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SmartFeatures |
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Several shortcut features are built into POSitive to save you effort, time, and worry. Some of these features will need to be activated while others are always working for you.
The Advance Pay feature accepts payment in advance of a purchase. When a purchase is made, the funds are already available as store credit to tender payment. This option is especially useful in youth camps or other institutions where frequent exchanges of money is discouraged. At the beginning of camp a lump sum payment is made towards the individual's store credit. If purchases eventually exceed the advance payment, then money can be collected or the purchases placed on store account. Refunds To issue this store credit to the customer as a refund, you can issue a check as payment. Go to Management: Check Refunds. Add the customer and enter the value of the store credit.
POSitive can print special data to pre-printed forms upon the completion of an invoice. This is a valuable feature if you have to complete government paperwork when selling items, like motorcycles or guns, that need to be documented and registered. (see Advanced Printing)
When a defined Template (a listing of various components) are removed from stock to manufacture a finished product, the resultant inventory item is a unique assembly and is sold individually.
Purchase order numbers can be generated to include the date and sales ID of the person creating the purchase order or just a sequential number for tracking purposes.
A lump sum payment received towards outstanding accounts receivable can be automatically applied to the oldest invoices first.
An option to automatically print the vendor purchase order when creating or placing the PO. (see AutoPrint PO)
An option to substitute one inventory item on a customer order with another. This often is necessary when you can no longer purchase the exact item from a vendor but can provide a reasonable substitute item. This option only appears when you attempt to permanently delete an inventory item from the Inventory Center which is currently on a customer order. It will not allow you to delete the item, but you can select a comparable part number for the customer. (see Inventory Item In Use)
An SKU, or stock keeping unit, is a unique identifier of inventory items. If you wish, POSitive can generate a SKU for an inventory item as it is being added to POSitive. The generated SKU can contain codes to indicate the category and/or vendor of the item. (see AutoSKU)
POSitive will track stock counts of inventory purchased in bulk form and then re-packaged or sold in smaller units. (see Bulk Inventory)
This feature allows you to clone an inventory item to make another item similar to it. All fields will be copied except for the SKU field which must be unique. Make any changes to description, pricing, cost, or any other data field before saving.
POSitive allows you to create specialized coupons for use in conjunction with items you sell. These coupons can be set to discount by a percentage or a dollar off value. Coupons can be set to be valid for only specific inventory items based on department, category, or vendor, and can have an expiration date. And you can set exclusions. (see Coupon Manager)
The Customer Category is designed to minimize the number of keystrokes and amount of time needed to add a new customer to the customer list. In advance, you define any combination of tax rates, area codes, zip codes, pricing levels, store credits, and more as a customer category. When a new customer is added to POSitive, selecting the category will fill in the defaults and then you have to fill in only a few details. (see Customer Categories)
An option in POSitive allows you to create two or more inventory items which will all have the same secondary SKU. When you attempt to sell that SKU, you will be shown all shared items and prompted to select the appropriate item. Contact POSitive support for more information.
Automatic communication with your customers via e-mail to share with them confirmation of orders, invoices, or simple communications including marketing followup. When e-mailing invoices, the format can be HTML, Plain Text, or a PDF copy of the invoice.
On a category basis, you can re-name selected field titles of an inventory item. This makes the information easily recognizable even though it may serve multiple functions. (see Field Renaming)
If your store is in a locale where you tender purchases in various foreign currencies, POSitive will allow you to setup current exchange rates, then tender foreign monies in payment and return local currency in change. (see Foreign Currency)
A duplicate invoice without SKUs and pricing can be printed at the time of sale. There are several approaches, but one easy approach is to clone a receipt form and remove line item detail. Then use Advanced printing options to set criteria, such as print when an item Gift Receipt is on the invoice. (see Gift Receipt)
Summary view of inventory item activity and status. Very useful at the Purchase Order, Vendor, and Invoicing levels. (see InfoBar)
This feature exists to facilitate internal e-mail and reporting of activities. A group is a collection of employees with similar jobs. The purpose of mail groups is to reduce the number of internal mail messages having to be written and to broadcast one message to more than one individual at a time. A secondary purpose is to be able to generate reports, such as a profit report, based upon the activities of the members of a group. (see Internal Mail Groups -
When accepting payment on an invoice, only payment options appropriate to the type of sale will be visible. For example, you may have chosen not to accept credit cards on a cash sale so that option will not be listed. (see Invoice Tender)
A function of a Template wherein all items defined in the group are sold as one unit and the customer only sees the description line and none of the components, yet the components are reduced automatically from inventory stock counts when the kit is sold.
When selling products, the locate item screen will appear if you do not know or do not enter the correct SKU. This screen provides much useful information and unique filters to help find the specific item to be sold. (see Locate Item)
You may to convert selected items from a Layaway/Order to an invoice so that the customer can remove them from the store. (see Partial Delivery)
If you attempt to add an item to the Order List which is already on the list, you will be prompted to confirm the adjustment. This feature helps you minimize mistakes in ordering too many of an item. (see Quantity Alert)
You may modifiy your invoice to show Qty Shipped, which is a calculation of the quantity ordered less the quantity backordered.
A feature of POSitive when creating an invoice if a scanned barcode does not exist in POSitive's inventory list. It adds the SKU and category of the item to the invoice and also to the inventory list for later editing. (see Quick-Add)
Inventory which is sold by weight uses the weight as the quantity on an invoice. By turning this switch on, whenever an item is sold you will be prompted to manually enter the weight or to press a key on the keyboard to capture the weight from the attached scale. (see Sell By Weight)
POSitive can print special data to pre-printed forms upon the completion of an invoice. This is a valuable feature if you have to complete government paperwork when selling items that need to be registered, like motorcycles.
Several shortcuts are embedded into POSitive screens to quickly display more information For example, if you click on what appears to be a plain information box about stock status, you are immediately presented with data justifying the counts.
POSitive can generate a series of serial numbers with prefix and suffix identifiers.
POSitive can calculate taxes based upon the classification of a customer, the inventory item sold, and the shipping destination of the purchased item. For communities which need it POSitive can include tax within the displayed selling prices and calculate tax on tax as with GST and PST charges as well as destination tax and calibrated or incremental taxes.
POSitive will handle serialized items, consignments, kits, trade-ins, matrix, bulk inventory, templates, gift certificates and other special inventory items. (see Special Inventory)
When one inventory item is sold, you can link other items to it so that they will automatically be added to the invoice. For example, selling an alternator will add a core charge or deposit until the old part is turned in. (see Tag Along Items)
Inventory can be sold by entering the total sales price and POSitive will then calculate the quantity. For example, sales of $10.00 worth of gas will divide the 10.00 by the unit selling price to determine the number of gallons sold. (see Total Price Items)
POSitive will allow you to designate outstanding accounts as uncollectable and report totals of such.
Lists all products taken in as trade-ins. These items are categorized as Received, In Stock, and Sold. When an item is received it will need to be processed to make it available for resale (In Stock). Once processed, it also becomes visible on a USED tab in the inventory list and can be sold using the special barcode assigned to the item. (see Trade Ins and Used Items Manager)
Many forms, receipts and some reports are formatted so that the address will align with a windowed envelope. This saves time and effort required to hand address envelopes for mailings of AR statements, Receipts, and some Reports. (see Windowed Envelopes)