UpFront Software is a windows-based Point of Sale software system

UpFront Software is a windows-based Point of Sale software system
Product Summary
UpFront Software is a windows-based Point of Sale software system
designed to meet the needs of the Grocery and Convenience store industries.
The system offers a wide variety of features that will meet any size store,
from a single lane store to large multi-lane store. For over ten years we have
listened to our customers and have developed a program that offers
solutions for every part of the grocery store operations including but not
limited to Register Scanning, Price Control, Financial Reporting,
Warehouse Connect, Shelf Labeling, Security, Accounting, Frequent
Shopper Tracking and Inventory Control.
Contact Information
Sales/Marketing [email protected]
Support [email protected]
Upfront Point of Sale Software consists of:
Register Point of Sale (Touch Screen/Keyboard)
Office Management (Back Office)
• Inventory Price Book
• Financial Reports
• Manager Functions
• Integrated Credit/Debit/EBT Processing
Optional Add-On Modules include:
Accounts Receivables (House Charges)
Price Verification
Multi-Store Operations
Warehouse Hosting
Shelf Labels
Frequent Shopper Program
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Upfront Software Register Point of Sale Highlights
Display Store Logo or Advertisement Pictures at the Register.
Display Promotional Item Pictures at the Register.
Taxes automatically forgiven with Food Stamp and EBT Tenders.
WIC Check Control: Automatically tracks the amount of WIC Items Scanned which compares the Amount of the WIC Check.
and calculates WIC Refunds.
Integrated Credit/Debit/EBT Processing.
Time Keeping: Tracks total amounts of Labor Performed on each Register.
Suspend & Resume Transactions.
Auto Recognition of UPC2 Weighted Items.
Item Lookups by Description or Item #.
Item Price Changing at the Register.
Cashier Security - Multi-Password Levels.
Option to Print Cash Drawer Financial Reports at the Register.
Option to Declare Cash Drawers at the Register.
Past Transaction Receipt Re-Prints.
Register Status Window Displays all Totals Activity including Voids, WIC Amounts, Food Stamp Amount, and Frequent
Shopper Discount Amounts.
Registers may run independently of the Server.
The Upfront Software POS Screen
The Point of Sale Module is a user-friendly program that guides inexperienced cashiers through any type of transaction. The Point of
Sale screen displays four main windows plus an area for the stores logo:
Entry Window – Contains a Single input field that displays bar codes and direct entry of
cashier items.
Clerk Window – Displays the cashier ID, network status, register number, date, time, current
transaction number, printer on/off status and the number of suspended transactions.
Subtotal Window – Contains a running total of items, sales, tax, voids, food stamp and WIC
Item Window. – Displays all items purchased including quantity, descriptions and item price.
Security Features
The system is designed to provide a high level of security in all areas. The system is able to detect whether the cash drawer is open or
closed and will prevent a transaction to begin if opened. Also, the system keeps track of the number of times the cash drawer opens as
well as how long it has been open.
Password protection can be implemented on functions such as voids, discounts, adding of new items at the register, etc. Each cashier
can have a different level of authorization. When a cashier is not authorized to perform a function, management authorization will be
needed to complete the transaction.
The POS system accepts a number of different types of media collection including check, cash,
credit card, debit card, food stamps, WIC, store and vendor coupons, gift certificates and four
user defined tenders with programmable currency exchange rates.
The POS system offers a Customer Checks database that lists both negative and positive
checks. The checks maintenance feature, allows managers to have more control on bad check
writers. The amount a check can be written by a single customer can be set under the Check
Limit field. Checks can also be set up to endorse and/or print a check.
There are four Open Tender keys that are user defined, programmable tenders. These tenders can be defined as with normal tender or
with an exchange rate for use in currency conversions.
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The POS software accepts vendor coupons and store coupons and is designed to accept a coupon ONLY if the item has been
purchased. If the item has not been purchased, the system will display an error message notifying the cashier. The system contains a
coupon file that allows store coupons to be entered into the system and can be configured to only be valid if a certain dollar amount is
met. Both store and vendor coupons can be scanned or entered manually.
Tax Tables
Three TAX tables are available in the application. Both Department and item tax is
determined by the status flag (Tax 1, Tax 2, Tax 3) which can be found in the
Inventory Price Book under the items record.
Safe Drops
The system can be set up so that cashiers are prompted to do a safe drop once the amount in their drawer hits a certain amount. This
security feature helps maintain the cashier’s drawer from exceeding a certain dollar amount. A Stop screen will appear once the preset
amount has been reached. Also, the system will display a dollar bill in the upper right hand corner notifying the cashier that a safe
drop needs to be done soon.
Cash Balancing
If the POS system is configured for blind cash drawer balancing, the
Declare Cash Drawer window will be displayed after the log-off process is
complete. The cashier will declare all cash amounts in the cash drawer and
other forms of tender. Blind balancing provides a way to compare the
amounts that are entered by the cashier with the system amounts and will
report on any amounts over or short.
When declaring a cash drawer, the cashier will count all media in the cash
drawer. Cashier will enter the amount of pennies, nickels, dimes, quarters
and the number of rolls in the cash drawer. Follow this with a count of the
various bills and a count of the remaining media that includes food stamps,
checks, credit cards, debit cards, WIC, gift certificates, etc.
Training Mode
Full training mode capabilities exist within the system. During training mode, the cash drawer will not open and all receipts printed
will indicate that the transaction was done in training mode. To enter training mode, the Cashier ID entered at the Log On Screen must
be 99 or 98.
Log-On With Cash Declaration
The POS system when configured for cash declaration will prompt the cashier to enter the Beginning Balance after logging onto the
Mix Match Capabilities
The POS offers various mix match capabilities within the system such as buy one get
one free, Buy two get one free, as well as various pricing algorithms. The system
also features mix pack features that allows an item that has the same UPC code to be
sold as a single item or as a pack. For example, soda can be sold as a single can, a
six pack, or as a case. When the cashier scans the item, the Mix Pack Screen will pop
up showing all three options. The cashier simply enters the corresponding number.
Price Checks/Changes
Price checks can be done by using the description look up feature. The cashier would select the Lookup By Description Key and enter
the first few letters of the item. The POS will scroll through the inventory file displaying the item description as well as the item
number. The cashier would simply highlight the item to view more detailed information about the item including the price. Items can
also be looked up by item number.
Price changes can be made at the register under management supervision. After the item has been entered the Price Change Window
will appear showing the Item number, description, price, Mix Match, Price Group, Department Number, Item Link # and status flags.
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Any necessary adjustments can be made from this screen. Once the information is entered the information is sent to the back office
and to all registers on the network.
Suspend/Resume Transactions
The POS has the capability to suspend and resume transactions during a cashiers shift. Multiple transactions can be suspended and
resumed simply by pressing the suspend or unsuspend key. If the cashier does not have the authorization to suspend transactions, the
system will prompt for Management Authorization. A list of all transactions that have been suspended will be listed along with the
reference ID that was entered when the transaction was first suspended after pressing the Unsuspend Key.
Adding Items at the POS
Items that are not in the inventory file can be added at the register. Under management supervision, the description, department item
and price capabilities can be entered into the system. Once the information is entered the information is sent to the back office as well
as to all registers on the network.
Menu Feature
The POS system is configured with the Menu Key to help facilitate the item entry process.
Some examples of Menu Keys are for newspapers or produce. Pressing the Menu Key will
bring up the Menu Flip Chart Screen that will display ten items per page.
Touch Screen
The Touch Screen Mode of the UpFront POS System is extremely easy to use and setup.
UpFront POS Software offers stores the ability to setup the registers using either a keyboard
or touch screen. For example, a five lane store may have two registers that are setup to use a
touch screen while the remaining registers are using a POS keyboard.
The Menus are completely user defined allowing
users to change the color of the button as well as the
font. Multi-Levels and Links to other Menu Pages are
also available within the Menu Setup Section.
The Touch Screen is made up of two main screens: Tender Mode and Sales Mode. Each mode
can be customized by changing the font, font size, and button color. Training time to use the
register is minimal. Your clerks will be operating the registers and be productive within
Keyboard Features
Tender Keys
• Cash Tender Key
• Check Tender Key
• Credit Card Tender Key
• Debit Card Tender
• Five Speed Tender Key
• Food Stamp Tender Key
• Gift Certificate Key
Misc Tender Key
One Speed Tender Key
WIC Tender Key
Open Tender 1 thru 4 Keys
Ten Speed Tender Key
Twenty Speed Tender Key
Optional Keys (Must have Designated Modules Installed)
• Frequent Shopper Key
• House Charge Tender Key
House Charge Inquiry Key
House Charge Payment Key
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POS Keys/Functions
• Tax Accept Key1 – 3
• Bottle Return Key
• Case Key
• Time In/Time Out Key
• Close Register Key
• Dept 1 thru 40 Preset Keys
• Department Lookup Key
• Display Switch Key
• Employee Discount Key
• Food Stamp Exception Key
• Item Discount Key
• Item Preset 1 thru 40 Keys
• Lookup by Description Key
• Lookup By Item # Key
• Drawer Loan Key
• Logoff Key
• Instant Lottery Payout Key
• Menu Lookup Key
• Manager Function Key
• Menu Preset A thru T Keys
• No Sale Key
Drawer Payout Key
Item Price Change Key
Invoice Print Toggle Screen
Quick Safe Drop 10 Key
Quick Safe Drop 20 Key
Quantity Key
Refunds Key
Reports Key
Safe Drop Key
Scale Key
Store Coupon Key
State Lottery Payout Key
Suspend Transaction Key
Scan Void Key
Tax Exempt Key
Transaction Discount Key
Unsuspend Transaction Key
Vendor Coupon Key
Void Item Key
Void Transaction Key
Zip Code Key
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Integrated Debit/Credit/EBT Processing
UpFront Software interfaces with various pin pads including VeriFone's Everest, 1000, 1000SE, and
2000 models.
The Everest Pin Pad prompts customers to swipe their cards, enter their pin numbers and verify
transaction amounts. The Everest terminal's user-friendly interface helps customers move quickly through
lines. For more information about the benefits of the Everest Pin Pad please visit
Merchants will enjoy the speed of processing credit cards which in turn will result in higher productivity
and overall customer satisfaction.
Increased Productivity: 2 - 3 second payment processing with DSL
Real time reporting system: One convenient web site for real-time reporting.
Secure Transactions: All transactions are encrypted and stored behind firewalls.
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Highlights of the Office Management (Back Office)
*includes Inventory Price Book, Financial Reports, Manager Functions
Customer Negative Check Files
Item Refunds Maintenance
Gift Certificates
Instant Lottery Maintenance
Electronic Journal
Cashier Maintenance
Time Keeping
Inventory Auditing
Electronic Journal
Allows store manager to review past and real/time transactions which occur at the registers.
Any receipt may be reprinted using the Electronic Journal.
Powerful search options including searches for Credit Card Transactions, Debit Card Transactions, Cash Tendered
Transactions, WIC etc. Additionally allows for searches on Transactions that have voided items, bottle returns etc.
Cashier Maintenance
Easy Employee Maintenance. Database includes Employee address, passwords, birth dates etc. Register will not
allow underage Employees to sell restricted items based on the employee date entered into the Employee file.
Custom employee authorizations may be set for each employee which covers all major functions of the Register
including Item Discount Authorization, Voids, No Sale etc.
Time Keeping
Automatically keeps track of all time worked by each cashier employee.
Reports on all hours worked by unlimited Date Ranges. For example, you may generate a weekly report of all
cashier hours worked.
Inventory Auditing
Keep track of all Employee activity occurring within the Inventory Price Book.
Know who is making item price changes, when those changes are being made and which item those changes are
being made to.
Fully integrated reports which highlight all Item and Item Price changes. Reports may be generated for any Date
Range Requested.
Time Keeping
This option provides the ability to track cashiers hours worked and will report total hours worked. Cashier sign on information is
automatically tracked at the register and will be recorded in the file, which
may be viewed from the maintenance option. You have the ability to also
add new entries, which includes who worked and the date and time worked.
The system will report on the total number of hours worked for each
Cashier Maintenance
The cashier maintenance system will allow a manager to add, change, or
delete a cashier and any management staff that will be operating the system.
Certain functions such as voiding a check can be controlled by a password
and each staff member can be given different security levels. If a cashier is
not authorized to perform the function, the POS will automatically request
management authorization.
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Transaction Journal
The transaction journal allows a manager to view all the transactions from a
cashiers shift. The transaction criteria screen is an electronic journal of all
transaction items which have been rung up at the registers. When in the
criteria screen, the cashiers ID number must be entered for the journal to
display the transactions. All transactions can be displayed by leaving all
options blank or to view only one type of transaction like Credit Cards.
When selecting the criteria, the POS will look for transactions that include
all options that have been selected. For example, if Credit Cards and Bottle
Returns is checked, the POS will look for transactions where a Credit Card
was used AND a bottle return. Transactions can also be viewed by
Department, Description, Tender Amt, and Item Amt.
After entering the criteria, the system will display all individual transactions sorted by transaction number based on the criteria
selected. The Date, Time, RegID, Cashier, Draw, Sales Total and Refunded amounts will also be displayed. By selecting a transaction
and clicking the Detail button, the Transaction Journal will appear listing all transaction totals such as Cash, Check Amounts, etc.
Also, a list of all individual items sold in that transaction will be displayed at the bottom of the screen.
Restock Refunds
All refunds presented at the register will be transferred to a refunds file after running the build sales history option in the Cashup
System End-Of-Day. These refunded items may be restocked into inventory or permanently deleted from the refund file. The list of
refunds will be displayed by order of date and will also display the Dept#, Transaction #, Item#, Description and the amount of the
refunded item. Once an item is restocked, the item On Hand Qty will increase by the quantity of the refunded item.
Any activity performed on the refunds file such as purging refunds or restocking refund items back to inventory is recorded in the
refunds report file. The refunds report should be run after any restocking activity has been done. The restocking report will detail all
items which were restocked to inventory, the Cashier ID, Transaction#, Qty, Item# and Description. Total items restocked and deleted
will be displayed at the end of the report.
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Inventory Price Book
The Inventory Price Book program has an extensive array of pricing and control features. All item information is maintained within
the Price Book. Pricing levels are available for normal retail price, sale price, temporary sale and future price changes. All
capabilities are date on/off activated. Other supporting files such as Departments, Price Groups, Vendors, and Coupons are also
maintained within the Price Book module. All registers are automatically updated with changes made in the Inventory Price Book.
The Receiving module is accessible through the Inventory Price Book. The receiving module also incorporates a means of maintaining
vendor cost control by comparing the cost of the item in the Store Price Book to the vendors invoiced cost. Vendor orders can be
generated based on the on hand count which in turn helps maintain inventory costs and levels.
Highlights of the Inventory Price Book
Multiple Item Descriptions for Multi-Language.
Up to 3 Alternate UPC’s may be used for each item.
Item Expiration Dates.
Item Picture Attachments which Display at the Register.
Easy Menu Maintenance for Non-Scan able Items such as Produce.
Fully Integrated Receiving / Suggested Ordering / Stock Maintenance.
Promotions are Automatically Activated by Beginning & Ending Dates.
Age & Time Restrictions may be placed on each item which ensures Legal Compliance.
Powerful Pricing Capabilities including but not limited to:
Mix Match Pricing. Unlimited # of Mix Match Groups may be created.
Example: $1.25 each, 3 for $1.00.
Split Pricing. 3 for $1.00. System Auto-Calculates the each price.
Price Groups. Unlimited # of Price Groups may be created. Each Price Group offers multiple Promotions.
Example: Allows you to change the price of 100 Items by just making 1 Input Price Change. Or, put 75 Items On
sale by just making 1 change.
Transaction Limits.
Example: Allow the Sale Priced Item of $1.00 if the Customer purchases $10.00 of other items…otherwise the Sale
Item is charged at the Regular Price.
Must Buy.
Example: Customer must purchase Qty 3 of the Sale Item in order to receive the Sale Price.
Qty Limit.
Example: Allow only Qty 3 of the Item to be Sold at the Sale Price. After Qty 3, the Item Automatically goes back
to the regular price.
Buy 1 Get 1.
Example, Purchase Qty 1 of an Item, get another of the same item for Free.
Buy 1 Get A Different Item Free.
Example: Purchase 2 Bags of Flour; get a Box of Stuffing for Free.
Dept Promo.
Example, Get an Item for free if the Transaction Amt of $10.00 has been satisfied. Allow only 2 of the items to be
sold at the Sale Price and do not Include Beer in the Transaction Purchase Requirement.
Sales Analysis
The POS system offers various types of analysis on the sales history of an item which can be done on a weekly basis, monthly basis or
yearly basis up to three years. Information such as the last time the product was on sale, weekly sales, and retail price are shown along
with quantity sold, sales, cost, and the margin percent for the past two years.
Quick Edit
The Inventory Quick Edit screen provides a way to easily enter similar Item Pricing Information or to have the cursor default to
certain fields upon entering the Inventory Item screen. Whenever any item is selected via the Change Button, the Quick Edit options
allow you to automatically pre-set your item prices, sale prices, sale dates etc.
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Status Flags
The Point of Sale system offers 10 status flags that can be associated with a product. Choose the appropriate status flag by clicking in
the box.
Food Stamp – An alternative form of payment to purchase items such as milk, breads, fruits, vegetables, etc.
WIC – An alternative form of payment for specialty foods. The WIC program is a special supplemental program for
women, children, and infants.
Refund – Item is refundable
Markdown – Item can be marked down from its retail price
Scale – Item requires a weight to be determined
Discount – Item is eligible for discounts
Tax 1 – Tax rate for item. The Tax Rate tables are set up in the Server Set-up. When the item is scanned, the tax rate
will be calculated based on which Tax table you have selected. For example, Tax Table 1 is set at 6%, Tax Table 2
is set at 8%, and Tax Table 3 is set at 2%. If a tax table is not selected the item will not be taxed. If Tax 1 is checked
the product will be taxed at 6%
Tax 2 – Tax rate for item
Tax 3 - Tax rate for item
Inventory File
All the items in the inventory file can be viewed by Item Number,
Description, Menu Item number, Department, Price Groups, Mix Match
Groups, items on sale, or by vendor. Also, the system is designed to find an
item by entering the UPC number or Item Description for quick editing.
Mix Match
Mix-Match groups are a convenient means of selling items at different
prices depending upon the quantity purchased by the customer. For
example, bags of Candy may be sold at 35 cents a bag or 3 for $1.00 or buy
2 items and get the 3rd item free.
Price Groups
Price Groups allows grouping large numbers of items that sell at the same price. The benefits to price grouping include easy price
changing. Instead of changing individual item prices, changing one price in a group will affect all items that have been assigned to the
same Price Group which could save you a substantial amount of time. For example, you may price all Candy bars under a price group
priced at .45 cents. If you need to raise the price of all candy bars to .55 cents, just change the price group price.
Mix Pack Pricing
The Price Book allows 5 different pricing levels for each item. Price levels 2 through 5 are used for Mix Pack pricing. A good
example of a Mix Pack Items would be items that come in multiple quantities per package such as soda or beer. Mix Packs provide the
ability for the clerks to sell items by SINGLE, 6 PACKS, 12 PACKS, CASE, etc. This is very useful if a customer breaks out a single
can of soda from a carton of 6 or 12.
NOTE: When an item has different pricing levels, a mix pack screen will appear when the item is scanned. The clerk can then
make the appropriate selection.
Promotional Pricing
The POS is designed to handle various types of promotions. All promotions
can be controlled by entering the beginning and ending sales dates.
• Split Pricing – For example, you can have three items on sale for
$1.00. The POS will auto calculate the price for each item.
• Transaction Limits - The system will allow an item to be sold for
the sale price ONLY if a certain transaction amount is met. For
example, a customer must purchase $10 worth of items in order to
receive the sale price of an item. Once the $10 is met, the POS will
calculate the sale price for the sale item.
• Must Buy – The must buy feature requires a customer to purchase
a certain number of items in order to receive the sale price. For
example, a customer must purchases three sale items in order to
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receive the sale price.
Quantity Limit – When an item is on sale, a customer can be restricted as to how many items can be purchased. For example,
only 3 sale items can be purchased. The fourth item will be calculated as the retail price, not the sale price.
Buy 1 Get 1 Free – When a customer purchases the sale item, get another item for free. You have the ability to put the same
item as a buy one get one or you can also use another item as the free item.
Item Image Display
This feature shows an image of the item on the POS screen as long as the item is on sale. The image assigned to the item as well as the
amount saved will be shown on the screen.
The system offers two levels of departments, Departments, Sub Departments (Level 1), Sub 2 Departments (Level 2) and Department
Groups. Sub Department assignments for level one sub departments and the sub department description are assigned from this menu
option. The individual item records are then assigned the appropriate combination of sub department levels which provides for
enhanced reporting.
The discount option allows you to maintain a list of transaction discount types on file. For example, if the store offers a 10% discount
to senior citizens on Tuesdays, the Discount Type would be SENIOR CITIZENS. Discounts can be set up to be valid on certain days
and time periods.
When doing a transaction the clerk would press the Transaction Discount Key at the end of the transaction. A discount table which is
identical to the lists of discounts will appear. The clerk chooses the proper discount and all discountable items will be discounted.
Alternate UPC’s
The system will allow up to three different types of
UPC’s for an item. This feature will allow the second
UPC to be entered into the item’s record and eliminates
the need for the item to be reentered into the system. For
example, an item may have a different UPC during a
Holiday promotion.
Vendor File
Use the vendor file to keep a list of Vendors (up to three
vendors can be listed for an item) from which you
purchase your store items. The vendors file is used when
running the inventory control/receiving system and when
adding items in the inventory control.
Age/Time Restrictions
Items that have an age or time restriction can be
controlled by entering the age and/or times the product
can be sold into the POS which ensures legal compliance.
The coupon file allows you to build and maintain a list of store coupons, double coupons, and vendor coupons which you can use to
assign to your own coupon items or against a vendor purchase. Double store and vendor coupons can be set up to only apply on
certain days after a coupon is scanned, the system will search the transaction to match the coupon with a qualifying Item for validation.
If the cashier voids the item which has the coupon assigned, the system will automatically determine if the coupon can be re-assigned
to another qualifying Item.
Multiple quantity value codes are automatically handled by the system. For example, a coupon which requires a purchase of Qty 3 on
an item is automatically handled regardless if the cashier uses the quantity key to ring up the items.
UPC 2 Weighted Items
This feature allows a weighted item to be set up three different ways.
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Accept Weighted Items
Register will recognize Bar Codes starting with a 2 which will designate the item as a weighted item. The Register will
determine the price of the item by the digits in the Bar Code.
Weighted w/ Inv Lkup
Register will do a lookup of the item in the PLU Lookup file. If the item is located, the Register will determine the weight by
the Price per Lb and multiplying that by the Price of the Weighted Item.
No Weighted Items
If a Bar Code is scanned with a leading '2', the Register will treat the Code as a normal item SKU.
The UPC 2 Code of '21234567890' is scanned into the Point of Sale. If the Inventory Lookup Option is selected, the Point of Sale will
take the first 6 digits of the UPC 2 code and will add 4 0's to do the lookup. (2123450000).
The Price of the Item is determined by either the last 4 or 5 digits depending upon the option for the (Use 2nd Check Sum Digit)
option. If this option is check marked, the Register will only take the last 4 digits of the UPC 2 code to determine the price. In the
example above, the price of the item is $78.90.
If the Use 2nd Check Sum Digit option is NOT checked, the Register will use the last 5 digits of the UPC 2 code to determine the
price. In the example above, the price of the item would be $678.90.
The receiving module allows for inventory control, direct cost and retail
price management. Also, the system keeps an up to date on hand count of
items that are sold. When an item is scanned at the POS, the on hand count
is decremented.
Inventory Reordering
A reordering report will be generated based on vendor, department, or sub
department. The report will show the item, the on hand count, how many
items sold over a four week period and the minimum and maximum reorder
Suggested Ordering
When running a suggested order, if the level of the items in stock falls below the reorder minimum it will trigger a reorder that will not
exceed the reorder maximum. Both the reorder maximum and minimum can be found on the Update Item screen under the tab
For example:
For item #54628265 the on-hand count is 8, the reorder min is set at 10, and the reorder max is set at 20. A reorder is done
because the on-hand count is below the reorder min. The suggested reorder would be 12 (20 (reorder max) – 8 (on-hand)).
For item #01705809 the on-hand count is 14, the reorder min is set at 10, the reorder max is set at 20. The system will not
place an order because the on-hand count is greater than the reorder min.
Customer Display/Receipt Message
The display at the top of the screen can have up to four different messages scheduled to be displayed at different dates. For example,
from December 1 to December 25, the display can read “Merry Christmas” and then on December 26 the display can automatically be
changed to “Happy New Year” if entered into the POS.
The receipt message can also be changed in the same way.
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Inv Status Flags – This utility will update any changes that were made to the status flags for either a particular department or all
departments. You also have the option to send the update to the registers by checking the box Check to Update Registers.
Global Inventory Updates By Department – This utility allows you to update a single department or all departments. There are
a number of updates that can be done from this screen. Using this utility, avoids spending time updating each item individually.
Global Cost Updating – This utility enables you to changes the unit cost of any mix match group or price group.
Cost Adjustments – This utility will increase unit costs by the percentage amounts entered below for all sub 2 departments
selected. Example: 2% should be entered as 2.0
Update Vendor Number – This utility enables you to assign a different vendor number to the items within the department or to
all departments. For example, if you started buying Produce from a different vendor (Vendor # 6254), you can change all the
items under Produce to the new vendor number 6524.
Change Department Group Numbers
You are able to change a Department, Price Group, or Mix Match group number to a different group number by entering the
current group number and the new group number. The utility will change all items that are assigned to the specified group to the
new group number.
Dead Stock Movement – This utility will move all dead inventory stock which have a last sales date less that the target date
entered. Items having a last sale date of 0 will not be affected.
Load new items added at Register – If an item was added at the register and not through the Inventory Price Book, this utility
will add those items to the inventory file.
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Financial Reports
The Financial Reporting program features an extensive list of reports that can be generated.
Here are just a few reports that can be generated.
• Total Cash Drawers
• Total Department Sales
• Total Department Sales/Cost
• Refunds By Department
• Top 100 Selling Items
• Daily Item Sales Analysis
• Promotional Sales
• Item Markdowns
• UPC2 Item Sales
• PLU Report
• Items Going on Sale
• Items Going Off Sale
• Dead Stock Items
Inventory Value
Mix Pack Items
Frequent Shopper Items
Store Coupon Sales
Double Store Coupons
Sub Departments
Price Groups
Mix Match Groups
Store Coupons
Customer Check File
End of day Reporting
The End of Day Reporting feature has a number of different reports that can be generated. The Report Options provide a default setup
for the End of Day window in the Cash Up/Financial Reports Module. Each time the End of Day window is accessed, whatever
option is checked in this section, the same options in the Cash up will also be checked. The user will have the ability to over-ride the
defaults at run time but upon re-opening the End of Day window, all defaults will be automatically reset. The following reports that
can be generated are listed below. Reports can either be sent directly to the printer or previewed first.
Print Cashier Deposit Report
Print Credit/Debit Deposit Report
Print Individual Cashier Report
Print Combined Cashier Report
Print Individual Cashier Department Sales Report
Print Combines Cashier Department Sales Report
Print Hourly Department Sales 5am-11pm
Print Hourly Department Sales11pm-5am
Update Inventory Sales History
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