club data infotouch information guideinfotouch, the leading pos software for specialty retail, was...

Club Data Corporation

Club Data InfoTouch Information Guide

The most comprehensive POS software on the market today is at the tip of your fingers. InfoTouch, the leading POS software for specialty retail, was created by Touch Industries for retailers seeking long-term solutions originating at the heart of their business, the point-of-sale. Club Data Corporation developed a successful business partnership with Touch Industries in 1985 to compliment its Club Office system. Many of the organizations that Club Data supports use both systems together. Others use one or the other. Club Data personnel have a unique blend of PGA/Golf Club/Shooting Club and application software development/support career experience. Our goal is to have you not simply satisfied, but delighted with our products and services.

Club Data Corporation 952-941-0855 [email protected]

Why Point of Sale? Retailers face many built-in problems in day-to-day business such as theft, high turnover of employees and other administrative headaches, not to mention inventory control and customer profiling. Today's savvy retailers are finding a powerful solution to meet these business needs as well as additional features not found in dated keyboard systems by turning to InfoTouch software. InfoTouch is a touch screen product that requires virtually no expertise for accurate and efficient use by store personnel. Keyboards are virtually obsolete because all functions are initiated by the simple touch of a fingertip to the touch monitor's video screen. Benefits of touch screen technology include: • No skill needed by end users. A keyboard system can be threatening to

a person who isn't a skilled typist. • Fast learning curve. If you can point your finger, you can use

InfoTouch. • Fully automated colorful buttons on the screen. Easy to find what

you're looking for means faster customer service. • Easy customization. You can define and redefine item button

descriptions quickly and easily. • Spill proof, unlike keyboards and less clutter on the countertop. To run your pro shop business or retail operation profitably, you need information. You need information about what inventory you have, what is selling, what you need to order, and where you are making or losing money. Point of sale can help you collect that information. With that information, you can make the decisions that you need to maximize your profits.


The Value of InfoTouch Point of Sale Sales information is an essential asset that your Club Data InfoTouch system can gather as you record your daily transactions. By example, recording the employee will allow you to gather sales by employee, and/or timekeeping if you wish. InfoTouch is configurable to meet your needs. An employee can remain logged in for the entire day, or you can set the system to track which specific employee entered each transaction.

Taking the time to enter employees will allow you to print profit margin report by employee as well as time and attendance.


Register Module

The register module is highly customizable, designed to fit your specific business like a glove. Because it fits your individual club, your employees will find it intuitive, and extremely easy to use. Your business will benefit from your employees always using the accurate price for an item. Your customers will benefit from your having instant, accurate visibility of the inventory that you have on hand, be it the inventory that they can see on the shelf, or the inventory that you have in your back room. • Sell by item number (sku), by descriptive information or by barcode

scanner. • Inventory lookup feature for fast and flexible scans of your inventory,

even during a sale lets you select the item right out of lookup to sell it. • Discounts may be applied automatically "at the register" in many

different ways. Percentage or dollar discounts off price or above cost. • Easily accommodates returns, exchanges and credits.


Club Data InfoTouch not only is simple to use for the everyday basic sales, it is full featured allowing you to handle the “exception cases” within the system.

• Complete customer sales history capability shows who buys what, when, and at what price. Customer segmenting by combinations of up to sixteen user-definable categories.

• Hold and layaway sales managed easily with full audit tracking. • Split tender transactions. Any number of tender types can be allowed. • Employee punch clock capability built into the register. • Special orders, inventory creation, customer account creation "on-the-

fly;" inventory transfers in/out for multiple store situations. • Credit card processing allows either authorization or draft capture

methods. • Passwording, shift closeouts, cash drawer reconciliation. • Reports showing “up to the minute” sales and profit margin at the

touch of a button!

Your InfoTouch system is designed to fit your business, listing the items that you sell.


Your Club Data InfoTouch system is designed with your pricing rules in mind. You may have different rates for: • Different days of the week • Law enforcement • Weekend rates • Holiday rates • Special events • Leagues • Member or non-member rates • Junior or Senior rates • Early, mid or late season rates However you elect to operate your club, we will tailor your system to fit your needs.


Since each Club Data InfoTouch system is tailored to meet your club’s needs, you can select the quantity of buttons that you need for a category. Additional buttons can be instantly available with the use of slide bars as in the illustration at the top of this page. Your Club Data InfoTouch system is designed to meet your needs today as well as the future. As you add or drop products, it is easy to maintain the individual item buttons. By example some users designate several buttons for the daily specials within their grill or dining area.


The key to the system is ease of use. The little things like being able to instantly enter the denomination of the bill that your customer gave you will ensure that each transaction is recorded quickly and accurately. Because you pre-established the selling prices for an item, you are assured that the correct price is charged for that item. If authorized in your configuration preferences, an authorized cashier can easily discount items.


Your Club Data InfoTouch system can be set to accept credit card sales, check sales, customer account/member account sales in addition to cash sales. Gift certificates and shop credits can easily be accommodated and tracked. Gift certificate sales and redemption can easily be processed and tracked. You can also record transactions relating to shop credits if used at your club.


With the inventory look-up button, your employees have the ability to instantly look up the quantity of an item that you have in stock, and optionally where you (told the system that) you have it. Your Club Data InfoTouch system can keep track of thousands of items, regardless of your decision to set a button up for the item.


The Inventory module allows you to quickly identify and manage your inventory. Features that you can elect to use include: • Up to ten price levels per inventory item • Global change capability. It is easy to change prices for ranges of

items. • Easy to adjust inventory quantities outside of the register. • Maintains cost, profit type, gross profit, retail price, VAT, selling

price, average cost, sales premiums, quantities on hand/on order/allocated, min/max/reorder quantities.

• Tracking capability for WTD, MTD, and YTD sales, costs, quantities and markdowns.

• Parts explosions and substitutions are easy to create and maintain. • Serialized inventory. • Inventory movement reports show what sells (and what doesn't) • Physical inventory pick lists. • Inventory order status to show understocks and suggest orders. • Price label printing with or without barcodes. • A fabulous, easy-to-use purchase order module automatically links to

inventory offering greater staff productivity and more inventory management tools than ever before, such as open-to-buy reports!


The maintenance screens are designed to allow you to quickly enter or update the information, allowing you to spend more time with your customers, and less time with system data entry. Depending on your preferences item numbers can be automatically assigned by the system or you can elect to assign them. InfoTouch provides full UPC code tracking for users with bar code scanners. The register’s bar code scanning functions are always active.


Transaction Manager Module The Transaction Manager Module is used to perform the back-office tasks related to processing daily sales transactions. Unlike the Register module, whose transactions this module manages, the user interface is designed for a mouse and keyboard, and a touch screen isn’t necessary. The Transaction Manager module has the following functions: • Gift Certificates - create and manage Gift Certificates. • Reason Codes - add, change, or remove the text on your Paid In, Paid

Out, Return Sale, Post Void, or No Sale buttons. • Closeouts - perform Closeouts for the Day, Week, Month, and Year.

You can reprint previous Closeout Reports by date. • Setup Closeout Reports - select the reports that will be printed during

the various closeouts. • Transaction Reports - select from 27 available reports. • Delete Suspended Transactions - clear old Hold Sales and CWOs by

date range. • Cash Drawers - designate the amount of cash to leave in the drawer for

each register at the start of a shift.


Your Club Data InfoTouch system comes with over 100 reports to easily provide you the information that you need to maximize your profits. Reports are available from all areas of the system including: • Register reports • Inventory reports • Customer reports • Employee reports Reports can be set to run as part of your daily closing process, or on-demand, as you need them.


Information is very easy to get out of your InfoTouch system. For any given report, you may elect to: • Display the information on your screen. • Print the report. • Export the information for use with Excel or another tool. Generating the reports is fast and easy. Some of the reports allow you to make selections such as a list of items, customers, departments, or dates. These selections allow you to have your report contain less data, and more useable information to help you run your business.


The same reports in printed or Excel format.


Help

Getting help from a Club Data InfoTouch system is easy. The documentation is well organized, and the various processes are described in easy to follow, complete with step-by-step instructions. The help system allows you the option of looking up the help on line, or printing a copy based upon your preference.


Customer Module • Customer aging, apply service charges, print statements for open charge

customers. • Sixteen customer "categories" to track sales by customer demographics. • Mailing lists and labels for special promotions. • Customer descriptions, such as birth or anniversary dates, family members'

names. • Excellent reporting to help you manage your business. Customer balances,

sales histories, layaways, payment histories allow you to find out in quantifiable terms who your best customers are, and what they buy.

• Photo recognition allows you to display a customer photo on the register.

Employee Module • Employee scheduling. • Tracking of employee attendance records and habits, sales performance and

current compensation including salary, commissions, draws, bonuses and contests.

• Full individual employee password capability. • Up to sixteen employee categories to let you manage your staff and labor

expense by work area. • Makes calculating employee compensation a snap whether you pay weekly,

biweekly, semi-monthly or monthly. • Know which employees give you the best return on your labor investment.

Purchasing • Create and track POs. • Receive inventory. • Track open to buy. • Establish order points for inventory items.

Easy backup/restore functions • Transaction purge functions. • Database recovery functions in case of power outages. • Multiple invoice layouts -- all user definable. • Full system security -- multiple password levels. Easy to assign function

protection throughout the system.


Club Data Support Services Today's retail business professional depends on accurate and secure data from their computer system. Club Data's support program is designed to meet our customers' needs. Each InfoTouch system is sold with a monthly support contract supported by Club Data Corporation. The fee charged is lower than the industry average. With more than 70 years of cumulative staff experience in serving the club industry, Club Data has a long track record of meeting clubs' data management needs. Our forte is responsiveness to our customers; our goal is to provide outstanding performance, service and support at affordable prices. The maintenance fees provide you with both software upgrades of your Club Data InfoTouch system and telephone support relating to the operation of your system. Our response time to your calls is usually immediate because we know you need answers right now!

Your Club Data InfoTouch system is easy to configure. We are happy to help you make the one-time choices. These settings can be modified as your needs change.


Choosing a layout design

We have developed many different layout designs for our Club Data InfoTouch users. Samples are available on our website. You may find one that would be a great fit for your club, or you may get ideas from several different layouts. We help you make the selections, resulting in a perfect fit for your needs. Designs can be found at the design tab of our website www.clubdata.com.


Frequently Asked Questions What hardware do I need? A minimal configuration includes the following: • PC (newer Pentium with at least 256K RAM & enough ports to

connect the printers & other devices • Touch Monitor (CRT or LCD – at least 15” to accommodate your

buttons) • Cash Drawer • Receipt Printer • Report printer Optional hardware can include: • Bar code scanner • Bar code printer • Credit card processor • Additional registers or back-office PCs What operating systems can I use? Windows 2000 Professional or Windows XP Professional. What about my dining room/ grill/snack bar? Many users have both their proshop and grill/dining room on their InfoTouch system. We can help you effectively design a system to accommodate your needs. Can I have multiple registers on my system? Yes. Most users have a main register, a second register(s) and/or a PC for back-office type work. Wireless networking may be a perfect option providing no-drilling installation and tremendous flexibility. Is training available? We offer 2 classes on InfoTouch. One for everyday users, and another for owners/administrators. Both classes can be taken over the Internet with a live instructor.


What about interfaces to my accounting system? Your Club Data InfoTouch system can quickly be interfaced to popular packages such as: • QuickBooks • Peachtree • Club Office Interfaces to other packages may also be available. How soon can I put a system in? Depending on your current situation, your Club Data InfoTouch system may be up and running in as little as 2-3 weeks after you place your order. How do I get more information? Everyone has their own specific questions based upon their situation. Call us. We want to help. How can I get a demonstration? We are happy to give you a live demonstration of the product. Our demonstrations are delivered live, using the Internet and telephone. In 20 minutes you will have the opportunity to try the system out, and get your questions answered.


Club Office is a registered trademark of Club Data Corporation. InfoTouch is a registered trademark of Touch Industries. Excel, Windows 200 and Windows XP are trademarks of Microsoft. Peachtree is a registered trademark of Best Software. QuickBooks is a registered trademark of Intuit. 2003 Club Data Corporation All rights reserved. Specifications are subject to change without notice. This document is copyrighted and all rights are reserved.

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