System Setup Ticket receipt

Action: SETUP

The System/Store set-up allows the customization of how ProfitSystem implements specific features. Set these options tobest accommodate your store operational requirements.

Ticket

Make grid longer, require Show Details to see fields?...If checked, ProfitSystem® will hide all the line item detail on the Ticket form and increase the size of the line item grid to fill up the space. This lets you see as many line items as possible, with less detail for each line item. When the user creates a sale, an adjustment,etc. ProfitSystem® will automatically display the detail as needed. This option makes the Ticket form look less cluttered. You can display the line item details of the ticket at any time by clicking the show details button on the ticket screen.

Allow sale of item not in inventory...If the user tries to sell a style code that is not found in inventory, ProfitSystem® will change the style code to NoSKU if this option is checked. If this option is not checked, ProfitSystem® will not allow you to sell a style code that is not found in inventory. If you check this option an sell items using the NoSKU style code, you will have to put the item description/style code in the reference field. You will be unable to create PO’s using the NoSKU style code. Also, the sales reports will not be able to break down sales of these items, since they will all show up on the sales reports as style code NoSKU. For these reasons, this option is not normally checked.

Leave default sales item status blank...When checked, the user will be prompted for the status of a sold item at sale time (Pickup Now, Pickup Later,Special Order). If unchecked, ProfitSystem® will default the item status to Taken. This would only be checked if most of your business is stock sales that customers take with them. At sale time, you can override the default Taken status if need be.

Default to stock piece...At sale time, the item that is being sold will be taken from stock unless the clerk selects Special Order or Pickup Later. If only one size record exists within the retail inventory for the style being sold, ProfitSystem® will automatically fill in the size, color and width on the Ticket form.

Allow stock sale of item not in stock...If checked, you can sell items even though the size and color do not appear in retail inventory. If not checked, the user may only select special order if a size/color combo does not exist in the inventory SCW form for the style being sold.

Insert measurements into special instructions for Special Orders...If checked, ProfitSystem® will automatically insert the customers measurements into the special order instructions for any special ordered items. An Insert Measurements button also appears on the special instructions entry form so you can insert the measurements manually if you like.

Show 2nd and 3rd salesperson on ticket...If checked,up to 3 salespersons can be entered on each sale. If not checked, only one salesperson can be entered per sale. This is in addition to the Clerk. You would want to display them if you split commissions between sales associates.

SA 1 required...If checked, the user will be forced to enter at least one salesperson for a sale before it can be saved.

Clerk required...If checked, the user will be forced to enter the clerk for a sale before it can be saved.

Warn user if QOH going below zero at sale time...If checked, ProfitSystem will display a warning message during the sale on a ticket if it's a stock sale and the QOH would go below zero once the sale is complete. The warning will appear, but let the user continue with the sale when selling a inventory item from stock with zero Quantity on Hand .

Require size/color/width to appear in charts?...This setting will validate a Size, Color & Width combination being sold on a sales ticket against the Size, Color & Width charts that may be entered on the inventory style. If a chart is not entered, the system will accept any value entered by the user. To check the Size/Color/Width entries on the Inventory SCW form against any entered Chart(s),the system has an inventory report called SCW not on Chart that will list entries in the SCW form that are not on the Style's chart. Management should make sure the SCW form and Size, Color,Width Charts agree.

Adj amounts must be entered via markdown codes?...by default adjustments may be enter onto tickets to reduce the price of an item. When this option is DISABLED, a user may enter a markdown amount and optionally a markdown code (reason). Enabled (checked) a user must first enter a markdown code which in term automatically applies the markdown amount. Markdown codes and amounts are created in the Markdown Code form.

Exclude extra charges from adjustments?... Adjustments / Markdowns are computed on the current net price of the sales transaction. Extra Charges affect the sales's net price. Checked this setting will exclude any extra charges from the adjustment calculation. For example. A bride purchases a size 22 gown for $1000, the extra size charge adds another $200 for a $1200 total. Now you wish to give the bride a 10% adjustment / markdown on the dress. When extra charges are excluded the 10% discount would be $100 in this example.

Prompt user to confirm credit card charge?...Display a prompt to confirm the amount of the charge when swiping a credit card. This slows down the check out process slightly, but lets the user confirm they are charging the correct amount to the card.

Don't allow items with status of Order to be taken?...An item with status Order cannot be marked Taken on the ticket. The item must be received to status In first.

Don't allow sale if QOH is zero?...Don't allow sale of a style/size/color if the QOH would be below zero afterwards.

When canceling a sale, stock to inventory, special never?...When you cancel a sale, if it's a stock sale, convert to an inventory item automatically. If it's a special order, delete the pickup inventory item if present, and do not move to inventory.

Receipt

Suppress header on receipts...When checked, all receipts will drop with a 2” header margin and will not print company name, address, logo, on the receipts. This would be checked if you have company letterhead that your shop prints it’s receipts on.

Print measurements on receipts...If checked, the customer’s measurements will print on sales receipts.

Print special instructions on receipts...If checked, the special instructions entered for special orders will print on the sales receipts.

Print email on receipt...If checked, the quantity purchased at the price will print below each line item on the sales receipt.

Print clerk and all salespeople on receipt...If checked, the ID of the clerk and all the salespeople for each transaction will print on the sales receipt.

Print width column on receipt...If checked, the width will print on the sales receipt.

Print reference for ticket line item of receipt...If checked, the reference entered on the Ticket form will print below the line item on the sales receipt.

Prompt to print receipt...If checked, ProfitSystem® will prompt to print the receipt rather than printing it automatically each time a ticket is changed.

Right justify the statement summary on receipt...If checked, the statement summary will be moved over to the right side of the sales receipt. By default it prints on the left side of the receipt.

Use narrow format receipt...If checked, ProfitSystem® will limit the amount of information on the receipt to make it narrower. This option is only used for stores with special pre-printed format receipts. We do not recommend using pre-printed forms, so most shops would not use this option.

Hide “store credit created” on receipt...This option suppresses all the store credit created messages that appear on a receipt. You would normally not use this option, it is only provided for customers with special needs.

Only print receipt if it contains a sale?..When using WinTPS, a ticket can contain a rental transaction and no sale transactions. In this case, if this option is checked, WinTPS will not print the standard receipt when the ticket is created or saved. When using this option you would normally print a Reservation Receipt instead.

Prompt for summary only receipt?...Checked, the ProfitSystem system stop and ask user to print a summary or standard receipt. A summary receipt will only print the receipt grand totals. It omits all line item details.

Suppress signature line?... By default, the ProfitSystem adds a signature line to the receipt after the terms. If this is checked, no signature line is automatically printed.

Message or receipt if customer has a store credit (use NONE for no message)...When a customer has a store credit a short message prints at the top of the sales receipt along with the store credit. If this is left blank ProfitSystem will use it's default message 'CUSTOMER STORE CREDIT (MAY BE REFUNDED OR USED AS PAYMENT)'. To completely suppress the store credit message enter NONE.