Design and Functionality Overview

Transcription

1 Software Solutions for Retail Operations Design and Functionality Overview Profile Systems Design Group, Inc. 47 West North Street Madisonville, KY Voice: System Sales 2 Software Support 3 Hardware Support 4 Training 5 Accounting 8 Dial by Name ### Direct Extension Fax: info@psdg.com Website: Build: Copyright Profile Systems Design Group, Inc.

2 Copyright Profile Systems Design Group, Inc.

3 Table of Contents Introduction to TransActPOS... 1 Applications and Design... 1 Customer Service... 1 Small Company Culture... 1 TransActPOS Software Support... 2 Technical Support Hours... 2 Automatic Program Updates... 2 Backup Services... 2 Training Services... 2 Online Help Center... 3 Video Library... 3 Remote Desktop Support... 3 TransActPOS enews... 3 TransActPOS Module Review... 4 Point of Sale... 4 Ring Sale... 4 Other Functions... 5 Accounts Receivable... 5 Customer File... 6 Payments... 6 Reverse Payment... 6 Apply Credit... 6 Reverse Credit... 6 Finance Charge... 6 Customer Statements... 7 Job Awareness... 7 Tab Invoices... 7 Quotes and Sales Orders... 8 Quotes versus Sales Orders... 8 Sales Orders... 8 SO2PO... 8 Other Functions... 9 i

4 Inventory Control... 9 Inventory Types... 9 Picture Grids Option Multiple Lookup Methods Mass Pricing Mass Item Change Stock Alert Absolute Minimum Other Functions Mercury Server Server Document Scanning Delivery Tickets Customer Information Quotes and Sales Orders Purchase Orders Electronic Catalog Data Mapping of Vendor Catalogs Vendor Catalogs Adding Items to Inventory Current Vendor Cost Retail Price Updates CrossCheckTM Equipment Rental Configuration Options Rental Inventory Rental Contract Wizard Integrated Rental Calendar Service Integration Selling Rental Items Rental Picture Grid Rental Features Wireless Inventory ii

5 Wireless Device Real-time access Adjusting inventory Retail Price Changes Viewing Sales History Creating Purchase Orders Line Buster Receiving orders Sales Order Shipments Purchase Orders Drop Ship Combine POs Block POs SO2PO Functionality Reorder Point Calculations Comp Vendor a Purchase Orders Vendor Communications Service Tickets Service Ticket Overview Bench Fee and Deposit Warranty processing Service Clock Gift Cards Internal Gift Card System External Gift Card System Gift Registry System Resources Software Setup Hardware Setup User Security TransActPOS Updates System Wide Features Third Party Integrations iii

6 Verifone Connect Margin Master BlueTarp QuickBooks Store Watcher Construction Maestro PartSmart RepeatRewards DocuSign IME Google Maps SMARTtill Cash Management Solution The Conversion Process Data Sources for Conversion Customer Information Inventory Information Customer Orders Customer Sales History Customer Accounts Receivable Electronic Signatures Purchase Orders Other Data Training and Conversion Schedule Multi- Store Overview Multi-Store Characteristics Multi-Store Applications Resilient Communications Number of Stores Number of Users within a Store Network Configurations Hosting Options Security Groups Organizational controls iv

7 Inventory Satellite Store Operations Corporate Customers Process and Data Structure Overview Account Charge Process Account Statements Customer Payments Multi-Store Definitions Monitoring Systems TransActPOS PAK Series TransActPOS Functionality List as of Build Point of Sale Payment Types Inventory Control Accounts Receivable Purchase Orders Sales Order Multi-Store Rental Module Service Tickets Information Server General Ledger 3 rd Party Payroll 3 rd Party Accounts Payable 3 rd Party Reporting Capabilities System Security Communications ACEPAK Communications DOITPAK Communications HARDWAREPAK Communications HOUSEPAK Communications TRUPAK Communications UNITEDPAK Communications v

8 Hardware Services System Prompts or Alerts TransActPOS Services Miscellaneous Functionality & Features Computers and Peripherals Servers Server Display Uninterrupted Power Supply Backup Service Point of Sale Workstations Computer Credit Card Processing Primary Displays Battery Backups Peripherals Barcode Scanners Receipt Printers Cash Drawers Cash Management Systems Label Printers Invoice Printer Document Scanner Other Workstations Receiving Desk Departmental Workstation Wireless Devices Network Components Wire Router Switches Wireless Access Points Miscellaneous Equipment vi

9 Door Counter IP Camera Generator Power Miscellaneous Consumables vii

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11 Introduction to TransActPOS The following document explains the many aspects of the TransActPOS business management application. While reading this document, which covers a variety of topics, think about how your business operates today and how implementation of some of these functionalities could change how your business operates. Applications and Design TransActPOS is a business system designed to manage your retail business. Being a modular system, select functionalities can be activated to create a management tool which is specific to your business operation. All TransActPOS installations utilize the same program code whether the installation is a single store or a multi-store installation, a straight-line hardware store or a full service home building center with outdoor power equipment shop. Since TransActPOS can be configured to operate within a variety of network configurations and retain the same core application, our customers have access to a centralized and mature code base. Customer Service Core to the culture at Profile Systems Design Group, Inc., the designer of TransActPOS, is customer service and concern for the success of each installation. Reported by an independent scoring system, the members of the TransActPOS team consistently outscore all other business systems in customer service and vendor communications. Just ask our any of our customers about our care; it is real. Small Company Culture As with most of our customers, they too are a small company. Though small, the development of new applications, responding to customer needs with automated updates and the implementation of new technologies are central to our business values. TransActPOS services customers with annual revenue from $500,000 to $10,000,000 per location. 1

12 TransActPOS Software Support Providing high quality 24/7 support is the key to your success. The Support Team at TransActPOS provides around the clock support with both phone and remote desktop support. Subscribing to the TransActPOS Maintenance Plan provides you with software updates, upgrades, patches and technical support. The maintenance plan may be billed via monthly ACH payments or a single yearly payment. Support Technical Support Hours Technical Support is available at Follow the prompts to the appropriate service desired. 24/7 Support by our trained U.S. based staff Live After-Hours Support accessed by dialing and selecting 9 when prompted. Your call will be transferred to the technician on-call. Hardware support is limited to equipment purchased from Profile Systems Design Group, Inc. Automatic Program Updates TransActPOS Updates are downloaded and installed on your system automatically. A summary of current enhancements and bug fixes are available for your review from within the system. Details of the additional features are included within the TransActPOS Help System. Backup Services Cloud Based Backup services for the TransActPOS dataset monitor by our technical support. This subscription service backs up your system after hours each evening at approximately 8:00 PM each evening 7 days a week. The backup service is monitored by our staff each morning and addresses problems as they arise. Training Services Each store receives customized training to meet their individual needs. Standardized procedures are followed to deliver the training with particular attention to how the store operates today and shows the user a path to a more efficient process within TransActPOS. Our attention to detail and the care given to our customers is reflected in our high customer satisfaction rating. We are very proud of our excellent and caring team members who support our customers. 2

13 Online Help Center The TransActPOS Online Help Center contains over 2,000 pages of indexed and searchable documentation organized by module. Additionally, training videos and How to documentation address specific process subjects. Video Library Over 200 videos provide an any-time explanation of a variety of TransActPOS topics. Many of the core processes as well as the more sophisticated subjects are addressed with the series of videos. Remote Desktop Support The TransActPOS Support Team may join you on your workstation s desktop for further assistance. During the conversation with our technical support team, the user may select the Web Support option from within TransActPOS grant secure access to their workstation for assistance. TransActPOS enews The periodic TransActPOS enews is an electronic publication which highlights various topics. Designed to help stores keep up-to-date with newly released information and common topics, this brief publication will further enhance your knowledge of the TransActPOS capabilities. At times, opinion surveys may be included to get feedback from our customers. 3

14 TransActPOS Module Review Technically, all TransActPOS installations contain the same program, a site s activation code controls which modules are turned on. This section of the document describes each module s core features. Point of Sale The Point of Sale (POS) module is a comprehensive solution for controlling the sales process. This module is the predominate module to which clerks and customers interact. Workstations may have supporting peripherals such as receipt printers, cash drawers, extended customer displays, barcode scanners, electronic signatures, credit and debit card management and security camera integration to further enhance the sales process. Point of Sale Within the point of sale transaction, a number of functions are present to streamline the sales process: Customizable Picture Grid Option Price and Quantity Matrix for items and customers Item Promotions and Sale Management Importing of Open Invoices, Sales Orders, Service Tickets, and Spreadsheets Multiple methods of item lookup Multi-layered Picture Grids Invoice and Item comments Delivery, Load and Pick Ticket Creation and Printing Access to Internal Vendor Electronic Catalogs Multiple methods of payment to include credit cards via Verifone Connect Group and User Security with process control Controlled refund processes and credit over-rides Extensive Sales Tax flexibility and reporting Complete Shift management with reconciliation Customer Job Management Ring Sale The Ring Sale is the streamlined process of entering items and determining the form of payment for the resulting invoice. Credit Card Processing TransActPOS utilizes the Verifone Connect and the Verifone MX925 device to process your credit and debit transactions within our multilane PCI Compliant application. Your current credit card processor 4

15 typically remains the same as you migrate to the Verifone Connect solution. Our support staff assists in the migration process, installation and testing of this proven service. TransActPOS includes the following payment processing capabilities from Verifone Connect: Credit, Debit and Gift Card processing for Elavon, First Data, Global, Heartland, TSYS, Vantiv, and WorldPay with EMV encryption Near Field Contact, Contactless, and Quickchip capabilities are available for select processors Immediate control over the credit card process is available to the clerk and the customer to cancel the credit card payment process Purchased item details and total price is displayed on the customer facing Verifone device during the sale process thus complying with local ordinances. Stored customer credit card information is accessible via Verifone Connect for select customers Verifone Connect with EMV Integration Verifone equipment may be purchased from Profile Systems Design Group, Inc. or leased from Verifone. In either case, a Verifone Connect connection fee per device will be required. Details of the available Verifone options will be covered within system quotes. Note: There is not an additional transaction fee associated with the Verifone Connect service. Your current processor s transaction fees remain the same and you have the ability change processors since TransActPOS is not dependent upon a specific processor. Other Functions Bad Check Maintenance Rewards Program Integrations Gift Card Integrations Layaway Management Touch Screen with on-screen keyboard Extended Customer Screen Display option Automatic ing of invoices to select customers with TransActPOS Server Online Manuals Refer to the Functionality List Section for even more features Accounts Receivable Credit Card The TransActPOS Accounts Receivable module, an accrued based accounting system, maintains customer information, account balances, contacts, pricing, customer jobs, notes, reports and many other features. Posting of payments, application of credits, payment and credit reversals, and posting finance charges are transactions made within this module. The Accounts Receivable module maintains all aspects of the customer to include the following: 5

16 Customer File Customer information is entered and maintained within the Customer File. Adding customers has never been easier with the inclusion of the Customer Add Wizard, a tool which takes the user through a stepby-step process for entering customer information. Authorized Purchasers with detailed information and the purchaser s picture Contract Pricing for specific items Product Code Based Group Matrix Pricing Multiple customer discounts methods available Job Management with taxation and contact integration Multiple recipients with job based invoices Quotes and Sales Orders Invoices with electronic signatures included within monthly customer statements Customer Statements in multiple formats: Open Invoice, Balance Forward, etc Full suite of account receivable reports with the ability to automatically reports within the scheduler Payments The payment posting process can be configured to address variability amongst store management standards. For example: Does the point of sale workstation allow the posting of a payment as a credit or should the user be allowed to distribute the payment to the applicable invoices? Stored Credit Cards TransActPOS, in conjunction with Verifone Connect, will store the customer credit card information in a PCI compliant manner for future payment processing for select accounts receivable customers. These select customer accounts are processed periodically to securely post the current customer payment utilizing their credit card information. Reverse Payment If a payment is posted either to the incorrect customer or distributed incorrectly, the user can easily reverse a payment, if they have the correct security access. A complete audit trail is generated during this process. Apply Credit This feature allows the user to apply any outstanding customer credits to open invoices, thus reducing the balance of the invoice and diminishing the value of the credit. Reverse Credit If a credit was posted incorrectly, this feature provides a step-by-step process to reverse the incorrect credit application, if the user has the appropriate security. Finance Charge This menu option generates finance charges for customer charge accounts based on set parameters. The user enters the desired settings and then clicks the Generate button to create the customers finance charge. 6

17 Customer Statements By design, TransActPOS does not require a closing process at the end of month or end of year. Likewise, the normal daily processing of transactions is not dependent upon the printing of customer statements at a specific time. Some stores choose to print their statements prior to the end of month, i.e. 25th of the month, while others choose to print their statements at the end of the month. In either case, the customer statement can be printed at any time. The system will create open invoice and balance forward statement formats with and without a supplementary detailed invoice summary report as requested by the customer. The invoice detail report does include the customer signature, purchaser name, purchase order, job name and the item detail. The customer signature can be captured with the VeriFone MX925 device or a separate electronic signature pad. Customer Statements with Invoice Details With the TransActPOS module in place, Customer Statements with Invoice Details the creation of both printed and statements is started with a single menu selection. The system will automatically address each customer s statement type and delivery. Job Awareness The Use Job option can provide an additional level of service for your customer. During the Point of Sale, Quote/Sales Orders, Service Ticket and Rental processes, the user may select the appropriate job or add jobs on the fly to accommodate the customer s requirements. A variety of job processes assist in the internal management of jobs by the store: Customer Statements with invoice detail pages organized by Job Name Posting of payments and credits filtered to a specific Job Job Summary Report presents the total price and quantities of purchases Reassignment of job names to assigned invoices at any time Jobs with taxation, available credit and specific recipient awareness Blanket purchase orders with credit limits by job Tab Invoices Some customers frequent your store multiple times a day creating several small invoices. The customer s accounts payable department does not want to post every invoice containing the small purchases. The TransActPOS Tab Invoice 7

18 feature resolves this issue. The customer s account may be configured to accumulate these small invoices during the normal course of business and then consolidate the selected invoices into a single invoice. The Tab Invoice feature does allow the user to select invoices based upon their assigned jobs, Refer to the Functionality List Section for even more features Quotes and Sales Orders The Quote and Sales Orders modules manage the process of providing customers with a price quote for selected items and ultimately invoicing the customer for the products purchased. Depending upon the circumstance, a Sales Order may be created directly; the creation of a quote is not the required first step. Special Orders As a special order item is entered into the Quote/Sales Order, the user has the ability to enter description, quantity, price, cost, and vendor specific information which will be used to create the related purchase order. With the exact vendor, model and cost indicated within the quote/sales order detail line, creating the supporting purchase order is done directly within the sales order module. Quotes versus Sales Orders A Quote is a precursor to a Sales Order and does not indicate an allocated value for the inventory item. In turn, a Sales Order will create an allocation value and impact the required order quantity indicated during the reorder process. An item s Available Quantity is the result of the on-hand quantity less the current allocated value. The sales clerk will be alerted if the desired sales quantity exceeds the Available Quantity indicated within the system. Special Order Management Sales Orders Once the quote has been accepted by the customer, it is converted to a Sales Order within the Modify Sales Order screen option. At this point all items indicated within the sales order are now seen as allocations and impact the relative Available Quantities. During the reorder process, the allocation values will be included in the calculations which determine the purchase order process. SO2PO The SO2PO (Sales Order to Purchase Order) process streamlines the creation of the purchase order(s) from within a sales order. SO2PO was developed to allow the sales staff to create a customer quote documenting within the detail line of the quote the full description, price, cost, the selected vendor and the vendor part number. When the quote is converted to a sales order, the user simply selects items to be placed on a purchase order from within a selection screen. The resulting purchase order(s) is then communicated to the vendor. This process eliminates the need of tracking down the information about the intended products to be sold; which may be located within a stack of paper on the sales desk. 8

19 Within the sales order, the system indicates the related purchase order number. System tracking reports the detailed status of each sales order and its related purchase order determining if any orders have been missed. Receiving of the purchase order updates the related sales order as to the received item status. Other Functions Creation of Purchase Order(s) from within a specific Sales Order Deposit Management with the option for additional payments Printing of modifiable Sold Tags to be attached to items which have been allocated for special orders Quotes and sales orders may be copied thus reducing the time to create repeat orders or similar order for other customers. Modification of quote, sales order and invoice forms to include item pictures and special instructions ing of quotes, sales orders and related purchase orders Automatic PDF version tracking of quotes and sales orders is present within the system Refer to the Functionality List Section for even more features Inventory Control Zebra Desktop Label Printer The TransActPOS system is based upon a weighted average cost accounting yet provides inventory valuation and class sales reporting on either an average cost or current replacement cost basis. The Inventory Control module manages all aspects of the products sold within your operation. The ability of the application to address your specific needs is exemplified within the following listing of features: Perpetual Inventory Serialized inventory Lumber management Departmental sales Special orders Rounding tables Customer assigned item numbers Desired Gross Profit Percentage Price and Quantity Matrixes Customer contract pricing Item taxation Average weighted cost inventory Inventory Types The following items types are available within the inventory control module: Stock Items provide tracking of current on-hand levels and average weighted cost of stocked items within the store. Non-Stock Items are typically labor and general departmental items which do not require a perpetual inventory level. An associated cost can be calculated at the time of the transaction, if the Variable Cost option is selected for the item. Non-Stock Inventory Management 9

20 Rental Items are maintained within the TransActPOS Inventory Control module and include the additional rate tables and assorted support fields. Coupon Items can be created to have specific discount effects during the sales transaction. Fee Items are utilized to assess charges or fees for specific items being sold. Use of a fee is exemplified within the PaintCare recycling program adopted by an increasing number of states. A specific fee item can be associated to a product which will automatically be added to the invoice and automatically adjust as the quantity sold is changed. Reports further support the tracking of the fee item activity. Kit Items is reserved to assign a single price to a group of inventory items. The number of available kits is based upon the availability of the SKUs contained within the kit. Comment Items are used to insert lines of descriptions within various documents as required. The comments may be predetermined to allow easy selection. Comment Items can be associated to items or entered separately into invoices, quotes, sales orders or purchase orders and do not contain any monetary or quantity value. Finance Charge Item is utilized during the statement process. Stock items may be further defined with one of seven matrix types as follows: Serialized Stock inventory is maintained within the TransActPOS system and provides multiple points of serial number entry depending upon the desired management style. Normally the serial number is entered into the system during the receiving process but can be delayed until the sales process. Serialized inventory may be assigned to a Floor Plan program to help comply with vendor audits. The system can be configured to gather customer information for all serialized sales to assist with warranty registration processes. Cut Pieces or Tally Items allow the user to enter the desired lengths of a specific item as the item is entered into either the point of sale, quote, or sales order screen. Within the resulting invoice, sales order and/or purchase order, the total of the accumulated lengths is indicated along with the individual lengths and the quantities of each length. The Board Foot (MBF) designation is further defined by one of four material types: Dimensional, Hardwood, Plywood & Wallboard and Siding. Each material type requires the entry of dimensional information so the system can calculate the item s volume. The current replacement cost can be entered with a single click resulting in an automatically generated retail price based upon a desire margin. The resulting new retail or actual replacement Gross Profit % may be further modified to get the desired results. The Square Foot (SQF) designation is similar to the Board Foot designation which allows the user to indicate the material type and specific measurement information. Weight Items will prompt for the Gross Weight and the Tare Weight to automatically calculate the Net Weight of the product being sold. Distinct Items are not summarized within the invoice, quote or sales order, if the Summarized like Items option within Company Setup is active. Serialized Inventory Management Lumber Management 10

21 Picture Grids Option The adage of a picture is worth a thousand words certainly holds true in the point of sale process. The TransActPOS Picture Grid allows clerks to quickly select items during the point of sale process with a simple tap of the screen or click of the mouse. This multilayered grid can identify groups of items Bagged Products which may have a sub-group of Assorted Soils. Picture Grids with Unlimited Layers The addition of a touch screen, though not required, can simplify the selection of the designated items. Multiple Lookup Methods The product s UPC is typically the default method of item lookup and certainly is the fastest method. Within an item s Lookup screen, unlimited (100s) additional lookup methods may be referenced for the item. Primary UPC Code Secondary UPC Codes Substitute item numbers Manufacturer number Picture Grids for Merchandise Picture Grids for Rental items Primary Vendor number Secondary Vendor(s) number Item Location and alternatives Description Partial Description Fine Line Price Books Mass Pricing Mass Pricing is a tool enabling the user to alter the price (or cost) of a group of items by either a fixed amount or a percentage. Mass Item Change Mass Item Change is similar to the Mass Pricing tool, but you are changing specific information about a group of items. For example, if a class of items is being changed to a different class, you can select all items in the old class, omit items if required and then change them to the new class number with the click of a button. Stock Alert On each item in the Inventory File, there is a check box for Stock Alert. If this is checked for an item, whenever the item s on-hand level is below the minimum stock level, TransActPOS can alert you to this. 11

22 Absolute Minimum Inventory Control has the ability to calculate the new minimum or order point for your items based upon a variety of selectable calculations. Absolute Minimum overrides the calculated minimum during reorders and allows the system to substitute a monthly minimum. Other Functions Limited sales by Age or Day of Week restricts the sale of selected items Label Printing to a customizable form directed to either a laser printer or dedicated label printer. Options for wireless belt printers are available with addition of the TransActPOS Wireless application. Customer Assigned Item Numbers allows the store to print on the customer s invoice a customer familiar number and does not compromise the integrity of your data. Delivery Tickets allow the user to enter specific delivery Customizable Bin Labels information and schedule customer deliveries. Load tickets direct the loading team to assist the customer with those bulky warehouse items. Load tickets can be automatically printed at the point of sale and the warehouse simultaneously. The Load ticket printed in the warehouse allows the warehouse staff the opportunity to collect the materials prior to the customer arriving in the loading area. Associated Items can be assigned to items which may have other components which may be missed during the sale Detailed Item History for multiple years is accessible from a variety of avenues Refer to the Functionality List Section for even more features Mercury Server The TransActPOS Mercury Server is a background application responsible for the automatic processing of assigned tasks. Automatic TransActPOS program updates, scheduled reports and other custom applications are controlled by this application. Mercury Server is present in all TransActPOS systems. Server The TransActPOS Server module was developed to deliver invoices to the customer s accounts payable department upon invoice creation. The immediate delivery of electronic invoices can reduce the average numbers of days in which payments were made the original intent of the module. ing of Invoices 12

23 Certainly a secondary effect of ing customer invoices and monthly statements is the definite reduction in postage, materials and time expenses. ing of Quotes, Sales Orders, Purchase Orders and Rental Reservations, Rental Contracts are also included within this optional module. Output Scheduled Reports can be automatically created and sent to the designated recipients found within the user listing. This feature includes the ability to send to Apple phones which will convert text messages to speech when using the appropriate accessibility settings within the IOS. Document Scanning The TransActPOS Document Scan module utilizes the low cost Epson Workforce scanner to attach documents to Customer Accounts, Quotes, Sales Orders and Purchase Orders. Within the Activities option of the select modules, the scanned document is accessible for future reference. Delivery Tickets Automated scanning and sorting of signed delivery tickets Automated scanning of delivery ticket and assignment to invoice Place multiple delivery tickets in the scanner s bin and the system automatically scans and attaches the document to the original invoice Batch processing of delivery tickets Reprint of scanned documents Customer Information Customer File scanned documents Centralized customer documents certificates, contracts, etc Quotes and Sales Orders Supporting project documents Signed quotes for project acceptance Purchase Orders Original RFQ documents received from vendor Packing slips Receiving documents Documents scanned to Activities 13

24 Electronic Catalog The TransActPOS Electronic Catalog is the repository for vendor catalogs of available products. Maintained apart from the store s inventory, the Electronic Catalog is a repository from which products can be automatically added to your inventory from a variety of points depending upon your system s configuration. With an understanding of how to import catalogs, this single feature can make a significant difference in how you manage your inventory s retail price and cost. Electronic Catalog Data Mapping of Vendor Catalogs The Electronic Catalog system is not reserved for IOR communicating vendors but any vendor who can provide you with a spreadsheet or CSV (Comma Separated Values) file. The mapping utility empowers the user to align incoming data to the electronic catalog field structure. The desired minimum item details should include the vendor item number, item description, UPC, retail price, cost and unit of measure as it relates to the retail price and cost. Import file mapping utility Vendor Catalogs The content of the Electronic Catalog is based upon the importing of data from the selected vendors listing of distributed products. The TransActPOS Electronic Catalog is capable of storing several million records of vendor inventory information. Approximately 50 different vendor catalog formats are built-in and available for no additional cost. In addition, a spreadsheet import utility allows you to map data to the electronic catalog structure thus allowing you access to unlimited sources of columnar data (CSV and Excel Spreadsheets). In the Inventory Control module, you can search the catalogs on your system for item information from the vendors. Upon locating the item, selecting the Add button enters the item into the inventory of your store. Additional uses of the electronic catalog include referencing the replacement cost during the creation of a purchase order and updating of your inventory s retail price with the vendor/manufacturer s revised retail price. Adding Items to Inventory Streamlined addition of inventory to your system is one of the key components of the Electronic Catalog. Selected Electronic Catalog Additions Once an item is located within the electronic catalog by a variety of methods, the user may select the Add button to have the item added to the inventory file within seconds. 14

25 Point of Sale Auto-Add With the appropriate system settings, a scanned item s UPC is not found within the inventory, the system will automatically attempt to locate the item within the electronic catalog. If the item is found, it will be automatically added to the inventory on the fly without interruption. The clerk will see a split second message as to the posting and then the system will post the item to the invoice at the stated retail price from the catalog. Purchase Order Auto-Add While creating a purchase order, the user may choose to add new items from the vendor. The purchase order auto-add option will automatically add items to inventory if the vendor part number entered is found within the vendor s electronic catalog. Wireless Auto-Add Within the TransActPOS Wireless application, a variety of inventory related processes are available which will automatically add items to inventory as the UPC is scanned. Again using the electronic catalog as the source of data, the system will automatically append items to the inventory if the UPC is not located and the UPC is present within the electronic catalog. Reporting within the system allows management to review the recent inventory additions and an inventory combine utility allows for the merging of all related data if duplicate items are determined. Current Vendor Cost When an item is placed within a purchase order, the electronic catalog s cost will be used as the replacement cost, if an electronic catalog reference is available for the selected vendor. Since the TransActPOS is based upon an average weighted cost calculation, the purchase order s current cost will be used to determine the new cost of the inventory upon receipt. Retail Price Updates The Ecatalog Price Control (EPC) utility is a powerful tool which streamlines the process of updating your inventory s retail price. Whether the price update is based upon the weekly ecatalog update from a communicating vendor or the manual spreadsheet file update from other vendors, EPC allows the user to update their new retail prices and print new labels. CrossCheckTM CrossCheckTM automatically creates, for each inventory item, the available electronic vendor relationships the primary and secondary vendor(s) relationships. An item may have an unlimited number of related vendor numbers. Refer to the Functionality List Section for even more features 15

26 Equipment Rental A fully integrated "rent and return" system includes scheduling, billing, and return of equipment. The rental module streamlines the process of creating rental contracts. With TransActPOS Service installed, the system can automatically schedule a service ticket for equipment before the unit is returned to the rental stock. Configuration Options Similar in design as the point of sale screens, the rental module is also configurable. Some stores prefer to get the scheduled time prior to selecting the rental item while others will address the scheduled time after the rental item is selected. The point is that each business is unique in the process used during the sales process. TransActPOS can help address this issue with a modifiable configuration found within the System > Company Setup module. Typically, a selectable option will address most issues a store may have regarding their unique process. Equipment Rental Rental Inventory The Inventory File in TransActPOS has an item type of Rental that automatically makes the item available for renting. Rental pricing can be established at varying time intervals, including Overnight, Weekend, and Holiday which are within the Company Setup. Other options include Deposits, Cleaning Fees, Damage Waivers, and Turn Around time. Rental Contract Wizard The creation of a rental contract is based upon a 5 step selection process which guides the user to a reservation or a rental contract. Upon checking out the selected rental equipment, the system will create the customer invoice. Upon return of the rental items, the system can recalculate the applicable rental rates based upon the preferences of the store management. Integrated Rental Calendar The Rental Calendar was designed based on our collaborative relationship with our customers and our continuous improvement objectives. Today, the system allows the clerk to immediately see the scheduled activity for the selected item from any of the TransActPOS workstations within the network. Rental Calendar with Schedule Awareness 16

27 Service Integration If the TransActPOS Service module is present, upon return of selected rental equipment to the store, a service ticket can be automatically created for the equipment. The service department then has a service ticket document to perform the desired review processes before the unit is put back into the rental inventory. Upon completion of the service ticket the unit is ready for rental. During the time that the rental equipment is on a service ticket, the integrated rental calendar shows the unit to be unavailable for the allotted time period. Selling Rental Items Within the Manager Screen menu of the Point of Sale module, you may sell rental inventory when the opportunity arises. Clicking on this option, the clerk will enter the rental item to be sold. The system will remove this item from the rental inventory and sell the item within a specific SKU. Rental Picture Grid The Rental Picture Grid allows the user to select items from a customizable grid structure. Rental Features Integrated rental system developed by TransActPOS Hourly, 4 hours, 8 hours, day, week, month, holiday, overnight, weekend and hour meter rates Supports both serialized (i.e. Hammer Drill) and nonserialized (i.e. Scaffolding) rental equipment The Rental Calendar allows the user to view an item s future reservations. Initialization of reservations and contracts can be started from the Rental Calendar screen. Timing of deposits and invoices modifiable to meet your business practices Integration into TransActPOS Service to allow tracking of return maintenance processes and return on investment calculations Engine hours included with regular rate setup, if required for selected rental unit Tracks multiple rental equipment check-ins and check-outs within a single contract Modifiable rental contract forms which can be configured to print to pre-printed or plain paper. Send us the details of your current rental contract and we will be happy to review the required form modifications. Invoice creation or payment at check-out, contract change or check-in ing of rental reservations and contracts Refer to the Functionality List Section for even more features Wireless Inventory Picture Grid for Rental Items The TransActPOS Wireless module provides a streamlined utility used within the store aisle to manage inventory. With similar access as the desktop application to the Inventory File, the TransActPOS Wireless application provides the following: Wireless 17

28 Wireless Device Cipherlab is the preferred manufacturer of wireless devices for use with the TransActPOS Wireless. The wireless device utilizes a remote desktop connection to either a Windows workstation or a session on a Windows Server with installed remote desktop licenses. Real-time access Real-time information allows for quick and accurate decision making. Adjusting inventory Inventory issues, receipts and cycle counts can be performed from within the wireless module. This streamlined process allows the user to adjust inventory in a very efficient process. The cycle count is based upon a three-step management process: 1) Management creates a job which defines the area of inventory to be counted. 2) The user selects the job and then scans and counts the items within the designated area. 3) Management reviews the count within the system adjusting postings as required and then posts the job to the system. After the cycle count is completed, the system will report items which were missed during the cycle count for a specific location and will automatically adjust the non-scanned items on-hand to zero and/or mark items as non-sellable based upon directives. Retail Price Changes With the ability to view the electronic catalog for retail price reference, access to sales history and current margins, the retail price of an item can be modified and a new price label can be printed from the store aisle. With the addition of a wireless belt label printer, the user can apply an immediate change to the bin label. The wireless application can be placed into a scan and update price mode to streamline the updating of bin labels. Some stores will refresh the bin labels and update their retail prices with this option. Additionally, location code for the item may be updated automatically with the selection of the update location option during this relabeling process. Cipherlab All-In-One Wireless Scanner Citizen Wireless Barcode Printer Viewing Sales History The clerk has access to the scanned item s inventory information to include the multi-year sales history. Creating Purchase Orders Many stores choose to walk the aisle and scan selected items to create their merchandise reorders. The wireless module will create multiple pre-purchase orders based upon the scanned item s primary vendor. The resulting pre-purchase orders are then reviewed and converted to purchase orders prior to 18

29 submission to the vendor. Within the Purchase Order module, purchase orders within the same vendor may be combined. Line Buster The Line Buster feature allows the user to pre-scan a customer s shopping cart and then assign a Line Buster card number to the group of items. When the customer arrives at the point of sale, the clerk scans the Line Buster card to import the cart contents thus reducing the time to check-out. The normal edit, add, delete and modify options are available to the clerk during the point of sale process. A simple paper label can be created from within the system or a custom line buster 30-mil card can be created for your store by our custom printing services. Multiple Use Line Buster Card Receiving orders IOR Receipt Processing is the wireless version of the inventory receiving process IOR communicating stores. From the wireless unit, the vendor s electronic invoice is selected and then the user scans the individual items received within the order. Over and short reporting reveals any discrepancies within the shipment. The scanned quantities are then posted to the system and tracking within the adjustments report per item. Sales Order Shipments Some locations utilize the Sales Order Shipment option to process items as the delivery truck is being loaded. The user selected the sales order being loaded and then scans the item s barcode and indicates the quantity being shipped. This activity results in an invoice being made and the ing of the invoice, if the module is installed. Refer to the Functionality List Section for even more features Purchase Orders The Purchase Order module manages the ordering of replacement and new inventory items into the inventory Control module. Purchase orders can be created with the wireless application by scanning and then entering the desired quantity. As with the recommended reorder report, the system creates an editable purchase order prior to finalization for the selected vendor. Drop Ship The ability to Drop Ship orders to customers has never been easier. By default, your store s address and information are entered into the Ship To field of purchase orders. Changing this ship to address and entering shipping information, the package carrier and order type, the package will ship directly to the customer from the vendor. 19

30 Combine POs TransActPOS offers the ability to combine two purchase orders. This is helpful if you accidentally created two that could have been put on a single order. The Combine PO screen is straight forward and combines purchase orders in a matter of moments. Block POs If an employee works on the road and doesn t have access to the TransActPOS system, Block purchase orders can be created for future use. A Block PO is a blank purchase order that can be referenced when making a vendor purchase. Within TransActPOS Purchase Orders, the block purchase order can then be updated as to the applied vendor and related item details at a later time. Once the block purchase order has been updated, the document is processed as normal. SO2PO Functionality The Sales Order to Purchase Order (SO2PO) functionality allows the user to create the supporting purchase order(s) from within the originating sales order. Typically, the sales order originated from the creation of a quote which contained specific information regarding the vendor, vendor item number and cost. The resulting purchase order(s) contains the associated sales order information for reference. Reorder Point Calculations Utilities within Inventory Maintenance support the recalculation of order minimums based upon variety of factors. With the order points in place, the Recommended Reorder report assists in the creation of the purchase order for the selected items. Comp Vendor a Purchase Orders After creating your purchase order, selecting the Comp PO option will compare the cost of the items from the vendor cited within the purchase order to a selected vendor from whom the item(s) are available. The Comp Screen allows the user to split a purchase order into two based on the cost differences and total savings. The vendor overhead and shipping costs are calculated into the comparison based upon each vendor s setup. The user has complete control of the final division of the original purchase order. Refer to the Functionality List Section for even more features Reorders Vendor Communications The application Inventory Order and Receipt module (IOR) manages multiple aspects of the vendor merchant relationship from maintenance of the associated electronic catalog to downloading invoices and sales promotions. The enhanced communication with the following vendors provides a competitive advantage for your store. Options like one button receipt of truck invoices or a scanned procedure confirming each line allows you to control how you decide to process your orders. With the ability to order product, track back orders, update prices and receive orders, you will save time and money. 20

31 ACE Hardware TransActPOS provides ACE Hardware store locations with the following functionalities: Warehouse Invoice Download and processing Item Maintenance Event Updates UPC Maintenance Vendor Information Price Changes Uploading purchase orders Do it Best TransActPOS is a Level 1 POS Vendor and provides a fully compliant communications module supporting your relationship with Do it Best. Scheduled events automatically update your system based upon the most current information from Do it Best in the following areas. Warehouse Invoices Price Changes Vendor Direct Invoices Do it Best Statements Promotions Product Classification Item Maintenance Warehouse Quantities Catalog updates Uploading purchase orders Uploading store sales information Promotion Order Confirmation Drop Ship Order Confirmation True Value Company TransActPOS is a Gold Level Software Vendor fully integrated with True Value Company via the Afaria high speed internet communications. On a nightly basis, the TransActPOS system communicates with the True Value Company system to update and maintain your system with the most current inventory data. The following areas are maintained within the inventory system: Variable Price File Vendor Information MRI Invoice File Retail Fine Lines EDI Invoices Warehouse inventory balances Item Maintenance Uploading purchase orders Item Images IME Integration Event Updates UPC Maintenance House Hasson Easy access to data is provided by the FTP communications with the House Hasson servers and provides the following information. Invoices Price Changes Promotional Prices Item Maintenance Uploading purchase orders 21

32 Orgill Whether Orgill is your primary vendor or a strong secondary vendor, TransActPOS will maintain the following information via direct internet communications. TransActPOS is a Preferred POS Vendor. Invoices Item Maintenance Price Changes Uploading purchase orders Promotional Prices United Hardware The certified communications with United Hardware provides stores with the most current data for within the following areas: Invoices Price Changes Promotional Prices Item Maintenance Uploading purchase orders Service Tickets The Service module is designed to aid in the processing of repair services. Recording billable versus used parts, indicating multiple serial numbers per unit, and detailed service notes are just a few of the features. In addition, warranty tracking is included with this module, creating individualized billing to the appropriate warranty claim party. Real-time links are provided for various PartSmart functions, creating a seamless link between the parts diagram, inventory, and the service ticket. Service Department Management Service Ticket Overview Much like purchase orders and sales orders, a service ticket contains two tabs. The Main tab displays general information about the service ticket to include customer information, the description of work to be done, services performed, directions, and warranty related information Service Tickets The Detail tab contains a Ring Sale style screen into which inventory items can be entered. For example, if you use a spark plug to service a lawn mower, the spark plug would be entered on the Detail tab and taken out of inventory at that moment. If the service ticket includes a warranty notification, as an item is entered into the service ticket, the user will direct the billing to the customer or one of the indicated warranty agents. The management of the inventory is of significance since the on-hand quantity is adjusted as the item is placed into the service ticket allowing reorder reports to be more accurate. 22

33 Bench Fee and Deposit Many service departments require a bench fee or deposit before an estimate or service is performed. Posting a deposit within the service ticket creates a credit within the service ticket which can be applied to services rendered. The user may add additional deposit dollars to the service ticket based upon the store s required security deposit. Deposit dollars may also be returned to the customer as required. Warranty processing As mentioned above, warranty tracking streamlines repair services which include warranty parts and labor. Since the service ticket separates a unit into the main and engine components, separate warranty postings can be made to the responsible party. Note: Typically, the reimbursement from the warranty agent is in the form of a credit on your monthly statement. TransActPOS manages application of this credit payment by utilizing the Non-Cash payment type thus allowing for correct reconciliation of the cash drawer. Warranty Billing Management Service Clock The Service Clock allows service persons to log in and log time on selected service tickets while they perform the work assigned. This is a great way to monitor how much actual time is spent per ticket and how much to bill the customer for the work performed. Refer to the Functionality List Section for even more features Gift Cards The Gift Card module supports two different gift card types: Internal and External Internal Gift Card System Definitions: Gift Card refers to a preprinted 30mil plastic card Gift Certificate refers to a paper based document printed on your page printer on demand Sample Gift Card Internal Gift Cards and Certificates created within TransActPOS have distinct advantages over nationally branded gift cards. No transaction fees Redemption of gift cards and certificates limited to your store Purchase history of transactions Alternate uses such as Heating Assistance billing 23

34 External Gift Card System The External Gift Card option refers to vendor branded cards like to Do it Best Gift Cards, True Value Gift Cards and Repeat Rewards Gift Cards which are by their respective processors. TransActPOS and Verifone are capable of processing these gift card transactions. The purchase of a gift card and payment processing of the gift cards align with the normal flow of the sale and payment transactions. Gift Registry Gift Registry allows recipients to create a gift registry for that special occasion. The Gift Registry system will track purchases made at the point of sale and indicate the gift giver. Reports present the current status of the gift registry and creates a giver list for the recipient thank you notes. This integrated system provides a unique revenue stream not typically associated with the hardware store industry. Registrants may utilize a Symbol 1504 scanner for batch based collection of items for their wish list. The resulting list is then downloaded to the registry and may be further edited if required. If the TransActPOS Wireless module is installed and a Cipherlab or like wireless is available, the gift registry item scanning process includes the viewing of the items selected in real-time. Gift Registry Upon arrival to the store, a gift registry may be printed for the purchaser indicating the status of the desired items. During the sale process, the clerk scans the barcode registry to associate the invoiced items to the registry. A listing of gifts and from whom the gifts were received can assist in the writing of thank you notes for the individual and is an appreciated service provided by the store. TransActPOS assists in the management of the product returns and exchanges by sourcing the return via the original giver name. Gift receipts can be included with the gift automatically. System Resources System Resources enables the core setup options for TransActPOS to include the following areas: Company Setup Workstation Setup Form and Label editing Time Clock Maintenance and Reporting User and Group Security System Reporting Scheduled Nightly Reports TransActPOS Updates Software Setup Within the Systems module is the Company Setup. This is where the settings for the TransActPOS program are maintained and altered. These options can change little things like adding/removing certain 24

35 prompts to changing and even adding new functions like the Enhanced Sales Order form and creating Quotes from Ring Sale. Your installation can be configured based upon over 350 optional setting location within the Company Setup and Workstation Settings. Hardware Setup Within the Systems module is a button that simply says Workstation. This allows you to setup your workstation to work with TransActPOS. Options included are establishing printers for various tasks and enabling certain devices to function properly with the TransActPOS application. User Security TransActPOS allows you to allow and restrict access to certain functions of the program through the means of users and user groups. Within User Security, you can restrict the cashier groups from performing managerial tasks while allowing the manager groups access to other parts of the program. TransActPOS Updates System updates are automatically delivered and applied to your system via the TransActPOS Mercury Server application. The user will be prompted to exit TransActPOS and then return to the application. This simple step completes the update process. System Wide Features Report Drill Down Once a report is generated and previewed, many reports contain imbedded hyperlinks which allow access to additional detailed information. A single report will support multiple drill down selections. For instance, while viewing a summarized invoice listing report, selecting the hyperlinked invoice number, the system will present the details of the invoice. While within the selected invoice details, selecting a hyperlinked item number, the related item information screen will appear. Additionally, all reports are text searchable with the find button and multiple output types are available. 25

36 DataView The DataView feature provides the user with the ability to sort and filter reports results. Additionally, the resulting columnar data set can be exported to Microsoft Excel or a CSV (Comma Separate Values) file. Messenger Staying in contact with employees is critical to providing a high level of customer service. TransActPOS Messenger allows users to send a message between individuals for immediate delivery. Scheduled delivery of messages, screen captures and scheduled reports can be presented within the resulting activities list. Messages may be broadcast to all team members or directed to selected user(s). Report Favorites The group of TransActPOS modules contain over 300 reports. Within most reports, a variety of options change the date range, the reported detail and scope of the report. Rather than choosing the settings each time the report is desired, the Report Favorites feature allows the user to save the relative settings and then Load the report from the Report Favorites or from within the selected report Favorites option. Delivered Scheduled Reports Working in conjunction with the Report Favorites feature, the Scheduled Reports feature will the selected Report Favorite report selection to the user(s) at selected time(s) and day schedule. Options are available to utilize iphone Accessibility and have the report read to the recipient. 26

37 Third Party Integrations Verifone Connect Verifone Connect is a secure and fully integrated product with a host of features including payment services and estate management. The TransActPOS integration with Verifone Connect is based upon our direct communications with the development staff at Verifone. TransActPOS does not use a third party for its Verifone Connect solution. Verifone Connect is a secure and fully integrated global product with a host of features including payment services, estate management, business solutions with merchant and consumer-facing apps, and the ability to easily purchase connect solutions. Margin Master Credit Cards Margin Master is, a computer program created by Retail Soft, analyzes your current pricing using information such as product velocity, sales history, current pricing, and more. Margin Master is able to quickly analyze and identify areas that may have potential for margin improvement. Once you have decided the areas to improve, Margin Master will provide you with feedback of the potential improvement to your bottom line profit. Your actual profit improvement is given to you in a simple format showing annual impact, monthly impact, as well as the number of price increases, price decreases, the average price change, and the change in your inventory value at full retail. TransActPOS will export to the Margin Master application to required data and then import the retail price changes printing price labels and updating retail prices. BlueTarp Customized B2B credit management programs that grow and protect your business. Get paid up front, protect yourself from risk, and grow your sales with larger lines and longer terms. Integration with TransActPOS makes a BlueTarp transparent and automatic. 27

38 QuickBooks TransActPOS will report general ledger activity and provide this information to QuickBooks by utilizing the TAPOS2QB Posting Utility. The process of releasing general ledger information is a two-step process: Step 1 Within TransActPOS Select GL Release Step 2 Within TAPOS2QB Select Post Important note: TransActPOS does not post customer or inventory information to QuickBooks. TransActPOS only posts general ledger information as a journal entry. Detailed reporting of transactions is left up to TransActPOS. Store Watcher Integrated into the TransActPOS network, the Store Watcher system superimposes the transaction information directly into video archives creating text searchable recordings. Construction Maestro Create detailed building plans and quotes for your deck and pole construction projects. Exporting of data directly to TransActPOS completes the sales cycle with management of materials and billing. PartSmart PartSmart is ARI s premier parts lookup solution. It provides the fastest way to find the right part the first time. The TransActPOS communicates with PartSmart electronic parts catalog ensuring your parts department can quickly and accurately answer customer questions in an environment that integrates with our business system. RepeatRewards TransActPOS integrates with subscribers of Repeat Rewards of gift cards and frequent buyer programs. With an active Repeat Rewards account, stores may create and process gift cards and in real-time within both single store or multi-store environments. Customers may utilize RepeatRewards gift cards within any of your store locations. RepeatRewards is a full service, omni-channel marketing provider focused on giving businesses of all sizes the tools they need for success in their industry. 28

39 DocuSign DocuSign is a subscription service which speeds every step of the sales process from opportunity to cash. Use DocuSign for quotes and sales order to streamline the distribution and signing process. The easy to use interface allows customers to quickly response to request for signature and other information in a secure mobile format. IME Developed by Group CBF, IME is a retail pricing application which incorporates the web in helping you make your retail price changes. TransActPOS will export select portions of your inventory providing IME with the information to calculate the best retail price for your local market. Upon completion, the new retail prices are imported and new price tags printed from within TransActPOS. Google Maps The Map button, found within TransActPOS Account Receivable > Customer File, allows the user to locate the customer site within Google Maps. Further development of this feature will be based upon the user community response to this integration. We look forward to hearing back! SMARTtill Cash Management Solution The SMARTtill Solution is a new revolution in cash management, enabling retailers to reduce cash losses, reduce the cost of cash handling, and improve in-store productivity. The SMARTtill Solution is an innovative cash management system suitable wherever cash is transacted. It offers benefits at the POS and across an entire enterprise in: Operations, Loss Prevention, Treasury, and data analytics. SMARTtill Cash Management Solution The SMARTtill Solution tracks all cash movements without service interruptions. It identifies and flags errors by shift, time, cashier and transaction allowing you to save up to 30 minutes per POS per day on cash counts. Reduce the time spent on managing cash and cash loss investigation. 29

40 The Conversion Process Data Sources for Conversion The conversion process can vary widely based upon the available data set from your present accounting system. Several conversion utilities have been developed by TransActPOS to transfer data from the existing systems to the TransActPOS dataset. The goal of the conversion process is to transfer all possible data to the new system and not require any additional posting activity by the store. TransActPOS Multi-Vert, an application developed by Profile Systems Design Group, Inc., converts the following systems to a TransActPOS dataset: CS2000, Eagle4 Windows, Legacy, Unity, Eagle Vision, QuickBooks, CyberBOS, Cruise, DAC Easy, RODS, Power Soft, POS Systems, RockSolid, RockSolid MAX, PacSoft, Paladin, RBS, Activant, Epicor and other systems. If your store does not have a computer system currently, TransActPOS does have the ability to load items automatically into the inventory during point of sale activities, purchase order creation and electronic order confirmations from IOR vendors. This core functionality is based upon the TransActPOS Electronic Catalog feature. In short, a vendor s inventory offering can be imported by you into the Electronic Catalog and used as the source of details when adding items into the TransActPOS inventory. Additionally, processing a physical inventory within the TransActPOS Wireless application will automatically add items to your inventory. As you can see, a number of utilities are present to assist with establishing your inventory quickly and accurately. Data conversion processes are typically performed on-site via a remote connection to a system within our computer network and is completed within a few hours. A detailed discussion regarding your store s data will clarify specifically the data which will be extracted from the system. The following is an example of a standard data conversion. Customer Information Address data Contacts Taxation Terms Phone number Fax number Statement type invoice customer Inventory Information SKU Description Taxation Type of inventory Price Cost Product Code statement customer Customer Job(s) Name and address information Customer Job Taxation information Birth Date Customer open invoices Loyalty Club membership information Quantity Code Purchase Unit of Measure Stocking unit of measure MSU Code Lumber types and dimensions Tally Item status Cut Sheet equivalent Delivery ticket item 30

41 On-hand quantity Allocated quantity sales orders On Order quantity purchase orders UPC codes Vendor part numbers Manufacturer Manufacturer item number 24-month item level sales Customer Orders Open Customer Orders to include Estimate, Quotes, Orders and Special Orders with item level detail and deposit activity. Customer Sales History Detailed Customer Invoice History is not available on all conversions due to the limitations of reporting of the existing system. If invoice level details are available, the conversion process can include this information. Customer Accounts Receivable The majority of systems have the ability to export the current open invoices for a customer s account to include the invoice number, invoice date, due date, purchase order number, job name, original invoice amount, and current invoice balance. Electronic Signatures Electronic Signatures, if available, are typically transferred during the conversion process. Purchase Orders Open Purchase Orders by vendor with current item level detail to include posted receiving activity. Other Data Other desired files for conversion are: Sales Tax, Customer Terms, Class/Department, MSU Code, Units of Measure and User List. If this information is not directly available for export, these values will be entered manually. Training and Conversion Schedule The site s training schedule is highly dependent upon the source of data for the conversion, number of employees and the purchased modules. Typically, the training process can be completed over a period of three to four weeks. Remote desktop communication is utilized to complete this task during regular business hours in periods of one to two hours. A more detailed training schedule will be developed during conversations with our lead applications trainer. Typically, a four to five-week process is required for the implementation of TransActPOS. 31

42 Multi- Store Overview The TransActPOS Multi-Store configuration utilizes the same applications as the single store solution to perform the in-store functions as described above. With the addition of the TransActPOS Multi-Store application, the store has the ability to share data with other locations and centralize various levels of information. The following sections address the features and available configurations of the TransActPOS Multi-Store system. Multi-Store Multi-Store Characteristics The following multi-store characteristics are unique to the TransActPOS Multi-Store design which provides installations with a dependable multi-location management tool. Multi-Store Applications Two applications create the TransActPOS Multi-Store environment: TransActPOS Home Office The TransActPOS Home Office is the control center to which customer and inventory data is standardized and is hosted within the TransActPOS Cloud Server. The home office application can be accessed by any internet connected workstation. TransActPOS Multi-Store The TransActPOS Multi-Store application establishes the communications backbone of the TransActPOS Home Office and the individual TransActPOS retail sites. Resilient Communications The core design of TransActPOS Multi-Store is the ability to have uninterrupted operations within the retail store, even during internet interruptions. By design, the data shared between retail locations is managed by the TransActPOS Multi-Store independent of the retail operations within the store. Number of Stores The maximum number of stores supported within the TransActPOS Multi-Store environment is nine (9). Number of Users within a Store The number of users allowed within each retail site is limited to ninety-nine (99). The total number of users within the multi-store environment would theoretically have a maximum of 891 retail site users. Typically, the number of users within a store range between five (4) and twenty-five (25). Network Configurations The network configuration present within the store may vary based on the number of users and the connected devices. 32

43 LAN Configurations Stores with 2-4 users typically are configured with a simple LAN environment. 2 Point of Sale Workstations 1 Back Office Workstation 1 Receiving Workstation Windows Terminal Server Configurations Systems with more 4 users should be configured within a Windows Terminal Server environment for reasons of speed and additional functionality. For example, an existing TransActPOS retail site has the following workstation configuration: 6 Point of Sale Workstations 4 Service Desk Workstations 5 Back Office Workstations 3 Wireless Handheld Devices 5 Departmental Floor Workstations Hosting Options By default, the TransActPOS Multi-Store path of communications is based upon a cloud server managed by the TransActPOS Support staff. Other hosting options may be available to you based upon your organization s support staff. Individual discussions with our staff will address these possibilities. Security Groups The access control within TransActPOS is based upon security groups. The home office application manages the group s access to functions within the TransActPOS system. Modifications to the group security policy are automatically distributed to all store locations. At the store, the local manager creates users and assigns the user to the appropriate security group. Organizational controls The home office manages the contents of the following lists within the system: Vendors Inventory Class Sales and Use Tax structure Customer Terms Inventory Management Vendors Since the store s management team determines the products to be sold within the stores, the addition of new vendors is controlled by the home office. When a new vendor is added at the home office, the information is passed to the individual stores via the communications process. 33

44 Inventory Class and Other Groupings The home office controls the available Class, Code, Fine and Subfine definitions available to the entire organization. Other centrally managed controls include Customer Terms definitions and Units of Measure. Changes made by the home office are automatically distributed to the retail locations. Sales and Use Tax Structure The TransActPOS Sales and User Tax structure is controlled by the Home Office and distributed to the retail locations. The same robust sales tax structure found within the TransActPOS single store environment is present within the multistore structure. Inventory When store 1 adds an item to inventory, all stores will have this inventory record within 90 seconds. The item may be entered into the system using the Item > Add button or by importing the item from one of the catalogs loaded at the store. The system transfers to the other locations all available information amount the item to include the item number, description, retail price, cost, vendor, vendor part number, UPC and other relevant information. Items are added to the inventory Inventory Availability Inter-Store Inventory Transfers Multi-Store Price Management Point of Sale Picture Grid distribution Optional retail price distribution from the lead store Price Control All inventory items originate from the individual stores. The Home Office data does allow for the viewing and reporting of the inventory. Any changes to the inventory are created by the individual stores. Pricing can be localized to a store in two forms: selectively by item or all items at the store. Quantity On-hand Quantity on-hand values are based upon the last transaction involving the item. i.e. All items present on an invoice have the resulting on-hand value at a store report at the end of the invoice process. Allocations and On Order quantities are not stored at the Home Office. Inter-Store Inventory Transfers The TransActPOS Multi-Store functionality includes the ability to request from other store(s) replenishment inventory via the purchase order system. The requesting purchase order is transmitted to the replenishing store as a inter-store sales order. The sales order is shipped to the requesting store, thus reducing inventory. In-turn, requesting store receives the purchase order indicating the actual received quantities. The inventory adjustments report presents the activity of transfers for both stores. Satellite Store Operations Expansion into a multi-store installation includes decisions regarding the vendor relationship between the additional store and the primary vendor. Some additional store locations may be added as a satellite location of the main store or a free standing store with its own primary vendor relationship. 34

45 Satellite Store Within a Satellite Store, the store depends upon the parent store to place orders from the selected vendor. Vendor reorders within the Satellite Store environment are created following the normal process of creating the reorder which results in a purchase order for the indicated vendor. The key difference is that the purchase order is transferred to the main store as an inter-store purchase order. The main store recognizes this incoming purchase order as an inter-store transfer and creates a Sales Order which contains this reorder inventory. The main store may choose to create a vendor purchase order with the SO2PO function or may fulfill the incoming reorder request with its own onhand inventory. If a purchase order is created for the satellite location and if the vendor will drop ship the order, the entire purchase order may be shipped directly to the satellite location. The main store would receive the order and then ship the inter-store sales order to correctly adjust the incoming inventory and then fulfill the transfer request. In situations that the drop ship is prohibited, the main store would receive the order and then ship the inter-store sales order to correctly adjust the incoming inventory and then fulfill the transfer request. The two processes are identical and report the transferred quantity and cost of the items. At the satellite store, the original purchase order is received according to the normal receipt process. Independent Store Being an independent vendor related store, the purchase order will be sent to the vendor from the store, fulfilled, and then received at the store. Within the multi-store environment, each store s inventory on-hand quantities are presented within the on-hand prompt. Corporate Customers Centralized control of customers Centralized maintenance of available credit Centralized customer statements with invoice details Process and Data Structure Overview The TransActPOS Home Office application looks and feels much like the retail interface is the data repository for common information between stores. Customers There are two types of customers in TransActPOS Multi-Store, corporate and store based. Corporate Customers Customers entered into the TransActPOS Home Office application are automatically shared to all store locations and are considered Corporate Customers. During store transactions, the system automatically communicates with the home office to confirm the available credit. When a corporate customer charges a purchase at a store, the account charge is automatically transferred in detail to the home office with the electronic signature, if collected. Local Customers Local customers defined as those entered and maintained at each store. 35

46 The TransActPOS Rental and TransActPOS Service Ticket modules will create new local, non-account charge customer by default when either document. An option within Company Settings controls the new customer default account values. Local customers may be extended credit, if the local management desires. Stores with local customers are responsible for printer thee customer s monthly statements. Account Charge Process Account charges of corporate customers is processed the same as an In-house account with the exception of a 1 +/- second delay as the Home Office s account balance is queried. Account Statements Printing of corporate customer statements is a primary feature of the Multi-Store program. The process for a corporate customer s charge or credit transfers of the invoice to the Home Office simultaneously relieves the store of the Accounts Receivable responsibility. Customer Payments When customers present their account payment at one of the store locations, the customer receives a payment receipt showing the payment activity and the current account balance. The payment posting is automatically sent to the home office as a payment credit. The Home Office has the opportunity to distribute the payment to specific invoices, job related invoices or oldest invoice first. Multi-Store Definitions Corporate Corporate refers to store management. A Corporate site consists of the Windows Server with Terminal licenses owned and managed by store management. Multiple stores may be connecting to this site thus creating a corporate multi-store environment. TransActPOS Store The TransActPOS Store is the application which controls the retail processes found within a retail environment. The TransActPOS Activation Code applied to the store s system determines the modules and number of users. At each store within multi-store environment, the following modules will always be present: Point of Sale supports the selling process Accounts Receivable tracks customer accounts Inventory Control manages inventory Quotes & Sales Orders organizes customer quotes and sales orders Purchase Orders processes reorders, purchase orders and receiving of inventory System Manager provides user security, generates reports and other supporting roles Multi-Store Communications managed the inter store communications behind the scene These additional modules can be added as required by the store s specific retail functions: Equipment Rental scheduling and processing of rental department assets with a store Equipment Service organizes the service desk of outdoor power equipment departments Electronic Catalog stores vendor inventory information accessed during various processes 36

47 Server communicates with select customers invoice and statement documents Credit Card Processing supports Verifone Connect processor business model Multi-Store Gift Cards integrated with Repeat Rewards creating a multi-site gift card solution Multi-Store Loyalty Program integrated with Repeat Rewards providing a custom solution Door Counter collects basic door activity to supplement various store activities reports TransActPOS Store Installed at Store TransActPOS application and data is located on a server at the local retail store creating a traditional internal network. This traditional network may be a small LAN configuration or a larger Windows Terminal Server based configuration. Located within this network are the point of sale workstations and related equipment, the back office workstations and wireless devices. A standard modem and firewall connects this network to the internet. TransActPOS Store Installed on the Cloud Server Managed by TransActPOS Support Staff TransActPOS used at the store is hosted on the Cloud Server that contains the application and data. Within this type of configuration, if there is no internet connection, the store s workstation can be switched to off-line mode to complete retail transactions. Once the internet connection is present, the system will post the off-line local transactions to the Cloud Server and then be returned to the Cloud Server hosted mode. A standard modem and firewall connects this network to the internet. TransActPOS Home Office TransActPOS Home Office controls the consolidation and distribution of data shared within a multi-store environment to include customers, inventory, sales history, customer invoices and other support information. TransActPOS Home Office Installed at Cloud Server managed by TransActPOS Support Staff TransActPOS Home Office is located on a Cloud Server instance and managed by the TransActPOS Support. Resilient Communications Example All store locations continue to operate as normal except for two areas: customer credit and credit card authorizations. Centralized Customer Management: If a customer account charge is created, the system will indicate that the customer s available credit cannot be obtained at the moment. Either an override can be completed by the authorized clerk or the clerk may call the home office to speak with a staff member who would verify the customer s credit availability. Typically, a credit override is performed in this situation. Credit Card Authorizations: If the Verifone Connect credit card solution is in place, the clerk will be prompted to call the credit card company to get authorizations for transactions over the store s transaction threshold amount. Once the internet problem is resolved, all TransActPOS transactions are transferred and Verifone Connect transactions forwarded automatically to the processor. Both processes occur automatically without user intervention. 37

48 Monitoring Systems The TransActPOS Support Staff monitors the communications between store locations to proactively respond problem areas. Automatic alters are trigged in the event an issue allows our staff to concentrate on the important events occurring within your store. 38

49 TransActPOS PAK Series The TransActPOS PAK Series are predefined groups of TransActPOS modules to address specific store configuration needs. TransActPOS Modules PAK Series Industry Served Point of Sale Accounts Receivable Quotes & Sales Orders Inventory Control Mercury Server Server Electronic Catalog Equipment and Party Rental Wireless Inventory Purchase Orders Vendor Communications Service Tickets Gift Cards Gift Registry Frequent Buyer System Resources Multi-Store ACEPAK ACE Hardware AO AO AO AO AO CAR AO CAR AO DoitPAK Do it Best AO AO AO AO AO CAR AO CAR AO HousePAK House Hasson AO AO AO AO AO CAR AO CAR AO HardwarePAK Orgill AO AO AO AO AO CAR AO CAR AO TruPAK True Value AO AO AO AO AO CAR AO CAR AO UnitedPAK PowerPAK DeluxePAK RentPAK ReStorePAK United Hardware Outdoor Power Equipment General Retailers Rental Retailers Habitat for Humanity Restore AO AO AO AO AO CAR AO CAR AO AO AO AO AO NA CAR AO CAR AO AO AO AO NA AO CAR AO CAR AO AO AO AO NA CAR AO CAR AO AO AO AO AO NA AO CAR AO CAR AO = Module included in the selected PAK AO = This indicated that the selected module is an Add On for the selected PAK Gift Card C Corporate Gift Card A Internal Gift Cards R Repeat Rewards Gift Card Frequent Buyer C Corporate Rewards Program A Internal Rewards Program R Repeat Rewards Program 39

50 TransActPOS Functionality List as of Build The following functions are available as of the indicate Build number. Point of Sale (Included with all PAK Series) Lookup item by SKU, description, vendor, manufacturer, electronic catalog, UPC(s) Display item's description, quantity available, location, serial number, picture Create credit and sale on single invoice Create returns/credits with reason codes and automatically create a return purchase order Customer look up by various criteria: owner s name, phone, first/last, club, company, close match filters Customer Job and Purchase Order Tracking with Job Specific Taxation Blanket Purchase Orders with declining credit limits and spending limits Support of multiple pricing levels Tab Invoices multiple invoices summarized into a single invoice Contract discounts a specific price for an item Departmental discounts retail discount and/or cost plus options Customer discounts contract, department and matrix pricing Price Matrix utilizing Item Codes and Customer Types Commodity pricing Quantity Price Matrix assigned by Product Codes and Customer Groups ABC pricing Promotional sale pricing promotions downloaded and/or manual creation Quantity break pricing - 1 to 10 = $1.99 Each; 11 to 20 = $1.89 Each, etc Multi-unit pricing per item - $ per Each, $ per Bag of 12, $ per Bag of 24, etc Coop pricing (i.e. variable pricing, enhanced retail pricing) Contractor pricing based upon a customer s quoted price Cost plus pricing based on average cost, last cost or catalog cost (replacement) per filters Matrix Pricing based upon customer and item categories Bid pricing Auxiliary pricing Ability to enter prices changes to be activated a future date Convert a quote to a sales order Ability to enter price changes to be activated at a future date Use of pricing matrix based on customer type Scanning of bar codes (support for different UPC sizes) Equipment Rental module completely integrated see TransActPOS Equipment Rental and TransActPOS Server for a comprehensive integrated solution Kits or packages Multiple part invoice printing and cash register receipts based on type of sale Special Orders with deposits and purchase order integration Sales order with deposits Layaways with deposits and residuals 40

51 Picture grid lookup Sale of Store Use items Check cashing option Quick item add at POS Quick customer add at POS as permitted by security Comprehensive special order processing and tracking with printer specific options Returns that create return purchase orders Lookup past invoice prices for returns for certain customer & track refunded invoices Payment Types (Included with all PAK Series) Credit Card Capacities PCI Compliant via VeriFone Point Debit Card Capabilities PCI Compliant via VeriFone Point Multi-tending of payment types on one invoice (Cash, Check, Credit Card, etc ) PCI Compliant Application- via VeriFone Point Do it Card Credit Card Blue Tarp Payment integration True Value Credit Card John Deere Financial integration TeleCheck integration Mixed payment types during ROA Check verification via TeleCheck and First Data installations Deposits Layaway Cash Transactions Gift Cards True Value and Do it Best Gift Cards and Certificates TransActPOS Gift Cards no fees Loyalty Cards Coupons In Process 2 for 1 Promotions 2 for 1 can be done but revising method No Payment on Account Payment and Credit posting to specified Job Signature Capture pad Wooden Nickels awards wooden coins for later purchase discounts Bad Check tracking Inventory Control (Included with all PAK Series) Inventory information - item number, description, vendor, department, category Inventory information - QOH, Quantity committed, location, Quantity on order, 41

52 Support of product images for each SKU Transfer SKU to another SKU Ability for Cycle Counting Physical Count worksheet by location, vendor, department Multiple Unit of Measure support for Pricing and Purchasing Supports Replacement and Weighted Average Costing of inventory Serial numbers with associated costs Mass maintenance change option by item range, location, vendor, department, etc Display item status (normal, substituted, discontinued, CWO, on sale) Substitute items Seasonal codes for ordering with associated date ranges Order Quantity / Minimum / Maximum fields for ordering Minimum order quantity calculator based various methodologies Track sales history for multiple years Inventory adjustments for sales, returns, receiving, and physical count Unlimited # of UPC codes/alias numbers Net item flag for no discount items Kits of item numbers Non-taxable item flag and corresponding tax reporting Lumber - per thousand costing - per thousand purchasing - per thousand retail pricing - commodity pricing - linear foot pricing - board foot pricing - square foot pricing - dimensional lumber support Multiple vendors per item Cost of items: replacement, last received cost, average cost, absolute cost) Interface with general ledger Add items from a electronic catalog with images, when available from cooperative Display three order multiples when provided by select cooperatives Ranking ability for items Delete or make inactive replaced inventory item Lot management Firearm Sales and Reporting Flag for special order items Price rounding based on cooperative rounding or own rounding structure 2nd line description Item comment posted within POS and/or automatic note from inventory Item global/mass changes Notes and pictures for items Combine item numbers of existing inventory items and retain item histories Cut Sheet Materials i.e. Pole barn metal order management Sale limits based on customer age Sale limits based on day of week Item fee relative to UOM purchased (i.e. CA Paint fee or pallet fee) 42

53 Accounts Receivable (Included with all PAK Series) Customer display number, name, address, contact information (billing/shipping) Customer type flag for cash, credit, commercial, in-store credit only Credit Limit Sales tax/tax exempt # Partial Payment Finance Charges Authorized Signers Customer type pricing levels Customer transfer to new number (add, copy, merge customers) Open item, balance forward, detailed balance forward, collated balance forward statements, statements, revolving accounts Purchase history Statement printing (single customer or like similar customer number) Customer approved purchaser list with pictures Create mailing lists from customer file Create finance charges Adjustable Terms Ability to put customer on credit hold with security overrides Track notes on collections Customer History file for audit trail Aging messages and buckets Deposits within Sales Orders Statements on web for customers to view/pay Combine customer accounts and retain customer histories Customer global/mass changes Customer Job assignment and tracking Customer Jobs with specific taxation for the selected Job customer invoices and statements Customer Contacts with notification for invoicing and statement by Job (Requires TransActPOS Information Server Module) No Future Purchase Orders (Included with all PAK Series) Manual creation of purchase orders Receive entire PO Receive PO by line item manually Receive PO by line item with barcode scanner Safety Stock Calculation 43

54 , EDI to select vendors of PO's Suggested order automated based on min/max, sales history, or points/quantities Suggested order by department, vendor, item range, category EOQ Economic Order Quantity Calculation customer selectable listing of methods What is this? The computer can calculate the order points for you. Receive price changes via EDI to select vendors Automated acceptance of price changes Ordering options - by months you wish to purchase, or other criteria Automatically generate special order purchase orders Generate a block of purchase orders Link PO to POS order/sale (Special order recognition during PO receipt) SO2PO setting Update on order quantity in item file while creating the purchase order View sales history, change cost, change price(s), etc when adding items to PO View cooperative warehouse on hand quantity View Purchase Order detail and summary history Track expected date of arrival of materials Quick item add at PO as a manual item or from electronic catalog Automatic add of new items when creating purchase order from a electronic catalog vendor Link PO to AP and create voucher Create a PO inventory receipt receipt for AP invoice reconciliation Minimum quantity to order, order quantity, maximum Round up/down to get price breaks on order multiples Purchase Order Returns created manually and automatically at POS based upon the vendor s Policy A settings and awareness. Multiple vendors for items Receive against PO allowing add/change/delete, print labels Maintain Back Orders if an order is not received in full Print bin/price tags individual/sheet print directly to printer or queue for later Enter UPC codes for items during receiving process by a handheld barcode scanner Accept electronic receiving file from select vendors select PAK Vendors Comprehensive special order processing and tracking with printer specific options Add items from cooperatives during receiving of the shipping invoice and prior to updating the on-hand inventory. Cut Sheet Materials i.e. Pole barn metal order management Summary of required lengths appears on the customer order and the resulting purchase order Vendor contacts TBR Sales Order (Optional Module) Create customer Quotes Convert Quotes to Sales Orders Manage Sales Order Deposits and Payments Recognize allocations within Inventory Control and during Reorders 44

55 Create Purchase Orders from within Sales Orders (SO2PO) Monitor Sales Order / Special Order status (not ordered, received, shipped, etc...) Copy Sales Order / Special Order to the same customer or to other customers Create Reoccurring Invoice from Sales Orders (i.e. weekly lawn care billing) Multi-Store (Optional Module) Inventory Corporate and Local items Adding items from a single location and distribute to all locations Centralization control of retail prices, quantity pricing, contract pricing, departmental discounts Print price change reports and associated labels at remotes locations Inventory transfers between stores based upon request (Purchase Order) and fulfilment (Sales Order) documentation Access on-hand quantities of corporate items from any location Customers Corporate and Local customers Access current balance of a corporate customer from any location Centralized statements for corporate customers Receive corporate customer payments at any location Service Tickets Service Center and Depot concept Transfer of service tickets from a Depot location(s) to a Service Center System Resources Centralized control of core corporate settings: taxation, classes, available customer terms, general ledger accounts Rental Module (Optional Module) Single application Integrated customer list Integrated inventory list Plain paper and pre-printed rental contracts forms Reservation management Integration with service tickets to track repairs, maintenance and ROI Picture grid of rental items Sell merchandise within rental contract Modifiable company setup: define what a weekend rate begin and ending times, etc 45

56 Partial check-out of rental contracts allowed Partial check-in of rental contracts allowed Selling of Rental Equipment Asset function Rental Calendar Service Tickets (Optional Module / Standard PowerPAK Module) Serial number tracking of equipment sold and serviced Warranty processing Option to includes management pictures of pre-service condition of equipment Posting of used versus billable parts Separate billing for customer, warranty agent #1 and warranty agent #2 Immediate reduction of inventory as items are placed on service tickets so to correctly report the current on-hand inventory levels during reorder processes Integration with PartSmart and other OPE electronic catalogs Technician time clock integration which tracks labor hours associated with each service ticket Activity tracking of comments/phone/ ( require TransActPOS Information Server Module) Information Server (Optional Module) invoices from point of sale specific customer requested invoice formats statements with invoice details to include customer signatures Monitor information server activity with blind carbon copies of all out going s generated Sales Orders, Invoices and Purchase Orders on an individual basis Fax Service Automatic Delivery of Favorite Reports to Messenger or No General Ledger 3 rd Party (Peachtree, QuickBooks, etc ) User defined chart of accounts Drill Down into GL Data Consolidation 3 rd Party 3 rd Party 46

57 Multiple period processing Allow for recurring entries Post to specified date (past/present/future) Trial balance sheet Profit and Loss statement User defined accounting periods Calculate loan payments Budget tools Source cross reference 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party Payroll 3 rd Party (Peachtree, QuickBooks, etc ) Clock in/out (TransActPOS Time Clock) Print monthly, quarterly, and W2/W3 tax federal reports User defined deductions Direct Deposit with banks Edit of time worked State tax reports Pay stub to include YTD figures, vacation time, and sick time 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party Accounts Payable 3 rd Party (Peachtree, QuickBooks, etc ) Pay by invoice or due date 3 rd Party 3 way match of PO, receipt and invoice 3 rd Party Invoice imaging (Document imaging) Multiple payment terms on one invoice Interface from AP to PO View of Purchase History View General Ledger Recurring transactions Void of checks Print checks Aging report 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party 3 rd Party Reporting Capabilities (Standard PAK Module) Sales Reports Sales total by item, date range, department, category, user, location, register or vendor 47

58 Sales and Use Tax by multiple locations, state, counties as defines within the tax tables Average sales by date range by item range Zero or negative quantity on hand by location Daily Order Report Sales $ and number of items sold by time of day Open Quotes/Orders Open Layaways Tickets on Hold Price Exceptions Inventory Reports Turns Inventory Valuation by item range, location, vendor, and category Commissions reporting Best Selling items by date range Sales history by item range, date range, department, location, vendor Items not sold by date Item history or audits on changes to fields Accounts Receivable Reports Customer History Credit and collection reports (aging; bad checks) Top Customers Status report (open, partially received, closed, reconciled, etc ) Purchase history reports by vendor, item range, department, category, location Sales Order Primary and Secondary printer configuration with separate modifiable forms streamlines special order processing, pick tickets and delivery tickets Purchase Order Primary and Secondary printer configurations with separate modifiable forms streamlines special order and regular orders Data Viewer allowing exporting to external file System Security (Included with all PAK Series) Advanced Modules for Security or Administration (Security Services) Permission options to limit access Password requirements Audit trails Manager approval for cashier discounts or overrides Communications (Included with select PAK Series) Supports simultaneous communications to select combinations of multiple vendors CrossCheckTM is a feature of TransActPOS which searches for multiple sources of the same item within the available electronic catalogs imported into your system. With this inter- 48

59 vendor relationship present, the system then has the ability to determine the lowest cost provider of the item automatically and generate the supporting purchase order. ACEPAK Communications Warehouse Invoice Processing Retail Price Change and Printing Utilities Event Updates UPC Maintenance Vendor Information Price Changes Uploading Purchase Orders DOITPAK Communications Upload Retail Sales Warehouse Invoice Processing Retail Price Change and Printing Utilities Vendor Direct Invoices Do it Best Statement Promotion Downloads and Building of In-Store Sales Current Warehouse Quantity Updates Catalog Updates with picture, cost, price, UPC, description updates Market Price Updates Full Catalog Updates POS Load Downloads Purchase Order transmission Return Purchase Order for defective goods Do it Best Rewards Maintenance Planogram Orders Schedules Communications with Do it Best Servers Integration with Margin Master Promotion Order Confirmation Drop Ship Order Confirmation HARDWAREPAK Communications Computer to Computer Communications to Orgill Warehouse invoices are downloaded into the system and then processed to update the on-hand inventory quantities semi automatically Price changes are downloaded and then updated based upon the store s decision to change the retail of the item in the store Promotional (sale) prices of items are automatically downloaded allowing the store to select which sales to participate in. Promotional pricing can be scheduled to automatically turn on and off. Item maintenance files are downloaded and applied to the electronic catalog and active inventory items. Updated elements include retail price, current item cost and additional UPC numbers. HOUSEPAK Communications Computer to Computer Communications to House Hasson Warehouse invoices are downloaded into the system and then processed to update the on-hand inventory quantities semi automatically 49

60 Price changes are downloaded and then updated based upon the store s decision to change the retail of the item in the store Promotional (sale) prices of items are automatically downloaded allowing the store to select which sales to participate in. Promotional pricing can be scheduled to automatically turn on and off. Item maintenance files are downloaded and applied to the electronic catalog and active inventory items. Updated elements include retail price, current item cost and additional UPC numbers. TRUPAK Communications Computer to Computer Communications to True Value Warehouse invoices are downloaded into the system and then processed to update the on-hand inventory quantities semi automatically EDI Invoices are downloaded and reported Item maintenance files are downloaded and applied to the electronic catalog and active inventory items. Updated elements include retail price, current item cost and additional UPC numbers. Item Image updates are processed during normal communications Event Orders are available during the download process. Upon selecting an Event, the system will automatically create the required Promotional records within POS Maintenance. UPC Maintenance process downloads from the True Value server the updated UPC information within the electronic catalog and the related inventory items. Price changes are downloaded and then updated based upon the store s decision to change the retail of the item in the store Vendor Information are applied to the store s data Retail Fine Line File is updated during communications RDC (Warehouse) on-hand inventory quantities are downloaded to the store. TRW Customer and TRW Coupons are downloaded to the store Communications utilizes Afaria, a subscription service available from True Value Integration with Group CBF s, IME - retail pricing application UNITEDPAK Communications Computer to Computer Communications to United Hardware affiliated customers Reorder reports provide the suggested order quantities to build the purchase order Purchase orders are transmitted to United Hardware via TransActPOS communications Warehouse invoices are downloaded into the system and then processed to update the on-hand inventory quantities semi automatically Price changes are downloaded and then updated based upon the store s decision to change the retail of the item in the store Promotional (sale) prices of items are automatically downloaded allowing the store to select which sales to participate in. Promotional pricing can be scheduled to automatically turn on and off. Item maintenance files are downloaded and applied to the electronic catalog and active inventory items. Updated elements include retail price, current item cost and additional UPC numbers. Label printing for items contained within an invoice which have prices changes Support for Cable, DSL, VSAT Internet Secure FTP Communications Dialup Communications No 50

61 Hardware Services Clients (PC's, Terminals) provided by vendor Peripherals (Printers, Scanners, Cash Drawers, Modems, UPS, etc...) provided by vendor Network Equipment (Switches, Hubs, Cables, Routers, etc...) provided by vendor Wireless Equipment (Laptops, Access Points, Handheld units, etc...) provided by vendor Back-Up options Off-Site Remote preferred Support for hardware provided by vendor Server Operating System Support Client Operating System Support Configuration of all equipment provided by vendor Re-configuration of all equipment not provided by vendor Assistance in recovering data from back-up device Remote diagnosis and support by TransActPOS POS staff Remote Access from home or for Salespersons Optional Optional Optional Optional Optional Optional Optional Optional Optional System Prompts or Alerts (Included with all PAK Series) Reporting of returned products Prompt on screen for cross selling Prompt for item information and notes Prompt for Auxiliary Prompt for reason code on returns Pick-up Ticket prints for outside storage pick-up TransActPOS Services (Included with all PAK Series) Online Help System System Training Services Learning Management System LMS Self paced video based learning process for initial installation and new employee training Help Videos elearning Lesson and Quiz results back to store management Lesson plans and review questions Data Conversion services Installation Services for hardware, network, software 24/7 Support System down procedures and support Conversion of your data to TransActPOS ABC, Activant, Advantage, CS2000, Dimensions, Triad, POS Systems, RODS, Vision Point, 51

62 Rock Solid, Rock Solid Max, Spreadsheets, CSV, Cirrus, RTS, Cruise, QuickBooks, Peachtree, AS400, PacSoft, Paladin, Revel Store Roll Over and Conversion to new primary vendor Miscellaneous Functionality & Features (Included with all PAK Series) Time & Workforce Management Internal Messenger Service Report Favorites Business Intelligence Reporting and Drill Down Customer Relationship Management Activity options Outside Sales Support Multi-business and other company support (truss company, etc ) --- Export of data Import of data Printing of bin and promotional labels Installation Sales Tracking capability Regionalized pricing Multi-Store Security to disable remote sites from making changes to corporate files Integrate with Margin Master Program Note: The listed features may require purchasing specific TransActPOS modules, other third party applications and/or additional computer peripherals. 52

63 Computers and Peripherals Servers Server Dell PowerEdge T330 Tower Server Windows Server 2016 Server Hardware Display Dell Display Non-Touch Display Uninterrupted Power Supply APC / CyberPower UPS for Servers Backup Service Point of Sale Workstations Computer Desktop Workstation All-In-One Touch Screen Credit Card Processing Verifone MX925 53

64 Primary Displays Non-Touch Display Touch Display Dual Displays Battery Backups 10 Minute - Battery Backup Peripherals Barcode Scanners Wired Desktop Scanners Honeywell 1300G Wired Scanner Honeywell 1900 Wired Scanner Wireless Blue Tooth Motorola / Zebra Bluetooth 54

65 Receipt Printers Epson TM88 VI Receipt Printer Epson TM H Check Validator Cash Drawers Standard Cash Drawer Cash Management Systems Label Printers Thermal Transfer Barcode Label Printer 2 Label Pinter 4 Label Printer Labels Thermal Label Printing Removable Labels Permanent Labels 2in Label Printer SMARTtill Cash Management Solution 4in Label Printer Direct Thermal Barcode Label Printer 2 Label Printer 4 Label Printer Labels Ribbon Based Printing Long Term Labels Non-Removable Self Destruct Labels Wireless Thermal Transfer Barcode Printer Removable Labels Receipt Paper 2in Label Printer 4in Label Printer Wireless Label / Receipt 55

66 Invoice Printer Laser Printer - Invoices Document Scanner Epson Document Scanner Other Workstations Receiving Desk Departmental Workstation All-In-One Touch Screen 4in Label Printer Non-Touch Display Dual Displays 2in Label Printer Desktop Workstation Laser Printer - Reports 56

67 Wireless Devices Cipherlab Full Keyboard Cipherlab Numeric Keyboard Network Components Wire CAT6 Network Cable CAT6 Patch Cables Router Security Gateway Switches 8 Port Switch 16 Port Switch 24 Port Switch Wireless Access Points Internal Access Point External Access Point 57

68 Miscellaneous Equipment Door Counter IP Camera Generator Power On Demand Power Roll-In Power Miscellaneous Consumables Thermal Paper transactpos - overview docx 58