TransActPOS Help CenterCredits and AcknowledgmentsTranslate pages in ChromeTable of CoursesTable of VideosCommon ReportsPoint of Simplicity CatalogCustomer ServicesModulesPoint-of-SaleAccounts ReceivableQuotes and Sales OrdersInventory ControlWireless InventoryPurchase OrdersService TicketsEquipment RentalVendor CommunicationsElectronic Catalog Mercury ServerDocument ScanningTransActPOS Tap!Price CheckerGift CardsSystem ResourcesSystem-Wide FeatureseCommerce SolutionsEZAD - EZ-CommerceSame Day Pick-up (SDP) - Do it Best eCommerce SolutionsNew Media Retailer - NMR eCommerce SolutionsTrue Value – eCommerce SolutionsPointyLocallyTransActPOS Implementation The Conversion ProcessThird-Party Integrationses imagotagRetail DeckWatcher Total ProtectionVerifone ConnectMargin MasterCapital One Trade Credit (BlueTarp) QuickBooksConstruction MaestroPartSmart - ARI Parts LookupRepeatRewardsGoogle MapsEZ-AD Digital SignageSMARTtill® Cash Management SolutionMy Card Market Internal Gift CardsNew Media Retailer & ShopifyTransActPOS PAK SeriesTransActPOS Functionality ListPoint-of-Sale Payment Types Inventory Control Accounts ReceivablePurchase Orders Quotes and Sales Order Multi-Store Equipment RentalService Tickets Information Server General Ledger 3rd Party Payroll 3rd Party Accounts Payable 3rd Party Reporting Capabilities System Security CommunicationsHardware Services System Prompts or Alerts TransActPOS Services Miscellaneous Functionality & Features Computer and Peripheral ImagesServersPoint-of-Sale WorkstationsPrintersWireless DevicesNetwork ComponentsHow to Topics: Business ProceduresSchedule for TransActPOS Tasks and MaintenancePayment CenterHow to Use the Help CenterHow to Find TopicsWhat is a Help IDText FeaturesUsing TransActPOSWindows Keyboard ShortcutsRedirect Print JobsReporting in TransActPOSHow to Run a ReportData ViewData View to Extract Customer InformationPreview SearchPreview ExportHow to Open Minimized ReportsDrill DownFavoritesConcept DiagramsElectronic Catalog DiagramMethods of adding inventory from the electronic catalogMethods of changing retail prices in inventorySales Orders with Purchase Order IntegrationSales Orders without Purchase Order IntegrationPresentationsThe Inventory Cycle1. Adding InventoryAdd Item from Electronic CatalogAuto AddAdd Item WizardSpreadsheet ImportTaxonomy Considerations2. Ordering from VendorsOrdering with a handheld unitReorder report based on SalesReorder report based on minimumsVarious Methods of sending POs to vendors3. Receiving InventoryIOR ReceiptPurchase order ReceiptItem ReceiptsCreate and Receive PO post receipt4. Maintenance of Inventory (Price, Cost, Organization)Updating Retail PricePicture GridUPC ValuesTaxonomyOnhand Cycle CountsOrder Point ManagementEcommecre5. Selling Products (Point of Sale, Quotes, Sales Orders)Point of SaleSales OrdersPromotionsUse of MISC itemsMissed OpportunitiesBenefits of the Inventory Cycle ProcessCurrent TopicsTopics by Your Retail TypeFarm and Agricultural OperationsBlended Convenience and Hardware Store OperationsOperations with Preseason Orders with Special TermsMultiple Vendor RelationshipsTA_ToolboxPart NumbersUpdate Based Upon Vendor Part NumberUpdate Based Upon Item ID (Do it Best)Part NumbersSample Match File from Do it BestSummary Video - Do it Best - Match File ReviewDIB - PRCCHGS_010Item ID switch to Truncated UPCUpdate Based Upon Item IDXLSX Source Update Based Upon Item IDALSX Source Update User DefinedXLSX Source Update UPC BasedVendor PartsMake Vendor Primary VendorCorrect Multiple Records for Vendor in ICPARTCorrect StkUnit to ECatlog.cRetailUOMStep1. Create Master ICPart Table for VendorsStep 2. Apply the Master records to the storeUnited Hardware - Convert from XRef Part to UH Part NumbersMultiStore ToolsMultiStore Remote Duplicate ICPart RecordsConvert Back to Single StoreMultiStore Invoice Transfer Store to Home OfficeHome Office SpecificStore SpecificECat FixHillman ECatalog ICPartFixMidwest Fastner ICPart FixFile FixRecover STMAST with FPT CorruptRemove dashed from Item ID/Part NumbersRecalculates the Onhands and Last SaleImportingRepeat Rewards Member ImportGenerate Vendor Taxonomy Update FilesMiscPull Two Data Sets TogetherSeparate 2 MultiStore CompaniesDo it Best Data Extraction RequestsDo it Best - Cross Reference RankingProcessing Data Only ConversionsTransActPOS Main ScreenMain Menu Course 00-000-000 Main Menu - Core ProcessesMain Screen VideosMain Screen VideoUpdating the TransActPOS ApplicationWhere is my TransActPOS Serial Number?Menu BarMain MenuModule MenuGross Sales ComparisonTime ClockMessengerMulti-store ConfigurationsMulti-Store InventoryMulti Store: Non-Corporate CustomersMulti Store: Corporate CustomersMulti Store: Shared CustomersPoint of Sale POS Courses01-010-1 Point-of-Sale Training #1 - Core Processes01-080-2 Point-of-Sale Training #2 - Manager Functions01-080-3 Point-of-Sale Training #3 - Layaway01-100-1 Internal Gift CardsPOS Videos01-010-000 POS: Begin Shift (F5)01-010-001 POS: Close Shift (F5)SMARTtill: TransActPOS Setup and Open/Close ShiftPOS Ring Sale01-020-001 POS: Item Entry01-020-002 POS: Multiply Items01-020-003 POS: Remove Items (F6)01-020-120 POS: Change Price (F4)01-020-004 POS: Invoice Comments (F3)01-020-101 POS: Refund Invoice (Shft + F2)01-020-006 POS: Ring Sale Information01-020-007 POS: Serialized Sale01-020-000 POS: Ring Sale (F2)Add UPC to POS DescriptionPOS Payment Screen01-020-005 POS: Open Invoice01-040-000 POS: Payment Methods04-070-101 Matrix Prices Explained04-070-102 Matrix Price Setup04-070-104 Setup of Promotions for Matrix GroupsPOS MaintenanceHow to Import a Spreadsheet to Build a PromotionTransActPOS - Creating Promotion using the Import FeatureHow to Build a Picture Grid LayoutBegin-Close Shift (F5)Begin ShiftClose ShiftShift ReportReconciliationDrawer Status ReportRing SaleBasic FunctionsCustomerPOS GridEnter ItemMulti-unit Priced ItemsSelect LineChange Item QuantityDelete ItemAdvanced SearchItem Listing FieldsLine NumberDescriptionQtySRC and PriceExtended PriceTXGift ToSerial NoTotalsItem DetailsRing Sale FunctionsInv Comment (F3)Change Price (F4)Remove Item (F6)Cancel (Ctrl+F10)RefundsInvoice NumberRefund Next ItemCustomer InvoicesGift Given ToGift Received FromPrice CreditCompleting the RefundEasy XChangeItem Description (F11)Modify Tax (F5)Item Notes (F7)Import (F12)Gift ToColumn PriceSpec Order/Order Item (Shift F12)Salesperson (F8)Additional FunctionsContract ListShow KitInvoicesDel Info/TaskEnd Sale (F2)Payment MethodsCashCheckCredit CardManual ModeAutomatic ModeAccepting a Credit Card with No Internet ConnectionLayawayC.O.D.Finance CompanyAccount ChargeGift CardManufacture CouponNon-CashAdditional FunctionsPrinted InvoiceRental (Shift+F2)Service Tickets (F3)Open Drawer (F9)Manager ScreenReconcile ThisReconcile SelectedOpen ReconciledClosed Suspended SaleVoid InvoiceReverse PaymentEdit Invoice HeaderSell Rental ItemAdjust DrawerDrawer StatusPoint FunctionsPayments (F8) Pay on AccountPay on LayawayPay on Sales OrderPost Gift CardPaid OutsPaid InsCash CheckGift Cards (F6)Gift Card SetupGift Card Printer SetupUsing Pre-Printed Gift CardsSample Pre-printed Gift CertificatesPurchasing a Gift CardRedeeming a Gift CardCreating a Gift Card for a Customer RefundGift Card StatusLost or Stolen Gift CardsComplimentary Gift CardsMultiple Gift Card FormatsGift Card ReportingOrdering and Implementing Internal Gift CardsRepeatRewards Gift CardsLayaway (F7)Creating a LayawayLayaway TicketMain TabDetail (F9) TabPayments on LayawayPicking Up Layaway ItemsTerminating a LayawayFile MaintenancePromotionsCreating a New PromotionImporting a Promotion Item ListImporting a Vendor PromotionPromotion DetailsType PromoBOGO Case #1 - Buy product X and Get Credit AmountCreate the supporting $2.00 Instant Rebate CouponCreating the BOGO Case #1 PromotionSelecting the CouponBOGO Case #1 - Point of Sale ExampleWhat if the Product Price is lowered?Topics of PromotionsImporting a list of items into a PromotionRemoving Past PromotionsSet-Up a Percent Off SaleEarly Bird SaleBad ChecksGrid Layout POSIs it possible to rearrange Grid Buttons?Grid Layout RentalPOS ReportsPrint InvoiceCash ReceiptsSales ReportInvoice ListTax FileDelivery ReportZ-NumberReconciliationDaily ReportSales by Class SummarySummary Sales TaxCredit Card PaymentsCharges on Account by Customer IDCharges On Account by InvoicePayments On AccountVoid ReportCashier ReportZ-Number ReportOpen Shift ReportSales TaxExceptionsGift CardsLayawaysPromotionsSales by DayPaid OutsLayaway OpenPayment DetailDrawer AdjustPOS Special TopicsRound-Up for CharityApplying Delivery ChargesPolicy A ItemsTemporary Invoice - Error RecoveryCreating an InvoiceReprinting InvoicesShared PurchasesShipping ChargesRefunding Sales TaxNo Tax items for Taxable CustomersLine BusterCredit Card ValidationAccounts ReceivableAR Courses02-010-1 Accounts Receivable #1 - Core Processes02-010-2 Accounts Receivable #2 - TA2QB02-010-3 Accounts Receivable #3 - General Ledger AccountsAR Videos02-010-000 AR: Customer File - Introduction to looking up customers02-010-001 AR: Customer File - Main Tab02-010-002 AR: Customer File - Sales Tab02-010-003 AR: Customer File - Accounting Tab02-010-004 AR: Customer File - Settings Tab02-010-005 AR: Customer File - Reports Tab02-010-006 AR: Customer Information1 - Custom Tab02-010-007 AR: Customer File - Notes Tab02-010-008 AR: Add Customer Wizard02-010-009 AR: Authorized Purchasers02-040-000 AR: Payment Settings02-040-001 AR: Payment on Account02-050-000 AR: Reverse Payment02-060-000 AR: Statements - Company Setup02-110-000 AR: Finance Charge02-060-002 AR: Print Statement02-111-000 AR: Combine CustomersAR: Best practice for store use of inventoryManaging stored credit cards with Verifone ConnectLocating Historic Sales InformationEmailing Statements - Setup and ProcessingHow to manually post of Credit Balance TransferPrint all Open Invoices for a selected customerThe hidden power of the Activity featureAR - Customer - Status: How to change Inactive Status to Active StatusCustomer FileContactsJobsActivityAR TabsMain TabSales Info TabAccounting TabSettings TabPricing DiscountsContract PricingReports TabLedgerGift ReportCharge InvoiceInvoice DetailPaymentsCouponsSales ReportInvoicesRentalsPrice ListStatementOpen InvoicesEMailView StatementCustom TabNotes TabAdding a New CustomerFind a CustomerPaymentsPay on AccountPayment DiscountsPay on LayawayPay on Sales OrderPost Gift CardReverse PaymentApply CreditReverse Credit ApplicationPrint InvoiceFinance ChargePrint StatementCustomer Statement TypesOpen InvoiceOpen Invoice DetailBalance ForwardDetail Balance ForwardCollated Balance ForwardEMail StatementStatement Job SummaryBasic Statement PrintingUnderstanding Customer Statement DetailsAR CommentsImport CustomersUtilitiesAR ReportsCustomer ListCustomer EntryAging ReportCash ReceiptsAs Of AgingSales ReportSales by ClassSales by ZipSales TaxTax LocationTax ID ReportInvoice ListPrint InvoiceCommissionsDaily ReportHourly SalesInvoice DetailClass Month SalesDelivery ReportDelivery SchdUsage ReportTab InvoicesAccount PymtsApplied CreditsStored CardsPayment DetailLocation SalesPaid In FullStatementsAR Special TopicsConstant ContactApply Credits through Aging ReportCreate Customer TermsPost Beginning BalancesWrite Off a Bad AccountUnderstanding Finance ChargesCredit a customer finance chargePrint customer statements?Identifying Customer Payments on InvoicesReporting Sales Tax Collected on Single CustomerReturn a credit to a customer Exporting Email AddressesQuotes and Sales OrdersSO Courses03-010-1 Quotes & Sales Order Training #1 - Core ProcessesSO VideosSales Orders: Quote CreationWhat is the difference between a Quote and a Sales Order?Quote, Sales Order, and Invoice Relationship DiagramSales Orders: Convert Quote to SOSales Orders: Special Order/Create POSales Orders: Partial ShipmentSales Orders: Import into Ring Sale ScreenSales Orders: SOI Example (Special Order Item)Sales Orders: Cost Tracking from PO to SOSales Orders: Standard and MSRP Quote FormatsSales Orders: Retaining Prices during a CopyGet Quantity for Sales TransactionsInventory FileCustomer FileSales OrderMain TabOptions Tab 1Options Tab 2Contractor ModeDetail TabCreate a Sales OrderFind a Sales OrderCreate a Special OrderQuoteCreate QuoteShip OrderReceive Special OrderQuick EditShip RecurringSO ReportsAging ReportListing ReportSimple ListWritten SalesDepositsRecurring SOsAction ReportApproved Sales Order WorksheetSales Order: Action Report Actions NeededSO2PO EnhancedSO2PO ProcessSO Special TopicsInvoice Sum-total Document FormatHow to Add a Delivery ChargeItem Detail List Sub-GroupingGroup Total TypesBravo - Importing QuotesProcessing Special OrdersReversing a DepositCreating a Sales OrderCost on Special Order ItemsInventory ControlIC Courses04-010-1 Inventory Control Training #1 - Vendors and Ecatlog Primer04-010-2 Inventory Control Training #2 - The IC General Tab04-010-3 Inventory Control Training #3 - Pricing04-010-5 Inventory Control - Importing an Electronic Catalog04-010-6 Inventory Control - Mass Item Changes04-010-9 Inventory Control Training - Vendor Swap04-010-10 Inventory Control - Physical Inventory ProcessE-Catalog Price Control with GP%IC Videos01-100-002 IC: E-Catalog Introduction04-010-001 IC: Inventory File General Tab04-010-002 IC: Retail/Cost/GP%04-010-005 IC: Item Types04-070-102 Matrix Price Setup04-010-009 IC: Multiple Selling Units04-010-010 IC: Unit of Measure/Stock and Purchase Unit04-040-001 IC: Create New Vendor04 070 101 Matrix Prices Explained04 070 103 Matrix Price Overrides with Promotions04 070 104 Setup of Promotions for Matrix Groups04-080-000 IC: Adjust Cost04-100-001 IC: Electronic Catalog DiscussionSelling Cut Glass by the Square InchAssociated Items: Comment ItemImport Inventory Spreadsheet directly into Inventory and creating purchase orders from CSV filesElectronic Catalog Excel XLSX import with Retail created from costExporting a specific Vendor Item List with Manufacturer ModelWireless Process UpdatesWhat are the results of a No Discount Item during a sale to a customer with a sales discount?Using the Item Clone ButtonMargin Master Price Update ProcessProcessing the True Value WOW Event OrderPurchase Order receipt with purchase discount effect on Average Weighted CostExporting a specific Vendor Item List with Manufacturer ModelHow to use Data View to interact directly with dataGhost Report Auto Post Process Review Video10 Percent Coupon for Game Day DiscountsPaint Care Fee - Setup and UseTransActPOS Multi-Store - Vendor Swap ExampleInventory FileCloneSales HistoryAssociated ItemsAdjust QtyAdjust CostPrint LabelTypes of InventoryStockNon-StockRentalCouponCreating CouponsCoupon TypesPercent Off CouponsMinimum PurchasePercent Off AbsoluteSetting Up a Buy One Get One CouponCoupons - Sales DiscountNo Tax Coupon Day SaleKits OverviewCreating KitsSelling a Kit ItemBuild of Materials - BOMTransActPOS BOM SummaryBagged Feed Mill Operations ExplainedBulk Feed Mill Operations ExplainedBOM Inventory Type ExplainedBulk Feed BOM ConsiderationsDecimal Value Considerations Bulk Items and Partial BuildsAdding a new Build of Materials BOM ControlsBuild It - Create Finished GoodsBuild It - Reverse TransactionReporting the Build of Materials ActivitySerializationSerialization OverviewSetup of Serialized InventorySerial No.sAdding Serialized Items to InventoryAssociatedIssuing Serialized ItemsExchanging Serial NumbersAdjusting CostSelling a Serialized ItemVariable CostVariable Cost %Variable Cost % ExampleFee ItemPaintCare Fee OverviewUnderstanding the PaintCare Fee purposeTA Gift CardIC TabsGeneral TabWhat is a Taxonomy?Stock AlertNo Mass ChangeItem Navigation FilterGross Profit %E-Catalog Price Control with GP%Absolute Mins (Absolute Minimums)Dimensional CalculatorAG Taxation FeatureSetup of the AG Taxation FeatureSample List of Kentucky Regulations of Sales to FarmersReview of an AG Exemption SalePrices TabColumn PricingQuantity PricingSale PricingContract PricingRentalsQuantity Break Price for Single UOMQuantity Break Price for Different UOMOverview of Quantity Break Price for Different UOMQuantity Break Pricing Cut LengthSelling Unit to Pricing RelationshipExample of a four price matrixExample: SingleExample: 6 PackExample: 12 PackExample: 24 PackWhat happens at Point of Sale?Multi-Unit PricingLookup By TabSales TabGL Accts TabNotes TabReportsAdjustmentsSalesSales ReportSerial NumbersPrice ChangesOn LayawaysOn SOsOn POsOn Srv TktsNew Item WizardIC Advanced SearchVendorsVendorsVendor Hierarchy - Who's on First? Primary Pricing and Primary TaxonomySetup TabReports TabNotes TabFloor PlansIssue InventoryReceive InventoryPackage/Lot BreakPackage BreakLot Numbers
Understanding Units of Measure and FactorAssigning Matrix of Lot Number to SKUsCreating Lot GroupsAdding On-Hand Quantity to LotsHow Lot Break WorksMass PricingGenerate NewMass Price ListsPrice SchemesScheme MatrixMass Price AdjPhysical InventoryMaintenanceImport-Export OverviewImport ItemsZero OnhandsContract PricesExport ItemsData TemplatesElectronic CatalogImport CatalogKnow the data before you importImport MfgsSourcesUPC UpdateHaving Trouble Importing an E-CatalogImport VendorsMaestro UpdateMargin MasterRemote Desktop Share to a local workstation installation of Margin MasterIME InterfaceSimple Item ImportCombine ItemsVendor SwapHow to replace the Item ID the Primary Vendor SKUECatalog Price ControlMulti-Unit Price ToolRecalc Order MinsTheory Behind Forecasting Reorder Quantities in TransActPOSGhost Item Auto-PostHow to use the Ghost Item Auto-PostMass Item ChangesMass Change via ListUpdating and Printing Price Labels within Multi-storeStock AlertSupport FilesClass<GL Item Sale Code>CodeFineSub-FineManufacturerCheck ListsUnit of MeasureSeasonsProduct CodesQuantity CodesIssue ReasonsIUP CodesCustomer TypesUsers LocationsDiscount GroupsRounding TablePrice Book MaintenanceRecommended ItemsElectronic CatalogECatalogMPLS IntegrationHow to export data from MPLS1. Models Sorting2. Select Fields3. Export File Specification4. Create Export FileImporting into Inventory ControlAdding ECatalog Items to InventoryLocating Imported InventoryIC ReportsItem ListingOn-HandItem EntryAs Of ReportItem HistoryKit ListingReordersAdjustmentsPhysical SheetsPrice ListDuplicatesLabel QueueSales ReportCommissionsSales Tax ReportHot ItemsSlow ItemsVendor ListingTrack Serial #Out of BoundsReturns ReportItem RankingLocation LabelGhost ItemsSales SinceVendor PartsOther PricesItem UnitsPDA ExportPrice EndingNo PrimarySerial NumberPrice Changes ReportSingle HistoryIssued ItemsSince PhysicalIC Special TopicsSetting Up Delivery ChargesSetting Up Propane Tank ExchangeTopics of PriceMass Price ChangesQuantity PricesSetting Up Cut GlassUpdating Prices from ECatalog UpdateContractor PricesMulti Unit Pricing for SandpaperZero Priced Item DiscountingContract PricingUpdating Inventory Retail Prices from an Electronic Catalog UpdateMethods of changing retail prices in inventory diagramPricing DiscountsTopics of types of inventoryCreating a ClassAdding Serialized ItemsSet up TransActPOS to Calculate Cut GlassTopics of inventory structureMarking Item DiscontinuedBench Fee ItemBroken In-Stock ItemsShipping ChargesEnvironmental FeesDepartmental Non-Stock SalesHow to Add UPCs to LookupLocating Items within InventoryMarking an Item That is DiscontinuedFix a discontinued SKUAdding UPCs to Item LookupManaging Substitute ItemsAdjust Inventory On-hand QuantityFinding Item IncorrectlyFinding Items with $0.00 Average CostAdding Serialized Items to InventoryDelete ClassesPast Invoice Cost AdjustmentTopics of Inventory ReordersQuick Demo on Suggested Ordering and Alternate Vendor Suggested OrdersReorder ProcessDynamic OrderingTopics of Inventory ManagementThe Inventory CycleBroken In-Stock ItemsDonationsPrint All Labels for a LocationIC Ecatalog Price Control New Price FileLoad an ECatalog into TransActPOSCreating Your Own BarcodesFarm and Agricultural OperationsManaging Customer's Stored GrainsPrerequisites to Storing Customer's GrainReceiving Grain for StorageApplying a storage charge to Stored GrainCreating the ReportExporting the report to a spreadsheetImport the above CSV file to create the storage feePosting the Customer's reductions in Stored GrainPosting the Companies increase on Stored GrainSummarized reporting of Inventory Issues and ReceiptsPurchase OrdersPurchase Order Courses05-010-1 Purchase Order Training #1 - Core ProcessesPurchase Order Videos05-010-001 PO: Send Do It Best Order05-010-003 PO: Reorder Report based on Sales05-010-004 PO: Reorder Report Based on MIN/MAX05-020-001 PO: Receive Do It Best OrderImporting a Hillman Invoice into a Purchase OrderOpening a Closed Purchase OrderPurchase Order receipt with purchase discount effect on Average Weighted CostInventory FileVendorsCreate POCreating Purchase Orders OverviewCreating a new Purchase OrderPurchase Order - Main TabPurchase Order - Detail TabSubmitting Purchase OrdersDIB OrdersReceive POReceive Purchase OrderReversing a previously received Purchase OrderModify POModify Purchase OrdersA previously saved temporary PO file was foundModify Main TabComp OrderModify Detail TabCombine POsBlock POsPO ReportsPO ListingPO ReceiptsReordersPO Invoice Aging ReportPO Special TopicsHow to Topics: Purchase OrdersReordering ProcessItems Returned to VendorReview Resulting Purchase OrderService TicketService Ticket Courses09-010-1 Service Tickets Training #1 - Service Support Files09-010-2 Service Tickets Training #2 - Managing Service TicketsService Ticket Videos Service Ticket: CreationService Ticket: Activity Report ReviewService Ticket: PartSmart IntegrationService Ticket: Adding Images to Service TicketsService Ticket: Adding ItemsService Ticket: Create InvoiceService Support FilesService PersonsWork TypesWork StatusWork DescriptionService PerformedService GridService TicketsCreating a Service TicketMain TabDetail TabPO Info TabInvoicing Service TicketsWarranty OverviewUsing WarrantyService ClockForm EditorService ReportsTicket ReportWarrantiesCompleted TktsService TimesService Special TopicsBench Fees/DepositsGenerating an EstimateOptions ModuleOptions CoursesWireless Courses07-020-1 Wireless Training IOR (Inventory Orders and Receipts) Courses07-010-1 IOR Training - Do It Best07-010-7 IOR Training #7 - IOR Claims with Do it Best07-010-2 IOR Training - True Value07-010-3 IOR Training - United Hardware07-010-5 IOR Training - Orgill eCommerce Courses04-010-12 Do it Best Same Day Pick-up (SDP) SetupOptions VideosElectronic Catalog VideosReview of the broad topic of Electronic Catalogs and Multiple VendorsWhat is the TransActPOS Electronic CatalogHow to import a vendor's catalog into TransActPOS (A to Z)Importing Electronic Catalogs - OriginalImporting Electronic CatalogsHouse-Hasson - How to update Retail Prices in the Electronic CatalogImporting a Big Green Egg Catalog - Part 1Importing a Big Green Egg Catalog - Part 2Do it Best VideosDo it Best - How to Export a Purchase Order to a CSV file and import into Do it Best Bulk OrdersInternal Gift Cards VideosInternal Gift Card Serial Number CreationCreating a gift card and making a purchase with a gift cardIOR MenuIOR Complete Invoice - Catalog vs Retail Price EditingWireless VideosWireless Process UpdatesZebra TC25 Auto-rotate screen correctionZebra Wireless TC Device - ControlsUnited Hardware VideosWhat is the United Hardware Market List?United Hardware - Market List File Processing 2020United Hardware - Market List File ProcessingUnited Hardware - Consolidated Invoice Receipt and Price UpdatesElectronic Shelf Labels Videosses imagotag implementationTransActPOS integration with ses imagotag Electronic Shelf Labels (ESL)IOR MenuIOR Overview - Do it BestTop Questions and AnswersRetail Price Management Options > IOR and Do it Best SettingsRetail Price Management 1Do it Best SetupDo it Best ScreensDo it Best CommunicationsDIB ReceiptDIB ExportDIB PricingDo it Best ReportsReorder ReportDo it Best Show OrderDo it Best StatementDo it Best Ship To StoreDo it Best A-Copy ReportsDo it Best EDI InvoicesDo it Best UtilitiesDo it Best Bar Code SheetDo it Best MaintenanceAll Item ImportReverse a received consolidated invoicePromotionsPAR ProgramIMCS ProgramSchedulerOrder ConfirmationUpdate ImagesPOS Load FileUpload Full IMCSPlanogram OrderDIB Reward MntcUPCs AdditionsOpen InvoiceMOCE ExportDo it Best Planogram OrderDo it Best Member InfoWarehouse On-Hand QuantityDo it Best Same Day Pickup MOCE SetupThird Party VendorDo It Best - Resubmitting Retail Sales DataIOR Overview - True Value CompanyTrue Value Company - IOR Processing ExplainedWhere is the MRI Invoice NumberReversing a MRI Order received incorrectlyTrue Value IOR Menu - ScreensTrue Value IOR Communications ScreenTrue Value IOR Receipt ScreenTrue Value IOR Export ScreenTrue Value IOR Pricing ScreenTrue Value IOR Menu - ReportsReorderTrue Value PARC OrdersEvent OrderOpen OrdersShip LatersShip LaterTrue Value Ship To StoreTrue Value MRI ReportsTrue Value EDI InvoicesTrue Value Special Use Order QuantitiesTrue Value IOR Menu - UtilitiesTrue Value IOR Utility - Bar Code SheetTrue Value IOR Utility - MaintenanceTrue Value IOR Utility - Member Info IOR Overview - OrgillOrgill ScreensOrgill CommunicationsOrgill ReceiptOrgill ExportOrgill PricingOrgill ReportsReorder ReportOrgill Receipt ReportOrgill UtilitiesOrgill Bar Code SheetOrgill MaintenanceClose GroupReset ERP/RLYCheck UPCsImport Spec. InvoiceReceive InvoiceDownload ItemsUpdated catalog file from Orgill. What do you do with it?Download Images PromotionsLoad Price ChangesLoad Secondary UPCsPlanogram OrderImport MfgsOpen InvoiceOrgill Member InfoOrgill - Multiple Warehouse EnhancementIOR Overview - United HardwareUnited Hardware ScreensUnited Hardware CommunicationsUnited Hardware ReceiptUnited Hardware ExportUnited Hardware Pricing Screen United Hardware ReportsUnited Hardware ReportsReorder ReportUnited A-Copy ReportsUnited Hardware UtilitiesUnited Hardware UtilitiesUnited Bar Code SheetUnited MaintenanceUnited Store InformationIOR Overview - House-HassonHouse-Hasson Hardware ScreensHouse-Hasson ScreensHouse-Hasson CommunicationsHouse-Hasson ReceiptHouse-Hasson ExportHouse-Hasson PricingHouse-Hasson ReportsHouse-Hasson ReportsReorder ReportHouse Hasson A-Copy ReportsHouse-Hasson UtilitiesHouse-Hasson Bar Code SheetHouse-Hasson MaintenanceHouse-Hasson Store InformationHow to manually insert a Consolidated Invoice into IOR to reprocessIOR Overview - Wallace HardwareWallace Hardware ScreensWallace Hardware CommunicationsWallace Hardware ReceiptWallace Hardware ExportWallace Hardware PricingWallace Hardware ReportsWallace Hardware Reorder ReportWallace Hardware Invoice ReportsComplete InvoicePrice LabelsWallace Hardware UtilitiesWallace Hardware Barcode SheetWallace Hardware MaintenanceClose GroupResetCheck UPCsAccept InvoiceWallace Hardware Store InformationIOR Special TopicsHow to Topics: Communicating Vendors TopicsHow to Topics: Do it BestDo it Best PO InformationDo it Best RewardsSubmitting a Do it Best Order without InternetUpdate Retail upon Electronic Invoice ReceiptHow to Topics: True ValueTrue Value EDLP (Every Day Low Price)True Value's 40 30 30 Seasonal ProgramDestination True ValueTrue Value Generated Price Tags and Bin LabelsPricing Change Behavior and Options specific to True ValuePARC Orders OverviewPoint sheet for C4P ECatalog Price Control OverviewDownloading Connect 4 Profit File From MembersOnlineIC ECatalog Price Control Step by Step (True Value)IC ECatalog Price Control for True Value Variable Price ProgramConnect for Profit Order FormSubmitting a True Value Order without InternetAll Item DownloadHow to Skip Order Confirmation Printing for True Value StoresHow to Topics: OrgillSetting up Orgill as a IOR VendorSubmitting an Orgill Order without InternetOrgill - IOR Installation Check ListHow to Topics: United HardwareUnited Hardware Submitting Order without InternetHow to Topics: Emery JensenHow to Update Emery Jensen Catalog Information on a routine basisEZ MarketingWireless MenuPhysical Item MaintenanceItem Receipt MaintenanceItem Issue MaintenanceElectronic Catalog Menu OverviewE-Catalog VideosImporting a Spreadsheet into the Electronic CatalogImporting a Invoice as CSV file derived from the pass thru vendorE-Catalog ReportsDiscontinued ReportTo Be Discontinued ReportSubstitutions ReportE-Catalog FunctionsLookup ItemUPC UpdateCross CheckMargin MastereCatalog MaintenanceImport CatalogWallace Hardware CSV ImportStore Worksheet for Documenting Vendor ImportsRemove CatalogUpdate CatalogManaging Substitute ItemsCatalog ManagementParts UnlimitedHow to Generate a Price FileWestern Power SportsHow to Generate a Price FileHow to download the Price FileKTMClub ProgramsRepeat RewardsHow to Set Up Repeat Rewards CouponsHow to Set Up Repeat Rewards Members Using CouponsInternal RewardsClub Program MembersClub Program Plan MaintenanceClub Program Modify CouponClub Program Test Print CouponClub Program Listing ReportGift RegistryGift Registry OverviewCreating a Gift RegistryAdding Gift ItemsReporting Gift TransactionsSteps to using the Registry during POSClearing the Symbol 1504Gift Card MainenanceGift Card MaintenanceCard Market Submission InstructionsRentalRental Courses07-030-1 Rental Training #1 - System Configuration07-030-2 Rental Training #2 - Inventory Configuration07-030-3 Rental Training #3 - Contract ProcessingRental VideosRental: Company SetupRental: Item ScreenRental: Contract CreationRental System SetupCreating Rental Fee ItemsRental GridRental ItemsWhy using Stock Serialized Rental items makes sense...Rent Units3 Hour Cumulative Rate ConfigurationItem creation for a Cumulative Rate ItemCreating a Rental > Serialized ItemHow to add serialized rental items to the single SKU in this exampleHow to add an image to the Rental ItemHow to add a Rental Item to the Rental GridSample Transaction of a 3-hour RentalRental (Shift + F2)Rental Main TabRental Items TabMerchandise TabRental Reports TabStoring a Credit CardCreating a Rental ContractRental Agreement FormsDo it BestTrue ValueGenericChecking OutChecking InRefunding a Cleaning FeeRental ReportsRental ItemsRental PricesOpen ItemsScheduleItem AnalysisCustomer ListRental MessagesRental Special TopicsCreating Service NotesHabitat RestoreDeclining Sale Price LabelsSegiresDesktop Application Setup and LoginSegires Web Application for Managing Delivery Tickets<TODO : Topic name>System ResourceSystem VideosRepeat Rewards Setup and IntegrationTransActPOS "Areas" Option ExplainedCompany SetupCompany InformationInformation ServerPOS Information 1POS Information 2POS Information 3Store Watcher Server IPPOS Information 4Examples of Wildcard Search by adding an Asterisk (*)Payment TypesGL Accounts - Page 1GL Accounts - Page 2GL Accounts - Page 3Inventory Page 1EZAd Setup InformationNMRNMR SetupNMR Communications Resolutions to IssuesGoogle Setup (Pointy)Inventory Page 2Inventory Page 3Minimum Gross Profit MarginGift CardAccounts Receivable 1Accounts Receivable 2Credit OptionsAccounts Receivable 3Purchase Orders 1Purchase Orders 2IOR - True ValueIOR - Do it BestLoyalty - DIB (Do it Best)True Rewards - TVLayawaysSales Orders 1Upon creation of invoice include back ordered itemsRequired form changesSales Orders 2Service Tickets 1Service Tickets 2Service Tickets 3PartSmartWireless OptionEZMarketingRental Manager Pg 1Rental Manager Pg 2Rental Manager Pg 3Rental Manager Pg 4Registry ProgramFrequent Buyer ProgramTAPOS-EiServerJDF Multi-useClothing MatrixECatalogWorkstation SetupSystem TabGeneral TabCredit Card ReaderPrinting Tab2 Up Invoice Format SetupOptions TabExtended TabDisplay PoleTime Clock ManagementEmployee MaintenanceEmployee ListingEdit TimesPosting ReportRelease TimeClocking In / Clocking OutDecimal Table for Minutes PostedUser SecurityUsersSecurity GroupsSecurity Option - PasswordsUser Security Access codes Access CodesGL ReleaseSage 50 GL PostingQuickBooks releaseSetup QuickBooks IntegrationErrors with TA2QBPeachtreeExporting Peachtree Chart of AccountsConfiguration of Peachtree ImportPeachtree Journal ReportPeachtree Accounting OverviewImporting Chart of AccountsImporting a GL Release into PeachtreeGeneral Ledger Export from TransActPOSExport CSV FileGeneral Ledger (GL) ReleaseRelease General Ledger PostingsSaving the export fileForm and Label EditorForm/Label EditorExamples of Label FormatsReport ControlsAdding Barcodes to FormsAdding Location to a LabelAdding UPC Code to a LabelCreating Short BarcodesExample of a Gift CardExample of a Half Page Display LabelExample of a Color Laser InvoiceSample BarcodesAvailable Field Variables for LabelsExplanation of cSMargin and cEMarginSupport FilesTaxationSales Tax Setup GuideSales Tax MenuCustomer TypesLocationsTaxable Item TypesNon-Tax TypesAdjusting Sales Tax on Existing InvoicesAg Tax Setup and Example TransactionsCustomer TermsCreating Customer TermsCustomer Payment DiscountsTypes of TermsStandard ARC.O.D. TermsFinance CompanyExport AR FinanceTab InvoicesProcessing Tab InvoicesSemimonthly (# Days)Semimonthly (Date)Seasonal PlanExample Sale with Seasonal Plan TermsReturn ReasonsGL Sales CodesExplain Sales CodesGL AccountsState / Country MaintenanceFile MaintenanceRecalculatePack and IndexRepair FilesReset Tempinv.xmlFile CheckStatement ResetReset GL ReleaseUpdate Menu OverviewThe Update ProcessResolving Problems with FTP Access for UpdatesDirectory Detail of TransActPOS WorkstationDirectory Detail of TransActPOSServerSystem ReportsGL DistributionSales StatisticsUnderstanding Sales StatisticsComp SalesGMROIBasic SalesConfig Schd RptsRun Sch RptsEmail ReportsGift Reg ItemReport ViewerPayment ViewerBenjamin MooreRequired Job Level Information for Benjamin Moore ReportingSteps to submitting the CCP Spreadsheet to Benjamin MooreLocation and Edit Options of Benjamin Moore data within TransActPOSDatabase Update Requirements - Data Version 4.0081Event LogWeb SupportSerial No. / Act. CodeTARepairFixing Corrupted DatabaseUpdating Data StructuresNo table is open in the current work areaGeneral Ledger Distribution Advanced TopicsWork AreasWork Area's and Sales Link Code's Influence on General Ledger DistributionWork AreaWork Area ExampleSales Link CodesLink Code's Influence on General Ledger DistributionGL Account Maintenance > Add Work Area SuffixWirelessTransActPOSTransActPOS Physical Item MaintenanceTransActPOS Item Receipt MaintenanceTransActPOS Item Issue MaintenanceWireless DevicesSelecting Wireless Modules OverviewWireless SetupWireless OverviewWireless DiagramWireless Setup NotesWireless InventoryWireless InventoryAuto Button CombinationsAuto LabelAuto LocationAuto PhysicalInventory - SalesInventory - MfgInventory - Misc.Inventory - EditInventory - ImageInventory - Print LabelsInventory - Lookup ByInventory - Adjust QuantityInventory - Order ItemWireless Inventory AdjustmentsWireless Adjustment Physical InventoryWireless Adjustment Inventory ReceiptWireless Adjustment Issue InventoryAdding a New ItemWireless Ship Sales OrderWireless IOR ReceiptWireless RegistryErrorsLogon MessageMobile Point of Sale OptionsWhat is Line Buster?Wireless Handheld with Line BusterRequired Equipment:Tablet with Line BusterRequired EquipmentWireless Handheld with Line Buster and Verifone e285 Credit Card deviceRequired EquipmentTablet with Line Buster and Verifone e285 Credit Card deviceRequired Equipment:Other TransActPOS ModulesTransActPOS Document Scanning and ManagementDocument Scanning ProcessOperation of ApplicationInstallation ProcedureSupport FilesTransActPOS Offline ModeProcess Outline 1Process Outline 2Process Outline 3Process Outline 4 - DetailsSteps to Transferring invoices back to the store systemTransActPOS Mercury Server ModuleMercury Server VideosMercury Server Email Password UpdateMercury Server OverviewMercury Server "Errors" MessageMercury Server LogsMercury Server ProcessesTransActPOS Multi-storeUpdating and Printing Price Labels Multi-storeInter-Store TransfersVendor SwapHome Office ControlsStates creates at home officeGroups created at home officeUsers created at the storeChart of accounts created at the home officeInvoice header is created at the home officeCredit reversals do occur at the home officeReversal of payments if posted at the home officeCreation Class, code , fine subfine, manufactuer, seasons, (8) created at home officeCustomers are created at the local levelPaymentsStatementsTransActPOS Price CheckerTransActPOS Surcharge ModuleSurcharge Overview Visa Core Rules and Visa Product and Service RulesDual Pricing versus SurchargeSurcharge Setup - Company Setup - PaymentRequired Form ChangesSample Debit and Credit TransactionsDebit Card TransactionCredit Card TransactionReportingCash ReceiptSurcharge Item SetupSales by ClassSales and Use TaxSurcharge Item ReportingSales OrdersAccounts ReceivableSurcharge Articles from other sourcesLayPay.com ArticleTransActPOS TextingTexting VideosTransActPOS Texting ExampleTransActPOS Texting IntroductionTransActPOS Texting - QR Code PlacementTexting HelpTexting HelpTexting TopicsRegulatory ComplianceBilling ProcessTexting SetupCustomer ManagementPreset Text MessagesText MonitorEntry into the Texting RelationshipThird-Party IntegrationCapital One Trade Credit - Blue TarpInstallation and UpdatesUpdating Capital One Trade CrediteCommerce SolutionsEZ-Commerce EZ-Commerce SetupWebStore Item affect on EZ-Commerce WebsiteUploading Inventory, Customers and Sales to EZ-CommerceDo it Best - Same Day Pick-up eCommerce SolutionHouse-Hasson Hardware Co. - eCommerce SolutionsNew Media Retailer - eCommerce SolutionGoogle PointyLocallyTurning Off an Active Locally InstallationSetting up a Locally InstallationRe-submission of Locally dataDropBox InstallationPartSmartQuickBooks OnlineRepeatRewardsRetail Deck by RWS - Retailer Web ServicesS4 VisionS4 Vision Overview - HTMLWelcome to S4 Vision UniversityS4Vision Store Sales OverviewS4Vision Store Sales TrendsS4Vision Department SalesS4Vision Chain Overview and DetailS4Vision Item MovementS4Vision Item Movement part II. Percent Distribution & Chain TotalsS4Vision Fast-Slow MovementS4Vision Custom Reporting PeriodsS4Vision Cashier EngagementS4Vision Self Check Out Metrics SES imagotagSMARTtill OverviewSMARTtill Installation & SetupSection 1: Hardware SetupSection 2: Driver/Utility InstallationSection 3: TransActPOS ConfigurationSection 4: Calibrating SMARTtillSection 5: SMARTtill ResetSection 6: Best PracticesStore Watcher ProtectionVerifoneCredit Card Processor Status SitesVerifone CoursesPosting a Credit within Verifone Portal (IPCharge) Customer InstructionsPosting a Credit to Point within Verifone - IPCharge.comVerifone VideosVerifone M400 InstallationVerifone M400 Use CasesVerifone M400 Sample TransactionVerifone Portal Creating a CreditPosting a Credit within Verifone Portal (IPCharge) Customer InstructionsVerifone Store Portal Password ResetReports IndexReports Index by ModuleReports Index by SubjectArticlesManaging a multi-vendor relationships: Orders and PricingExample of a multi-vendor SKUReducing disk space Hardware and SetupHow to Topics: Computer equipment in your storeBattery - UPS BackupBattery - UPS Setup of a Server UPS (Video)Battery - UPS Setup of a Workstation UPS (Video)Cash Drawer Placement (Video)Cash Drawer: Two Cash Drawer Setup (Video)Cash Drawer: Single Cash Drawer Setup (Video)Display - Extended Display Option (Video)EOM-375 Wireless Barcode ScannerQuick Setup Guide - Page 1Quick Setup Guide - Page 2Epson Ethernet Adapter Card (Video)Heron D130 Scanner ConfigurationHP (Symbol ST2208) Barcode Scanner Configuration NotesHP Laser Printer Installation (Video)MMF Two Cash Drawer SetupNetwork Basics Explained (Video)Print Job Considerations - Large JobsPrinter Static IP SetupPrinter Queues: Understanding the print queue (Video)ProQuest PartsManagerProReboot a server hosting TransActPOSReceipt Printer Setup (Video)Registering DLL and OCX FilesServer Setup (Video)Sound: Alternate Method to Changing Sounds at the WorkstationSound: How to get sound in RDP SessionSymbol LI4278 Linear Imager - WirelessQuick Start GuideTerminal Server Client: Saving a file from Terminal Server workstationTopaz Signature PadUnifi Access Point Setup (Video)Verifone MX Setup (Video)Voyager Barcode ScannerWorkstation Installation (Video)Zebra 2824Zebra TLP 2824 Setup (Video)Zebra LP 2824 InstallationPrinting 1x1 LabelsZebra TC Series Wireless Handheld Setup (Video)Zebra QLN Wireless Belt Printer (Video)How to Topics: Network BasicsNetwork Cable KitAssembling a CAT 5 / 6 CableConnecting to Patch PanelsTesting Ethernet InstallationsIP AddressesDetermining an available IP addressIpconfig CommandUse the Following IPIP Configuration WorksheetWireless Configuration WorksheetUsing SpreadsheetsUnzipping a Zip FileOpening a CSV file from within Microsoft ExcelSpreadsheets
Removing the 1st Character from cells in ExcelMessages and Error CodesCan not display invoicesCan not Find 51 when Starting WirelessCash Drawer Won't Open (on Epson printer)Class Not RegisteredDisplay Pole ErrorsDiscontinued SKUs - How to addressEpson U-375 Not PrintingError 1705Error 1957 - Printer not foundError 2091File access is denied d:\transactpos\tapresrce.dbfFinding Item IncorrectlyInvoice Creation ErrorItem Not Appearing on PO after Reorder ReportMultiple Part NumbersPrinter Installation and Kernel ErrorPurchase Order LockedSlow Startup of TransActPOS applicationSlow TransActPOS within Point of SaleText not appearing on invoiceReport Printout is Cut OffReports cut off on right sideWeb Interactive IssuesGlossary |