You will have 45 minutes on Monday to complete the tasks listed below. Make sure you know how to do these things backwards and forwards by then.
Settings: in cch_demo.
- What point is it set to pay taxes? (What are advantages or disadvantages of each setting?)
- What point is it set to reserve product? (What are advantages or disadvantages of each setting?)
- How is it set to price items (Why would a retailer use one setting vs another?)
- If I want to set it to price all locations the same by manufacturer …how will I do that?
- If I need to change how to price something , how do I do that?
- Does it have in-house financing set and what is the interest on a term financing? (What is in house financing? What business requirements/ jobs /tasks will a retailer have in order to have in house financing as part of their business plan?
- Does it have fine print setup? Add a sentence to the sale fine print.
- Is reserve by location turned on? What does that mean? (Why would a retailer want to reserve by location?)
- How can I set to have a specific price for one item, and then let the system calculate the price automatically for other items?
- Is there a document I can use to help determine who should do what on the software and then assign permissions?
Getting Started:
- What are categories used for?
- Why do I have to enter my manufacturers as manufacturers and as vendors?
- How do I add a product/item to the software?
- If an item comes in 3 boxes but the manufacturer has it listed as 1 item number what do I do?
- How do I create package deals (sets)? Why would I want to do this?
- If I need to change the default cost what are the 2 ways to do that?
- What areas can I use barcoding for in the system?
Permissions:
- What does locking IP addresses do?
- What does the login from home permission do?
- If I have full control and I check the other boxes. What happens?
- What permission is used to access and download all the data and who should get access to this?
- Why should I be careful who has enter employees, modify employee, set permissions?
Sales:
CASE 1
Step 1 – Make a Sale
- Sell a Decorative Chair from in stock
- Sell a Special Order headboard and footboard and rails from Full Catalog that I do not have in stock
- Give a $20.00 Discount on the Footboard
- Add to this order a 2 piece living room set, that the customer can choose their own fabric on.
- Next complete the sale; customer heard about us on television, Channel 45, on Jerry Springer.
- 2 Different sales people helped this customer, (so it will split commission)
- Charge the customer an extra $60.00 to pickup their old bedroom set.
- Take $100.00 deposit cash
- Customer will make a 2nd payment of $100.00 by check.
- Finance the balance through Beneficial
- They want Delivery for tomorrow
- Order and receive all of the furniture for the customer.
- Deliver all furniture
- Confirm Delivery
- Go to check the system to make sure it shows in my commissions
- Pull Sales Report and Supervisor Reports to show all transactions of this sale
Case 2 this is written more as a real life scenario the way a client would describe it
Sale Case Example
A customer enters the store. She wants to buy a lamp that they 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. The remaining balance will be financed by GECC.
Save it as sale!
Ordering:
- Find an item that is Not in stock and an item that is in stock available
- Make a sale with both and pay in enough to go thru the reserve process
- Check to make sure the reserve process ran
- Track the ETA on the order
- Receive the order by PO but 1 item did not arrive.
Question: there are 2 ways to receive a PO. One is by PO and 1 is from the list. What is the difference and when do you use each?
What happens to that item you don't receive?
- You are buying for stock and want to see a list of items from a certain vendor to determine if you should buy more.
- Where can you set the system to remind you to renew your stock orders?
- Where can you see a report that will help you determine what you should buy? Hint there are 3.
- Place an order for 5 different stock items.
- 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?
- Walk me thru how to recount inventory
Permissions:
- What does locking IP address do?
- What does the login from home permission do?
- If I have full control and I check the other boxes. What happens?
- What permission use to access and download all the data and who should get access to this.
- Why should I be careful who has enter employees, modify employee, set permissions
Bookkeeping / Money (not there are no videos on these but there are written directions in shared-
- What report do I look at to see all my money transactions at the end of the day
- If I want to put a report in exl and it doesn't have an export, how do I do that?
- What is the difference between cash, accrual and accrual static income statements and why would I use each
- How do I enter my bills? Enter a bill from the electric company. If there is not an electric company setup in the payable add it.
- How do I pay my bills?
Pay the bill you just entered from the electric company.
What happens if you only partially pay it?
- How do I enter a bill for a purchase order?
- Can I do a journal entry and if so where?
- Walk me thru how to enter and pay a credit card bill.
- How do I pay sales tax. Where do I get the detailed report of how much I owe on sales tax.
- How do I see the value of my inventory as of a certain date.
- I wrote a check wrong. How to I redo it?