Computer Dimensions

Q&A

Customers

  • How can I email multiple invoices to a customer?

    Total Inventory Solutions Reports Transactions Sales Receipt

    Enter the date range & customer tel and press the email button (will only work if the customer has an email address on file)

  • How can I print a customer invoice for a transaction?

    Total Inventory Solutions Reports Transactions Sales Receipt.

    User Filter options to filter for the desired transaction and change Output Format to Invoice (or Receipt, to get a Receipt format)

  • How do I merge two customer accounts?

    A) In Total Inventory Solutions, open the Customer that you want to merge into another customer

    B) Click the Merge button (see below)

    C) Follow the prompts to merge this customer into another customer

     

  • How can I set up a Master Customer, with default settings to be set for new customers?

    Create a customer with the telephone number 999-999-9999. Whatever you set for that customer will be the default for all new customers.

    For example, you can set all new accounts to be set with a credit limit of $0.01 etc.

     

  • How can I restrict a customer from putting anything On-Account and allow them to have credit only?

    Set Customer’s Credit Limit to $0.01.

    This will let them have a credit balance, but will restrict the account as soon as .01 is reached.

     

  • How can I see what a Customer's Balance was on a specific date?

    Total Inventory Solutions Reports Customer Customer Balance by Date (Premium Add-On report)

  • I opened a customer's account in the POS and an alert about an “Account Discrepancy” displayed, with an option to “Correct History” or “Correct Balance”. What is this and what am I supposed to select?

    This can happen for instance when payment is entered in POS and gets recorded in the account History, but before the system has a chance to finish and deduct it from customer’s Balance the computer crashes. In a case like this, the history would show the correct amount with the payment deducted, and the balance would still show the amount before payment.

    In a case like this you would select Correct Balance, since the History is correct.

    If unsure about what happened, open the Customer’s History, find the point where History shows different than Balance (balance can be seen by going into the Transaction), and see what the situation was to find out if you need to correct the History or Balance. You’ll usually find a transaction or payment with the discrepancy amount so you know where it went off.

    For a list of all Account discrepancies open Total Inventory Solutions Utilities Check Billing Integrity.

     

  • When I enter a search in the search bar I get a dropdown list with items. What is that?

    The list you get is a list of “Most Recent Used” (MRU) searches. It displays items that you recently searched based on the letters you already entered in the search bar.

    To disable this feature, right-click on any column header and disable the MRU option.

     

  • I have Tags assigned to Products / Customers but the Tag doesn't come up in the list of Tags when I search for it

    Tag Lists usually get auto-updated while being entered. If something seems off use Utilities -> Build Tag List to have it updated.

  • How can I setup certain customer accounts to auto-charge their credit cards on file?

    You would need the Auto Charge Batch CC Add-On Module:

    In the POS Program  → Utility Process CC Payments → Enter Password → Customer List will load →  Select a specific Tag (i.e. charge1st, charge15th, etc.) or hit OK to select all → Press Alt-B to select the Balance to charge (Full Balance, Over30, Over60, etc.) → Press Alt-P to Process

    If you currently don’t have this module and would like to purchase it, please contact us.

  • General

  • How can I setup remote access to all my registers?

    We recommend the free version of AnyDesk, Click here to redirect to their site.
    Here is a link on how to setup the connections: How to setup AnyDesk

     

  • Products

  • How can I see a list of items on Special?

    Total Inventory Solutions → Reports → Products → Product List: under the Sale Price Status Tab check off Sale Price is Set

     

  • How can I scan multiple items and print Labels / Signs for all at once?

    In Total Inventory Solutions, Right-Click anywhere on the Product List Grid → Set Default to Toggle Selected” (this will set the default action when scanning a product to toggle select/unselect) → Deselect All → Scan all Products → Select Label/Sign you want to print → Select “All Items in List”

     

  • How can I set an item as a Free Gift with a $0 price?

    On the Product View screen, set the Item Class to “Free Item”

     

  • How can I view sales for a specific product?

    POS Program: Open the product through the Product menu -> hit  “F”

    Total Inventory Solutions: Open the product through the Product List -> hit Sales Summary or Sales Detail button

     

  • How can I get a report of changes done to products?

    List of Product Changes: Total Inventory Solutions → Products → Product Change Log

    List of Price Changes: Total Inventory Solutions → Products → Pricing Change Log

    Change Log on One Product: Open the Product in the Product List → hit Actions → View Change Log

     

  • How can I search for an Alias Code in the Product List?

    Type the code in the “Search Code” box under the Product List and press Enter. See attached image.

  • How do I setup a Price Encoded Barcode?

    Price Encoded barcodes should be setup as follows:

    Low Priced items that always sell under $100: 2 + 5-digit-code + 00000 (example: 21234500000)

    Expensive items that could sell over $100 (expensive meat / fish): 2 + 5-digit-code + 99999 (example: 29876599999)

     

  • How can I apply Advanced Filters on the Product List without running a Product List Report?

    Use the Filter option on the Product List for advanced filtering options based on sales, cost, price etc.

     

  • When I enter a search in the search bar I get a dropdown list with items. What is that?

    The list you get is a list of “Most Recent Used” (MRU) searches. It displays items that you recently searched based on the letters you already entered in the search bar.

    To disable this feature, right-click on any column header and disable the MRU option.

     

  • I have Tags assigned to Products / Customers but the Tag doesn't come up in the list of Tags when I search for it

    Tag Lists usually get auto-updated while being entered. If something seems off use Utilities -> Build Tag List to have it updated.

  • Register / Transactions

  • How can I reprint a transaction receipt?

    Last Receipt: On empty Register screen -> hit Cntrl-P

    Previous Receipt: Use Alt-I to navigate to the transaction in question -> hit Enter on the Transaction ID -> hit P to Print.

    If transaction is from different register or from a different day / log, use F2 on the Alt-I screen to access transaction

     

  • How do I set the Register to print / not print any receipts?

    Press N to set to “No Print”.

    To remove press N again.

  • How can I Pause / UnPause a Register?

    To Pause Register – press K

    To Unpause Register – press Enter

  • How can I Activate or Add Value to a Gift Card?

    Enter amount in Register → Press F9 or F12 (depending on setup) → Select Activate New Gift Card or Add Value to Gift Card

  • How can I change the Thank You text and etc. on my receipts?

    POS -> Configure -> Receipt Notes -> Receipt Lines

  • I placed a transaction on the wrong account, how can I fix that?

    If it was done on the current Log:

    Alt-I to get to that ticket → Hit ”B” for Back-to-Sale to reactivate Ticket → Hit ”Y” for Payment List → Delete the “On Account” Payment → Press Esc to get to the unpaid transaction → ”U” to assign to correct Customer → Page Down to assign “On Account” Payment.

    For security purposes, you cannot edit a transaction on a Log which was already closed. You would need to credit the wrong account and rebill the correct account.

  • How can I delete a transaction?

    If transaction was done on the current Log:

    On the Register screen hit Alt-I → Navigate to correct Ticket and hit Enter → Hit “B” for Back-to-Sale to reactivate Ticket → Hit ”Y” for Payments → Delete Payment → Delete items in the transaction.

    The Transaction won’t be able to stay blank so you’ll need to place .01 on the transaction → change to Cash Account through U → enter Cash payment

    For security purposes, a transaction from a previous Log cannot be edited. To cancel it out, you’ll need to process a Return.

  • How can I manually enter a price-per pound on a product

    Type the price per pound and L, i.e 199 L

  • What does a transaction in Alt-I highlighted in yellow indicate?

    Highlighted transactions indicate that actions like a Return or Void were done on that transaction

  • How can I get a list of all Cases with Codes?

    In Register press 0G (zero, G)

  • Can I edit a Paid Out done on a Register?

    For security purposes, a Paid Out cannot be edited or deleted.

    (Contact us if you need to correct an error)

  • How can I see tickets on Hold?

    To access sales on Hold from the register it was placed on Hold: hit Alt-Y

    To access list of all sales on Hold, from all registers: hit Cntrl-Y

  • How do I put a transaction on Hold?

    Press Y to put a transaction on Hold

  • How do I scan an item as a Case?

    To set the next scan to scan as a Case hit Ctrl-Backspace before scanning the item

  • How do I do a Return?

    To return a single item: Press F5, then scan the item
    To return multiple items: Press Cntrl-F5 then scan all items to be returned, press Cntrl-F5 again to stop returns

  • How can I give a discount on one item / entire transaction?

    To give a discount on an item: Scan the item -> enter the discount amount -> hit F8 -> Discount will be applied

    To give a discount on an entire transaction: Enter the Discount Amount -> Hit F6

    To Remove: Enter 0 then hit F6

  • How can I disable a Customer Discount for a single transaction?

    If a customer is set with a Customer Discount they will receive it all the time.

    If you wish not to give them a discount for one transaction, you’ll need to remove the discount, then add it back after the transaction is done.

  • How can I enable / disable Transaction Discounts from being applied on Sale Items

    This requires custom setup.

    Please contact us if you would like to change the way it is currently set.

  • Reports

  • How can I see sales per payment type?

    Total Inventory Solutions → Reports → Sales → Sales by Payment Type

  • How can I see sales per product / per category / per day etc?

    Total Inventory Solutions → Reports → Sales → Sales Summary → use the Group By & Summarize Sales By filtering options to group / summarize the report as per your needs.

  • How can I compare sales of an item when it was sold at Regular Price as opposed to when it was on sold on a Sale Price?

    To analyze sales of an item before it was on sale and after it was on sale.

    Total Inventory Solution → Reports → Sales → Sales Summary → Set the ‘Sales Between’ date range to include the week before it was on sale and the week it was on sale → Under Sales Detail Tab, Select Summary for Discounted Items → Run report in Grid View

    On the report, you’ll have a column RegSales which will show regular-priced  sales (week 1), and a column DiscSales which will show all discounted-priced sales (week 2).

    See images below:

  • How can I get a report of all items actively on sale along with the pricing?

    Total Inventory Solutions -> Reports -> Products -> Product List: Set Sale Price Status Filters -> set the Output Format to “Pricing”

    See below:

  • How can I get a report of best / worst selling products?

    Total Inventory Solutions → Reports → Products → Product List:

    Under Sales Volume tab fill out the “Quantity Sold More/Less Than” or “Total Transactions More/Less Than”  Specify Date Scope “Between” → Specify Top Selling Items amount and select Best or Worst.

    See image below:

  • How can I Find a Credit/Debit Card Transaction?

    Total Inventory Solutions → Reports → Sales → Find Payment Record: Enter last 4 digits of cc # and any other transaction details available

  • How can I get a report of register actions and which user it was authorized by?

    Total Inventory Solutions Sales Sales_Register Action Log

  • How can I see my inventory's retail and wholesale dollar value?

    Total Inventory Solutions → Reports → Products → Product List → Set Output Format to “Wholesale & Retail Value”

  • How do I get an OnHand Inventory value report from a single vendor?

    Total Inventory Solutions → Reports → Products → Product List → Use the Vendor Receiving section to filter on the desired Vendor → Set the Output Format to Wholesale & Retail Value

  • How can I see Receiving and Sales totals for specific items and timeframe?

    Total Inventory Solutions → Reports → Products → Product List → set the ‘Vendor Receiving’ filtering options set ‘Sales Volume’ filtering options set Output Format to “Receiving and Sales Totals.”

    See image below:

  • How can I get a list of customers who purchased a specific item?

    Total Inventory Solutions Reports Sales Product Sales Analysis

  • How can I get a customer balance / aging balance report?

    Total Inventory Solutions Reports Customer Customer List, set the Output Format to Balance or  Aging Balance

  • How can I see a Customer's total purchases for a given timeframe?

    Total Inventory Solutions Reports Customer Customer Sales Detail Report

  • Vendors / Invoices

  • How do I add additional columns to the Invoice view?

    Refer to Image below:

    1)  Click the star icon at the left of the column headers and put a check mark next to those you want to include on the grid

    2) To save the view, click on the Save Column Layout icon

  • What is the purpose of the column with a "Pin" icon in an Invoice?

    It is designed to allow entering an abbreviated reason for a Cost change (i.e. D=Discount). If such a value was entered, the next time the Cost is changed you will be prompted to clear the Cost Flag since the current new cost might not apply to that Flag anymore. See attached image.

  • If I set an invoice to “Do Not Post to Inventory”, will it be included in the Receiving and Sales Totals Product List Report?

    Yes, these products will be included in all Receiving reports and show up on the products’ Delivery list, it just won’t be calculated as part of the Inventory Onhand.

     

  • I received just a few pieces, not a full case, how do I enter it in the Invoice?

    Set Qty to 1 ->  enter the amount received as the U/P/C -> when prompted how to save this new U/P/C select to save U/P/C “for this invoice only”

  • How can I store multiple email addresses for a vendor?

    Separate email addresses with ; (123@gmail.com;456@gmail.com)

  • How can I change the Vendor of an Invoice

    Open the Invoice → select Actions Copy Invoice → select the correct vendor → make sure to Delete the old invoice

  • How can I change the default Quantity for Vendor Invoice Items?

    To change the default qty to 0, 1 or anything else, please contact us so we can customize it to suite your needs