Application Overview

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ApplicationOverview
Version 2.0
February 1st, 2005
Infocorp Computer Solutions Ltd.
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Table Contents

• New
• Enhanced Features
• Base System
• Application Maintenance
• Customer Management
• Employee Management
• General Ledger
• Inventory Management
• Point of Sale
• Sales Reporting and Analysis
• Vendor Management
• Modules
• Accounts Receivable
• Customer Loyalty Program
• Gift Cards
• Portable Data Collection
• Purchase Order Management

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Enhanced Features
Infocorp's Access2Retail product provides a
feature-rich and scalable retail management
solution. This application offers power
stability, to compliment the most popular
features of the Softwear/POS DOS-based
application Windows Based Access2Retail is a
true windows based product. easy to learn, easy
to use. Microsoft SQL Uses the latest
technology written in Delphi, and based on the
Microsoft SQL database engine. Real Time
Communications Uses high speed internet
connection to communicate in real time, providing
enterprise wide information almost instantly.
Add an item at head office and it shows up at all
locations within minutes! Crystal Reports
Enhanced reports are easier to read with a new
modern layout. Access your information to make
important decisions with the flexibility, of
customizable reports. Supports email delivery of
reports, invoices and purchase orders. Promotions
Instant price promotions, that you can activate
immediately after set up. Plus the ability to
set up timed discounts on departments, vendors,
classes, etc. Maintenance Reporting Enables
maintenance and reporting from any location on
your system. Changes are virtually instantaneous
across your whole organization. Credit Debit
Uses an integrated state of the art system that
provides Credit Debit authorizations in less
than two seconds. Gift cards are also available
with this module. Web Store Solutions
Access2Retail offers the ability to provide a
complete in-store solution and web front-end to
consolidate and centralize your entire retail
operation. Now you can accept online transactions
that are completely integrated to your in-store
system! User Defined Menus The Access2Retail
manager uses a flexible menu definition that
allows you to customize the menu choices seen on
the screen, providing a centralized location to
start. You can customize menus by the addition
and or deletion of functions.
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Application Maintenance
Maintenance is an interface to allow a user
access to the Access2Retail Application
Maintenance functionality. The Maintenance form
provides access to the following
functionality Maintain Locations The Maintain
Locations option allows for the adding, editing,
and retiring/deleting of remote location
descriptions (stores, warehouses,
etc.). Maintain Tax Codes The Maintain Tax Codes
option allows for the adding, editing, and
retiring/deleting of descriptions of tax codes to
describe the types of taxes applied to sales and
orders. Maintain Tax Jurisdictions The Maintain
Tax Jurisdictions option allows for the adding,
editing, and retiring/deleting of descriptions of
tax jurisdictions and the associated taxes that
are collected in each. Installation Settings The
Installation Settings option provides an
interface to allow the user to select and execute
the Access2Retail Installation Settings
functions General The General option allows
for the definition of the parameters that govern
the installation of the software at a particular
location. Customer The Customer option provides
an interface to capture and maintain the business
rules governing the Customer module. Inventory Th
e Inventory option provides an interface to
capture and maintain the business rules governing
the Inventory module. Cash Register The Cash
Register option provides an interface to capture
and maintain the business rules governing the
Cash Register module.
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Application Maintenance Continued
Module Settings The module settings option
provides an interface to allow the user to select
and execute any of the available module settings
functions Accounts Receivable The Accounts
Receivable option provides an interface to
capture and maintain the business rules governing
the Accounts Receivable Module. Accounts
Payable The Accounts Payable option provides an
interface to capture and maintain the business
rules governing the Accounts Payable
Module. Communications The Communications
option provides an interface to manually initiate
the communication of data between the head office
database and location databases, and between a
location database and a stand-alone
database. Hand Held The Hand Held option
provides an interface to capture and maintain the
settings necessary to support the implementation
of hand held devices into the transfer Inventory,
receive Transfer, Receive Inventory, and Receive
PO functionality. Purchase Order The Purchase
Order option provides an interface to capture and
maintain the business rules governing the
Purchase Order module.
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Application Maintenance Continued
Report Maintenance The Reporting option provides
an interface to allow the user to select and
execute one of the five Report Maintenance
functions Transmit Saved Reports The Transmit
Saved Reports option provides an interface to
select and transmit saved reports from a location
to the head office. Print Saved Reports The
Print Saved Reports option provides an interface
to select and print a saved report. Display
Saved Reports The Display Saved Reports option
provides an interface to select and display a
saved report. Maintain Bill Format The Maintain
Bill Format option is an interface to customize
the look and layout of the user definable bill
formats. Maintain Report Format The Maintain
Report Format option is an interface to customize
the look and layout of the user definable report
formats. Additional Parameters Additional
Parameters provides an interface to allow the
user to select and execute one of the several
Miscellaneous Parameters functions Currency
Types The Currency Types option allows for the
adding, editing, and retiring/deleting of
currency types and their associated conversion
factors to allow the processing of multiple
currencies in any of the functional areas of the
application. Payment Types The Payment Types
option allows for the adding, editing, and
retiring/deleting of payments that describe the
ways in which a customer can pay for goods or
services from the organization.
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Application Maintenance Continued
Discount Types Allows for the adding, editing,
and retiring/deleting of descriptions of types of
discount structures customers can be designated
to receive. Return Types Allows for the adding,
editing, and retiring/deleting of descriptions of
reasons an order can be returned Maintain G/L
Accounts Provides an interface to create G/L
accounts in addition to the standard set of G/L
accounts set up as a default with the SWPOS
software. The accounts are used to track more
detailed Accounts Payable and Order Entry G/L
activity than is otherwise possible with the
default SWPOS accounts. Maintain Function
Printers Provides the user with an interface to
attach special function printers to specified
reporting functions. Maintain Ship Via The
Maintain Ship Via option allows for the adding,
editing, and retiring/deleting of descriptions of
Ship Via codes. Maintain FOB Allows for the
adding, editing, and retiring/deleting of
descriptions of FOB conditions. Maintain Location
Categories Allows for the adding, editing, and
retiring/deleting of descriptions of location
categories to describe groupings of
locations. Maintain Payment Terms Allows for the
adding, editing, and retiring/deleting of
descriptions of payment terms, i.e. the ways in
which a customer can pay for goods/services on
credit. Range Settings Provides an interface to
describe range limits to prevent keying errors at
the cash register through the entry of large
numbers into the quantity and price fields. Cash
Register Terms Provides an interface to describe
alternate terms, to the default terms, for the
terms printed on receipts and reflected on the
customer display.
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Application Maintenance Continued
Data Transfer The Data Transfer options are
available, providing the ability to execute
multiple types of data. This option requires an
administrator interface. Mass Transfer Allows
for the creation of a database to contain all the
information necessary for a remote location to
operate. Onhands Allows for the transfer of
on-hand data from a location to the head
office. Mass Onhand Transfer Allows for the
transfer of on-hand data from the head office to
a location. Mass Onhand Update Allows for the
updating of on-hand data from the head office to
a remote location. Mass Other Onhand
Transfer The Mass Other Onhand Transfer option
allows for the transfer of other on-hand data
from the head office to a location. Mass Other
Onhand Update Allows for the updating of other
on-hand data from the head office to a location.
Maintain Username Allows the user to maintain
access rights to the application and functions
within the application. Terminal
Maintenance Provide an interface to allow the
user to select and execute terminal maintenance
functions. Hardware Setup Allows for the
description of the hardware devices specific to
the terminal upon which the application is
running. Transaction Date Allows the user to
change the transaction date on the terminal upon
which the application is running.
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Customer Management
Customer Management provides the user access to
the options necessary to perform the activity
that supports the management of customers who
purchase items or services from the
organization. Maintain Customers The Maintain
Customers option provides a user with an
interface to create new or update existing
customer information. Reporting The Customer
Reporting option provides an interface to allow
the user to select and execute various customer
reports Customer Mailing Labels The Customer
Mailing Labels option provides an interface to
create and print batches of customer mailing
labels for all or a user defined subset of the
organizations customers. Customer Letter The
Customer Letter option provides an interface to
create and print batches of customer letters by
merging a user-selected customer letter format
with all or a user defined subset of the
organizations customers. Customer Call List The
Customer Call Lists option provides the user with
an interface to create and print a customer call
list with all or a user defined subset of the
organizations customers. Customer Sales Summary
The Customer Sales Summary report lists a user
defined set of customers and their related
summary of purchases for the current fiscal
year. Customer Sales Details The Customer Sales
Detail report lists a user defined set of
customers and their related detailed purchases
for a selected period of time. Display Customer
Sales The Display Customer Sales details the
items purchased by a selected customer over a
specified period of time. Customer Comment
List The Customer Comment List report lists a
user defined set of customers and their related
comments information.
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Customer Management Continued
Maintenance The Maintenance
option provides access to the functionality
necessary to maintain the code
tables used in the description of
customers. Maintain Customer Types Allows for
the adding, editing, and retiring/deleting of
Customer Type descriptions. Maintain Customer
Codes Allows for the adding, editing, and
retiring/deleting of Customer Order
descriptions. Maintain Customer Discounts Allows
for the adding, editing, and retiring/deleting of
Customer Discount descriptions. Maintain
Restriction Codes Allows for the adding,
editing, and retiring/deleting of Customer
Restriction Code descriptions. Maintain Customer
Regions Allows for the adding, editing, and
retiring/deleting of Customer Region descriptions
that describe in what tax region a customers tax
information is derived from. Maintain Status
Codes Allows for the adding, editing, and
retiring/deleting of Customer Status Code
descriptions. Additional Utilities The
Utilities option provides access to the
functionality necessary to maintain the customer
data. Change Customer ID Provides an interface
to allow a user to change the id of a selected
customer. Delete Customers Provides an
interface to allow the user to select a customer
or group of customers to delete or retire if they
have historical information that needs to be
preserved.
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Employee Management
Employee Management provides the user access to
the options necessary to perform the activity
that supports the management of the
organizations employees. Maintain Employees The
Maintain Employees option provides the user with
an interface to create, modify, or retire
employee information records. Reporting The
Reporting option provides an interface to allow
the user to select and execute one of the four
Employee reporting functions Sales Performance
Report The Sales Performance Report summarizes
the sales and returns information by day for a
user selected group of employees over a specified
period of time. Commissions Report The
Commissions Report describes employee commissions
and spiffs earned by a user-selected group of
employees for a specified period of
time. Revenue by Employee The Revenue by
Employee report details and summarizes sales and
returns in a manner specified by the user for one
or many employees.
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General Ledger
Many retailers already use accounting software
and choose to continue using that software rather
than switch to the Access2Retail GL module.
However, with the GL module installed the GL
information is collected and stored.
Access2Retail can in turn generate a basic GL
Summary report and to also export this
information to the accounting package of
choice. General Ledger Entities Entities are the
top level of the general ledger system. When
maintaining a new location, an entity will be
selected. All accounting entries into the
general ledger are entered under the selected
entity. General Ledger Cost Centers The next
level of the GL system is the Cost Centers. When
a new department is added to the system, there is
an option to attach it to a GL Cost Center. When
an accounting entry is made because of an action
that applied to a certain department, the Cost
Center attached to that department will be
used. General Ledger Account Only The GL Account
Only makes up the bottom level of the General
Ledger system. General Ledger Summary Report The
General Ledger Summary report details or
summarizes all G/L entries for a selected
location or locations for a selected date
range. General Ledger Export The G/L Export
option provides the user with an interface to
export all un-posted G/L transactions in a form
suitable for import into a third party accounting
software application, and mark the transactions
as being posted.
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Inventory Management
Inventory Management provides the user access to
the thirty options necessary to maintain,
analyze, and report on the inventory for each
store and the organization as a whole. The
Inventory Management functionality is present as
part of the base system install. Maintain
Inventory (Basic and Advanced) Provides the user
with an interface to create, modify, view, and/or
retire inventory items and services sold by the
organization. Edit Inventory Template Provides
an interface to create a template for all
standard defaults for the creation of all new
Inventory Items sold by the organization. Edit
Prices Provides the user with an interface to
change the retail pricing of one or many
inventory items simultaneously, optionally print
tickets for the changed items, and print an audit
report reflecting the price change
activity. Edit Promotions Provides with an
interface to change the promotional/markdown
price of one or many inventory items
simultaneously. The interface allows for the
selection and modification of the pricing,
optionally printing tickets for the changed
items, and finally printing an audit report
reflecting the price change activity. Maintain
Price Rounding Provides an interface to describe
the organizations business rules with respect to
the rounding of prices. Maintain Pricing
Groups This option allows for the adding,
editing, and retiring/deleting of descriptions of
groups of items that receive the same pricing
rules.
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Inventory Management Continued
Maintain Costs The Maintain Costs interface
allows a user to adjust the item costs for one or
a selected group of items simultaneously. Display
Inventory The Display Inventory option provides
the user with access to a read only interface to
review the details of an Inventory
item. Promotions The Promotions option provides
access to the functions necessary to maintain the
promotions and markdowns in use by the
organization. Maintain Promo/Markdown The
Maintain Promo/Markdown option provides the user
with an interface to change the price as of a
selected date for an item or a selected group of
items. Promotions change the price for a
specified period of time, after which the price
returns to the normal retail price described in
the inventory. Markdowns may change the price
permanently or temporarily. Maintain Promotions
Types The Maintain Promotions Types option
provides the user with an interface to describe
types of promotions or markdowns to allow for the
grouping of promotions when printing reports or
analyzing inventory information. Waterfall If
your business sells the same item in many
different ways it can be advantageous, and a time
saving, if you can indicate that an item can be
sold in different ways (e.g. sleeve, case, box).
Although, you can do this using sizes you must
manually indicate that you have opened a box
(which contained 5 sleeves) and adjust the box
down by 1 and the sleeves up by 5.
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Inventory Management Continued
Move Inventory The Move Inventory option
provides access to the functions necessary to
move inventory within a location. Receive
Inventory The Receive Inventory option provides
the user with an interface to receive inventory
from a supplier and update the item cost,
quantity on hand, quantity on order, and quantity
on back order detail for the items being
received. Return to Vendor The Return to Vendor
provides the user with an interface to return
inventory items to the vendor from which they
were received. Adjust Inventory The Adjust
Inventory option provides an interface to
describe and update the quantities on hand for
one or many Inventory Items simultaneously and
print an audit report describing the activity.
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Inventory Management Continued
Physical Count Knowing what inventory you have
and its cost is a vital part of any business. In
order to verify the information you have is
accurate you must perform a Physical Count on a
regular basis. Access2Retail will keep track of
everything that is done through it but there is
no way to account for shrinkage except to count
your inventory. Physical Count
Setup Access2Retail enables you to do a physical
count on your inventory using the concept of the
Snapshot. A Snapshot looks at the current
state of your inventory and remembers the
on-hands for each and every item (even if you are
only counting one department). Once you have
completed counting your inventory you can begin
selling and receiving even if the count has not
been entered and updated. Maintain Physical
Count Snapshots This is where you create the
snapshots, enter the counts, change the counts,
and finally confirm the counts. The initial
display is much like any other maintenance. It
displays any snapshots that you have. To start
with you need to create a snapshot. Print
Physical Count Enter Sheets When an item is
counted, the total gets hand-written onto this
report and subsequently entered into
Access2Retail when the worker gets back to the
computer. This function changes no data. It
merely prints a count sheet based on the Snapshot
that has been selected. Print Physical Count
Variance Report After a snapshot is created you
can print the variance report at any time, even
after the snapshot has been confirmed and the
inventory has been updated although the costs and
prices will reflect whatever the current values
are at the time. This function changes no data.
It merely prints a count sheet based on the
snapshot that has been selected.
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Inventory Management Continued
Tickets The Tickets option provides access to
the functions necessary to maintain and print
price tickets for inventory items. Create
Tickets The Create Tickets option provides the
user with an interface to generate and optionally
print price tickets for one, a group of, or many
groups of inventory items. Create
Promotion/Markdown Tickets The Create
Promotion/Markdown Tickets option provides the
user with an interface to generate and optionally
print price tickets for promotions and
markdowns. Maintain Ticket Format The Maintain
Ticket Format option allows for the adding,
editing, and retiring/deleting of ticket formats
used when printing tickets for items. Print
Tickets The Print Tickets option provides the
user with an interface to print price tickets for
one, a group of, or many groups of inventory
items. Maintain Barcode Printers The Maintain
Barcode Printers option provides the user with an
interface to describe the implementation of
barcode printers in the system.
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Inventory Management Continued
Transfers The Transfer option provides access to
the functions necessary to transfer inventory
between locations. Transfer Inventory The
Transfer Inventory option provides an interface
to move inventory from one location to another in
the organization. Receive Transfers The Receive
Transfers option provides an interface to receive
inventory into a location from another in the
organization. Transfer Receipt Variance The
Transfer Receipt Variance report details
transfers that are complete and transfers that
are incomplete (sent but not received). Transfer
Details The Transfer Details report details the
inventory items transferred in and transferred
out of the selected locations. Transfer
Reconciliation The Transfer Reconciliation option
provides the user with an interface to reconcile
transfers where the quantities transferred/receive
d have been erroneously captured at the receiving
location.
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Inventory Management Continued
Reporting The Inventory Reporting provides an
interface to allow the user to select and execute
several inventory reports Inventory Value
Report Details the item quantities on hand and
their value at cost and retail at the time the
report is run. Suggested Reorder Report
Identifies and optionally creates Purchase
Orders for items in inventory that need to be
reordered based on the minimum quantity on hand
values and on hand values. Price List The Price
List report provides a detailed listing of
pricing information by item. Inventory Status
Provides a listing by item of the inventory
status information for use in assisting the
reorder process. Inventory Movement Status
Offers a summary or detail listing of transfers
(in and out), adjustments to quantity, and
returns for each selected item. Pending
Promotions Report Describes all details of any
promotions or markdowns that are active or
pending activation during a user-specified period
of time. Promo/Markdown Sales Details the
effect of markdowns and promotions on item
sales. Promo/Markdown Projection The report
details the projected effect of markdowns and
promotions on item sales. Register Items Report
Details the items that have been added to the
inventory at the Cash Register.
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Inventory Management Continued
Parameters The Parameters option provides access
to the functionality necessary to maintain the
code tables used in inventory. Maintain
Departments Provides the user with an interface
to describe departments into which inventory
items can be associated. Maintain
Classes Provides the user with an interface to
describe classes into which inventory items can
be described. Maintain Subclasses Provides the
user with an interface to describe subclasses
into which inventory items can be described.
Maintain Seasons Provides the user with an
interface to describe seasons in which specified
inventory items are sold. Maintain Product
Lines Provides the user with an interface to
describe product lines into which inventory items
can be described. Maintain Inventory
Codes Provides the user with an interface to
describe codes into which inventory items can be
described. Maintain Units of Measure Provides
the user with an interface to describe units of
measure that can be used to describe how
inventory items are received and sold.
Maintain Level Tables Provides the user with an
interface to describe types of inventory items
maintained in the inventory. The level table
descriptions are used when describing inventory
items in the Maintain Inventory option. Maintain
Level 2s The Maintain Level 2s option provides
the user with an interface to maintain level 2
descriptions for inventory items.
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Inventory Management Continued
Utilities The Utilities option provides access
to the functionality necessary to maintain the
inventory data. Copy Inventory The Copy
Inventory option is an interface to allow for
copying of inventory descriptions from one
location to one or many locations. Create
UPC The Create UPC option is an interface to
generate UPC codes for items that do not have bar
codes. Change Tax Flags The Change Tax Flags
option is an interface to modify the tax flags of
one or many inventory items simultaneously
without having to use the Maintain Inventory
option to change each item individually. Mass
Inventory Change The Mass Inventory Change option
allows the user to change the inventory
information for a group of selected items (not
tax flag information) simultaneously without
having to use the Maintain Inventory option to
change each item individually. Purge Level
2s The Purge Level 2s option is an interface to
allow for the mass deletion of Level 2 codes that
are not in use in the system. Note! This in
handled through customized script files. Purge
Inventory The Purge Inventory option is an
interface to allow for the mass retiring/deletion
of Inventory Items for which there has been no
recorded activity. Note! This in handled through
customized script files.
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Point of Sale

• Point of Sale provides the user access to the
  options necessary to perform the activity that
  supports the selling of goods and services to a
  customer.
• The POS functionality is present as part of the
  base system install.
• Cash Register
• The cash register manages the capture of
  commerce-related activity between an employee of
  the store and the stores customers. The Cash
  Register function provides an interface to
• Make a Sale or Process a Return
• Void a Sale or Return
• Reprint a Bill
• Process an On Account Payment
• Accept a Deposit on a Purchase
• Create Quote
• Maintain Quotes
• Process a Supplier Pay Out
• Obtain a Customer Balance on Account
• Manage Sales on Layaway
• Place an Order

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Point of Sale Continued
Enter Customer Sales ID The Enter Customer Sales
ID option is an interface to support the
requirement of allowing an employee to revisit an
existing sale transaction for the purpose of
updating the customer information, not captured
at the original time of the sale. Location
Employee Report The Location Employee Report
summarizes sales information by day and employee
for each location to assist managers in reviewing
the performance of their employees. POS Unit
Report The POS Unit Report highlights items that
were sold at a location for any given period of
time. The report is designed to assist employees
of a store or head office in understanding the
impact of sales over a period of time on the
inventory. Maintain Cash Float The Maintain Cash
Float option provides an interface to describe
the opening balance of cash drawer for a cash
register. The float is used to determine the
bank deposit due to sales at any time the
cashout activity is performed on a cash
register. Credit / Debit Authorization Credit /
Debit Authorizations allow the user to configure
and report on credit authorization transactions.
These are 3rd party interfaces that perform the
authorizations on line. Credit / Debit reporting
is usually made available directly on-line via
the internet. Detailed descriptions of the
functionality and their presentation would be
defined following a review of the options
available based on 3rd party vendor of
choice. Stand-Alone Cash The Stand-Alone Cash
option allows an employee to operate the Cash
Register activity without be attached to the
stores network.
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Sales Reporting and Analysis
Sales Reporting and Analysis The Sales Reporting
and Analysis provides the user access to the
options necessary to analyze and report on the
sales, inventory, and merchandising activity of
the organization. Daily Sales Reports The Daily
Sales Reports option allows access to the daily
sales reporting functionality available in the
system. Sales by Day/Week The Sales by Day/Week
reports allow the user to list the complete
details of each sale made in a selected
period. Sales Time Analysis The Sales Time
Analysis reports provide a breakdown of the sales
versus the time-of-day at which the sales were
made, assisting in understanding staffing
requirements. Gross Margin Exception The Gross
Margin Exception report details items sold that
did not meet the Gross Margin percentage values
determined by the organization. Sales
Exception The Sales Exception report details
items sold where the selling price was not the
same as the current selling price (by virtue of
markdown, promotion, or overriding at the time of
sale). Multiple Unit Sales The Multiple Unit
Sales report lists by each employee the number of
sales with how many items on each sale to assist
management in understanding which employees are
better at suggestive selling and creating
multiple unit sales. POS Unit The POS Unit
report details and summarizes the items sold by
classes and departments to determine which are
producing the most unit sales.
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Sales Reporting and Analysis Continued
Promotional/Markdown Item Sales The
Promotional/Markdown Item Sales report details
items sold on promotion and summarizes the sales
by class and department. Tax Collected The Tax
Collected report details all tax collected and
non-taxable items sold for a selected period of
time. Voided Sales The Voided Sales report
details all sales that were voided for a selected
time period. Sales Payment Analysis The Sales
Payment Analysis report details by payment type
the sales and payment information for the sales
for a selected time period. Other POS Activity
Analysis The Other POS Activity Analysis reports
option allows a user to select and preview/print
one of the following reports Open
Quotations The Open Quotations report details or
summarizes all quotes not converted to sales for
a selected period of time. Paid Out Report The
Paid Out Report details all the Supplier Pay Out
activity captured in the POS Cash Register
function for a selected period of
time. Outstanding Layaways The Outstanding
Layaways report details all Layaway activity
captured in the POS Cash Register function for
a selected period of time.
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Sales Reporting and Analysis Continued
Outstanding Storages The Outstanding Storages
report details all storage activity captured in
the POS Cash Register function for a selected
period of time. Storage Analysis Report The
Storage Analysis Report summarizes all storage
activity captured in the POS Cash Register
function for a selected period of time. Layaway
Count The Layaway Count report details all items
on layaway. Storage Count The Storage Count
report details all items on storage. Layaway
Payments Due The Layaway Payments Due report
details all expected payments due to be remitted
in a selected weekly period. Outstanding
Repairs The Outstanding Repairs report details
all repair activity captured in the POS Cash
Register function for a selected period of time.
Special Order Fill Report The Special Order
Fill Report details all the special order
activity captured in the POS Cash Register
function for a selected period of time. Cancel
Layaways The Cancel Layaways report details all
layaways, storages, and special orders activity
that are a specified number of days past when
they should have been picked up. The Cancel
Layaway function also has the option of canceling
the activity automatically for the selected
batch.
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Sales Reporting and Analysis Continued
Sales Analysis The Sales Analysis reports option
allows a user to select and preview/print one of
the following sales analysis reports Sales by
Category The Sales by Category report analyzes
sales of selected items for the current week,
month, and year as a function of the department,
or vendor/season, or vendor/class. Item Sales
Analysis The Item Sales Analysis report analyzes
items based on user-selected content (item
attributes) reflected in user-defined sort
criteria for user-specified time periods. Sales
by Class The Sales by Class report analyzes
vendor item sales for the current week and month,
sorted by class allowing for the comparison of
sales of vendor items within item
classes. Fast/Slow Selling Items The Fast/Slow
Selling report analyzes item sales by comparing
expected sales levels to actual sales levels for
the purpose of identifying that are not selling
well, or items that are selling better than
expected. Inventory Turns The Inventory Turns
report details the number of turns for each
user-selected item in the report.
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Sales Reporting and Analysis Continued
Inventory/Sales Trend Analysis The
Inventory/Sales Trend Analysis option allows the
user to graphically review sales activity over a
period of time. The user has the option of
selecting one of the following analyses Inventor
y Sales Graph The Inventory Sales Graph allows
the user to graphically chart the Inventory Sales
on a weekly or monthly basis. This comparison
can be between departments, classes, seasons or
vendors. Employee Sales Graph The Employee
Sales Graph allows the user to graphically review
employee sales performance over a period of time.
Sales Time/Day Graph The Employee Sales Graph
allows the user to graphically review the sales
by day/time over a period of time. Inventory
Sales The Inventory Sales report allows a user to
detail and/or summarize one or many of the
inventory items sold over a specified period of
time. The report allows for the incorporation of
sales and inventory information for each item in
the report.
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Sales Reporting and Analysis Continued
Merchandising Reports The Merchandising Reports
option allows a user to analyze the sales and
inventory data in one of seven different views
Item/Size Analysis The Item/Size Analysis
report is designed to analyze an items Level
3, which are usually sizes. Item/Level
Analysis The Item/Level Analysis report is
designed to assist in the review of inventory by
level 2 for a selected location or across
locations. Item/Period Analysis The Item/Period
Analysis report allows for the comparison of
level 2s over weekly periods or monthly periods
for one or a selected group of locations.
Sold/On Hand Analysis The Sold/On Hand analysis
report allows for the comparison of the On Hand
count for a specified number of weeks or months
for one or a selected group of locations.
Gross Margin Analysis The Gross Margin Analysis
report describes the gross margin for the last
week, month and year of sales for one or a
selected group of locations. Location
Analysis The Location Analysis report allows for
the comparison of a locations performance with
respect to other locations. Location Summary
Analysis The Location Summary Analysis report
allows the user to review a summary of the sales
and inventory activity at a location for a
specified period of time.
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Sales Reporting and Analysis Continued
Summary Reports The Summary reports allow the
user to perform summary analysis on selected
locations. Summary/Location Report The
Summary/Location report allows the user to review
a summary of the sales and inventory activity at
a location for a specified period of time in a
format defined by the user. Location/Summary
Report The Location/Summary report allows the
user to review a summary of the sales and
inventory activity at specified locations for a
specified period of time in a format defined by
the user.
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Vendor Management
The Vendor Management zone provides the options
necessary to perform the activity that supports
the management of vendors who provide the
organization with inventory items or
services. Maintain Vendors The Maintain Vendors
option provides an interface to create new,
modify, or retire existing vendor
descriptions. Maintain Vendor Codes The
Maintain Vendor Codes option allows a user to
create, modify, or retire vendor codes used to
describe groups of vendors that share some
similar characteristic. Vendor Mailing
Labels The Vendor Mailing Labels option provides
an interface to create and print batches of
vendor mailing labels for all or a user defined
subset of the organizations vendors. Vendor
Comments List The Vendor Comments List report
allows the user to preview/print the comments
captured for each vendor for all or a user
defined group of vendors.
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Accounts Receivable
The Accounts Receivable module provides the user
access to perform the activity that supports the
management of lines of credit extended to
customers who purchase items or services on
credit from the organization. Providing in-house
accounts for your clients can be a very
attractive incentive for new customers. Keeping
customers accounts current is an important part
of your cash flow. A/R Transaction Entry The A/R
Transaction Entry option provides an interface
for a user to create transactions reflecting
non-cash register activity affecting a customers
account. Apply Outstanding Amounts The Apply
Outstanding Amounts option allows the user to
apply payments, deposits, and credits, not
already applied, to customers invoices and
debts. Auto Apply Credits The Auto Apply Credits
option allows a user to automatically apply all
unapplied credit transactions to outstanding
debit transactions without having to manually
review each application. Display A/R
Transactions The Display A/R Transactions option
provides an interface for an employee to inquire
on the aged balances owing on a customers
account, and optionally modify the customers PO
and A/R comment information for each transaction
being reviewed.
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Accounts Receivable Continued

• Accounts Receivable Reporting
• The A/R Reporting option provides an interface to
  allow the user to select and execute the optional
  A/R reports
• Accounts Receivable Module
• The following are part of Access2Retail
  Accounts Receivable rich tool set
• Accounts Receivable Transaction Entries
• Apply Credits,
• Auto Apply Credits,
• Display A/R Transactions,
• Generate Statements,
• Reverse Interest Charges,
• Post GL Interest Batch and Reporting
• Aged Accounts Receivable
• The Aged A/R report allows a user to
  preview/print a summary or detail of the account
  balances for a user-defined set of customers.
• Accounts Receivable Statements
• The A/R Statements option allows a user to print
  A/R statements reflecting the status and payment
  due of all or a user defined range of customer
  accounts.

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Customer Loyalty Program

• Customer Loyalty Program Overview
• Customers are vital to any business. Getting
  repeat business from your existing customer base
  is cheaper and easier than having to get a new
  customer for every sale. To that end, the
  retailer needs to cultivate their customers and
  reward them for coming back. One way to this end
  is to have a customer rewards program where your
  customers can earn rewards on each sale and
  redeem them towards a future purchase. This
  program is non-exclusive all customers can earn
  rewards.
• This program provides the retailer the option to
  set up a customer loyalty program similar to a
  promotion. Rewards earned are calculated
  simultaneously with the sale. Additionally, the
  program has the capability to specify multiple
  loyalty programs. e.g. A standard loyalty
  program that runs all of the time and then adds a
  special promotion for a period of a week that
  will double the rewards or give extra rewards on
  specific items or departments.
• Operations
• Create/Edit Loyalty Program
• Create Reward Certificates
• Sell inventory to accumulate rewards
• Redeem Reward Certificates at the register
• Create Reward Certificate at the register
• Create Multiple Reward Certificates
• Print Reward Audits

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Gift Cards

• Gift Cards Overview
• Gift Cards is a new feature offer by Mercury
  Payment Systems. Many retailers use the internal
  accounts receivable system to track store
  credits. This can be confusing though since the
  store credit is stored as a minus value. Gift
  cards are a simple solution that allow a customer
  to use their store credit across multiple
  locations. Since the balance is stored off-site
  at Mercury Payment Systems there is no concern
  about updates not being communicated to other
  locations within the retailers chain.
• Gift Card Functions
• Issue Gift Card
• Sell Gift Card
• Return Gift Card
• Void Issue
• Void Sale
• Void Return
• No NSF Sale
• Balance Inquiry
• Gift Card is another payment tender and is
  generally treated as such. When a clerk issues a
  gift card it needs to be treated as a liability.
  As well, there needs to be a new inventory type
  called MG (Mercury Gift Card) so that it can be
  sold through the cash register.
• Gift Cards can be issued to a customer in one of
  two ways. A customer may purchase the Gift Card
  or it may be issued to the customer rather than
  giving their money back on a return.

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Portable Data Collection
Overview Performing a physical inventory can be
a time consuming and expensive task. To that end
you need to keep the procedure simple and yet
comprehensive. The time spent on the floor
counting stock should be as streamlined as
possible. portable data collectors can help this
out immensely by performing some rudimentary
validation. Access2Retail already handles a
regular physical count. This module enables you
to do a physical count on a Portable Data
Collector that will feed into the existing
Physical Count system. Setup Sets a default Path
Name to read the count from and a default Path
Name to save the validation list to. Create
Validation List This function creates a file that
contains the level1-4 codes and the barcodes for
each included item in the snapshot. If an item
has more than one barcode it is simply listed in
the file many times. Receive Count then Update
to Snapshot Once the count has been entered into
the PDC values are then imported into our
Snapshot. This function reads the file and
updates the counts into the selected Snapshot.
Validation is then done on the items before
updating the Snapshot. Any reported errors
inform the user if and where problems reside.
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Purchase Order Management
The Purchase Order module provides the user
access to options necessary to perform the
activity that supports the ordering of goods from
Vendors through the creation, maintenance,
publication and receipt items on purchase orders.
Maintain Purchase Orders The Maintain Purchase
Orders option provides an interface to create new
and maintain existing purchase orders. Activate
Purchase Orders The Activate Purchase Orders
option provides an interface to selectively
activate pending purchase orders in order update
the quantities on order and make them available
for printing/delivery to the vendor. Print
Purchase Orders The Print Purchase Orders option
provides an interface to allow the user to print
or reprint one or a batch of activated purchase
orders. Receive Purchase Orders The Receive
Purchase Orders option provides an interface to
allow the user to enter receipts from vendors for
items received and indicate the receipt of those
items into inventory. Display Purchase
Orders The Display Purchase Orders option
provides an interface for the user to quickly
select and view the summary and detail of any
purchase order in the system regardless of
status.
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Purchase Order Management Continued
PO Reporting The PO Reporting option provides an
interface to allow the user to select and execute
one of the four purchase order reports Purchase
Order Status Report The Purchase Order Status
report allows a user to review/print in summary
or detail the status of any selected group of
purchase orders matching the user-defined
criteria. PO On Order Report The PO on Order
report allows a user to review/print the details
of items on order in open purchase orders
matching the user-defined criteria. Receipt
History The Receipt History report describes the
purchase orders that have been received, in
detail or in summary, for a specified
period. Review Suggested Orders The Review
Suggested Orders option in the PO zone allows the
user to review, maintain, and optionally create
Purchase Orders from the items identified in the
Inventory Management Inventory Reports
Suggested Reorder Report activity. Maintain Ship
Instructions The Maintain Ship Instructions
option allows a user to create and maintain
descriptions of shipping instructions used when
creating purchase orders.
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Web Sales Interface

• Overview
• The Access2Retail system can be integrated with
  a custom web site interface which supports
  ecommerce sales. The Access2Retail application
  supports stored procedures that directly imports
  and processes web sales.
• In order to facilitate this, the system will
  store two descriptions and two images for web
  use.
• Web Data Maintenance
• Access2Retail provides the user with the ability
  to maintain their Web merchandise directly within
  its own database. No secondary data file is
  necessary for your ecommerce web site.
• Web Location
• Access2Retail also provides the ability to
  configure a special Web location within the data
  file. This enables separate inventory tracking,
  sales analysis reporting, promotions, etc..
• Web Data
• Within the Access2Retail data file, item details
  are stored to support Web based merchandise.
• Special Descriptions
• Comments about products
• Thumb nail image of Product
• Actual Web Image of Product