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

  1. questionSetting Receipt Headers And Footers on till receipts
    Setting up receipt headers and footers for till receipt printouts is a two stage process. First you must create receipt textblocks to use as a header or footer, and secondly you need to assign the specific text blocks you have created to the required till pint functions. To set up a text block ...
  2. questionReporting - Overview
    Functionality & purpose overview There is a selection of reports to aid in financial, stock, sales and customer analysis. This allows accurate and clear real time information to always be on hand. Currently, WinTill reports are organised into the following categories: Stock Shipping Suppli ...
  3. questionReport - Margin Value 10066
    The Margin Value report details the total margin values for the specified date range at branch level. There are a series of sub reports which can be drilled down to by double clicking on the hyperlinked fields on the reports. The sub reports include: Margin Values at Style Level Margin Values ...
  4. questionReport - Stock Adjustment Session 10090
    This report details all items contained within the specified stock adjustment session. You either need to enter the stock adjustment session GUID, or search for the stock adjustment session by pressing the “...” button next to the Stock Adjustment Session GUID entry box. See Searchi ...
  5. questionReport - Shipping Note Enquiry 10085
    This report details where the shipping note was shipped from and to, when it was created and items within the specified shipping note. Any related goods received note references are detailed at the top along with the number of items received and when. The main section of the report lists the it ...
  6. questionReport - Stock Movement Audit 10087
    Use this report to track the stock movements of a product. Types of stock movement include sales, returns, deposits, deposit redeemed, shipping receipts, shipping orders, manual stock adjustments and stock takes. This report is particularly useful when a stock figure is incorrect at a certain b ...
  7. questionStock Adjustment Session Search
    The following window will be displayed when searching for a stock adjustment session: If you know the adjustment session GUID (or any part of this) you can enter this in the Adjustment Session GUID entry box. You can specify a Stock server location and sub location to narrow search results, as ...
  8. questionReport - Financial Summary By Branch
    The Financial Summary By Branch report groups financial data into the following groups for analysis: Gross Sales - Total value of net goods movement including VAT. Includes value of non coded sales for which no cost value can be established. Net Sales - Total value of net goods movement exclud ...
  9. questionReport - Stock Holding By Branch
    This report displays the stock quantities for each product at each branch in an easy to read matrix, see example below: The user can specify the supplier and category if required, or leave as for all suppliers in all categories. The Estimated Time to Load Report depends on the criteria select ...
  10. questionReport - Top and Bottom Sellers
    This report allows the user to display the top or bottom specified number of selling lines by value or quantity for a given time period. The default selling price (inclusive of vat) can be specified as a price range and a branch can be specified to narrow down on desired results. The Estimated ...
  11. questionRecommended procedures to take before closing a branch
    Procedures to take before closing a branch Before shutting the tills down and packing them away there are several procedures that need to be done in order to ensure the data at head office is correct. There must also still be a connection available from head office to the branch at this time in ...
  12. questionBarcode Label Printing - Printing Tickets
    Using the Ticket Printer Once the Printer Settings on your ticket printing module are configured you can print tickets quickly and easily in a number of convenient ways. When you click the Add Tickets button you can then choose to add tickets to your ticket printing queue by delivery reference, ...
  13. questionTill Report - Session Summary - Configuration Options
    Customising the appearance of the Session Summary Report The till session summary report can be individually configured for each Epos terminal, both for reporting details and appearance. Reporting In the Till Maintenance module first select a branch and then a terminal Select the Report Opt ...
  14. questionBarcode Label Printing - Printer Settings
    Configuring and Amending the Printer Settings The barcode label and ticket printing module is available as a bolt on function to the core WinTill software. This module can be utilised via the Head Office, back office or at a till point. The design, content and size of the labels can be configur ...
  15. questionPolling - Configuring Connections
    Setting Up A New Connection The Polling Manager will allow you to set up and maintain any number of connections, giving your system administrators complete control over the Data Transfer activities of every machine. If you require further assistance with any aspect of this operation please ...
  16. questionCreating User Profiles
    Setting Up and Amending System User Details Profiles for system users can be created and amended quickly and easily. Once a profile is created the user can access any machine across the estate with their unique log on details. Access the User Maintenance module in your WinTill software. S ...
  17. questionSale Management - Sale Item Selection
    Adding Discounts by Item, Category or Supplier Once you have created your discounts and allocated them to locations you can allocate the discounts to the products you wish to apply them to. Select the Sale Item Selection button at the top of the Sale Management module. (To view a larger version ...
  18. questionSale Management - An Overview
    Easy to configure and amend WinTill Sale Management allows you set up and effectively manage promotions and discounts across your business. Multiple promotions can be set up months in advance and promotions can be allocated concurrently and also individually by location. This module provides fa ...
  19. questionSale Management - Sale Discount Set Up
    Setting Up and Amending Sale Discounts Any number of sale discounts can be set up or amended, to create a new discount select New. Enter a description for the discount, make it as relevant as possible as not only will this allow you manage your discounts more easily but this description will ...
  20. questionStocktaking - Completing The Count - 4
    Processing The Stocktake Once you have entered all of your count data you can view or print the discrepancies before you complete the stocktake. Clicking Print Discrepancies will generate a report which lists all of the items with a discrepancy by category, showing the frozen stock quantity, th ...
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