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Setup |
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Table of Contents |
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Click on any item to
jump to that section. |
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Adjustment Reason |
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Customer |
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Loyalty |
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Price |
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Products |
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Return Reason |
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Sales Person |
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Sales Source |
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Tax |
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Users |
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Vendors |
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Adjustment Reason |
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Set up
inventory adjustment reasons if you want to track and report on
inventory increases and decreases. Examples include damaged,
theft or adjustments resulting from the taking of a physical
inventory. You can also set up adjustments for transfers to and from
another location. Once you have setup your inventory adjustment
reasons you can enter adjustments at System
Manager->Transaction-> Inventory Adjustment. |
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Customer |
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Use the Customer file if
you want to establish a loyalty program, you are granting customers
credit (pay later) or store credit (an exchange to be redeemed later). Not all fields in the
Customer file are required.
The table below outlines required and optional fields. |
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Field |
Required? |
Notes |
| Customer
Code |
Yes |
Assigned by system |
| Customer
Name |
Yes |
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| Address |
No |
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| City |
No |
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| State |
No |
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| Zip Code |
No |
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| Country |
No |
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| Phone No. |
Yes |
Parentheses, hyphens and periods are
allowed but not recommended. Omitting these characters will
improve phone number search capability on the POS. |
| Fax No. |
No |
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| Email |
No |
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| Remarks |
No |
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| Sales
Person |
No |
Default is House |
| Customer
Active/Inactive |
No |
Default is Active |
| Price
Level |
No |
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| Credit
Limit |
No |
Default is 0 |
| Taxable |
No |
Default is Yes |
| Credit
Hold |
No |
Default is No |
| Loyalty |
No |
Default is No |
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Loyalty |
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Set up
Loyalty Levels to assign points to a product. If a customer's
account is set up to participate in the loyalty program, as discussed
in the Customer file setup above, they will earn points when they
purchase product (points are assigned to a product during product
setup). Customers can then use their accumulated points
to pay for purchases. Accumulated
points display on the POS in the Customer Dialog Panel as shown below. |
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Price |
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Set up Price Levels to
assign a price discount to customer. You might design your price
levels around a loyalty or customer club by using Gold, Platinum and
Bronze levels for example. Price levels can also be used to
differentiate between retail and wholesale customers or government
customers who have been granted pricing different from normal pricing.
When you link a price discount
level to a customer account, as discussed in the Customer file setup
above, all sales to that customer will be discounted at the rate setup
in the Price Level. The discount is computed on the price entered in
the Sales Price field when you set up the product as described below. |
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Products |
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Not all fields in the
Product file are required. The table below outlines required and
optional fields. |
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Field |
Required? |
Notes |
| Department |
Yes |
 Click
on the icon to the right of the field to setup your Departments.
Do the same for all other fields with the icon. |
| Category |
Yes |
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| Description |
Yes |
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| Brand-Style |
Yes |
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| Style-Lot# |
No |
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| Vendor
Name |
No |
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| Product Code |
Yes |
If your product is bar coded, then scan the bar code into this
field. If the product is not bar coded then enter a unique
product code (use the Bar Code module to print a bar code). The
product code can be assigned by the system by selecting Product Auto
Numbering in the Settings setup (discussed above) |
| Size |
No |
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| Color |
No |
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| Purchase Price |
Yes |
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| Markup % |
No |
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| Sales Price |
No |
Computed
field, takes Purchase Price x Markup%. Can also be numerical
input. |
| Op. Stock |
No |
Means
"Opening Stock". You will enter your initial stocking
quantity here. All other product receipts after you open your
store will be performed in the Receiving function. |
| Reorder Level |
No |
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| Product
Notes |
No |
Add any internal reference information
about the product (or product group). |
| Set Price Level |
No |
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| Set Tax |
No |
First setup your tax rates by
selecting 'Tax' on the left panel of the System Manager screen.
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| Set Loyalty |
No |
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| Special Price |
No |
Enter
promo price and promo period. The price will be reflected on the
POS when you sell the product during the period specified. |
| Alternate Products |
No |
Specify
substitute items to offer. On the POS you can display the
substitute items associated with a product by selecting the
"Alternate" button. |
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Return Reason |
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Set up
product return reasons if you want to track and report on the
reasons why customers return products depending of course on your
return policy. When you process a return on the POS, the system
will automatically prompt you to select a Return Reason.
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Sales Person |
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Use the Sales Person file
if you are going to pay commissions on sales. Commissions are computed
using the rate you set up in this file multiplied by the net sale
price of the product exclusive of tax. The earned sales
commissions for a period can be determined by printing the Sales
Person Commissions report in the Admin button at the POS. Not all fields in the
Sales Person file are required as shown below. |
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Field |
Required? |
Notes |
| Sales
Person Code |
Yes |
Assigned by system |
| Sales
Person Name |
Yes |
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| Address |
No |
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| City |
No |
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| State |
No |
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| Zip Code |
No |
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| Country |
No |
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| Phone No. |
Yes |
Parentheses, hyphens and periods are
allowed but not recommended. Omitting these characters will
improve phone number search capability on the POS. |
| Fax No. |
No |
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Commission Percent |
No |
Default is 0. Enter commissions
in format of 2.50 for 2.5 percent. |
| Email |
No |
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| Remarks |
No |
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Sales Source |
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When you make a sale on
the POS you can associate it with the source of the sale. This allows
you to determine which marketing programs or specific offers are
effective and which are not. Examples of sales sources include:
- Print media advertisements like
yellow pages, magazines, newspapers
- Broadcast media like radio or TV
- Internet searches or ads
- Telemarketing campaigns
- Specific coupons
Note that in Blue Sky POS you can issue
and scan bar Coded coupons. If you do this, make sure the "Source ID:"
field is represents the number from the bar code you created. When the
customer presents the coupon at the POS the POS operator can scan the
bar code to associate it with the sale. |
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Tax |
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Set up
Tax Levels to assign a sales or other tax rate to a product. When
you set up a product, you can associate a Tax Level, or many Tax Levels to a product
or mark the product as non-taxable. If the product is taxable, every time you
sell that product the appropriate tax will be computed on the sale
(after applying discounts) by multiplying the Sales Price of the
product (as setup on in the Product file) by the Tax Levels assigned
to the product. |
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Note that tax rates are not
computed cumulatively. So for example if you assign two rates to a
product of 5 percent and 1 percent, the system will compute tax of 6
percent on the sale. If you mark the product as
non-taxable, no tax will be computed on its sale even if you have
assigned it a Tax Level in the product master. You can print the Sales
Tax by Location report by accessing the Admin button on the POS. |
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Users |
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Field |
Required? |
Notes |
| User ID |
Yes |
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| User Name |
Yes |
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| Password |
Yes |
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| User
Rights |
No |
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| Location
ID |
No |
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| Can Issue
More Than Credit Limit? |
Yes |
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| Touch
Screen |
No |
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| Show
Count Out |
No |
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| Minimize,
Restore, Move |
No |
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Vendors |
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The Vendor file is where
you set up your suppliers. you can associate products with vendors
during the set up of products as discussed above so you can know which
vendors supply what. Not all fields in the vendor file are required.
The table below outlines required and optional fields. |
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Field |
Required? |
Notes |
| Vendor Code |
Yes |
System
assigned |
| Vendor Name |
Yes |
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| Address |
No |
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| City |
No |
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| State |
No |
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| Zip |
No |
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| Country |
No |
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| Phone No: |
Yes |
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| Fax No: |
No |
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| Email |
No |
Click on
field name to invoke email client |
| Remarks |
No |
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| Vendor Active/Inactive |
No |
Defaults
to active |
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