POS Procedures : How to use POS Categories

Knowledge Base Article

Knowledge Base Index : POS Procedures

How to use POS Categories

This article will describe how to use POS Categories which allow you to categorize sales and run report based on those categories.
POS Categories are used in TRS to track sales for different areas. They are user defined and can be used to categorize sales for any reason. The most commonly used POS Categories are Store and Internet to help track which sales were done in store versus sales done over the internet. When POS Categories is turned on reports such as Cash Accountability and Profit by Department can be run by Category or for all Categories combined.

The first thing you need to do to use POS Categories is to define them. In TRS click on Edit Lists then click on POS Categories. When the list displays it will display in alphabetical order unless you change the List Order. For instance if you used Store and Internet as your categories then Internet will display first on the list and Store will display second. If you want Store to display first you can put a 1 in the List Order next to it which will force it to the top of the list.

Once your POS Categories are defined in Edit Lists you need to turn POS Categories on at any TRS stations you want to use it at. Turning on POS Categories is individual to each computer running TRS. To turn it on in TRS click on POS then click on Options, if prompted enter your security code. In the POS Options window click on the Misc. Options tab. Next on the left hand side check the box that says “Prompt for POS Category?”. If you want to run reports based on categories this field must be checked on the computer that you use to run the reports.

Underneath the check mark that you just placed you have two options “Always Use The Following For This Station” and “Use The Following For Key To The Web Import”. This first option if filled in will make it so that when you start a point of sale transaction TRS will not prompt you for which category this sale should be categorized as but instead always use what you have entered in this field. When using this field you need to make sure that what you type in matches exactly with what you typed into the Edit List -> POS Category area. This feature can be useful for instance if you have a register that only rings up store sales and never rings up internet sales, you can put the category for Store in the box and all sales on this registered would then be categorized as Store. If you want TRS to give you a list to select from when starting a sale then leave this field blank.

The second option for Key to the Web can be used if you are using Key to the Web as your shopping cart and are downloading your sales from Key to the Web into TRS. If you enter something into this field then that will always be used as point of sale transactions are imported into TRS. Again, when using this field you need to make sure that what you type in matches exactly with what you typed into the Edit List -> POS Category area.

Article Details

Date Created August 07, 2009

Author Robert Pirone

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© Copyright JMM Software, Inc.
http://www.jmmsoftware.com/

How to use POS Categories
This article will describe how to use POS Categories which allow you to categorize sales and run report based on those categories. POS Categories are used in TRS to track sales for different areas. They are user defined and can be used to categorize sales for any reason. The most commonly used POS Categories are Store and Internet to help track which sales were done in store versus sales done over the internet. When POS Categories is turned on reports such as Cash Accountability and Profit by Department can be run by Category or for all Categories combined. The first thing you need to do to use POS Categories is to define them. In TRS click on Edit Lists then click on POS Categories. When the list displays it will display in alphabetical order unless you change the List Order. For instance if you used Store and Internet as your categories then Internet will display first on the list and Store will display second. If you want Store to display first you can put a 1 in the List Order next to it which will force it to the top of the list. Once your POS Categories are defined in Edit Lists you need to turn POS Categories on at any TRS stations you want to use it at. Turning on POS Categories is individual to each computer running TRS. To turn it on in TRS click on POS then click on Options, if prompted enter your security code. In the POS Options window click on the Misc. Options tab. Next on the left hand side check the box that says “Prompt for POS Category?”. If you want to run reports based on categories this field must be checked on the computer that you use to run the reports. Underneath the check mark that you just placed you have two options “Always Use The Following For This Station” and “Use The Following For Key To The Web Import”. This first option if filled in will make it so that when you start a point of sale transaction TRS will not prompt you for which category this sale should be categorized as but instead always use what you have entered in this field. When using this field you need to make sure that what you type in matches exactly with what you typed into the Edit List -> POS Category area. This feature can be useful for instance if you have a register that only rings up store sales and never rings up internet sales, you can put the category for Store in the box and all sales on this registered would then be categorized as Store. If you want TRS to give you a list to select from when starting a sale then leave this field blank. The second option for Key to the Web can be used if you are using Key to the Web as your shopping cart and are downloading your sales from Key to the Web into TRS. If you enter something into this field then that will always be used as point of sale transactions are imported into TRS. Again, when using this field you need to make sure that what you type in matches exactly with what you typed into the Edit List -> POS Category area.
Article Details
Date Created	August 07, 2009
Author	Robert Pirone
Article Options	[e-Mail this Article] [Print this Article] [Bookmark Article]
© Copyright JMM Software, Inc. http://www.jmmsoftware.com/