Draper SL6 manuals

Draper SL6 User's Guide (248 pages)

Brand: Draper | Category: Water pumps | Size: 10.67 MB |

English

Table of contents

SPOTSPOT

1

Contents

3

Before You

11

About This Guide

12

Resources

12

Conventions

12

ABBREVIATIONS

13

SCREEN DESIGN

13

SELECTION TECHNIQUES

13

About SPOT

14

Operating Modes

15

CENTRAL HOSTING

16

Getting Around

17

Home Page

18

HOME PAGE ELEMENTS

19

TRANSACTIONS VIEW

20

PROCESS VIEW

22

SUMMARY VIEW

23

GRAPHS VIEW

24

Visual Invoice

25

INVOICE MODE

27

ORDER HISTORY

28

Security Access

30

SECURITY MODES

31

Sequence of Events

32

Customer

33

Customer View

34

GENERAL TAB

35

DETAILS TAB

36

REMINDERS TAB

39

A/R - CC TAB

40

ROUTE TAB

43

PROMOTIONS TAB

44

STATISTICS TAB

45

Customer Lookup

46

LAST SELECTED CUSTOMER

48

LOOKUP-SELECT

49

Maintenance

50

Order Production Overview

52

PRODUCTION STEPS

53

ORDER EXCEPTIONS

54

OTHER FUNCTIONS

54

TRACKING

54

INTELLIGENT SPLITTING

55

VISIT HISTORY

55

Quick Receive

56

QUICK VIEW

57

CLAIM CHECK PRINTING

58

Sample 3" Customer

59

Quick Ticket

59

Detail Receive

61

MODIFIER SELECTION VIEW

64

KEYBOARD DETAILING

65

LIKE ITEM CONSOLIDATION

66

REDETAIL EXISTING ORDERS

66

PRICING OPTIONS

67

WARNINGS

67

PROMISED DATE CALCULATOR

68

FORMS PRINTING

68

DETAIL ENTRY METHOD SELECTION

70

Racking Orders

71

Order Pickup

75

CASH DRAWER SUPPORT

79

CENTRAL CASHIERING

80

Order Quoting

81

Merchandise Sales

82

Order Process Steps

83

Order Exception

85

Handling

85

Item View

86

MODIFIERS TAB

88

UPCHARGES TAB

89

ADJUSTMENTS TAB

90

ALTERATIONS TAB

91

COMMENTS TAB

92

Order View

93

COUPONS TAB

95

TAGS TAB

98

Order Search

99

Order Search View

100

Automatic Access

102

Tags & Lot

103

Management

103

Preprinted Tagging

104

ASSISTED TAG ENTRY

105

Demand Tagging

106

Lot Control

107

LOT PROFILES

108

MULTIPLE TAG PRINTERS

108

Lot Manager

109

CURRENT LOTS DISPLAY

110

LOT DETAIL DISPLAY

110

Incentives and

111

COUPONS AS AN EVENT

113

COUPONS OVER TIME

113

EMPLOYEE INCENTIVES

114

REWARD RULES

114

Discounts

116

Surcharge Tax

117

Sales Tax

117

Order Assembly

119

Manual Assembly

120

Assisted Assembly

120

Automated Assembly

122

Route Delivery

123

Route Manager View

124

Partial Route Manifest Report

126

Route Exception Report

126

PRINTING DELIVERY MANIFESTS

127

POSTING DELIVERED ORDERS

128

Stop Maintenance

130

EDIT EXISTING STOP

131

REMOVE EXISTING STOP

132

MOVING STOPS

132

Customer Route Tab

133

SPOTmap Route Mapping

134

STOP IDENTIFICATION

135

STOP OPTIMIZATION

135

Accounts

137

Receivable

137

A/R Processing

138

Customer A/R Setup

139

Posting Orders at Pickup

141

Printing Statements

143

STATEMENT HISTORY TAB

144

STATEMENT PRINTING PROCESS

145

STATEMENT REPRINTING

145

Applying Payments

146

APPLY PAYMENT RULES

148

Applying Adjustments

151

A/R Reporting

152

Statement Printers

152

Credit Card

155

Processing

155

Overview

156

CC at Order Pickup

157

CCOF for A/R and Routes

159

CCOF Batch Payment Exceptions

159

PAYMENT EXCEPTIONS VIEW

160

RESOLVING DECLINED EXCEPTIONS

160

Reporting

163

Quick Report View

164

REPORT SPECIFICS

165

Reports Gallery

166

Sample Outgoing Detail Report

167

Report Features

168

Available Reports

168

Operational

173

Utilities

173

System Utilities Tab

174

Drawer Check In/Out

174

CHECKIN VIEW

175

CHECKOUT VIEW

176

RECONCILIATION VIEW

178

Physical Inventory

179

INVENTORY BY BARCODE

180

INVENTORY BALANCING

182

Time Clock

183

Activity Log

184

VIEW RESULTS TAB

186

Menu Function

187

Menu View

189

General Functions

189

Payment Functions

190

Process Functions

192

Backups and

193

Archiving

193

Backup Considerations

194

PROGRAM STARTUP WARNINGS

195

SPOTscan

197

Operation

197

INSTALLED APPLICATIONS

199

SPOTSCAN USE NOTES

199

SPOT SETUP

200

SPOTSCAN STARTUP

200

TOUCH SCREEN DISPLAY ELEMENTS

201

Order Racking

202

RACKING TO A SLICK RAIL

203

INVENTORY

206

Processing Steps

207

PROCESSING STEPS VIEW

208

ADD/MODIFY/REMOVE STEPS

211

ADD/MODIFY/REMOVE STORES

213

Ready Orders Backup

214

USING THE READY ORDERS LIST

216

FINDING CUSTOMERS QUICKLY

218

A Typical

219

Operational Day

219

Typical Startup Procedures

220

Typical Shutdown Procedures

220

Suggested Reports

221

Inventory and Cash Reporting

221

PHYSICAL INVENTORY BALANCING

222

Incoming Detail Report

223

Outgoing Detail Report

223

Inventory Balancing View

224

Physical Inventory View

224

CASH BALANCING

225

Quick Reference

229

Order Production

230

Exception Handling

236

ORDER RELATED EXCEPTIONS

238

Customer Maintenance

240

EDITING AN EXISTING CUSTOMER

241

Hardware and

243

Accessories

243

Corded BCR

244

Cordless BCR

244

Tag Printer

244

Thermal Printer

244

Report Printers

244

Counter-Top Touch Screen

245

Flat Panel Display

245

Credit Card Reader

245

Cash Drawer

245

High Capacity Backup

246

Display Poles

246

Glossary of

247

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