Definitions Lists

Definitions Lists

TENDER

   Tender

Establishes the list of methods of payment when tendering invoices.  For example, if you do not accept American Express cards you could remove it; and add other tender types as needed for your store.  (see Tender Definitions)

   Currency

Establishes the list of tender denominations when counting down the cash drawer.  For example, you may wish to delete the $2 Bill from the list.  When adding a new denomination, for Currency Type enter the name to be displayed.  For Multiplier enter a number which when multiplied by 1.00 will equal the value of the denomination (see Currency Definitions)

   Exchange Rates

Establishes a current monetary exchange rate for foreign currency.  The My Country rate should always be 1.000000.  This should never be removed.  Foreign exchange rates can be added.  (see Foreign Currency)

INVOICING

   Invoice Layout

Edit the layout and information displayed on screen as clerks create orders and layaways.  

   Invoice Buttons

Define the buttons visible on multiple rows of the invoice screen.  The buttons can perform actions, add products or link to other buttons. (see Invoice Button Setup)

   Touch Screen

Design a button layout for a touch screen monitor.  Gives total control of button color and size and position as well as "jumps" to additional screens.  

Note: you should be running a 1920 x 1080 (1280 x 1024 minimum) monitor resolution when choosing to design or edit the touch screen layout.

    Multi-Monitor Manager

Define content and timings of slide show and transactions on a monitor facing the customer.  Ability to clone or define settings for each individual workstation.  (see Monitor Manager)

    (see Desktop Buttons)

Can also be used for Invoicing

STATUS SETTINGS

   Customer Returns

Reasons for returns from customers which also control how return inventory will be processed.

   RMA Returns

A listing of actions you would like your vendors to take when processing items you return to them.

   Service Status

Not a feature of PFR

When closing a service order you are prompted to select the status of the service order.  You may add, edit, and arrange these status options as needed.

   Call-Log

Not a feature of PFR

When making a call to a customer regarding a pending service order, you may choose one of these pre-defined responses.

LISTS

   Zip Code Table

A list of zip codes and the appropriate tax rates per zip code area.  This is especially needed if you are taxing based upon point of delivery instead of point of purchase. (see Zip Code Table)

   Finance Companies

Define Third-Party Billing organizations which pay on behalf of individual customers such as insurance companies or co-pay partners.. Finance Company will be in the tender list.

   Warranty Table

Not a feature of PFR

A general listing of Warranty programs which can be applied to specific inventory items.  Used primarily for service work.  (see List of Warranties)

    Countries

(Optional) For international customers, adding the names of countries will be linked to label printing. (see Countries)

DEFINITIONS

   Barcode Types

A list of barcode formats with the ability to select a suitable symbology.  Type 3of9 is already selected.  No changes are required.

   User Defined Fields

A master list of inventory user defined fields.  When assigning user defined fields to specific categories, all items in this list will be available for selection.  Note: This list can be added to while in the category setup.  (see User Defined Fields)

   Employee Security Groups

Security options can be defined for employee types such as management, cashier, stockroom, etc.  Once defined these groups and security settings are readily assigned to new employees.  (see Security Group Settings)

   Mail Groups

Define groups of employees for sending POSitive messages which are independent of any e-mail systems. (see POSitive Mail and Mail Groups)

   Employee Shifts

Set time periods during the day on which some sales reports can be filtered.

   Desktop Buttons

Create your own "Touch and Go Buttons" on the POSitive work area and hide the Ribbon Bar menus. (see Frame Buttons)

   Policy Statements

Defines the greeting and or store policies regarding returns, refunds, or work performed, which will be printed a the bottom of transactions.  A separate message can be used for invoices, orders, internet orders, etc.  When an order is converted to an invoice, the policy statement will change. (see Policy Statements)

Events Manager

Automatically alert customers though text or e-mail messages when the status changes on things like Layaways, Orders and Service Orders. Automatically receive notices about stock items that are on backorder or need to be reordered soon.

SMS Manager

Using SMS Text Marketing, you can:
· Send out special one-time offers to targeted customers, using one-time only coupons
· Inform your customers of upcoming sales
· Receive text messages from your customers, and respond to them
· Setup and analyze marketing campaigns; see how many sales were driven by your texts, by reporting on coupons redeemed (see SMS Text Marketing)