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Title Bar Menu Comprehensive

This menu is displayed when the Profit System is 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

  • Clock in/out: Available with the Time Clock integration.
  • 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.
  • Register/Store Close or Open: Closes the current register or the store, if registers are required to be closed and opened.
  • Register/Store Status: Displays the open/close status for all registers.
  • Open Cash Drawer: Opens the cash drawer if this register is configured with one.
  • Paid-in: Allows monies to be paid-in.
  • Paid-out: Allows monies to be paid-out.
  • Logoff: Normally, the Profit System automatically logs out the current user when they return to the main desktop. However, a register can be configured to remember the current user even at the main desktop. In this case, this menu option forces the
  • register to forget the current user.
  • 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 menu

  • 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®.

Find 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.

  • Email or phone: 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 dis play the customers, prospects, and appointments where that address appears. Gift card balance: Enter a gift card number to display it's current balance.

  • 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 Search F5: This function is a quick tool to lookup styles/sizes/colors using a number of criteria. By default, it excludes items marked 'Service/Not Inventoried' and 'Inactive' in inventory. Select this option or press F5 from main menu.

  • 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.

  • 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.

  • Last Ticket: Re-displays the last ticket viewed.

Modules

Sales, PO/Ship, Rental, Inventory, Marketing, Appointments, To-Do, Reports, Setup, Time Clock**...These menu options go to the various main functions of the program.

Tools menu.

  • Unlock options: Enables or disables features in the program using codes provided by BBL Systems, Inc.
  • Remote Helpdesk: A remote support tool used under direction of BBL Systems.
  • Check for upgrades: Checks if a new version of the program is available.
  • 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.
  • 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.
  • Backup: 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.
  • Disable security: Used by BBL Customer Service to disable the security for troubleshooting.
  • Calendar: Selection to Pop-up a calendar to quickly see days/dates
  • 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.
  • 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.

Help menu

  • Contents: Displays the ProfitSystem® on-line help.
  • Go to BBL Web Site: Opens the web browser and goes to BBL Systems, Inc.
  • PDF manual: Displays the manual in PDF format for printing.
  • Online training videos: BBL Systems has a number of training videos that demonstrate use of the program. These videos can be found on the web site. This menu option will open the web browser and display those videos.
  • Online Knowledge base: The Knowledge base is a list of common problems and solutions. This menu option will open the web browser and display the knowledge base on the web site.
  • 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 menu

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©. ProfitSystemv 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.