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Appendix: Menu Reference Table |
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Appendix: Menu Reference Table |
In this appendix, we will provide a quick reference table for Menu navigation in the Portal. The table below lists each screen that can be accessed from the Navigation Menu, a click by click navigation guide to access the screen, a link to the Zen Global Help topic that describes the screen in detail, and a brief description of the purpose of the screen. The Menu Navigation column describes how to navigate to the screen from the Site Map Menu, which can be accessed by clicking Menus and Site Map from the Navigation Menu. For example, the Site Tenders Report can be accessed from the Site Map Menu by clicking Sales Menu, Balance Reports and Site Balances (described in the Menu Reference Table as Sales Menu > Balance Reports > Site Balances). However, each link in the Site Map Menu can be accessed directly from the Menus link in all other menus, so there is no need to access the Site Map Menu directly. The Site Map Menu is displayed below for your reference, and the Menu Reference Table follows.
|
SCREEN |
MENU NAVIGATION |
TOPIC |
PURPOSE |
|
Login |
Default screen, also displayed when Logout link is clicked to allow fresh login |
Logging into the Portal | |
|
Site Map |
Site Map > Site Map |
Alternative Portal navigation | |
|
Site Tenders Report Summary |
Sales Menu > Balance Reports > Site Balances |
Revenue by Site report | |
|
Site Cashups Report Summary |
Sales Menu > Balance Reports > Site Cashups |
Cashups by Site report | |
|
Site Banking Report Summary |
Sales Menu > Balance Reports > Site Banking |
Banking by Site report | |
|
Journal List Report |
Sales Menu > Balance Reports > Site Journals |
Transactions by Site report | |
|
States by Sales |
Sales Menu > Sales Reports > State Sales |
Sales totals by State report | |
|
Sites by Sales |
Sales Menu > Sales Reports > Sales |
Sales totals by Site report | |
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Sales by Division |
Sales Menu > Sales Reports > Division Sales |
Sales totals by Division report | |
|
Sales by Department |
Sales Menu > Sales Reports > Department Sales |
Sales totals by Department report | |
|
Item Sales |
Sales Menu > Sales Reports > Item Sales |
Item performance by sales report | |
|
Associated Items |
Sales Menu > Sales Reports > Associated Items |
Reports on items sold in the same transaction | |
|
Supplier Sales |
Sales Menu > Sales Reports > Supplier Sales |
Supplier item performance by sales report | |
|
Brand Sales |
Sales Menu > Sales Reports > Brand Sales |
Brand item performance by sales report | |
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Style Sales |
Sales Menu > Sales Reports > Style Sales |
Styles item performance by sales report | |
|
Specials - Site by Sales |
Sales Menu > Specials Reports > Sales |
Sales totals by Site for items on special report | |
|
Specials - Department by Sales |
Sales Menu > Specials Reports > Department Sales |
Sales totals by Department for items on special report | |
|
Specials - Item Sales |
Sales Menu > Specials Reports > Item Sales |
Items on special performance report | |
|
GST - Sites by Sales |
Sales Menu > GST Reports > Sales |
GST payable by Site report | |
|
GST - Department by Sales |
Sales Menu > GST Reports > Department Sales |
GST payable by Department report | |
|
GST - Item Sales |
Sales Menu > GST Reports > Item Sales |
GST on item sales performance report | |
|
GST Balance Position |
Sales Menu > GST Reports > Balance |
GST totals by Site report | |
|
Sites by Sales Discount |
Sales Menu > Control Reports > Discounts |
Discount totals by Site report | |
|
Customers by Site |
Sales Menu > Control Reports > Customers |
Multi-purpose customer-based report by Site | |
|
Transactions per Hour |
Sales Menu > Control Reports > Time Hour |
Time sales report by Site | |
|
Sites Clerk Report Summary |
Sales Menu > Control Reports > Clerk Transactions |
Employee performance report by Site | |
|
Sales Returns |
Sales Menu > Control Reports > Returns |
Item returns performance report | |
|
Void Sales |
Sales Menu > Control Reports > Voids |
Void tracking report by Employee and Site | |
|
Petty Cash Purchases |
Sales Menu > Control Reports > Petty Cash |
Petty cash purchases report by Site | |
|
POS No Sales Report |
Sales Menu > Control Reports > No Sales |
No sale transaction list report by Site | |
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Low Value Sales |
Sales Menu > Control Reports > Low Value Sales |
Small transaction report by Site | |
|
Low Item Sales |
Sales Menu > Control Reports > Low Item Sales |
Small transaction report by item | |
|
Single Item Sales |
Sales Menu > Control Reports > Single Item Sales |
Reports on sales figures for single item | |
|
Journal Search |
Sales Menu > Control Reports > Find Journal |
Searches journal for specific transaction details | |
|
Ledger Maintenance |
Ledger > Ledgers > Ledger Setup |
Setup ledger numbers and types | |
|
Ledger Transaction Maintenance |
Ledger > Ledgers > Edit Ledgers |
Create non-itemised transaction assigned to a ledger | |
|
Trial Balance Report |
Ledger > Ledgers > Ledger Balance |
Trial balance report by Site | |
|
Ledger Report |
Ledger > Ledgers > Ledger Report |
View details of current ledger settings | |
|
Cash Book Account Maintenance |
Ledger > Cash Book > Setup |
Create, edit, remove Company bank accounts | |
|
Cash Book Account Report |
Ledger > Cash Book > Balances |
Company bank account balances report | |
|
Cash Book Import |
Ledger > Cash Book > Import |
Import transactions prior to cash book functionality, or unassigned transactions | |
|
Cash Book Reconciliation Management |
Ledger > Cash Book > Reconcile |
Reconcile cash book balances according to outstanding transactions | |
|
Cash Book Audit Report |
Ledger > Cash Book > Audit |
Reports on all cash book transactions | |
|
Cash Book Statements Report |
Ledger > Cash Book > Statements |
Statement summary for cash book accounts | |
|
Vision Group Maintenance |
Vision > Vision Maintenance > Vision Groups |
Create, edit, remove Vision groups | |
|
Vision URL Maintenance |
Vision > Vision Maintenance > Edit Vision URLs |
Set display items and order in a Vision terminal | |
|
Online Advertising Editor |
Vision > Vision Maintenance > Edit Vision |
Create, edit, remove advertisements for Vision terminals | |
|
Vision Menu Board Maintenance |
Vision > Vision Maintenance > Edit Menu Lists |
Create, edit, remove items in menu boards | |
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Online Menu Board Editor |
Vision > Vision Maintenance > Edit Menu Boards |
Create, edit, remove menu boards for Vision terminals | |
|
Online Image Upload Editor |
Vision > Vision Maintenance > Image Upload |
Upload images for use in advertisements and menu boards | |
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Vision Image Report |
Vision > Vision Maintenance > Image Report |
View thumbnails of uploaded images | |
|
Portal User Report |
Users > Portal User > User Report (Portal) |
Reports on details of Portal users in the Company | |
|
Portal User Maintenance |
Users > Portal User > User Report (Portal) > Create New Portal User |
Create, edit, remove Portal users | |
|
Point of Sale User Report |
Users > Employee > Employee Report |
Reports on details of POS users by Site | |
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Employee Maintenance |
Users > Employee > Employee Report > Create New Employee |
Create, edit, remove POS operators | |
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Customer Maintenance |
Customer > Maintenance > New Customer |
Create, edit customer details | |
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Find Customer |
Customer > Maintenance > Edit Customer |
Customer search facility | |
|
Customer Name and Address Extract Report |
Customer > Maintenance > Customer Reports |
Allows download of CSV format file of customer names and addresses | |
|
Debtor File Maintenance |
Customer > Services > Debtors > Administration > New Debtor |
Create, edit, remove debtor accounts | |
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Find Debtor |
Customer > Services > Debtors > Administration > Find Debtor |
Debtor account search facility | |
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Customer Quote |
Customer > Services > Debtors > Administration > New Quote |
Create, edit, remove customer quotes | |
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Debtor Transactions |
Customer > Services > Debtors > Administration > New Transactions |
Charge a non-itemised transaction to a debtor account | |
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Debtor Invoice |
Customer > Services > Debtors > Administration > Invoicing |
Create, edit itemised invoices for debtor accounts | |
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Debtor Payments |
Customer > Services > Debtors > Administration > Payments |
Process payments against debtor transactions | |
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Debtor Create Statements |
Customer > Services > Debtors > Administration > Statements |
Create transaction statements for debtor accounts | |
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Debtor Contract |
Customer > Services > Debtors > Administration > Contracts |
Create contracts based upon quantities of specific items sold to debtor accounts | |
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Debtor Contract Report |
Customer > Services > Debtors > Administration > Contract Report |
Reports on items contracted to debtor accounts | |
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Customer Consignment Note |
Customer > Services > Debtors > Administration > New Consignment |
Create, edit, remove items for sale by consignment | |
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Return Authority |
Customer > Services > Debtors > Administration > New RA |
Issue return of items from debtor account in the Portal | |
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Online Debtor Logo Upload Editor |
Customer > Services > Debtors > Administration > Logo Upload |
Upload image (Company logo) to display on invoices and statements | |
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Debtor Logo Report |
Customer > Services > Debtors > Administration > Logo Report |
View details of uploaded images | |
|
Debtor Name and Address |
Customer > Services > Debtors > Debtor Reports > Name / Address |
Reports on debtor account contact details | |
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Customer Quote Report |
Customer > Services > Debtors > Debtor Reports > Quotes |
Reports on details of quotations | |
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Debtor Balances Report |
Customer > Services > Debtors > Debtor Reports > Balances |
Reports on balances of debtor accounts | |
|
Debtor Balance Totals |
Customer > Services > Debtors > Debtor Reports > Specific Period Balance |
Reports on balance movement by Site | |
|
Debtor Statements |
Customer > Services > Debtors > Debtor Reports > Statements |
Reports on debtor statements and allows reprinting | |
|
Account Customer Report |
Customer > Services > Debtors > Debtor Reports > Transactions |
Reports on debtor transactions by Site | |
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Customer All Transactions |
Customer > Services > Debtors > Debtor Reports > All Transactions |
Alternative debtor transaction report | |
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Debtor Purchases |
Customer > Services > Debtors > Debtor Reports > Sales Statistics |
Sales data summary | |
|
Account Customer Invoice Report |
Customer > Services > Debtors > Debtor Reports > Invoice Reprint |
Allows reprint of debtor invoice | |
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Reprint Debtor Payments Report |
Customer > Services > Debtors > Debtor Reports > Payment Reprint |
Allows reprint of debtor payments | |
|
Debtor Email Report |
Customer > Services > Debtors > Debtor Reports > Email Reports |
Reports on outgoing emails to debtors | |
|
Customer Consignment Report |
Customer > Services > Debtors > Debtor Reports > Consignment Reports |
Items on consignment summary | |
|
Return Authority Report |
Customer > Services > Debtors > Debtor Reports > RA Reports |
Return authority items report by Site | |
|
Find Serial Number / Item, Serial Number History Report |
Customer > Services > Debtors > Debtor Reports > Serial Number |
Serial number tracking report | |
|
Loyalty Update Maintenance - Pending Lost Cards |
Customer > Services > Loyalty > General Maintenance > Process Lost Cards |
Processes lost cards | |
|
Loyalty Lost Cards |
Customer > Services > Loyalty > General Maintenance > Lost Card Rpt |
Reports on lost cards | |
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Loyalty Group Report |
Customer > Services > Loyalty > General Maintenance > Edit Groups |
Reports on member groups | |
|
Loyalty Event Report |
Customer > Services > Loyalty > General Maintenance > Edit Events |
Reports on loyalty events | |
|
Loyalty Expired Cards |
Customer > Services > Loyalty > General Maintenance > Process Renew Cards |
Allows manual renewal of all expired member cards in a Company | |
|
Loyalty Update Maintenance - Process Expired Points |
Customer > Services > Loyalty > General Maintenance > Process Expired Points |
Allows manual removal of points earned prior to a set "expiry date" | |
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Loyalty Card Type Maintenance |
Customer > Services > Loyalty > Points Maintenance > Card Types |
Create, edit, remove card types | |
|
Member Maintenance |
Customer > Services > Loyalty > Card Maintenance > New Card |
Create, edit, remove members | |
|
Find Member |
Customer > Services > Loyalty > Card Maintenance > Find Member |
Member search facility | |
|
Active Jackpot Details |
Customer > Services > Loyalty > Prize Maintenance > Active Prizes |
Reports on details of currently active jackpot prizes | |
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Jackpot Banner Maintenance |
Customer > Services > Loyalty > Prize Maintenance > Jackpot Banners |
Create, edit, remove jackpot winner announcements for Vision terminals | |
|
Loyalty Family Cards |
Customer > Services > Loyalty > Loyalty Reports > Family Cards |
Reports on family cards | |
|
Frequent Shopper Member Report |
Customer > Services > Loyalty > Loyalty Reports > Members |
View sales data for members by referral type and club | |
|
Loyalty Member Report |
Customer > Services > Loyalty > Loyalty Reports > Member Transactions |
Sales totals for member transactions by Site | |
|
Loyalty Transaction Item Member Report |
Customer > Services > Loyalty > Loyalty Reports > Item Sales |
Member transactions by item report | |
|
Loyalty Department - by Sales |
Customer > Services > Loyalty > Loyalty Reports > Department History |
Reports on historical member sales data for each Department by Site | |
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New Loyalty Cards |
Customer > Services > Loyalty > Loyalty Reports > New Cards |
Reports on number of new cards by Site | |
|
Frequent Shopper Cards |
Customer > Services > Loyalty > Loyalty Reports > Card History |
Historical member card performance report | |
|
Loyalty Customer Purchases |
Customer > Services > Loyalty > Loyalty Reports > Sales Statistics |
Multi-purpose member sales data report | |
|
Card Statistics Report |
Customer > Services > Loyalty > Loyalty Reports > Card Statistics |
Multi-purpose member performance report | |
|
Loyalty Customers Report |
Customer > Services > Loyalty > Loyalty Reports > Card - Filtered |
Allows selection of members for correspondence according to specified criteria | |
|
Redemption Report |
Customer > Services > Loyalty > Loyalty Reports > Redemptions |
Reports on redemption transactions by Site | |
|
Loyalty Movements |
Customer > Services > Loyalty > Loyalty Reports > Movements |
General points movement report | |
|
Site Movements |
Customer > Services > Loyalty > Loyalty Reports > Site Movements |
Points movement report by Site | |
|
Points Ageing Report |
Customer > Services > Loyalty > Loyalty Reports > Ageing |
Overview of points balances by range | |
|
Warning Frequent Shopper Sales |
Customer > Services > Loyalty > Loyalty Reports > Warnings |
Reports on member transactions of a large value, used to identify problem transactions | |
|
Voucher Detail Maintenance |
Customer > Services > Loyalty > Vouchers > Edit |
Loyalty vouchers editor | |
|
Loyalty Voucher Generation Report |
Customer > Services > Loyalty > Vouchers > Generate |
Report on and generate loyalty vouchers | |
|
Loyalty Voucher Generation Report (Historical) |
Customer > Services > Loyalty > Vouchers > Report |
Report on generated loyalty vouchers by Site | |
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Frequent Shopper Voucher Printing Report |
Customer > Services > Loyalty > Vouchers > Print |
Report on and print generated loyalty vouchers | |
|
Loyalty Filter Report |
Customer > Services > Loyalty > Upload / Filters > Filters |
Reports on current loyalty filters for correspondence | |
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Online Loyalty Logo / File Upload Editor |
Customer > Services > Loyalty > Upload / Filters > Attachment Upload |
Upload attachments / logos for loyalty correspondence | |
|
Loyalty Logo / File Report |
Customer > Services > Loyalty > Upload / Filters > Attachment Report |
Reports on details of uploaded files | |
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Mail Out Detail Maintenance |
Customer > Services > Loyalty > Mail Out > Edit |
Create, edit, remove messages for mail out | |
|
Mail Out Generation Report |
Customer > Services > Loyalty > Mail Out > Generate |
Target audience and print message for mail out | |
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SMS Detail Maintenance |
Customer > Services > Loyalty > SMS Out > Edit |
Create, edit, remove messages for SMS | |
|
SMS Generation Report |
Customer > Services > Loyalty > SMS Out > Generate |
Target audience and send SMS message | |
|
Sites SMS Summary Report |
Customer > Services > Loyalty > SMS Out > SMS Reports |
Reports on number of SMS messages sent each day by Site | |
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Email Detail Maintenance |
Customer > Services > Loyalty > Email Out > Edit |
Create, edit, remove messages for email out | |
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Email Generation Report |
Customer > Services > Loyalty > Email Out > Generate |
Target audience and send email message | |
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Sites Email Report |
Customer > Services > Loyalty > Email Out > Email Reports |
Reports on number of emails sent each day by Site | |
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Marketing Form Maintenance |
Customer > Services > Marketing > Administration > Form Styles |
Create, edit, remove form styles for surveys | |
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Marketing Customer Maintenance |
Customer > Services > Marketing > Administration > New Customer |
Create, edit customers for marketing | |
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Find Marketing Customer |
Customer > Services > Marketing > Administration > Edit Customer |
Marketing customer search facility | |
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Marketing Survey Maintenance |
Customer > Services > Marketing > Administration > Edit Survey |
Create, edit, remove marketing surveys | |
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Marketing Surveys |
Customer > Services > Marketing > Marketing Reports > Surveys |
Reports on survey statistics | |
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Search For Loan |
Customer > Services > Micro Loan > Maintenance > Find Loan |
Micro loan search facility | |
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Search For Purchase |
Customer > Services > Micro Loan > Maintenance > Find Purchase |
Purchase search facility | |
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Loan Customer Name and Address Extract Report |
Customer > Services > Micro Loan > Loan Reports > Customers |
Allows download of CSV file containing names and addresses of loan customers | |
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Customer Loan Report |
Customer > Services > Micro Loan > Loan Reports > Summary |
Loan summary by Site | |
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Purchase Customer Name and Address Extract Report |
Customer > Services > Micro Loan > Purchase Reports > Customers |
Allows download of CSV file containing names and addresses of purchase customers | |
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Customer Purchase Report |
Customer > Services > Micro Loan > Purchase Reports > Summary |
Purchase summary by Site | |
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Find Tracked Item |
Customer > Services > Micro Loan > Tracked Items > Tracked Item |
Tracked item search facility | |
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Item Tracking Report |
Customer > Services > Micro Loan > Tracked Items > Item Report |
Reports on tracked items | |
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Voucher Type Report |
Customer > Services > Vouchers > Maintenance > Setup |
Reports on details of the types of gift voucher available | |
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Voucher Maintenance |
Customer > Services > Vouchers > Maintenance > New Voucher |
Create, edit, remove gift vouchers | |
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Search For Vouchers |
Customer > Services > Vouchers > Maintenance > Find Voucher |
Voucher search facility | |
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Voucher Summary Report |
Customer > Services > Vouchers > Reports > Summary |
Reports on voucher liability by status and type | |
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Tipping Group Maintenance |
Customer > Services > Tipping > Administration > Edit Groups |
Create, edit, remove tipping competitions | |
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Tipping Venue Maintenance |
Customer > Services > Tipping > Administration > Edit Venues |
Create, edit, remove tipping venues | |
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Tipping Team Maintenance |
Customer > Services > Tipping > Administration > Edit Teams |
Create, edit, remove tipping teams | |
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Tipping Round Details Maintenance |
Customer > Services > Tipping > Administration > Edit Rounds |
Create, edit tipping rounds | |
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Tipping Member Report |
Customer > Services > Tipping > Tipping Reports > Members |
Reports on members in a tipping competition | |
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Tipping Round Scores |
Customer > Services > Tipping > Tipping Reports > Leader Board |
Reports on current scores for members in a tipping competition | |
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Tipping Group Details |
Customer > Services > Tipping > Tipping Reports > Group Reports |
General details of tipping competitions report | |
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Tipping Venue Details |
Customer > Services > Tipping > Tipping Reports > Venues Report |
General details of tipping venues report | |
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Tipping Teams Details |
Customer > Services > Tipping > Tipping Reports > Teams Report |
General details of tipping teams report | |
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Search For Customer Order |
Customer > Services > Customer Orders > Orders > Find Order |
Customer order search facility | |
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Customer Orders Maintenance |
Customer > Services > Customer Orders > Orders > Edit Order |
Edit, finalise, print customer order details | |
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Customer Orders Customer Report |
Customer > Services > Customer Orders > Reports > Customers |
Reports on customer contact details for current orders | |
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Customer Order Report |
Customer > Services > Customer Orders > Reports > Summary |
Customer orders totals report | |
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Orders Due Report |
Customer > Services > Customer Orders > Reports > Orders (Due) |
Reports on order details for orders due | |
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Prep List Report |
Customer > Services > Customer Orders > Reports > Prep List |
Item and payment breakdown for customer orders by Site report | |
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Picking List Report |
Customer > Services > Customer Orders > Reports > Picking List |
Items ordered totals by Site report | |
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Search For Customer Lay-by |
Customer > Services > Lay-by > Maintenance > Find Lay-by |
Lay-by search facility | |
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Customer Lay-by Maintenance |
Customer > Services > Lay-by > Maintenance > Edit Lay-by |
Edit, finalise, print lay-by details | |
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Lay-by Customer Details |
Customer > Services > Lay-by > Reports > Customers |
Displays contact details of lay-by customers | |
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Customer Lay-by Report |
Customer > Services > Lay-by > Reports > Summary |
Reports on lay-by details | |
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Search For Customer Home Delivery |
Customer > Services > Home Delivery > Deliveries > Find Delivery |
Home delivery search facility | |
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Customer Home Delivery Maintenance |
Customer > Services > Home Delivery > Deliveries > Edit Delivery |
Edit, print, finalise home deliveries | |
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Customer Home Delivery Details |
Customer > Services > Home Delivery > Reports > Customers |
Contact details report for home delivery customers | |
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Customer Home Delivery Report |
Customer > Services > Home Delivery > Reports > Summary |
Summary report for home deliveries | |
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Schedule Edit Report |
Customer > Services > Scheduler > Administration > Schedule Edit |
Reports on schedule details | |
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Schedule Section Edit Report |
Customer > Services > Scheduler > Administration > Sections Edit |
Reports on section details | |
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Schedule User Edit Report |
Customer > Services > Scheduler > Administration > Schedule User |
Reports on employee schedule | |
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Scheduler Report |
Customer > Services > Scheduler > Scheduler Reports > Schedule Rept |
Reports on bookings for a schedule for each employee | |
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Inventory Management |
Inventory > Item Maintenance > New Item |
Create, edit stock items | |
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Find Item |
Inventory > Item Maintenance > Edit Item |
Item search facility | |
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Global Price Change Editor |
Inventory > Item Maintenance > Price Change (Global) |
Single item price change | |
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Bulk Price Change Department(s) Level |
Inventory > Item Maintenance > Bulk Price Change |
Multiple item price change by Department | |
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Price Change Report |
Inventory > Item Maintenance > Price Change (Release) |
Reports on details for pending price changes | |
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Online Items Upload / Price Change |
Inventory > Item Maintenance > Inventory Import |
Upload of inventory items from CSV file | |
|
Bulk Discount Report |
Inventory > Discounts > Bulk Discounts |
Reports on items with a bulk discount | |
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Specials Report |
Inventory > Discounts > Specials |
Reports on items on special | |
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Department Promotions Report |
Inventory > Discounts > Department Promotions |
Reports on Department-wide specials | |
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Promotion Report |
Inventory > Discounts > Item Promotions |
Mix and match report | |
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Rebates Report |
Inventory > Discounts > Item Rebates |
Reports on details of rebates | |
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Inventory User Audit Report |
Inventory > Audit > User Audit |
Reports on employees that have made changes to items | |
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Item Audit Report |
Inventory > Audit > Item Audit |
Reports on changes made to each item by Site | |
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Single Item Audit Report |
Inventory > Audit > Single Item Audit |
Detailed report on changes made to a specific item | |
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Barcode Audit Report |
Inventory > Audit > Barcode Audit |
Reports on changes made to barcodes by Site | |
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Item Barcode Audit Report |
Inventory > Audit > Barcode (Item) Audit |
Detailed report on changes made to barcodes of a specific item | |
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Item Report |
Inventory > Reports > Item Report |
Multi-purpose stock outline report by Site | |
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Inventory Report by Supplier |
Inventory > Reports > Supplier Items |
Item count by Supplier report | |
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Inventory Brand Report |
Inventory > Reports > Brand Report |
Brand listing | |
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Inventory Style Report |
Inventory > Reports > Fashion Report |
Fashion listing | |
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Inventory Stock Turn Report |
Inventory > Reports > Stock Turn |
Stock movement details report | |
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Inventory In House Barcode Report |
Inventory > Reports > Inhouse Barcodes |
Inhouse barcode count | |
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Inventory Extraction |
Inventory > Reports > Inventory Extraction |
Multi-purpose item count by Site report | |
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Financial Division(s) |
Inventory > Department > Maintenance > Financial Division |
Financial division listing | |
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Report Division(s) |
Inventory > Department > Maintenance > Report Division |
Report division listing | |
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Department(s) |
Inventory > Department > Maintenance > Edit/View |
Department listing | |
|
Department Cost Price -> Price Matrix |
Inventory > Department > Maintenance > Cost Matrix |
Cost matrix by Department | |
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Creditor Contract |
Inventory > Procurement > Contracts > Contracts |
Create, edit, remove purchasing contract details | |
|
Creditor Contract Report |
Inventory > Procurement > Contracts > Contract Report |
Purchasing contract details report | |
|
Creditor Cross Reference |
Inventory > Procurement > Contracts > Supplier XRef |
Create, edit, remove supplier item numbers | |
|
Requisition |
Inventory > Procurement > Requisitions > Edit Requisition |
Create, edit, finalise, remove requisition details | |
|
Requisition Order Report |
Inventory > Procurement > Requisitions > Summary |
Requisitions listing | |
|
Purchase Order |
Inventory > Procurement > Purchase Orders > Edit Orders |
Create, edit, finalise, remove purchase order details | |
|
Pending Purchase Order Generation Selection |
Inventory > Procurement > Purchase Orders > Auto Create |
Automatic creation of purchase orders based upon ordering strategy | |
|
Items Pending Order |
Inventory > Procurement > Purchase Orders > In Progress |
Reports on items ordered by the auto create process | |
|
Pending Purchase Order Edit |
Inventory > Procurement > Purchase Orders > Edit In Progress |
Edit details of automatically generated orders | |
|
Purchase Order Report |
Inventory > Procurement > Purchase Orders > Summary |
Reports on purchase order details | |
|
Supplier Purchase Order Report |
Inventory > Procurement > Purchase Orders > Supplier Summary |
Reports on purchase order details by Supplier | |
|
Stock Receipts |
Inventory > Procurement > Stock Receipts > Edit Receipts |
Create, edit, finalise, remove stock receipt details | |
|
Stock Receipt Report |
Inventory > Procurement > Stock Receipts > Summary |
Reports on details of stock receipts | |
|
Supplier Stock Receipt Report |
Inventory > Procurement > Stock Receipts > Supplier Summary |
Reports on details of stock receipts by Supplier | |
|
Cost to Sell Price Matrix |
Inventory > Procurement > Stock Receipts > Price Matrix |
Cost matrix by Supplier for received items | |
|
Receipt Label Management |
Inventory > Procurement > Stock Receipts > Labels |
Print shelf and item labels | |
|
Stock Returns |
Inventory > Procurement > Stock Returns > Edit Returns |
Create, edit, finalise, remove stock return details | |
|
Stock Return Report |
Inventory > Procurement > Stock Returns > Summary |
Reports on details of stock returns | |
|
Supplier Stock Return Report |
Inventory > Procurement > Stock Returns > Supplier Summary |
Reports on details of stock returns by Supplier | |
|
Stock Adjustment |
Inventory > Procurement > Stock Adjustments > Edit Adjustments |
Create, edit, finalise, remove stock adjustment details | |
|
Stock Adjustment Report |
Inventory > Procurement > Stock Adjustments > Adjustment Reports |
Reports on details of stock adjustments | |
|
Stock Take Snap Count Options |
Inventory > Procurement > Stock Take > Control |
Takes a current stock on hand snapshot for the Department or Fixture being counted in the Stock Take | |
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Fixture Report |
Inventory > Procurement > Stock Take > Fixture Report |
Reports on details of each Fixture | |
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Stock Take |
Inventory > Procurement > Stock Take > Edit Stock Take |
Create, edit, finalise, remove stock take details | |
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Stock Take Report |
Inventory > Procurement > Stock Take > Stock Take Reports |
Reports on details of stock takes | |
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PDT Batch Report |
Inventory > Procurement > Stock Take > PDT Batches |
Reports on stock take batches received from PDT devices | |
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Stock Inter Branch Transfer |
Inventory > Procurement > Stock Transfers (IBT) > Edit Transfers |
Create, edit, finalise, remove stock transfer details | |
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Transfer Report |
Inventory > Procurement > Stock Transfers (IBT) > Transfer Reports |
Reports on details of stock transfers | |
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Creditor Maintenance |
Creditors > Administration > New Creditor |
Create, edit, remove creditors | |
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Find Creditor |
Creditors > Administration > Edit Creditor |
Creditor search facility | |
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Creditor Transactions |
Creditors > Administration > New Transaction |
Create a non-itemised transaction for the Supplier | |
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Creditor Payments |
Creditors > Administration > Payments |
Record a payment to a Supplier against outstanding invoices | |
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Stock Receipt Requiring Matching Report |
Creditors > Administration > Matching |
Reports on all received items requiring invoice matching | |
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Supplier Cost Price -> Price Matrix |
Creditors > Administration > Cost Matrix |
Cost matrix by Supplier | |
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Creditor Name and Address |
Creditors > Creditor Reports > Name / Address |
Reports on contact details of Suppliers | |
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Creditor Balances |
Creditors > Creditor Reports > Balances |
Multi-purpose report that details the balances of Creditors | |
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Creditor Historical Balances |
Creditors > Creditor Reports > Aged Balances |
Multi-purpose report that details historical balances of Creditors | |
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Creditor Transaction Report |
Creditors > Creditor Reports > Transactions |
Supplier transaction details report | |
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Creditor Payments Due |
Creditors > Creditor Reports > Payments Due |
Reports on Supplier transactions outstanding with payment due | |
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Reprint Creditor Payments Report |
Creditors > Creditor Reports > Payment Reprint |
Reports on payments made to Suppliers | |
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Creditor Payments |
Creditors > Creditor Reports > Paid Transactions |
Detailed report for Creditor payments | |
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POS No Sales Report |
Point of Sale > Reports > No Sales Report |
Reports on no sale transactions by Site and State | |
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Point of Sale User Login Report |
Point of Sale > Reports > Login Report |
Reports on the login and logout times of clerks by Site | |
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Tender Maintenance |
Point of Sale > Maintenance > Tenders OR Sites > Sites > Tenders |
Allows editing of accepted payment methods | |
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POS File Maintenance |
Point of Sale > Maintenance > Edit Files |
Allows editing of receipt promotions | |
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POS Terminal Ini File Maintenance |
Point of Sale > Maintenance > Edit Ini Files |
Tutorial: Point of Sale Maintenance |
Allows editing of terminal configuration files |
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Cashup Login |
Point of Sale > Cashup > Cashup |
Logs the user into the Cashup package for the Site | |
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Selection of Cashup Report |
Point of Sale > Cashup > Cashup > Login |
Reports on all outstanding shifts for the Site | |
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Cashup Entry |
Point of Sale > Cashup > Cashup > Login > Select Shift |
Allows entry of cash count for the shift | |
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Sites Manager Report |
Point of Sale > Cashup > Manager Reports |
Reports on manager shift reports for the Site | |
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Manager Report Maintenance |
Point of Sale > Cashup > Manager Reports > Create New Report |
Entry of management report for the shift | |
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Cashier Report |
Point of Sale > Cashup > Cashier Reports |
Reports on comments in the Cashup process for the Site | |
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POS Journal / Receipt Viewer |
Point of Sale > Tools > View Journal |
Lists Journal files for each Terminal by Site | |
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Company Details |
Sites > Company > Companies |
Reports on the Companies in the Portal | |
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Company Maintenance |
Sites > Company > Edit Details |
Create, edit, remove Companies | |
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Find Access Level |
Sites > Company > Permission Levels |
Reports on the current permission levels for Portal Users | |
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Access Level Maintenance |
Sites > Company > Permission Levels > Create New Level |
Create, edit, remove permission levels for Portal Users | |
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State Code and Tax Level Maintenance |
Sites > Company > Tax Editor |
Create, edit, remove States and tax structures | |
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Company Options Maintenance |
Sites > Company > Company Options |
Configuration of the Portal at the Company level | |
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Company Options Report |
Sites > Company > Options Report |
Lists the configuration of each section of Company options in the Portal | |
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Colour Edit Report |
Sites > Fashion Maintenance > Colour Report |
Reports on the colours for Fashion | |
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Size Edit Report |
Sites > Fashion Maintenance > Size Report |
Reports on sizes for Fashion | |
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Style Edit Report |
Sites > Fashion Maintenance > Style Report |
Reports on styles for Fashion | |
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Site Option Maintenance |
Sites > Sites > Site Options |
Configuration of the Portal at the Site level | |
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Site Options Report |
Sites > Sites > Options Report |
Lists the configuration of each section of options by Site | |
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Budget Maintenance |
Sites > Sites > Budgets |
Create daily budgets | |
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Day Target / Goal Maintenance |
Sites > Sites > Targets |
Create hourly sales targets | |
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Site Details |
Sites > Sites > Site Details |
Reports on details of each Site | |
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Terminal Details |
Sites > Sites > Terminal Information |
Reports on details of each terminal | |
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Site IP Address Report |
Sites > Sites > IP Addresses |
Reports on details of each IP Camera by Site | |
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Access Report |
Sites > Access > User Accesses |
Reports on total hits in the Portal by Portal User | |
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Access Counts Report |
Sites > Access > Access Counts |
Reports on Portal total hits | |
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Switch Companies |
Sites > Support > Switch Company |
Allows the Portal User to change the Company that they are logged into |