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.
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Weekly Tasks

  • 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 your vendor prices via IOR Communications. Use Ecatalog Price Control to manage retail price changes and Print any necessary price tags.
  • Receive weekly orders
  • Download promotional pricing from your communicating vendor and print price tags for the selected promotion
  • Work X items | find out why X and work on solution
  • System maintenance, check anti-virus / anti-spyware logs / check server logs for errors / verify restore on backup
     

Monthly Tasks

  • 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
     

Quarterly

  • Review seasonal sales
  • Adjust seasonal items in inventory maintenance
 

Annual

  • Review sales, compare against previous years and target
  • Calculate inventory values for inventory tax purposes