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March 13 2013
eNews #20
Fee Item 

The Inventory Control module within TransActPOS is a versatile tool. We have touched briefly on some of the things you can accomplish within your inventory, but this week we are going back to a topic mentioned in the very first newsletter and is available for use with the newest update: Fee Items.

Overview

In our very first newsletter, we talked about an upcoming feature called Sticky Fees. This feature was implemented due to the PaintCare organization mandating a fee to be attached to all paint cans. Now that the feature is within TransActPOS, it can be used for much more than just paint cans. You can attach any fee item to any inventory item if you wish to do so. These fees could be a core charge for a battery or a pallet charge for buying a pallet of any given product.

 

The first step in having a fee item is to create an inventory entry for the fee to be attached. This item can be "stuck" to any inventory item and will change with the quantity sold. Go to IC | Inventory File and click the Add button. On the Add Wizard, enter an Item ID (Fee, for example) and a short description. Once this is done, you can click Save to complete the entry. Once you are back to the Inventory screen of the newly created Fee item, click the Edit button. Choose "Fee Item" from the Item Type field and enter a retail price for the fee. Click Save and the fee item will be completed and ready to be assigned to an inventory item.

 

Locate the item you wish to assign the newly created fee by clicking the Find button within the Inventory File and searching your inventory. Once the item you want is located, select it. In the lower right corner of the item screen is a box titled "Fee Item." To attach the fee item, click the edit button and then the first button in this "Fee Item" box. This will bring up a Select Item screen. Clicking the Find button will allow you to locate the fee item you created previously and attach it to this item. Once the item is located, you confirm it by clicking the Select button. It is now attached to the main inventory item, but you aren't done just yet. The second button in this box determines at what quantity the fee is applied. Clicking it brings up the Unit of Measure Selector. If the inventory item is a 12 pack but sold at an each, you may only want the fee to be applied when someone buys the 12 pack. In this case, you would enter the unit of measure 12PK. Once the fee item has been attached and a UOM has been assigned, you can click the Save button and the process is complete.


You can test this by creating a sale with the inventory item that has the fee attached. Once the desired quantity is met, the fee item will appear on a different line within the Ring Sale list. If the desired quantity is doubled (above example would be 24 or 2 twelve packs), you will see that the fee is also doubled.

New Format!
In case you didn't notice, we have changed to a new format! Along with the new format, we have added the links to the left of the newsletter in the new sidebar. Always check the sidebar for information, including upcoming dates, holiday notes, and even tips and tricks for TransActPOS. The newest link, "Archive," has all of the previous newsletters in this new format. This archive can be accessed via the link above, along the bottom of our website, on our Facebook page, and on the main page of our WebHelp/Help Center. Check out the sidebar above for important information!
If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!

Your TransActPOS Team

Profile Systems Design Group, Inc. | 270-821-0720 | http://www.transactpos.com/
47 West North Street
Madisonville, KY 42431
  
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