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Point of Sale

(VIEW VIDEOS)

Introduction & General Skills

Point of Sale: An IntroductionCompleting the Branch Selection Screen (General Skill)Using the Search Feature (General Skill)Entering Payment Information (General Skill)

Selling Merchandise

Selling Take With Merchandise (TW)Selling Delayed Delivery Merchandise (DD)Creating a Special Order (SO)

Returning Merchandise: Standard Return Process

The Standard Return Process does not require the original transaction number.

Part 1 - IntroductionPart 2 - Returning Take With Merchandise (TW)Part 3 - Exchanging Take With Merchandise (TW)Part 4 - Returning Delayed Delivery Merchandise (DD)Part 5 - Exchanging Delayed Delivery Merchandise (DD)Part 6 - Applying Price Protection (TW, DD)

Returning Merchandise: Enhanced Return Process

The Enhanced Return Process requires the original transaction number.

Part 1 - IntroductionPart 2 - Returning an Item (TW, DD)Part 3 - Returning an Item in a Package (TW, DD)Part 4 - Exchanging an Item (TW, DD)Part 5 - Applying Price Protection (TW, DD)Part 6 - Using the Override Feature (TW, DD)

Payments on an Open Order

Making a Layaway Payment (ML)

Credit Memos & Office Refunds

Issuing an Office Refund (TW, DD)Issuing a Credit Memo (TW, DD)Searching for a Credit Memo Number (TW, DD)Redeeming a Credit Memo (TW, DD)Creating a Credit Memo from an Office Refund

Warranties

Selling a Warranty on a Current Sale (TW, DD)Selling a Warranty on a Prior Sale (TW, DD)

Packages

Creating a Package on the Fly (TW, DD)Selling a PKS Package (TW, DD)

Quote Tickets

Creating a Merchandise Quote (QT)Maintaining a Quote (RQ)Accepting a Quote (RQ)

Maintaining an Open Order

Adding a Line to an Order (DI)Changing a Line on an Order (DI)Deleting a Line from an Order (DI)

Shipping an Open Order

Shipping an Entire Order (DZ)Shipping a Partial Order (DZ)

Cancelling an Order

Cancelling an Order (CO)

Gift Certificates

Part 1 - Gift Certificates IntroductionPart 2 - Selling a Gift Certificate using GIFT (TW, DD)Part 3 - Redeeming a Gift Certificate using GIFT (TW, DD)Part 4 - Selling a Gift Certificate using *GIFT (TW, DD)Part 5 - Redeeming a Gift Certificate using *GIFT (TW, DD)

Return to Supplier

Returning an Item to a Supplier (RS)Receiving a Replacement Item from a Supplier (RS)

Other POS Videos

Using the Room Feature (DD)Selling Accessories (TW,DD)Accepting a Trade In (TW)Using the Media Field (TW, DD)Adding a Locator Number to a Transaction (TW, DD)Applying an Instant Rebate (TW, DD)Entering a TW Transaction with No Lines (TW)Receiving an A/R Account Payment (RA)

Order Processing

(VIEW VIDEOS)

Introduction & General Skills

Introduction to Order ProcessingUnconfirming an Order (General Skill)

Order Maintenance (02-08-02)

Adding a Line to an OrderChanging a Line on an OrderDeleting a Line on an OrderAdding an On the Fly Package to an OrderMaintaining Warranty Coverage on an OrderChanging the Pickup Branch on an OrderAdding a Locator Number to an OrderReturning/Exchanging an Item on an Order

Quick Ship (02-08-03)

Shipping an Entire OrderShipping a Partial OrderUsing Auto Quick Ship

Order Processing Status (02-08-04)

Part 1 - IntroductionPart 2 - Viewing Order StatusesPart 3 - Using the Order Maintenance InterfacePart 4 - Using the Quick Ship, Check Out/Check In InterfacesPart 5 - Autoshipping Orders

The Standard Method of Shipping (Long Method)

Part 1 - IntroductionPart 2 - Printing Picking/Packing Sheets (02-08-10)Part 3 - Running Order Check-Out (02-08-11)Part 4 - Printing the Routing/Delivery Manifest (02-08-12)Part 5 - Printing Invoice (02-08-13)Part 6 - Running Order Check-In (02-08-15)Part 7 - Running Order Update (02-08-16)Part 8 - Printing the Final Order Register (02-08-17)

Inquiry Screens

Inquiry by Order (02-08-21)Item Supply by Branch: Part 1 - Introduction (02-08-22-03)Item Supply by Branch: Part 2 - Inquiring on an Item (02-08-22-03)Using Open Order Inquiry (02-08-23)

Preferences

Setting Up Reason Codes (02-08-90-04)

Sales Transactions

(VIEW VIDEOS)

Closing the Sales Day

Part 1 - IntroductionPart 2 - Running the Audit (02-03)Part 3 - Running Amounts to G/L (02-04)Part 4 - Running Sales Transactions Update (02-05)

End of Day Cashout (02-09)

Completing an End of Day Cashout

Inquiries

Using the New Sales Transaction Inquiry (02-16)

Cash Drawer Report (02-17)

Printing the Cash Drawer Report

Bottom Text Load for Form L (02-18-15)

Part 1 - IntroductionPart 2 - Using the Same Bottom Text for each Branch/RegionPart 3 - Using Different Bottom Text for each Branch/Region

Customer Call Log (02-51)

Creating a New Call Log and Using the Configure Feature

Inventory

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Package File Entry/Maint (03-06-01)

Adding Sub-Items to a Package

Inventory Available for Sale (03-07)

Using Stock Inquiry

Purchase Orders

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Purchase Order Entry (04-01)

Creating a New Purchase Order

Month End Processing

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Preparation for Month End Close

Part 1 - Preparation for Month End ClosePart 2 - Initial StepsPart 3 - Sales TransactionsPart 4 - Sales AnalysisPart 5 - A/R OpenPart 6 - Accounts PayablePart 7 - General Ledger

Month End Reconciliation

Part 1 - Inventory to General LedgerPart 2 - A/R Open to General LedgerPart 3 - Accounts Payable to General Ledger

Sales Analysis

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Introduction to Sales Analysis

Centralized Delivery

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Introduction: Centralized Delivery

Introduction to Centralized Delivery

Inquiries

Using Schedule Header Days (21-20)Using Schedule Details (21-21)

The Scheduler (21-25)

Part 1 - IntroductionPart 2 - Using the Advanced SchedulerPart 3 - Using the Quik SchedulerPart 4 - Using the Standard CalendarPart 5 - Using the Quik CalendarPart 6 - Scheduling OP Orders with Multiple Delivery Dates

Other Videos

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A/P Disbursement Selection (11-10)

Selecting Invoices for Payment

Instant Rebate (04-32)

Creating a New Instant Rebate PlanApplying and Instant Rebate

Customer Master (20-01)

Creating a New CustomerMaintaining a CustomerSearching for a Customer

Item Master Import/Export (24-10)

Part 1: IntroductionPart 2: Exporting a FilePart 3: Importing a File

Service Parts Import/Export (24-11)

Part 1: IntroductionPart 2: Exporting a FilePart 3: Importing a File

Service (07)

Introduction to Service

Exporting GUI Reports

Exporting GUI Reports for ExcelExporting Reports for Open Office