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Messages - Courtright

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76
ezPower / What is "Discount Group" in Product Edit?
« on: January 09, 2017, 10:07:07 AM »
Looking in Product Edit there is a field for "Data" called "Discount Group" directly under Category.  Mine was blank so I created a *NEW* Discount Group however I do not see anywhere where a Discount Group can be edited or what it even means.

Thanks for any insight.

EDIT: I searched both the forum and the HELP document but neither mention it.

77
ezPower / Re: Tracking items sold at too high of a discount
« on: January 09, 2017, 05:14:54 AM »
We might be able to add an entry into the Activity Log that shows over discounted items.
If even possible, is it the same amount of work to just turn that into a report under >Inventory that can be generated?  The reporting feature is amazing.  Being able to easily access a specific report and generate an ENTIRE list based upon a timeline is fantastic.  Plus having the correct fields displayed such as:

STAFF member - this way for every single over-discounted item we wouldn't need to log into every sale to find out who is doing it.  Their names would all be on the list.

Original Price, Discount, Profit, Total, Tax (to see if TAX FREE was also selected)

78
ezPower / Re: Possible for more discounts than just the 2?
« on: January 07, 2017, 11:00:03 AM »
rjsmeyer,

What are your ideas on this thought.

I am looking to be able to offer these discounts:

6% OFF (covers tax in VA)
10% OFF (military discount)
15% OFF
20% OFF
25% OFF
30% OFF (Employee Discount)

So what if I made a Customer named TAX FREE and the discount level was 6% OFF.  So for a tax free sale they would select that customer.  Although in the future when I am actually using REAL customer accounts I think this could be conflicting in trying to select a real customer but give them a tax free discount.

I don't want to actually use the TAX FREE icon because the sale really isn't tax free, which skews my reports.  I still have to pay their tax for them.  It's really just a 6% discount.

Ideas?

EDIT:

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.

We use those discount buttons only for one-time discounts, e.g., when a customer has been negotiating a lower price.

So rjsmeyer, going back and looking at your post what happens if you have an actual customer saved in your database (ie: Timmy Thompson) and Timmy is a vert so you offer him a saved 10% discount you have pre-set at one of the levels.  However good ole Timmy found a competitors coupon and wants 20% off what he is buying today ... not 10% like usual.  I take it is not possible to log the sale under the actual customer in the POS "Timmy Thompson" and also use a vauge customer discount saved under customers ... like "Veteran" correct?

79
ezPower / Re: Tracking items sold at too high of a discount
« on: January 07, 2017, 10:36:23 AM »
If not, is this a report that you could create for that "custom work" fee? In this case, I'm not sure it would be worth the fee to me.
Although helpful donations to the project could be appreciated  ;)

Yeah Ronald, if you can be open to working with me to customize a few aspects of the program for my business needs I'd like to discuss that and costs please.  I think these would add overall value as well to the more retail aspect of your program.  Or even offering to trade my 16+ years of graphic design knowledge if you're ever looking to modernize the program icons or graphics.  As you can tell with nearly all of my posts, they relate to security.  How can I make sure an employee does not have the ability to take merchandise and more importantly a way to take their commission away on a sale over a certain percentage.

Speaking of low margins ... I can't simply figure out what I need to set "low margin watch" to in order to flag anything discounted over 20% off.  I tried 80, I tried 20 ... but I am only getting warnings when I greatly discount items, not the 20%+ off that I am looking for.

80
ezPower / So what is this box in "Add New Product"?
« on: January 07, 2017, 10:28:01 AM »
Attached is a picture of the box in question and is it possible to have that be a spot where a manager could add the picture of the product? My Staff only ever uses this screen for creating new products since the other options would offer them too much permissions to affect inventory.

81
ezPower / Re: Tracking items sold at too high of a discount
« on: January 07, 2017, 08:27:53 AM »
Sorry for 3 posts back to back but I have spent a few hours tweaking my POS system (which I love doing) and I can't help but agree with rjsmeyer that considering to put a way to track "Margin Low Warning" via a report would be fantastic.  From a retailers point of view this would basically eliminate ANY worry about employees trying to sneak large discounts to customers or even steal a product by hitting the 10% OFF (military discount) button until the $500 product is now free ... or even worse .... negative and they could get cash back!

That sale would show up in the "Low Margin Warning" Report and the salesperson would be logged in.  The report would need to show the Transaction Number, Staff/Cashier, Retail price, Discount, Net Price.

Just an idea but this is the report as a retailer I think myself and rjsmeyer is in need of to help watch out for employee theft and our profit margins.

EDIT:  Also, does the "pop-up" window show up if ANY item is under the low margin watch number?  For instance:

milk - full price
bread - full price
soda - full price
chips - full price
cookies - 60% off

The entire sale might only be 18% lower than a full price total sale since 4/5 items are full price.  So will the window pop-up warning of low margins?  Does it pop-up if ANY of the items are over the margin watch number regardless of overall final price?

82
ezPower / Denver Research Logo .... I had a couple minutes
« on: January 07, 2017, 08:18:28 AM »
I had a few minutes.  Not sure if you like it but figured I would share.  Thanks for all the help you give us Ronald!


83
ezPower / Re: Tracking items sold at too high of a discount
« on: January 06, 2017, 01:22:08 PM »
is there a report that can be generated to see when this warning has been bypassed?  I can find reports for discounts given and various other things, but not that.  I think it would be useful.

is there anything that might indicate the Margin Warning was over-ridden (ignored)?

Concerning this I just print off a STAFF > DETAIL Report.  All of my employees are give the job title of Staff instead of Cashier, etc.  From this report I can select my employee "Dylan" and track each sale over the past month and it's pretty easy to see any big discounts because each sale will list the discount given.  Then I figure out manually how much commission he would get and remove it come payday.  But the bad thing is if you do a lot of volume you'll be wasting hundreds of pieces of paper to maybe find 7 sales where they over-discounted or maybe even none at all.

84
ezPower / Re: Tracking items sold at too high of a discount
« on: January 06, 2017, 01:15:04 PM »
The biggest issue I am having is my employees make 5% commission on a product being sold.  So if I tell them "do what you need to do to close a sale but don't sign in for anything over 20% off" they still do and say "it's just out of habit they signed in"

It would be amazing if in the area where we can select the low-margin warning if you could click a box which would then remove any commission from the sale if over the margin watch percentage.  I have to manually print monthly sales details reports which wastes about 100 sheets of paper and takes a good hour or two going back and finding sales discounted too heavily and manually removing their commission come pay day.  I do this because it's easy to close a sale at 40% off knowing you still get commission but when we tell the salesperson anything over 20% off you do not get commission on then you'll work even harder to not go lower than 20% off so you can get the commission on the sale.

Now with the new discount feature I like how they can't combine discounts like you can when you set up a discount as a "Product". But the issue with that is I can only set up the 2 discount levels, when 4 or more would offer more flexibility.

85
ezPower / Possible to export customer list by CSV?
« on: December 16, 2016, 03:36:22 PM »
As the title states, I am using Shopify to build an online website to better help our brick and mortar store.  We would like to be able to collect customer information at our store and upload it via CSV into our website.  Does v14 currently allow the option to export customer list by CSV?

86
ezPower / Re: Possible for more discounts than just the 2?
« on: December 16, 2016, 01:20:57 PM »
Thank you for the reply!  I think that is something I may need to look at further.  Either that or stop offering so many levels of discounting.  It's just so tough when you're trying to match online prices or competitors pricing, etc.  It's nice to have the variants.  I do love that in V14 compared to 13 you cannot combine discounts.  ie: hitting 10% off 5 times to basically make it 50% OFF.

I'll look into what you recommended and see if that would help me in what I'm looking to do.  THANK YOU!

87
ezPower / Re: Returning stock to suppliers
« on: September 14, 2016, 06:42:34 AM »
And personally if I return stock to a supplier I will use Inventory Adjust and "Shortage".  This way I can easily track later via Shortage Reports what was taken out, plus it gives me my cost on the product so I know if I shortaged 20 items at a cost of $200 that I better see a credit of $200.  I also can easily print 2  shortage reports afterwards, one for my records and one to send back as a Packing Slip to my vendor.

Not sure which way is better for you but that works great for me

88
ezPower / Re: Tracking items sold at too high of a discount
« on: September 14, 2016, 06:40:21 AM »
So I just tried this.  I check marked it to enable it, set it at 50% to test it and exited and reopened the program to make sure it took effect.  I sold a fake product for $10 with a 55% off discount.  I went through the entire process of fully finishing the sale but got no warning.

1) If I can get this to function correctly is there actually a report to find out what items have been sold under the set margin?  That would be fantastic.  You could find out what employees are over discounting products more than others and address them about it.

2) by setting the margin warning to 20% does that mean anything over 20% off, such as a $10 items is now less than $8?  Or is it the opposite where it is 20% of the price?  So a $10 item will ring up under $2?  Thanks for clarifying.

89
ezPower / Tracking items sold at too high of a discount
« on: September 12, 2016, 09:59:49 AM »
I remember reading somewhere on the forum there was a way that the POS can let you know when an item has been overly discounted.  However, I am unsure how to do that and if you can set parameters, such as "notify me if a product is sold below 20% off".  I can see by using reports the list price, discount and sold price but if I sell 20 of that item then if only one was overly discounted but the rest were all sold at full price it is very hard to figure out that 1 of the pairs was grossly over discounted, perhaps even for less than cost.

90
ezPower / Possible for more discounts than just the 2?
« on: September 12, 2016, 08:10:26 AM »
Ronald,

I absolutely love the new (v14) discount option so that way a 10% OFF discount cannot be stacked (like in v13) to get a $300 product down to free or close to it.  However, there are only 2 correct?  Discount 1 and Discount 2.  Is it possible to add a few more in your next update?  We offer 10% off military discount as well as 20% off as our max discount.  Sometimes to close a sale our 3rd way to discount is we pay their sales tax.  But I've realized over the years when selecting "TAX FREE" this greatly skews our reports because the sale really isn't tax free, we are just paying their tax but the POS of course believes it is a tax free sale.  Instead we need more discount buttons to have a discount at the same rate as our tax rate, 6%.  I'm afraid of doing it the old way because I have had an issue in the past with an employee just hitting the button 20 times to make a product nearly free.

I believe many users would take advantage of the more discounts feature, for instance for employee discounts, paying someones tax for them to get a sale, and various percentage levels off.

Can you think of any other way to do TAX FREE without hitting the "TAX FREE" button (it skews sales reports) since I am using both discount buttons?

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