Stoker Consignment Resale Software Demo Tutorial Version 4.0 Getting The Most From Your Demo Introduction Thank you for ordering a demo of the Stoker Consignment Resale Software. We appreciate your interest in our product. This demo is actually a fully operable version of our software and will allow you to experience the Stoker Consignment Resale Software in its entirety. The demo will expire 30 days from installation. If you would like to look at it after that date, the software can be removed from your computer and reinstalled, but please note that all data entered will be lost when the software is removed. To purchase the software, simply call The Stoker Group with a credit card number or mail us a check and we will give you the key to enter to turn off the expiration. At that time we will also send you the full User's Guide. Note: This tutorial has been designed to help you quickly view and learn the MAJOR functions of the software. There are many more functions that can be used to help you run your business. If you have questions while using this demo, please call our customer service department toll free at 1-888-821-9717. We will attempt to clarify any questions you may have at that time. Please note that any in-depth instruction will not occur until after you have actually purchased the software. How to Contact Us If you have questions or would like to purchase the software, please contact us at: The Stoker Group, Inc. Telephone: 888-821-9717 6800 No. 79th St. Email: consign@stoker.com Niwot, CO 80503 Fax: (303) 652-1794 Website: www.stoker.com/consignment Installing Your Demo The Stoker Consignment Resale Software demo is installed on your computer in the same manner that other software is installed. This is typically done by: 1. Pop the CD into your CD player; the install process should automatically begin. If it does not start up, then go to Start/Settings/Control Panel/Add-Remove Programs. 2. Click on the Install button and follow the directions on the screen. 3. When asked what type of installation, select Typical. Opening/Logging on the Application Opening the Application Once the software is installed there will be a Stoker Consignment Icon on your desktop. Double click the icon and the application will start. Logging onto the Application When the application is opened, a Log On box will appear. After entering the following information, click on the Log On button. Employee Number = 0 Password = Admin Note, you should not put a check mark in the "Training Mode" field, because this is not required at this time. Moving Around the Application The application opens to the main switchboard, which lists all the switchboards in the application. Each switchboard contains various forms, which perform the application's functions. The switchboards are also listed across the top as drop down menus. They are the same switchboards, they just provide another way of navigating. Using the top, drop down menus will allow you to keep more than one form open at a time, and are also the quickest way of moving between forms. Closing the Application To close the application, click on the X at the top right of the screen or go to the Application drop down menu and select Exit. System Defaults The system defaults have been preset to allow you to go directly to entering a consignor, consignments, selling an item, etc. The defaults can be easily changed and are set in the System Set Up Switchboard. The main defaults are set in the Company form. Examples of defaults which are set up in the Company form are: store name, consignor percentage of sale, length of consignment period, whether you will scan items or enter the sales into the system by using the keyboard, lay away information, etc. Please note: All instructions for all the different choices on the various switchboards are covered in-depth in the user's manual you will receive after purchasing the software. Application Standards Knowing a few of the standard features that are used in this application, regardless of where you are working, will help you use this software with ease. Account Look Up Where it is necessary to enter an account, they can be accessed in one of three ways: 1. Type in the account number if known. 2. Type in the last name, press the ENTER key, select the account from the list that appears and press ENTER. 3. Type in the phone number and press the ENTER key. Record Selectors Record selectors are used to locate a record. They will also tell you what record you are on and how many records are in the system. They are always located on the bottom left of a form. * To open a new record, click on the right arrow with the *. * To go to the next record, click on the right arrow. * To go to the previous record, click on the left arrow. * To display the very first record, click on the left arrow with the line. * To display the very last record, click on the right arrow with the line. Setting Up Merchandise Lists Overview Merchandise lists are set up as categories. There are two levels of categories-Super Categories (i.e. Men's, Women's, Children's, Furniture,) and Categories (i.e. Shirt, Dress, Pants, Jacket, Table, Desk). Categories are attached to their Super Categories using the Categories form. Note: Super Categories do not have to be used. You can set up Categories only. Categories 1. Go to the Sales Set Up switchboard, or click on the Sales Set Up drop down menu. 2. Select Categories. 3. Click on the New Record button. (If you have forgotten what the new record button is, review the previous section, Record Selectors.) 4. Enter the Category abbreviation (max 3 letters). 5. Enter a description for the category type. 6. Select the sale type. (Default if the item is taxed upon selling, Nontaxed if it is not taxed.) 7. Press the ENTER key on the keyboard. 8. Repeat the above process to enter more categories. Note: you can skip step 3 if you continue entering more categories at the same time. If you leave the form and go back later to add more categories, then you will need to click on the New Record button to start entering more categories. Super Categories 1. Go to the Sales Set Up switchboard, or click on the Sales Set Up drop down menu. 2. Select Categories. Note: If you are setting up your Super Categories immediately after setting up your Categories, you are already on the correct form and do not have to choose the Categories form again. 3. Fill in the dot next to: Set Up Super Groups..... 4. Click on the New Record button. 5. Enter the Super Category abbreviation (max 1 letter) 6. Select the sale type. (Default if the item is taxed upon selling, Nontaxed if it is not taxed.) 7. Press ENTER on your keyboard. Super Groups 1. Go to the Sales Set Up switchboard, or click on the Sales Set Up drop down menu. 2. Select Categories. Note: If you are setting up your Super Groups immediately after setting up your Categories and Super Categories, you are already on the correct form and do not have to choose the Categories form again. 3. Fill in the dot next to: Set Up Super Groups..... 4. Using the record selector buttons, scroll back to the Super Category you want to work with first. You will see the Super Category appear in the Super Category field as you scroll through the records. 5. When you have found the Super Category you wish to add a category to, double click on all the categories you want associated with that Super Category. You will see all the available categories in the list box on the left hand side of the screen. 6. Repeat this process for your other Super Categories. 7. When finished, exit the screen using the Exit button. Entering a Consignor Consignors are entered in the Consignor form. Consignor Form 1. Go to the Sales Set Up Switchboard. 2. Select Consignor 3. Click on the Enter New Consignor button. 4. Account Number data field - double click to have the system assign the account number or enter your own number. 5. Fill in the desired data fields. 6. When the cursor is in the Comments data field press the enter key. The consignor will now be entered into the system and a new blank record will appear. You are now ready to enter the next consignor. Note: When the Company form is filled in with your store name and address, the state in this form will default to the state you entered for your address. Entering a Consignment Consignment items are entered, changed, and deleted in the Consignment forms. Labels and the What Consigned Report are also printed from this form. Consignment Form. 1. Go to the Sales Set Up switchboard. 2. Select Consignments. 3. In the working Defaults area (on the right side of the screen), enter the consignor in the Account data field. Press ENTER. 4. Fill in the remaining Working Defaults data fields. 5. Click on the Apply button, which is at the top left of the Working Defaults area. 6. Enter the item on the left side of the form (i.e., Description, Asking Price, etc.). 7. When the cursor is in the Consignor % data field, press the ENTER key. 8. The item will now be entered into the system and the form is blank and ready for the next item. To see the items that have been entered, click on the List tab. Printing Labels Labels are printed from the Consignor form. As each item is entered into the system, a label is automatically generated. To print the labels, simply click on the Print Labels button. NOTE: The defaults of this demo are formatted to print labels on Avery 5160 label sheets. These are stick on labels, printed on a sheet of three across and ten down. However, there are other types of labels and tag choices available. We highly recommend you use the Avery 5160 labels unless you choose to purchase a thermal tag printer. It is also possible to custom format your labels for both size and content. Printing a What Consigned Report A list of what a consignor has consigned is called the What Consigned Report and can be printed from one of two places. Consignment Form To print a What Consigned report from the Consignment form, simply click on the What Consigned Report button. The What Consigned Report can be printed from the Consignment form after the consignment is entered, but BEFORE the labels have been printed. After the labels have been printed, this same report can be accessed from the Reports switchboard. Reports Switchboard. To print the What Consigned Report from the Reports switchboard; 1. Go to the Reports drop-down menu. 2. Select Listings. 3. Select What Consigned. 4. Type in the account number, press the ENTER key. 5. To see all items consigned, leave the Start Date blank. What is listed on the report can be limited by entered a date. 6. Click on the Print button to print. Selling an Item Items are sold (or they can posted at the end of the day) in the Point of Sale (POS) form. This form totals the sale, displays the change amount and prints a receipt if desired. When an item is sold, it is removed from inventory and the consignor's account is credited with their percentage of the sale. Point of Sale Form 1. Go to the Sales Switchboard. 2. Select POS. 3. Scan or type in the barcode number in the Scanning Field. NOTE: If you do not print out a label (which contains the barcode number), put the system in Manual Mode by clicking on the Scan button at the bottom left of the screen. The item can now be pulled up entering the Consignor, enter down to the Tag Look Up field, press ENTER, and a list of the Consignor's items will appear. Select the item with your mouse. 4. The item will now be displayed on the left side and the cursor will be in the ON Sale data field. Press the ENTER key twice. 5. The item will now be listed in the list box on the right. 6. When all items are entered, click on the Payment button. 7. Enter amount being paid in the correct payment type field. 8. Print a receipt or exit through the doorway. Paying a Consignor As items are sold/posted in the Point of Sales (POS) form, the item is removed from inventory and the consignors account is credited with their percentage of the sale. Consignors can then be paid on demand or all at the same time. Paying consignors on demand is done in the Payout History form. Payout History Form 1. Go the Financial switchboard. 2. Select Payout History. 3. Type in the Consignor account, then press ENTER. 4. Select the type of payment. 5. The amount due to the consignor will be displayed in the gray Amount Due data field. 6. To pay the full amount due, double click on the white Amount data field. To make a partial payment, type in the amount the consignor wants to be paid. 7. Click on the Apply Payment button. 8. The What Sold Report and receipt will automatically print. If you do not wish these to print, remove the check mark from the report boxes on the bottom left of the screen. The above items cover the major areas you will use on a daily basis. Other features include many reports, covering consignor listings, customer listings, sales reports, amounts paid out to consignors, and items both consigned and sold. There are various methods for searching the database for different information you may need, the ability to create mailing labels, different levels of security you can assign to your employees, and many more features. We hope you will enjoy using the Stoker Consignment Resale Software, and if we can be of any assistance, please do not hesitate to call us. Thank you for contacting The Stoker Group.