Credit Card / Gift Card / Check Processing

Transcription

1 POSSelect Tool Updated Updates encouraged. Microsoft RMS System Rocksolid POS Technical Specifications Database Microsoft SQL Access Programming Language.Net Access Database Size Limit Limit 2 Gig Windows 7 Compatible (64 bit or 32 bit) (32 bit only) Windows Vista Compatible Windows XP Compatible Windows 2000 Compatible Automatic database maintenance Requires Periodic Compression Supports mouse "double click" Microsoft Windows controls: Minimize, Maximize, Close buttons etc. Number of installations 60,000+ 1,000+ Software Developer Kit for user customization Proprietary Credit Card / Gift Card / Check Processing Process Credit, Debit Cards Requires 3rd party PC Charge Software / PC Charge Support Process Gift Cards Requires 3rd Party PC Charge Software / Gift Card transaction fees Process mutliple duplicate tenders for same transaction ie. Visa card, Visa Gift card Internal check verification database Works with 3rd party check conversion processing Ingenico Signature, Swipe, and Pin Pad multi-function device compatible Internal Gift Card sales, redemption, and tracking within store database Process Farm Plan customer financing Number of Tender Types Limit 9 Maximum Number of Credit Card Types Limit 4 Maximum User Help and User Tools Field level help buttons on screens Installed searchable software User Guide Video training Wizards for multiple item updating: prices, margins, sale prices, costs etc. Customizable Label Designer Customize canned reports Security Employee Security Levels Ability to control employee edits on any field Ability to control employee visibility of any field Ability to control employee access to all buttons Ability to control employee access to all menu items Field Level Default Values Field Level Security Levels

2 General Overview Manage and Track Inventory Multiple Vendors per Item Limit 4 Maximum Store and View Multiple Vendor costs per Item User defined templates for Item, Customer, Vendor, PO import View Sales and Inventory Information Print labels for items, shelves, customer mailers Includes Avery label templates Use touch screen interface to speed transactions Track Customer Visits and Purchase History Built-in Debit and Credit Card Interface Suspend/Resume Transactions Track Employee Hours with time clock Multistore Inventory Tracking Design custom sales and inventory reports Manage Accounts Receivable Style/Size/Color Matrix items Weighted items Gasoline type items Kit items Assembly items CRV and multiple tax tracking Unlimited tax entities 3 Taxes Maximum Scan random weight scale labels Case to single quantity breakdown Don't allow Sales with open Drawer Task tracking and auditing by employee POS Transactions Customizable Transaction Types Put Sales On Hold Track Layaway Sales Track Work Orders Track Sales Orders Track Rental Items Track Gift Registry Track On Hold Sales Track & Allocate Special Orders Track Re-occurring Charge Billings In-House Bad Check List In-House Loyalty Program Selectable Print Buttons at end of transaction Print invoices and receipts to multiple printers Print to a remote kitchen printer Print receipt to file Import Line items in sale Tag-along items with walk-through scripts Customer Reminder Prompt by Item Out-of-Stock prompt for replacement item Customizable Toolbars and Macros Pop-up Calculator Pop-up Database Inquiry Internal messaging between users Change Lookup, List, and Edit Fields Stop and Confirm Price Stop and Confirm Quantity Sold Stop and Confirm $0.00 Cost Warn if Price is below Cost

3 Copy Inventory tes from Database Merge same items on receipt Re-sort items on Sales Transaction UCC Coupon support Require Clerk Entry before each sale Require Customer Entry before each sale Select Contact from Customer Profile Confirm Price Table for Preferred Customers Confirm Tax Amount Check Minimum Age or Liquor Sales Programmable Start Transaction Type Export/Import into Sales Transaction Custom receipt forms User changeable receipt message Default payment type by customer Require Deposit on Layaway Require Deposit on Sales Orders Require Deposit on Work Orders work order Receipts and Invoices Hardware Open interface to all POS hardware Supports OPOS drivers Support multiple cash drawers Support till tracking to clerk Cash Drawer closed compulsory Support Customer Pole Display Support Coin Changer Touch Screen Interface 100% Programmable Touch interface Support Portable Data Collector--batch Support Portable Data Collector--R/F Inventory Database Max number of inventory items Unlimited Hide Discontinued items Search and Replace inventory fields User Wizard to filter / update prices, sale prices, costs etc. for 1 item or thousands Track multiple supplier costs simultaneously Fast copy for entering new items Screen view changes by Clerk Inventory Matrix Items (Style/Size/Color) Dimensions available for Matrix items 3 ne Inventory Assembly Items Track item by Product Code Track item by Manufacturer Track item by Description Number of Sub Descriptions 3 3 Track item by Class Comments and te Fields Track item by Category Track inventory by Shelf Location Photo image of Item Searchable catalog of images Track item weight for shipping Track Tare weight for item Track item average lead time to order Flag item for Discount Allowed

4 Track the last date inventory was counted Track the date the item was created Track the last date an item was edited Track the last date sold on screen Track the last date received on screen Track last date of physical inventory-screen Number of Price Levels Unlimited 6 Buy down Pricing Upper and Lower Pricing bounds Minimum Markup Protection Mix and Match Pricing ( 3 for $1.00) Use Matrix Grid for Ordering Alternate Item Lookup Unlimited CRV Tax Calculation Food Stampable Items Scale Integration Scan random weight price labels Parent/Child for case quantity breakdowns Quantity on Layaway Quantity Allocated to be sold Quantity On Order Groups and Assemblies Serial Number Tracking Purchasing and Forecasting On screen sales history when editing PO line items Reorder point calculate for single item Forecast for 1 or thousands of items simultaneously Ability to factor reorder point calculation by lead time Automatic PO Generation based on re-order point Automatic PO based on sales Start thru End Date Automatic create PO's for items from lowest cost supplier Stores seasonal, monthly, weekly re-order templates Multiple Vendors per item Unlimited 4 Maximum Auto-order based on product Department Auto-order based on product Category Auto-order based on selected suppliers Auto-order based on filters Auto-order based on Sold Dates Update Tax Status from PO Consigned Inventory Assign PO to Customer for drop ship Track Open Orders Track Closed Orders Track Reserved Orders Track Date Required Labels Print item labels Built in label design software Automatically print labels for any item price changes Bin Label Costs ~$4.50/M ~$11.00/M Sensitive pricing Time of day Single Item Quantity purchased Item combinations: mix/match, buy x get y Total line item amount

5 Automatic Price margin preservation with overnight updates Wireless Mobile Handheld Wireless Handheld available Update Inventory Count Create New Items Edit existing Purchase Order Create new Purchase Order Perform Sales Transaction Process credit card or house account sale with signature Create Quote Create Service Order Gift Registry Customer Fields View Customer Item Purchase History on Customer Screen View Customer AR History on Customer Screen Drill down to Receipts on Customer Screen Track Credit Limit Track Birthday Track Customer Age Track expiration date User assigned character fields 5 User assigned date fields 5 User assigned numeric fields 5 Assign Salesperson to customer Define Grace period for A/R Track A/R amount due at POS Track customer tes Allow multiple contracts per customer Customers tracked in QuickBooks Assign price level to customers Assign price by item to customers Employee Options Time Clock Function Calculate Commissions Variable Commissions by item Commission calculation based on revenue Commission calculation based on profit Commission based on quantity sold Require minimum sale for commission Commission based on date range Audit Reporting on Voids/Returns/etc. Reporting User customizable canned reports Sort values in report columns while viewing report Add / remove columns while viewing report Add / Remove columns while viewing report Add/ Remove grouping, sub grouping, subtotals while viewing report Report drilldown capability to: items, customers, receipts, vendors Reports by Date range Add / modify date ranges while viewing report Conditional Filters: > < =.not equal.

6 Modify Filters while viewing report Add / Remove columns while viewing report Execute reports external from program Dashboard Report n-inventory Item Sales Report Line item mark down report Best or Worst Sellers Most Common Returns Items Sold Report Receipt Detail Report Department Sales Report Category Sales Report Style Sales Report Sales by Time Period Graphical Sales Reports Employee Sales Comparison Employee Commission Report Demographics reporting Payment Method Report Sales Tax Summary Report Tax Activity Detail Track Sales Tax Districts Cash Drawer Reporting Correct and rebalance cash Drawers Paid Out Report Credit Card Sales Report Item Sales With Conditional Filters Customer Purchases with Conditional Filters Purchase Reports Employee Hours worked report Re-order Reports Report Writer Module Drag and Drop Report Columns Integration with Crystal Reports Multi-store Reports Store Comparison Graph Store Summary Store Item Detail Sales Store Consolidation Reporting Quantity On Hand Per Store Inventory Transfer Reporting Accounting / Web / Shipping Integration Integration to Microsoft Great Plains Accounting Integration To QuickBooks Sales only / Vendor Specific AP transfer Nitrosell Webstore Integration Kosmos X-Cart Webstore Integration Integration to Peachtree Accounting Integration to SAP Accounting Integration to MAS 90 Accounting Integration to AccPac Accounting Integration to MYOB Integration to Blackbaud Integration to CYMA Accounting Integration to E-Commerce Shopping Cart Integration to Easy Club Billing Program Integration to Federal Express Shipping Integration to UPS Shipping