|Tip of the Week||July 2, 2012
Volume: 2 | Issue: 26
BookManager Tip: Creative Uses for the Receipt Header
Here is an excellent tip from Edward Wedler from The Inside Story in Greenwood, Novia Scotia...
"[Have a look below for] a few ideas for POS receipt headers. To gauge how many people read the receipts we made up a draw for a Gift Certificate on one of our POS receipt headers."
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WHOOPS! Did you accidentally apply an invoice or a payment to the wrong account? Have no fear - the TRANSFER function is here!
Mistakes happen, or even mixups with the billto of certain customer accounts, so there is a fix in place that will allow you to move something from one customers accounts receivable over to anothers.
Go to #6 Customers and view the account you wish to correct - simply hit A for A/R and arrow down to the entry you wish to transfer.
Like most areas of BookManager, a list of your current available commads are listed at the bottom of the screen - in this case, you will see a ^Transfer function. To move the listed entry from one account to another, hit CTRL and the letter T on your keyboard at the same time. You should now see something pop up at the bottom that says "Transfer this entry to account#"
You will need to type in the name of the account you want this entry transferred to and hit ENTER. A list of matches will appear in the top left hand corner of the screen. Make your selection and hit ENTER.
A mesasge at the bottom of the screen will then say "Inv# 700764 was transferred to acct #XXXXX Smith, Sam" - which means this entry has now been moved over. If you want, you can go to that account and you'll see that the invoice/payment has been transferred! YAHOO! HIGH FIVE!
Selling Items Not Entered into BookManager
Most of the time, items in your store are ordered, received, and sold through BookManager in order for you to be able to track an item through its entire life in your store. Inventory control is probably the most important roles that BookManager plays in your business. However, there may be occasions when you wish to sell an item for which you are not tracking inventory levels. For example, you may carry hundreds of various bookmarks and it is simply too tedious and time consuming to receive and track sales for each of them individually. BookManager allows you to sell items “generically” by entering in a price and a classification, as opposed to scanning in an ISBN.
Let’s pretend you are selling a $2.99 bookmark. You know that bookmarks belong to your BOOKMARK class in your F4 classification file. To reflect both the price and class, you would type in 2.99BOOKMA into the ISBN field in the POS. This will fill in the ISBN field and show a bookmark sale for $2.99. Even though “BOOKMA” is not the complete class name, BookManager finds the correct one because no other class name starts with “BOOKMA.”
TIP: If you have a classification like bookmark that you will use frequently in the POS, you can speed up the process by adding a 1 to the class name – so “1BOOKMARK.” This way you can type in 2.991 to quickly have it sell a bookmark worth $2.99 – because no other class will begin with a 1.
Sometimes you may want to conduct a miscellaneous type of sale that does not come from a specific classification in your store. In order to do this, you must create a New class in the F4 classification file. Press F4 to get into the class file, then N-New. Press the spacebar once, then type in the word SALE. You may wish to give this new class a separate section (Se) code. Specify the default tax applied to miscellaneous sale items in the Tx column, then any default discount or points.
With this new classification in place, you can now sell a miscellaneous item by typing the price into the ISBN field in the POS and pressing Enter. BookManager reads the space after the price and applies the sale to the new class (because we put a space before the word SALE.)
Keep in mind that miscellaneous sales do not reduce your inventory levels in any way. This means that if a miscellaneous sale is being done because an item cannot be found in the inventory file, and you think there SHOULD be tracking for the item, an attempt should be made to find the item later and adjust the OH accordingly.