User guide

9
Physical Inventory .................................................................................... 205
Performing a Continuous Physical Inventory .................................... 205
Performing an Intermittent Physical Inventory .................................. 206
Performing an Inventory with Location Scan ..................................... 207
Processing Steps ....................................................................................... 207
Processing Steps View ....................................................................... 208
Changing the Active Step and Store ................................................. 208
Add/Modify/Remove Steps ................................................................ 211
Add/Modify/Remove Stores ............................................................... 213
Ready Orders Backup ............................................................................... 214
Transferring the Ready Orders List .................................................... 215
Using the Ready Orders List ............................................................. 216
Finding Customers Quickly............................................................... 218
A Typical Operational Day .............................................. 219
Typical Startup Procedures ....................................................................... 220
Clockin .............................................................................................. 220
Cash Drawer Checkin ........................................................................ 220
Typical Shift Change Procedures .............................................................. 220
Cash Drawer Checkout ...................................................................... 220
Typical Shutdown Procedures .................................................................. 220
Cash Drawer Checkout ...................................................................... 220
Nightly Reconciliation ...................................................................... 220
Data Backup ...................................................................................... 220
Clockout ............................................................................................ 220
Suggested Reports .................................................................................... 221
Inventory and Cash Reporting .................................................................. 221
Inventory Reports .............................................................................. 221
Physical Inventory Balancing ............................................................ 222
Cash Balancing ................................................................................. 225
Quick Reference Guide .................................................. 229
Order Production ...................................................................................... 230
Quick ................................................................................................. 230
Detail ................................................................................................. 231
Rack .................................................................................................. 233
Pickup ............................................................................................... 234
Quote ................................................................................................. 235
Exception Handling ................................................................................. 236
Item Related Exceptions ................................................................... 236
Order Related Exceptions ................................................................. 238
Customer Maintenance ............................................................................. 240
Adding a New Customer .................................................................... 240
Editing an Existing Customer ............................................................ 241