Complete Retail Express is a Feature Rich, Easy-To-Use Point-of-Sale Application. This tour is a quick way to view some of the many features of the program and a great way to envision how the benefits to your retail business can be easily achieved.

Detailed information is available in the included manual (from which this tour was taken) and from on-line support at www.completeretailexpress.com and telephonic or email support available with purchase of any software product.

Note: All this material is copyrighted so any commercial use is illegal.

Choose a Sales Transaction Topic Below:

Making A Sale

VariationsOnSalesTransactions

Processing Return Items

Return Items for Store Credit

Selling and Redeeming Gift Certificates & Coupons

Selling and Redeeming Gift Cards

Holds & Layaways

Discounts, Price Checks / Stock Quantity

Close Out, End of Shift

Choose an Employee / Customer Transaction Topic Below:

Clocking In & Out

Customer Set Up Maintenance

Choose a Vendor / Inventory Transaction Topic Below:

Vendor Set Up & Maintenance

Adding Inventory Items

TO CLOCK IN:

Access the time clock in either of several ways:

-        Press the {F3} key

-        Click  on [F3] on screen key at the bottom of the screen

-        Select Options, then Clock in / Clock out

Enter clerk password, enter clerk ID, select [OK]

(Initially it is suggested that each clerk use their initials, but this should be changed after the clerks are familiar with the program.)

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Select the [Clock In] on screen button, when accepted by the program the [Cancel] on screen button changes to [Done] and the message “Clock In Successful”

TO CLOCK OUT

Simply repeat the procedures used to clock In when Clocking out.

Forgetting to clock In or Out:

If you try to clock In or Out when the program already has the clerk in that status the error box Return either: “You never clocked out…, You Never clocked in…”

Select Cancel, Cancel then get a supervisor administrator password to accept the clock in or out time.  (the administrator will need to correct the time punches prior to submitting hours for the period.

There are at least three ways to get to the Customer Maintenance Module:

1)    {F4} key from keyboard or [F4] on screen button

2)    Select from pull down menus |Tools |, |Customer Maintenance |

3)    Select on screen buttons:[Options], Admin], [Customer Maintenance]

Once “Customer Maintenance” appears on the top left of the screen, select, [ADD]

General: (contact information)

-        Customer #, usually phone or other ID

-        Name

-        Address

-        Telephone Numbers

-        Discount Level (1 to 5 alternative pricing levels)

-        Tax Exempt (out of state or wholesale)

Account: (In store accounts, credit information)

Extended:

-          Credit Card Information

-          Event Date (birthday?, renewal?)

-          Referral Source

-          E-mail

Shipping: (Complete name/address info for shipping)

Notes:  (Free form field, virtually unlimited amount of info)

Customer Purchase Information

All purchases made by this customer are recoded here.

Before Adding or Inventory Items, departments and vendors must be set up.

Departments are simply logical divisions of the entire stores inventory, it is useful in analysis to use smaller similar groups in identifying trends.

To Create/Add Departments

From the POS Software main Menu:

-          Select, [ Options ]

-          Select, [ Administrative ]

-          Select, [ Department Maintenance]

To Add Dept. – Select [ Add ]

-          Type Department ID, (8 alpha numeric characters)

-          Type Department Description, (30 alpha numeric characters)

-          Select Type, (Regular, Rental, Employee)

-          Select  [ Save]

To Make Changes to an Existing Dept. – Select [Update]  (To View all Depts. – Select, “Search by Dept ID”

To Create/Add Vendors

From the POS Software main Menu:

-          Select, [ Options ]

-          Select, [ Administrative ]

-          Select, [ Vendor Maintenance]

To Add Vendor. – Select [ Add ]

-          Type Vendor ID, (12 alpha numeric characters)

-          Type Department Description, (30 alpha numeric characters)

-          Select Type, (Regular, Rental, Employee)

-          Select  [ Save]

To Make Changes to an Existing Vendor – Select [Update]

To View all Depts. – Select, “Search by Dept ID”

Use this this method when inventory items have UPC (12 character) barcodes, and complete information is not available in digital form from the vendors.

Before entering new items, organize the item entering process into first all items of the same DEPARTMENT and second all items of the same VENDOR.

From the POS Software main Menu:

-          Select, [ Options ]

-          Select, [ Administrative ]

-          Select, [ Inventory Maintenance]

Select to Add Items

- Choose the [ Add ] on screen button

Select Type of Item to Add

- Select [Standard] Item

Select Item Department

- Select Appropriate Department, remember to sort items by department and vendor.

Complete the Options Tab:

-          Select Department (previously established)

-          Scan  type Item Number

-          Type Description (30 Characters)

-          Cost (paid amt. from invoice)

-          Purchase Price (sales price, use multiplier)

-          Retail Price (MSRP, usually higher, info only)

-          In Stock (single item , broken out cases)

-          # of Cases

-          Reorder Level, quantity at which you want to be alerted to reorder the item

-          Reorder Quantity, amount desired to reorder

-          Location