sap enterprise pos™ version 3 · welcome to the pos manager, an important part of the dynamic sap...

SAP Enterprise POS™version 3.0

Manager User Guide

SAP Enterprise POS Manager User Guide 3.0Copyright© Copyright 2007 SAP AG. All rights reserved.

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Table of Contents

Chapter 1 ..... Introduction to the POS ManagerAbout the POS Manager ........................................................................................ 3

Signing on to POS Manager ................................................................................... 3

Signing off of POS Manager .................................................................................. 5

Chapter 2 ..... File MaintenanceEmployee file maintenance .................................................................................... 7

Searching employee files ................................................................................. 7

Creating employee files ................................................................................... 8

Modifying an employee file ..........................................................................10

Changing an employee file status ................................................................10

Mix match file maintenance .................................................................................10

Creating mix match files ...............................................................................11

Modifying mix match files ............................................................................13

Deleting mix match files ...............................................................................13

Store setup maintenance .......................................................................................13

Defining store information parameters ......................................................13

Defining the customer display .....................................................................15

Defining tax rates ..........................................................................................16

Defining currency exchange rates ...............................................................16

Defining store menus ....................................................................................17

Promotion maintenance .......................................................................................19

Promotion details ..........................................................................................20

Item maintenance ..................................................................................................22

Searching for items ........................................................................................22

Adding and editing an item ..........................................................................23

Defining item information ...................................................................24

Defining item attributes .......................................................................25

Defining sell and return required data ...............................................25

Defining sell and return display messages .........................................26

Defining link items ................................................................................26

Chapter 3 ..... POS Manager ReportsRunning reports .....................................................................................................27

Selecting report criteria .................................................................................27

Previewing and printing reports ..................................................................28

Report groups ................................................................................................28

Running the Sales report ......................................................................................29

Running the Sales Analysis report .......................................................................31

Running the Layaway report ................................................................................33

Running the Tender report ..................................................................................35

1

Understanding the Tender report ...............................................................37

Running the Item Movement report ..................................................................37

Running the Non-Merchandise report ...............................................................40

Running the Register Summary report ...............................................................41

Running the Discount report ...............................................................................42

Running the Paid In/Out report .........................................................................45

Running the Item Grouping Sales report ...........................................................48

Running the Weekly Short/Over report ............................................................50

Running the Exception report .............................................................................52

Chapter 4 ..... Tender ManagementAbout the tender detail windows ........................................................................55

Working with tills ...................................................................................................56

Listing tills using the Tills report .................................................................56

Creating a new till ..........................................................................................58

Performing a loan ..........................................................................................59

Performing a pickup ......................................................................................60

Balancing a till ................................................................................................62

Running a Till Reconciliation report ..........................................................64

Running a Till Status report .........................................................................65

Checking a till’s contents ..............................................................................66

Safe management ...................................................................................................68

Performing a safe withdrawal ......................................................................68

Performing a safe deposit .............................................................................71

Performing safe paid in and safe paid out functions ................................73

Balancing a safe ..............................................................................................75

Adjusting a safe ..............................................................................................77

Running a Safe Content report ....................................................................79

Running the Tender Transactions report ...........................................................80

Running the Safe Audit report .............................................................................82

Chapter 5 ..... Manager FunctionsOpening and closing the store .............................................................................85

Opening the store ..........................................................................................85

Closing the store ............................................................................................85

Monitoring registers ..............................................................................................87

Viewing the transaction log ..................................................................................88

Running the Electronic Journal report .......................................................88

Viewing the Detail Electronic Journal report ............................................91

Running the Receipt Archive report ...................................................................91

Viewing and reprinting transaction receipts ..............................................93

Resetting the store’s business date ......................................................................94

Index ...................................................................................... 97

2

ager
Introduction to the POS Man
This section introduces you to the functions of the SAP Enterprise POS Manager, and how to start

using this application.

Topics include:

� “About the POS Manager” on page 3

� “Signing on to POS Manager” on page 3

About the POS ManagerWelcome to the POS Manager, an important part of the dynamic SAP Enterprise POS retail application

suite from SAP. The POS Manager works in conjunction with SAP’s advanced point-of-sale, kiosk, and

mobile transaction processing applications. The POS Manager application is your in-store

administration tool. Using POS Manager you can manage store-level functions, such as store open and

close, and till and safe management. You also use POS Manager to manage employee records and run

store-level reports.

Note: This guide describes functionality and terminology supplied with the default configuration for

POS Manager. For example, the terms operator and register are used throughout this guide. However,

your POS Manager may have been configured to use cashier and terminal in place of these terms.

Signing on to POS ManagerPOS Manager is typically installed at each store in an enterprise so that store managers can manage

store-level information and run store-level reports. However, this product can also be installed at the

head office or regional level, and simply accessed from additional retail points, as best suits your

company. Because the POS Manager is a Web-enabled product, you can sign on to POS Manager from

an internet browser, depending on how your system administrators have configured your intranet

services, and where they have installed your POS Manager.

To sign on to the POS Manager:

1. Start your Web browser and navigate to the internet address or URL where the POS Manager is

installed as follows:

� To sign on to a store-installed computer, enter: http://YourInstallAddress/posmanager/

servlet/Login

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Introduction to the POS Manager

� To sign on to a head-office or centrally installed system, enter: http://YourCentralAddress/

posmanager/servlet/Login?siteID=YourRefSiteID (where YourRefSiteID is the site

identification number assigned to your store in your Configurator site settings.) For more

information, see the SAP Enterprise POS Configurator User Guide.

A signon window appears.

Note: If your system administrator is running two versions of POS Manager

(such as when they are upgrading), you may not have the proper URL and will

be unable to sign on to POS Manager. If you cannot log in to POS Manager,

first verify the proper URL with your system administrator.

2. On the signon window, type your POS Manager User ID and Password. For security purposes, a

series of asterisks masks your password entry.

Note: If you do not know the address for your installation of POS Manager, or

you cannot remember your User ID and Password, consult your system

administrator or SAP support contact.

Note: Security options for passwords are set in the SAP Enterprise POS

Configurator User Guide.

4

Signing off of POS Manager

3. Click Sign In. The POS Manager main menu window appears.

Note: To return to a previous menu or window, click Cancel or Close. Do not

use your browser’s Back button.

From the main menu you can access all of the functions available to you in the POS Manager.

Menu items that are not underlined indicate that you have not been granted permission to access

functions associated with the menu items. If you require access to POS Manager functions that are

not currently available to you, consult your system administrator. Permissions are configured in

the SAP Enterprise POS Configurator application. For more information, refer to the SAP

Enterprise POS Configurator User Guide.

Fields that you must complete before proceeding are indicated with a blue asterisk by default. The

symbol and colour are configurable during deployment. For more information, refer to the SAP

Enterprise POS Installation Guide.

Signing off of POS ManagerWhen you are finished working in POS Manager, you should sign off to free up system resources.

To sign off of POS Manager:

� From the POS Manager main menu, click Sign Off. The signon window appears.

5

Introduction to the POS Manager

6

File Maintenance

This section describes the POS Manager file maintenance functions.

Topics include:

� “Employee file maintenance” on page 7

� “Mix match file maintenance” on page 10

� “Store setup maintenance” on page 13

� “Promotion maintenance” on page 19

� “Item maintenance” on page 22

Employee file maintenanceThe employee file for each POS Manager user includes such information as the employee’s name and

addresses, as well as the person’s authority level and password. This information is used during each

POS Manager session for logging in and for security functions. It is also used at the POS registers

during such transactions as employee sales.

The set of tasks that you can perform from the Employee Maintenance window is determined by the

permissions assigned to the group to which your user ID is associated. For example, to be able to add

employee files, you must have Full Access permissions. Similarly, the list of groups that appears in the

Employee Group drop-down list is restricted to those to which you have been granted Edit

permissions. Employee permission groups are configured in the Configurator application. For more

information on permissions and permission groups, see the SAP Enterprise POS Configurator User Guide.

Searching employee files

You can search for employee files by Employee Number or User Sign-on ID.

7

File Maintenance

To search for employee files:

1. On the File Maintenance menu, click Employees. The list of employee files appears on the

Employee Maintenance window.

2. Do one or more of the following:

� In the Search By drop-down list, choose either Employee Number or User Sign-On ID,

and then in the text field, type one or more digits.

� In the Status drop-down list, choose one of Active, Inactive, or All Employees.

3. Click Go. Employees matching your search criteria appear in the list.

Note: At any time, to list all active employees, click Reset.

Creating employee files

To add an employee file:

1. On the File Maintenance menu, click Employees. The Employee Maintenance window appears.

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Employee file maintenance

2. Click Add New Employee. The Employee Maintenance detail window appears.

3. In the User Sign-On ID field, type a unique number the employee will use to sign on. These IDs

must be unique within the list of the store’s active employees. (Inactive employees may share the

same ID, including one assigned to an active employee.)

4. In the First Name, Middle Initials, and Last Name fields, type the employee’s full name.

5. In the Receipt Name field, to define how the employee’s name will appear on the operator

display and on printed customer receipts, type all or part, or even just the initials, of the

employee’s name.

6. In the Date of Birth fields, complete the details of the employee’s date of birth.

7. In the Employee Number field, type the employee’s employee number.

Note: This number must be unique within your organization. If the employee

you are adding has the same corporate ID as an inactivate employee, then the

the system will automatically delete the inactivate employee.

8. From the Employee Group drop-down list, select an employee group for the employee. Only

those groups for which you have been granted Full Access permissions will appear in this list.

9. In the Password field, type an alphanumeric password that the employee will use to sign on to the

POS register and POS Manager, and in the Confirm Password field, re-type the same password.

10. To require the employee to change the password as part of the first log on to the POS register,

select the Force Password Change checkbox.

11. In the Address section, complete the following fields:

a) Line 1: Type details of the employee’s home street address.

b) Home Telephone: Type the employee’s 10-digit home phone number without hyphens or

parentheses.

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File Maintenance

c) Line 2: If you were unable to type the employee’s full street address in the Line 1 field, type

additional street address details.

d) Mobile: Type the employee’s 10-digit cell or business phone number without hyphens or

parentheses.

e) City/Town: Type the name of the city or town in which the employee lives.

f) Email Address: Type the employee’s email address.

g) State: Type the name of the state or province in which the employee lives.

h) Country: Type the name of the country in which the employee lives.

i) Language: Select the language in which the employee prefers to communicate. (Currently

English is the only available language.)

12. Click Save.

Modifying an employee file

To modify an existing employee file:


2. Locate the employee in the list, and then below Edit, click the corresponding icon. The Employee

Maintenance window appears with the current information for the employee.

3. Make the required changes.

4. Click Save.

Changing an employee file status

Use this procedure to activate or inactivate an employee file.

To change the status of an employee file:


2. Locate the employee in the list, and then below Change Status, click the corresponding icon.

You are prompted to confirm the status change.

3. Click OK.

4. If you:

a) inactivated an active employee file, the list of inactive employees appears on the Employee

Maintenance window.

b) activated an inactive employee file, the Employee Maintenance window appears showing

current details for the employee. Complete the User Sign-On ID, Password and Confirm

Password fields, and then click Save.

Mix match file maintenanceThe mix match feature is used to set up special pricing schemes based on the sale of specific quantities

of a single product, or bundled sales of related products. Unlike a discount or a standard promotion, a

mix match depends on the contents of an entire transaction. The pricing schemes that you configure

here are enabled and disabled in the Configurator application. For more information on enabling mix

match functionality, see the SAP Enterprise POS Configurator User Guide.

10

Mix match file maintenance

Creating mix match files

Creating a new mix match file definition involves creating a specific pricing scheme called the primary

level, and several alternate pricing levels. This allows one item to be set up in up to eight different

groups for mix match definitions.

To create a mix match file:

1. On the File Maintenance menu, click Mix Matches. The Mix Match Maintenance window

appears.

2. On the Mix Match Maintenance list window, click New. The Mix Match Details window appears

with a blank pricing scheme.

3. To identify the mix match definition, in the Mix Match ID field, type a number, and in the

Description field, type a description.

4. To identify the discount applied by the mix match definition, in the Discount Description field,

type a unique description.

5. To specify the start date and time for the mix match promotion, in the Effective Date field, type

or select the date on which the promotion will take effect, and in the Effective Time field, type

the effective time.

6. To specify the end date and time for the mix match promotion, in the Expiry Date field, type or

select the date on which the promotion will end, and in the Expiry Time field, type the expiry

time.

7. Do one of the following:

� To specify that all items selected for the mix match pricing scheme have different PLU

numbers, select Unique Item.

� To specify that all items selected for the mix match pricing scheme have the same PLU

number, select Item.

� To specify that any combination of items can be selected for the mix match, select Any Item.

11

File Maintenance

8. To specify that a transaction must meet all of the mix match criteria before taking affect, select the

Complete Mix Match checkbox. For example, if the mix match specifies that a customer must

purchase three of item 111 and three of item 222 to get a discount, then all six items must be

purchased at the same time in a single transaction.

9. To prorate a discount across all items in a mix match sale, select the Prorated checkbox. For

example, if the mix match rule is “buy 4 and get a 5% discount”, the sale would be processed as

follows:

Item 1 is $1.00 prorate ($.05), sells for $.95

Item 2 is $2.00 prorate ($.10), sells for 1.90



The total discount for the mix match is $.50.

10. If returns are allowed in the mix match, select the Allow Return Item checkbox.

11. To select the items that you want included in the mix match, do one of the following:

� Select Item Key, and then in the corresponding field, type the item’s PLU number.

� Select Eligibility Rule ID, and then from the corresponding drop-down list, select the items

eligible for the mix match. The items in this list are configured in the Configurator application.

For more information consult the SAP Enterprise POS Configurator User Guide.

12. To define the quantity requirement, from the OP drop-down list, select the appropriate

parameter.

13. To specify the quantity of merchandise that must be purchased for the parameter in the OP field

to apply, in the Qty field, type the appropriate amount.

14. Under Discount, do one of the following:

� To specify the dollar amount to be deducted for the alternate price, select Dollar off, and then

under Amount, type the dollar amount.

� To specify the amount to be deducted as a percentage of the total value, select % off, and then

under Amount, type the percentage amount.

� To specify the selling price for the alternate item, select Sell Price, and then under Amount,

type the price.

15. To specify how the pricing rule should be applied, from the Item drop-down list, select the

appropriate option. The pricing rule can be applied to individual eligible items, or to an entire

group of items.

16. To apply a discount to the lowest priced item in a mix match transaction, select the Lowest

Priced Items checkbox. Using the example above, the $.50 would be deducted from item 1.

17. If the Lowest Priced Items checkbox is selected, in the Count field, type the number of lowest

priced items to which the discount is applied.

Note: To add a blank row in which to apply additional pricing rules to the mix

match promotion, click New Rule. To delete a row, click Delete.

18. Click Save.

12

Store setup maintenance

Modifying mix match files

To modify an existing mix match promotion:


appears.

2. Locate the mix match promotion that you want to edit, and then do one of the following:

� Under Edit, click the corresponding icon.

� Click the corresponding Mix Match ID or Description value.

The Mix Match Details window appears.

3. Make the required changes.

4. Click Save.

Deleting mix match files

To delete a mix match promotion:


appears.

2. Locate the mix match promotion that you want to delete, and then under Delete, click the

corresponding icon. The mix match promotion is deleted immediately.

Store setup maintenanceStore setup enables you to define your store information parameters, customize the messages displayed

to customers at the POS registers, the tax and currency exchange rates used at the store, and

store-specific menus.

Defining store information parameters

Store information parameters are defined in the Configurator application as site parameters and can

then be selected locally at the POS Manager. The parameters that you manage for the store are the

header and trailer information displayed or printed on documents such as customer receipts. The type

of information in a document header could be your store’s name, phone number, and address. Typical

trailer information might be “Thank You For Shopping With Us, Come Again” or “Visit Our Sidewalk

Sale Next Week”.

13

File Maintenance

To define the parameters for your store:

1. On the File Maintenance menu, click Store Setup, and then click the icon beside Store

Information. The Store Information window appears.


� To delete a store parameter definition, locate the parameter that you want to delete, and then

under Delete, click the corresponding icon.

� To add a store parameter, click New Parameter. The Store Information Parameter

Maintenance window appears.

� To edit an existing store parameter, locate the parameter that you want to edit, and then under

Edit, click the corresponding icon. The Store Information Parameter Maintenance window

appears.

3. If you are adding or editing a parameter:

a) In the Parameter ID field, type a name to identify the type of information you want printed

on the document, for example, “city”.

b) In the Value field, type the text that you want to print on the document, for example,

“Toronto”.


� To save the store parameter definition, click Save.

� To discard the addition or change, click Cancel.

14


Defining the customer display

Use this procedure to define the messages that are displayed to customers at the POS.

To define the customer display:

1. On the File Maintenance menu, click Store Setup, and then click the icon beside Customer

Display. The Customer Display Messages window appears.

2. For customer display messages that require more than one row, in the Available Rows field, type

the number of rows that you want to use for the message, and then click Update.

3. In the following fields, type the message that will be displayed to customers based on the state of

POS register.

� Store Closed: Type the message that will be displayed when the store is closed.

� Terminal Closed: Type the message that will be displayed when the store is open but the

POS register is closed.

� Default Message: Type the default message that will be displayed when the register is open,

but the POS is not performing a transaction.

� Terminal Signed Off Message: Type the message that will be displayed when nobody is

signed on to a POS register.

� POS Offline: Type the message that will be displayed when the POS is offline.

Note: To include the register number in the message, in one of the rows for

the message, type %registernumber%.

4. For each message, from the Alignment and Scrolling drop-down lists, select options to define

how the text is displayed.

5. To save the customer display messages, click Save.

15

File Maintenance

Defining tax rates

Use this procedure to define store-specific tax rates that override the tax rates set up in the

Configurator.

To define store-specific tax rates:

1. On the File Maintenance menu, click Store Setup, and then click the icon beside Tax Rates. The

Tax Rates window appears.

2. For each tax rate to be defined at the store level, in the corresponding Override Rate field, type

the tax rate as a percentage, not a decimal value. For example, to define a rate of 7.5%, type 7.5,

not 0.075.

3. When all rates are correct, click Save. A message appears indicating that the store setup has been

saved.

4. Click Close. The updated Tax Rates window appears.

5. To return to the Store Setup Menu window, click Cancel.

Defining currency exchange rates

Use this procedure to define store-specific currency exchange rates and other details that override the

Currencies set up in the Configurator.

Note: Details for the primary currency used by the enterprise cannot be changed.

16


To define store-specific currency exchange rates:

1. On the File Maintenance menu, click Store Setup, and then click the icon beside Currency

Rates. The Currency Rates window appears.

Note: The primary currency appears with an exchange rate value of 1.

2. For each exchange rate to be defined at the store level:

a) In the corresponding Override Exchange Rate field, type the tax rate as a decimal value

relative to the primary currency.

b) From the Language drop-down list, select the language associated with the currency.

c) From the Country drop-down list, select the country associated with the currency.

d) In the Preferred Prefix field, if required, type a prefix that will appear on receipts and other

documents for amounts of this currency.

3. When all settings are correct, click Save. A message appears indicating that the store setup has

been saved.

4. Click Close. The updated Currency Rates window appears.


Defining store menus

Use this procedure to define custom menus that can be set up at the store level. The menu types

available for the store menus are defined in the Configurator application.

Note: Menu options defined using this procedure can point only to other sub-menus.

To define a store menu:

1. On the File Maintenance menu, click Store Setup.

17

File Maintenance

2. From the drop-down list beside Menus, select a menu type, and then click the corresponding

icon. The window for the selected menu appears.


a) To add a new menu, below a blank text field, click Modify.

b) To edit an existing menu option, below the menu you want to edit, click Modify.

The Button Setup window appears.

Note: The Label field appears only if this option has been defined in the

Configurator.

4. Complete the Button Setup window as follows:

a) From the Menu Type drop-down list, select a menu type defined for store menus in the

Configurator application.

b) From the Menu drop-down list, select a menu associated with the selected menu type.

c) If the Label field appears and you want to modify the label for the menu, type a new label.

5. Click Submit. The menu window appears with the menu label you submitted.

18

Promotion maintenance


� To define another store menu, repeat steps 2 through 5.

� To save the store menu definitions, click Save. A message appears indicating that the store

setup has been saved. Click Close.

� To remove all store menu definitions, click Reset, and then click Save. A message appears

indicating that the store setup has been saved. Click Close.


Promotion maintenancePromotions contain special prices that are in effect for a predetermined period of time. You can add

new promotions that are effective for the period you choose. Promotion prices are applied to the

regular price of an item while at the same time maintaining all other pricing rules attached to the item.

For example, if an item qualifies for multi pricing and sells for 3 for $10.00, and the promotion is

defined as a markdown of $1.00, then the promotion price is 3 for $9.00.

To create a new promotion:

1. On the File Maintenance menu, click Promotions. The Promotions window appears.

2. Click Add New Promotion. The New Promotion window appears.

3. In the Promotion ID field, type an identification number.

4. In the Promotion Description field, type a description of the new promotion. For example,

“Back to School Sale” or “Mother’s Day Sale”.

19

File Maintenance

5. Beside Effective Date and Expiry Date:

� From the Month and Day drop-down lists, select the months and days on which the

promotion is to begin and end respectively.

� In the (year) fields, type the years in which the promotion is to begin and end respectively.

� From the Effective Time and Expiry Time drop-down lists, select the hours, minutes and

seconds on which the promotion is to begin and end respectively.

6. If additional discounts for the item are allowed, select the Allow Other Discount On Top of

Promotion checkbox.

7. Click Save. The Promotions window appears.

Promotion details

Once the new promotion is created, you can define the promotion details, including which items

qualify for the promotion and any additional rules that are associated with the promotion.

To assign details to a promotion:

1. On the Promotions window, locate the promotion for which you want to define the details, and

then click any corresponding field value. The Promotion Details window appears.

20

Promotion maintenance

2. Click Add New Item. The Promotion Item Details window appears.

3. Beside Effective Date and Expiry Date:

� From the Month and Day drop-down lists, select the months and days on which the

promotion is to begin and end respectively.

� In the (year) fields, type the years in which the promotion is to begin and end respectively.

� From the Effective Time and Expiry Time drop-down lists, select the hours, minutes and

seconds on which the promotion is to begin and end respectively.

4. To determine the criteria for the promotion:

� To attach an eligibility rule to this promotion, click Eligibility Rule ID, and then from the

drop-down list, select the eligibility rule identification information. Eligibility rules are defined

in the Configurator application. For additional information, see the SAP Enterprise POS


� To put a particular item on promotion, click Item Key, and then type an item key.

5. To determine the type of pricing applied to this promotion, from the Pricing Method

drop-down list, do one of the following.

� To calculate the promotional price of the item by discounting a percentage off the regular

retail price, select Percent Off, and then in the Amount field, type the percentage to be

discounted.

� To calculate the promotional price of the item by deducting a flat amount from the regular

retail price, select Markdown, and then in the Amount field, type the amount to be deducted.

� To define the promotional price as a new price, select New Price, and then in the Amount

field, type the new price.

6. Click Save. The Promotions window appears.

21

File Maintenance

Item maintenanceItem maintenance allows you to locate, add, and edit item attributes in the database. By searching item

keys, you can also see the cross-referenced item key type (for example, UPC and PLU) information.

This allows you to see the multiple UPCs linked to an SKU, if applicable. You can also delete items

from the database in the Item Maintenance detail window.

Searching for items

To search for an item in the database:

1. On the File Maintenance menu, click Item Maintenance. The Item Maintenance Item Key

Search window appears.

2. In the Item Key field, type the item number.

3. From the Item Key Type drop-down list, select the item key type.

22

Item maintenance

4. Click Search. The Item Maintenance detail window appears.

Adding and editing an item

To add or edit an item:


� To add a new item to the database, on the Item Maintenance Item Key Search window, click

Add.

� To edit the parameters for an existing item, locate the item by following the procedure for

“Searching for items” on page 22.

The Item Maintenance window appears.

2. To define the parameters for the item, refer to the following sections:

� “Defining item information” on page 24

� “Defining item attributes” on page 25

� “Defining sell and return required data” on page 25

� “Defining sell and return display messages” on page 26

� “Defining link items” on page 26

3. Click Save.

23

File Maintenance

Defining item information

To define the general information attributes for an item:

1. In the Item Information section of the Item Maintenance window, from the Item Key Type

drop-down list, select the type of key for the item.

2. In the Item Key field, type a number that represents this key.

3. From the Department Code drop-down list, select the appropriate department for the item, or in

the corresponding text field, type the department number. The available departments are imported

from the department table during data import.

4. In the Description field, type a description of the item, for example, “laptop”.

5. If the price of the item is based on a specific measurement, such as length, weight, unit, or area,

from the Unit Of Measure drop-down list, select the correct unit of measure. The Quantity

Required checkbox should also be selected.

6. In the Regular Price field, type the standard (non-promotional) price of the item.

7. To change the price of the item on a specified date, type a new price in the Future Regular Price

field, and in the Future Price Effective Date field, type or select the date at which the future

regular price will become effective.

8. If the item is designated as a coupon, select the Coupon Item checkbox.

9. If customers can receive a discount when purchasing the item, select the Allow Discount

checkbox.


� To indicate that the item can be sold, select the Allow Sell checkbox.

� To indicate that the item is not for sale, deselect the Allow Sell checkbox. The scanner at the

POS will beep twice to indicate that the item is no longer allowed to be sold. The transaction

will stop until manager authorization is obtained (if permissions are set to ‘override’) to

remove the item from the sale. If permissions are set to ‘none’, a message is displayed

indicating that the item is “withdrawn-from-sale, press clear to continue”. If a withdrawn-from-sale

item is returned to the store by a customer, manager authorization is required to complete the

return transaction. In addition, when a withdrawn-from-sale product is returned without a

receipt, the price displayed on the POS register is the latest selling price, (or the price printed

on the receipt if it is available.)

11. To allow customers to return the item for any reason, select the Allow Return checkbox. Leave

this checkbox unchecked for non-returnable items, such as bathing suits and undergarments.

12. If the item is eligible to be purchased via a pending transaction, select the Allow Layaway

checkbox.

13. To prompt an operator to verify a price before selling the item, select the Verify Price checkbox.

The operator must key in a price, or press Enter to confirm it.

14. To prompt an operator to enter a price before selling or returning the item, select the Prompt For

Price checkbox.

15. To prompt an operator to enter a quantity before selling or returning the item, select the Quantity

Required checkbox.

16. If you want department attributes to override item attributes for the item, select the Use

Department Settings checkbox.

17. In the Minimum Price field, type the minimum price for the item. When an operator enters a

price for the item at the POS register, it is verified against the limit specified in this field.

18. In the Maximum Price field, type the maximum price for the item. When an operator enters a

price for the item at the POS register, it is verified against the limit specified in this field.

24

Item maintenance

19. To allow an operator to enter zero as the price for the item, select the Allow Zero Price

checkbox.

20. If the item can be sold in quantity, select the Allow Quantity checkbox.

21. In the Sell Customer Profile ID field, type the ID of the profile indicating the prompts that

should be issued when the item is sold.

22. In the Return Customer Profile ID field, type the ID of the profile indicating the prompts that

should be issued when the item is returned.

23. From the Tax Group drop-down list, select the tax group for the item.

Defining item attributes

Names and values for additional attributes that are defined in the Configurator can be added to an item

in the Item Attributes section of the Item Maintenance window. For example, an attribute name

“color” could be defined with such values as “red”, “blue”, and “green”. Similarly, an attribute name

“Foodstamp”, or “Rental” could be defined with the values “Yes” and “No”. For additional

information on items, refer to the SAP Enterprise POS Configurator User Guide.

Note: A maximum of three attributes can appear on the Item Maintenance window. However, if

required, you can add more than three attributes, as described below.

To add attributes to an item:

1. In the Item Attributes section of the Item Maintenance window:

a) To add the first attribute, in the Item Attribute Name1 field, type the name of an attribute,

and in the Item Attribute Value1 field, type the value of the attribute.

b) If required, to add a second attribute, in the Item Attribute Name2 field, type the name of an

attribute, and in the Item Attribute Value2 field, type the value of the attribute.

c) If required, to add a third attribute, in the Item Attribute Name3 field, type the name of an

attribute, and in the Item Attribute Value3 field, type the value of the attribute.

2. If you need to add more than three attributes, click Save, search for the item again, and then

repeat this procedure. The three most recently added items always appear in the Item Attributes

section.

To delete an attribute from an item:

� In the Item Attributes section of the Item Maintenance window, clear the contents of the

applicable Item Attribute Value field only, not the corresponding Item Attribute Name field,

and then click Save.

Defining sell and return required data

Use this procedure if particular information must be collected when an item is sold or returned.

To define required sell and return information:

� In the Sell Required Data and Return Required Data section of the Item Maintenance window,

select the appropriate checkboxes, for example:

� Last Name: the last name of the customer

� First Name: the first name of the customer

� Warranty: applies only if the item has a warranty

25

File Maintenance

� Serial #: the serial number of the item

� Check ID: enabled if the item has an age restriction (for example, alcohol, tobacco purchases)

Defining sell and return display messages

Sell and return display messages indicate item restrictions. Each checkbox is mapped to a document in

the lists.xml file. When an item with a sell or return display message is involved in a transaction, these

documents display to the operator as messages at the POS register.

To enable sell and return display messages:

� In the Sell Display Messages and Return Display Messages section of the Item Maintenance

window, select the appropriate checkboxes. For example:

� QA Recall Message: the item is no longer allowed to be sold due to a defect of some sort

such as damage, or a safety related issue.

� Limit Message 1 - 9: any message can be linked to these checkboxes. An example of how this

feature can be used is when you want to limit the quantity of the item that can be sold per

transaction to 1, 2, 3, ... 9. A pop-up window acts as a reminder to the operator that a limited

quantity can be sold and gives the operator the option to adhere to the restriction, or ignore it.

Defining link items

To define link items:

� In the Item Links section of the Item Maintenance window, in the Item Key field, type the

merchandise identifier, and from the Item Key Type drop-down list, select PLU.

26

POS Manager Reports

This section describes how to work with the reports available in POS Manager.

Topics include:

� “Running reports” on page 27

� “Running the Sales report” on page 29

� “Running the Sales Analysis report” on page 31

� “Running the Layaway report” on page 33

� “Running the Tender report” on page 35

� “Running the Item Movement report” on page 37

� “Running the Non-Merchandise report” on page 40

� “Running the Register Summary report” on page 41

� “Running the Discount report” on page 42

� “Running the Paid In/Out report” on page 45

� “Running the Item Grouping Sales report” on page 48

� “Running the Weekly Short/Over report” on page 50

� “Running the Exception report” on page 52

Running reportsTo run a report, you begin by selecting the report from the Reports Menu, and then specifying report

criteria, such as a date range or register ID, that POS Manager uses to gather information and generate

the report. When you click Run Report, the report appears. You can then print the report, and in

some cases, view more detailed reports.

Note: The titles, number of signature lines that appear, and other aspects of many of the POS Manager

reports can be customized and may therefore, not appear exactly as shown in this guide. For additional

information, refer to the SAP Enterprise POS Configurator User Guide.

Selecting report criteria

The report criteria you select determine the information that the report contains. You select report

criteria in each report’s criteria window. The criteria windows provide you with choices that are

appropriate for each report.

27

POS Manager Reports

Previewing and printing reports

You can change the width of the report criteria and report windows that appear to the right of the

main POS Manager menus. This can be useful if you want to see more of the report information and

less of the menus.

To resize a POS Manager window:

� Using your mouse, move the pointer over the vertical scroll bar separating the menus on the left

from the report window on the right. When the pointer changes shape, left-click, and then drag

the scroll bar to the left or right to suit your viewing preference.

After running a report you can preview it for printing to ensure that the layout is appropriate.

To preview and print a report:

1. On your browser’s main menu bar located at the top of your window, click File and then Print

Preview.

2. Use the controls in the menu at the top of the Print Preview window to customize your printing

layout, and then click Print.

Alternatively, while viewing a report, click Print Report and edit your printer parameters in the Print

window.

Report groups

Report groups are defined in the Configurator application in the Report Group Configuration

component. Once configured, these groups appear in the Report Groups section of the Reports

window. You can automatically generate, save, and print the reports that belong to Report Groups.

For example, your organization may require that specific reports be generated and printed at the end of

every day. An end of day type of report group defined in the Configurator could consist of a Sales

report, a Discount report, and a Tender report. For more information on Report Groups, see the SAP

Enterprise POS Configurator User Guide.

To generate and print report groups:

1. To view the list of reports that belong to a report group, click on the report group link in the

Name column. After you click Run Report, click the report group link to view the current

contents of each report in the group.

2. To set the report group for printing, check the Print checkbox adjacent to the report group name.

3. In the Configurator application, each report is configured to print a specific number of times. To

print the entire report group a set number of times, type this number in the # Copies field. If

some or all of the reports in the report group are set to print two times for example, and you

specify in the # Copies field that you want two copies of the report group to print, then four

copies of the reports set to print two times will print.

4. Check the Save checkbox for the report group settings to be saved in the database for printing at

a later date.

5. To run the reports in the report group and print/save the report group, click Run Report.

28

Running the Sales report

Running the Sales reportThe Sales report lists sales information for specified stores based on criteria that you provide in the

Sales Report Criteria window.

To run a Sales report:

1. On the Reports menu, click Reports Menu. A list of reports appears.

2. Click Sales. The Sales Report Criteria window appears.

Note: To return the report query criteria to their default values at any time, click Reset Criteria.

3. Beside Business Day in the Query Criteria section, to define the day or range of days to be

included in the report, from the Query Method drop-down list select one of: Current Business

Day, Previous Business Day, Selected Business Day, Business Day Range, or Week Ending Day.

4. Based on the Query Method you selected, use the Selected Value(s) and From/To Values

fields to complete your Business Day selection as required.

5. Beside Register, do one of the following:

� To include all registers in the report, click All.

� To include a particular register only, click Selection, and then in the Selected Value(s) field,

type a register ID.

6. Beside Operator, do one of the following:

� To include all operators in the report, click All.

� To include a particular operator only, click Selection, and then in the Selected Value(s) field,

type an operator ID.

29

POS Manager Reports

7. Click Run Report. The Sales Report appears.


� To print the report, click Print Report.

� To return to the Sales Report Criteria window, click Close.

30

Running the Sales Analysis report

Running the Sales Analysis reportThe Sales Analysis report provides more detailed information about the sales of items. POS Manager

compiles the Sales Analysis report based on the same criteria you choose for the Sales report.

To run a Sales Analysis report:


2. Click Sales Analysis. The Sales Analysis Report Criteria window appears.









� To include a particular register only, click Selection, and then in the Selected Value(s) field,

type a register ID.





31

POS Manager Reports

7. Click Run Report. The Sales Analysis Report appears.



� To return to the Sales Analysis Report Criteria window, click Close.

32

Running the Layaway report

Running the Layaway reportThe layaway report is run for pending transactions.

To run a Layaway report:


2. Click Layaway. The Layaway Report Criteria window appears.


3. To include layaway payment schedules in the report, beside Include Payment Schedule click

Yes. To omit the payment schedule from the report, click No.

4. Beside Secured Data Mode, based on the authorization of the security group to which your user

ID belongs, to define how sensitive information that has been marked as secure data should be

handled in the report, do one of the following:

� To conceal sensitive information, for example using asterisks, click Masked.

� To show sensitive information, click Exposed.

5. Beside Layaway Status, to include layaway transactions with:

� all statuses, click All.

� a specific status, click Selection, and then from the Selected Value(s) drop-down list, select

the type of transaction to be included in the report.

6. Beside Layaway Number, to include:

� a specific layaway transaction in the report, from the drop-down list, select Selection, and

then in the Selected Value(s) field, type the transaction number.

� a range of layaway transactions, from the drop-down list, select Range, and then in the

From/To Values fields, type the range of pending transaction numbers.

33

POS Manager Reports

7. Beside Show Overdue Pickups Only, to include:

� only layaway transactions that are overdue for pickup, click Yes.

� layaway transactions that may or may not be overdue for pickup, click No.

8. Beside Customer Number, to include layaway transactions for:

� all customer numbers, click All.

� a single customer number, click Selection, and then in the Selected Value(s) field, type a

customer number.

9. Beside Include Delinquent, to include layaway transactions that have been delinquent for:

� any number of days, click All.

� a specific number of days, click Days, and then in the Selected Value(s) field, type a number.

10. To include only layaway transactions that were assigned a bin number location by the operator,

from one or more of the Bin Location # drop-down lists, click Assigned, and then in

11. Click Run Report. The Layaway Report appears.



� To return to the Layaway Report Criteria window, click Close.

34

Running the Tender report

Running the Tender reportThe Tender report provides information about tender usage, including the number of transactions

using the tender, tender totals, and till reconciliation results. Tender report data are based on retail

transactions performed at the POS and on tender administration transactions, such as pickups and

loans, that can be performed at either the POS or using POS Manager. For additional information

about this report, refer to “Understanding the Tender report” on page 37.

Note: For Tender reports, when the tills are accounted by cashier, the till's ownership takes

precedence over the actual operator performing the tender management transaction at POS Manager.

However, when the tills are accounted by register, the till's ownership takes precedence over the actual

'POS Manager' register. For example, if the store tills are accounted by cashier, when manager 222 uses

POS Manager to create a till for cashier 111, and floats it with $200.00, then this loan amount will be

included in the Tender report run for operator 111. Therefore, the Operator selected when running the

Tender report is the till operator, rather than the operator performing the transaction. However,

running the Tender report for 'POS Manager' register will show loan and pickup amounts for all loan/

pickup transactions performed at POS Manager. In this case, because the Tender report is dealing with

tills only, all other amounts will be zero.

To run a Tender report:


2. Click Tender. The Tender Report Criteria window appears.


3. Beside Grouping in the Report Options section, to define how you want the information in the

report to be organized, click one of Single Report, By Operator, or By Register.







� To include all registers in the report, leave the field blank.

35

POS Manager Reports

� To include a specific POS register only, from the drop-down list, click POS Register, and

then in the corresponding Selected Value(s) field, type a register ID.

� To include transactions performed using POS Manager only, click POS Manager.



� To include a specific operator only, click Selection, and then in the corresponding Selected

Value(s) field, type an operator ID.

8. Click Run Report. The Tender report appears with the local currency first; if there is foreign

currency to report on then it is shown in a separate section of the report.



� To return to the Tender Report Criteria window, click Close.

36

Running the Item Movement report

Understanding the Tender report

The following table describes the calculations used for this report. Note that the Tender report does

not include void totals or voided records for any function type.

Running the Item Movement reportThe Item Movement report allows you to analyze and track merchandise movement, and sales trends.

It provides details about merchandise movement in and out of your store.

To run an Item Movement report:


Column Description

Tender The tender item.

Received The total of all tenders received using the “Tender Payment” function type.

Shows the number of tender items received and the total received value.

Refunded The total of all tenders refunded using the “Tender Refund” function type.

Shows the number of tender items refunded and the total refunded value.

Reissued The tender total given as change when an overpayment was done using the

Tender Payment function when this tender is set as the change tender. (Only

tenders configured with the “Change in this tender is reported as Reissued”

parameter activated are included in this column.) Shows the number of tender

items reissued and the total reissued value.

Paid In The total of all Paid In transactions.

Paid Out The total of all Paid Out transactions.

Loans The total of all loans performed for tills that are started (set to a state of active)

within the criteria date range. Shows the number of loans and the total loans

value.

This column is only relevant if all tills are started and completed within the

criteria date range. For example, it would be relevant for tills that are always

closed at EOD when the report is run for a single date, or for tills that are always

closed on a given weekday when the report is run for that week ending date.

Pickups The total of all pickups performed for tills that are started (set to a state of

active) within the criteria date range. Shows the number of pickups and the total

pickups value.

This column is only relevant if all tills are started and completed within the

criteria date range. For example, it would be relevant for tills that are always

closed at EOD when the report is run for a single date, or for tills that are always

closed on a given weekday when the report is run for that week ending date.

Total Total (Received + Paid In + Loans) minus Total (Refunded + Reissued + Paid

Out + Pickups)

Actual Total results of all related till reconciliations

Short/Over Total minus Actual. Note that Short/Over values for foreign currencies are

listed below the local currency values

37

POS Manager Reports

2. Click Item Movement. The Item Movement Report Criteria window appears.







5. Beside Items, do one of the following:

� To include all items in the report, click All.

� To include a specific item only, click the Selection and then in the corresponding Selected

Value(s) field, type an item identification number.



� To include a specific register only, click Selection and then in the corresponding Selected

Value(s) field, type a register ID.





38

Running the Item Movement report

8. Click Run Report. The Item Movement report appears.



� To return to the Item Movement Report Criteria window, click Close.

39

POS Manager Reports

Running the Non-Merchandise reportThe Non-Merchandise report provides information on the activity involving non-merchandise items.

Typically, a non-merchandise item refers to charges for services such as alterations or telephone or

shipping charges.

To run a Non-Merchandise report:


2. Click Non-Merchandise. The Non-Merchandise Report Criteria window appears.

















40

Running the Register Summary report

8. Click Run Report. The Non-Merchandise report appears.



� To return to the Non-Merchandise Report Criteria window, click Close.

Running the Register Summary reportThe Register Summary report combines the Sales, Sales Analysis, and Tender reports, and includes

additional information about tender management and layaway payments. You can run the Register

Summary report for a selected register, or for an entire store.

Note: For an example and explanation of the Sales, Sales Analysis, and Tender reports portions of the

Register Summary report, refer to the sections in this guide corresponding to those reports.

To run a Register Summary report:


2. Click Register Summary. The Register Summary Report Criteria window appears.

41

POS Manager Reports









� To include a specific register only, from the drop-down list, click POS Register, and then in

the corresponding Selected Value(s) field, type a register ID.


6. Click Run Report. The Register Summary report appears with the following information below

the section showing the Sales report information.

Note: The Total Accountability value is calculated as: Gross Sales - Reductions

to Gross + Other Receipts - Other Reductions + Tender Management +

Layaway Payments - Layaway Sales.

This value should always equal the Total of the Total column on the Tender

Report.



� To return to the Register Summary Report Criteria window, click Close.

Running the Discount report The Discount report has two view types: a Summary view and a Detail view. The Discount Summary

Report window allows you to select individual discount types and view the details of that discount type

in the Discount Detail Report window.

To run a Discount report:


42

Running the Discount report

2. Click Discount. The Discount Report Criteria window appears.









6. Beside Discount, to select the discounts you want to include in your report, do one of the

following:

� To include all discounts, click All.

� To include a specific discount only, click Selection, and then from the Selected Value(s)

drop-down list, select a discount.







� To include a specific operator only, click Selection and then in the corresponding Selected


43

POS Manager Reports

9. Click Run Report. The Discount Summary Report appears.


� To print the Discount Summary Report, click Print Report.

� To return to the Discount Summary Report Criteria window, click Close.

� To view the details of one or more discount types, locate the type of discount you want the

details on and click the corresponding binoculars icon under View Details. The detail

Discount Report appears.

44

Running the Paid In/Out report

Note: The fields that appear on the report can be defined using the Reports

component of the Configurator application. For additional information, refer

to the SAP Enterprise POS Configurator User Guide.


� To print the Discount Report, click Print Report.

� To return to the Discount Summary Report, click Close.

Running the Paid In/Out reportThe Paid In/Out report contains information on the paid in/paid out transactions performed either at

the POS or using POS Manager.

The Paid In/Out report has two view types: a Summary view and a Detail view. The Paid In/Out

Report window allows you view the details of the paid in and paid out transactions.

To run a Paid In/Out report:


45

POS Manager Reports

2. Click Paid In/Out. The Paid In/Out Report Criteria window appears.


















8. Under Sort Criteria, beside Transaction Date, do one of the following:

� To display transactions with the oldest transaction dates first, click Oldest to Newest.

� To display transactions with the most recent transaction dates first, click Newest to Oldest.

46

Running the Paid In/Out report

9. Click Run Report. The Paid In/Out Summary Report appears.


� To print the Paid In/Out Summary report, click Print Report.

� To return to the Paid In/Out Criteria window, click Close.

� To view the paid in or paid out transactions, click the corresponding binoculars icon under

View Details. The detail Paid Out Report appears.

Note: The fields that appear on the report can be defined using the Reports

component of the Configurator application. For additional information, refer

to the SAP Enterprise POS Configurator User Guide.

47

POS Manager Reports



� To return to the Paid In/Out Summary Report window, click Close.

Running the Item Grouping Sales reportThe Item Grouping Sales report can be run when your item hierarchy consists of a single level or

multiple levels (up to 10). You can run this report to show sales information for all groups or for a

selected group from a specified item hierarchy level. The report can be broken down into lower levels.

To run an Item Grouping Sales report:


2. Click Item Grouping Sales. The Item Grouping Sales Report Criteria window appears.


3. Beside Break Down Depth, to indicate the depths of the report break-down, click 1, 2 or 3. Note

that the number of available options corresponds to the number or levels in the item hierarchy.

4. Beside Show Net Amount Only, to indicate whether or not net sales amounts only should be

shown, click Yes or No. Net sales amounts are calculated as follows: (Gross Sales - Sales

Discounts) - (Gross Returns - Returns Discounts).

5. Beside Include Store Totals, to indicate whether or not store totals should be included in the

report, click Yes or No.






8. From the drop-down list under Selected Value(s) beside Item Hierarchy Level, select one of

Department, Category, or Group.

48

Running the Item Grouping Sales report

9. Beside Item Group, do one of the following:

� To include all items in the Item Hierarchy Level, click All.

� To include selected items in the Item Hierarchy Level, click Selection, and then in the

Selected Value(s) drop-down list, make a selection.









12. Click Run Report. The Item Grouping Sales Report appears. Note that % of Total is shown only

if the report includes the store totals as indicated by the Include Store Totals report option.



� To return to the Item Grouping Sales Report Criteria window, click Close.

49

POS Manager Reports

Running the Weekly Short/Over report The Weekly Short/Over report shows the amount by which a register, operator, and safe are

unbalanced for each day of the week specified.

To run a Weekly Short/Over report:


2. Click Weekly Short/Over. The Weekly Short/Over Criteria window appears.


3. In the Selected Value(s) field, type or use the calendar button to specify the value for the Week

Ending Day.

50

Running the Weekly Short/Over report

4. Click Run Report. The Weekly Short/Over report appears.

Note: If store tills are accounted by operator, the Register section of the report will always show zero

totals.



� To return to the Weekly Short/Over Report Criteria window, click Close.

444 Install User111 Test User222 Demo User

51

POS Manager Reports

Running the Exception reportThe Exception report enables you to analyze any transaction that is considered out of the ordinary,

such as a post void or transaction void. You can generate a summary or detail exception report.

To run an exception report:


2. Click Exception. The Exception Report Criteria window appears.









6. Beside Exception Type, do one of the following:

� To run the report for all defined exceptions, click All.

� To run the report for selected exceptions, click Selection, and then in the Selected Value(s)

drop-down list, select one of: No Sales, Returned Items, Non Scanned Items, Non Scanned

Items, Price Corrections, Item Voids, Transaction Voids or Post Voids.









52

Running the Exception report


� To display transactions with oldest transaction dates first, click Oldest to Newest.


10. Click Run Report. The Exception Report appears.

11. For details on a particular exception, under View Details, click the corresponding binoculars

icon. A detailed Exception Report appears.

53

POS Manager Reports

Note: The information displayed in the detail report is specific for each

exception type that you select. For example, if you select Post Void exceptions

to report on, then Trans Date, Register, Operator, Trans #, Amount Reason,

and Auth By appear. If you select Price Corrections exceptions, then

Description, Retail Amount, Sell Amount, and Override Amount are also listed

in the report.



� To return to the Exception Report window, click Close.

54

Tender Management

This section provides information about using the POS Manager Tender Management functions. The

tender management options involve the cashier tills and store safes, and include pick ups, balancing,

transferring, loans, and deposits. You can also track the contents of, and balance your store safes.

Topics include:

� “About the tender detail windows” on page 55

� “Working with tills” on page 56

� “Safe management” on page 68

� “Running the Tender Transactions report” on page 80

About the tender detail windowsThe Configurator application defines whether or not tender amounts for certain currencies can be

specified in denominations of bills and coins. Your POS Manager may be configured to allow you to

specify tender amounts in lump sums only, or in a combination of lump sums and denominational

quantities.

55

Tender Management

The content of the window that appears when you click the Details button on many of the tender

management menu options will depend on which of these configurations is defined. For example, if

your POS Manager is configured for denominations, when you perform a loan and you click Details

on the Loan window, the following detail window appears.

For each denomination of the tender you are including, use the corresponding Quantity field to type

the required quantity. The corresponding Extended Amount and Total fields are calculated

automatically.

When you are including amounts for non-denominational tenders, or for cheques or pre-counted cash,

use the Lumpsum Amount field to type an amount. If more than one lump sum is required, click

Add Row. An additional field appears below the current Lumpsum Amount. If you need to delete a

Lumpsum Amount, click the corresponding Delete button.

When the total amounts are correct, to return to the previous window, click Submit.

Working with tillsThis section includes procedures for viewing the information about the cashier tills, for creating new

tills, for performing loans and pickups, and for balancing tills.

Listing tills using the Tills report

Use the Tills report to list summary information for all or a selected set of tills, and to perform

additional actions for specific tills.

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Working with tills

To run the Tills report:

1. On the Tender Management menu, click Tills. The Tills Report Criteria window appears.

2. To define the day or range of days to be included in the report, from the Query Method

drop-down list beside Business Day, select one of: Current Business Day, Previous Business

Day, Selected Business Day, Business Day Range, or Week Ending Day.


drop-down lists to complete your Business Day selection as required.

4. Beside Till Status, do one of the following:

� To include all tills in the report, regardless of their status, click All.

� To include only tills with a particular status, click Selection, and then in the Selected

Value(s) drop-down list, select one of: Cashier Signed-On, Unbalanced, Balance in Progress,

or Reconciled.


� To include tills for all operators in the report, click All.

� To include the till for a particular operator only, click Selection, and then in the Selected

Value(s) field, type the operator number for the operator.

6. Click Run Report. The Tills Report appears.

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Tender Management


� To update the information on the Tills Report, click Refresh.

� To print the Tills Report, click Print Report.

� To return to the Tills Report Criteria window, click Close.

Creating a new till

Creating a new till allows you to give a loan to an operator before the operator actually signs on to a

POS register. Note that the type of till is configured in the Configurator application. For more

information on configuring the till type, see the SAP Enterprise POS Configurator User Guide.

To create a till:

1. On the Tender Management menu, click Create New Till. The New Till window appears.

Note: The fields appearing on this window depend on how the till type is

configured in the Configurator application. The New Till Type parameter in the

Configurator can be set to either By Operator or By Register.


� If the Operator field appears, type the user ID for the operator. Any register this operator

signs on to will automatically pick up the till created here.

� If the Register field appears, type the number for the register. Any operator that signs on to

this register will be assigned the till created here.

3. Click Create Till. The Loan window appears.

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Working with tills

4. For each tender to be loaned to the till, do one of the following:

� To enter a single lump sum amount, in the corresponding Amount field, type the amount of

the tender to be loaned.

� To enter multiple lump sum amounts or individual denomination quantities, click Details, and

then use the detail window as described in “About the tender detail windows” on page 55.


� To cancel the loan, click Cancel. The loan is not performed and all tenders are returned to

their original location.

� To proceed with the loan, click Complete Transaction, and then when prompted to confirm

the action, click OK. A loan window appears from which you can print the results, or void the

transaction.

Performing a loan

A loan is the amount of a tender that is removed from the store’s safe and placed in a cash drawer for

use by the POS operator to make change during the day or shift. A loan is often referred to as a float.

When you complete a loan transaction, the loaned amount is automatically added to the operator or

register amount and is removed from the safe’s contents. If a till’s status is Reconciled you cannot

perform a loan.

To enter a new loan:

1. Run a Tills report for the till for which you want to enter a loan, and then click the corresponding

Loan icon. The Loan window appears listing the tender types that are eligible for a loan.

2. For each tender to be included in the loan, do one of the following:


the tender to be loaned.




� To cancel the loan, click Cancel. The loan is not performed and all tenders are returned to

their original location.

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Tender Management

� To proceed with the loan, click Complete Transaction, and then when prompted to confirm

the action, click OK. A Loan window appears showing details of the loan.


� To void the loan, click Void Transaction.

� To print the Loan window, click Print.

� To return to the Tills Report, click Close.

Performing a pickup

A pickup is the removal of tender from an operator’s drawer during the day. Usually a pickup is

performed for security reasons so that a cash drawer does not contain large amounts of currency. If a

till’s status is Reconciled, you cannot perform a pickup.

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Working with tills

To perform a pickup:

1. Run a Tills report for the till for which you want to perform a pickup, and then click the

corresponding Pickup icon. The Pickup window appears listing the tender types that are eligible

for pickup.

2. For each tender to be included in the pickup:


the tender to be picked up.




� To cancel the pickup, click Cancel. The pickup is not performed and all tenders are returned

to their original location.

� To proceed with the pickup, click Complete Transaction, and then when prompted to

confirm the action, click OK. A Pickup window appears showing details of the pickup.

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Tender Management


� To void the pickup, click Void Transaction.

� To print the Pickup window, click Print.


Balancing a till

Balancing ensures that the amount of tender in a cash drawer matches the tender that should be there

based on the sales and other transactions at the POS register, including completed loans and

completed pickups.

The POS Manager calculates the system amount of a tender. You enter the actual amount. The POS

Manager compares the two figures and determines if the cashier or till are balanced.

You cannot balance a till when it is in use. When you run a Tills report, the icon in the Balance column

for tills that have already been reconciled changes to binoculars, indicating that the Till Reconciliation

report is available. For more information, see “Running a Till Reconciliation report” on page 64.

To balance a till:

1. Run a Tills report for the till you want to balance, and then click the corresponding Balance icon.

The Till Balance window appears.

2. For each tender to be balanced:


the tender to be balanced.


then use the detail window as described in “About the tender detail windows” on page 55


� To save the balance information without approving it, click Save Incomplete Balance. This

can be useful when you want to balance a till in multiple steps and complete the reconciliation

at a later time.

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Working with tills

� To approve and save the balance, click Complete Reconciliation. The completed Till

Balance window appears.

The POS Manager calculates the expected amounts for each tender. If blind balancing is disabled,

the tender amounts are automatically displayed in the System column. If blind balancing is

enabled, the System column is blank thereby allowing an unbiased till balance to be performed.

The POS Manager compares the Actual and System amounts and determines if they are

balanced. Any difference between the two totals appears in the Short/Over column.

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Tender Management

Running a Till Reconciliation report

Once a till has been reconciled, you can view details of the till using the Reconciliation report.

To run a Till Reconciliation report:

1. Run a Tills report for the till you want to include in the Till Reconciliation report, and then click

the corresponding binoculars icon below Balance. The Till Reconciliation window appears.


� To void the reconciliation, click Void Transaction.

� To print the Till Reconciliation report, click Print.


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Working with tills

Running a Till Status report

You can run and view a status report for each till. In addition to the store name and number, the status

report for the till shows if the till is balanced, unbalanced, approved and so on.

To run a Till Status report:

1. Run a Tills report for the till you want to include in the status report, and then click the

corresponding Status Report icon. The Till Status Report window appears.


� To print the Till Status report, click Print Report.


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Tender Management

Checking a till’s contents

From time to time, you may want to run checks on the contents of a till to prevent fraudulent activity

and ensure that an operator’s tenders are all accounted for.

To check the contents of a till:

1. Run a Tills report for the till for which you want to check the contents, and then click the

corresponding Check icon. The Till Check window appears.

2. For each tender to be checked:


the tender to be checked.


then use the detail window as described in “About the tender detail windows” on page 55


� To cancel the till check, click Cancel. The transaction is not performed and all tenders are

returned to their original location.

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Working with tills

� To proceed with the till check, click Complete Transaction, and then when prompted to

confirm the action, click OK. A Till Check window appears from which you can print the

results.

The POS Manager calculates the expected amounts for each tender and automatically displays

them in the System column. The POS Manager compares the Actual and System amounts and

determines if they are balanced. The difference between the two totals appears in the Short/Over

column.


� To print the Till Check report, click Print.


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Tender Management

Safe managementThe safe management features enable you to keep track of tenders that are not accounted for in a till.

Tenders are moved back and forth between the tills and the safes, between the safes and external

sources, and between the safes. Your head office uses the SAP Enterprise POS Configurator to

determine how a safe is configured for your store—whether you have no safes, one safe, or two safes.

Note: Well known function (WKF) permissions for the POS Manager must be granted to perform

safe management functions. Permissions are configured in the Configurator application. See the SAP

Enterprise POS Configurator User Guide for further information.

Safe management consists of:

� “Performing a safe withdrawal” on page 68

� “Performing a safe deposit” on page 71

� “Performing safe paid in and safe paid out functions” on page 73

� “Balancing a safe” on page 75

� “Adjusting a safe” on page 77

� “Running a Safe Content report” on page 79

Safe management functions include transfers, withdrawals, deposits, balances, audits, loans, floats, and

pickups. With the exception of safe balances, each safe management procedure can be voided, if

required.

The data that you enter into the safe management fields are automatically validated. For example, all

amounts are automatically rounded to two decimal places. Values are checked to ensure that they are

correct against how the tenders are configured in the Configurator (see the SAP Enterprise POS

Configurator User Guide for more information). For example, you can enter negative amounts when

balancing the transaction (such as in VISA refunds) if that tender has the negative flag in Configurator.

Performing a safe withdrawal

Tender is taken out of the store’s safe and deposited into the bank. When you process a safe

withdrawal using the POS Manager, the tender amounts are removed from the safe’s contents.

Your head office uses the Configurator to define the tenders, default tender amounts, and tender

thresholds that are eligible for safe withdrawal transactions.

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Safe management

To deposit funds from the safe into the bank:

1. On the Tender Management menu, click Safe Management. The Safe Management Menu

window appears.

2. On the Safe Management Menu window, click the icon beside Banking. The Banking window

appears.

3. Beside Slip Number and Bag Number, type the numbers of the deposit slip and bag.

4. For each tender to be deposited into the bank, do one of the following:


the tender to be withdrawn.




� To cancel the safe withdrawal, click Cancel. The withdrawal is not performed and all tenders

are returned to their original location.

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Tender Management

� To proceed with the safe withdrawal, click Complete Transaction, and then when prompted

to confirm the action, click OK. A Banking window appears showing details of the

transaction.


� To void the Banking transaction, click Void Transaction.

� To print the Banking window report, click Print.

� To return to the Safe Management Menu window, click Close.

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Safe management

Performing a safe deposit

To deposit funds into the safe:


window appears.

2. On the Safe Management Menu window, click the icon beside Add to Safe. The Add to Safe

window appears.

3. For each tender to be deposited into the safe, do one of the following:


the tender to be deposited.




� To cancel the safe deposit, click Cancel. The deposit is not performed and all tenders are

returned to their original location.

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Tender Management

� To proceed with the safe deposit, click Complete Transaction, and when prompted to

confirm the action, click OK. An Add to Safe window appears showing details of the deposit.


� To void the Safe Deposit transaction, click Void Transaction.

� To print the Add to Safe window report, click Print.


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Safe management

Performing safe paid in and safe paid out functions

Safe paid in moves tenders into the safe from an external location, while safe paid out moves tenders

out of the safe to an external location. A list of eligible tenders appears from which you can choose a

tender to be paid in or paid out. Paid in and paid out activities can also be performed at the POS

register by an operator with the requisite permissions. When these safe functions are performed at the

POS register, the operator enters the VAT amount and Gross Amount; the Gross Amount is not

automatically calculated the same way it is when this function is performed using the POS Manager. A

data form is used when a paid in or paid out is performed at the POS register. Data forms are

configured in the Configurator application. For further information, see the SAP Enterprise POS


To move tenders into and out of the safe:


window appears.

2. On the Safe Management Menu window, click the Paid In or Paid Out icon. The Safe Paid In or

Safe Paid Out window appears.

Note: The Comments field is the only field that is optional, all others must

contain information.

3. From the GL Code drop-down list, select a GL Code. Note that the GL Code list is different for

paid in and paid out functions.

4. If you have comments related to this paid in or paid out procedure, type them in the Comments

field.

5. For each tender to be paid in or paid out:


the tender to be paid in or paid out.




� To cancel the paid in or paid out safe transaction, click Cancel.

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Tender Management

� To complete the paid in or paid out safe transaction, click Complete Transaction, and when

prompted to confirm the action, click OK. A Safe Paid In or Safe Paid Out window appears

showing details of the transaction.


� To void the transaction, click Void Transaction.

� To print the window report, click Print.


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Safe management

Balancing a safe

Balancing a safe ensures that the amount of tender in the safe matches the amount of tender that

should be in the safe, based on the completed loans, pickups, withdrawals, and deposits that have been

performed.

The POS Manager compares the actual amounts you enter with the system amounts, and determines if

the safe is balanced. A discrepancy report is generated showing which tenders, if any, are short or over.

To balance a safe:


window appears.

2. On the Safe Management Menu window, click the Safe Balance icon. The Safe Balance window

appears.

3. For each tender that you want to balance, do one of the following:


the tender to be balanced.




� To cancel the safe balancing, click Cancel.

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Tender Management

� To proceed with the balancing, click Complete Transaction, and when prompted to confirm

the action, click OK. The Safe Balance window appears showing details of the transaction.

The POS Manager calculates the expected amounts for each tender. If blind balancing is disabled,

the tender amounts are automatically displayed in the System column. If blind balancing is

enabled, the System column is blank.


� To print the Safe Balance window, click Print

� To adjust the tender amounts in the safe, click Adjust Safe, and then follow the procedures in

“Adjusting a safe” on page 77 beginning at step 3.


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Safe management

Adjusting a safe

Adjusting a safe means that you are changing the tender amounts in the safe. You may want to adjust a

safe if, for example, you are balancing the safe at the end of the week.

To adjust a safe:


� Follow the procedure for “Balancing a safe” on page 75, and then in step 5, click Adjust Safe.

� On the Tender Management menu, click Safe Adjustment.

The Safe Adjustment window appears.

Note: If you clicked Adjust Safe on a completed Safe Balance window, the values appearing in the

Actual Amount column are the same as those in the Actual column of that window. However, if you

clicked Safe Adjustment on the Safe Management menu, these values are the same as those in the

System Amount column of that window.

2. For each tender to be adjusted, do one of the following:


the tender to be adjusted.




� To cancel the safe adjustment, click Cancel.

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Tender Management

� To proceed with the safe adjustment, click Complete Transaction, and when prompted to

confirm the action, click OK. The Safe Adjustment window appears showing details of the

transaction.


� To print the Safe Adjustment window, click Print.


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Safe management

Running a Safe Content report

The safe content report shows the current contents of the safe.

To run a Safe Content report:


window appears.

2. On the Safe Management Menu window, click the Safe Content Report binoculars icon. The

Safe Content window appears.


� To print the Safe Content window, click Print Report.


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Tender Management

Running the Tender Transactions reportThe Tender Transactions report shows a summary and details of the tender management transactions

that have been performed at the POS or the POS Manager.

To run a Tender Transactions report:

1. On the Tender Management menu, click Transaction Report. The Tender Transactions Report

Criteria window appears.







4. Beside Transaction Date, to define the transaction dates to be included, from the Query

Method drop-down list, do one of the following:

� To include all transaction dates, leave the field blank.

� To include transactions for today only, select Current Day.

� To include specific transaction dates only, select either Selection or Range, and then use the

Selected Value(s) and From/To Values fields to complete your selection as required.

5. Beside Transaction Type, to define the transaction types to be included, from the Query

Method drop-down list, either select All, or select Selection and then from the Selected

Value(s) list, choose a transaction type.



� To include a specific POS register only, from the drop-down list, click POS Register, and

then in the corresponding Selected Value(s) field, type a register ID.




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Running the Tender Transactions report



8. Click Run Report. The Tender Transactions Report appears.


� To return to the Tender Transactions Report Criteria window, click Close.

� To update the data on the report, click Refresh.


� To see details for a specific transaction, click the corresponding binoculars icon. The detail

report appears. For example if you click the binoculars icon adjacent to a Safe Withdrawal

transaction, the Safe Withdrawal window appears from which you can void the transaction, or

print the detail report.

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Tender Management

Running the Safe Audit reportThe Safe Audit report shows the transactions that affect safe totals. This report also links to detail

transaction windows that can be used for further investigation.

To run a Safe Audit report:

1. On the Tender Management menu, click Safe Audit. The Safe Audit Report Criteria window

appears.







4. Beside Transaction Date, to define the transaction dates to be included, from the Query

Method drop-down list, do one of the following:

� To include all transaction dates, leave the field blank.

� To include transactions for today only, select Current Day.

� To include specific transaction dates only, select either Selection or Range, and then use the

Selected Value(s) and From/To Values fields to complete your selection as required.

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Running the Safe Audit report

5. Click Run Report. The Safe Audit Report appears.

Note: The Safe Total is the sum of the face values of all tenders within the

transaction. Currency exchange rates are not considered.


� To return to the Safe Audit Report Criteria window, click Close.


� To see details for a specific transaction, click the corresponding binoculars icon. The detail

report appears. For example if you click the binoculars icon adjacent to a Pickup transaction,

the Pickup window appears from which you can void the transaction, or print the detail report.

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Tender Management

84

Manager Functions

This section describes how to perform the manager functions available in the POS Manager.

Topics include:

� “Opening and closing the store” on page 85

� “Monitoring registers” on page 87

� “Viewing the transaction log” on page 88

� “Running the Receipt Archive report” on page 91

� “Resetting the store’s business date” on page 94

Opening and closing the store

Opening the store

To open the store:

1. On the Manager Functions menu, click Open Store. The Open Store window appears.

Note: If the store is already open, a message appears indicating the store’s

status.

2. In the Business Day field, type or use the calendar icon to select the correct date.

3. Click Open Store. A confirmation message appears.

Closing the store

Before a store can be closed, all POS operators must be signed off, all POS registers must be closed,

there can be no remaining suspended transactions open, and all transactions must be posted to the

TLog. (Your store may be configured to close all POS registers automatically when you close the

store.)

If you attempt to close the store when one or more of these prerequisites have not been met, the

following information may appear.

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Manager Functions

� Registers that are still open are listed by Register ID, Status, and Operator ID.

� Unreconciled Tills are listed by Business Day, Operator name and number, Start Date/Time, and

End Date/Time.

� Open suspended transactions are listed by Register ID, Transaction Number, and the Date and

Time. If the handling of suspended transactions is configured in the Configurator application to

Disallow Close, then Disallow Close Store appears and the store cannot close until the

suspended transactions are closed. If suspended transactions are configured to Auto Clear, then

the suspended transactions will automatically be cleared and allow the store to close. For more

information on the handling of suspended transactions and configuring store operations, see the

SAP Enterprise POS Configurator User Guide.

� The number of outstanding transactions that are not posted to the TLog.

To close the store:

1. On the Manager Functions menu, click Close Store. The End of Day Status window appears.


� If no conditions exist that prevent the store from being closed, as indicated in the example

above, to proceed with the closing of the store, click Close Store.

� If there are Unreconciled tills and you want to proceed with closing the store, click the Bypass

checkbox, and then click Close Store. (If additional conditions still exist that prevent the store

from being closed, then Retry Close Store appears in place of Close Store.)

� If some transactions have not been posted, and you want to continue with the store closing,

wait a few minutes, then click Retry Close Store.

� If any registers or suspended transactions are still open, if some transactions have not been

posted, or if there are Unreconciled tills and you want to reconcile them before closing the

store, click Cancel to close the window.

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Monitoring registers

Monitoring registersUse the POS Status report to display a report showing the current status of all registers in your

organization. You can also monitor details of the activity occurring on individual registers.

To run a POS Status report:

1. On the Manager Functions menu, click POS Status. The POS Status Report window appears.

The POS Status Report window shows the following information for each store register:

� Register: register number

� Status: register status; Closed, Open, Signed On, Training, or Locked

� Drawer: drawer assigned to the cashier

� User Status: status of the operator who is current signed on; Active or Locked

� User: ID and name of operator who is currently signed on

� Pickup Status: Tender totals for open or active tills assigned to the register are compared to

the actual till amount of the tender’s Pickup Warning Amount defined in the Configurator

application, and to the store’s configured Pickup Status Warning Percent.

� A red indicator appears if any of the till tender amounts is greater than the configured

pickup warning amount set for that tender.

� An amber indicator appears if any of the till tender amounts approaches the configured

warning amount set for that tender, but within the Pickup Status Warning Percent.

� A green indicator appears if none of the till tender amounts approaches the configured

warning amount set for that tender and are not within the defined percentage.


� The status information is updated every three seconds. To update the information at any time,

click Refresh.

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Manager Functions

� If the security group for your user ID has been configured with the required permission, you

can view details of the register activity occurring in real time. To monitor the register, click

Monitor. For more information on configuring permissions, see the SAP Enterprise POS


Viewing the transaction logThe transaction log (TLog) database is an electronic journal that contains information about most

transactions performed at POS registers. It can be used for balance enquiries, employee monitoring,

and customer service issues. For example, the TLog can be monitored to determine if an employee is

following store procedures, or when a customer has a dispute about whether they were charged the

correct amount on their credit card for an item they purchased the previous day. In this case, the store

manager can search the TLog for all of the previous day’s transactions to determine if the proper

amount was charged on that particular credit card number.

The TLog can be accessed at the corporate level and at the store level. If you are viewing the TLog at

the store level, then you have access to local information at your store. If you are at the corporate site,

you can view data for the entire corporate hierarchy, one site at a time. You can also print transaction

information from the TLog.

Note that the above functionality requires that you have permission to access it and that your version

of POS Manager supports it. For more information, see the SAP Enterprise POS Configurator User Guide.

Running the Electronic Journal report

Use the Electronic Journal report to search for and view selected transactions in the Tlog.

To run the Electronic Journal report:

1. On the Manager Functions menu, click Electronic Journal. The Electronic Journal Report

Criteria window appears.

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Viewing the transaction log


2. Beside Report Type in the Report Options section, click either Summary or Detail. (For

additional information on the Detail option, see “Viewing the Detail Electronic Journal report”

on page 91.)

3. Beside Operating Mode, click either Regular or Training.

4. Beside Secured Data Mode, based on the authorization of the security group to which you user





5. Beside Fetch Size, to select the number of transactions that you want to view, from the

drop-down list, select a number.

6. If you have permission to view information on stores other than the one to which you belong,

beside Store, in the Selected Value(s) field type a store ID.




8. Based on the Query Method you selected, use the Selected Value(s) and From/To Values fields

to complete your Business Day selection as required.

9. Beside Transaction Type, from the drop-down list, do one of the following:

� To include transactions of all transaction types, click All.

� To include transactions of a particular transaction type only, click Selection, and then in the

Selected Value(s) field, select a transaction type.


� To include transactions for all registers, leave the field blank.

� To include transactions for a particular POS register only, click POS Register, and then in the

Selected Value(s) field, type a register ID.

� To include transactions for an imported POS register only, click Imported POS Register, and

then in the Selected Value(s) field, type a register ID.

� To include transactions performed using the POS Manager only, click POS Manager.

11. Beside Transaction Number, do one of the following:

� To include all transactions, leave the field blank.

� To include a specific transaction only, click Selection, and then in the Selected Value(s) field,

type a transaction number.

� To include a range of transactions, click Range, and then in the Selected Value(s) fields, type

the first and last numbers to be included.

12. Beside Layaway Number, do one of the following:

� To include all pending transactions, leave the field blank.

� To include a specific pending transaction only, click Selection, and then in the Selected

Value(s) field, type a transaction number.

� To include a range of pending transactions, click Range, and then in the Selected Value(s)

fields, type the first and last transaction numbers to be included.


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Manager Functions




14. Beside Transaction Total Amount, do one of the following:

� To include all transactions with any total amount, leave the field blank.

� To include transaction with a specific total amount only, click Selection, and then in the

Selected Value(s) field, type an amount.

� To include transactions with a range of total amounts, click Range, and then in the Selected

Value(s) fields, type the lowest and highest total transaction amounts to be included.

15. Beside Text Search, to include only transactions containing specific values in the Item Number,

Item Description, Tender Description, Card Number or VAT Code, click Yes, in the Target

drop-down list select a target, and then in the Text field, type an alphanumeric string.

16. Beside Signature Present, do one of the following:

� To include all transactions, regardless of whether or not a signature was captured, click All.

� To include only transactions for which a signature was captured, click Selection, and then

from the drop-down list, click Yes.

� To include only transactions for which a signature was not captured, click Selection, and then

from the drop-down list, click No.


� To display transactions with the oldest transaction dates first, click Oldest to Newest.


18. Click Run Report. If you selected Summary as the Report Type, the Electronic Journal summary

report appears.


� To print the summary report, click Print Report.

� To return to the Electronic Journal Report Criteria window, click Close.

� To view details for a particular transaction, under Details click the corresponding binoculars

icon. For more information and a sample, see “Viewing the Detail Electronic Journal report”

on page 91.

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Running the Receipt Archive report

Viewing the Detail Electronic Journal report

Use this procedure to view such information as the date and time that transactions were performed,

along with the associated operator and POS register IDs. This information is available from the

Electronic Journal report using either the Detail or Summary report type.

Note: Based on the WKF_SECURE_DATA_ACCESS permission setting, defined using the

Configurator application, sensitive data may or may not appear on the Electronic Journal Detail report

For more information on permissions, see the SAP Enterprise POS Configurator User Guide.

To view details of specific transactions:


� From the Summary type of the Electronic Journal Report window, locate the transaction for

which you want the details, and then under Detail, click the corresponding binoculars icon.

� Follow the procedure for “Running the Electronic Journal report” on page 88, in step 2, select

Detail, and then complete the remaining steps of the procedure.

The Electronic Journal Report appears showing details of one or more selected transactions.


� To view and print a receipt, click Receipts.

� To print the detail report, click Print Report.

� To return to the previous window, click Close.

� To reprint a transaction receipt, follow the procedure in “Viewing and reprinting transaction

receipts” on page 93.

Running the Receipt Archive reportUse the Receipt Archive report to retrieve old transaction receipts from the receipt archive. While the

Electronic Journal report allows you to view receipts from the Tlog archive, the Receipt Archive report

allows you to view all receipts from the receipt archive.

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Manager Functions

To run a Receipt Archive report:

1. On the Manager Functions menu, click Receipt Archive. The Receipt Archive Report Criteria

window appears.


2. Beside Secured Data Mode, based on the authorization of the security group to which your user





3. If you have permission to view information on stores other than the one to which you belong,

beside Store, in the Selected Value(s) field type a store ID.




5. Based on the Query Method you selected, use the Selected Value(s) and From/To Values fields

to complete your Business Day selection as required.


� To include transactions for all registers, leave the field blank.

� To include transactions for a particular POS register only, click POS Register, and then in the

Selected Value(s) field, type a register ID.

� To include transactions performed using the POS Manager only, click POS Manager.

7. Beside Transaction Number, do one of the following:

� To include all transactions, leave the field blank.

� To include a specific transaction only, click Selection, and then in the Selected Value(s) field,

type a transaction number.

� To include a range of transactions, click Range, and then in the Selected Value(s) fields, type

the first and last transaction numbers to be included.

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Running the Receipt Archive report





9. Click Run Report. The Receipt Archive Report window appears.


� To print the Receipt Archive report, click Print Report.

� To return to the Receipt Archive Report Criteria window, click Close.

� To view a transaction receipt, follow the procedure for “Viewing and reprinting transaction

receipts” on page 93.

Viewing and reprinting transaction receipts

Use this procedure to view and print details about a particular receipt, including the date and time that

the receipt was generated, the related transaction number, and the POS register and operator that

performed the transaction. You can view and print receipts from the Electronic Journal detail report

and from the Receipt Archive report.

Note: Receipts marked as containing exposed sensitive data can be viewed only by authorized users

who selected Exposed as the Secured Data Mode. Other users will be advised that the receipt contains

sensitive data and therefore, cannot be viewed.

To view a transaction receipt:


� From an Electronic Journal Detail report, locate the transaction for which you want to view

the receipt, then click Receipts.

� From a Receipt Archive report, locate the transaction for which you want to view the receipt,

and then under Receipts, click the corresponding binoculars icon.

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Manager Functions

The list of receipts available, if any, appears.

2. Beside the receipt you want to view, click View Receipt. The receipt appears.


� To print the receipt, click Print Report.

� To return to the Select the receipt window, click Close.

Resetting the store’s business dateUse this procedure to change the date on which the POS registers for the store are operating. When

you change the business date, the store must be open and the new date you select can only be one day

before or after the current system date.

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Resetting the store’s business date

WARNING! Resetting the store’s business date will affect the date associated with all subsequent

transactions performed at POS registers until the store is closed. Therefore, this procedure should be

used with extreme caution.

To reset the business date:

1. On the Manager Functions menu, click Reset Business Date. The Reset Business Date window

appears.

2. In the New Business Day field, type or use the calendar icon to select the date that you want the

store’s POS registers to start using.

3. Click Save.

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Manager Functions

96

Index

C

currency exchange rates

defining 16customer display

defining 15

D

denominated amounts 55deposits

bank 68safe 71

discounts

Discount report 42

E

employee files

adding 8changing status 10managing 7modifying 10searching 7

employee groups 9employee name

print format 9

F

floats. See loans

I

items

adding and editing 23attributes 25general information 24link 26maintenance 22searching for 22sell and return display messages 26sell and return required data 25setting up in groups. See mix match files

L

loans 59

M

manager functions 85menus

store 17messages

customer display 15sell and return display 26

mix match files

creating 11deleting 13managing 10modifying 13

P

pickups 60POS Manager 3

signing off 5signing on 3

promotions

creating 19details 20mix match 10

R

receipts

viewing and reprinting 93viewing archived receipts 91

registers

monitoring 87Register Summary report 41

reports 27criteria 27Discount report 42Electronic Journal Detail Report 91Electronic Journal report 88Exception report 52Item Grouping Sales report 48Item Movement report 37Layaway report 33Non-Merchandise report 40Paid In/Out report 45POS Status report 87previewing and printing 28Receipt Archive report 91Register Summary report 41

97

report groups 28Reports Menu 27Safe Audit report 82Safe Content report 79Sales Analysis report 31Sales report 29Tender report 35Tender Transactions report 80Till Reconciliation report 64Till Status report 65Tills report 56Weekly Short/Over report 50

S

safes

adjusting tender amounts 77balancing 75deposits 71loans from 59paid ins/paid outs 73Safe Audit report 82Safe Content report 79withdrawals 68

stores

closing 85defining menus 17information parameters 13opening 85

T

tax rates 16tender management 55tenders

adjusting amounts 77balancing tills 62bank deposits 68detail windows 55loans 59moving into and out of safes 73pickups 60safe deposits 71safe management 68safe withdrawals 68Tender Transactions report 80Tenders report 35

tills

balancing 62checking contents 66creating 58listing 56loans 59pickups 60Till Reconciliation report 64Till Status report 65

TLogs 88transaction logs. See Tlogs

98

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