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Configuration, Maintenance and Reporting
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There were 39 articles found in this category:

  1. questionStocktaking - Entering The Count - 3
    Functionality Enter By Category If you have carried out a manual stocktake then you can enter your count figures by Category, this is a quick and simple way to enter a manual stocktake but does have restricted functionality. Figures are entered a category at a time and the item list within ...
  2. questionStocktaking - Counting The Stock - 2
    Counting Options At this point you can either count the stock manually or use the handheld terminals. If you are using the terminals please refer to Portable Data Capture for more information. To count the stock manually you will first need to print off the Stock Take Sheets Click Print Stoc ...
  3. questionStocktaking - Freezing The Stock - 1
    Setting Up The Stocktake A stocktake can be actioned on the WinTill software at anytime via the till or back office. We recommend that you review the article Stocktaking - An Overview before commencing your stocktake for a detailed explanation of the process, this article is simply a 'How To' ...
  4. questionGoods Receipt Options
    Available Options When Booking In Stock When stock is received into a branch there are a number of ways to book this stock in: By Shipping Note - assuming the relevant information has been sent from the dispatch location (Head Office, Distribution Centre, External Supplier, other branch etc) t ...
  5. questionWinTill DRP - Location Stock Profiles
    Location Specific Management of Stock Profiles Location Stock Profiles allows you to apply overrides to specific product quantities at a location. Access Location Stock Profiles in the DRP Suite in the Stock menu, select the location you wish to work with. Find the product you wish to enter t ...
  6. questionWinTill DRP - Stock Profiles
    Creating and Amending Stock Profiles A Stock Profile is a named collection of products with quantities set against them, with each profile having a priority setting and [optionally] an active date range. A product can exist within different profiles and there is no limit to the number of profil ...
  7. questionWinTill DRP - Execution Plans
    Creating and Managing DRP Execution Schedules Execution Schedules are the instructions that tell the DRP Execution Engine when, where and how to execute. Each DRP plan has an Execution Schedule, a list of Locations for which to execute the plan, and an execution method that describes the workflo ...
  8. questionWinTill DRP - Stock Profile Groups
    Creating and Managing Stock Profile Groups A Stock Profile Group contains a number of Stock Profiles which are then allocated to specific locations. To create a new Stock Profile Group access Stock Profile Groups in the DRP Suite in the Stock menu. Select new and enter the name for the group, ...
  9. questionWinTill DRP - Introduction
    The WinTill DRP system is a suite of modules for automating the management of stock levels. It collates information from EPoS terminals and DC's across a supply chain and uses this information to instigate the workflows necessary to maintain ideal stock levels. The core components of the WinTill ...
  10. questionWinTill Portable Data Capture
    Using Handheld Scanners to Action Stock Movements Handheld scanners, or Portable Data Capture units, can be used to improve efficiency and accuracy when actioning any kind of stock movement. The WinTill Portable Data Capture software is suitable for a range of handheld scanners and can be used ...
  11. questionUser Security Settings
    Creating, Amending & Allocating User Privileges You can create and allocate Security Groups with any combination of privileges to your till users. Any number of privileges can be allocated to a group and any number of groups can be allocated to a user. These settings are fully flexible and ...
  12. questionReturn Reason Maintenance
    Setting Up Reason Codes for Returned Items Utilising reason codes when returning items allows you greater analysis of your returns and promotes good practice at the till point. Access Pos Administration - Returns Reason. The window shown above will open, enter the description for the reason ...
  13. questionBranch Till Maintenance - Cash Drawer
    Configuring the Cash Drawer Security Alert The cash drawer of each till can be configured individually to give warning messages and alerts to the user if the cash drawer is left open for longer than a defined time period. Access POS Administration - Till Settings. Select the branch and termi ...
  14. questionProduct Categories - Maintenance
    Creating and Maintaining Product Categories Creating and maintaining categories and sub categories for your products is quick and easy and brings many benefits, reports and stock control are more focussed and accurate when products have been assigned to their appropriate categories. Using Catego ...
  15. questionProduct Attributes - Maintenance
    Creating and Maintaining Product Attributes The format and procedure for creating Colour, Size and Fit attributes is the same, here we will use the Colour attribute creation module as an example. Access Maintenance - Attribute - Then select the relevant category, Colour, Size or Fit. Before yo ...
  16. questionProduct Attributes
    Simple and Flexible Attribute Creation and Maintenance Unique product attributes can be created and amended quickly and easily giving you complete flexibility over your style maintenance. As well as being able to create an unlimited number of product attributes you can also create unlimited pro ...
  17. questionPolling - Log Files
    Reviewing The Polling Logs Log Files for all of the polling activities are available to view in several formats, allowing you to check on network connections at a glance or to take a more in-depth look at the polling activity. Accessing the Polling Manager and selecting the log directory will ...
  18. questionThe Polling Manager
    Effective management of all your data transfer activities The Polling Manager gives you all of the functionality you require to effectively and simply manage all your data transfer operations across the estate. Financial information, transactions, stock movement, product information, sales ord ...
  19. questionPolling - Configuring Schedules
    Setting Up Or Amending The Automated Polling The Automated Polling can be configured to poll at any time to suit the needs of your business. Intuative and simple Automated Polling ensures you have business critical information when and where it's needed. Set Up: To set up or amend the Au ...
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