ACCUPOS RETAIL SETUP GUIDE
MAS 90/200 V3
PART 1 COMPANY SETUP
In order to use AccuPOS Retail and have it update MAS90/200
for inventory and accounting purposes, we ask that you setup your MAS90/200
Company file first. If you are installing MAS90/200 for the first time, please
consult your MAS90/200 Advisor or Sage customer support with questions
pertaining to accounting issues. This manual and AccuPOS Retail support staff
will only support issues that are required for AccuPOS Retail to operate
properly.
1. SETUP
INVENTORY, NON-INVENTORY AND SERVICE ITEMS
We know that setting up items for the first time can be a
time consuming task, but the good news is that you will only have to do it once. AccuPOS Retail will import your
item list from MAS90/200, there is no need to re-enter inventory information.
Set your items up like you would normally do following the
MAS90/200 instructions.
The following fields will be used at the Point Of
·
The item No. field
will be used to apply items item to transactions (unless an Alias is set up)
·
The first 25
characters of the description will be printed on the receipt
·
Std price will be
used as price level 1 in AccuPOS
Other than entering the item information using the existing fields in MAS90/200 you might need to create some custom fields, please read on to determine if you need to create these fields.
Using ALIAS field – If
Alias is not defined, AccuPOS will use the Item No. from MAS to apply items to
transactions. In some cases when the inventory is bar-coded, you may want to
reserve this field for a code that is different from the barcode. For example,
you may want the item no. field to be a manufacturer reorder code, on-line item
code etc. In this case you would need to create an Alias for the bar code information.
1.
Select General as the Type
2.
In the description type SKU
(must be all caps and no spaces)
3.
If your items are already
bar-coded, it is recommended that you scan the bar code number into the Alias
Item Number field. Scanning will help eliminate human error and works faster.
Just place your cursor in the "ALIAS" (or Item NO) field and scan the
existing barcode. For items that are not bar-coded assign a number manually, later
we will use these numbers to print bar codes or to setup buttons on the screen.
NOTE: Scanner must be keyboard
wedge or USB, to scan bar codes into MAS90/200
Remember, when assigning your own item codes:
A.
If you plan on printing bar-code
labels, we recommend using numbers only. AccuPOS always has a numeric keypad
available, introducing letters to the item code will require a keyboard to be
present in case the bar code can not be scanned.
B.
There is no need to use more
then 4-6 characters. The more characters the item code will contain, the more
space you would need on the label. If planning on printing on jewelry labels,
use no more then 4 digits.
C.
Item codes may not be longer the
20 characters, AccuPOS will skip them during the import routine.
D.
Although some may work, we do
not support special characters in the item code. If you must use them, you will
do so at your own risk.
Using TYPE field – If
type is not defined, AccuPOS will use the Product Line as the type. The type
field will be used in AccuPOS for the following.
1.
Percentage Discounts by type -
AccuPOS Retail will enable you to apply a percentage discount by type for a
user-defined period of time. For example, you may want to discount Chemicals by
10% till the end of the month.
2.
Quantity Pricing - AccuPOS
Retail will enable you to create X for N pricing by item type. For example, if
Campbell Soup sells for $4.00 each, you may want to sell 3 for $10.00 from
3.
Alternate Taxing - AccuPOS
Retail will enable you to set different Sales Tax rates based on the item type.
For example if an item is consumed in house or is considered a luxury item it
can be set to be automatically sold at a higher or lower sales tax rate.
4.
Customized Reports – When using AccuPOS
Retail existing reports, generating reports using Crystal Reports or Microsoft
Access, you may filter sales information by item types.
5.
Food Stamps - AccuPOS Retail can
calculate a separate total amount that can be paid using food stamps. Which
items can be paid for with Food Stamps is based on the item type.
6.
Remote Printing – When using the
AccuPOS Remote Printing Module, you may define which items will print and where
they will print based on the item type.
7.
Follow on items – You may set
follow on items based on the item type. For example, you can set AccuPOS to
apply a CRV (Cash Redemption Value) anytime a CASH VALUE item type is sold.
Using CHOICES
field – Choices are usually used when an item needs to be
prepared as the customer places the order. The choice keys in AccuPOS will
allow you to provide pre set instructions as to how to prepare the order. For
example, if selling food, the customer may want to order a garden salad with
Italian dressing. In this case when setting the garden salad as an item, enter
SALAD in the choice field. Later, you can create a choice page called SALAD
that will contain all the possible add-ons salads may have.
To create the TYPE and/or CHOICES custom fields, use Inventory
Management Options and click on the Additional tab. The Category fields are used by AccuPOS for
the custom fields. It does not matter which category number you choose for
which field.
2. CREATE,
“POS” CUSTOMER
First, create a Salesperson number. Go to the Salesperson Maintenance window in
the Accounts Receivable, Setup folder, and type “0000” in the Salesperson
Number field.
Click Accept.
Then create a Customer called “POS” and assign 0000 as the
sales rep. If you are using Divisions, assign the POS customer to the division
that AccuPOS will report to. If you will be using AccuPOS in more then one
location for more then one division, create a POS customer for each one of the
divisions.
3. CREATE
“SALES TAX”
Go to Modules, Library Master, Common, and Sales Tax Class
Maintenance. Create each Tax Class that
will be used at the Point of
Click Accept.
From Sales Tax Code Maintenance, create your Sales Tax
Code. Then go to Tax Class and locate
the Tax Class you created. Now add the
Tax Rate, and do this for every Tax Class that applies, click OK after each
one.
When you are done, click Accept.
4. CREATE
“POS TAX” SCHEDULE
Go to Modules, Library Master, Common, and select Sales Tax
Schedule Maintenance.
Create the Sales Tax Schedule “POS TAX”. Now assign your tax code, click OK. Assign all Tax Codes that will be used at the
Point of
Click Accept when you are finished.
5. CREATE
PAYMENT TYPE “CASH”
Go to Modules, Accounts Receivable, and Setup. Double click Payment Type Maintenance, and
for Payment Type, put in CASH. You can
also put Cash for the Description. For
Type select Cash on Delivery, and also assign your Asset Account.
Then click Accept.
6. CREATE
“TENDER SUMMARY” ACCOUNT
The Tender Summary account enables AccuPOS Retail to summarize
and split the tendering totals by tender type coming from the Point Of Sale to
user defined accounts. AccuPOS Retail will post all tendering totals from the
Point Of Sale (in lump sums) to this account and then will automatically create
journal entries for each tendering type, transferring the funds to the account
of choice.
NOTE: Even if you do not use the banking feature in MAS90/200, it is still recommended that you setup a Tender Summary account.
Go to Account Maintenance.
Put in your account number, and “Tender Summary” in the description
field. In the Account Type drop down,
select “Other Assets”, and in the Cash Flows Code drop down, select “Cash”.
Now click Accept.
This account can be used as an audit trail account. At the
end of each day, after MAS90/200 is updated by the Point Of Sale and sales and
journal entries have been posted, check the account balance. If this account has
a Zero balance that means that sales and tendering where posted correctly. If
this account is either positive or negative there was a problem updating your
accounting software and you must contact your Dealer or Attitude POSitive
support team immediately.
Note: POS sales transactions will create Mas sales order
that will need to be posted to create invoices.
