This page contains answers to common questions handled by our support staff, along with some tips and tricks that we have found useful and presented here as questions. This page is always updated. Please refer to User's Manual or Installation Guide for additional info. To download the latest version of the manuals click on the following link to go to
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Q. How to search customer list?
A. When using checkin, checkout, invoice utilities etc. functions, use the following method to search for existing customers or to add a new customer. You may begin by typing the customer name (lastname or firstname), customer number, phone number, company name or keytag number in the customer search section. To use a specific search option click on the desired field (e.g. Phone Number). When using the phone field, the default area code would be entered by the system. The names on the customer list would start to narrow down until your customer is visible. Highlight the customer and press the OK button. If the customer does not exist, a "Customer Not Found" message appears on the screen. Press Yes to create the new customer. Inactive customers will not be displayed. To locate such customers use the search option to locate the customer. You may wild character (*) to locate the customer that starts with any character. For example if you are using only last 4 digit of customer's phone number, typing *4786 would locate all customers that has phone numbers ending in 4786.
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Q. How to make a detail ticket?
A. To make a detail ticket, select the Checkin option from the main menu and select the customer from the list. To create an invoice, first choose the Service (e.g. dryclean, alteration, laundry etc.) then choose the Department (shirts, pants, dress etc.), and finally, click on the Item from the items list. The Details window appears, which allows you to specify details such as type, colour, pattern, fabric and miscellaneous. If you have multiple same items, select the add item option. If you are doing the same item with multiple services, select the same item option. If you don't require the details option menu to be popped-up for the remaining of the current invoice, press the don't show option. After filling in the details of the item, press OK and your item would be listed on the invoice. If the Upcharge option is enabled, the upcharge screen will be displayed. Select the appropriate upcharge item, if the upcharge option is not enabled, you may press the Upcharge button to activate the upcharge menu. Continue to enter items until the order is complete. When finished, press the Done button, which would bring up a Due Date Selection screen. A default due date would be shown on the calendar circled in red. Click on the date & time that the order would be ready. If the pre-pay option is enabled, you will be prompted to select the tender-type. If customer is not pre-paying the charges, select the charge option.
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Q. How to make a quick ticket?
A. To make a quick ticket, go to Checkin and select the customer from the list. Once you are in the checkin screen, press the Quick Checkin button at the bottom. Select the Service, enter the number of items and say OK. Repeat the same process for any other services. Press Done when finished entering all of the items. To detail a quick ticket see the Invoice Utilities section for additional information. You may use the memo option to make notes on the invoice.
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Q. How to make pre-printed quick ticket?
A. To make a pre-printed quick ticket, go to Misc. from the main menu and click the Print tab on the top. Enter the number of invoices to be printed and press the Print button. Pre-printed tickets are an ideal way of serving customers when there is no access to the system (i.e. Drive Through, Pickup/Delivery transactions). To detail a pre-printed ticket see the Invoice Utilities section for additional information.
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Q. How to checkout orders during the checkin process?
A. After the checkin process is done, you will be prompted to checkout customers' orders if the customer has any items in stock. Or to access the checkout screen during the checkin process, press the Misc button at the bottom of the Checkin screen and then press the Checkout button. This would enable you to checkout the items without leaving the checkin screen.
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Q. How to put an order on hold?
A. To put an order on hold from the Checkin screen, press the More/Misc button at the bottom and then press the Hold button. This would enable you to make a new invoice while still entering another one. When the second invoice is completed, the original one will pop back up so you can finish entering it. The Holding option is very useful when multiple customers are being served simultaneously.
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Q. How to do redo/reclean?
A. To do a redo/reclean from the Checkin screen, highlight the item, then press the Redo button. Select the proper description option from the menu or type-in your own description as to why redo is being done and press OK. The price of Redo items is set to 0.00.
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Q. How to make a memo/special request?
A. To make a memo or special note on an order, press the Memo button at the bottom of the Checkin/Invoice Update screen. You may type-in your special request or select from pre-typed options.
To add your own pre-defined memo, see the Management section. To make changes to the memo, highlight the memo on the invoice, and press the Memo button. To add multiple memos to the same item, select the item from the invoice screen, and then press the Memo button. If the memo does not fit on the same line, it will wrap to the next line. You may add a memo/special request to the customer profile that will always get printed on their invoice. To do this, go to Customer Profile and select the Special Request option.
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Q. How to add a starch/folded option?
A. To add a starch or folded option to an order, press the Starch/Folded button during the checkin process, when the detail screen pops up. You may add a starch/folded preference to the Customer Profile that will always be highlighted on the checkin screen. To do this, go to the Customer Profile and select the Special Request option. Items with customer's preferences are highlighted in red during the checkin process (i.e. Shirt Folded is highlighted for customers that have folded as an option)
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Q. How to issue a discount/coupon to a customer?
A. After you have completed entering all the garment information, if there is a Coupon/Discount to be applied, select the Discount button from the bottom of the Checkin screen and make a selection from the display menu(s). For example, to apply a Senior discount, select coupon, then select Senior Citizen Discount and press the OK button. If you would like to apply the discount to every item on the invoice, select the apply to all items option. If a coupon is expired, it will not be shown on the list. For additional information on how to add your own coupon, see the Management section. If you would like to assign a discount to a customer, go to the Customer Profile and enter the desired discount percentage.
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Q. How to select a different price list at checkin time?
A. To select a different price list at checkin time, press the More button and then the Schedule button at the bottom of the Checkin screen and choose a different price list from the Select Schedule screen. The default price list is selected from the customer default price list. The customer's default price list is selected from store's default price list. To change the customer's default price list, go to the Customer Profile. To change the store's default price list, go to Management, select System, and then Schedules. Set the Residential Customer Default schedule.
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Q. How to apply a pre-pay/deposit to an order?
A. To apply a pre-pay/deposit to an order during the checkin/invoice update process, press the Pre-Pay button at the bottom. Enter the amount of the prepayment and press OK to apply. Press OK again to return to the main screen. Please note that a pre-pay discount may only be applied if this option is enabled. If the pre-pay option is enabled, the pre-pay screen would pop-up automatically during the checkin process. To enable/disable this option see the Management function and Schedule option for additional info.
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Q. How to change quantity on an order?
A. To change the quantity on an order from the Checkin screen, you can either touch the same item again, or press the QTY button and input the quantity number. You may also select the add item option from the detail screen. If the same item is used for multiple services (i.e. dryclean and alteration) press the same item option from detail screen, or change the quantity to 0 for the second service. This is important to avoid calculating an extra item. To enable/disable printing tags for 0 quantity items, see Schedules under Management.
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Q. How to change the price of an item?
A. To change the price on an item from the Checkin screen, select the item, press the Price button, and enter the proper price. Please note, price can't be lower than the initial price if price undercharge is disabled. To enable/disable this option see Schedules under Management.
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Q. How to mark colors/fabrics on ticket?
A. To mark colors/fabrics, Starch/Folded, etc. on a ticket click the Details button at the bottom of the checkin screen to specify type, colour, pattern, fabric and misc. for the item. If the detail option is enabled, the detail menu pops-up automatically. To enable/disable this option see Schedules under Management.
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Q. How to delete/update an item from a ticket during checkin?
A. To delete/update an item from a ticket during checkin, touch the garment detail item you want to delete (which will then be highlighted on the invoice), then press the Delete button. You will then be put back where you left off, to proceed with the checkin process.
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Q. How to clear the entire ticket during checkin?
A. To clear the entire ticket during checkin, press the More/Misc button and select the Clear option which would clear-up all the entries in the current invoice.
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Q. How to assign ready date/time to a ticket?
A. To assign a ready date/time to a ticket, during the checkin process, press the Done button. A Due Date Selection screen will appear where you can select the date and time that the item would be ready for pickup. Please note the system uses the maximum number of hours for the items to calculate the due date. You may disable/enable the due date pop-up screen during the checkin process and allow the system to auto assign the due date (this is a useful option for setting up wholesale invoices that are due on the same day. To enable/disable this option go to Management and click on System. Select Schedule and highlight the desired price schedule. Enable/disable the due-date option. Please note the system uses the store default pickup time as the default if a pickup time is not selected. To change the stores default pickup time, go to Management and click on System. Select Store Hours.
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Q. How to setup automatic checkout?
A. Some users may wish to not keep track of inventory items. That is, they would like to make invoices for their wholesalers or hotel customers and bypass the checkout process. You may setup the system to automatically checkout orders as they are entered into the system. To enable/disable this option go to Management and click on System. Select Schedule and highlight the desired price schedule. In the Misc. Options enable/disable the Force Invoice Checked Out at Checkin option.
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Q. How to mix multiple services for the same item?
A. To mix multiple services for the same item, during the checkin process, select the details option and press the Same Item button for the 2nd service type. The system will change the quantity to 0 for this service. You may also change the quantity to 0 by using the qty button.
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Q. How to make a new ticket for the same customer?
A. To make a new ticket for the same customer during checkin, press the New button. Selecting the New button, will save the current invoice and start a new invoice. This is useful if you would like to break up the invoice for large orders or if you would like to select different due dates for the different invoices.
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Q. How to separate dryclean & laundry tickets automatically?
A. If you are sorting/packaging your dryclean & laundry items, you may want the system to automatically separate drycleaning and laundry tickets. The customer would receive one invoice with every thing and store would get separate tickets for dryclean & laundry items. To enable/disable this option go to Management and click on System. Open the Schedules menu and highlight the price schedule. Enable/disable Separate Laundry Invoices option. If you don't require tags for laundry items, disable the No Laundry Tags option.
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Q. How to setup a restriction on the maximum number of items per ticket?
A. TMS has a very unique option called the Order Feature that allows the users to break invoices into orders for packaging purposes. Once this feature is enabled, the system would break large invoices into orders that are set with a maximum number of items per ticket. Once this feature is active, the system would break orders that exceed the maximum number into different orders and use the same invoice number, which are padded with 01 to 99. For example if the maximum item is set to 10 and you entered 15 pieces, for invoice 2345, you would get two orders, one with order number 2345/01 and one with order number 2345/02. The customer receives one invoice for 15 pieces. The same process applies to the tags. The system uses the order number as the barcode on the store's ticket. You may either enter the invoice number or the order number to lookup invoices. To set up a restriction on the maximum number of items per ticket, go to Management and click on System. Select the Schedule. Set the Max Items On Invoice option. If you would like to enable the Order feature based on the maximum number, then enable the Order Tracking feature. If the order feature is not enabled, and you enter the maximum number in the invoice, you will not be able to add any other items to the ticket. You then have to use the New button to break the order manually.
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Q. How to setup the Order Tracking Feature?
A. TMS has a very unique option called the Order Feature that allows the users to break invoices into orders for packaging purposes. Once this feature is enabled, the system would break large invoices into orders that are set with a maximum number of items per ticket. Once this feature is active, the system would break orders that exceed the maximum number into different orders and use the same invoice number, which are padded with 01 to 99. For example if the maximum item is set to 10 and you entered 15 pieces, for invoice 2345, you would get two orders, one with order number 2345/01 and one with order number 2345/02. The customer receives one invoice for 15 pieces. The same process applies to the tags. The system uses the order number as the barcode on the store's ticket. You may either enter the invoice number or the order number to lookup invoices. To set up a restriction on the maximum number of items per ticket, go to Management and click on System. Select the Schedule. Set the Max Items On Invoice option. If you would like to enable the Order feature based on the maximum number, then enable the Order Tracking feature. If the order feature is not enabled, and you enter the maximum number in the invoice, you will not be able to add any other items to the ticket. You then have to use the New button to break the order manually.
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Q. How to make a 2 for 1 invoice?
A. To make a 2 for 1 invoice, there are two areas to enable the setting.
First, go to Management, click on System and highlight Schedules. Select the pricelist that you want the setting to apply to. In Misc. Options at the bottom, put a checkmark in the Enable 2 for 1 Feature checkbox. Press the Save button.
Second, under Management - System - highlight Services. Choose the service that you want to apply the setting to, scroll to the right and put a checkmark in the 2 for 1 column checkbox for that service. Press the Save Change button to apply. At checkin, if you choose 2 for quantity for an item under these settings, the price displayed would be for one item.
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Q. How to change commission at checkin?
A. There are two types of commission that can be used in the system. One is for sales reps and the other is for customers. To change a sales person's commission during the checkin process, click on the More button, then press the Sales button. Choose the Rep and alter the commission percentage. Click OK to apply.
You may also assign commission to the Customer Profile. This is mainly used for stores that are servicing hotels and paying commission to the hotel for guest orders. This customer-based commission is shown on the statement and is deducted from the balance. The regular price before commission is shown on the invoice. You may also assign a sales person to the Customer Profile. To do this select the notes tab (on the top) from the customer profile and assign the sales person.
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Q. How to recall the last customer?
A. To recall the last customer, press the Recall Last Customer button from the customer lookup screen.
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Q. How to checkout orders?
A. To checkout orders, select the Checkout option from the main menu. Lookup customer or select the invoice number field and scan/type the invoice number. If the customer info is used during lookup, all of the customer's orders will be displayed on the checkout screen. If the invoice number is used, only that invoice is shown. Highlight the invoice(s) from the Invoice List that is being checked out. You may press the Select All option to select all invoices. All items from the selected invoices will be displayed on the Pickup List. If a particular item from an invoice is not ready, you may remove the check mark for that item. That means the item will be picked up later. Press the OK button to finish the checkout. Press yes to confirm this and select the appropriate tender type from the Tender Screen. If this is a charge customer, the Charge option will be the only default payment type.
For additional info on how to use the Tender Screen, see this section. Please note, you can't do partial checkout on multiple items on the same line (e.g. 4 Pants) unless you update the invoice and break the line. To do this, press the Update button.
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Q. How to use the Tender Screen for payments?
A. When the Tender Screen is displayed during checkin, checkout, invoice utilities, or the customer account payment process, use the following method to apply payments. The system would choose the customer's default payment settings as is specified in the Customer Profile.
If the customer is paying by cash, enter the amount of the payment in the Current Credit section. Press the OK button. If the customer requires change, it appears in red in the Change section.
If the customer is paying by anything other than cash, press the appropriate button under Payment Type. If your system is equipped with an online credit card authorization system, swipe the card, and the system would call the credit card processor to authorize the credit card.
For cheques, enter the cheque number and press OK. Press OK again to finalize payment. Press Yes if you want to print a receipt. Press OK to exit.
If multiple payments are used, after the 1st payment is applied, select the 2nd payment method and press the Next button. The system will show the remaining balance in the balance field. Enter the amount of 2nd payment or press Exact if the payment is exact. If you make a mistake, select the payment from the Transaction List and press the Delete option. Press OK when done with customer payment.
Use the on screen Keypad or $button to apply payments (i.e. Press $20 when you receive a $20.00 bill or press 2 and 0 from numeric keypad screen).
If the customer is a Charge customer, the tender screen will be prompted during the pre-pay option (checkin). However, the tender screen will popup with only the Charge option available during the checkout process just as a reminder that it is a Charge customer transaction. If the pre-pay option is enabled, and the customer wishes to pay later, just select the Charge option. That means the customer will pay at checkout. If the partial pre-pay option is enabled, and the customer is making a deposit, use the above process. Please note a deposit is not allowed, if the partial pre-pay option is not enabled. During the checkout process, if non charge customers don't have enough funds to pay the balance, you may make a partial payment if this option is enabled.
For more information on how to enable/disable the above options, please see the Management section.
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Q. How to update tickets during checkout?
A. To update an invoice during checkout process, select the desired invoice and press the Update button.
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Q. How print rack/conveyor location during checkout?
A. To print the rack/conveyor location during checkout, Press the P/U Location button. Conveyor locations are also displayed under the loc column on the pickup list.
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Q. How to detail a quick ticket?
A. To detail a quick ticket, go to Invoice Utilities and scan/enter the invoice number in the invoice field and press OK, or you may locate the invoice by using the customer search list. Highlight the invoice from the Invoice List and press the Update button at the bottom. Enter the details of the transaction and press the Done button when finished.
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Q. How to update a ticket?
A. To update an invoice, fix mistakes, change prices, make notes etc., go to Invoice Utilities and scan/enter the invoice number in the invoice field and press OK. You may also locate the invoice by using the customer search list. Highlight the invoice from the Invoice List and press the Update button at the bottom. You may also access the Invoice Utilities function from the checkout or checkin screen.
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Q. How to void a ticket?
A. To Void an invoice, select the invoice and press the VOID button. If the invoice is pre-paid, a refund will be issued, and then voided. Please note this function might be disabled depending on your security level.
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Q. How to refund a ticket?
A. To refund an entire invoice, select the Refund button. The tender screen appears highlighting the amount due to the customer. The original tender paid will be visible in the transaction list on the bottom left side of the screen. A message appears, "Are you sure to refund", press YES to confirm. A reason box appears. Choose the refund reason.
To refund selected item(s) on an invoice, highlight the item(s) to be returned on the virtual invoice. Press the Refund button. The tender screen appears highlighting the amount due to the customer. The original tender paid will be visible in the transaction list on the bottom left side of the screen. A message appears, "Are you sure to refund", press YES to confirm. A reason box appears. Choose the refund reason.
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Q. How to restock an order?
A. If an invoice is accidentally checked out during the checkout process, use Invoice Utilities to locate the desired invoice and press the restock option.
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Q. How to view conveyor location?
A. To view the conveyor location of a selected invoice, go to Invoice Utilities, select the invoice and press the conveyor button. A window will pop up indicating the invoice number, description, quantity and location.
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Q. How to view transactions for selected invoices?
A. To view the transaction of a selected invoice, go to Invoice Utilities, select the invoice and press the Trans List button. A window will pop up indicating the invoice number, debit/credit etc.
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Q. How to make a pre-printed quick ticket?
A. Pre-printed quick tickets are ideal for stores that would like to serve the customer quickly and have no access to the system at the time of servicing. To make a pre-printed quick ticket, go to Misc. from the main menu and click the Print tab on the top. Enter the number of invoices to be printed and press the Print button. You may use the Invoice Utilities function to detail a pre-printed quick ticket. You must assign a customer to the pre-printed ticket.
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Q. How to give a discount during the checkout process?
A. To give a discount during the checkout process, during checkout press the Payment button. To apply a discount, press the Coupon button in the Tender Screen under Payment Type. Enter the discount value, or select the coupon from the dropdown menu. Say OK to apply coupon. Please note, % discount is not allowed during checkout. If you need to make a % discount use Invoice Utilities and update the invoice with the desired discount.
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Q. How to setup A/R (Charge) customers?
A. To setup an A/R (Charge) customer, go to Checkin and select the customer from the list. In the Details - Payment Information section, select Charge as the payment option from the dropdown menu. If you would like to keep the customer's credit card on file, type or swipe the card. Click OK to save.
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Q. How to apply payment to A/R (Charge) customer?
A. To apply payment to an A/R (Charge) customer, go to Invoice Utilities and select the customer from the list. Press the Account Payment button and select the invoice to be paid, or press Select All to pay all outstanding invoices, and press Account Payment. Select the Payment Type and enter the amount. If the customer is making a partial payment, enter the amount and press OK. The system will apply the payment to the oldest invoice until the full payment is applied; a partial payment might be applied to the last invoice if the amount is less than the total. Press OK again to return to the Invoice Utilities screen. For more information on how to use Tender Screen please see the corresponding section.
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Q. How to print statements for A/R customers?
A. To print a statement for an A/R customer, go to Reports and click on the More button to view other Report options. Click on the Statement button and select the charge customer option. Click the Create Statement button. A customer list appears. Highlight the customer(s) and select whether you want to use the last statement date, or choose a new date. Press OK and the report displays. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to setup a company?
A. To group/link certain customers that work for a company and link them to the same account for accounting purposes, use the following method to setup a company. Go to Checkin and press the Add New Customer button. In the General tab, put a checkmark in the This is a Company checkbox. Enter the company information and choose Charge for the payment option in the Details section. Press OK to save.
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Q. How to setup a company customer?
A. To setup a company customer, go to Checkin and press the Add New Customer button. Under the General tab, put a checkmark in the checkbox beside Company and choose the company from the drop down menu. Enter the rest of information for the customer. Please note, the system uses the company info as the default info for the customer. Press OK to save.
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Q. How to setup route/delivery customers?
A. To setup route/delivery customers, go to Checkin and highlight the customer name from the customer list. Click the View/Update Customer button and in the delivery request section on the right, put a checkmark in the delivery box. You are then able to choose a run name and a stop. Enter the address information for the customer. If there are special delivery instructions, press the More button and enter the instructions in the appropriate areas. Say OK to save your settings. Please note, this option is only active if the default schedule has the delivery feature enabled. For more information on how to setup runs/stops please see the corresponding section.
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Q. How to make notes to the customer profile?
A. To make notes to the Customer Profile, go to Checkin and select the customer from the list. Click the View/Update Customer button. At the top, click the Notes tab. Press the Associate button to enter your associate number and the Time Stamp button to enter the Date. Write your note and press the Print button if you would like to print out the note. You may also assign a sales rep to the customer by selecting from the drop down menu or enter the number of shifts per week. Press the OK button to save.
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Q. How to setup discounts for a customer?
A. To setup a discount for a customer, go to Checkin and select the customer from the list. Press the View/Update button. In the Details - Payment Information section, enter the discount percentage and click OK to save.
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Q. How to setup a customer with a Credit Card On File?
A. To setup a customer's credit card on file, go to Checkin and select the customer from the list. Press the View/Update button and in the Details - Payment Information section, choose the card type from the dropdown and enter the number, holder and expiry date. Press OK to save. You may swipe the credit card if your system is equipped with a magnetic card reader.
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Q. How to issue a credit note to a customer?
A. To issue a credit note to a customer, go to Invoice Utilities, select the customer from the list and press OK. Press the Credit Note button at the bottom to create a credit note. Enter the amount and press issue. You can also void existing credits from this screen. Press Exit to return to the Invoice Utilities screen. The credit note payment option will be enabled in Tender Screen for customers who may have a credit note. Use this payment type to apply the credit as a payment. When the customer is making an extra payment during checkout or account payment, you may use this option to issue a credit note. Over payments have to be done manually as a credit note by the user.
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Q. How to use the credit note?
A. After the credit note is issued, an option to use the credit note appears in the Tender Screen. The credit is also shown under the invoice in the checkin and checkout screens. To get a list of all the existing credit notes, go to Reports and select Customers Report and select Credit History.
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Q. How to View Customer Order History?
A. To view customer's history, go to Checkin and select the customer from the list. Click the View/Update Customer button. At the top, click the History tab, and a summary of the customer's transactions would be shown. If you would like to view the invoices, select Invoice Utilities, select the customer and press Search. You may search for different invoices by changing your search options.
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Q. How to Setup customer preferences?
A. To setup customer preferences, go to the Checkin screen. Press the Add New Customer or View/Update option. You can specify payment and delivery preferences in the details section. For special delivery requests, press the More button and enter preferences. For special request preferences, press the Special Request button and enter the appropriate information. Special requests are always printed on the invoice.
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Q. How to assign an urgent memo to a customer?
A. Urgent memos are used to alert the associates of any particular notes related to the customer. Urgent memos pop up during customer lookup. To assign an urgent memo to a customer, go to Checkin and select the customer. Press the View/Update Customer button and in the Basic section at the bottom, type in the Urgent Memo.
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Q. How to assign a key tag to a customer?
A. Key tags are used to service the customer quickly and accurately. To assign a key tag to a customer, go to Checkin and select the customer from the list. Press the View/Update Customer button and in the key tag field, enter/scan the Key Tag number.
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Q. How to view/update customer profile from checkin/checkout screen?
A. To view/update the customer's profile from the checkin/checkout function, double click on the customer name at the top of the invoice. The Customer Profile screen would appear. Click on the History tab at the top.
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Q. How to assign a sales person to a customer?
A. The Sales Rep option is used to associate a sales person & commission to a customer. To assign a sales person to a customer, go to Checkin and select the customer. Press the View/Update button and click the Notes tab at the top. Choose the sales rep from the drop down menu and click OK to save. You may also change the sales person during checkin process, by pressing the More option. You may use the Sales Commission report under Reports to view the sales person activities.
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Q. What Type of tags does TMS support?
A. TMS supports multiple tags - continuous, perforated, wet strength paper tags, roll wet strength, 3" wide paper tags, permanent heat sealable tags, garment tracking tags, and manual tags. Please see our Installation Guide for proper part numbers.
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Q. How to reprint tags?
A. To reprint tags, go to Invoice Utilities and scan/enter the desired invoice number. Select the tag reprint option. If you would like to reprint tags only for certain items, highlight the item from the invoice on the left hand side, then press Reprint Tags. To reprint garment tracking tags, please see this section under Garment Tracking Tags.
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Q. How to setup a tag printer?
A. To set up printers, exit the program and reopen it. When the login screen comes up, type in 11182000 and press the purple CONFIG button. Click the Printing tab on top and then press the browse button (...) to locate the printers for each section. When finished, press OK which would take you back to the login screen. Press Clear and then type in your login password and press OK.
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Q. How to setup separate dryclean & laundry tags?
A. To separate drycleaning and laundry tags, go to Management and click on System. Open the Schedules menu and highlight the price list that you want to apply the separation to. In the Invoice Options section, put a check mark in the Separate Laundry Invoices checkbox. Press the Save button to apply this setting.
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Q. How to record your own marking tags?
A. Follow the steps below if you would like to use your own tags and would like to keep track of your manual tags. Select Management and click on System. Open the Schedules menu and highlight the price list that you want the setting to apply to. In the Invoice Options section, put a check mark in the Enable free format tag checkbox. Press the Save button to apply this setting. When this option is enabled, you will be prompted to enter your tag number at the end of checkin. To locate the invoices that are linked to your manual tag numbers, go to Invoice Utilities and enter your tag number under Ref Number. You may use the 1st few numbers of the tag number to locate all the invoices for the same lot number.
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Q. How to update your marking tags?
A. If you would like to enter your marking tags after the invoice has been issued or you would like to update the tag number for any reason follows the steps below.
Select the Ready function and click on the Free Tag tab. Scan/Enter the invoice number and then enter your marking tags. Please note, if the invoice status is out, the system would just ignore the tag number. Press Finish when done.
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Q. What is a permanent tag?
A. TMS allows you to create permanent tags for certain items. Permanent tags are ideal for repeat items, to save time, supply and labour. Permanent tags are heat sealable tags that are used mostly for shirts or uniforms. To do this, go to Management and click on System. Open the Schedules menu and highlight the price list that you want the setting to apply to. In the Tag Options section, put a check mark in the Print Permanent tag checkbox. Press the Save button to apply this setting. Then go to Departments/Items. Open the desired department (i.e. Shirts) and select Update Items. Go to the desired item (i.e. Shirt Laundry on Hanger) and checkmark the permanent tag option for this item. Make sure to remove checkmark for Same Setting for all items before enabling the permanent tag option, otherwise all items under the selected department will be used to make permanent tags. The system uses the customer id number as the barcode on the tag. You may use this barcode to checkin the customer. When entering permanent tag items, you will be prompted to enter the number of tags required. The default is the number of permanent tag items that were checked in. The system uses the Zebra 2844 or Zebra 2824 printer to print these tags. You would need special ink, special tags and a special iron for this purpose. Please see our Installation Guide for proper part numbers.
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Q. What is a garment tracking tag?
A. TMS allows you to create unique tags or garment tracking tags for certain items. Garment tracking tags are heat sealable tags that are ideal for uniforms and the garment rental process. To do this, go to Management and click on System. Go to Departments/Items. Open the desired department (i.e. Uniforms) and select Update Items. Go to the desired item (i.e. Uniform Pants) and checkmark the permanent tag option for this item. Make sure to remove the checkmark for Same Setting for all items before enabling the garment Tracking Tag option, otherwise all items under the selected department will be used to make garment tracking tags. The system creates a unique garment id number, and prints the barcode of it on the tag. Use the following to create employees and tags for the garment tracking process:
ADD EMPLOYEE
- To add employees, go to Checkin and press the "Add New Customer" button.
- Under the General tab, in the First Name field, type in the employee´s department. E.g. Firstname: BAKERY
- In the Last Name field, type in the employee's name. E.g. Lastname: Jane Doe
- Put a checkmark in the box beside the Company field, which would enable the company dropdown menu. Select the employee's store from this list.
- The store's address information would appear below.
- Press OK to create the new employee.
EMPLOYEE SHIFTS
- To add in the Number of Shifts per week for an employee, go to Checkin and highlight the customer from the list.
- Click on the "View/Update Customer" button.
- Click on the Note tab at the top.
- Enter the number of shifts per week and press the OK button to save.
CREATE TAGS
- To create garment tracking tags, go to Misc from the Main Menu.
- Click on the Tracking tab at the top.
- In the Customer section, press the Search button, which would bring up a "Select a Customer" screen. You may search for the employee by typing in the name, customer number or department in the Search field at the bottom.
- When you find the employee, highlight the line and press the OK button. You would return to the main screen, where the employee's number, name, department and store would be displayed.
- Select the items for the employee from the Item list by putting checkmarks on the appropriate items. Press the "Create New Tag" button.
- Select how many tags you would like to print and press OK.
- The Text Reader appears. Press the Print button to print the tags, or the OK button to return to the main screen.
- All tags for the employee would appear on the list on the right. You can reprint or delete tags by check-marking the item from this list and pressing the appropriate button.
The system uses the Zebra 2844 or Zebra 2824 printer to print these tags. You need special ink, special tags and a special iron for this purpose. Please see our Installation Guide for proper part numbers.
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Q. How to setup a permanent tag printer?
A. To set up printers, exit the program and reopen it. When the login screen comes up, type in 11182000 and press the purple CONFIG button. Click the Printing tab on top and then press the browse button (...) to locate the printers for each section. When finished, press OK which would take you back to the login screen. Press Clear and then type in your login password and press OK.
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Q. How to disable printing tags?
A. To disable printing tags, go to Management and click on System. Open the Schedules menu and highlight the price list that you want to apply this setting to. In the Tag Options section, uncheck the Print Tag At Checkin checkbox. To disable Laundry Tags uncheck the Print laundry tags checkbox. Press the Save button to apply this setting.
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Q. How to change the info, or setting on tags?
A. To change the info printed on tags, go to Management and click on System. Open the Schedules menu and highlight the price list that you want to apply this setting to. In the Tag Options section, enable/disable the desired options. The following options can be changed. Print extra Tag, Print due date -1 on tag, print price on tag, print due time on tag, Print a prefix on tag, print double size tag for dryclean items, Print Service Initial on tag. Press the Save button to apply this setting.
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Q. How to setup different tender types?
A. To set up different tender types, go to Management and click on System. Select Tender Type from the drop down menu. A list would open displaying the different tender types available. Click on each one to specify the appropriate settings.
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Q. How to setup a default tender type for a customer?
A. To set up the default tender type for a customer, go to Checkin, highlight the customer name and click on the View/Update Customer button. Under the details section on the right, select the payment type from the dropdown and save.
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Q. How to use the Tender Screen for payments?
A. To set up the default tender type for a customer, go to Checkin, highlight the customer name and click on the View/Update Customer button. Under the details section on the right, select the payment type from the dropdown and save.
If the customer is paying by cash, enter the amount of the payment in the Current Credit section. Press the OK button. If the customer requires change, it appears in red in the Change section.
If the customer is paying by anything other than cash, press the appropriate button under Payment Type. If your system is equipped with an online credit card authorization system, swipe the card, and the system would call the credit card processor to authorize the credit card.
For cheques, enter the cheque number and press OK. Press OK again to finalize payment. Press Yes if you want to print a receipt. Press OK to exit.
If multiple payments are used, after the 1st payment is applied, select the 2nd payment method and press the Next button. The system will show the remaining balance in the balance field. Enter the amount of 2nd payment or press Exact if the payment is exact. If you make a mistake, select the payment from the Transaction List and press the Delete option. Press OK when done with customer payment.
Use the on screen Keypad or $button to apply payments (i.e. Press $20 when you receive a $20.00 bill or press 2 and 0 from numeric keypad screen).
f the customer is a Charge customer, the tender screen will be prompted during the pre-pay option (checkin). However, the tender screen will popup with only the Charge option available during the checkout process just as a reminder that it is a Charge customer transaction. If the pre-pay option is enabled, and the customer wishes to pay later, just select the Charge option. That means the customer will pay at checkout. If the partial pre-pay option is enabled, and the customer is making a deposit, use the above process. Please note a deposit is not allowed, if the partial pre-pay option is not enabled. During the checkout process, if non charge customers don't have enough funds to pay the balance, you may make a partial payment if this option is enabled. For more information on how to enable/disable the above options, please see the Management section.
If your system is equipped with an online credit card processing system, and the customer is paying by credit card, simply swipe the card and wait for an authorization number. If online authorization is not received, you will be notified. Otherwise the receipt will be printed. For customers with a Credit Card on file, the system uses the default credit card to obtain an authorization number.
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Q. How to update Price Schedule?
A. Schedule is the top level of the price hierarchy that controls the behavior of your system in many ways. To update an existing Schedule, go to Management and click on System. Select Schedules from the drop down. Highlight the pricelist that you want to update and fill in the appropriate information. Click Save to apply the settings.
To make changes to your existing pricelist, select the Prices option, select the appropriate schedule, select the desired service, and select the desired department. Go to the Price field and make the changes. Make sure to save changes.
Payment Options
- Pre-Pay Option - To enable pre-pay option menu to popup at the end of the checkin screen.
- Pre-Pay Discount (%) - Use this field to add a pre-pay discount to transactions that are pre-paid.
- Enable Partial Pre-Pay Option - Enable this option if you allow partial pre-pay. The partial pre-pay option can also be used as a deposit on certain items that require a deposit. E.g. Leather garments, certain alterations etc.
- Enable Partial Payment At Checkout - Enable this option if you would like to be able to accept partial payment at checkout.
- Enable Upcharge - Select this option if you would like the upcharge menu to pop up at checkin after an item is selected. If this option is disabled, you may have to select the upcharge option by pressing the upcharge button at the checkin screen.
- Same Day Upcharge - Assign a dollar ($) value to this option if you would like to upcharge same day service automatically.
- Enable Price Adjustment - Enable this option if you would like your staff to be able to adjust the price on an item in a transaction.
- Enable Price Undercharge - Enable this option if you would like to enable your staff to undercharge the default price of an item.
Invoice Options
- Print Invoice At Checkin - Enable this option if you would like the invoice to be printed automatically after checkin.
- Number of Invoices To Be Printed - Enter the default number of invoices to be printed at the checkin screen. The standard default is two copies - one for the customer and one for the store.
- Print Receipt At Checkout - Enable this option if you would like the payment receipt to be printed automatically at checkout.
- Disable Printing Price On Invoice - Select this option if you don't want the price to be printed on the customer's copy of the invoice.
- Separate Invoices By Services - Option would be available in the future.
- Separate Laundry Invoices - Select this option if you would like the system to automatically separate the laundry invoice and tags on transactions with mixed dryclean/laundry services. The customer will receive one invoice with both dryclean and laundry but the store would receive two invoices - one for drycleaning and one for laundry.
- Disable Printing Due Date On Invoice - Select this option if you do not want the due date to be printed on the invoice
- Print Customer Address On Store Copy - Select this option if you would like the customer address to be printed on the store copy. This is mainly used for the delivery schedules.
- Record Who Checks Out - Enable this option if you would like to record the person's name who will pick up the garment without a receipt.
- Print Invoice At Check Out - Enable this option if you would like to be prompted to be able to print invoices at the checkout.
- Print Invoice Number Bar Code On Store Copy - Select this option if you would like to print the invoice number bar code on the store copy.
- Print Customer Number Bar Code On Store Copy - Select this option if you would like to print the customer number bar code on the store copy.
- Print Invoice Number Bar Code On Customer Copy - Select this option if you would like to print the invoice number bar code on the customer copy.
- Print Customer Number Bar Code On Customer Copy - Select this option if you would like to print the customer number bar code on the customer copy. Selecting this option would allow you to checkout all processed i.e. "in/ready" invoices for a customer by scanning his customer ID barcode.
Tag Options
- Print Tag At Checkin - Enable this option if you would like the tag to be printed automatically at checkin.
- Print Due-Date-1 On Tag - Select this option if you would like to rush your production staff to process garments a day before the due date or promised date.
- Print Service Initial On Tag - Inactive - Option would be available in the future.
- Print Price On Tag - Enable this option if you would like the price of the item to be printed on the tag. This option is useful if you would like to control your drop store's pricing by just viewing the tag.
- Print Due-Time On Tag - Enable this option if you would like the promised ready time to be printed on the tag. If you provide 1-hour service, this option would be useful at the production process.
- Print Detail On Tag - Enable this option in order to print the details of the item on the tag.
- Print Extra Tag - Select this option if you would like to get an extra tag printed. Extra tag is useful if you have multiple stores. Attaching the extra tag to the invoice would simplify the sorting process.
- Tag Prefix - If you have multiple stores, you may assign a different prefix to different stores and enable this option to print the extra identification character on the tag. This would simplify your sorting process.
- Print Laundry Tag - Disable this option if you don't want the laundry tag to be printed.
- Print Zero Quantity Tag - Enable this option if you would like the tag to be printed for multi-service items, which has zero quantity on the second service. E.g. dryclean pants, which needs to be hemmed. The system would print two tags for this service.
- Disable Due Date On Tag - Enabling this option would print different formats of the standard tag, i.e. it would duplicate the same information that is on the left hand side to the right hand side with no due date.
Misc Options
- Due Date Option At Checkin - Select this option if you would like the due date calendar to pop up automatically at the end of the checkin transaction.
- Enable Detail Option - Enable this option if you would like to keep track of the colours, patterns and fabrics of the selected item. If this option is not enabled, you may select this option at the checkin screen by pressing the detail option button.
- Enable Delivery Option - Enable this option if you would like to provide pickup/delivery service with this price schedule. Enabling this option would allow you to setup "run/stop" for your delivery customers.
- Force Invoice Checked Out at Checkin - Enable this option if you would like to bypass the checkout process for your wholesale accounts. Enabling this option would make the system checkout the garments automatically at the checkin time.
- Business Customers Default Schedule - Inactive - Option would be available in the future.
- Residential Customers Default Schedule - Inactive - Option would be available in the future.
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Q. How to add/copy a new price list?
A. To add/copy a new price list, go to Management and click on System. Select Schedules from the drop down. To add a new price list, highlight the Add New Schedule option and fill in the appropriate information for the price list. To copy a new price list, highlight the Copy From Schedule option and select the schedule that you would like to copy the items/prices from. Fill in the appropriate information. Click Save to apply the settings.
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Q. How to add/update services?
A. Services are used to group departments and they are displayed at the top level of your price schedule at the checkin screen. There is no limit on the number of services that can be created. The service defines the top level of the price schedule that applies to certain departments and items.
Below is a summary of the options that can be used with the service:
- Service - Enter Service name.
- Active - Checkmark this box if this is an active service.
- Merchandise Type - Checkmark this box if this service is being used as a merchandize service.
- Hours - The default hours for the due date/time to be used for the selected service.
- Permanent Tag - Checkmark this box if you would like the permanent tag option to be enabled for this service.
- Enable 2 For 1 - Enable this option if you would like the items to be priced as 2 for 1.
- Abbreviation - Enter the abbreviation of the service that is printed on the invoice.
- Priority - Set the priority of the service to show up on the service screen.
- Capacity - Assign the capacity for your production for the service. This capacity is used at the due date on the checkin screen to alert the user if they are exceeding the specified capacity. This reduces overproduction for a selected service.
- Icon - Icon to be displayed for the selected service.
- Tax1 - To enable/disable tax1 on the selected service.
- Tax2 - To enable/disable tax2 on the selected service.
- Tax3 - To enable/disable tax3 on the selected service.
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Q. How to add/update departments?
A. Department is designed to group items under the same category (i.e. Pants). To update an existing department, go to Management and click on System. Select Departments/Items then press Update Departments. Select the desired department and make the changes. If you would like to add a new department, press New Department. Enter the department description, priority, icon file and press Save to add the new department. Click Save to apply the settings.
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Q. How to add/update items?
A. Items are the lowest level of our price hierarchy and are grouped under departments. For example Shirt Laundry Folded is under department Shirts, which is under service Laundry. Item defines the price for the service. To make changes to an item, go to Management and click on System. Select Schedules from the drop down, select Departments/Items. Select the desired department that item is grouped under. Select Update Items to make changes, or Add Items to add new items. When adding new item enter an item description, and enable other options and press Add Item. Then go to the next section, and add the price for new item, and make sure to choose the proper service from the drop down menu (i.e. dryclean). Once done, press Add Price to finalize the new item. If you would like to make changes to the description of existing items, select Update Items, select the desired item from the list and make changes to description or price. If you would like to delete the item, checkmark the active field. Inactive items do not show up in the price menu in the checkin screen. You may use the following options to change the item settings:
- Priority - To change the priority of the item in the menu screen. 1 is the highest priority.
- Unit Option - To enable unit option to pop up. This is useful for items such as pleats or per sq ft. items etc.
- Prompt Detail - To enable detail/color option to popup for this item.
- Prompt Price - To enable prompt for price option when the option is selected.
- Pcs Of Items - Defines the number of pieces for the item (e.g. set this to 2 for a 2pc suit)
- PLU/SKU - Defines a unique PLU/SKU for the selected item.
- Perm Tag - Permanent tag option defines if this item requires permanent tag.
- Tracking Tag - Defines if this item is a Garment Tracking tag item.
- Stock - Defines if this item is a stock item.
- Stock Num - Defines total number of items in stock.
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Q. How to assign a default price list to a customer?
A. To assign a default price list to a customer, go to Checkin and select the customer from the list. Press the View/Update Customer button and on the right, select the price schedule from the dropdown. Press the OK button to save this setting.
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Q. How to select a different price list at checkin time?
A. To select a different price list at checkin time, go to Checkin, select the customer and press OK. When the checkin screen appears, press the More button at the bottom. Press the Schedule button and a Select Schedule window appears. Select the price list that you want to apply and say OK. To return to the previous menu, press the Main button.
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Q. How to setup 2 for 1 items items?
A. To make a 2 for 1 invoice, there are two areas to enable the setting.
First, go to Management, click on System and highlight Schedules. Select the pricelist that you want the setting to apply to. In Misc. Options at the bottom, put a checkmark in the Enable 2 for 1 Feature checkbox. Press the Save button.
Second, under Management - System - highlight Services. Choose the service that you want to apply the setting to, scroll to the right and put a checkmark in the 2 for 1 column checkbox for that service. Press the Save Change button to apply.
At checkin, if you choose 2 for the quantity for an item under these settings, the price displayed would be for one item.
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Q. How to setup upcharges?
A. The Upcharge menu is designed to allow users to charge extra on certain items. You may setup your own upcharge menu that could pop-up for certain items. To do this, go to Management and click on System. Select Upcharges. There could be certain system default upcharges that can be changed or added. To enable/disable the upcharge menu, go to Management and click on System. Select Schedules, and select the desired price schedule, and enable/disable the upcharge option. You may also disable this option for certain items. For example, you may want to disable upcharge option for household items. To do this, please review the Items/Departments section.
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Q. How to setup different tax tables?
A. You may add your own tax table that might apply to certain items/services. Please note, once a tax is changed, you may not modify your existing system tax, you have to add a new tax table and apply that to the existing store. To add a new tax table, go to Management and click on System. Select the Tax option. You may add up to three different taxes. Tax3 is usually used as the environmental fee. You may apply this tax as a value and as per invoice. To enable/disable taxes on certain services, please see the Services section.
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Q. How to setup coupons?
A. You may add your coupon table that could be a % or $ value. To do this, go to Management and click on System. Select the Coupon option. You may also assign an expiry date to your coupon and require a coupon id to be entered. The added coupons will pop-up in the Coupon menu during the checkin process.
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Q. How to setup Tender Type?
A. Your system is pre configured with most tender types. You may enable/disable certain tender types that are not used within your operation. To do this, go to Management and click on System. Select Tender Type. The following is the summary of the options.
- Tender Name - The name of the tender type (i.e. Visa)
- Active - If this tender type should pop-up on the Tender Screen.
- Coupon - If this tender is a coupon.
- Credit Card - If this tender is a credit card.
- Open Till At Tendering - If Cash Drawer is to be opened during the tendering process.
- Allow Over Pay - If over paying is allowed for this tender type, e.g. Cash. If overpaying is not allowed, the only less or exact amounts are allowed.
- Charge Type - If this is used for Charge customers.
- Is this a Refundable Type? - i.e. Gift Certificates.
- Allow As Default Payment Type - If Yes, it would be set as default tender type when creating customer profiles.
- If it is mandatory to enter a number when using this type - If card information is to be entered when this tender is selected.
- Enable to Show Detailed Change Information (Allow Multiple Changes)
- Enable Online Authorization - If this tender is used for an online credit card authorization system.
- If this will be Listed On Change Type List - If this tender is to be listed in a change type list, e.g. Cash.
- Processor - The name of credit card processor for online credit card authorization systems.
- Merchant Number - Your credit card processor merchant number to be used for online credit card authorization systems.
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Q. How to setup Special Requests?
A. You may add your own special request or memo to pop up when adding Memos in checkin, entering Void Reasons during void/refund, opening till during no sale transactions, and Paidout. To do this, go to Management and click on System. Select Management, and click on Special Request.
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Q. How to add conditions or advertising messages on an invoice?
A. To add conditions or advertising messages on an invoice, go to Management, and click on Management from the dropdown. Highlight Greetings/Conditions on Invoice and enter the message in the space provided.
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Q. How to open cash drawer with no sale?
A. To open the cash drawer with no sale, you can press the F10 function key, or press the No Sale button. Click on the last icon at the bottom that says Open. Enter your PIN number and the Memo window would open. Select from the drop down menu at the top the reason for opening the cash drawer and say OK.
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Q. How to disable cash drawer for no sale?
A. To disable the no sale option for certain job classes, go to Management and the System drop down menu. Select Job Classes. If you want to update an existing job class, click the name and make the appropriate changes. Add/remove the checkmark for the Enable opening cash drawer option.
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Q. How to disable cash drawer for a station?
A. Start TMS from Windows desktop, and from the logon screen type 11182000 and press the purple Config button. In the System configuration screen checkmark the No Cash Drawer Option. Set the register id to a unique id for each station. If you are sharing the same cash drawer on all the stations use the same Station id for each station. This causes TMS to consolidate all transactions from all stations into one cash drawer. Press OK to save.
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Q. How to setup a cash drawer float?
A. Start TMS from Windows desktop, and logon using your pin number. If station is not opened yet, you will be prompted to enter the cash drawer float.
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Q. How to Balance at the end of the shift/day?
A. TMS supports multi shift options for stores that would like to close the shift, balance the cash drawer and open a new shift. To do this you must enable the multi shift option from System Options in Management. At the end of the shift, simply go to Reports and select End Of Day Report. Open the cash drawer by pressing the Open button, and press the desired Coin or Bill option and enter the total of the selected coins or bills. Once done, press OK to finish counting the money in the till. For each tender type click on the tender type tab and press OK. Press Print to print the summary of your till report. Once you are done with all the tender types, you will be asked to close the station. Press Yes if you are done. Please note, no more transactions will be allowed after the station is closed. Once the station is closed, you have to logout to start a new shift. Once new shift starts, you will be prompted to enter the new float.
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Q. How to reopen store?
A. If store is closed, you will not be able to do any more transactions. To reopen store, go to Reports and select End Of Day Report. Select the reopen store option. Please note, depending on your job class, you may not be able to perform this task.
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Q. How to setup TMS to Consolidate Cash Drawers?
A. Start TMS from Windows desktop, and from the logon screen type 11182000 and press the purple Config button. In the System Configuration screen, set Register ID to a unique id for each station. If you are sharing the same cash drawer on all the stations use the same Station id for each station. This causes TMS to consolidate all transactions from all stations into one cash drawer. Press OK to save.
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Q. How to open a new shift?
A. If the station is closed, you will not be able to do any more transactions. To reopen the station and start a new shift, go to main screen and press logout. Enter your pin number to logon again and start the new shift. If you logged on and did not enter the till float you may press the open store button from the bottom of the main screen. Please note, once the store/station is opened, the icon changes to help icon.
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Q. How to disable/enable the cash drawer for certain tender types?
A. To disable/enable the cash drawer to open for certain tender types, go to Management and click on System. Select Tender Type. Select the tender type and checkmark the Open Till at Tendering option.
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Q. How to do Credit Card Settlement?
A. If your system is equipped with online credit card processing, after the End Of Day is completed, you will be promoted to settle the credit card transactions and deposit the funds into your account electronically. Make sure to print this report and keep it for your reference.
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Q. How to print a customer list?
A. To print a customer list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. You can then select how you want the customer list to be sorted by clicking the appropriate icon. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to obtain the best valuable customers?
A. To obtain a Most Valuable Customers Report, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Most Valuable Customers icon, which would display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to obtain an inactive customers list?
A. To obtain an inactive customers list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click on the Inactive Customers icon, which would display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to make a customer mailing list?
A. To make a customer mailing list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Mailing Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to create a customer credit report?
A. To create a customer credit report, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Credit History icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to make an A/R report?
A. To create an A/R report, go to Reports and select Customers Report. Choose the date that you want the report to reflect. Choose how you want to sort the customers in the report. Click the A/R Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.
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Q. How to make customer account statement?
A. To make a customer account statement, go to Reports and click on the More button to view other Report options. Click on the Statement button and select where you want to find the customer from (all customers, charge customers, company customers or by run). Click the Create Statement button. A customer list appears. Highlight the customer and select whether you want to display the last statement, or choose a date. Say OK and the report displays. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.