Management

Store Stats

  Report Center

Access to the majority of reports available in POSitive

  Sales Summary

Each day's totals are tabulated and displayed in this consolidated screen.  This screen includes a running total of Month To Date sales.  You will see the number of invoices, total of sales, returns, and net after returns.  Also a total of cost, profit and margin % for the day's receipts.

  Daily Activity Log

The Activity Log showing primary changes per workstation.

Employees

  Employees

For adding employees and establishing security limits and primary functions of each employee.

  Commissions
Not a Feature of PFR

Commissions earned by employees are tabulated here and await processing and payout.  Commissions can be split between employees.  A History of paid commissions can be reviewed and printed

  Time Cards

Access and report on the number of hours worked.  Make corrections and print reports.  

Service Time Cards track time spent on individual service orders by one or more service technicians. Not available in PFR

Customers

  Consignment Processing
Not a Feature of PFR

Process payments for Consignments sold for individual customers

  Check Refunds

Process refund monies to be paid to the customer by check.

  Check Management

A listing a checks received in payment from all customers with the ability to focus on just one customer.

Managers

  Gift Certificates  

Gift Certificates / Cards which have been issued and used are tracked through this section of POSitive. Print reports of Gift Card sales, generate new cards, review and print list and status of old gift cards.

  Credit Cards

Setup of credit card processing starts here and is completed at the station level.  Once credit cards are received and tendered, batch settlement and credit card reports are generated from here.

  Loyalty Programs
  (Frequent Buyers)
Not a Feature of PFR

Create loyalty type programs which reward customers with store credits or points for making purchases of selected products.

Marketing

Choose one of the activities listed below and then select the GO! icon at the right.  You will be prompted with various options.

  Customer Labels

Print a filtered list of customer labels sorted by zip code or customer name.  Various filters (queries) can be created, saved, and applied which focus on purchases, last visits, location, and many other criteria.

  Print Customer List

A filtered listing of customers can be printed.

  Export Customers

Choose to extract a filtered customer database into a Microsoft spreadsheet to include selective bits of information from the customer record.

  E-Mail Manager

E-mail marketing messages and offers to a filtered customer list based upon purchases or other criteria.

Document Management

Access to all documents created.  Documents can be assigned to: Customers, Vendors, Inventory, Invoices, Pending Transactions, Pending Purchase Orders, and completed Purchase Orders.