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New Features in V6

Welcome!. New Features in V6. Point of Sale. Point of Sale. Packages Rentals Coupon as a Line Item New Paid In Check Balance of Stored Value Card Gift Card as Credit Price Check Quick Transfers Sales Back Office – Fun New Features!. Major Topics To Be Covered In This Presentation.

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New Features in V6

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  1. Welcome! New Features in V6

  2. Point of Sale

  3. Point of Sale Packages Rentals Coupon as a Line Item New Paid In Check Balance of Stored Value Card Gift Card as Credit Price Check Quick Transfers Sales Back Office – Fun New Features! Major Topics To Be Covered In This Presentation

  4. Point of Sale Packages

  5. Point of Sale A concise way to sell multiple items as one “unit” Customer can choose from a variety of options to create one specialized item Located in Inventory – View/Alter Styles – Item Makeups - Packages What is a Package?

  6. Point of Sale Promotes efficiency at point of sale Allows sale of a variety of items while maintaining inventory of separate items Helps track inventory that may not be “sold” to the customer – such as paper cups, napkins, gift wrapping Items with a quantity of “one” are automatically entered onto a package Benefits and Enhancements • Fully integrated • Upload items from within celerant • Orders are inserted automatically back into celerant • Fulfillment is done in celerant

  7. Point of Sale - Main Package Setup Screen

  8. Point of Sale Add Items and Quantity to the Package and Save! Make a Package Can be found in Inventory – Item Makeups - Packages

  9. Point of Sale Scan the barcode for the package at POS The details of the package will appear Items that have one quantity will be automatically selected Clerk can use touch screen, mouse, or SCANNER to select the remaining items Selling a Package at POS

  10. Point of Sale Rentals

  11. Point of Sale Promotes efficiency at point of sale Allows separate tracking of items that are rented Allows rental items to be serialized Information is tracked by serial number through the entire process Allows extension of rentals and concise reporting in analysis Benefits

  12. Point of Sale Allows Choice of Serialized Item

  13. Point of Sale Serialized Item Entered Onto Rental

  14. Point of Sale Reporting For Rentals Can be found in Sales Back Office – Sales Transactions - Rentals

  15. Point of Sale Reporting For Rentals Can be found in Inventory – View Alter Styles – Style List – View Style

  16. Point of Sale Reports Show Transaction History of Serialized Rentals Can be found in Analysis – Serial Reports – Items History

  17. Point of Sale Coupon as a line Item

  18. Point of Sale Previously, coupons were only visible as a discount Now, they can be entered at POS and shown as a line item on the receipt! Entering a Coupon as a Line Item

  19. Point of Sale Create a coupon Add the following setting Settings – Stores – Stores List- Point of Sale1 Tab – “Print Coupons as a separate line” How Does It Work?

  20. Point of Sale Add items to sale Add coupon to sale Print receipt As shown, receipt appears as a line item How Does It Work? (continued. . .)

  21. Point of Sale New Paid In

  22. Point of Sale Previously, when money was paid out of the drawer (for window washer or supplies), there was no way to enter any change back into the system Now you can pay out of the drawer and enter the change back in to Celerant! Entering Payout Dollars Back Into The Drawer

  23. Point of Sale New Payout and New Paid In Screens Below Payout and Paid In Screens

  24. Point of Sale Reporting for Payouts and Payins Can be found in Sales Back Office – Sales Transactions - Payouts

  25. Point of Sale Gift Cards

  26. Point of Sale This new feature allows you to check the value of a Stored Value Card directly from the Point of Sale Located in Misc 3 – Check Balance Checking Value of a Gift Card

  27. Point of Sale Scan Stored Value Card Here:

  28. Point of Sale Gift Card As Credit

  29. Point of Sale The system will now allow you to reimburse the customer using a gift card! This is located in Misc 3 – Sell Stored Value Card Gift Card As Credit

  30. Point of Sale Price Check

  31. Point of Sale Price Check • We have increased the functionality of our price check functionality.

  32. Point of Sale Quick Transfers

  33. Point of Sale Previously, quick transfers from the POS were very simple and not very detailed! Now you scan the items and see a list of every item scanned! You can also designate who picked up the transfer Performing Transfers From The POS

  34. Point of Sale Performing Transfers From The POS Can be found in POS Misc2 – Quick Transfer

  35. Sales Back Office Fun New Features!

  36. Sales Back Office Items Sold Consolidate Stores Right Click Functionality Sorting, Grouping (All areas of software) Major Topics To Be Covered In This Presentation

  37. Sales Back Office New Right Click Features!

  38. Sales Back Office- Right Click Functionality Summary Setup

  39. Sales Back Office Using The Summary Function

  40. Sales Back Office Using The Sort Function

  41. Inventory

  42. Inventory Style Detail Screen Filter For Purchase Order Status Add Attribute 1 Master / Alternate Attribute 1 Name Create Price of Style By Store Region Setting To Require Attr1, Attr2, Size On New Style Global Pre-Set Message On Discounted Line Items At POS To Print On Receipt Receipt Line Message For Items “Dead Items” Screen In Inventory Major Topics To Be Covered In This Presentation • Fully integrated • Upload items from within celerant • Orders are inserted automatically back into celerant • Fulfillment is done in celerant

  43. Inventory Style Detail Screen Filter For Purchase Order Status

  44. Inventory In the Style Detail screen under Inventory > View/Alter Styles > Style Detail > Purchase History tab, you can now filter by PO Status for Open, Closed or All purchase orders containing that style. Style Detail Screen Filter For Purchase Order Status

  45. Inventory In addition, a new column showing the Open/Closed status of each of the Purchase Orders listed will display on the screen. When displaying this screen, default to the way the selections were set the last time the screen was closed. Style Detail Screen Filter For Purchase Order Status

  46. Inventory Add Attribute 1 Master / Alternate Attribute 1 Name

  47. Inventory To setup this functionality: In Store Settings > Inventory tab, select option to enable option ‘Use Attr1 Master Table’. Add Attribute 1 Master / Alternate Attribute 1 Name

  48. Inventory In Inventory > Runs > Attr1 Master List, click on New to add in the new Attribute 1 names that you want to appear on the master list. Add Attribute 1 Master / Alternate Attribute 1 Name

  49. Inventory In Inventory > View/Alter Styles > Enter New Style screen, when you click on Find Attr1 the Attr1 Master Pick screen will come up where you can select the colors for that style. You can also enter in an alternate (alias) name for the attribute by double-clicking in the Alternate Name field. Add Attribute 1 Master / Alternate Attribute 1 Name

  50. Inventory Create Price of Style By Store Region

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