Schedule for TransActPOS Tasks and Maintenance
Daily Tasks
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Turn on equipment and open shift.
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Review detailed sales report and scan for gross errors.
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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.
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Adding new merchandise, inventorying merchandise, adjusting prices.
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Annotate your daily worksheet (from Accountant)
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Release GL through yesterday
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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.
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Review exception report from yesterday. Find problems and correct them early or asap.
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Spend time planning tomorrow, today.
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End of day: Closing shifts, reconcile shifts, Backup, and turn off unnecessary equipment.
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Weekly Tasks
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Create and send weekly orders.
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Plan and implement sales events. Add Sales events into POS, ensure plenty of merchandise is on hand to support sale. Review with your staff.
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Activate / deactivate sales events. Track sales progress.
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Compare actual sales against planned sales. Document variance and investigate.
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AR Clearing report / Clear credits
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Run Out of Bounds report to keep discrepancies to a minimum.
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Download your vendor prices via IOR Communications. Use Ecatalog Price Control to manage retail price changes and Print any necessary price tags.
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Download promotional pricing from your communicating vendor and print price tags for the selected promotion
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Work X items | find out why X and work on solution
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System maintenance, check anti-virus / anti-spyware logs / check server logs for errors / verify restore on backup
Monthly Tasks
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Sales Tax Report, prepare and mail
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Generate finance charges and print statements, prepare to mail.
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Recalculate Inventory Files | Item Rankings
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Run Store Stats | Comp Sales | Sales by day previous month | Review Item Ranking Report and work X items
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Quarterly
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Adjust seasonal items in inventory maintenance
Annual
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Review sales, compare against previous years and target
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Calculate inventory values for inventory tax purposes
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