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April 17 2013
eNews #25
Grab Bag #1

TransActPOS is full of useful tips and tricks that can aid in the process of doing multiple tasks. In our earlier newsletters, we would offer one tip and one longer topic. This week, we are going to look at a few useful tips and shortcuts that can help your day go better and get things done faster.

 
Internal Calendar and Calculator

TransActPOS offers a built in calendar and calculator that can be used in various tasks. These can be accessed on the main menu of TransActPOS by clicking the "Tools" drop down menu in the upper left hand corner of the screen. There is also a Calculator button on the right side of the main menu that brings up the same thing. These two tools (pictured below) can be used only on the main menu.

 

The calendar shows the days of the week along with the date for that given month. Using the arrows along the bottom, you can view previous or next months in sequential order. Clicking the back arrow from January will take you to December of the previous year and clicking the next arrow from December will take you to January of the next year.

 

The calculator offers basic functions that a basic calculator would have. You can perform addition, subtraction, multiplication, or division for positive and negative numbers. There is also a square root key and percentage key. The M keys on the left side offer memory functions. MC will clear any numbers stored in the memory. M+ will add the entered value into memory. M- will subtract the entered value from memory. MR will recall all values that were added or subtracted from memory. Before using the memory functions, make sure that the memory is zeroed out (there will not be an M next to the number field). Here is a quick example of how to use the memory functions:

 

Item 1 is $100 at a 10% discount: 100*.9 = 90 M+ (Memory = 90)
Item 2 is $200 at a 30% discount: 200*.7 = 140 M+ (Memory = 230)
Item 3 is $150 at a 20% discount: 150*.8 = 120 M+ (Memory = 350)

How much did I spend altogether? MR. 350!

Item Find Tip

Anytime you are trying to locate an item, whether at point of sale or in inventory, you can use the following trick to help locate any given item. Built into TransActPOS, we offer a variety of itm search options such as item number, description, manufacturer, etc. To search the description of an item, you normally have to press the Advanced Search button and select Description. Did you know that if you enter a "?" (without the quotes) before a word or phrase, the search will yield all items with a description matching the entered value? For example, you are at the point of sale and the customer has presented a brick without any bar code or item number. Depending on how detailed your descriptions are, you can type "?Brick" and locate any item in your inventory with the word "brick" in its description.

Refund Next Item Shortcut

TransActPOS offers the ability to refund the next item that is scanned or keyed in at the point of sale. to do this, you click the Refund button, select "Refund Next Item," and scan or key in the item being returned/refunded. The quickest way to do this is to enter a minus sign ( - ) within the Enter Item field and press Enter. Initially, the system will ask for a customer. If there is no customer in your system or wish to do the refund as a "cash customer," clicking the Close button of the customer find window will allow you to enter an item to refund. If you have the "Present invoice list to cashier" option selected in System | Company Setup | Properties | POS Information 4, an invoice list will appear, detailing any invoices the entered item was on in the date range entered. For more information about this, click the WebHelp link in the left sidebar and search for "Refund Next Item."

 
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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