If you observe unusual results or responses to reports, there are some built-in corrective routines or procedures.
Accounts Receivables
If, after a review of an AR Statement, or an attempt to take an AR Payment and a customer invoice is not listed but should be, POSitive can research and reconstruct AR Details. What this process does is read how invoices in Invoice History were tendered and if an invoice tendered with "On Account" does not have a corresponding customer entry, then it creates one in the Customer AR History list. Also, any invoices which have no tender type assigned will also be adjusted to On Account.
| • | Go to Maintenance: File Maintenance: Verify Data |
| • | Enter an authorized Sales ID and Password |
Before choosing Process [F10] make sure every other computer is not running POSitive and that you have sufficient free time. This is a relatively quick verification process and should only take a few minutes.
If discrepancies are found, you will be presented with a list of questionable transactions which you may review. Otherwise, adjustments are made automatically.
Daily Sales Summary
If you notice gaps or missing data for dates for which you have invoices, POSitive can regenerate these numbers.
| • | Go to Maintenance: File Maintenance: Verify Data |
| • | Enter an authorized Sales ID and Password |
| • | Select Verify Transactions |
| • | (Optional) Select a start date |
Before choosing Process [F10] make sure every other computer is not running POSitive and that you have sufficient free time. This is a relatively quick verification process and should only take a few minutes.
Department / Category Report
If you run a sales report by department / category and are notified that a department or category is not found, you could cancel the report and run a synchronizing routine to correct the problems.
| • | Go to Maintenance: File Maintenance: Verify Data |
| • | Enter an authorized Sales ID and Password |
| • | Select Verify Transactions |
| • | (Optional) Choose a start date |
| • | Activate "Sync Department/Category Names" |
Before choosing Process [F10] make sure every other computer is not running POSitive and that you have sufficient free time. This is a relatively quick verification process and should only take a few minutes.
Inventory Anomalies
If you have problems adding an inventory item or when attempting to edit an item and the Inventory Detail screen is blank and if you do not get an error message, then run a verification process.
| • | Go to Inventory Center: Actions: Verify Inventory Files |
Inventory Stock Counts
If inventory stock counts seem to be inacurate, reporting more or less than it should, there are some immediate and long term options. First, run a verification process which will compare stock levels with current pending orders to assure as much as possible what the stock counts should be.
| • | Go to Inventory: Maintenance: Verify Inventory Files |
The cause of inconsistent stock counts could be due to some incorrect setup settings or some procedural deviations. Please read the document entitled "Seven Rules For Accurate Stock Counts" on www.gopositive.com for specifics.
Total of Pending Transactions
If the total dollar value of pending layaways, orders, service orders, quotes or internet orders seems to be exaggerated or not updating properly, POSitive can quickly recalculate the totals.
| • | Go to Maintenance: File Maintenance: Verify Data |
| • | Enter an authorized Sales ID and Password |
| • | Select Verify Transactions |
| • | Choose Orders/Layaways Only |
| • | (Optional) Choose a start date |
| • | (Optional) Activate "Sync Department/Category Names" |
Before choosing Process [F10] make sure every other computer is not running POSitive and that you have sufficient free time. This is a relatively quick verification process and should only take a few minutes.
Vendor Purchase Totals
If reports on vendor financial activity does not seem to be correct, POSitive can recalculate totals from purchase orders and returns to vendors.
| • | Go to Maintenance: File Maintenance: Verify Data |
| • | Enter an authorized Sales ID and Password |
| • | Select Verify Purchase Totals |
Before choosing Process [F10] make sure every other computer is not running POSitive and that you have sufficient free time. This is a relatively quick verification process and should only take a few minutes.
