WARNINGSNo 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 FileClick 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 InventoryDownload 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 FeatureOn 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 ReportsOn 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 AdjustmentOn 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 PrintingOn 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 |
| | Basic TerminologyPOS 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 HandheldConnect 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 SystemOn 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 PLUs44410 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 OrdersOn 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 AddedRefer 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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