Added a RE=Rental to the MI screen in TX. This option will only display if there is an associated rental master record. When you view the RE=Rental screen it is passing the “Inquiry” through so you are still in Inquiry mode and will not be able to edit any information in the Rental Master record.
In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ?? button and a new option of O,E has been added that will print any un-printed orders regardless as to weather or not it has an ebook only.
Department Sales
Below is an overview of the Department Sales report.
Path: POS-RP-1-5-2
Purpose: Display the gross to net numbers by department.
Output: Date, Department Codes, Department Sales, Department Returns, Department Discounts, Department Markdowns, Department Net, Merchandise Net, Non-Merchandise Net, Non-allocated Discounts, Total Taxes, Transaction Net.
The summary output combines the sales information for the entire day.
The Detailed version breaks the sales figures out by register.
Below is an overview of the Store Sales by Store by Register by Date report which is virtually identical to the Store Sales by Store by Date by Interval.
Path: POS-RP-1-4-1 and POS-RP-1-4-2
Purpose: These reports are used to display the number of transactions, dollar amount and item count for a given time period. This can be in detail or summary format, with store and/or date sub totals.
Output: Register, Date, Time Interval (default 30 mins) Time Transactions (transactions in time period), Time LI (line items per time period) Time Sales (dollar amount sold in time period) Time Elapsed (time between sales) Average Tran.Time (average transaction time), Secs Per Line Item, Cust Count (edge case typically not used)
A Summary can be run to get the ending value for each day, but the true value is in the detailed version of the report.
Updated User and Cashier Maintenance have been combined into one screen.
Click here for e-book only documentation for Textbooks
ShipEngine parameters can be found here. Also note you will need to setup a ShipEngine account
Web Order Subject Line:
For detailed instructions on customizing the subject like for your Wed Orders, Click here.
Textbooks new export features:
Click here for feature details and in-depth documentation.
Setting up Reprint-X report in Point-of-Sale:
You will need to add the below Transaction Type to your system.
Path: POS > Transaction Parameters > Transaction Types
When using the new Transaction you will be prompted for the below. *all fields are required
RedShelf Import detailed Instructions
Automated details for importing can be found here
For detailed instructions for Printing on Demand see Register Parameters
IPP320 and IPP350 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
ISC-250 Touch Ingenico Devices
• Press +, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press + to navigate down.
• Press – to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
iSMP4 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F1 to navigate left.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press F4 to navigate right.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
Remember with spring break just around the corner:
Remember to update the buying guides you plan on using this summer and fall for buyback with the latest versions.
If you or your staff are not receiving buying guide updates and you would like to receive these please email support@total-computing.com.
Added POP-UP ability to promote discount codes and coupons for your WebStore
Force Student ID for websites with rental textbooks
Once set, web customers will be forced to add Student ID when creating a new account
*All existing accounts will be prompted to add their ID at checkout if a rental item is in their cart
*Custom language can be added to your site for school spirit and branded ID’s
To add an image to a Fee code which will display online
To view the current status of a customer confirmation number
When you look up a customer for rental or for rental drop off you will see some additional information on the search display screen.
We are proud to announce a new support process that will begin on February 1st, 2021. We are shifting from our current ShowMyPC support tool to our new ScreenConnect service. ShowMyPC sessions will no longer work and the desktop shortcuts should be removed. This means there will also be changes in the process of getting remote access to assist you.
Run/Open the client that is downloaded to complete the connection
The image will be pulled from the same location that your website images are stored in. Pick slips will be emailed to a set email address as a pdf so that you can reprint them if needed. *Contact Support to have this feature setup
The new features here allow you to set your late fee processing type as either a Flat fee or a Daily fee, With the Flat fee, whatever flat fee you set on the item rental master then that is the fee that will be charged regardless of the number of days late. With the Daily fee, the customer will get charged the late fee on a per day basis, the more days late the larger the late fee.
You now have the ability to allow the system to auto calculate the new and used rental prices using different default percentages, you still have the ability to override the auto calculated prices whenever you wish.
POS-27-21-1
Added Late Fee Processing override option, this will override the Late Fee Processing
looking up a customer for rental or for rental drop off you will see some additional information on the search display screen.
If a customer record has ever had a rental then a ‘Y’ will appear under the “Rnt” column, if they currently have a rental that has not yet been turned in then a “*Y” will show, again this is to indicate that the customer record currently has an outstanding rental.
POS-27-24-21
Close all previous Terms (TX-SU-1-2-2)
Update your Buying Guides (TX-24-21)
Sync your Registers (SL-2) (POS-6-2) Video
Verify your Rental Periods (POS-27-21)
GM End of Period Processing (GM-23)
Setup your catalog to be “Featured” during checkout. (POS-26-2 7.a)
Textbook discount exclusion (TX-MF)
Smartsuite
Detailed Documentation and links in the information below.
*note you much be a registered user to view documentation. If you are not a registered user please register using the top-right login options on this page.
We’ve created an article that covers how to determine the version of Windows running on a register, if that register is a valid Windows 10 upgrade candidate and what the upgrade process will entail. You can access that article through this link.
There are several things that you can do ahead of time to help setup a smooth buying experience.
Make sure that you go over all of the preparation and test before your first day of Buyback.
Redshelf Returns and Voids are now working correctly within Redshelf.
Instructions for setting up and enabling Web Order Search are be found here.
Prerequisite
Once you have received your online orders you will need to resume the transactions on the system to fulfill and complete the purchases. *note that the card used to purchase the items is not changed until the resume transaction has been complete at the store. Online orders and the credit cards used for them are only verified valid and are not charged until the online order is completed in the store.
Your register must be open for the day in order to complete web transactions. Referrer to the general cash register training for Opening your register.
3. Your order will be displayed on the screen with the items the customer purchased in their online order. Review the items and remove, add or adjust and verify the contents of the order. *note that freight will display on pickup orders as a $0.00 dollar amount.
* If you modify the Freight you must use the Frieght modify option. This will be setup when the webstore and registers for processing online orders were setup (MOF) **
*If you modify the any item in the webtransaction you must use modify buttons that were created during the setup procedures.(MOM)**
*(MOM) and (MOF) are specific modifiers for online orders. Don’t you keyboard shortcuts for modifying web orders. example |LIM (line item modify) this will not work on a web transactions.
4. Totaling the online order will auto populate the tender code and transaction amount. You don’t need to do any modifications to the tender code unless the customer is using a different payment method than the one they used online to make the purchase.
5. When the transaction is completed you will be prompted to proceed to the Next Transaction or to Reprint the current transaction.
Prerequisite
Original Transaction number, date and register. This can be in any form but all of the material is required to complete the return process.
2. Input the customer ID or preform a search using the ;user’s name or portion of name.
5. Once you have selected or input the correct customer all you will need to do is scan or type in the items that were on the original order into the sku field.
*note the system will not allow the tendered amount to be greater than the original purchase amount for the order.
**do not change the default tender code unless you are giving back cash or store credit. The tender determines what the cashier is prompted for.
*note that not all web registers are equipt with a card terminal.
*note you can find the last 4 from the email confirmations or by reprinting the original receipt. If you do not have access to that information you may run several sales reports or lookup the transaction under the Mail order Customer Maintenance.
*note that if you modify the online web transaction that those modifications will need to be added back as the “Keep” option restores the transaction prior to any of the users changes.
*Please note that credit cards are not charged until the online order has been fulfilled at your web register.
The steps below cover how to return a web order. It’s virtually identical to a regular return, with two exceptions; the transaction type and the tender.
These steps also include returning an ebook. That part of this process is the same for web and regular orders as well.
All web returns must be completed from a Host Connection or your regular web order machine.
This article will cover how to modify the touch screen buttons and layouts used in the transaction screen. It will also go over how to create new screens, how to assign those screens to specific registers, and how to find the various fees, modifiers, and other values that a button can have.
A couple points of interest before digging in:
It’s important to first understand the areas of the transaction screen and how they relate to the screen maintenance in POS-3-22. So first, here is a typical touch screen layout:
Below is the MAIN touch screen layout found in POS-3-22, Touch Screen Codes. This first view are the three tables that control the bottom section of the transaction screen. The F=Fixed Buttons button is what controls the fixed buttons and menu area highlighted in red in the example above.
What makes the bottom buttons unique is that they will change depending on what part of the transaction the user is in. Starting with the Transaction Type, moving to ringing up items and using item level modifiers, then on to tender and transaction modifiers after the transaction has been Totaled.
The “Transaction Types” table is what displays on the bottom of the screen when the cashier is in the Tran Type field.
As soon as they start a transaction, the bottom buttons will change and display the buttons mapped in the “Items & Modifiers” table.
Finally, when the cashier Totals the transaction, the buttons change to the buttons mapped in the “Totals & Modifiers” table.
Changing these buttons is straight forward, but there are some restrictions on the buttons along the bottom of the screen.
Instructions on adding or changing a button are below. The steps used in this example are for adding a Post Void transaction type.
The fixed buttons in the main area of the screen allow for greater flexibility compared to the buttons at the bottom of the screen. While the buttons do not automatically change with the flow of the transaction, it is possible to navigate to secondary menus many levels deep, giving manual control to the cashier.
The transaction screen is mapped out in a grid, referenced by it’s columns and rows, and the buttons are drawn using points on the grid. If you press ALT + G you can see the grid as that the buttons are anchored to. Press ALT + G again to toggle the view off. Note that the column starts at 0, not 1.
Referencing the above image, the F=Fixed Buttons screen in POS-3-22 now makes a lot more sense.
The description column is simply a reference to the element on the screen. The Col, Row, Width, Height and Just columns control the dimensions of the element. The label is what displays on the “button” and the effect controls whether or not you can click on the element, if it’s indented, raised, etc.
Referencing the grid view, we can see that the HEADER element is our banner/message at the top of the buttons. It starts at column 1 (furthest left is column position 0), runs 39 positions, has a height of 1 and the label is centered. The Value field can’t be empty so the word “blank” is used and the Effect 3 makes the element non-interactive.
All of the buttons are then mapped out in the grid with their dimensions, labels and values. There are seven different button effects that can be used, with effects 3 and 7 being non-interactive. How each effect appears by default is shown below. Actual color, border, font, etc. is controlled by the GUI properties, Entities tab. The button number is the effect assigned to that button.
To change a Fixed button:
It is NOT recommended to re-arrange an existing menu by moving, shrinking or stretching elements. It is MUCH easier and safer to create a new menu by copying from an existing layout with the correct amount of buttons and then customize them as needed. TCS has a number of “default” layouts shown below that can be used to source new layouts from.
Note that these layouts are all named their heading number. e.g. 2X3 is the layout code for the first image with “2X3 HEADING” in the screen header. Contact TCS support if you don’t have these layouts and would like them on your system.
It’s recommended to reserve one button on secondary menus to reset the screen back to the main menu.
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This example will cover how to create/customize a new menu and then link the TEST menu to the newly created menu. It’s recommended to temporarily assign any newly created screens to a host based register in POS-3-1 and then test the changes made as that register. The register will be set to ultimately use TEST as it’s primary touch
What a button does can go MUCH further than a single item, transaction type or modifier. Below is a list of different ways a button’s value can be set to accomplish more advanced actions.
** NEED TO DOCUMENT |QUAL THIS IS DIFFERENT FROM MEMO. QUAL WILL STACK ITEMS TOGETHER.
The steps below cover how to create matrix items while you are in the middle of creating a purchase order.
Each inventoried module, GM, Text and Trade requires it’s own inventory initialization and worksheet(s). The main menu to perform all of the inventory steps is (module)-21-1.
The inventory steps include interlocks to prevent you from trying to take a step out of sequence.
This phase involves all the steps prior to performing the physical count.
It is very important to make sure that all of the equipment to be used in the inventory process is functioning properly.
Prior to inventory is a good time to clean up the Master File and purge old inventory items. There are tools located in TX-SU-1-27-5, TR-SU-1-22-5 and GM-SU-1-23-1 to help with cleaning the MF.
Scan some items and upload them to the server to familiarize yourself with the process. This will give you some time to iron out any problems before you count. You will want to clear the DC file of any test uploads by going to (module)-21-1-31
Inventory parameters are set once and then left alone unless you are changing the way you are going to use worksheets. The main inventory control parameter, in (Module)-UU-22, sets how you enter your physical counts in the worksheets. You can use any of these methods:
Your Upload Folder Path will be different than the one shown. If you need assistance please call support for assistance.
The Physical Inventory menu screen options will vary depending upon the inventory method that you choose.
Once the parameters have been set you can initialize your inventory. This will create a “Set ID” that consists of the store, inventory date, and location code you enter. This ID helps keep worksheets from the same module together and separate from other inventories.
Immediately afterwards, if not before inventory has been initialized, close the store to begin your inventory count.
The edit cycle consists of counting inventory, uploading the counts into the system, creating worksheets, checking for and fixing any errors and committing the worksheets.
The following steps should be completed by this point:
When scanning your inventory there are a few guidelines to follow:
o Refer to your scanner’s guide for the specific steps involved in uploading data.
Please refer to any scanner specific guides on how to upload scanned data to the system.
Depending on which inventory method you choose please proceed to the correct portion of the manual to continue.
Make sure the inventory has been Initialized prior to proceeding with these steps.
This process will create worksheets for all items currently in your inventory, worksheets will be sorted according to the options selected here.
Enter ‘A’ for worksheets with all adopted ISBN’s for the specified term in academic dept, course, and section order – followed by worksheets containing any other ISBN’s that match the initialize limits.
Enter ‘B’ for worksheets containing all ISBN’s within the initialize limits, sorted by the ISBN’s first location code, author, and title.
At the sort prompt, enter ‘Y’ to begin a new worksheet each time the primary sort order value changes. Enter ‘N’ to fill each worksheet regardless of such changes. This only applies to worksheets that are automatically created. The sort order value in Text may be academic dept. (option A) or new or used location codes (option B). Trade and GM uses the value you select.
Once you have created you worksheets you will need to print them. The default wksht set and selected term will display. You will need to enter the beginning sheet number and the ending sheet number that you wish to print. The first sheet number and the last sheet number will be filled in for you. Leave these as they are to print all of the worksheets or you may change them to print out selected sheets.
Using the printed sheets, count the inventory in your store, be sure to count all the items in all locations in a logical process to avoid missing items.
When you have completed counting, the worksheet counts need to be entered in to the system.
Enter in the Sheet number; the system quantities will be entered as default. Modify these quantities as needed. You can save the sheet when you are finished making the changes. After you have spot checked the section/sheet you will need to commit the worksheet by entering the ‘C=Commit’ button, this will lock the worksheet from any future changes.
Post is the final step in the inventory process. The following steps should be completed before you post the worksheet sets to inventory:
Once you are ready to post the worksheets go to (module)-21.1.8 and post the worksheet set. Each post is module specific so be sure to post in every module where inventory was initialized. After posting inventory the process is complete.
Make sure the inventory has been Initialized prior to proceeding with these steps.
When using scanners, data is uploaded into the Data Collection file (DC). The system takes the counts uploaded into the DC file and creates worksheets which allow you to view and/or edit the counts. It will also check for any errors and notify you of problems.
Module-21-1-2
After a worksheet has been created, you will see something similar to this screen. I included an invalid item so that you may recognize an error if one should appear.
Module-21-1-2
If any errors occur, contact TCS for advice on how to handle the issue.
After a worksheet is created you can view and edit items on that worksheet by going to (module)-21.1.3) and selecting „M‟ to modify. When a worksheet is ready to be committed enter a „C‟ to commit the worksheet. After a worksheet has been committed it is no longer possible to edit the worksheet.
Module-21-1-3
The Difference & Valuation report located at (module) 21.1.6, lists any changes to the price and quantity.
Module-21-1-6
Once any issues in the Differences & Valuation report have been addressed you may:
Post is the final step in the inventory process. The following steps should be completed before you post the worksheet sets to inventory:
Once you are ready to post the worksheets go to (module)-21.1.8 and post the worksheet set. Each post is module specific so be sure to post in every module where inventory was initialized. After posting inventory the process is complete.
Make sure the inventory has been Initialized prior to proceeding with these steps.
This process is known as the Manual Entry Method. This method is best if you are using a mobile workstation such as a laptop or desktop computer on a mobile cart.
The Wksht Set is a combination of the store number and the date inventory was initialized, DO NOT change the numbers. The Sheet is the worksheet that you are working on, you can see all the open sheets with the ‘??’ or you can enter in a new sheet number or you can enter a ‘.’ to let the system assign the next sequential number. It is recommended that the sheet and shelf number be the same.
Each sheet should have only one section, even if that section or shelf location only has a single item.
Enter or Scan the first item and then enter the quantity for that item, Textbooks will have New and Used quantities while General Merchandise will only have the New quantity.
Once the quantity has been entered scan or enter in the ID of the next item, continue until all items in the section have been entered. Once that is done select ‘=Save’ or hit enter to save the worksheet. ‘X=Cancel’ will cancel any entries or changes that you made. ‘M=Modify’ will take you back to the items so that you can modify them. ‘C=Commit’ will lock the sheet so that no further changes can be made, Do Not commit the sheets until after they have been spot checked and verified.
Enter in the beginning and ending sheets numbers and then select ‘R’ to run and print the report to see all of the sheets that have NOT been committed.
Post is the final step in the inventory process. The following steps should be completed before you post the worksheet sets to inventory:
Once you are ready to post the worksheets go to (module)-21.1.8 and post the worksheet set. Each post is module specific so be sure to post in every module where inventory was initialized. After posting inventory the process is complete.
After inventory has been initialized from option 1 (see page 7), you may begin to upload your inventory
If there are any errors in the upload you will get a message to let you know how many. Under the validation row an item with ‘Valid’ is a good item, and item with ‘Not found’ is an item that caused the error in the upload.
You may select the ‘M=Modify’ option to edit the SKU/ISBN number or enter ‘space’ to delete the record.
Once all of the errors have been corrected select ‘P=Post’ to save to the DC (Data Collection) file.
Next choose Create Worksheets from DC (module-21-3). You can wait until all worksheets have been uploaded or you may create the worksheets after each upload. (We recommend creating the worksheets after each upload so that you can make sure everything is correct. You may also have someone start spot checking the worksheets if they have been created.)
Answer ‘N’ to both prompts.
You should get a message indicating the worksheets that were created and the number of items that were uploaded to the worksheets.
Now you can go in to (menu-21-4) Edit/Enter/Commit Worksheets and edit or modify the worksheet as needed. Once all editing is completed you may commit the worksheet. Committing the worksheet will lock it and prevent any further editing. The ‘Status’ will remain ‘O’ open until it has been committed.
Repeat menu options 2 – 4 for each location until you have finished inventory for the store.
Post is the final step in the inventory process. The following steps should be completed before you post the worksheet sets to inventory:
Once you are ready to post the worksheets go to (module)-21.1.8 and post the worksheet set. Each post is module specific so be sure to post in every module where inventory was initialized. After posting inventory the process is complete.
Once all of the locations have been uploaded and the worksheets have been created, you need to run each of the report options. Check the information for each report and look for discrepancies from your inventory that is not acceptable.
We strongly advise all users to run all report after entering your counts and before you run the process to post your inventory.
The following are examples of a few of the reports
This report will print all of the worksheets that have not been committed.
You may run a report checking the Master File inventory status. The report will list the SKUs/ISBNs and their worksheet IDs and status in separate Non-worksheet, Uncommitted, Unposted and Posted reports.
Enter in the beginning and ending SKU/ISBN to include on the report, leave blank for all.
Enter in the beginning and ending Classes to include on the report, leave bland for all.
Non-Worksheet SKUS – Enter ‘Y’ for a list of SKU/ISBNs not included in any worksheet.
Uncommitted SKUs – Enter ‘Y’ for a list of SKUs/ISBNs from ‘O’pen worksheets.
Committed/Unposted SKUs – Enter ‘Y’ to include SKUs that have been Consolidated, but haven’t yet been Posted.
Posted SKUs – Enter ‘Y’ to include the SKUs that have been Posted.
Enter an ‘A’ to sort by Author or ‘W’ to sort by Worksheet.
Select the sheets to include, leave blank for all
Select your preferred sort order. ‘D’ for department, ‘C’ for class or ‘S’ for SKU.
Select if you wish ‘N’ew, ‘U’sed or ‘B’oth.
Enter a ‘Y’ to include counts that are zero.
This report uses the data created when you ran the Consolidated Report. It includes the worksheets and the individual counts per worksheet.
If you want to limit the report to just those items that have adjustments enter a ‘Y’.
