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Topics - Courtright

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46
I love the fact that the WebGen would track live inventory counts however I am sure you are aware that as far as looks go it feels quite basic and outdated.  If I have my own website is there any other way besides the WebGen to ever tie the POS inventory to a custom made website?

Thanks

47
ezPower / Just a reminder, last time I'll bring it up!
« on: March 18, 2014, 06:29:17 AM »
Before, I mentioned it would be very beneficial to put on the bottom of the closing report the "Returns Total" for that day and just the totals amount for the combined returns..  This way at a glance the owner/manager can see if there were ANY returns done at all and inspect further if need be from there.  If that is something that could be easily implemented I think that would be VERY beneficial for all users.  Right now it is easy for a cashier/manager to sneak in a return on any item and unless I remember to run the returns report it can slip by (had this happen last year).  If it was on every nightly closing report then it is much easier to see and also the employees will visually see it as well.  Something to keep in mind!  I won't bring it up again!  ;)

Thanks for everything.  =)

48
ezPower / Using the POS to print labels?
« on: March 05, 2014, 04:17:43 PM »
I currently am home and not at my store so I do not have the POS system or manual here to review.  But I remember today when I was just browsing around on there that under the Receive Purchase Order there was an option to print Labels.  How does this work?  I saw there are 3 options.  I am just about to purchase a Label Printer because I need to be able to print the following onto a label that can then be placed on a pair of sunglasses:

- Style Name
- Style Number
- Stock Number
- Description
- Price
- SKU (scannable barcode)

Can this system do this?  If so, how do I even get started?  Or do you recommend that I will need to get an entirely different system to do what I am looking for?  Thank you

49
ezPower / Having a problem with Purchase Orders
« on: February 25, 2014, 08:24:27 AM »
Hello again,

So in Product Control under the "Ordering" tab on the right, I have a product in which the:

Order Point is "0"
Order Qty is "1"

(so when I run out of this I know to order 1 more of them)

I then have all 3 fields filled out for Supplier 1, the supplier, the cost and the item#.

So, we sold one of these yesterday and although I knew it I wanted to check the Purchase Order to see if it showed to order 1 of them.  The qty. for the item sold says "0" there but it is not telling me I am short any.  And under the column that just says "Order" all of them say "1".  Is that because it is showing me the order qty for each one when it falls below the order point?  Shouldn't it be showing a "1" for my out of stock item under "Short"?

I have the field checked for "Inventory Priority" under options.  That is the only other thing I have done to that product.  Can you help?  Thanks.

50
ezPower / Automatically Backup Files?
« on: December 16, 2013, 08:50:52 AM »
Can I set the system to automatically backup files every night?  Or is it only manually?

Thank you

51
ezPower / Categorize "Check Stock" list for reordering?
« on: October 07, 2013, 10:34:51 AM »
So I have started to implement the reordering capabilities of the software (which is amazing).  I am setting the order points, etc and see you can go to "check stock" and show only the items that fall below the order point you set.  This is great, however is there a list somewhere that does the same thing but you can choose which category to display the products that fall under the set order point?

As an example, I have thousands of sunglasses with many categories such as Oakley, Ray Ban, Maui Jim and probably 20 others.  If I check stock and select to show the items that fall below the order point it lists everything.  My only problem is they do not all clump together by category.  So if I am looking to just place a Ray Ban order today I have to hunt and peck through the list to find all the Ray Bans I am short on.  Is there any way to show "below order point" products by Category?

Thank you for letting me know.

52
ezPower / Is it possible to "change all" for Commission?
« on: October 05, 2013, 10:38:10 AM »
Hello,

I have roughly 1,000 products all with 5% commission.  I need to change all of them to a 3% commission.  Is there any easy way of doing this?  Thank you.

**EDIT** I think I may see how to do it but can you explain the exact method.  I right clicked on the commission under the Product Control Window and it says "Set Commission to Change All" but before trying anything and messing something up I wanted to ask what steps to change it correctly.  Thanks

53
ezPower / Can't seem to find Security Setting for "Add New Product"?
« on: September 17, 2013, 09:15:47 PM »
As the title suggests, I would like a low level manager to have access to "Add New Product" from the Function Buttons.  Right now mine is too strict and I have it so only I can do that (Admin level).  I however do not want them granted any other access by lowering my Security Level.  Can you tell me what Security Setting exactly I should be looking for and also if changing it will allow them to do anything else, like have access to "Product Control."

Basically (in case you know of a better option) I am looking for a way that my manager can receive an incoming shipment and if a product is new (not in the Product Control Database) she can add it the Product Control fully (ie.: UPC code, description, price, qty, etc.) but not have access to Product Control.  Thanks

**ALSO**

I just realized this is a 2 part question.  Since I have hidden the Menu Bar to hide "Print Receipt", then the only way my manager can check in inventory is through the "Managers Window" and "adjust stock" I believe.  Now I have not given her access to doing this quite yet because although I trust her, I am fine for now doing it myself.  I have some products that are $300 each.  My fear is someone can simply scan a $300 item and remove it from inventory correct? (via Adjust Stock)  Is there a way I can check up on if she ever were to remove something from inventory (theft)?If an item is EVER removed using any option there, is it always saved in the Report Center > Inventory > Shortage (report) for viewing?  Is that where I would check up on any possible theft instances?

Thanks again

54
ezPower / Small suggestion
« on: September 07, 2013, 08:56:20 AM »
One thing that would help me as a user is if there was a "Function Button" for "Product Control."  As a user I am using Product Control at least 5 times a day.  The reason why Product Control is so much more handy then "Add New Product" is that great feature you guys put in there called "Duplicate Product."  So if you have a new product with just a new UPC and description, you can keep all the same info already put in for another product, very handy!  Maybe it is not used nearly as much by some people, but the Product Control is awesome to have and loved it when it was up in the Menu Bar.  However I since removed that Menu Bar (per your recommendation) to get rid of the "Print Receipt" button which you said is a way employees can possibly steal.  Or under Security making "Print Receipt" something where you can set Security Levels would eliminate that problem too, thus being able to have users keep the Menu Bar without fear of employee theft.

Just throwing out my 2 cents.  I know not all suggestions may be what is best for the software but I feel as programmers you never know unless you hear feedback from the consumer.  Like the idea I brought up with putting Returns on the Z Out, that would be very beneficial to most users.

Thanks.

55
ezPower / Trying to understand Low Inventory Settings and Reordering
« on: September 04, 2013, 06:09:13 PM »
Sorry for all the questions, I nearly have everything figured out.

One thing I could use a better explanation of is getting a report when I need to reorder a product who's stock is low.  If I create a product, let's say a notepad.  I give it a price, cost and stock quantity of 20.  I then click on the "Options" Tab and select "Inventory Priority"?  I have this selected for all my main inventory but have never gotten a report, that is part of my next question.  To continue, I then go to the "Ordering" Tab and for Order Point I input 3.  So when I get down from 20 to only 3 left I should be notified correct?  How does this happen?  What report do I check?

Also, some items I want set to zero because I only keep 1 on hand.  Will reaching zero trigger a reorder report, or do I have to input 1 or greater to "turn on" this feature.  ie: leaving it at zero keeps it disabled?

What I would like is as items sell I can go in and get a reorder report so I can go ahead and place my order from what has sold.  Much easier then tracking down what has sold using sales reports.  A reorder report would have just the things I want.

A way on how to correctly be using this would be very helpful.  I looked for it in the HELP.doc but I don't think I found my answer. 

Thanks

56
ezPower / Sell a commissionable item and add coupon and remove commission?
« on: September 04, 2013, 06:20:06 AM »
I know the title sounds complex, let me explain.

Let's say I have a pair of Ray Ban sunglasses I am selling for $100 that earn 5% commission.  I then offer a promotion to a local big business for 30% off if they use a coupon I give them.  By time I have shipping costs, commission and the discount there is no profit.  So in this rare case, is it possible to sell an item that normally would have 5% commission but have a way so when I scan a 30% off coupon, it removes the commission, or at least negates it?

Perhaps if I make a Product that offers 30% OFF can I do something like make the commission on that 30% OFF Product (negative) -5% to negate the 5% commission of the actual product being sold?  Any ideas on how to achieve what I am looking to do? Thanks

**EDIT** Just tried giving the coupon a negative 5% commission, but that does not remove the commission.  It appears a negative commission is impossible.  Any way you can think of to do what I am trying to do.  Out of the thousands of transaction, hunting down the 30% off sales, then hunting down which employee did what and then removing the commission during Payroll would take A LOT of time, too much to make it worth the headache.  Looking for an automatic system during ring-up to negate it back to zero% commission.

57
ezPower / Ronald, any way to change master password
« on: August 28, 2013, 09:13:19 AM »
So, I saved the Master Password you gave me deep within my computer where only I would know where it was at.  Well stupid me, my employees found out if they go into wordpad it was right there listed under RECENT DOCUMENTS.  They weren't snooping but using Wordpad and it just happened to be listed under recent documents as "Master Password."  So now everyone has found it out, giving them the ability to do ANYTHING they want to do, take out inventory, etc.

How can I change this?

58
Hello Ronald,

If you'll remember correctly I made a topic stating that a sales associate figured out a way to remove an item from inventory without ever finishing the sale.  Well it has happened again, but this time I have not cleared it.  I did an inventory count yesterday morning and our count for Oakley's was perfect, then at closing my Manager did another count and we had 1 more in the cases than the system said we should have, so we were plus one.  The scary thing with that is an employee could simply steal it and I would never know.

So today, I quickly was able to find out by going to product control and searching quantity that our "Oakley Frogskin: White w/ Ruby Lens" was -1 (negative one).  I go into sales control and I see that at 10:39 PM she actually sells a "Oakley Frogskin: White w/ Ruby Lens" and completes the sale, but at 6:14 pm the system shows that she rings up a customer for the same pair, "Oakley Frogskin: White w/ Ruby Lens" but never finishes the sale.  Unlike a finished sale that shows the majority of the touchable boxes grayed out (so you have to enter a password to edit or void the sale) this earlier attempt at 6:14pm has none of the boxes grayed out.  They are still all clickable and in color.  I can simply hit the "CLEAR SALE" button and it would all go away.

(continued below)....

59
The only thing I have noticed from day 1 that I would have added would be something on the Z out showing returns.  Very similar to how it shows "pay-out."  I don't know if any returns were done unless I go back and check.  If it is at all possible to either have the # of returns done in a day (similar to "Drawer Opened" count") or even just a returns total.  I know that would be very beneficial to anyone in retail.  Because if an employee makes a return on a $10 item I don't know by looking at the Z Out.  If I could glance at it and see Returns I could then check on what was returned.  I look at it every morning to see if anyone used "Pay-out".  This would also save paper so other reports dont have to be printed out.  It could just say:

Returns: $436.50 (dollar amount)

-or-

 Returns: 2 (quantity of returns that day)

If it is at all possible it would be a HUGE benefit as I said to anyone in retail.  Thanks for hearing me out and any consideration.


Have a great day Ronald. =)

60
Hello, not sure if something here will ring a bell with you at all but I came across something.  In doing an inventory count, we had 120 Ray Ban sunglasses in stock.  Our inventory level in the POS system showed 119 pair in stock.  So, I went back into the Sales Control and found the pair we had but our inventory system said there were 0 of.  I noticed yesterday that an employee rang up that exact pair of Ray Bans but didn't seem to finish the sale.  He did something where it took them out of inventory but the sale was never fully finished.  When a sale is finished and I go to review it all the buttons to the left are grayed out and I would have to EDIT the sale in order to do anything to it.  With this sale, the buttons were not grayed out, they looked normal.  So, I hit "Clear Sale" (not void) and it gave me a pop-up saying something similar to "something for this sale has already been printed, clearing the sale will make a log in the Managers Window."  Not exactly that, but very similar.  So do you know what that employee did?  I can't seem to replicate it.  It's as if he rang them and never cleared the sale but somehow printed something which took them out of the inventory system.  But we still have the glasses so apparently they were never sold.  Any ideas would be very helpful.  It scares me that if this is some sort of backdoor to the inventory system that an employee could take out any pair of $200 glasses and use this trick to remove them from inventory and I would never notice.

Thanks for any ideas.

*EDIT* Also, no employee but myself has the ability to adjust inventory levels via Product Control or Adjust Inventory. 

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