Specifications
SAVE A TREE: Preview many reports on screen, with option to print
Most popular reports can be set to preview on the screen.
From the main menu:
-Click REPORTS
-Notice the PRINT PREVIEW column of check boxes on the right side
-Place a check next to any reports that you wish to preview on the screen
-Click RUN after selecting the desired reports
-If you wish to have a hard copy, click the PRINTER icon
Using the POS as an employee TIME CLOCK
Many people don't realize, but the POS has a time card facility built in.
To Enable: (one time only)
From the main menu:
-Click CONFIGURE OPTIONS→
-Check the USE TIME CLOCK feature to ON
-Click SAVE
To Define Employees:
From the main menu:
-Click CONFIGURE
-Click FILE
-Click DEFINE EMPLOYEES
-Add the initials and full name for the employee.
-Set any other optional params desired (commission, etc)
-Click ADD to save this employee
To CLOCK IN or CLOCK OUT: (for your staff)
From the main menu:
-Click ACTIVITY (pull-down menu)
-Click TIME CLOCK
-Enter employee initials/employee ID (as define above) and click FIND
-Status us shown. Click to clock in or out
-Click EXIT
Supervisors Utilities: (security restricted for manager)
From the main menu:
-Click ACTIVITY (pull-down menu)
-Click TIME CARD UTILITIES
-You will be prompted with options to report time card activity, changes, Update an entry, add sick time,
add vacation time, etc.
Setting an automatic (default) discount
There may be times where specific clients receive a pre-determined automatic discount. (designers,
artists, frequent shoppers, family, corporate, etc) It is possible to set this, on a customer level basis, so it
will automatically apply to each new order.
From the MAIN MENU:
-Click CUSTOMER
-Click FIND (or control+F) and select the customer
-Click UPDATE RECORD
-Enter percentage in DEFAULT DISCOUNT field
All future orders for this customer will receive this discount automatically
Explanation of financial reports
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
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