Stansoft User Documentation
===========================

RETAIL SALES

The retail sales module is where all daily store reports for your c-store are
entered. Sample daily worksheets are provided, which you can use and modify.
These worksheets make it nice when entering data into the retail sales 
module because all the c-store daily information is together.

Daily Report Entry
==================

Enter the daily report from the worksheet for each store you operate.
After entering the profit center number and report date you are presented
with the purchase entry screen, the following details each screen.

  Daily Report Purchase Entry
  ---------------------------
  All of the daily purchases are entered on this screen. In the "Typ" field
  enter if the purchase is a Payable or Cash, if a Payable the system will
  create an invoice on the vendor account so a check can be printed through
  the A/P module. Any cash paid outs should be entered as type Cash.

  In the detail section enter the breakdown of inventory codes that were
  purchased. A single invoice may have multiple inventory items in 
  different category's.

  Inventory adjustments or store transfers can also be entered in the
  purchase section. Use the Transfer Vendor, which was setup in A/P 
  Vendor Master Maint and then set in System Parameter 3102. This makes
  this vendor special from all other vendors and an invoice for payment
  will not be created. For a store transfer an entry on each store is
  needed, a negative on the store transferring out and a positive on the
  store receiving the transfer, for the inventory codes being transferred.
 
  Daily Report Fuel Sales Entry
  -----------------------------
  The daily fuel sales are entered on this screen. All fuel pumps that are
  setup for the profit center will to displayed. Enter the Units and Extended
  amount and the price per gallon will be calculated. 

  Daily Report Fuel Volume Entry
  ------------------------------
  Enter the ending tank volumes for the daily report.

  Daily Report Unit Sales Entry
  -----------------------------
  Any inside store items which are tracked by unit are entered on this
  screen, such as cigarettes. Enter the quantity sold and the ending 
  quantity for the day and the over/short will be calculated. Next enter
  the total dollar sales.

  Daily Report Retail Sales Entry
  -------------------------------
  Each retail category that is setup at the profit center will be displayed
  on this screen. Enter the total retail sales amount for each category.

  Daily Report Accounts Receivable Entry
  --------------------------------------
  Enter any customer store charge amounts on this screen, if there are none
  then just press Esc to continue to the next screen.

  Daily Report Receipt Entry
  --------------------------
  Enter the store receipts on this screen. Enter the G/L account for each
  receipt, such as Cash, Credit Cards, Employee Charges etc... You will also
  enter the total sales tax amount as a negative on the Non-Fuel Sales Tax
  G/L account. The cash short/over amount will be totaled at the bottom, 
  which should match the amount from the daily worksheet. After pressing
  Esc on this screen the menu will let you go back to change data on any
  of the screens if the short/over amount is not correct, if it is correct
  select Save from the menu to post the day report.


Price Book Maintenance
======================

In this program you can enter and update all of your store items that are
sent to the POS register for scanning or PLU codes. The vendor number is
not sent to the POS register, it is there only to aid in searching for 
records. The following provides more information on the fields.

PLU/UPC: 
  Any code entered that is four or less characters is automatically
  considered to be a PLU code by the system and any code greater than
  four characters is a UPC code.

Sales Group: 
  You should group like priced items in the same sales group. This
  grouping will be used by the price book promotions program and
  mass updates of prices can be done by sales group.
             
Packing Quantity: 
  This is the number that any linked items price will be
  calculated with. For example if you have a bottle deposit
  setup as a linked item, then its price is multiplied by 
  the number in this field to calculate the total linked item
  price.
                  
Linked Item:
  An item PLU or UPC code entered here will be linked to this item
  and will be added to the sale of this item. An example would be
  a bottle deposit.

Select "Retail" from the menu to enter or change pricing for the item.
The following gives detail on the pricing fields.

Zone: 
  Enter a price zone, which was setup in Price Zone Maintenance.

Promo: 
  You must enter "Y" in this field if you want to use the Qty and Deal 
  fields to enter a promotion for this item.

Cost:
  The cost is not sent to the POS register so you can just enter 
  0 for the cost field. 

Retail:
  This is the selling price that is sent to the POS register.

Qty:
  This is the quantity that needs to be purchased to get the deal price

Deal:
  If the Promo field is set to "Y" then this is used for the selling price
  based on the number in the Qty field. The Qty and Deal fields are
  depreciated and will be removed at some point in a future upgrade 
  because promotional pricing can be entered in the Price Book Promotions 
  program, which allows for mix and match pricing on items. The deal field 
  can only be applied to the single item you have selected.

To schedule a future price change just add another line with the new price
and the date it goes into effect. After pressing Esc the end date will
automatically be updated on any old pricing.

Selecting "Send" from the menu will send the prices to any retail stores
you have setup to receive pricing.

Selecting "Group" from the menu will open a new screen where you can mass
update prices based on a sales group.


Price Book Promotion
====================

In this program you can setup mix and match promotions for example 2 for $3.
The promotion is applied to the entire sales group you specify. The items 
in the sales group are displayed after leaving the Sales Group field. The
items in the sales group are those that you setup in Price Book Maint.
Select "Send" from the menu to send all promotions to the store.


