Prior to the creation of the product file several system settings must be defined within the Back Office application. Information relating to your stock would be better planned before attempting to build your product file, see below for details.
To start the set up of the software you must login to the software with the username and password provided then click once on the setup then the settings icon from within the Main menu. Information used to prepare the product file and business settings are as follows:
Product Settings are:
Suppliers – Products must have a supplier, this aids the ordering of products and used for reporting analysis, simply enter your suppliers’ details.
Colours – Allow you to maintain & report on products by colour, they act as part of the fashion matrix for further analysis, we suggest that you enter a wide variety of shades as well as the entry of common base colours.
Seasons – Allow you to maintain & report on products by season, grouping products into seasons provide for further reporting analysis for stock & sales i.e. SS18 & AW19
Categories – These are the top-most level of hierarchy of product classification, i.e. Clothing, Accessories and Footwear, etc it would be better if you plan the product grouping prior to adding them to the system.
Departments – These are the second level classifications that branch down from the categories i.e. from Category = Clothing you could find dresses, Tops, Polo’s, shirts, Jeans, knitwear, etc as departments again for reporting analysis.
Sub-Departments – These are the third level of classification, from the above examples you might find Category = Clothing, Department = Dresses, a subDepartments could be maxi, backless or strapless etc (this level is not mandatory). NOTE: If you just sell ladies clothing and only a small amount of footwear / accessories you can make the categories departments instead so category could be dresses with departments as maxi, backless or strapless with footwear / accessories.
Brand Labels – if these are defined then extra analysis would be available for sales, marketing and supplier analysis, i.e. Diesel, Firetrap, FCUK, Duck & Cover etc
Sizes – These are defined in scales, each size scale can accommodate up to 99 diffrerent size’s within the scale i.e. Tops range from XS – XXL, which equals 6 sizes or a dress sizing might range from 8,10,12 & 14, you can have as many size scales as you need bearing in mind you will need different size scales for the type of garment or shoe but generic scales can be used more than once
Company and POS Settings
The following settings are not required for the preparation of the product file but are required for use within the Point of Sale :
Company Details – this information appears on your receipts and includes Company name, address, and telephone and VAT numbers.
POS Settings –
Use Receipt Editor to add your company policy as well as add your logo to print on your transaction receipts.
You can predefine various percentage discount amounts i.e. 25% that can be applied to a staff purchase from the discount screen on the POS unit, if no value set then no staff discount can be applied.
There are several ‘reasons’ descriptions that would be helpful to the users whilst performing tasks at branch level these are as follows: No Sale – A reason must be given for why the drawer is to be opened these could include ‘change’ or ‘cash lift’. Pay In and Out – Used to take cash out of the drawer for petty cash, window cleaning, refreshments etc Price Shift – reasons why the user is changing the price of an item at the POS i.e. ‘incorrect price’, ‘marked’ or ‘damaged’. Returns – These reasons could be used customers return items that maybe ‘wrong size’, ‘unsuitable’, ‘marked front’, etc.
Once the key System Settings have been configured to your requirements, you can start creating products clicking once on the Style File icon within the main menu, if you are unsure about starting this process please contact our technical support team on 046 903 6061 for assistance and training to start off this process