Maintenance | Basic Links
Maintenance | Basic Links
Maintenance |Accounting Links | Accounting Link Code Maintenance
This is where accounting links are created to group items together in your accounting software. See section Exporting to QuickBooks for more information.
Locate Code – This is the Description and ID list of the account.
Link Code – This is the ID of the account.
Account Name – This is the Description of the account as it will appear in the reports. This needs to match your existing Chart of Accounts from Quickbooks.Maintenance | Cancel Reasons | Cancel Reason Maintenance
This is where the reasons for cancelling a sale are created.
Locate Reason – This is the Description and ID list of the reasons.
Cancel Code – This is the ID of the reason.
Description – This is the Description of the reason as it will appear for selection.Maintenance | Classes | Sales Class Maintenance
This is where the item classes are created to be attached to Inventory items for reporting purposes. See section Inventory | Inventory Maintenance for more information.
Locate Class – This is the Description and ID list of the class.
Class ID – This is the ID of the class.
Description – This is the Description of the class as it will appear in Inventory and reports.Maintenance | Colors | Color Code Maintenance
This is where the colors are created to attach to Inventory items. See section Inventory | Inventory Maintenance for more information.
Locate Color – This is the Description and ID list of the colors.
Color Code – This is the ID of the color.
Description – This is the Description of the color.Maintenance | Internet Codes | Internet Plan Maintenance
This is where wi-fi code plans are set up if you offer wireless internet to your customers.
Plan Code – This is ID of the plan.
Plan Description – This is the description of the plan.
Minutes – Enter in how many internet usage minutes with this plan.
Price – Enter in a cost to charge the customer for this plan.
Taxable – Select this if the price of the plan is applicable for sales tax.
Print Ticket Immediately – Select this to enable a ticket with the plan information to print immediately after the plan is selected on the register.
Import Codes – Select this to import the plan codes from the web service provider (Webbeams).Maintenance | Membership Types | Membership Type Maintenance
This is where you create membership types to attach to Customer accounts. Memberships can be assigned discounts as well as price levels. See sections Discount Group and Price Level for more information.
Locate Type – This is the ID and Description of the type.
Membership Type Code – This is the ID of the type.
Description – This is the Description of the type.
Discount Group – Select a Discount Group from the drop-down list to attach to the type.
Price Level – Select a Price Level from the drop-down list to be charged to the type.
Default AR Limit $ - Enter in a monetary limit the type is allowed to accrue for AR Customers.
Default Negative Limit $ - Select a monetary limit the type is allowed to accrue for Prepaid Customers.
Default to Allow Negative – Select this to allow type to be able to accrue a negative balance.
No checks from this customer – Select this to force a manager level password override to accept checks from this type.
Manager Override required – Select this to force a manager level password override to complete all transactions from this type.
No Free – Select this to disable Free Drinks from being accumulated with this type.
No points – Select this to disable promotional points from being accumulated with this type.
No promo – Select this to disable promotions from being accumulated with this type.
Disc. Group Maint – This is a shortcut button to the Discounts screen.Maintenance | Price Levels | Price Level Maintenance
This is where price levels are created to be attached to Membership and Customer accounts. This allows customers to be charged a different set of prices for retail items.
Locate Price Level – This is the ID and Description of the level.
Price Level – This is the ID of the level.
Description – This is the Description of the level.Maintenance | Sizes | Size Code Maintenance
This is where sizes are created to be attached to Inventory items.
Locate Size – This is the ID and Description of the size.
Size Code – This is the ID of the size.
Description – This is the Description of the size.Maintenance | Stock/Sell Units | Stock / Sell Units of Measure
This is where units are created to be attached to Inventory items for Inventory control purposes.
Locate Unit – This is the ID and Description of the unit.
Unit – This is the ID of the unit.
Description – This is the Description of the unit.Maintenance | Styles | Style Code Maintenance
This is where styles are created to be attached to Inventory items.
Locate Style – This is the ID and Description of the style.
Style Code – This is the ID of the style.
Description – This is the Description of the style.Maintenance | Unit Conversion | Convert Units of Measure
This is a conversions chart. There are conversions already created in this screen. New conversions can be created using the existing Unit options.
Locate Conversion – This is the ID and Description of the measurement.
From Unit – This is the measurement being converted from.
To Unit – This is the measurement being converted to.
Description – This is the Description of the measurement.
Conversion Factor – This is the conversion rate of the units.Maintenance | Vendors | Vendor Maintenance
This is where Vendor information is stored for your records. Vendor information can be attached to Inventory items for ordering purposes.
Vendor ID – This is the ID of the vendor.
Company – This is the Company name of the vendor.
Contact – Enter the first and last name of the vendor contact person.
Address – Enter in the contact information in the address fields.Maintenance | Void Reasons | Void Reason Maintenance
This is where reason selections are created for voids and returns in the register.
Locate Reason – This is the ID and Description of the reason.
Void Code – This is the ID of the reason.
Description – This is the Description as it will appear in the drop-down list on the Register screen.
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