Setting Up Department, Sub-Department
Setting Up Departments
- On the Management Menu, click Inventory Management. The Inventory Management page appears.
- Click the Edit link next to the Department drop-down list on the right hand side of the page. The Department Management page appears.
- From the Department drop-down list, select a department to view or edit, or click the Add New button to add a new department.
- Fill in the following fields:
- Department Name – Name of the department.
- Store – Select the store to be associated with the department. Select “All” to associate the department with all stores.
- GL Account – General Ledger code of the department.
- Cost of Goods GL Account – Cost-Of-Good-Sold General Ledger code of the department.
- Inventory GL Account – Inventory General Ledger code of the department.
- Points: Earn – Used in calculating Loyalty Points earned when items in this department are purchased. Value of 1 means 1 Loyalty Point is earned for every 1 dollar spent. Value of .01 means 1 point is earned for every 100 dollars spent.
- Points: Redeem – Used in determining the number of Loyalty Points needed to purchase an item in this department. Value of 100 means 100 Loyalty Points are needed to buy 1 dollar’s worth of items. Value of 10 means 10 points are required to buy 1 dollar’s worth of items.
- No Adjustments – Select this check box if adjustments are not allowed for items in this department.
- Merchant Account – Select from the drop-down list the credit card merchant account of the store. (Multiple Merchants only).
- Click Save to save the new department or changes to an existing department.
- Click Exit to close the page and return to the Inventory Management page.
Setting Up Sub-Departments
- On the Management Menu, click Inventory Management. The Inventory Management page appears.
- Click the Edit link next to the Sub-Department drop-down list on the right hand side of the page. The Sub-Department Management page appears.
- From the Sub-Department drop-down list, select a department to view or edit, or click the Add New button to add a new department.
- Fill in the following fields:
- Sub Department Name – Name of the sub-department.
- Department – Name of the department
- GL Account – General Ledger code of the sub-department.
- Cost of Goods GL Account – Cost-Of-Good-Sold General Ledger code of the sub-department.
- Inventory GL Account – Inventory General Ledger code of the sub-department.
- Points: Earn – Used in calculating Loyalty Points earned when items in this sub-department are purchased. Value of 1 means 1 Loyalty Point is earned for every 1 dollar spent. Value of .01 means 1 point is earned for every 100 dollars spent.
- Points: Redeem – Used in determining the number of Loyalty Points needed to purchase an item in this sub-department. Value of 100 means 100 Loyalty Points are needed to buy 1 dollar’s worth of items. Value of 10 means 10 points are required to buy 1 dollar’s worth of items.
- No Adjustments – Select this check box if adjustments are not allowed for items in this sub-department.
- Merchant Account – Select a merchant account, if applicable.
- Click Save to save the new sub-department or changes to an existing department.
- Click Exit to close the page and return to the Inventory Management page.
Setting Up Manufacturers
- There are 2 ways to access the Manufacturers Management page:
- From the Inventory Management page
- On the Management Menu, click Inventory. The Inventory Management page appears.
- Click the Edit link next to the Manufacturer drop-down list on the right hand side of the page. The Manufacturers Management page appears.
- From the Global Settings page
- On the Management Menu, click Global Settings. The Global Settings page appears.
- Scroll to the Inventory section and then click the Manufacturers link. The Manufacturers Management page appears.
- From the Inventory Management page
- From the Manufacturer drop-down list, select a manufacturer to view or edit, or click the Add New button to add a new manufacturer. To delete the manufacturer record, click Delete.
- Fill in the following fields:
- Manufacturer Name – Name of the manufacturer.
- Active – Select check box to have manufacturer appear in the Inventory Management page.
- Click Save to save the new manufacturer or changes to an existing manufacturer.
- Click Exit to close the page and return to the Inventory Management or Global Settings page.
Setting Up Vendors
There are 2 ways to access the Vendor Management page:
- From the Inventory Management page
- On the Management Menu, click Inventory. The Inventory Management page appears.
- Click the Edit link next to the Vendor drop-down list on the right hand side of the page. The Vendor Management page appears.
- From the Global Settings page
- On the Management Menu, click Global Settings. The Global Settings page appears.
- Scroll to the Inventory section and then click the Vendors link. The Vendor Management page appears.
- From the Vendor drop-down list, select a manufacturer to view or edit, or click the Add New button to add a new vendor.
- Fill in the following fields:
- Vendor Name – Name of the vendor.
- Active – Select check box to have manufacturer appear in the Inventory Management page.
- Address – Street address of vendor.
- City, State/Province, Zip/Postal Code
- Contact Name – Name of contact person of the vendor.
- Phone – Telephone number of the vendor.
- Fax – Fax number of the vendor.
- Email – Email address of the vendor.
- Website – Website address of the vendor.
- Click Save to save the new vendor or changes to an existing vendor.
- Click Exit to close the page and return to the Inventory Management or Global Settings page.
Support categories
Common troubleshooting
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Coming soon.
Events
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Coming soon
Hardware
Online booking
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Coming soon
POS
- Adding Gratuity
- Adding Items by Department
- Adding Miscellaneous Items
- Adding Quick Items
- Applying a Payment to an Event Balance
- Applying an Event Payment to a Store Balance
- Clocking In and Out
- Closing the Drawer
- Counting and Reconciling the Cash Drawer
- Entering Items
- Issuing a Rain Check
- Issuing Advance and Consignment Tickets
- Logging In to Point of Sale
- Managing Gift Cards and Certificates
- Managing Transactions
- Paying on Account
- Paying Out from Cash Drawer and No Sale
- Placing a Transaction On Hold & Recalling Hold
- Placing a Transaction On Hold & Recalling Hold
- Pricing of Items
- Printing a Transaction on the Kitchen
- Processing a Return
- Processing Payments
- Processing Payments by Gift Card or Certificate
- Processing Payments by Loyalty Points
- Processing Payments in Other Currencies
- Processing Payments with Rain Check
- Processing Penalties
- Reprinting a Transaction
- Searching for a SKU
- Searching For and Adding Customers
- Splitting a Transaction
- Using Punch Passes
- Using the Functions Frame Overview
- Using the Keypad
- Viewing Customer Details
- Voiding a Transaction
POS admin
- Adding Inventory Items Manually
- Assigning Security Access
- Bundling Inventory Items
- Importing Inventory Data
- Logging In to Point of Sale
- Managing General Ledger
- Purchasing & Receiving Inventory Items
- Purchasing & Receiving Inventory Items
- Setting Up Automatic Batch Credit Card Payments
- Setting Up Credit Card Encryption
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Department, Sub-Department
- Setting Up Merchant Accounts
- Setting Up Modifiers
- Setting Up Payment Types
- Setting Up Punch Pass Templates
- Setting Up Quick Items
- Setting Up Stores
- Setting Up Tax Tables
- Setting Up the Property Management System
- Setting Up Units of Conversion
- Transferring Inventory from One Store to Another
- Viewing and Emailing Inventory Received Instances
- Viewing and Printing Advanced and Credit Card Reports
- Viewing and Printing Limited Reports
- Viewing and Printing Standard Reports
Release notes / infrastructure requirements
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Coming soon
Tee sheet
- Booking or Cancelling a Tee Time
- Checking In Customers
- Checking the Weather
- Issuing a Rain Check or Refund
- Logging In to the Tee Sheet
- Managing Reservations
- Navigating the Tee Sheet
- Printing Tee Sheet Reports
- Understanding Tee Sheet Color Codes and Icons
- Using the Wait List
- Viewing Transaction Details of a Tee Time Booking