System Setup Other Settings Tab

Action: SETUP

Customer form captions

Customer form captions...There are four general purpose fields on the Customer form, called Alternate ID’s. You can enter anything you like in these fields. For each of these alternate IDs, you can enter a caption here that will appear on the Customer form. For example: Driver’s License, Social Security Number, Credit Card.

Req?...If checked, the corresponding general purpose field will be required to save a customer’s file.

Track Gift Card Balances…when enabled, ProfitSystem® provides the tools for a shop to offer Gift Card/Certificate services. It will provide a balance tracking feature whereby the system will maintain a balance by gift card/certificate ID code.

This option, when checked, will prompt for the ID Code when a user purchases a gift card/certificate & automatically maintains a balance for that ID code. Users may use the Gift ID code to place payments against sales tickets via the Gift Card tender type.

BBL optionally offers Gift Cards with ID Codes recorded on magnetic stripe, like a credit card, that may be utilized.

Expired Gift Card IDs may be purged via the ProfitSystem™ Purge functions.

Style code prompt for ticket...Caption that will replace the Style prompt on the Ticket form.

Screen lock password...The password needed to unlock the station. This field is blank by default and the feature will not become enabled unless you actually put a word in this field. The station can be locked by pressing F12 or selecting Lock station from the menu. This option locks the station so ProfitSystem® cannot be used. You would use this if you have a workstation positioned so that a customer or other unauthorized person could easily use it. You could lock the workstation each time you walk away by pressing F12.

If the password is blank, the screen lock will be disabled.

PO Detail...The level of detail on the PO. Each level builds on the lower level.. High format prints the event date and the event name; Medium format prints the event name; Low format prints neither.

Receipt format...The format of the receipt. Select 80 column for a receipt designed for an 8 ½ by 11 page (most common). Select 40 column for a receipt designed for a special receipt printer.

Inventory costing...Select either LIFO (last in first out) or FIFO (first in first out). LIFO means that newer inventory is sold first. FIFO means that older inventory is sold first. Each time you sell an item, ProfitSystem® will decrement the quantity on hand for a Receive History entry. Which receive history entry gets decremented depends on this inventory costing method.

First appt time...Only applicable if using the optional Appointment module. This is the time of day when your first appointments will start. ProfitSystem® will adjust the appointment display to start at this time.

Pager path...Only applicable if using the Appointment Integration. If you are using the ProfitSystem® PageLink program to integrate with an in-house paging system, you must enter the path to the PageLink directory here. When you send a page from ProfitSystem®, ProfitSystem® will create a page request file in the specified directory.

Warn user if PO is un-issued an the event is less than x days away...ProfitSystem® will display a !DANGER! message on the Purchase Order/Item Work form if the event date is less than the specified number of days away.

For tuxedo special orders: Issue PO...ProfitSystem® will display an “!ISSUE!” message on the Purchase Order/Item form when the PO is ready to issue. A PO is ready to issue when each ticket that is part of the event has a down payment percentage paid. For male members of the event, the percentage specified here is used to compute the minimum down payment that must be paid on each ticket.

For bridal special orders: Issue PO...ProfitSystem® will display an “!ISSUE!” message on the Un-issued PO form when the PO is ready to issue. A PO is ready to issue when each ticket that is part of the event has a down payment percentage paid. For female members of the event, the percentage specified here is used to compute the minimum down payment that must be paid on each ticket.

Default payment amount to x% of...When taking a payment from the customer, ProfitSystem® will suggest an amount. This amount is computed as this percent of the total due. The amount can be overwritten when the payment is made.

Days to add to confirmed ship date on PO for est. ready for pickup date on Myinfo page... See marketing MyInfo topic for more information on this customer service web feature. This option appears when the Myinfo service is turned on via the Housekeeping-> System Setup-> Stores-> Options tab-> Enable on-line MyInfo? This number value is the number of days to add to the Customer's purchase order confirmed shipping date that appears online for the customer. Many shops wish to pad the shipping date to insure the item arrives within the customer's expectations.

Store status password...The store status page is a web page that can be accessed from any phone, tablet, or PC to show the status of the store. It is typically used by managers and owners to check up on the store when offsite. The page is automatically updated by the CM program, which must be running at all times. Access to the page is controlled by entering a password here. Make sure the password is sufficiently long and complex to be secure. The URL the page will be shown automatically when the password is set. To turn off the page, clear the password.

Backup path...Enter the directory where data copy files should be saved. You can access the backup command from the file menu. You can use this to make a backup of your data.

# of copies...Print the specified number of copies for each document type (PO, Rental Agreement (in WinTPS/TPOS© optional modules), event card, invoice, deposit slip, receipt) This is a system wide setting and applies to all workstations. Individual workstations may override these settings via the Register setup form. The field value should contain the number of 1 copies needed for each document type, i.e., 1 for 1 copy. 0 will NOT print any copy.

Size chart measurements...There are 3 extra measurements on a size chart, normally called Measurement 4, 5, and 6. These measurements can be renamed using the Caption 4, Caption 5, and Caption 6 fields. The value for Caption 4 will appear on the Size Chart form, and on the printed size chat.