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223
CL
–Customer Lookup
HP
–Home Page
PIN
–Personal Identification Number
VI
–Visual Invoice
Incoming Detail Report
Outgoing Detail Report
1
2
...
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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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