Details
General tab
Mfg / Part to Display On Screen: select whether the Point of Sale screen will display the information entered (such as aliases or shortcut part numbers) or the actual stocked part.
Choose from:
Defaults
Default Detail Type for Non-stocked Items: when users enter a non-stocked item at Point Of Sale, select the default detail type. Typically the default is set to Part, but when used in a paint store, Paint might be more appropriate, etc.
Default Detail Type for Stocked Items:
NonStock Add Options: the following selections are used when non-stocked items are entered at Point Of Sale. The software will follow the directions and add parts into Inventory or the Non Stocked pricing file so the information is only entered once, and sales can be tracked, or pricing can be stored for future use.
Parts From Catalog: the next few instructions will be followed if a Non-Stocked part is selected out of the catalog.
Part Not In NSP File
Choose from:
Show Add Screen for above: if the box is checked, users will see a screen with prompts for all the valid inventory fields to be populated. Users can save without adding additional information, but have the opportunity to enter additional information such as UPC, Item Type, FET and Freight pricing, and category information.
Part Currently in NSP file
Choose from:
Part Manually Entered
Part Not in NSP File
Choose from:
Show Add Screen for above: if the box is checked, users will see a screen with prompts for all the valid inventory fields to be populated. Users can save without adding additional information, but have the opportunity to enter additional information such as UPC, Item Type, FET and Freight pricing, and category information.
Part Currently in NSP file
Choose from:
General Qty Information
When changing Qty, round the INV Default Sell Qty: if parts have a vehicle quantity or default sell quantity, any number entered at Point Of Sale will round to the next highest sell quantity. For example, if a customer is purchasing spark plugs and the vehicle quantity is set to 6, if the users enter “4” the system will round up to “6”, and so on.
Choose from:
Packaging Break Down…:these settings have to do with parts that utilize the “Next Packing Part Num” breakdown fields. These fields are designed to chain parts together that come in different package quantities.
Example: a user can purchase sand paper as a single sheet (Sandpaper1), a plastic-wrapped container of 3 sheets (Sandpaper-3), or a box set of 10 packages of the plastic-wrapped containers (Sandpaper10). A customer purchases two sheets of sandpaper, but there are no individual sheets on the shelf. In addition (for our example), there are no plastic-wrapped containers of 3 sheets available. However, there is a package of 10 that is currently un-opened.
When the clerk enters “2” at Point of Sale, the software will do the following:
For all intents and purposes, the system will do the same steps that the employee is doing.
When Able to Break Down: if the user has Break Down without asking checked, the system will automatically do the steps above without being prompted. If the check does not appear, the user will be asked if he/she would like to break down the package.
When Unable to Break Down:
Choose from:
Detail Clerk
Use last Clerk instead of original Clerk for new detail lines: if checked, each line item will be credited to the employee who entered the line for commission purposes.
Lost Sales
Allow NonStocks: if checked, non-stocked parts will add to the Lost Sales list as well as inventoried items.
Detail Line Deletion
Allow Delete of Related Sublines: when checked, if a user deletes a line off of a ticket, any related sublines will be deleted as well.
Deposit Charges
Suppress display of offsetting lines: if there are two lines that offset each other (perhaps a Core Deposit and Core Return) by clicking the box neither of those lines will display.
Suppress print of offsetting lines: if there are two lines that offset each other (perhaps a Core Deposit and Core Return) by clicking the box neither of those lines will print on the ticket. For users who use the perforated format with two tickets per sheet, this can save a lot of space.
Allow Add of Supplier In POS: a check in the box will allow users to enter Supplier information at Point Of Sale. The supplier information entered will be added as an entry in the Supplier file (File/Supplier Maintenance/Suppliers).
Security Level: users below the entered security level will not be allowed to enter Suppliers at Point Of Sale.
Pricing tab
General Detail Info
Force List to Sell if List is Lower than Sell: it is optional for LIST to display on the Point Of Sale screen or on printed tickets. If List displays and is lower Sell, the List price will be displayed as the same price as the Sell price.
Display Price Change Indicators: if checked, a colored dot (green for an increased price; red for a decreased price) will display at Point Of Sale.
Gross Profit
Show Package Headers in Gross Profit Screen: by checking the box, users will only see Job Package header information in the gross profit screen; the details will not display on the screen.
Default Price Adjust Reason for Gross Profit Adjustment: the selected reason will be the default when adjusting prices in the Gross Profit screen. This reason can be overridden.
Choose from:
Gross Profit % Limits
Default Low Percent (0% - 100%): enter a percentage that will be the lowest limit. Users will not be allowed to go below that gross profit.
Default High Percent (0% - 100%): enter a percentage that will be the highest limit. Users will not be able to exceed that gross profit.
Warn if Gross Profit is outside Percent Limits: check the box to alert the user that the gross profit limits have been exceeded. If the warning does not display, the information that is entered will simply be overwritten by the initial prices displayed.
Non-Stocked Pricing
Markup from Cost: if a user enters a non-stocked part at Point of Sale, a box will display that requires the cost. When entered, the Sell and List boxes will automatically populate with the value entered in the box.
Multiple of Cost to Sell (0 – 99.99): Enter the multiple that will be used when determining the Sell Price of a non-stocked item.
For example: If the number 2.00 is entered in Multiple of Cost to Sell, when a user enters a cost of $10.00 a Sell of $20.00 will display. The clerk can override the price if desired.
Multiple of Cost to List (0 – 99.99): Enter the multiple that will be used when determining the List Price of a non-stocked item.
For example: If the number 4.00 is entered in Multiple of Cost to List, when a user enters a cost of $10.00 a List of $40.00 will display. The clerk can override the price if desired.
Check Price Matrix and Special Pricing Files: when checked, if a user enters a non-stocked part at Point of Sale, the account’s price matrixes and special pricing files will be reviewed. If a matrix or special pricing file either exists for that MFG or a wild-card exists (where MFG = ***) that information will override the settings above.
Labor Cost Overlay
Overlay Labor Cost From Assigned Employee’s Rate: if checked, the Cost of a Labor Item will look at the assigned technician’s employee record for his/her hourly rate.
Special Orders and Deposits tab
Special Order Deposits
Deposit Required Code: Select to either require a percentage or an actual dollar value when taking a deposit.
Choose from:
Deposit Required Value: Enter the minimum value (either percentage or dollar value) that must be met for a deposit to be allowed.
Base above on Ticket Total: Check the box to base the above amount on the ticket total as opposed to each individual line item (items themselves can require a deposit by setting the appropriate fields in File/Inventory Maintenance/Inventory).
Prevent Ordering if deposit is not met: If the above settings are not met and the box is checked, users will be unable to take a deposit, no matter the setting on the part number.
Deposits
Show warning message when deposit is required: If a part number requires a deposit, a message will display at the bottom of the Point Of Sale screen.
Comment to add at save of ticket: Enter the text that will display on an ticket noting a deposit was taken.
Prevent Save if deposit is not met: If a deposit is required (per a part number’s ruling) a check in this box will not allow users to save the ticket without taking an immediate tender for the deposit.
Deposits are not refundable: check to disallow deposits from being refunded.
Warnings tab
Prompt user to enter a Cost on Zero-Cost Items: a check in the box will force users to enter a dollar amount into the COST box if the cost of an item is $0.00.
Zero Sell Price
Prompt user to enter a Price on Zero Priced Items: a check in the box will force users to enter a Sell Price if the sell price is $0.00.
Force Specify of “No Charge”: checking the box will force a user to allow a zero sell price by selecting “No Charge”.
Override Reason: Select a default reason (the list comes from Tools/System Tables/Price Adjustment Reasons) that will be used as the default when entering sell prices.
Zero Prices
Allow Zero Prices when Availability Check has not been performed:
Insufficient QTY
Display Insufficient QTY On Hand message: if there is an insufficient QTY on hand available for parts entered at Point of Sale, users will see a message alerting them that this is the case. The user will be able to select from selling anyway (perhaps QOH is simply incorrect), Buy Outside (if applicable), purchase from another location (where applicable), etc.
Inter-Store Transfer Only if Central QTY is 0: for a multi-store system, users will be allowed to do an inter-store transfer from another location only when Central’s QOH is zero. If Central’s QOH is not zero, they will be required to order from the Central location.
Ticket Limits
Max Line Item Quantity: Enter the maximum quantity of pieces allowed per line item.
Max Line Item Extension: Enter the maximum dollar amount allowed on the extension field per line item.
Max Ticket Total: Enter the maximum dollar amount allowed per ticket.
Overrides tab
Non-Stocked Items
Validate Mfg Code: if the box is checked, users will be required to select a valid manufacturer from a dropdown menu (the list comes from File/Manufacturer) when entering non-stocked parts at Point of Sale.
Show Supplier Info: if the box is checked, supplier info will display when non-stocked parts are added at Point of Sale.
Prompt for Core: select whether users are prompted for core when adding non-stocked parts at Point of Sale.
Choose from:
Prompt for Freight: select whether users are prompted for freight when adding non-stocked parts at Point of Sale.
Choose from:
Security Level
Price Override Security Level: users below the entered security level will not be allowed to adjust pricing.
Price Override Visual Verify Security Level:
Cost View Security Level: users below the entered security level will not be allowed to see cost at Point of Sale.
Cost Override Security Level: users below the entered security level will not be allowed to alter cost at Point of Sale.
Tax Rate Selection Security Level: users below the entered security level will not be allowed to adjust the tax rate field per line item.
Return without Orig Ticket Security Level: users below the entered security level will not ne allowed to return items without an original ticket.
SO Item Delete Security Level: users below the entered security level will not be allowed to delete Special Order parts from tickets.
Return of Non Refund Deposit Security Level: users below the entered security level will not be allowed to return non-refundable deposits.
Charges tab
Core/Deposit
Deposit Wording for Sales: Enter a word or words that will display on the core deposit line on tickets at Point of Sale.
Deposit Wording for Returns: Enter a word or words that will display on the core return line on tickets at Point of Sale.
Deposit Tax Rate for Sales: Select from the dropdown menu (the list comes from Tools/System Setup/Tax Rate Setup) the default tax rate for core deposits.
Deposit Tax Rate for Returns: Select from the dropdown menu (the list comes from Tools/System Setup/Tax Rate Setup) the default tax rate for core deposits.
When old deposit is returned with new sale, use same Tax Rate as sale:
Choose from
Add a deposit return line to the ticket: Users can set the system to add the core return line to the ticket, or to hide the information and display in the totals area only.
Choose from
Extended Warranties
Percent of Item Sell Price: Enter a percentage of the sell price that will be used for warranty purposes.
Rounded to (maximum value 1.00): Enter a dollar amount (in change) that each warranty price will round to. For example, to round to .99 cents, enter $0.99.
Battery Deposit Charge
Minimum Battery Deposit Charge: Enter the dollar amount that will represent the minimum battery deposit charge.
Battery Disposal State Fee
Definition
Choose from:
Value: Enter the dollar amount or percentage that relates to the choice above.
Tax Code: Select from the list (which comes from Tools/System Setup/Tax Rate Setup) for the default tax rate charged to a battery disposal fee.
Tire Disposal State Fee
Definition
Choose from:
Value: Enter the dollar amount or percentage that relates to the choice above.
Tax Code: Select from the list (which comes from Tools/System Setup/Tax Rate Setup) for the default tax rate charged to a tire disposal fee.
When finished entering all information, click on the Save icon at the top of the screen to save the changes. The user will be required to log off and back in for the changes to take effect.
See also