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Knowledgebase : Retail Back Office
STOCKTAKE MENU Solemate allows the user to do a stocktake by department or maker this can be a partial or full stocktake. A partial stocktake is by one or several departments / makers a full stocktake is all departments/ makers. The stocktake menu gives...
***This is only if you want to permanently markdown, otherwise just do the step in stock details>promotions See attached image file. go to Markdowns window Select: - screen preview - report - permanent markdown - enter the earliest date of t...
3.0 ENQUIRES MENU. This menu is used to enquire about the status of a particular item (s) 3.1 Stock Enquiry This function will show the requested style current stock on hand. To access this function 1. Select Enquiries Menu from top taskbar (left click)...
STOCK REPORTS 6.1 Stock Year to Date (YTD) Best Sellars. The stock year to date best sellers report gives you information about the products that are your best sellers over the current year. This report varies in the information given depending on the...
IN TRANSIT REPORT The in –transit report will show transfers that have been sent, (either from head office or a store location), but has not been received. A transfer will decrease the sending locations stock on hand, sending the stock to the “in-transi...
CLUB DETAILS This function allows the user to view/change/ delete or create customer details. These details are normally created in the Point Of Sale program. To view/change an existing customers details Select search and then enter the client name and ...
DISCOUNTS * Only apply when a user changes the scan price at POS * will show WAS and NOW price on receipt * will appear on discount report in Back office * will not allocate points on discount items MARKDOWNS * When a user changes the retai...
STYLE BY STYLE BASIS FILE MAINTENANCE > STOCK > STOCK DETAILS BRING UP A STYLE, THEN CLICK ON THE PROMOTIONS BUTTON AT THE BOTTOM. PROMOTION DETAILS CAN BE ENTERED FOR THAT STYLE BY ENTERING: PROMO PRICE DATE RANGE PROMOTION DETAILS CAN ALSO BE E...
MINIMUM / MAXIMUM STOCK HOLDING   TO ADD A MIN / MAX STOCK HOLDING * Select File Maintenance / Stock Details * Search for the required style and choose * Bring the style information on screen and select next and then the min/ max button * Plac...
This function will allocate a barcode to every style,colour and size that doesn’t have a barcode. N.B Every style is allocated a barcode when it is set up through stock details. It is unusual that a style hasn’t a barcode already allocated. Ask Solemate b...
This function allows the user to print view, delete and edit barcode tickets. There are two ways to generate a barcode to be printed 1. Barcodes are either generated by doing a stock receipt which will place the barcodes into a batch to be printed via thi...
This report shows what has been transferred to the stores. Every time a stock item is transferred from head office to a store location it will appear on this report until it is cleared. Send this report with the goods so the receiving store can check the ...
This function allows the user to receive transfers on a stores behalf.  (These are transfers that haven’t been accepted in the point of sale program). Currently these transfers are in the “in – transit “location and haven’t updated the stores stock on han...
This report will show the user the credit notes issued at point of sale which still haven’t been redeemed. This report will show • Credit note number • Client number • Client Title / surname • Credit note issue date • Credit note value  • Staff name whom ...
This report will show the user the credit notes issued at point of sale which have been redeemed. This report will show • Credit note number • Client number • Client Title / surname • Credit note issue date • Credit note value  • Staff name whom issued • ...
This report will show the user the Gift Voucher issued at point of sale and through head office which still haven’t been redeemed. This report will show • Gift Voucher note number • Client number • Client Title / surname • Gift Voucher issue date • Gift V...
This report will show the user the Gift Vouchers issued at point of sale and head office which have been redeemed. This report will show • Gift Voucher number • Client number • Client Title / surname • Gift Voucher issue date • Gift Voucher value  • Staff...
This report will show lay bys that are still outstanding in the point of sale system. This report will show • Client number • Client title / first name / surname / street / suburb / post code / telephone • Lay-by date • Lay by payment date • Total Lay-by ...
This report will show lay bys that have been completed. This report will show • Client number • Client title / first name / surname / street / suburb / post code / telephone • Lay-by date • Lay by payment date • Total Lay-by Amount • Total Payment • Lay b...
This report will show all purchase order that are still outstanding in the system. Purchase orders are generated in purchase order entry (Daily Activities Menu). The information contained in this report is • Purchase order number. • Supplier Name. • Order...
SUPPLIER DETAILS This function allows the user to add/delete or change any supplier details. To access this function 1. Select File Maintenance Menu  2. Highlight Supplier and left-click on Supplier Details To add a new supplier 1. Select NEW button...
All details must be in CAPITALS CUSTOMER ACCOUNT SET UP These functions should only be used if you are running customer accounts. The Customer Details function allows the user to create customer details and store other relevant information associated ...
This function will allow the user to view and / or save a report outlining the data that has been entered. The master files that are available are In the Stock Menu • Style Listing • Colour Listing • Size File Listing • Department Listing • Style by L...
STOCK RECEIPTS ENTRY When new stock is received it needs to be receipted into the system to reflect accurate figures If there are new styles, they need to be created in stock details before being receipted. To receipt stock 1. Select Daily Activities Menu...
PURCHASE ORDER ENTRY This function allows the user to create orders for future purchases. To access this function. 3. Select Daily Activities Menu from top taskbar (left click) 4. Highlight Purchase Order Entry and left click. To create a Purchase Order....
TRANSFER STOCK This function allows the user to transfer stock from the warehouse to store locations. To access this function 1. Select Daily Activities Menu from top taskbar (left click) 2. Highlight Transfer Stock and left click. To transfer stock 1. Ty...
Stock Adjustment Entry This function allows the user to make adjustments to stock on hand figures. This is fully audited as the system will ask for a reason and the name of the person making the changes. To access this function 1. Select Daily Activities ...