BASIC TRAINING WORKSHOP & REFERENCE MANUAL

Transcription

1 BASIC TRAINING WORKSHOP & REFERENCE MANUAL E4W Level 14 Last Revision on Wednesday, February 09, 2005

2 CREDITS Eric Lane Director of ebusiness & Retail Services Michael Sanders Unity Installation and Retail Systems Training Manager (773) James Toland Retail Systems Training and Education, Chicago (773) Glenn Niedergall Retail Systems Training and Education, East Butler (724) Will Husa Retail Systems Documentation Unity Training Center True Value World Headquarters 8600 W. Bryn Mawr Avenue Chicago, IL Activant Solutions, Inc 7683 Southfront Road Livermore, CA UNITY Workshop & Reference Manual

3 TABLE OF CONTENTS 1) OVERVIEW OF THE SYSTEM WELCOME & INTRODUCTIONS Logistics Classroom Objectives Workshop Schedule Using The Mouse In The Eagle Browser OVERVIEW OF THE EAGLE BROWSER How To Get to the Eagle Browser Eagle Browser Applications List OVERVIEW OF NETWORK ACCESS What is Network Access? Auto Log On Exit Network Access Accessing System Files System Acronyms HELP Training Assistance ) POINT OF SALE HANDBOOK TRAINING ASSISTANCE CASHIER RESPONSIBILITIES Cashier Abilities Num Lock Caps Lock Read the Screen! Cashier Log In Cashier Log Off THE POSTING WINDOW Title Bar Menu Bar Tool Bar Header Area Body Area Posting Area Message Area Using Only The Keyboard Menu Bar Tool Bar Text Entry Fields Buttons Check Box Drop Down List Box UNITY Workshop & Reference Manual 3

4 Entering Item Information Options at the Blank Item (SKU) Field Item Number Not Found UPC Code Not Found Description Field Lookup By Keyword Description Field Lookup Using the Viewer COMPLETING A BASIC SALE TRANSACTION Step 1: Select The Correct Mode And Customer Customer Field Operational Tip Step 2: Enter The Items You're Selling Step 3: Totaling the Sale for a Cash Transaction Step 3: Totaling The Sale For A Check Transaction Step 3: Totaling The Sale For A Credit Card Transaction Step 3: Totaling The Sale For A Store Charge Transaction HANDLING POINT OF SALE RETURNS Returning Items With Additional Purchase Returning Items for Credit COMMON POS FEATURES Selected Menu Shortcuts Using QuickFind Grids Void Void Line Items Void The Entire Transaction at POS Posting Window Void The Entire Transaction at POS Totals Window Pricing Price Overrides "Slash" Pricing Promotion Pricing a Line Item (manually) Discount Line Items Discount the Entire Transaction Tax Non-Tax Line Items Taxing a Non-Taxable Item Changing Line Item Tax Codes Suspended Transactions Retrieving Suspended Transactions ADVANCED POS FEATURES Saved Document retrieval Layaways Creating a Layaway Applying a Layaway Payment Completing a Layaway Special Orders Creating a Special Order From the POS Window Creating a Special Order from the Catalog Completing a Special Order Gift Certificates Selling A Gift Certificate Redeeming A Gift Certificate in Full UNITY Workshop & Reference Manual

5 Value Remaining on a Gift Certificate Other Advanced Features Importing a Rental Contract Alternate Tenders Rain Check Retrieving an Advanced Rain Check Received On Account Reverse Transactions (also known as "Post-Voids") Adding a Comment Inserting an Item or Comment in a Transaction Changing an Item Description Open Cash Drawer Paid Out / Paid In Cash a Check ) END OF DAY REPORTS TRAINING ASSISTANCE INTRODUCTION TO END OF DAY REPORTS SPOOLED REPORT MAINTENANCE Features Of Spooled Report Maintenance Search/Look-Up Viewing Reports Options on the Report Viewer Saving A Report As A Text File Printing Reports: Deleting Reports Protecting A Report From Automatic Deletion Manually Deleting A Report END-OF-DAY REPORTS Print Report Setup Price Exception Report (RPE) FAQ about the Price Exception Report Preliminary Page (Pre-Page) Sample Price Exception Report Daily Inventory Update Report (RDI) Report Preferences FAQ about the Daily Inventory Update Report Preliminary Page (Pre-Page) Sample Daily Inventory Update Report End of Day Sales Totals Report (RDS) Report Preferences FAQ about the End of Day Sales Totals Report Preliminary Page (Pre-Page) Sample End of Day Sales Totals Report Daily Journal Report (RDJ) Report Preferences FAQ about the Daily Journal Report Preliminary Page (Pre-Page) Sample Daily Journal Report Check Register Report (RCK) UNITY Workshop & Reference Manual 5

6 Report Preferences FAQ about the Check Register Report Preliminary Page (Pre-Page) Sample Check Register Report ) INVENTORY MAINTENANCE TRAINING ASSISTANCE TRUE VALUE ELECTRONIC CATALOG Searching for Items Using the Catalog Find Item Window Using the Drill Down Feature Using The Relay Viewer Receiving RDC Balances VENDOR MAINTENANCE Adding A Vendor Maintaining a Vendor Using the Vendor Search Feature INVENTORY MAINTENANCE Load Tab Stocking Tab Pricing Tab Codes Tab History Tab Notes Tab Vendor Tab UPC Codes Maintenance Delete UPC Codes SUPPORTING APPLICATIONS Go To a Related Application menu View Inventory View Purchase Orders View Item Sales History View Item Purchase History View POS Documents View QuickRecall Documents View Promo History Item Price Changes (IPC) Modify Item Promotions (MIP) View Vendors Modify Departments (MDE) Modify Finelines (MFI) Modify Kits (MKR) Import Inventory From Handheld Unit Modify Classes (MCL) Modify Multiple Selling Unit Codes (MSU) Modify Price Matrix (MPM) Modify Quantity Breaks (MQB) Modify Price Rounding Table (PRO) Shrinkage History Type Assignments Modify Tally Cross Reference (MTL) Modify Units Of Measure (MUM) UNITY Workshop & Reference Manual

7 Modify Vendors (MVR) Modify Units Of Weight (MUW) Physical Inventory Posting (PIP) Physical Inventory History (MPH) Miscellaneous Menu Display Quantity Break and Promotion Pricing Maintain UPC Codes Maintain Serial Numbers Maintain Seasonal Codes Maintain Location Codes Maintain Raincheck Quantities Maintain Lots Substitute/Referral Item Change ROP Protect PRICE CHANGES Item Price Changes (IPC) Adding A Price Change for an Individual Item Adding Price Changes for a Group of Items Adding Price Changes for a Range of Items Printing Labels (Optional Step) Modify Printer Status (MPS) Printing Item Price Labels (RLA) Printing Item Bin Labels (RBL) Finalizing the Item Price Change File Creating a Price Change File for the LDT Run the Price Change Report Select the Items Whose Price has Changed Create Unity Inventory Database File Downloading the Price Change File to the LDT Applying Price Changes Finalize the Price Changes PROMOTIONS Promotion Pricing Report (REPM) Modify Item Promotion File (MIP) Changing the Start / End Date of a Promotion Deleting Promotion Items Adding Promotion Items Adding a Group of Items to the Promotion File Adding a Range of Items to the Promotion File Finalizing Item Promotions Update Promotion Price Report (RUP) Deleting Old / Unused Promotion Files AUTOMATED TELECOMMUNICATIONS Receive File Maintenance (EFM) System File Updates Electronic Promotion Pricing Transmission (EPM) Receiving RDC Balances (ERDC) Receive Variable Pricing (EVP) UNITY Workshop & Reference Manual 7

8 5) ACCOUNTS RECEIVABLE TRAINING ASSISTANCE ACCOUNTS RECEIVABLE Adding a Customer Cash Customer Accounts Creating a Default Customer Accounts Receivable Tabs Main Tab Credit Tab Department Tab Sales Tab Payment Tab Miscellaneous Tab Names Tab Notes Tab SUPPORTING APPLICATIONS Go To Menu for Accounts Receivable Change Customer Number/Job (CCN) Open Item Maintenance (MOI) Category Pricing Plans (CPP) Maintain Terms (MTM) Maintain Tax Codes (MTX) Salesperson File Maintenance (MSL) Finance Charge Deletion (FDELETE) View Documents Customer Sales Summary from Quick Recall VIEWERS Customer Viewer Transaction Viewer Quick Recall Viewer RECEIVED ON ACCOUNT Posting Payments Deleting a Payment Payment Reconciliation ACCOUNTS RECEIVABLE MONTHLY STATEMENTS Step 1) A/R Aging Report (RAG) Step 2) Daily Journal Report (RDJ) Step 3) Evaluate Finance Charges Step 4) Load Statement Paper Into The Printer Step 5) A/R Statements Report (RSM) Align Statement Forms Printing Final Statements PURGING PAST DUE TRANSACTIONS Open Item Accounts Balance Forward Accounts Revolving Charge Accounts For Disputed Items When to Purge Purging Past-Due Transactions Using A/R Aging Report UNITY Workshop & Reference Manual

9 6) PURCHASING & RECEIVING TRAINING ASSISTANCE PO EXCEPTION INDICATORS Showing PO Exceptions PO Exceptions Color Scheme CREATING PURCHASE ORDERS Creating a Purchase Order Other Purchase Order Types Editing Purchase Orders Combining Unsent Purchase Orders Printing the Purchase Order Report (RPO) SENDING YOUR PURCHASE ORDER Using Network Access Using the Eagle Browser Verify Transmission RECEIVING PURCHASE ORDERS Manual Purchase Order Receiving Handling Exceptions During Receiving Adding Items to a Purchase Order During Receiving Electronic Method for Purchase Order Receiving Modify the Received Purchase Order Handling Exceptions During Receiving Adding Items to a Purchase Order During Receiving Printing Labels (Optional Step) Modify Printer Status (MPS) Printing Price Labels (RLA) Printing Bin Labels (RBL) Finalizing the Receiving Process SUPPORTING APPLICATIONS Go To Menu For Purchasing & Receiving View Inventory View Purchase Orders View Item Sales History View Item Purchase History View Open POS Documents View Quick Recall Documents Modify Vendor Record Resequence the Purchase Order Copy the Purchase Order Buyer's List View Direct Mail Relay View Market Download Relay View POS Order Details Modify Item Promotions (MIP) View Promo History Modify Tally Cross Reference (MTL) View Vendors Header Menu For Purchasing & Receiving Change Due Date on All Items UNITY Workshop & Reference Manual 9

10 Select Ship to Store Enter Special Instructions Change Receive Method Resequence P.O. (POR) Show Additional Vendor Information Change Next By to Vendor Import P.O. from Handheld Unit Posting Menu For Purchasing & Receiving Go To Line Access additional item information (Flip) Enter Header's Special Instructions Show Special Order Information Re-sequence the Purchase Order Show Additional Vendor Information Lookup SKU on All PO's Show Rain Check Quantity Information Export P.O. to a Worksheet Flip Thumbnail Receiving Menu For Purchasing & Receiving Go To Line Enter Special Instructions Access Additional Item Information (Flip) Show Special Order Information Resequence P.O. (POR) Show Additional Vendor Information Lookup SKU on All P.O. s Maintain Lot Numbers Set Will Call Location ) SUGGESTED ORDER TRAINING ASSISTANCE SUGGESTED ORDERING Order Point Calculation (ROP) Order Point Calculation Sample Suggested Order Report (RSO) Replenishment Ordering (RSO) ) UNITY REPORTS TRAINING ASSISTANCE INTRODUCTION TO UNITY REPORTS SPOOLED REPORT MAINTENANCE Features Of Spooled Report Maintenance Search/Look-Up Viewing Reports Options on the Report Viewer Saving A Report As A Text File Printing Reports: Deleting Reports Protecting A Report From Automatic Deletion Manually Deleting A Report UNITY Workshop & Reference Manual

11 ACCOUNTS RECEIVABLE REPORTS Printing A/R Statements (RSM) A/R Aging Report (RAG) A/R Terms Report (RTM) Finance Charge Report (RFC) Check Register Report (RCK) Salesperson Report (RSL) Daily Journal Report (RDJ) Sales Analysis Report (RSA) Tax Information Report (RTX) INVENTORY REPORTS Alternate Part Number Report (RAP) Create Unity Inventory Database (UCID) Build Description Index (BDI) Create Unity PO Receiving Database (UCPD) Class Sales/Purchase History Report (RCL) Item Bin Labels (RBL) Department Sales/Purchase History Report (RDE) Item Price Labels Report (RLA) Fineline Sales/Purchase History Report (RFI) Item Sales Report (RIH) Flexible Inventory Loading (RFL) Item Status Report (RIS) Inventory Update Report (RIU) Order Point Calculation (ROP) Inventory Valuation Report (RIV) Modify Promotions Report (RPD) Physical Inventory (RPI) Physical Inventory History (RPH) Price Changes (RPC) Price Book Report (RPB) Product Analysis (RPA) Promotion Item Report (RPM) Promotion Sales Report (RPS) Reduce Item File Records (SHRINK) Sales History Report (RSH) Update Promotion Price Report (RUP) Vendor Update Report (RVU) Vendors (RVE) PURCHASING & RECEIVING REPORTS Suggested Orders (RSO) Bin Labels - Purchasing (RBL) Combine Purchase Order (BPO) Order Point Calculation (ROP) Price Labels - Purchasing (RLA) Print/Fax Purchase Orders (RPO) Purchasing Information (RPP) Receipt Posting (RRP) Restocking Order Form (ROF) POINT OF SALE REPORTS Create Offline Refresh (COR) Daily Inventory Update Report (RDI) End-of-Day Sales Totals Report (RDS) Monthly Recap Report (RMR) UNITY Workshop & Reference Manual 11

12 POS Open Orders Report (ROO) POS Open Order Items (RIO) Price Exception Report (RPE) Void Transactions Report (RVT) ) PHONE TRAINING Pre-Go-Live Phone Training (1 HOUR) Pre-Go-Live - File Maintenance (1 HOUR) Pre-Go-Live - Delete All EOD, EOM & EOY Queues (2 Hours) Build DAILY Queues (Hour 1) Build WEEKLY Queues Build MONTHLY Queues (Hour 2) Build YEARLY Queues Pre-Go-Live - Purchasing & Receiving (2 HOURS) Curriculum to Cover Week 1 Of Post Go-Live (3 Hours) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Help Desk Training Calls (2 Hours) Week 2 Of Post Go-Live (3 Hours) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Help Desk Training Calls (2 Hours) Week 3 Of Post Go-Live (3 Hours) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Help Desk Training Calls (2 Hours) Week 4 Of Post Go-Live (1 Hour) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Week 5 Of Post Go-Live (1 Hour) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Week 6 Of Post Go-Live (1 Hour) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Week 7 Of Post Go-Live (1 Hour) Curriculum to Cover in Scheduled Weekly Call (1 Hour) Week 8 Of Post Go-Live (1 Hour) Curriculum to Cover in Scheduled Weekly Call (1 Hour) ) HANDHELD DEVICES TRAINING ASSISTANCE USING THE LDT/PDT WITH THE UNITY SYSTEM Unity Configuration for the LDT / PDT LDT Hardware LDT Software Eagle Browser Security Settings Create a Desktop Shortcut (Recommended) LDT Bin Label and Printer Configuration Creating a Unity Inventory Database File for the LDT Downloading the Inventory File to the LDT Creating an Order Using the LDT UNITY Workshop & Reference Manual

13 Upload the LDT Order to Unity Import LDT Order to Purchasing and Receiving LDT / PDT and the Receiving Report (RRP) Creating a Unity PO Receiving Database File for the LDT Downloading the Purchase Order File to the LDT Receiving Items Using the LDT Uploading the LDT Receiving File to Unity Finalizing the Receiving Process Creating a Price Change File for the LDT Create Unity Inventory Database File Run the Price Change Report Select the Items Whose Price has Changed Downloading the Price Change File to the LDT Applying Price Changes Finalize the Price Changes Using the LDT Management / Labels Module Uploading the LDT Management / Labels Data to Unity Viewing Your Uploaded File From Management / Labels Flexible Inventory Loading Report (RFL) Taking Inventory Counts with the LDT Uploading a LDT Inventory File to Unity Reviewing Physical Inventory Posting (PIP) Reporting Physical Inventory (RPI) Troubleshooting UCID How to Verify Your Order LDT Maintenance and Parts LDT Warranty Labels True Value Salesperson USING THE TELXON WITH THE UNITY SYSTEM Unity Configuration for the Telxon Eagle Browser Create a Desktop Shortcut (Recommended) Purchase Orders from Telxon Creating a Telxon Order Uploading a Telxon Order Import Telxon Order to Purchasing and Receiving Inventory From Telxon Taking Inventory Counts with the Telxon Uploading a Telxon Inventory Reviewing Physical Inventory Posting (PIP) Reporting Physical Inventory (RPI) ) FREQUENTLY ASKED QUESTIONS TRAINING ASSISTANCE POINT OF SALE FAQ PURCHASING & RECEIVING FAQ SUGGESTED ORDER FAQ ACCOUNTS RECEIVABLE FAQ UNITY Workshop & Reference Manual 13

14 ELECTRONIC CATALOG FAQ INVENTORY MAINTENANCE FAQ REPORTING FAQ TELECOMMUNICATIONS FAQ MISCELLANEOUS FAQ ) MANAGEMENT RESOURCES GENERAL RESOURCES Unity Support Desk Unity Support Desk: Regular Hours: Training Assistance How To Do A Manual Backup Hiding The Taskbar Using The Scheduler Security Maintenance Adding a User Record Assigning Security to a User Eagle Viewer Selecting Columns To View Saving Columns to View Loading a Saved View POINT OF SALE RESOURCES Preferences Maximizing the Point of Sale Window Setting Deposit Calculation & Minimum Deposit Amount Defaults Special Order Decisions POS Menu Options POS No Sale Menu Version POS Posting Menu SKU Entered Version POS Posting Menu Version POS Totals Menu Version Displaying a Cash Drawer Training Mode at Point of Sale Quickfind Grids Setting Up A Quickfind Grid Adding Text Items to a QuickFind Grid Adding Image Items to a QuickFind Grid QuickFind Grid Template Aligning Invoices System Acronyms List ) CONTINUING EDUCATION TRAINING ASSISTANCE Using Overview Videos QuickTips Application Training UNITY Workshop & Reference Manual

15 Job Aids Do It Yourself Training (Simulations) Quizzes Other Documentation Online Help Membersonline (MOL) Hardlines Digest True Value Market Training Regional User Meetings Web Conference Center Activant Pinnacle Technology Conference On-Site Training Phone Training ) BETWEEN CLASSROOM AND GO-LIVE REQUIRED ACTIVITIES BETWEEN CLASSROOM & GO-LIVE Unity Training System Installation Unity Pre-Conversion Training of store staff Phone Training (Activant) Two Weeks Prior To Go-Live Day Just Prior To Go-Live Day ) MASTER INDEX UNITY Workshop & Reference Manual 15

16 16 UNITY Workshop & Reference Manual