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Title Bar Menu

This menu is displayed when the Profit System is not using the Comprehensive menus. Comprehensive menus are turned off and on from the System Setup form, Toolbar/Desktop form. Here are the options.

File menu

  • Switch Register/Store: Only available if you have the ProfitSystem© Multi-Store Integration. Lets a user temporarily change the identity of the current register s/he is logged into to the identify of another register. This new identity is maintained until the user switches back to the original identity OR the user exits ProfitSystem©. It prompts first for a store id then a register within that store. Stores have to be created via the system setup and registers have to be created via the Register form. The register identity is used for receiving inventory, sales ticket transactions and certain reports.
  • Pickup Notifications: The Pickup Notifications form is a tool designed to be utilized as an organized method to notify customers that special order merchandise is in the shop and ready for pickup. See the Pickup Notification topic for more operation information.
  • BM Follow Up: This tool is used by bridesmaids sales consultants to follow up on prospective sales and close existing sales.
  • Bridal Follow Up: This tool is used by bridal sales consultants to follow up on prospective sales and close existing sales.
  • Rental Follow Up: This tool is used by formal wear rental consultants to follow up on prospective sales and close existing sales.
  • Logoff: Not used in ProfitSystem.
  • Change Password. ProfitSystem users may quickly and easily change their passwords via this selection. Frequent password changes is a great security preventative fraud habit.
  • Exit: Exits from ProfitSystem

Edit

  • Undo: Undo your changes to the field you are currently editing, without discarding any other changes you’ve made to other fields.
  • Redo: Redo the changes that you just undid.
  • Cut: Cut the highlighted information into the Windows clipboard.
  • Copy: Copy the highlighted information into the Windows clipboard.
  • Paste: Paste the information from the Windows clipboard into the current field.
  • Clear: Blank the current field.
  • Select all: Highlights the current field.
  • Find: Not available in ProfitSystem®.
  • Replace: Not available in ProfitSystem®.

Locate

  • View Inventory F4: Lets you quickly browse retail inventory by store style or vendor style or internet style. This lookup feature allows a user to see all Size/Color/Widths for each style and the total quantity on hand, as well, as quantity on hand for each store location (when the multi-store feature is on). Also color charts and picture of the style can be viewed when available. Available Extra Charge selections entered for a style can be view when needed by the user via the Extra Charge button. This inventory lookup feature will not display rental styles entered in via WinTPS/TPOS© optional modules. Finally, via the ADD button, a Quick-Add inventory function is available for authorized users. This Quick-Add permits retail inventory to be created with Vendor Style, Vendor code (new vendors may be created on the fly), Category (new categories may be created on the fly), sub-category (new sub-categories may be created on the fly), Retail price 1 and reorder cost).
  • Inventory by Size/Category F5: This function is a quick tool to lookup Styles by a variety of criteria. Inactive styles and service styles are not included. Select this option or press F5 from main menu. Click on the E-commerce URL column to display the e-commerce page in the web browser.
  • Inventory by Serial/Control F6: Lets you quickly look up the details for either a serial number or control number for a tracked rental inventory item. Available with WinTPS© optional module. Select this option or press F6 from main menu.

  • Check Availability F3: Lets you check the availability of rental inventory items by size and/or style. Only available if you have WinTPS module. Select this menu option or press F3 from main menu for quick access. Quick Availability will use the entered data to show rental availability. All field data is NOT required. A style OR size is required, but NOT both.

  • Style Code... Optional. Enter a style without a size and all the style's sizes will be shown with available rental quantity. Enter a style and size to see that size and 5 smaller sizes and 5 larger sizes.

  • Size code... Optional. Enter a size without a style and see all style's with that size and the availability. Enter a style and size to see that size and 5 smaller sizes and 5 larger sizes.
  • Type... Optional. May be entered when the style field is left blank. This is the rental item type, example is COAT. Enter a size and COAT item type to see availability of ALL coats for the entered size.
  • Pickup... Enter the order's pickup location. The default will the store the user is logged in as. Used to determine assembly & back dates.
  • Use date... The use date availability is being checked for, The system auto determines the asseble and back dates upon the entered use date and order pickup location entered.
  • Assemble... The assembly date. Auto determined by the system based upon the entered use date and pickup location. The assemble date may be manually modified.
  • Back... The back date. Auto determined by the system based upon the entered use date and pickup location. The back date may be manually modified.
  • Check Availability button... Once the fields are completed with the data, click this button for the system to locate and display the availability information.
  • Ticket by Number: Allows a ticket to be displayed by entering it's number. See View Ticket by Number topic for more information.
  • Ticket by Credit Card: Displays all sales tickets that a entered credit card number has been used to pay and allows the operator to see & edit a selected ticket. This reports prompts for the last four digits of the card. This feature is available w hen the shop uses the credit card integration option.
  • Ticket by Style Code: Displays all tickets the entered style code was sold on and allows the operator to see & edit the selected ticket.
  • eMail address: Enter a email address and the system will search for it across prospects, customers and appointments. It is usually used when you need to remove an email address from the records. Enter the email address and click Search. It will display the customers, prospects, and appointments where that address appears.

Transfer

  • This menu option lets you jump directly to another form in ProfitSystem® without having to go through the menus. It is useful if you want to quickly jump to another part of the system without exiting from the form you are on. For example, you are entering a customer on the Customer form, and someone wants to quickly get the phone number for a vendor. You can click this menu option and select the vendor form. ProfitSystem® will display the vendor form on top of the customer form, You can then locate the vendor, get the phone number, and close the vendor form. You will then be back at the customer form right where you left off. You can find the form name by looking in the upper right hand corner of the form itself.

Tools

  • Calendar: Selection to Pop-up a calendar to quickly see days/dates
  • Keyboard:.Displays an on-screen keyboard. If you are on a field you can type into, you can click this menu option to display a keyboard. You can then click on the letters you want to type into the field.
  • Assign Pager to User: Optional feature installed with the BBL Appointment module to assign pager IDs to Sales Associates. Supports the use of a in-house alpha numeric paging system to send messages.
  • Send Page: Optional feature installed with the BBL Appointment module to send a 55 character alpha numeric message to a Sales Associate or ALL Sales Associates assigned pagers.
  • Backup Alt-B: Allows you to easily make a copy of your data to a Flash drive, CD-RW, or other drive location. Before using this option, a default backup path should be set in System/Store Setup, located at Main->Housekeeping->System/Store Setup. The path may be changed by clicking the file selector icon next to the backup path field. This option is also compatible with BBL's online Backup System called Titan Backup®. It will initiate a session with Titan when that software is installed. Visit the topic Off-Site Backup for more information. All users should be exited from the ProfitSystem© system during the backup process. ProfitSystem© will warn the user that files are in use during the backup. The backup function will backup all system & data files and store them in a single compressed file. This file should be moved or created on storage media that can be removed from the computer, like a CDRW. Review the topic 'How do I backup ProfitSystem©' for further explanation.
  • Upgrades: ProfitSystem© will connect to the internet and check to see if there are any upgrades available to ProfitSystem©. You must have an internet connection available from the computer to use this feature.
  • PDA Physical: Starts the PDA Physical application that supports certain Wireless Portable Scanners for direct counting of inventory into ProfitSystem© via the use of Terminal Services.
  • PDA Check Serial: Starts the PDA application that supports certain Wireless Portable Scanners for checking inventory by scanning barcodes via the use of Terminal Services. Once a valid barcode is scanned or typed information concerning price, on hand quantity ..etc is displayed.
  • Move Server: The Move Server menu option on the Tools menu is used to move the data files from an old server to a new one.Move Server Steps This option will help setup a new file server for ProfitSystem. Use this when an existing server is being retired. See the FAQ Upgrade Server for more information.

Lock station

This will lock the workstation so it cannot be used. To unlock the workstation you will have to enter the unlock password (UNLOCK, by default) You can change the unlock password in Main->Housekeeping->General Setup->System/Store Setup->Other Settings Tab. If no password is set, the Lock Station option will not work.

To-Do

A module that provides software tools to manage actions/tasks for prospects & customers. This option starts the To-Do module and allows a user to see TO-DOs assigned directly to them or for their department. See the TO-DO topic for more information.

Help

  • Contents: Displays the ProfitSystem® on-line help.

  • Unlock options: Displays the Program Options form. This form is used to activate and deactivate WiPOS on your computer network, turn on or off optional software modules in ProfitSystem® and to extend service dates. This may be utilized to update your license via the internet or when talking to BBL Systems technical support. Available options are:

  • Automatically via the internet

  • Using an upgrade key via the internet
  • By installing a new license file received on disk or via eMail
  • Over the phone
  • Disable Security: Used by BBL Customer Service to disable the security for troubleshooting.
  • Remote Helpdesk: This function will visit the BBL web-site and start the Remote Helpdesk software that allows BBL technical support to see your computer desktop.
  • About: Displays the ProfitSystem® About form. It tells you what version of ProfitSystem® you are using, where the data files are located, your registered name and company, and your serial number.

Quick Launch

This is a feature set-up via the Housekeeping->General Setup->Actions/Transfer Table form to allow users to quickly access applications or web-sites outside of ProfitSystem. ProfitSystem main menu will re-display when a user exits the application/site that Quick Launch can transferred them to. Its a great way to allow users to access other applications and web-sites without exiting from ProfitSystem© to the desktop.