WARNINGS
No Food or Drinks near computers. |
Do not pull on the cord, unplug by the plug not the cord! |
Do not disassemble, repair or modify equipment yourself. |
No spray cleaners. |
NO SHARP OBJECTS ON TOUCH SCREEN. Use approved stylus or fingertip (NO FINGERNAILS). |
How to Process an Unprocessed File
Click the word Unprocessed |
Click on the file name below the one that is highlighted |
Select Re-Process File |
Repeat as necessary to clear all unprocessed files |
If a file is unable to be cleared or you receive an error message, contact IT through Zen Desk |
Counting Inventory
Download to the Handheld if there are new items |
On the Handheld press 3\ENT\4\ENT |
Scan all items and using keypad enter the QTY and press ENT |
Write down PLU, Description and QTY for any Item Not Found |
Plug Handheld to L-Boss/Symphony PC |
On the Main Menu select "Events\Unitech Directory\Unitech-Download Inv Count\Yes |
When download complete on Main Menu select Entry\Count\Count as of Midnight\OK Enter (Month)Ending Count in the Remarks block and click Ok |
If you have already saved an upload select Continue from Previous Count\Open |
CLick Portable Device\Count.DAT\Open |
Check for errors, manually enter PLUs not found on handheld, when finished click F11-Save |
Open file again (follow steps above). Continue from previous count and SAVE AGAIN with another name as a precaution |
Open original file again and click F12-Post\Yes |
Verify count by printing the Stock Value Report |
How to Use the Tracker Feature
On the Main Menu click Tracker |
In the upper right corner select date range. Enter transaction number or cashier name if known. Click Go |
At bottom of screen select Text and add the words you are searching for in the Descriptor field, then click Search |
~or~ select Amount and add the amount in the Amount field, then click Search |
To search for a new text or amount, select new dates and press Go , then complete the fields at the bottom and press Search |
How to Run Reports
On the Main Menu, Click Reports |
Select the report you need and double click to open |
Some reports require additional information such as dates, sub departments, etc. |
On the file list you can click on any heading and a tree with open to show more reports |
Making an Adjustment
On the Main Menu select Entry\Adjustment |
List a Remark in upper right corner |
At bottom of screen, enter PLUs and click the Tab button |
Enter QTY then click F2 to add |
To subtract an item from stock you must enter the number with a minus sign before the qty |
When done, click F12-Post |
Swapping Between PDF Writer and Direct Printing
On the Main Menu select File\Configuration\Misc tab\Select |
Select printer on the drop down menu and click Ok, on previous screen click Ok |
Print what you need then repeat the steps to return to the original printer selection |
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Basic Terminology
POS Terminal |
Computer system used at the register. |
TAG Terminal |
Computer system used in processing. |
Symphony |
L-Boss/ Symphony software system. |
"TAG" |
Clothing tags (thick stock). |
"LABEL" |
Stickers (thin stock). |
Front-End |
Computer systems at the register. |
Back-End |
Computer system in the office. |
Updating the Handheld
Connect device to PC |
On the Main Menu click Events/Unitech Directory/Unitech-Load Items To |
When download is complete, disconnect the handheld and select 3-Menu Invent./1-Reception |
Scan items, input qty and select ENT write down any that do not scan for manual entry later |
Connect device to PC |
ON the Main Menu click Events/Unitech Directory/Unitech-Download Inv Reception/Yes |
On Main Menu click Entry/Receiving/Portable Device |
Enter Vendor Number, Invoice #, PO# and Remark, then click the "..." button on this screen and the next screen |
Double click the Recep.DAT file, under Type of File select Unitech Import Receiving, click Ok, then click Yes |
If everything is correct, click F12-Post, if not make corrections then post |
How to Zero Out the System
On the Main Menu click File\Exit\Yes |
Restart your PC then click the L-Boss/Symphony Icon to Open Program, stop all polling |
On the Main Menu click Entry\Count\Count As of Now add the remark (Month)Reset to Zero and click Ok |
At the top of the screen select Edit\Reset all Items to 0 |
Select F12-Post then restart polling and allow to catch up then stop polling again |
Exit the Entry screen, select Yes to pop up window |
Verify the zero by checking the Stock Value Report which should report Nothing to Print |
Special Item Reduced PLUs
44410 00001 |
44410 00006 |
44410 00002 |
44410 00007 |
44410 00003 |
44410 00008 |
44410 00004 |
44410 00009 |
44410 00005 |
44410 00010 |
To use these PLUs send a list to the IT Dept through Zen Desk. Include Special item PLU number. Description, Original Cost and New Selling Price
Transferring/ Creating Orders
On the Main Menu click Entry\Transfer and enter the receiving store name in the Remark field |
Select the receiving store number at bottom of screen |
Enter PLU# and click the Tab button, enter QTY and click F2 |
DO NOT transfer items that you do not have- See SOP for details |
When complete click F12-Post |
Select Print Form, send a copy of form to Accounting and to the Receiving Store, save copy for your files |
Requesting New Merchandise UPCs to be Added
Refer to the SOP for an understanding in what numbers of a PLU are needed and which are not. Make sure all requests for additions are turned in on the Symphony Calculations excel spreadsheet. |
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