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AccuPOS
Retail Inventory setup guide Peachtree
2004 or higher Pro and Premier We know that setting up
items/inventory can be a very time consuming task, but the good news is that you
will only have to do it once. AccuPOS Retail will copy your item list from
Peachtree and utilize it at the Point Of When setting up inventory in
Peachtree the following fields are used at the Point
Of UPC/SKU Will be
the item code that will be used at the Point Of You can use numbers, letters or a
combination of both. We do NOT recommend using any special characters. If
the item is bar-coded - it is
recommended that you scan the bar code number into Peachtree (Yes, you can scan into Peachtree!).
Scanning into Peachtree will
help eliminate human error and works faster. Just place your cursor in the
UPC/SKU field and scan the existing item code. If
the item is not bar-coded - assign the
item codes now, and later using AccuPOS management and Wasp Labeler, you can
print bar code labels for these items. Keep in mind that the item codes should
range anywhere from 3 or 4 characters to a maximum of 20 characters. Twenty
characters item codes will require more space on the label, if you are
planning on printing bar codes on small labels (for example jewelry), keep
the item codes to a maximum of 4 to 5 characters. If the item will be
assigned to a key the item code can be a combination
of letters and numbers. Later you will be using these codes to setup the on
screen main keys and choices. Description
for sales
the first 25 characters will be printed on sales
receipts, the rest will be ignored. If no description for sales is entered
Description will be used at the Point Of Sales
Levels
price level 1 will be the default price for the item. AccuPOS will import
the first 5 price levels from Peachtree. Item
Tax Type
If the Tax Type is taxable tax will collected when
this item is applied to transactions. If the Tax Type is non-taxable
tax will not be applied to the item when it is sold. If the Tax Type is taxable
and a not taxable customer is applied to the transaction
no tax will be charged on the item. If the item tax rate is grater or lower
then the normal tax rate, make the item taxable. Later, using AccuPOS
Alternate Tax Rate, the rate for this item can be adjusted.
AccuPOS does not utilize the Peachtree alternate tax rates. Item
Type
the type field in Peachtree enables grouping items that are alike. AccuPOS allows the functions listed below
to be determined by the item type. It is important that the
establish which apply to your business needs and group the items
accordingly. Percentage Discounts - AccuPOS
Retail enables to apply percentage discount by the item type for a
user-defined period. Example: Quantity Pricing - AccuPOS
Retail enables X for N pricing based on item types. Example: If a
single Follow-on
Items
(Gold version) Automatically apply items to the transaction when specific
item type is sold. Example: When item
type CRV is applied to a
transaction, a Cash Redemption Value item will automatically be added to the
transaction. Operator
Messages (Gold
version) Display a unique operator message based on the items type that is
applied to the transaction. Example: When items
type Alcohol is applied to the transaction, display
a message to Ask for ID. Alternate Taxing - AccuPOS
Retail will enable you to set different Sales Tax rates depending on the item
type. Example: While
normal 6% sales tax is applied to clothing items
that sell for less then $120.00, 8% sales tax is applied to items that sell
for more then $120.00. Customized Reports - Using
AccuPOS Retail existing reports or by generating reports using Food Stamps - AccuPOS
Retail can accept Food Stamps only on user defined item types. Remote Printing (RTM Module required) Set items to be print remotely depending on the
item type. Example: Item type DRINKS will print
to the Bar while item type FOOD will print to the kitchen. Important: when assigning types to items
keep your Caps Lock on, different caps on the same type will import as two
different types. Other fields such as GL Accounts,
Preferred Vendor ID, On Hand etc. do not affect the Point Of Sale. Please
refer to the Peachtree help file for more information. Custom field CHOICES When using
the Remote Printing Module, AccuPOS on screen Choice Keys can help streamline
changes, preparation directions, and additions to the POS orders. Custom
field CHOICES helps determine which On Screen Choice Group will appear when
applying items that may require modifications. Enter the
name of the choice group you would like to make available when applying the
item to a transaction in the custom field CHOICES. To create
Choice Group please refer to the Choice Group Setup Guide. To
create custom field CHOICES in Peachtree 1)
In Peachtree select Maintain>>
Default Information>> Inventory
Items
2)
Select the Custom Fields tab 3)
Type CHOICES in the filed Labels (all caps no spaces) 4)
Select the Enabled check box to activate the field 5)
Click OK.
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