Schedule for TransActPOS Tasks and Maintenance

Daily Tasks

Turn on equipment and open shift.
Review detailed sales report and scan for gross errors.
Routine tasks: Assist customers, gather information, back stock, clean, dust, merchandise (front products, re-merchandise, view planograms), training and learning, ring sales, post payments, verify pricing, create SO, ship and deliver merchandise.
Adding new merchandise, inventorying merchandise, adjusting prices.
Monitor sales.
Bad check maintenance.
Annotate your daily worksheet (from Accountant)
Release GL through yesterday
Review yesterday's shift closing. Discover why long or short, by tracking this, can determine an acceptable variance. The cash receipts report can help here.
Review exception report from yesterday. Find problems and correct them early or asap.
Spend time planning tomorrow, today.
End of day: Closing shifts, reconcile shifts, Backup, and turn off unnecessary equipment.

Create and send weekly orders.
Plan and implement sales events. Add Sales events into POS, ensure plenty of merchandise is on hand to support sale. Review with your staff.
Activate / deactivate sales events. Track sales progress.
Compare actual sales against planned sales. Document variance and investigate.
AR Clearing report / Clear credits
Run Out of Bounds report to keep discrepancies to a minimum.
Download True Value MRI files. Print any necessary tags or labels.
Receive True Value order.
Download True Value Variable Price File / Item Maintenance file / Promotion Update Files
Check for TransActPOS updates. Program and Help Files
Work True Value weekly price changes
Work X items | find out why X and work on solution
System maintenance, defragment , disk cleanup, check anti-virus / anti-spyware logs / check server logs for errors / verify restore on backup

Sales Tax Report, prepare and mail
Generate finance charges and print statements, prepare to mail.
Recalculate Inventory Files | Item Rankings
Run Store Stats | Comp Sales | Sales by day previous month | Review Item Ranking Report and work X items
Review Layaway items