Denver Research

My version is 14.293, network.

After hearing how some other users are relying heavily on EZP security settings, I thought I should mention a basic issue that I've been having with my version.  And this has really gone on for as long as I remember - it's just not a huge deal.

It seems that when EZP is first opened every day, there's access to areas like Manager Control without any password being requested.  If I close and re-open the program, it works as desired - a password IS required.  But, often, Manage Control is accessible without a password again.  This often happens if I've had to go in and out of Product Control, for instance, a few times.

Is there any fix for this?

Thanks.

IMHO, unless you have some way of absolutely preventing an employee from ever having access to the cash drawer, for instance, you're never going to have a system where a determined dishonest person cannot steal from you. I doesn't matter what POS system you're using or how you have it set up.  If someone is that determined, they're going to rip you off whether it's through discounts or pocketing cash - or, in your case, going home with pockets full of sunglasses. 

I think the best anyone can hope for is a system where you can detect that kind of activity easily enough that it doesn't get by you once it's been done. 

Hi Courtright (btw, I'm Bob),

The way you're looking at the discounts is just about the exact same way I'm doing it - you just need to have some kind of description for each one.  The one thing I can't address is the sales tax - we don't have any here, so I don't need to mess with anything having to do with that.

I think I follow the question about "Timmy the Vert".  First, you can only choose one Price Level per customer for each transaction.  You can ring up one thing, change the price level and then ring up a second thing, but you can't choose more than one price level per transaction.  However, you can add a discount to the Price Level you already have set for him.  Figuring the exact discount gets into some serious math (i.e., if you stack a 10% on top of the original 10%), but I'm not sure I see a way to simply change that discount from 10% to 20% for just that one transaction. I suppose that you could set the price levels in 5-10% increments and change them with each transaction, but I don't think you'd really want the employees getting too used to adjusting those price levels.

Hopefully I shed some light on some part of your questions!

 

Oh, I think I see why they really can't be the same. 

Where each transaction in the Sales Detail report is represented by only one line (with a second line to show the 2nd payment of the split transaction), in the Sold Products Detail report there are already multiple lines for each transaction (1 for each of the items).  I'd guess that you'd need to somehow assign a specific part of each payment type to each line (product) if I wanted to have the split information there, which I can't imagine it being able to do. 

Oh well.

I doubt that there's any way to keep employees from messing with discounts if they really want to, but I've found those Price Levels to be pretty easy because we don't need to add a step during transactions (other than adjusting that field in the Customer settings initially). 

And it's easy to monitor if you do any Sales reports (e.g., Sales Details) - you can include the parameter of Price Level to see which level is being used for which customer.  I've found it to be useful enough that I include it in my export to my accounting software for daily sales.

Some aspects took some time to figure out, so just holler if you get stuck on something with it.

Courtright - you may well already know this, but for discounts, have you tried the price levels you can set in Product Control?  There can be up to 6 of them.  I use them for Retail, Wholesale, Local Discounts, Employee Discounts, Non-Profit pricing and Loyal Customer discounts.

These are all set per product, so you can tailor your entire inventory to vary by exactly what discount level you'd like.   Plus, you can tailor them by either dollar amount or percentage, so you can really have a lot of control.

Also, once that's set up, all that needs to be done is to set the Price Level in Customer Info.  You enter it once, and it stays there until you change it.  For people like veterans, for instance, it works great.

Also, when a customer with such a discount is brought up for a transaction, a warning pops up that the prices are being modified from standard retail, so the clerk will be aware of the discount.

AND, you get a note on the receipt that tells the customer how much money they saved, just as with other discounts.

We use those discount buttons only for one-time discounts, e.g., when a customer has been negotiating a lower price.  I haven't been able to get them to do quite what I want.

For Price Levels, it'll seem daunting at first to put values into all these fields.  You don't want to do it right in EZP - just do a product export to Excel, modify them en masse there, and then import them with the new values.

I can't speak to the sales tax aspect, since we don't have it here in Oregon.

I'm on v14 network version, and am trying to pin down the best way of exporting sales data from EZP to my accounting software (Xero).  I'm able to do it in .csv format, so that leaves me with a lot of options.

The report that seems to come closest to what I want is the  Products: Sold Products Detail report.  The one drawback in that report, though, is an apparent inability to account for split transactions.  The Pay Method column (brought up with the "Payment Type" option) only displays one of the pay types and only the total sales amount in a split transaction, which leads to a fair amount of manual intevention after the export/import.

But in the Sales: Sales Detail report, the Pay Method column is also available (though by using what's called the "Payment" option), but describes a split transaction perfectly - each pay method is displayed, along with the dollar amount for each.

Being able to clearly show the split transactions almost makes it worth going to the Sales Detail report, but then I'd lose all the other info available in Sold Products Detail - and I've really enjoyed being able to export all of that so easily.  And I'm aware that I could generate both reports for each time period, but it seems that would be a step backward.

So my question is whether it's at all possible to make the Pay Method column the same in each report (i.e., to appear as it does in Sales Detail), or is it intended to vary by report? 

Thanks!