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Our POS system has several tools for employee management
Security controls employee accesses to each module of the Point of Sale software.
Keep signatures on file for automatically add authorized signatures to purchase orders. When you enter the purchase order screen, you must enter the last four digits of your social security number. By doing so, your authorized signature is automatically added to the purchase order.
Keep notes on employee performance, training status, and other important information.
Inter-office E-mails
Improve communication and reduce the frequency of meetings with inter-office e-mails. Keep employees informed of company information and procedural changes. Communicate to one person, a group of people, or everyone in the company. This works great for managers who work opposite shifts, and allows sales staff to communicate with installers, delivery, and service staff.
Automatic e-mail notifications include — Notification of price updates, notification to Accounts Payable for refund checks, follow-up call results, and when special order items have been added to inventory. Sales staff can automatically receive retail price updates through inter-office e-mail.
Employee Time Clock
Employees sign in and out on the computer workstations. The time clock software retreives the current time from an internet based time server. Employees cannot reset the clock on the workstations to override the current time.
When employees punch in and out, they are automatically notified with the number of unread e-mails and unfinished follow-Up calls they have.
Each employee can review their hours worked within a selected time period.
Maintain control of overtime hours. Tally employee's hours with time clock tracking at the touch of a button. Quickly send employee time sheets to QuickBooks® and Peachtree® accounting software for payroll if you are using the accounting software integration features.
Follow-Up Calls
Easily track customer calls and requests through follow-up calls. For example, if a call comes in for an employee who is out in the field — you can easily forward the message with the customer's name and phone number. The recipient has the option to complete the call or transfer it to another employee. At the touch of a button, you can create a follow up call in the sale, sales order, or customer screens.
Follow-up call reminders ensure customers and prospects are not neglected. Completed follow-up call notifications are automatically sent to the person who created the call so they are informed of the completion and outcome of the call.
Conveniently create follow-up calls from inside the receiving screen. Send yourself a reminder to call the customer when their merchandise has arrived. Send a follow-up to the service department when parts needed for a service call have arrived, and where they are located.
Schedule follow-up calls for new sales leads, special orders, problems, or any other important information. Staff can also assign follow-up calls for themselves as reminders. When employees punch in on the time clock, they are automatically informed with the number of follow-up calls that need to be made.
Flagged Messages
Communicate with sales staff at the time of sale — a flagged message in bold red text will inform your staff if any necessary action is necessary prior to the sale or the customer leaving your store — such as NSF check notifications, or if a contract signature is required. inform staff with a blinking red message if the customer has a Holding Sale, a Quote, a Sales Order, an In-Store Credit or an open Accounts Receivable invoice.
Customer Notes
Customer notes keep track of important customer information. Special comments allow you to record any important information about a sale or sales order. The special comments are saved in that customer's transaction history.
Using Wish Lists
The "Wish List" enables staff to contribute ideas to inventory purchases. The employee adds special request items to the Wish List to inform the purchasing agent creating a purchase order. Employees can use the Wish List to inform purchaser of low stock, out of stock, special order items, or missing parts.
When you create a Purchase Order from a Sales Order, the POS system automatically transfers the following information to the Purchase Order — Sold status, customer name, installation information, delivery, pick up or service call, and the date needed.
When selling a special order item not normally stocked, you can create a purchase order from inside the sales order screen. The "Create Purchase Order" button automatically adds the item to the wish list. The POS software populates the in-house memo field with the customer's name, date needed, installation information, service call notes, and delivery information.
Purchase Orders
Create new purchase orders from scratch or by merging wish lists. When you merge wish lists, you can view the employee who added the item and sort by vendor. The purchasing agent can alter quantities and choose to delete items before finalization.
The purchaser can send an item back to the wish list to be reminded at a later date to place the order.
Label each purchase order with a subject to easily identify the order from lists. Add special instructions to inform vendors how you want items shipped, when you need them, special store hours, etc.
Sort items in a purchase order by part number or category.
You can select from alternate part numbers or use the main part number on a purchase order.
Once you add an item to the purchase order, it shows the quantity on hand, case quantity and fixed cost for your reference.
Enter a reason you need the product such as — Sold, special order, stock or needed for a box missing the part. The default reason is "stock."
The fixed cost is added to the purchase order, but you can override this if necessary. If you change the cost, you have the choice to update the fixed cost in inventory at the touch of a button. You can jump to the inventory screen to update the retail price and/or the percentage markup. If you choose to change the retail price, the POS system automatically sends a notification via inter-office e-mail to your entire company.
There are two areas for comments on inventory items added to purchase orders. Vendor memos such as — Date needed, call if backordered, color options, item unavailable, etc. In-house comments such as — Customer name, installation date, alternate item acceptable to customer, where a box is located that's missing the part, etc.
When purchase orders transfer from sales orders , the customer name and job date are automatically entered to the in-house memo field.
Faxed purchase orders only show vendor comments. In-house and vendor comments both appear on copies that stay in-house. The in-house comments transfer to the receiving order to direct the warehouse staff when the items arrive.
Send a quote request to your vendor without prices so they can provide you with a quote for new merchandise.
In-House Memos
On Purchase Orders, use in-house memos to record special instructions for each item that will be tracked from the Purchase Order to the Receiving Order. Record notes about the shipment of the item or a reminder to call a customer when their order arrived.
Reports
Communicating with your vendors is easier with backorder reports & A/P Costing discrepancy reports. You have the ability to fax your backorder reports and discrepancy reports to your vendors.
Review purchases made within a specified time period to make early buy orders and reorders much easier. You can also select a specific Vendor or Category for the report.
