Reporting and Database Setup

Performance reports and table lists are available for all parts of the system. 

However, to make better sense of  the reports and lists, the data in them should be broken down into meaningful sets.

The Data setup routines will govern how items in the reports are grouped together.

The forms to set up the Data setup routines are all available from the Main Menu 'Setup' option.

POS and Back Office Shared Tables: Setup - System menus.

• Main User (User Address and Global System Settings)
• Taxes (Global System Tax Settings)
• Zones (Zones For Multi Store Franchised operations)

POS and Back Office Shared Tables: Setup - Store menus.

• Information (Store Parameter Setup)
• Main Area (Top Level Reporting Groups)
• Departments (Store POS Reporting - Register Table)
• Purchase Groups (Used to Group Bins together for ordering)
• Short Reasons (Receiving)
• Special Types (Store Reporting and Maintenance) Report Groups (Store Reporting)

Store Customer Setup: Customer menus.

• Business Types (Used to provide customer demographic information)
• Loyalty Types (Used to provide customer loyalty status information)
• Payment Terms (Customer Credit Information - Software POS Lanes Only)

POS and Back Office Shared Tables:  Setup - Item menus.

• Bins (Inventory Stock Reporting)
• Categories (Inventory Reporting Group)
• Deposits (Store POS Reporting - Register Table)
• Item Fees (Used to Setup Environmental fees in the Store)
• Locations (Inventory Reporting/Labels)
• Measures (Gross Profit Micro Management by Size/Info) 
• Types (Inventory Sales Reporting)

The Main Reporting system for item sales is broken down by Main Area, Department, Category and Item.

In Setup:

• All Items report to an Item - Category.
• All Categories report to a Store Department
• All Store Departments report to a Store's - Main Area
• All Main Areas Report to all Stores

Further sales reports can be obtained by Item Category, filtered by Item Type - also Vendors filtered by Item - Location.

Each Item in a store can be given an Item - Location or Item - Bin depending on it's seasonal status or position within the store.

POS and Back Office Shared Tables: Setup - POS Lane menus.

Software Based Lanes...

• Credit/Debit Cards (Define What Additional Charge Cards the Lanes take)
• Credit/Debit Interface (Setup For Mercury/Global Payments)
• Foreign Currency (Define the Exchange rates for Foreing Currencies)
• Lane Functions (Setup Global POS Lane Parameters including Debit/Credit)
• Lane Network (Setup the Back Office Lane Network information) Price Level Schedule (Defines alternate pricing changes on a schedule)
• Receipt Wording (Lane Receipt Setup)
• Remote Printing (Lane Remote/Kitchen Printer Setup)

Website Options include...

• Operational Setup
• Web Home Pages setup
• Delivery Charge setup
• Build Site - When the Website is built it can be viewed and managed using the Website option from the main menu.