System Description and Operating Instructions - Page 1

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If you have further questions, please review our Frequently Asked Questions page or contact us at fred,wise@wiseinc.com.

This documentation is proprietary to and is owned by Wise Electronic Systems, Inc., Windsor, PA, and is protected by United States copyright law. Copies may be made only to support licensed use of the software as defined in the WES Software License Agreement, by the licensed user specified therein. Copyright 2000

Wise Electronic Systems, Inc.
1362 Craley Road, Windsor, PA 17366
Phone 717-244-0111

General Description

The Wise/POS system, which runs on an IBM compatible personal computer (PC), is designed to handle the activities associated with check-out counter type of merchandise sales. The system handles the database maintenance functions necessary to support the point of sale activities, as well as the inventory control and data collection functions needed for efficiently conducting the business.

This system was originally crafted for the small to medium sized health food store. It will function as well in a small store having only one computer at the checkout counter, as in a larger store having several computers connected by a network. The larger store would have several checkout counter computers as well as an office computer, and possibly one or more computers at receiving for inventory updating as goods are placed into stock.

System Features

  • Fast checkout counter operation.
  • Bar code scanner input for checkout.
  • Sales slip printer output.
  • Cash drawer operation.
  • Pole display support.
  • Network ready for multiple checkout counters from a single database.
  • Network system permits back office database maintenance.
  • Continuous inventory management.
  • On line catalogs for major suppliers to speed entering new items into inventory.
  • Automatic adjustments for spoilage, promotional items, and gift certificates.
  • Support for manufacturers, and store coupons.
  • Automatic generation of orders based on user defined order levels.
  • Orders may be faxed or E-mailed directly from a modem equipped computer.
  • Convenient price label printing methods.
  • Provision for discounting items for preferred customers and for special sales.
  • Store assigned UPC codes for items not having printed UPC codes
  • Customer database maintenance.
  • Customer sales tracking.
  • Customer loyalty discounting system based on past purchases.
  • Quick help messages and help screens
  • Bar code scanner input support for inventory control.
  • Print fiscal year end inventory with the click of a mouse button.
  • Numerous financial reports.
  • Runs on Windows 95 or higher, or Windows NT.

System Modules

Most software systems that make computers do the things we want, especially the more complex programs such as the point of sale system, are made up of separate programs called modules. The Modules in the Wise/POS system are:

POS:
The point-of-sale program that runs on the computer at the checkout counter. The Point-Of-Sale module will be in control of the checkout counter computer at all times during the business hours of the store.

Inventory:
Used to maintain the inventory information, and print labels.

Files:
1. Manufacturer name and address file maintenance
2. Supplier data file maintenance
3. Store related data file maintenance

Products:
Used for building and maintaining the products data file is the purpose of this module.

Reports:
Displays and generates reports needed for business management.

Customers:
This module is used to maintain the customer database. Names, addresses, and recent purchase data are retained in this database. You can use the name and address information for mailings. The purchase information may be used in a customer loyalty discount program.

Backup:
This small module is used to automatically back up all data whenever the point sale program is closed down. It is recommended that, even if your computer is on continuously that you shut down the point of sale at the end of each business day.

Configuration:
A data file on each computer in the system tells the programs things like where the main data base is located on a network, what type of printer and customer display is connected. The configuration module is used to setup and/or change this configuration file.

Data Input & Output

The input to the point of sale computer at the checkout counter is largely from a bar code scanner. While the system could be used without a scanner, typing in the UPC numbers would be very time consuming and prone to error. We have had good success with hand held automatic scanners, which are mounted on holders on the counter so that products may be passed in front of the scanner for reading bar codes. We do not recommend the use of the wand type of manual scanner.

At the point of sale location the keyboard is used only for typing the occasional item number, because a bar code wouldn’t read, or the product had no pre-printed bar code, and for entering amounts tendered. Some point of sale systems use a mouse type pointing device at the checkout location. In a busy store this is not desirable. Passing the items in front of the scanner, pressing a few keys (the fewer the better), and dealing with the payment, are functions we need to do smoothly and quickly at the checkout. The output at the point of sale location is to a receipt printer, a customer pole display if desired, and to the cash drawer opener.

The data input to the other modules of the system is via the key board and a pointing device such as a mouse. The data base maintenance, reporting, and ordering functions are basically office functions that use the normal PC input and output methods. In a larger store, having multiple computers, a scanner for UPC codes is desirable on the computer used for inventory control. A printer connected to the standard printer port, of at least the office computer, is necessary for printing reports and orders. Orders to suppliers may also be electronically transmitted by fax modem, a dial up data line or the Internet.

The Database

A database as used in this system is a region of memory on the main hard disk drive of one computer in the system. The information stored in this memory includes the data such as prices, order quantities, costs, etc. for items, and sales information and other data needed to run the system and the store. Stored in the database memory, along with the store data, are the instructions needed by a database management program to keep track of the data. The Wise/POS system actually uses several databases to keep track of the data it uses and generates. The databases should be copied to removable disks or to a second computer on the store network at frequent intervals to guard against the loss of data in the event the main computer fails.

The databases used by the system are compatible with the Microsoft Access database manager. Users of Access can generate custom reports, and export store data to spread sheets or word processors if they desire. The databases should not be changed using Access or any other database manager. Our software support does not extend to fixing database problems caused by other programs. Users wishing to develop reports using programs other than those supplied with this system, are advised to always work with a copy of the system databases.

Simultaneous Operation of Modules

It is possible to have more than one program running on a single machine at the same time. In some cases both may have control of some portions of the machine at the same time. This would be the case in the small store when both the point of sale and the inventory management modules were running simultaneously on the checkout counter computer. When multiple programs are running on one machine at the same time, only one program at a time can accept user input. It would cause much confusion if a program expecting the cost of an item, received some of the text for a letter to a vendor you were typing on a word processor. The main operating system of the computer acts as manager for the user input to programs as well as the handler for data storage and output to printers or the video screen. The program or portion of a running program which is the recipient of user input, is said to have focus, and the operating system directs the key board inputs to it.

The Wise/POS point-of-sale system will operate only on Microsoft Windows95 (or later), or Windows NT.

 


Starting the POS Programs >>

Point Of Sale - Checkout
General
Checkout Operation
Preferred Customer Discount
Receiving Payment
Completing the Sale
Checkout Help Screens
Manual Cost Entry
Customer Number Entry
Deleting An Item From Sale
Discount Handling Priorities
A special credit or store coupon discount
Gift Certificate Sale Accounting
Returned Item Accounting
Manufacturers Coupons
Redeemed Gift Certificates
Shutting Down

Page 3 >>

Store Data Files
General
Store Data
Supplier Data
Manufacturer Data
Finding a Manufacturer Number

Page 4 >>

Products Module Operation
General
Data Entry Form Description
Entering a New Item
Entering Data for a New Item
Searching The DB For an Item
Updating & Deleting Items
Table View Of Products

Page 5 >>

Inventory Module
General
Inventory Module Screen
Updating Inventory
Generating Orders
Label Printing

Discounts >>
Discount Handling Priorities

Page 6 >>

Reports
General
Data Reporting Screen
Printing Financial Summaries
Viewing Previous Months Totals
Correcting Financial Data

Customers Database
General
Entering Customer Data

Page 7 >>

Configuration >>
Step By Step Configuration

Page 8 >>

Appendix A - UPC Codes
UPC Codes Introduction
Assigning Local Codes
Version A Codes
EAN codes
Version E codes
UPC/EAN number groups

Appendix B – Sample Printouts >>

Appendix C – Technical Data
Files and File Folders
Database Details
Control Keys and Special Codes