Account view, Discount, 112 | Toshiba Electric Keyboard guide

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Symphony Pro User Manual 2.0.2.15

4.7.4Account view

NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available.

The account view option is an easy method to open the account tables simultaneously. It is designed to simplify the operation but is really no different than opening the customer, the risk, and the client level tables individually. This feature is not supported by the TEC ECRs.

4.7.5Discount

NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available.

The discount table is used to control discount rates offered to preferred shoppers. The discount table functions as part of the preferred shopper module. Contact your Authorized TEC Dealer to order the option if it is not licensed. This feature is not supported by the TEC ECRs.

Understanding the discount table: The discount table is used to control discounts by customer type and by sub-department. By now you understand the relationship between PLU's and sub-departments. You should also understand what a client level is before proceeding. Assuming that you have a grasp on the above, here is how the discount table works.

As an example, let's suppose that customers assigned to client level 1should get a 5% discount off the price of items linked to sub-department 1. But the same customers assigned to client level 1 receive 15% off items linked to sub-department 2. By adding records to control these discounts, the Symphony POS can automatically handle the price control for you.

Now let's add into the equation that customers assigned to Client level 2 receive 10% off the price of items in sub-department 1 and 20% off the price of items linked to sub-department 2. Getting more complex, but still a way of life in some retail stores.

© 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.0a

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Toshiba Electric Keyboard owner manual Account view, Discount, 112

Contents

Toshiba TEC America Page Table of Contents 106 114 Part VI Entry Module Part File Maintenance UtilityPart V Report System Part VII View Log Part 181 Symphony POS Software Limited WarrantyLimited Warranty Phone no 449-3040 FAX 770 Data Storage About Symphony Pro applicationOverview Security Navigation Navigating the Symphony Pro Application Using the mouseUsing the keyboard Printing Help as a Manual Understanding Communications To print the entire paper manualPolling Process Monthly Maintenance Process Data MaintenanceDaily Maintenance Process Controlling Database Size Physical Backup Backups Are ImportantSymphony Pro Data Backup Protecting Your Data Symphony Pro Main Menus Symphony Pro Main MenusFile Menu Main Menu Login Symphony Pro File Menu OptionsLogging into the System Language Setting the LanguageLogout Logging off the system View internal process View Internal ProcessWhats Happening behind the scenes Viewer Display Status Bar This example shows the Internal Process viewerStatus bar and control buttons Buttons Files Menu View menu This example shows the Polling Process viewer View Polling StatusView Polling Process Menu Options Execute Command File Forcing CommandsViewer Display windows Deploy Individual File Other TasksSending Information From One Database Table Configuration Panel Basic Symphony Pro Set Up InformationThis example shows the Deploy one file table selection tool Company Company Tab Settings System System Tab Settings TO=STORE103 This example shows the Configuration panels System tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Misc Misc Tab Settings This example shows the Configuration panels Misc tab Host Host Tab Settings Host data communications This example shows the Configuration panels Host tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Cleanup Cleanup Tab Settings This example shows the Configuration panels Cleanup tabNumber of days to keep individual terminal Number of days to keep all log Load Files Load Files Tab SettingsNumber of days to keep successful log Number of days to keep processed files This example shows the Configuration panels Load Files tab Because it will be overwritten Security Security Tab Settings Security System Overview Establishing access levels This example shows the Configuration panels Security tab To assign security levelsThey can modify, add or delete it Calendar and Date Conversion Utility Send urgent message to Symphony ProDate Conversion Julian Date Unix Date Using the Messages UtilityMessages Messages Utility Show Tips Symphony Pro File menu Option Show TipsExit Exit the Symphony Pro Application Modules Menu Modules Menu Options Help Special Menu Options What is it for?Special Symphony Pro Desktop Icon shortcuts Maintenance Application Symphony Pro Maintenance Application OverviewVersion numbers Maintenance Main Menus This example shows the Maintenance applications DesktopMaintenance Menus and Icons Overview Common Data Table Toolbar Maintenance ApplicationCommon Data Edit Toolbars Top Bar Tools Viewing Data Table Contents Displaying Data Lists Maintenance Application SQL Command File Menu Overview Item Maintenance Utilities Item OptionsItem Table File Menu Options Terminal table help pages in this manual Maintenance Application Other File Options Other Dynamic File Menu Options Edit Menu Edit Menu OverviewEdit Menu Item Options Other Edit Options Other Dynamic Edit Menu Options PLU Menu PLU Menu Option s Item Tables Item Table Tabs and Fields Quick Tab Item PLU Maintenance Quick T ab This example shows the Item table editor This example shows the Item tables Quick tab Editing the Quick Tab Editing the Quick TabMoving existing fields within the quick Adding fields to the quick Object Tab Item PLU Maintenance Object Tab This example shows the Item tables Object tab POS Tab Item PLU Maintenance POS Tab This example shows the Item tables POS tab Maintenance Application Price Tab Item PLU Maintenance Price Tab This example shows the Item tables Price tab Active and Next prices Suggested Retail and Sale price Programming Maintenance Application Margin vs. Markup Comparison Chart If you have selected to use Markup Maintenance Application Margin Markup Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Rental Items Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Item tables Cost tab Regular Cost Section Cost Break Section Maintenance Application This example shows the Item tables Inventory tab Sales Tab Item PLU Maintenance Sales Tab This example shows the PLU weekly Sales tab Image File Naming Convention Maintenance Application Image Type and Size Restrictions Required POS SetupECL tab Creating Electronic Coupon links Meal deal or Combo pricing ECL qualifying record Type Method Qualifier Number. not implemented as of JuneCumulative Purchases Kit tab Creating kits Maintenance Application Building the kits Working with Items Overview Setting a FilterWorking With Items Filtering with an Alphanumeric Field This example shows the Filter setting tool Filtering with a Currency FieldFiltering with a Logical Field Combining Filters and Global Modifications Adding New Items by Copying This example shows the item creation optionsOptions Removing Items Deploying Modified Items Sending Changes to Targets Rental Items Controlling Rental Items Symphony POS Setup module showing the Rent Tab Rent Tab Item Label Setup Linking Items with Labels Sub-department Table Sub-department Overview Sub-department ProgrammingSub-Department Table Settings This example shows a Sub-department table record Maintenance Application Department Table O verview Department Programming Department Table SettingsDepartment Table This example shows a Department table record Maintenance Application Other Item Related Tables Table Programming OverviewBottle Link Table Bottle Link Programming This example shows a Bottle Link table record Environmental fee Category Table Category Table Programming Tare Table Tare Table ProgrammingThis example shows a Tare table record This example shows a Category table record This example shows a Price Level table record Mix & Match Table Mix & Match Table ProgrammingThis example shows a Mix & Match table record This example shows a vendor table record Reference field, it does not print on the register receiptVendor Table Vendor Table Programming Scale Table Scalable Item Table Programming This example shows a Scale table record Scale Table Fields Batches Price Modifier Net WeightCreating and Using Batches 100 Maintenance Application 101 Adding new BatchesAdding records items to the batches Changing the Field Order Setting the Price102 Posting Batches Statistics This example shows the Statistics Data testing panel 104 Maintenance Application 105 Account Related Maintenance Customer Maintenance Application 107 This example shows a Customer table record 108 Contact Maintenance Application 109 Associating a Photo with a Customer 110 Client Level TableRisk Level Table Customer Level Table Programming Maintenance Application 111 This example shows a Customer Risk Level table record Account view Discount112 Maintenance Application 113 Custom messages Register Menu Register Menu Options Operator Table Programming Maintenance Application 115Operator Table This example shows an Operator table record Information Fields Functions Table116 Function Table Programming Maintenance Application 117 This example shows a Function table recordAlpha Parameters 118 Totalizer Link List Maintenance Application 119 120 Maintenance Application 121 Totalizer TableTotalizer Table Programming 122 This example shows a Totalizer table record Maintenance Application 123 Terminal TableTerminal Table Programming 124 Terminals and Groups Adding terminals automaticallyAdding terminals manually Maintenance Application 125 126 Sample terminal list Maintenance Application 127Gift Certificates Terminal groups at Headquarters Navigation Menu This example shows a Gift Certificate table recordMemorizing the Item Tables Tab Order Transfer Menu Maintenance Application 129Controlling the Maintenance Desktop Windows Menu Report System Default Symphony Pro ReportsList of Default Reports Report Types Report System 131 Right Click Menu Report SelectionControlling Reports Report Selection Utility Selecting a Report Report System 133This example shows the Report Selection Utility Bottom bar Buttons Reports Without Dates Using ReportsOpening Reports This example shows the Report Target Selection utility Report System 135 Report Periods Report Viewer Viewing ReportsReport Viewer Options Setting a different printer for specific reports Default report printerSetting a default printer for reports Report printing Printing Labels Generating Item or Shelf LabelsSelection prompt window Report System 139 This example shows the Label selection boxFirst Label Selection 140 Other Label Printing OptionsDefining the label printer Report Properties Report Properties Panel 142 Report Properties Panel Options Report System 143 Report Sections Report SQL Editor Modifying Symphony Pro Report SQL CodeReport SQL Editor Window Tool Bar Tools Entry ModuleReport System 145 Entry Module Overview 146 This example shows the Entry applications Desktop Creating Purchase Orders Purchase OrdersEntry Module 147 View Menu Options This example shows the Purchase Order selection tool 148 Entry Module 149 Automatic Generation of a P/O Receiving Stock Stock Receiving Without a Purchase Order Entry Module 151 This example shows a Manual Receiving screen Receiving Stock from a Purchase Order Receiving Stock using a Portable Device152 Printing your stock transaction Entry Module 153 Counting and Adjusting StockInventory Adjustments Counting Inventory Transfer Other Entry Options Pickups and Loans Entry Module 155Working with Cashier Pickups, Loans and Declarations 156 View Log Utility View LogEntry Module 157 This example shows the System Log viewer Logs and Messages Viewing Logs and Messages View Log 159 Urgent MessagesUnprocessed Files Viewing Urgent Messages Electronic Journal Utility Using the Electronic Journal L-TrackerElectronic Journal L-Tracker This example shows the Electronic Journal Basic version Electronic Journal L-Tracker 161 162 Events / Tasks Electronic Journal L-Tracker 163Events / Tasks Utility Navigating Command Directories 164This example shows the Events / Task utility Modifying / Adding / Automating Tasks Task Editor Programming EventsEvents / Tasks 165 This example shows the Task Editor programming 166 Repeating Cycle Adding / Removing Tasks Using Command directoriesEvents / Tasks 167 Changing the Events / Tasks List Order Watching the Front End Monitoring Utility168 This example shows the stand alone Monitoring utility Monitoring Statistics Form ManagerMonitoring Utility 169 This example shows a sample of Monitor Statistics Symphony POS Form Template Files Template EditorSymphony Pro Report Template Files Shelf and Item Labels Form Manager 171 Template Objects Tools Object Right Click MenuTop Bar Tools and Options Form Manager 173 This example shows the Form Managers label page setup MenusForm Manager Main Menus File Menu Form Manager 175 This example shows the Form Managers page setupConfiguration Records 176 This example shows the Form Managers Object Inspector File Maintenance Utility File Maintenance Utility 177Symphony Pro File and Database Maintenance Utility 178 About Data Table Backups Creating An Automated Backup To restore a file from a backup File Maintenance Utility 179When and How to Use the Data Table Backups View File Properties and Contents 180 Re-indexing TablesRe-Indexing Operation Glossary File Maintenance Utility 181Why and How to use the Pack Command Glossary of Terms 182 Glossary 183 Back Cover