, HD (1.2M 5.25" or 1.44M 3.5")
Hard Disk Drive, Minimum 20MB FREE.
Monochrome or Color CRT (Color recommended)
Printer
80-column printer for reports, statements, invoices; Dot
Matrix or Laser; if you will be printing bar codes, Laser
printer is much faster, and will give superior results.
40-column printer for receipts (OPTIONAL)
Cash Drawer (OPTIONAL)
Can be connected to free serial port or to receipt printer;
connection to printer is recommended.
Bar Code Scanner (OPTIONAL)
Wand, Laser pistol, CCD pistol, in-counter laser, on-counter
laser are supported; recommend using "keyboard wedge" type
for greater flexibility; must be able to read UPC and/or
EAN/JAN, CODE 3 of 9 also recommended.
Customer Display (OPTIONAL)
Required in some states, check with local authorities.
Credit Card Reader (OPTIONAL)
If you do a large amount of sales with credit cards, and you
are either capturing the credit card numbers or want to do
on-line authorization using the computer, this is
recommended. The "keyboard wedge" interface is best,
especially if you are using a barcode scanner - one wedge
can run both the scanner and the credit card reader!
Electronic Scale (OPTIONAL)
If you weigh lots of items at the point of sale, this can be
a real time-saver.
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StoreMaster Page 8 Requirements
StoreMaster System
System Requirements
HARDWARE (Continued)
--------
Modem (OPTIONAL)
If you want to be able to access your store's computer from
a central headquarters, warehouse, home, or other location,
you will need a modem and software (see below). Having a
modem will also allow you to call our Bulletin Board System
for updates, support, free software add-ons, usage tips, and
exchanging messages with other users. Also, we can provide
online support direct to your computer via the modem. We
recommend getting at least a 9600 Baud modem.
A dedicated phone line for modem: is it necessary? Well, not
absolutely, but it can save a lot of trouble. If you DON'T
have a separate line (not used other than for modem), you
will have conflicts: you will want to call out, but the line
is being used; you will want to call in, but the line gets
answered by the fax machine or a human, and so on. Our
advice is to get a phone line that is for the modem's use
only.
Tape Backup (OPTIONAL)
See below, under Supplies.
Surge Protector / Backup Power Supply (OPTIONAL)
This is recommended strongly! Power surges can damage your
computer, and there's nothing more frustrating than having
the power go off or low for 2 seconds and having to re-enter
a 30-item ticket, or being in the middle of a report and
having to start over.
SOFTWARE
--------
OPERATING SYSTEM
The software in this package are all DOS programs. They
will run under Windows 3, 95, 98, ME, 2000, and NT; the
only real difference is that they don't use a mouse or
graphics, DOS 3.3 or above. Yes, there's also a Linux
version now, too.
PC Anywhere (OPTIONAL)
We have used PC Anywhere for more than five years, and find
it far superior to other similar products in ease of use,
price, and overall functionality. You can use it for
calling our BBS or other BBS's, and you can use it to answer
the phone so you can call from outside the store and send or
receive data or take control of the computer and run any
program on it or just watch what's going on. We use it to
call your store to provide hands-on support.
Credit Card Authorization (OPTIONAL)
Barcode Printing (OPTIONAL)
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StoreMaster Page 9 Requirements
StoreMaster System
System Requirements
SUPPLIES
--------
BACKUP DISKS
You will need disks for making backups (unless you're
using a tape backup system). Our software includes backup
and restore capability for floppy and ZIP disks.
Tape backup systems are all different, and they provide
their own software for saving and restoring files.
PAPER
For reports, plain 8.5 x 11" paper will do. Most of our
reports are formatted for 80 columns, and those that are
wider take advantage of the printer's ability to use
compressed print to fit 130 columns on 8" wide paper.
For statements and invoices, you can use plain paper or
special forms, with or without pre-printed text and logos,
and special forms can be any size that fits your printer,
since you can define the exact layout of data being printed.
LABELS
If you will be printing mailing labels, stock labels, or
shelf tags, you will need a supply of labels. Most common
sizes and layouts (1 to 4 across) can be accommodated by the
system as long as they fit in your printer.
TAPES
If you are using a tape or ZIP backup, make sure you have
enough to do the backups regularly. We recommend at least a
weekly backup, or daily if you have large volume sales. If
you are doing a weekly backup, use five - one for each
week and one for the end of the month; for daily backups,
keep eight, one for each day and one for the month.
Backing up every day on just one is dangerous: if your
computer's hard disk gets sick, it usually doesn't show up
for several days, and if you do have to restore from a
backup, sometimes yesterday's backup has the same bad
data on it. This applies to floppy disk backups, too!
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StoreMaster Page 10 Requirements
StoreMaster System
System Manager
Features
SM - System Manager Module
SM is the main module of The StoreMaster System, providing setup, file
maintenance, module control, user-program control, and utilities
functions.
SM is included in the base-level StoreMaster package, which also
includes the PS (Point of Sale) and SR (Sales Reports) Modules.
Setup
o Customer Options
o Data entry Options
o Date Type
o Equipment (Printers, Cash Drawers, Barcode Scanners, etc.)
o Inventory Options
o Payment Media Options
o Layaway Plans
o Miscellaneous options
o Passwords / Security Requirements
o Receipt / Invoice Options
o Sales Taxes
o Special Order Plans
o Store Code
o System Colors
File Maintenance
o Cashiers
o Classes
o Commissions
o Coupons
o Customers
o Departments
o Discounts
o Inventory
o Macro (Speed) Keys
o Mix & Match Codes
o Layaways
o Payment Media
o Premiums
o Reason Codes
o Sales Reports
o Shipping Label
o Special Orders
o System Users
o Usage Data
o User Programs
o Vendors
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StoreMaster Page 11 SM Features
StoreMaster System
System Manager
Features
Reports
o Cashier List
o Classes List
o Commission List
o Coupon List
o Customer List
o Department List
o Discount List
o Inventory List
o Macro (Speed) Key List
o Mix & Match Code List
o Layaway List
o Payment Media List
o Premium List
o Reason Code List
o Special Order List
o System User List
o Usage Data List
o Vendor List
Module & Program Execution
All other modules of The StoreMaster System can be executed from
the System Manager. Users can be locked out from either complete
modules or from specific functions within the modules. Usage of
modules is logged and available for reporting, so you can track
who uses which modules and when.
In addition, you can specify other non-StoreMaster applications
program to the system, and these can also be executed under
control of the System Manager, with lockout of specified users.
Utilities
o Rebuild Indexes - re-creates index files for data files you
select
o Purge Data Files - during file maintenance, you may select
data to be deleted; generally, these are merely marked for
deletion but are not actually removed from the files; this
function allows you to permanently remove deleted data
o Function Access - allows you to select users and determine
which functions of the System Manager they can access; this
allows you to, for example, give a particular user access to
only the reports, and keep him or her from doing any setup,
file maintenance, or other activities.
o Module Function Access - allows you to select users and
determine which functions of the other modules they can
access
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StoreMaster Page 12 SM Features
StoreMaster System
POS Module
Features
PS - Point of Sale Module
PS is a module of The StoreMaster System, providing Point of Sale cash
register functions and data collection.
Use of the PS Module requires the System Manager module and the Sales
Reports Module as a minimum.
Security
o Password and Security levels determine which personnel can
access various functions
Cashier Accountability
o All transactions logged, with store, register, cash till,
cashier, sales person, customer, date, and time
o Tracking reports for sales, returns, voids, no sales,
payins, payouts, refunds... all transaction types
Barcode Scanning
o Scanning capability is built in
o Both ITEM and BAR code for each inventory item
o Unlimited "Alternate" ITEM codes and bar codes for any
inventory item
o System prints bar code item labels, shelf tags and
counter/book sheets for non-coded items, alphabetic or
numeric (requires BARRES resident barcode printing module)
Inventory Data
o Unlimited Inventory items
o 15-character item code and bar code, 20 to 35-character
description
o Lookup by entering or scanning item code, barcode, or
supplier's part number
o Partial item code pops up a "pick-list"
o Multiple price levels with over-ride and discount
o Multiple sales tax rates
o Canadian GST supported
o Departmental "miscellaneous" items
o Serial Number support tracks date sold, store sold,
customer, price
o Kits consisting of multiple items
o Multi-unit discounts (mix & match)
o Linked items automatically added to ticket
o On-screen display of onhand, last sale
o Cleared personnel can view full-screen display of all
inventory data, with or without edit capability
o Real-time onhand update
o Promotional messages - customer buys paint, message on
screen tells cashier to offer the customer brushes, thinner
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StoreMaster Page 13 PS Features
StoreMaster System
POS Module
Features
Customer Data
o Unlimited Customer Accounts
o Lookup by account code, name, or phone number
o Add or edit customers' data at register
o Multi-level discounting, Special prices by Customer
o Set, review credit limits
o Non-taxable customers automatically remove sales tax from
ticket
o Bad check lockout
o House charges, credits, three special credits
o Real-time account balance
o R-O-A at register
o Complete Accounts Receivable, statements, invoices
o Activity tracking
o Mailing labels, form letters
Receipts and Invoices
o Up to 3 printers per register
o 27-, 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
o standard blank-paper rolls or pages have up to 25 lines of
pre-defined text
o Custom Invoice Forms: Virtually any invoice form you can
purchase or dream up can be used, either for standard
receipts or for customer invoices
o 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
o any ticket can be left "open" and a receipt printed if
desired; open tickets can be suspended indefinitely;
o when recalled, items can be added, changed, or deleted, and
it can be left open again or deleted;
o 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
o At the end of a sale, any ticket can be made a Layaway
o suggested down payment is calculated, and cashiers can
override the amount (provided that sales tax is covered)
o existing layaways can be recalled for payment, additions,
deletions
o items can be "sold" from the layaway individually if desired
o reports track down payments, progress payments, and paid-up,
due, past-due layaways
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StoreMaster Page 14 PS Features
StoreMaster System
POS Module
Features
Special Orders
o Special Orders are entered in the same way as any other
sales ticket
o items entered on Special Orders are logged to a special data
file, with additional descriptions, for your order
processing
o a suggested down payment is calculated, and an expected
arrival date can be entered
o reports track down payments and pickups
Receive Deliveries at the Register
o Receiving inventory can be done at the register, without
exiting from the POS.
Check Cashing
o Checks can be cashed with one entry; the amount entered is
logged as a pay-in by CHECK, and a payout by CASH
Rentals
o Rental goods can be defined (like VIDEO TAPES) and rented as
part of any sales ticket
o Rental returns and conversion of rental items to inventory
Payin, Payout, Refund
o Control petty cash
o Use refunds for non-return inventory or to refund sales tax
o Reports track payins, payouts, refunds, sales tax refunds
individually or with totals by store, register, cashier
Rain Checks
o Fill in items, just like standard sales ticket
o Fill in "good until" date
o Prints rain check for customer
Payment Media
o Unlimited number of media can be defined
o Splits: up to 8 each for tender and change
o As many different ones as you need of ten types of media:
CASH - including multiple foreign currencies
CHECKS - personal, company, traveler's, third
party, etc.
CHARGE CARDS - VISA, MC, DISCOVER, AMEX, etc.
CREDIT SLIP
GIFT CERTIFICATE
MANUFACTURER COUPONS, STORE COUPONS
FOOD STAMPS
MISCELLANEOUS
CUSTOMER ACCOUNT - regular house charge, three
special credits
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StoreMaster Page 15 PS Features
StoreMaster System
POS Module
Features
o Foreign Currency Conversion- CASH media can include foreign
currency, and the exchange rate is calculated automatically
and displayed for the cashier; customers can pay in Pesos,
Canadian Dollars and Swiss Francs, receive change in Yen and
D-Marks
o Checks - can require a driver's license or check number, and
you can set a limit for requiring manager's approval
o Charge Cards - you can require card number and expiration
date; a card reader can be attached to the register to allow
cashiers to "swipe" the card to read the data; you can enter
an amount over which authorization is required; you can
define a surcharge to be applied for credit cards
o Credit Slips - you can require a reference number to be
entered; if credit slip is chosen as change, the printed
receipt carries the words CREDIT SLIP along with a warning
to the customer to retain the slip and present it in order
to obtain credit later
o Gift Certificates - a reference code can be required if you
desire
o Coupons - you can define a coupon data file; if present, the
cashier enters the coupon barcode or reference code and the
amount for each coupon; bar-coded coupons contain the amount
automatically if desired
o Food Stamps - if food stamps are used, change is issued in
Food Stamps automatically
o House Charge Accounts - Customers with House Charge Accounts
can be required to sign either a standard receipt or a
separate invoice; credit limits can be checked and manager's
approval required for over-limits
Status and Closing Reports
o Status ("X") and closing ("Z") reports can be selected from
an extensive list (see SR Module). Only those reports you
want are printed automatically, but the others can be
printed on demand at any time, for any date or range of
dates.
Pop-up Calculator
o At any point during data entry, if you have a numeric value
to enter, such as price or quantity, pressing the F2 key
brings a pop-up calculator to the screen. Once the
calculator appears on-screen, you can toggle the printer on
to have a hard copy of the calculation, and if you press the
P key, the calculated value will be "pasted" into your data
entry field!
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StoreMaster Page 16 PS Features
StoreMaster System
POS Module
Features
Coins and Bills Counter
o When entering starting cash and closing cash, the F2 key
will pop up a coin and bill counter, which lets you enter
the number of pennies, nickels, dimes, quarters, halves,
ones, fives, tens, twenties, fifties, and hundreds, and
calculates the total amount of cash. Like the calculator,
the P key "pastes" the value into your data entry field.
Media Tracking
o As an optional part of the register closing procedure, the
cashier can be required to enter the amounts of each media
type he/she is counting out of the drawer. These entries,
along with the register's total, are logged.
Store Bank Vault
o If your store maintains a central cash bank, you can log all
cash out to registers/tills and in from registers/tills to
maintain control over cash. Both a back-room "bank vault"
program and "vault loans and pickups" at the register let
you track cash in and out of the central bank and in and out
of the registers/tills.
Reprint ANY Ticket, ANYtime
o The StoreMaster System's Sales Reports Module has added a
TICKET REPRINT selection. By combining this with the
already existing ability to select any log, you can reprint
any ticket on any transaction log file on your computer.
Turn Off Screen Blanking
o Allows you to set the time that elapses before the screen is
blanked from 0 (never) to 9 minutes.
Disable Running Sub-Total
o On very long tickets (over about 30 items), a delay of one
or more seconds can be encountered between item entry lines;
this is caused by the recalculation of the running sub-total
(required for proper tax amounts); Setting this Option to
TRUE will disable the calculation, and you can use Register
Function 30 (ESC-3-0) to recalculate at any time.
Manager Override Option for Clerk Security Level
o Lets you allow any Manager to override a function that is
disallowed because the cashier/clerk lacks security
clearance.
Require Customer's Signature for Cash Refunds
o This Option lets you add a Customer Signature line to any
refund slip that includes cash.
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StoreMaster Page 17 PS Features
StoreMaster System
POS Module
Features
Multiple Managers
o Any cashier with a SECURITY LEVEL from 0 to 9 can use
his/her password to respond to any request for Manager's
Password or Manager's Authorization
Barcoded Weighed Items
o Many automatic scales, such as Hobart and Ishida, have the
ability to print a barcode label for produce, meats,
cheeses, etc. The label is a UPC-A (10-digit) type, with a
number code of "2" which is used to indicate weighed goods.
The main 10 digits on Type "0", "3", and "4" barcodes are
used as 5 digits for manufacturer and 5 digits for
manufacturer's SKU.
With the Type "2", the first 5 digits are interpreted to be
your SKU or ITEM CODE, and the last 5 digits indicate the
price (the first digit of the last 5 is ignored). For
example, a barcode of "22207991395" would be interpreted as
ITEM CODE "22079" at a price of $13.95. The software will
find Item 22079 in your Inventory, and if the PRICE code is
non-zero, it will calculate the quantity for you - a zero in
price will cause it to ask you for the unit price, which
will then be saved.
Items Weighed at the Register
o Using an electronic scale, you can weigh items at the
register. In your Inventory, mark weighed items by placing
a Y next to the WEIGHED ITEM entry, and set DECIMALS to 2.
When you sell one of these, a message will appear telling
you to place the item(s) on the scale and press a key when
ready to weigh. The weight will be entered automatically in
the quantity, and the total amount will be calculated.
Payment Media Pick List Order
o When a transaction is completed and it's time to get
payment, a list of your payment media is displayed in a
"pick list" form - you can select the media tendered by the
customer either by pressing the corresponding number or
letter next to the media, or by using the arrow keys to
highlight the one you want. You can set the order in which
the media are displayed to whatever you want. You can leave
the list the way it is, or display them in any order
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StoreMaster Page 18 PS Features
StoreMaster System
POS Module
Features
BAD CHECK Data File
o For use where store does not keep extensive customer data
files, this allows manager to enter bad checks which can be
accessed by the Checking Account Number. At the register,
when a check is tendered, the cashier may enter the Check
Account #, and if the account has bad checks on file, the
cashier is alerted and all bad checks (and fees) on file for
the account are listed. The check cannot be accepted
without manager's approval. Another option (tied directly
to the Customer Data) allows you to alert the cashier at the
beginning of a ticket, when a customer's ID is entered,
instead of waiting until a check is tendered.
Customer Display definition
o Several two-line customer displays have been added to the
list of those supported by the software: ADM, IEE, NCR, IBM,
Aedex, Ultimate Technology, and MicroBiz types. Users can
add their own definitions to the list.
Display Customer Comment Information
o The customer data file contains a data field which allows
you to enter up to 68 characters of "comments" about the
customer. By setting this option true, whenever you enter a
customer's ID CODE at the POS, the comments are displayed
for the cashier.
"Remote" or "kitchen" printers
o Intended primarily for restaurants or fast food shops, this
option enables the checking of inventory items entered on a
ticket to see if they should be printed on a "remote"
printer; this causes a duplicate of the ticket to be printed
on the defined printer. Other applications might include
tagging items to be picked from a back room or other area
not open to customers in 'warehouse' or other volume
outlets.
Reason Codes and "Pick Lists"
o Cashiers can be required to enter a reason when discounting
an item at the register, voiding, or returning items, or
making payins, payouts, or refunds. Special "pick list"
files containing your predefined reasons are presented in a
'pick-list' format, with an option to enter a reason not on
the list, and an option to add new reason to the list.
Macro (Speed) Keys
o With the standard PC keyboard, up to 74 special keys can be
defined at the store to send virtually anything you want to
the register. For example, you could set the F10 key to be a
"status report" key by defining it to contain the keystrokes
__________________________________________________________________
StoreMaster Page 19 PS Features
StoreMaster System
POS Module
Features
ESC-2-1. Up to fifty keystrokes can be defined for each of
these "macro" keys.
Case/Carton Linking
o Do you have items that you sell sometimes in case or carton
quantities, sometimes in individual units? Cigarettes or
beer, for example? Usually you receive these by the case or
carton, and it's a pain to break the cases down to the units
so both "onhands" are up-to-date. The new "case-link"
feature of our software lets you link the unit item to the
case or carton item, and automatically deduct from the case
item's "onhand" as you sell down the units.
Multi-Unit Discount (mix & match)
o Each line item in the inventory can be assigned a Mix &
Match - 0 (zero) means it is not part of a multi-unit
discount. A special file which determines the criteria for
discounting includes the discount number, how many units it
takes to qualify, and the discount that applies, which can
be either a unit price or a per-unit amount.
Sales Tax Included
o By setting a single flag, you can tell the register that all
prices include sales tax. The register will automatically
calculate the selling price and applicable tax. Even
"impossible" prices are accommodated, since the register
adjusts the selling price and tax to match the
"tax-included" amount. Yes, it's a fact: depending on the
sales tax rate, there are some prices that cannot normally
be made to include tax. For example, in Texas with a sales
tax rate of 8.25%, there are 762 prices between 0.00 and
100.00 that are "impossible" such as $4.00, $99.00, and 760
more!
Kit Items
o Two different ways have been added that allow you to handle
"kit" items. A "kit" is defined as a single item that is
actually made up of any number of other items - for example,
you might sell a "Home Handyman Kit" consisting of a hammer,
a screwdriver set, and two packs each of three different
kinds of nails and screws. By defining the kit as being made
up of these items, you can sell all of them with a single
entry at the register. You can have the "kit" simply enter
the components as single line-item entries with their
standard prices, or you can have it sell as a single item
with a special price.
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StoreMaster Page 20 PS Features
StoreMaster System
POS Module
Features
Alternate Item and Bar Codes
o Any item in your inventory can be looked up at the Register
by entering either the item code or the bar code. Some items
may have several bar codes, due to vendors putting their own
bar codes or SKU codes on the package or because of seasonal
packaging, we have added an alternate item or bar code
capability. Now you can have as many different entry codes
for an item as you need - two, three, four, or even more if
necessary. Once the lookup is done, the item is logged under
your standard SKU there's no confusion in your inventory or
sales data.
Ag-Use and other Non-Taxable Customers
o A special invoice form for Agricultural-Use and other Non-
Taxable customers provides the government-required sales tax
disclaimer and a signature line for your records.
Customer Display Marketing Messages
o One or more data files can be created with marketing text,
which is shown on the customer display whenever the register
is idle (between tickets). As many lines of text as desired
may be included in the data, and they are written to the
customer display one line at a time in round-robin fashion.
Each line is displayed for two seconds, then the display is
scrolled, and when the end of the text is reached, it goes
back to the first line and continues.
CRT Display Marketing Messages
o During idle time on your register (or on any computer in
your store), you can display full-color high-resolution
pictures and text to put your message across! A standard
part of the NetPOS 2000+ package is a program called
SHOWPCXS, which will run a "slide-show" of standard graphics
.PCX files. This, or almost any other program you can think
of, can be set to run automatically during idle time on your
registers. Why let that register sit idle? Turn it into a
tireless marketing machine: display specials, new features,
upcoming contests, and more.
Color/Size Matrix
o For items such as apparel and shoes, inventory can be coded
either explicitly or implicitly with a color and one or two
sizes. Explicit coding allows lookup and tracking of each
color/size combination directly in inventory; implicit
coding allows you to carry totals of all of a particular
"style" and enter color/size at time of sale - onhand
reflects all of that style, but sales show each individual
color/size combination sold.
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StoreMaster Page 21 PS Features
StoreMaster System
Sales Reports Module
Features
SR - Sales Reports Module
SR is a module of The StoreMaster System, providing the Status, Shift
Close, and Daily Close ("X" and "Z") reports automatically for the
Point of Sale Module and extended sales reports executed on demand
from the System Manager Module.
Use of the SR Module requires both the System Manager and Point of
Sale Modules as a minimum requirement.
Reports
o Payment Summary - lists payment types, with net totals
o Transaction Summary - lists cash register transactions
(activities)
o Tax Summary - lists taxable/non-taxable sales and returns,
with total tax collected, both sales and GST (if applicable)
o Gross Profit Total - lists total only for net sales, costs,
gross profit, and margin (see Sales by Item for details)
o Cash Reconciliation - reconciles cash drawer contents,
showing ins and outs, net entered by cashier, over/short
o Cash Drawer Totals - reconciles all media totals; cashier
enters totals of cash check, each charge card, account
charges, coupons, etc; shows difference between entered and
logged; useful for finding cause of over/shorts ( usually
mis-entries by cashier, for example, entering an AMEX charge
as a CHECK)
o Sales by Item - details total sales by item, with sell
price, cost, profit, and margin
o Sales by Department - lists total sales for each department
o Sales by Class - lists total sales for each inventory class
o Sales by Vendor - lists total sales for each item's vendor
o Charged to Account - lists each account charge, by customer
and ticket number
o Received on Account - lists each receipt on account, by
customer and ticket number
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StoreMaster Page 22 SR Features
StoreMaster System
Sales Reports Module
Features
o Paid by Customer Credit - lists each use of Customer Special
Credit, including both debits and credits
o Payin/Payout/Refund - lists payins, payouts, and refunds,
including ticket number, amount, and cashier
o Currency Summary - lists net totals of each "cash" currency
media type; useful for multi-currency stores
o List of Checks - lists all checks received, including
amount, ticket number, customer, and reference
o List of Card Charges - lists all charge card usage, by
cards' media types, including ticket number, amount, and
card number, with sub-totals by card
o Summary of Card Charges - similar to above, but only lists
sub-totals for each card
o Mix & Match Discounts - lists items discounted because of
mix & match, with regular prices and discounted prices
o Time Clock Entries - lists clockins and clockouts by
employee
o Commissions Report - lists commissionable and non-
commissionable sales, commissions, for both "cashier" and
"sales person"
o Coupon Usage - lists usage of "sales ticket" coupons (as
opposed to payment media coupons)
Report Sets
Any (or all) of the reports can be combined as part of sets of reports
for automatic execution by the PS (Point of Sale) Module. These may
also be selected from the SR Menu.
o Status Reports - executed automatically by the PS Module
when "Status Report" is requested
o Shift Close Reports - executed automatically by the PS
Module when a "shift close" is done
o Daily Close Reports - executed automatically by the PS
Module when a "daily close" is done
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StoreMaster Page 23 SR Features
StoreMaster System
Sales Reports Module
Features
Utilities
Available when SR is executed from the SM (System Manager) Module,
these allow the user to tailor reports by selecting a range of dates,
individual cashiers and/or registers, and report to printer or screen.
These functions allow you to do daily, weekly, monthly, quarterly
reports for any cashier, or register, or for the whole store.
__________________________________________________________________
StoreMaster Page 24 SR Features
StoreMaster System
Customer Accounts
Features
CA - Customer Accounts Module
CA is a module of The StoreMaster System, providing enhanced file
maintenance of the Customer Data Base, including Customer Data,
Customer Ledger, Special Prices, Bad Checks, Statements, Customer
Reports, Form Letters, Mailing Labels, and Mail-merge capability.
Use of the CA Module requires the System Manager module as a minimum
requirement.
Customer Accounts File Maintenance
o Customer Data
- look up by NAME, ID CODE, PHONE
- add, copy, edit, delete
- set special prices for selected items
o Bad Checks Data
- enter checking account number, check #, amount, fee
- at Point of Sale, use of check can be set to require
checking account number: this file is checked and if a
bad check is found, manager is notified
o Customer Ledger
- ledger entries posted from Point of Sale can be
reviewed and edited if necessary
- manual entries can be made
o Finance Charges
- user-definable finance charges can be posted for
customers with delinquent statements
o End of Month
Reports
o Customer Reports
- Ledger Entries
- Account Status
- Aging Report
- User-Defined Reports
o Customer Form Letters
- Sample Forms supplied
- Simple text editor for writing form letters
- Select form, auto-merge to printer or disk
o Customer Mailmerge
- select Word Processor file output for Word Perfect or
Microsoft Word
- select customer data file fields to output
- set filter on customer data to include
o Customer Mailing labels
- pre-defined mailing label forms
- user-definable forms
- set filter on customer data to include
- output to printer or disk file
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StoreMaster Page 25 CA Features
StoreMaster System
Customer Accounts
Features
Statements
o All Customers
o Selected Customers
- prints statement for only customers desired
o Edit Custom Statement Form
- for customer statements, users can define data to be
included on customized forms of any type, including
location and content of ledger entries, totals, etc.
o Date for Statements
o Choose Statement Form
- select standard pre-defined form or any custom form
user has defined
o Ledger Type (Aged or Balance Forward)
o Return Address
o Message Lines
Utilities
o Edit User-Defined Edit Screens
- for customer data file maintenance, user can design a
customized edit screen containing specific data needed
for various applications, including text, editable
fields, and information-only fields; customized edit
screens are selectable in file maintenance function
o Purge Customers, Purge Ledger
- during file maintenance, entries that are deleted are
not actually removed from the data files, but are
flagged for deletion; this function removes such
entries permanently
o Copy Customers, Ledger Entries to ASCII
- data from customer data file and ledger file can be
copied to an ASCII file for entry into other
applications
o Set Function Access
- user is selected, and each function in
this module can be set to allow or deny
access; for example, you may wish to
allow a particular person to print
statements, but not to be able to access
any other function in Customer Accounts.
__________________________________________________________________
StoreMaster Page 26 CA Features
StoreMaster System
Inventory Control
Features
IC - Inventory Control Module
IC is a module of The StoreMaster System, providing enhanced file
maintenance of the Inventory Data Base, including Inventory Data,
Alternate Lookups, Serial Numbers, Special Pricing, Promotional
Messages, Markups, Kits, and Promotional Pricing, plus Physical
Inventory, Suggested Reorders, and User-defined Edit and Browse
Screens.
Use of the IC Module requires the System Manager module as a minimum
requirement.
File Maintenance
o Inventory Data File
- Put in order by
Item (SKU)
Barcode
Description
Class + Item
Class + Supplier + Item
Supplier
Part Number
- Full Screen or Browse Screen
- Standard and User-defined screens
- Items can be added to or deleted from inventory;
editing features for inventory are extremely flexible,
providing for user-defined lists of fields to be edited
as well as filtering for specific groups of items;
- Price changes can be calculated automatically with
pre-programmed markup and full retail rounding
- Barcode information can be used for item selection, and
barcodes can be edited individually
o Alternate Lookup
- Add unlimited number or alternate lookup codes for any
item; this lets you add any additional barcodes and/or
SKU numbers to use for lookup and selling
o Adjust Inventory
- Change onhand quantity of any item; useful for quick
fixes
o Kit Inventory
- Kit items are defined by listing items and quantities
of each item that make up the kit
- Kits can be sold at register by entering or scanning
the kit number
- Regular kits are "built" or "disassembled" and the
items making up the kit are automatically removed from
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StoreMaster Page 27 IC Features
StoreMaster System
Inventory Control
Features
or returned to inventory
- Regular kits have a separate price linked to the kit
item itself
- Exploding kits simply enter all of the listed items
onto the sales ticket when selected at the register
o Markups
- Up to 99 Markup Groups provide for list prices to be
calculated and updated; change the markup and you can
quickly change your prices
- Each markup can be as simple as a straight percentage
or as complex as percentage with retail rounding (make
it end in, say, .79), and add $ after rounding
- Review effects of markup calculations, with or without
changing prices
- Auto-recalculate all prices
o Promotional messages
- Any item can be flagged to have a "promotional message"
- Add, delete, or edit message text here
- When item is sold, the message is displayed with
instructions for the cashier to read it to the customer
o Serialized Inventory
- For items flagged as being serialized, a separate data
file maintains serial numbers
- File maintenance functions include adding, deleting and
editing serial numbers; Lists can be printed or
displayed of: all items requiring serial numbers; all
serial numbers on file; serialized items sold including
customer, date sold, and sales amount with number of
days since sale; and serial numbers sold to particular
customer
o Special Customer Prices
- Any customer can have special prices for any items
- When that customer buys an item, his special price is
inserted automatically in the sales ticket
o Promotional Prices
- promotional prices allows you to input price and cost
specials, along with the date and time of both
beginning and ending; the data is automatically fed
into the inventory file at the times the special price
and cost change
- an add-on source code program is available which allows
data file to be received from distributors with special
pricing and costing information to be automatically
included in the special price data file
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StoreMaster Page 28 IC Features
StoreMaster System
Inventory Control
Features
Physical Inventory
o Start New Count
- re-set counts to zero for new entries
o Print Blank Count Sheets
- print from 1 to 5 sets of counting sheets, in desired
order (typically by shelf location), for any
starting/ending page)
o Manual Entry of Counts
- enter counts for any set, any page
o Scanned Entry of Counts
- read data directly from portable scanner, or from ASCII
data file imported from portable scanner
o Review/Edit Counts
- look at all 5 sets simultaneously, with edit capability
o Print current counts
- similar to review/edit, but prints report showing
counts
o Print Not-counted Items
- prints list of items that have no counts entered
o Print Exceptions Report
- prints report showing shrinkage/growth between
computer's onhand and counts
o Update inventory from Counts
- replace onhand in inventory with count values, adjusted
for difference in onhand between date counted and
intervening sales
Reports
o Suggested Reorders
- by item or supplier
- based on current onhand, lead time for deliveries,
projected onhand by time of delivery (from sales
history), minimum stock, and standard order quantity
o Inventory Lists
- List by Class
- List by Supplier
- Inventory Value
- Low Stock
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StoreMaster Page 29 IC Features
StoreMaster System
Inventory Control
Features
Utilities
o Edit Full Screen
- edit existing user-defined screens, or add new ones of
your own; this allows you to define the entire screen
layout, including text, explanations, editable fields
and display-only fields
o Edit Browse Screen
- edit existing user-defined browse screens, or add new
ones of your own; this allows you to define single-line
displays showing 16 items per screen, determining what
fields to display in which columns, and which columns'
contents can be edited
o Purge Inventory
- when items are deleted, they are not actually removed
from the inventory file, but are marked for deletion;
this function removes them permanently
o Copy to ASCII File
- allows you to copy any data fields for selected items
to an ASCII data file for input to other software
o Set Access
- user is selected, and each function in
this module can be set to allow or deny
access; for example, you may wish to
allow a particular person to print
statements, but not to be able to access
any other function in Customer Accounts.
__________________________________________________________________
StoreMaster Page 30 IC Features
StoreMaster System
Appointments & To-Do's
Features
AT - Appointments & To-do's Module
AT is a module of The StoreMaster System, providing file maintenance
and reporting for Appointments and To-do Lists for multiple persons or
named lists.
Use of the AT Module requires the System Manager module as a minimum
requirement.
Select Person/List
o Appointments & To-do's are maintained by NAMES; these can be
person or simply named lists (e.g., JOE or TRAVEL)
- select name to work on
- create new name entry
Appointments
- By Date & Time
- 65-character appointment description can be entered for
each minute of the day
- appointments can be added, edited, deleted, purged
- change dates with full-month calendar
- print daily appointments
To-do's
- Item, a description up to 60 characters
- Category, 10 characters, used for grouping
- Priority, 2-digit number, 00 to 99
- Do-By Date, "Done" flag
- Memo, as much as you care to enter
- add, delete, edit
- set order of display by Category, Priority, or Date
- set filter to show only
Category,
Priority,
Today,
Past Due,
This Week, or
Specific Date
- Print list (as filtered)
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StoreMaster Page 31 AT Features
StoreMaster System
Time & Attendance Module
Features
TA - Time and Attendance Module
TA is a module of The StoreMaster System, providing file maintenance
of the Employee Data and Time Clock Data, Reports to list Employee
Data and Time Clock Data, export of ASCII file from Time Clock Data.
Use of the TA Module requires the System Manager module as a minimum
requirement.
File Maintenance
o Employee Data
- look up by NAME, EMPLOYEE ID CODE
- add, copy, edit, delete
o Time Clock Data
- look up by EMPLOYEE NAME, EMPLOYEE ID CODE, DATE
- add, edit, delete
o ASCII Export File Template
- edit the fields to be exported to an ASCII file
o Holiday Data
- user-definable list of holidays for calculation of
holiday time & attendance
Reports
o List of Employees
o List of Time Clock Entries
o Proof Copy of Time Clock Data
o Totaled Time Clock Data
o List of Holidays
o
Utilities
o Rebuild Indexes
o Purge Entries
- deleted employees
- time clock data by date range
o Set Date Range for Time Reports
o Export ASCII file of Time Clock Data
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StoreMaster Page 32 TA Features
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