POS•IM Quilter's Training


When?
May 19-20, 9am-5pm

Where?
Red Lion Hotel
Portland Convention Center
1021 NE Grand Avenue
Portland, OR 97232
503-235-2100

Cost:
$295.00/person or
$265.00/each for 2+ trainees

What will be taught?

All of the things we told you POS•IM could do. How to...
  • Increase Sales
  • Enhanced Margins
  • Reduced Labor Cost
  • Control Inventory
  • Control Shrinkage
  • Provide Better customer Service

Market Analysis Tracking and Reporting

  • Marketing Analysis Report
  • Ending Tills – Capture Rate
  • Reduced Labor Cost
  • Best Customer Report
  • Control Shrinkage
  • Customer Labels

Define A Report

  • Creating Reports
  • Report Layout
  • Define A Report Fields and Windows
  • Saving Reports
  • Loading Reports
  • Deleting Reports
  • Editing Reports
  • Formulas and Select Ifs
  • Formula Definition Screen
  • Field Types
  • Functions
  • Update/SetField Functions Using Define A Report
  • Existing Examples

Time and Attendance

  • General Features
  • Menus
  • User Controls
  • Employee Card
  • Tracking and Managing Employee Time
  • Clock In/Clock Out
  • Adjust Time Cards
  • Benefit Hours
  • Employee Attendance Approval
  • Reporting
  • Hour By Employee Department
  • Pay Period Report
  • Employee Review Report
  • Productivity Report

Physical Inventory

  • Physical Inventory Summary
  • Reconciling a Physical Inventory while continuing your business.
  • Step-by-Step Physical Inventory
  • Physical Inventory Defined
  • Physical Inventory Flow Chart
  • Spot Inventories
  • How to create a Physical Inventory Value Report

Special Orders / Backorders

  • User Control Warnings
  • Creating a Backorder Card
  • Creating a Purchase Order With a Backordered Item
  • Filling Backorders From Receiving Logs
  • Filling Backorders From the Backorder Card
  • Posting the Sale to complete Backorder / sale process
  • Canceling Backorders

Discounting

  • Price Coding
  • Creating a Backorder Card
  • Simple Price Code Level Examples
  • Assigning Discount Levels to Customers
  • Promotional Pricing
  • Promotional Pricing Options
  • Item Group Discounting
  • Enabling Item Group Discounting
  • Create A Discount Item Card
  • Set Up An Item Group Card
  • Reporting Discounted Sales
  • Event Manager
  • Pull-Down Menus
  • Event Card ID
  • Working Events Card
  • Working Events Card – Buttons
  • Processed Event Cards
  • Working Attendee Cards
  • Processed Attendee Cards
  • Receipts and Reports

Inventory Management

  • Reports
  • Bundles & Tagalongs
  • PO Wizard
  • CITM & UITM w/ ITVL & URITM Import

Working Remotely

  • Remote Sales Module
  • Connect to Database via internet

New Features

  • Post and Receive
  • PO Wizard
  • Quick Add Items
  • Editable Grid View and Item List All
  • USB Pole Display Setup
  • Visible Credit Card Number
  • Easy Load/Easy Use Promotional Pricing
  • Easy Load / Easy Use Item Group Discounts
  • Driver License scanning to add new customers and check ages
  • PCI Compliant Credit Card Managementg
  • Ending Tills Counter
  • Maintenance Items

Question and Answer Session