Draper SL6 Betriebsanweisung Seite 133
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133CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
Customer Route Tab
Customer Route Tab
The
CVCV
CVCV
CV Route tab contains much of the same information found in the
Route Manager but organized to expose customer specific route func-
tions. Changes made in this tab are reflected in the Route Manager and
visa versa. Commonly used for customer service help desks or to assist
with customer requested route changes, this tab provides instant access
to critical route functions such as stop information; Visit, Pickup, and
Delivery instructions; and Demand schedule changes.
•
Route Stop InformationRoute Stop Information
Route Stop InformationRoute Stop Information
Route Stop Information—Contains stop-specific information.
•
VV
VV
V
isit Instrisit Instr
isit Instrisit Instr
isit Instr
uctionsuctions
uctionsuctions
uctions—Expanded instructions for visiting a stop.
Allows visits to be skipped or delayed and exposes the delivery
schedule by type and time.
•
Pickup InstructionsPickup Instructions
Pickup InstructionsPickup Instructions
Pickup Instructions—Expanded instructions for pickups.
•
Delivery InstructionsDelivery Instructions
Delivery InstructionsDelivery Instructions
Delivery Instructions—Expanded instructions for deliveries.
•
VV
VV
V
isit/Cancellation On Demandisit/Cancellation On Demand
isit/Cancellation On Demandisit/Cancellation On Demand
isit/Cancellation On Demand—Handle on-demand route
customers. The Add button adds a stop pickup or delivery, the Edit
button allows changing the selected demand stop, and the Remove
button deletes a selected stop.
- SPOTSPOT 1
- Contents 3
- Before You 11
- About This Guide 12
- Resources 12
- Conventions 12
- ABBREVIATIONS 13
- SCREEN DESIGN 13
- SELECTION TECHNIQUES 13
- About SPOT 14
- Operating Modes 15
- CENTRAL HOSTING 16
- Getting Around 17
- Home Page 18
- HOME PAGE ELEMENTS 19
- TRANSACTIONS VIEW 20
- PROCESS VIEW 22
- SUMMARY VIEW 23
- GRAPHS VIEW 24
- Visual Invoice 25
- INVOICE MODE 27
- ORDER HISTORY 28
- Security Access 30
- SECURITY MODES 31
- Sequence of Events 32
- Customer 33
- Customer View 34
- GENERAL TAB 35
- DETAILS TAB 36
- REMINDERS TAB 39
- A/R - CC TAB 40
- ROUTE TAB 43
- PROMOTIONS TAB 44
- STATISTICS TAB 45
- Customer Lookup 46
- LAST SELECTED CUSTOMER 48
- LOOKUP-SELECT 49
- Maintenance 50
- Order Production Overview 52
- PRODUCTION STEPS 53
- ORDER EXCEPTIONS 54
- OTHER FUNCTIONS 54
- TRACKING 54
- INTELLIGENT SPLITTING 55
- VISIT HISTORY 55
- Quick Receive 56
- QUICK VIEW 57
- CLAIM CHECK PRINTING 58
- Sample 3" Customer 59
- Quick Ticket 59
- Detail Receive 61
- MODIFIER SELECTION VIEW 64
- KEYBOARD DETAILING 65
- LIKE ITEM CONSOLIDATION 66
- REDETAIL EXISTING ORDERS 66
- PRICING OPTIONS 67
- WARNINGS 67
- PROMISED DATE CALCULATOR 68
- FORMS PRINTING 68
- DETAIL ENTRY METHOD SELECTION 70
- Racking Orders 71
- Order Pickup 75
- CASH DRAWER SUPPORT 79
- CENTRAL CASHIERING 80
- Order Quoting 81
- Merchandise Sales 82
- Order Process Steps 83
- Order Exception 85
- Handling 85
- Item View 86
- MODIFIERS TAB 88
- UPCHARGES TAB 89
- ADJUSTMENTS TAB 90
- ALTERATIONS TAB 91
- COMMENTS TAB 92
- Order View 93
- COUPONS TAB 95
- TAGS TAB 98
- Order Search 99
- Order Search View 100
- Automatic Access 102
- Tags & Lot 103
- Management 103
- Preprinted Tagging 104
- ASSISTED TAG ENTRY 105
- Demand Tagging 106
- Lot Control 107
- LOT PROFILES 108
- MULTIPLE TAG PRINTERS 108
- Lot Manager 109
- CURRENT LOTS DISPLAY 110
- LOT DETAIL DISPLAY 110
- Incentives and 111
- COUPONS AS AN EVENT 113
- COUPONS OVER TIME 113
- EMPLOYEE INCENTIVES 114
- REWARD RULES 114
- Discounts 116
- Surcharge Tax 117
- Sales Tax 117
- Order Assembly 119
- Manual Assembly 120
- Assisted Assembly 120
- Automated Assembly 122
- Route Delivery 123
- Route Manager View 124
- Partial Route Manifest Report 126
- Route Exception Report 126
- PRINTING DELIVERY MANIFESTS 127
- POSTING DELIVERED ORDERS 128
- Stop Maintenance 130
- EDIT EXISTING STOP 131
- REMOVE EXISTING STOP 132
- MOVING STOPS 132
- Customer Route Tab 133
- SPOTmap Route Mapping 134
- STOP IDENTIFICATION 135
- STOP OPTIMIZATION 135
- Accounts 137
- Receivable 137
- A/R Processing 138
- Customer A/R Setup 139
- Posting Orders at Pickup 141
- Printing Statements 143
- STATEMENT HISTORY TAB 144
- STATEMENT PRINTING PROCESS 145
- STATEMENT REPRINTING 145
- Applying Payments 146
- APPLY PAYMENT RULES 148
- Applying Adjustments 151
- A/R Reporting 152
- Statement Printers 152
- Credit Card 155
- Processing 155
- Overview 156
- CC at Order Pickup 157
- CCOF for A/R and Routes 159
- CCOF Batch Payment Exceptions 159
- PAYMENT EXCEPTIONS VIEW 160
- RESOLVING DECLINED EXCEPTIONS 160
- Reporting 163
- Quick Report View 164
- REPORT SPECIFICS 165
- Reports Gallery 166
- Sample Outgoing Detail Report 167
- Report Features 168
- Available Reports 168
- Operational 173
- Utilities 173
- System Utilities Tab 174
- Drawer Check In/Out 174
- CHECKIN VIEW 175
- CHECKOUT VIEW 176
- RECONCILIATION VIEW 178
- Physical Inventory 179
- INVENTORY BY BARCODE 180
- INVENTORY BALANCING 182
- Time Clock 183
- Activity Log 184
- VIEW RESULTS TAB 186
- Menu Function 187
- Menu View 189
- General Functions 189
- Payment Functions 190
- Process Functions 192
- Backups and 193
- Archiving 193
- Backup Considerations 194
- PROGRAM STARTUP WARNINGS 195
- SPOTscan 197
- Operation 197
- INSTALLED APPLICATIONS 199
- SPOTSCAN USE NOTES 199
- SPOT SETUP 200
- SPOTSCAN STARTUP 200
- TOUCH SCREEN DISPLAY ELEMENTS 201
- Order Racking 202
- RACKING TO A SLICK RAIL 203
- INVENTORY 206
- Processing Steps 207
- PROCESSING STEPS VIEW 208
- ADD/MODIFY/REMOVE STEPS 211
- ADD/MODIFY/REMOVE STORES 213
- Ready Orders Backup 214
- USING THE READY ORDERS LIST 216
- FINDING CUSTOMERS QUICKLY 218
- A Typical 219
- Operational Day 219
- Typical Startup Procedures 220
- Typical Shutdown Procedures 220
- Suggested Reports 221
- Inventory and Cash Reporting 221
- PHYSICAL INVENTORY BALANCING 222
- Incoming Detail Report 223
- Outgoing Detail Report 223
- Inventory Balancing View 224
- Physical Inventory View 224
- CASH BALANCING 225
- Quick Reference 229
- Order Production 230
- Exception Handling 236
- ORDER RELATED EXCEPTIONS 238
- Customer Maintenance 240
- EDITING AN EXISTING CUSTOMER 241
- Hardware and 243
- Accessories 243
- Corded BCR 244
- Cordless BCR 244
- Tag Printer 244
- Thermal Printer 244
- Report Printers 244
- Counter-Top Touch Screen 245
- Flat Panel Display 245
- Credit Card Reader 245
- Cash Drawer 245
- High Capacity Backup 246
- Display Poles 246
- Glossary of 247
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