System Test

Welcome to the EZ Process Pro System Test, an essential step in ensuring a seamless onboarding experience to our comprehensive Point of Sale (POS) system. This test is designed to evaluate your familiarity with the key features and functionalities crucial for managing your furniture retail business effectively. As a prospective user, your successful completion of this System Test is a prerequisite for gaining access to our robust software solution. By successfully navigating through the following tasks and scenarios, you will not only validate your understanding of the system but also equip yourself with the skills necessary to harness the full potential of our POS system. Thank you for choosing our platform, and we look forward to your successful completion of the EZ Process Pro System Test.

To take the test you will use our Training system as a resource. You can login to the Training System by using the credentials listed below:

URL: https://www.gimmethebest.net/training/online/login2.asp

Login ID: test

Password: test

System Settings - Page 1

1. How do you navigate to Page 1 of System Settings? (fill in the blanks below)
   1. You click on: Getting Started   >        >
2. In the Training System, at what point does the system pay tax?

• At Point of Sale
• As Funds Collected
• When Funds Accounted For Paid to 0
• When All Items Confirmed Delivered

1. Where do I check if I am allowed to make sales at the “Manhattan Showroom” location?
2. How do I add in my Financing companies so that they will be selectable options when I go to make a sale?
3. When I make a sale at what point does the Training System automatically reserve the in-stock inventory for the customer, or place the item on the list of items I need to add to a purchase order?

• Account paid to 0 or funds accounted for
• At Point of Sale
• % Paid In or Funds Accounted For - 45%
• Never

1. How is the Training System set up to figure the sales price of an item?
2. In the Training System, are users by default allowed to change the sales price of an item at the time of the sale? (Yes or No)
3. Where do I set the minimum price that items in my system must be sold for?
4. How can I set the system to have a price for items in some cases but in others use a multiplier? For example, if I wanted to sell a specific item for a specific amount. (This isn’t a trick question by any means. Instead, let’s break it down. Are we setting a recommended price in the system? Are we allowing sales staff to make changes? These two questions will give you your answer)

System Settings - Page 2

1. How do you navigate to Page 2 of System Settings? (fill in the blanks below)
   1. You click on: Getting Started   >        >
2. Is the Training System set up so that the “Save as Quote” option can be used when building a sale? (Yes or No)
3. During checkout, I would like my sales staff to ask the question “How did you hear about us?”, where on this Settings page would I select to show that question?
4. Now that we have set up the system to show that question, how do I make it required so that my staff is forced to enter a response before proceeding to the next page?
5. Where can I enter my Fine Print so that it shows on my Receipts and Delivery Memos?
6. If my warehouse is set up with Isles, Rows, and Bins and I am interested in using Bin Inventory to map out my warehouse, where can I configure how many Isles, Rows, and Bins I have?

Inventory

1. How do I add Manufacturers to the system? (fill in the blanks below)
   1. You click on: Getting Started   >        >
2. How do I add a Group Category to the system?
3. How do I add an Item Category to the system?
4. How can I see which Group Categories my Item Categories feed from?
5. If I sell items that aren’t actually physical items, for example: services, fees, or protection plans. Where would I go to add those items to my system?
6. What are the different ways I can add the products I carry and sell to my system?

• Ashley Data Feed
• Wondersign Data Feed
• Upload a Spreadsheet
• By going to Getting Started > Add/Edit Group > Add Group
• All of the Above

1. Since the way we add items to the system is done through adding a Group, if I have a single item that needs to be added to the system, do I need to add this item as its own individual group? (Yes or No)
2. Sets are items within a group that can be sold together as a package deal. If I go to Getting Started > Add/Edit Group > Edit/Delete Group, select a Manufacturer, and then select Edit Group for one of the manufacturer’s groups I will be taken to a screen that shows me all of the items that the group consists of. Where on this screen would I create or edit Sets?
3. Where do I go to enter my inventory counts for the first time?
4. If my inventory counts are all off and I need to retake inventory, where in the system would I go to do that?
5. Say only one of my items in my inventory has an inaccurate count, where in the system would I go to make that adjustment?
6. Where would I go to see a list of all items that are in stock and available in my inventory?

Sales

1. How do I search for an existing customer in my system? (fill in the blank below)
   1. You click on Sales > 
2. Say I wanted to start adding items to the shopping cart for my customer, and I wanted to see all of the items I have in my inventory whether they are in stock and available or not. Where would I go to do this? (fill in the blank below)
   1. You click on Sales > Make New Sale >
3. SCENARIO 1 - You are now going to do the following steps in the Training System:
   1. Add an in-stock “Loveseat” to your shopping cart and then select “Keep Shopping”.
   2. Now add a headboard, footboard, and rails to the shopping cart from the Ashley - B1050 Hyanna group. (These items might not be in stock) While adding the items to the shopping cart make sure you give the footboard a $20 discount. Then click “Keep Shopping”.
   3. Add the “B.11 King Panel Bed” set from the B200 Derekson group to the shopping cart. (These items might not be in stock)
   4. Click “Checkout” to proceed to the customer information screen to complete the sale. Fill in the new Customer’s information and then select that the customer heard about us on Television, Channel 45, on Jerry Springer.
   5. Set it so that 2 salespeople helped this customer so that the commission would be split evenly between the 2 staff members.
   6. Proceed to the checkout screen.
   7. Charge the customer an extra $150 for White Glove Delivery
   8. Take a $200 cash deposit
   9. Finance the remaining balance of the sale using Progressive.
   10. The customer would like the delivery set for tomorrow.
4. SCENARIO 2 - This is written more as a real-life scenario the way a client would describe it. Follow the example in the Training System and perform acts that you 

A customer enters the store.  She wants to buy a lamp that the can take home tonight for their coffee table so it must be in stock. Give them a $5 discount on the lamp for purchasing a floor model.  Make sure to note the line item that it is off the showroom floor.  She also needs a king headboard, footboard, rails, and dresser for her bedroom. 

This she doesn’t mind waiting on.  Her living room needs a sofa and loveseat as well. They also need a Mattress and Box in King.  All of these things they are willing to wait on if necessary so they don’t need to be in stock.  

The customer has a coupon for 10% off the entire purchase.  She plans to pick up their merchandise next Monday other than the lamp which they will take today.  Please note on the sale to call the customer when the goods come in.  

They have $100 cash and will write a check for $300

Ordering

1. How do you add Retail Vendors to the system? (fill in the blanks below)
   1. You click on: Getting Started   >        >
2. What is the difference between a Manufacturer and a Vendor?
3. True or False - Before I can place a purchase order, I must make sure that the Vendor the purchase order is for has been added to my system.
4. Where would I go to generate a purchase order for stock?
5. Find an item that is Not in stock and an item that is in stock available (if you need to add something in stock for this scenario, head on over to Management – Adjustments – Change Inventory – Manual Version and add something from Ashley)
6. Make a sale with both and pay in enough to go thru the reserve process
7. Check to make sure the reserve process ran (you’ll just see a little window pop-up)
8. Track the ETA on the order
9. Receive the order by PO but 1 item did not arrive.  
   1. Question:  there are 2 ways to receive a PO.  One is by Non-Received Purchase Orders and 1 is from the Receive All Items list.  What is the difference and when do you use each?
   2. What happens to that item you don't receive? 
10. You are buying for stock and want to see a list of items from a certain vendor to determine if you should buy more.  (hint: check the options in Generate PO for Stock)
    1. Where can you set the system to remind you to renew your stock orders (hint: this is two different settings, one in system settings page 1 with minimum stock and the other is when you edit a group, making sure there is a minimum stock for that group).
    2. Where can you see a report that will help you determine what you should buy?  Hint there are 3. If you can’t find all 3, don’t sweat it at all, just take a look at Ordering > Inventory and see what would help you determine an answer?
11. Place an order for 5 different stock items. 
12. Not all of them arrived but they will be shipping on a different shipment.  You don't have to reorder.  How do you receive them? 

Permissions

1. What does locking IP address do?
2. What does the login from home permission do? 
3. If I have the “Full Control” permission checked and I check the boxes for other permissions.  What happens?
   1.  
4. What permission is used to access and download all the data? Who should get access to this?
   1.  
5. Why should I be careful who has the permissions for entering employees, modifying employees, and setting employees' permissions?

Bookkeeping / Money

1. What report do I look at to see all my money transactions at the end of the day
2. If I want to put a report in Excel and it doesn't have an export, how do I do that? 
3. What is the difference between cash, accrual, and accrual static income statements? and Why would I use each?
4. How do I enter my bills? Enter a bill from the electric company.  If there is not an electric company set up in the payable, add it. 
5. How do I pay my bills?
6. Pay the bill you just entered from the electric company.  
7. What happens if you only partially pay it? 
8. How do I enter a bill for a purchase order? 
9. Can I do a journal entry in my ledger and if so where?
   1.  
10. Where do I go to pay a credit card bill? 
11. How do I pay sales tax?  Where do I get the detailed report of how much I owe on sales tax?
12. How do I see the value of my inventory as of a certain date?
13. I wrote a check wrong.  How do I redo it?