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Using ProfitSystem

Usage Concepts

ProfitSystem® is a Windows application, which means that you’ll be using both a mouse and a keyboard to work with it. You should be comfortable with Windows in general before trying to learn ProfitSystem®.

All ProfitSystem® data entry forms follow the same basic look and feel. Each will vary as to the number of tabs and/or buttons they contain. Most forms have more than one tab, some do not have any tabs. Forms can be resized by grabbing an edge of the form, or using the Maximize button in the upper right corner.

Application main title bar.

The Application Title bar provides important information concerning the system. It shows three pieces of information. Application name (WinTPS/ProfitSystem). Following the name is the register name of the workstation, in this case EDDIE. Next, the current business date, then store location of the register (helpful in multi-store implementations) and finally word DEVELOPMENT (only displayed when the application mode is in development). See the Title Bar menu topic for more information of the options found within this menu bar.

Data Form Example

This image is the Retail Inventory form, which will be used as an example. Data forms operate in the same consistent manner.

The leftmost tab is the List tab. This shows all the items in the retail inventory. You can click on a record to select it, or double-click to select it and go to the Details tab. Use the scroll bar on the right side of the list to scroll the list up and down, or click in the list and use the arrow keys.

The list is sorted by the leftmost column. In this case, it’s the store style number. To search for a store style code, click on field next to Search for: and start typing the store style code. As you type, ProfitSystem® will locate the style code that matches what you’ve typed.

If you instead wanted to search on the vendor style code, you would click on the column heading for vendor style code. That column will move over the left, indicating that it is now the search column This will now sort the list by vendor style code. Then as you type it will locate the matching vendor style code. You can only search on columns that are shown with bold black headings.

Once you have located the inventory item you want to see, double-click on it in the list, or press Enter on it, or click on the Details tab. This will display the Details tab.

Common buttons found on data entry forms

Save... Saves any changes made to the data of a form.

Cancel... Throws away any changes made to the data of a form.

Delete... Deletes the current displayed data. Deleted data cannot be recalled. Cannot be selected while data changes are pending. Data changes must be SAVED or CANCELLED before.

Add... Adds a new set of information to the form. Cannot be selected while data changes are pending. Data changes must be SAVED or CANCELLED before.

Done... Exits the form and returns to the previous form or menu. Cannot be selected while data changes are pending. Data changes must be SAVED or CANCELLED before.

Printing

When a report is run, you can choose to 1) Print it to a selected printer 2) View on the screen - The report toolbar contains a Printer icon that will print the report 3) A text file 4) An Excel spreadsheet file. Text file or Excel output files are automatically stored in the ProfitSystem data user folder or the Documents folder for the user. Review the topic Installing ProfitSystem for a description of standard folder locations. 5) PDF - Creates a PDF file of the report.