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Introduction
 The system will operate at a local level providing financial and business management
tools, which are seamlessly integrated with the Uniwell POS terminals.
POSITive takes advantage of the latest in technology and has a unique web style
interface. The built in web browser provides quick and easy access to the
Internet and e-mail at your fingertips all from within POSITive. In addition
the system seamlessly integrates with industry standard packages such as Microsoft
Excel, Word, Internet Explorer and more.
Tasks
The tasks menu provides access to most daily and weekly routines.
End Session
The end session allows a variety of ways to collect sales data from the POS terminals.
Collect your standard data from a selection of terminals, all terminals or collect
data at the end of pre-defined sessions (e.g. breakfast, lunch and dinner).
Session reports may be collected manually or the process can be automated where
the sessions are scheduled to poll at a pre-set time. Three sessions are available.
The system defaults to collecting the Z01(financial), Z06(hourly) and Z41(products)
reports, additional reports can be set to be included in the polling sessions if
required.
Additionally you can collect selected reports separately, which you may not want
to collect as part of your normal polling session.
Flash sales may also be collected, providing a snapshot of trading.
System updates such as price changes, new products, and menu changes can be tagged
on to polling sessions so the POS terminals are updated after the sales data has
been retrieved.
A communications log is also visible providing a record of previous polling sessions.
Declaration
An end of day routine used to declare media receipts in to the system. Takings are
declared by POS terminal and media type. A summary screen immediately highlights
any cash variances or shortfalls. Figures entered here filter through to the weekly
cash sheets known as weekly summary.
Banking
The banking facility allows other monetary movements to be tracked in the system.
These again filter through to the weekly summary, replacing the need for weekly
manual cash sheets.
Figures can be entered in to three sections each has an unlimited number of user
defined entry fields.
Banked - to track money out of the system, e.g. cash, cheque, visa etc.
Petty Cash – to track small cash payments, e.g. cleaner, security etc.
Other Income – to track other forms of income that may not be put through the POS
terminals, e.g. room hire, vending machines etc.
A rolling summary updates as figures are entered, and displays the float figure
and a balance for the day.
Reporting
Reports
The reporting menu has been designed with flexibility in mind, allowing
users easy access to their information. Reports can simply be exported to industry
standard packages such as Excel, Word etc. Using the View and Open facilities on
the Homepage, exported reports can be quickly and easily opened for editing. Use
the charting tools to spot trends and anomalies.
POS Reports
This option defaults to displaying the latest reports collected from the POS terminals.
Data is displayed by type of report, date selection, and the data can be consolidated
or broken into individual reports.
Reports can be viewed by site, location, terminal or session, and archived files
can also be viewed.
All reports can be exported to industry standard packages, printed or e-mailed.
In addition you can graph a variety of information from the POS reports.
Weekly
The weekly reports are based on figures entered in the declaration and banking options
and are designed to replace the time consuming task of traditional weekly cash sheets.
Reports include a weekly summary, providing a daily breakdown of monetary movements,
broken down by drink, food and miscellaneous income, also by sales location.
Other income such as room hire, vending etc is clearly displayed to provide a total
income figure. Petty cash and banking figures are also clearly identified, providing
a final summary of total income, total expenses banked figures and the float carried
forward.
Additionally an income & variance report identifies weekly shortfalls by media
type.
Sales
A wealth of information is provided by the sales reports, including gross sales
and promotions loss. In addition to providing sales mix analysis, the reports can
be broken down by site and location and user defined date ranges. Users can filter
the reports to display just the information they want, e.g. by selected major group,
group, supplier etc.
Charting tools provide graphical analysis, in addition to the exporting and e-mail
facilities.
Totals
All totals reports are based around the Z01 report. This option allows users to
choose any range of fields from the Z01 report and create their own library of reports.
Once defined, the reports can be saved and will be updated daily. These reports
can even be posted to the homepage for quick access.
Operators
A suite of reports is provided allowing you to monitor operator performance.
Reports are available for operator sales value, transactions, voids and refunds,
corrections and errors.
Transactions
For users wanting to delve a little deeper, the transactions option provides a powerful
data mining tool allowing you to drill down in to the electronic journal.
POS
The POS menu contains most of the POS specific features, allowing easy menu changes
and management of local or remote POS networks.
Site Map
The site map is the starting point for setting up your system, all the necessary
tools are provided allowing you to quickly and easily configure the system.
Keyboard
The keyboard facility allows full maintenance of the POS keyboard layouts and screens,
including screen colours. The software displays a ‘virtual keyboard’ and is very
easy to use.
Send
Allows you to program your menu changes to the POS. Simply choose what you want
to send, and where you want to send them.
Enter Sales
Allows sales or refunds to be generated at the back office and updated into the
system. A handy tool for correcting over-rings and errors made on the POS. Reports
are generated to provide a record of all manual sales. |
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