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How Do I ... ?

Is intended to provide the answers to commonly referenced questions.  If the question you have in mind is not in the list, please e-mail us with your suggestions.

 

Please remember to check back here regularly as we will constantly update this section.

 

 

Common Questions

 

Q.  How do I complete a Full Stock Check?

A.  From the Main Menu you will select Stock Routines, followed by Stock Check/Period End Routines and then Stock Check The 'Main Stock Room'.  This will display the Stock Check Menu.  From this point you will work through the options in the following order:

1.Start Stock Check Routine
2.Print the Stock Check Sheets
3.Count the Stock
4.Enter the Stock Check Figures
5.Print the Re-check Sheets
6.Enter the Stock Check Figures for the re-check Items
7.Print the Stock Discrepancy Report
8.Complete the Stock Check Routine

 

Please see Stock Check Routine for full information regarding the stock check process.

 

 

 

Q. When and why do I need to complete the Period End Routine?

A.  It is recommended that the Period End Routine is completed as soon as your Stock Check is closed at the end of each month.  This will ensure that the Period figures in the stock records and supplier files are kept up to date and within the correct months.

 

Please see Period End Routine for further information regarding how to complete the Period End Routine

 

 

 

Q.  How do I record orders and deliveries in the Retail system?

A.  Orders should be recorded in the Retail system as soon as the order is placed in order for those operating the system to be able to see the amount of a product currently on order if a customer makes an enquiry.  In addition, as soon as the delivery is received it must be booked in to the Retail system to prevent the 'On Hand' amounts going into 'negative stock'.

 

Please see Ordering and Receiving Deliveries for further information

 

 

 

Q.  How do I return stock items to a supplier?

A.  To return stock items to a supplier (when you receive a credit note), you must process the transaction exactly the same way as you would for an order and delivery, with the exception that you would place a '-' (negative) before the quantity you are returning.  You can then proceed to book in the delivery in the usual way.

 

Please see Returning Stock Items for further information.

 

 

 

Q.  How do I print the barcodes for stock items?

A.  There are two ways in which you can print the barcodes for your stock items.  If you wish to print the barcodes for a specific order, before select F6 BookIn, go to F8 Print and select 'Barcodes For Order'.  This will print the barcodes on the Avery L7160 labels.  You can then proceed to Book In by the usual method.  The alternative method of printing barcodes is by selecting Print Standard Reports from the Main Menu, then Preselected Barcodes.  This will print the number of barcodes which have been defined in the Barcodes field of each stock record.  Once they have all been printed the Retail system will reset the barcodes field to 0 in each stock item.

 

Please see Barcodes for further information.

 

 

 

Q.  How do I reactivate an operator's password when it has expired?

A.  When an operator's password has expired, to reactivate it you must go into the Operators File and type the operator's first name in the password box.  Press Enter and you will be asked to re-type the password.  Select F2 Exit followed by F3 Accept to refresh the record.  Select F7 Action to display the menu.  Select Expire Password followed by Force Password Renewal and the exit from the record.  Inform the operator to enter their password as their first name and then they will be prompted to change their password.

 

Please see Passwords for further information regarding creating, amending and deleting operator password files.

 

 

 

Q.  How do I return items in the point of sale routine?

A.  When you are in the Point of Sale screen, to return an item you must first sell the item again by either scanning the barcode or entering the PLU Number.  You must then press the 'Return Item' button.  This will turn the sale into a negative value.  You can then continue the transaction in the normal manner.

 

Please see Returning Items for further information regarding returning items in the point of sale routine.