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3. Enter System Defaults

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█                  GoldStar Jewelers ♦ Reset System Defaults                   █


█ Show detail when scanning sales? . . Y (Normally this is Y)                  █

█ Search for Credit Slips each sale? . Y (Normally this is Y)                  █

█ Print spouse’s name on Receipts? . . Y (Normally this is N)                  █

█ Show Browse Screen Warnings? . . . . N (Normally this is Y)                  █

█ Enter the Usual Payment Method . . . 2 1-Card; 2-Chk; 3-Cash; 4-Credit Slip  █

█ Use Letters in Sku Numbers?. . . . . N (Normally this is N)                  █

█ Skip Clerk & Date during sales?. . . N (Normally this is N)                  █

█ Enable the ’Quick Sale’ option?. . . N (Normally this is N)                  █

█ Assign your Own Customer Numbers?. . N (Normally this is N)                  █

█ The default Area-Code and City is: . (310)   Los Angeles . .                 █

█ The Default State and Zip code is: . CA      90034                           █

█ Default Customer Event Codes are:. . HBD, WBD, ANN                           █

█ Hourly Custom Work Labor Rate: . . .  45.00                                  █

█ Repair Completion time in Days:. . .  7     ┌───────────────────────────────┐█

█ The Lowest Markup for a sale is: . .  1.50  │ Generally January is Period 1 │█

█ The Current Mark up rate is: . . . .  2.50  │ February is 2, etc. if your   │█

█ The Standard Inventory Location: . .        │ Fiscal Year starts in January.│█

█ The current sales period (Month):. .  6     └───────────────────────────────┘█

█ Enter the Cost-code Mnemonic:. . . . TOURMALINE                              █

█ Enter the Price-code Mnemonic: . . . BLACKSMITHZ The last letter is for the .█

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Enter the information that is most likely to be used while entering data in the Jewelry Shopkeeper.



SHOW DETAIL WHEN SCANNING SALES?*} When searching for an existing sale, you are shown a list of sales showing customer, date and amount. To help you find the right sale, you can also be shown the actual items on the sale, however it takes the computer extra time to look this information up. Choose Yes if you want to see the sale detail as you are scanning through sales. Choose No if you would rather the sales scan be a bit faster.


SEARCH FOR CREDIT SLIPS EACH SALE?*} When you are entering a sale, the computer can automatically check for you to see if the customer has outstanding credit slips or gift certificates. This can help you notify your customer but takes the computer extra time.


PRINT SPOUSE’S NAME ON RECEIPTS?*} When you print customer sales receipts or appraisals, you can print the customer’s name alone or you can include the spouse’s name as well.


SHOW BROWSE SCREEN WARNINGS?*} ‘Browse-Screens’ are high-speed pick-lists which are primarily used for scanning through the inventory file. The keystrokes needed to exit these screens are not particular easy to remember, so the Jewelry Shopkeeper can remind you of these keystrokes each time you are about to enter a Browse-Screen. If you set this warning off, the operation of the program will be a bit quicker (because it will skip the warning) but you will have to remember the keystrokes. See the Appendix for more details on using the inventory Browse Screens.


ENTER THE USUAL PAYMENT METHOD*} When entering a customer’s payment into the Jewelry Shopkeeper, you may pay by four main methods. Cash, Check, Charge Card (e.g. Visa, Amex etc.) and by a Gift certificate or Credit slip. To help speed-up the entry of sales, choose the payment method used most commonly by your customers. Of course, at the point of sale, you can always change the method that a customer uses and you can split the payment between different methods.


USE LETTERS IN SKU NUMBERS*} When entering class codes, there is an optional field that requests an alphabetical mnemonic equivalent of the numeric class code. For example, if major class code 10 were assigned Ladies’ Diamond Ring you could make LDR the equivalent to class code 10. A SKU number is composed of two parts: the class code and a unique number. In this example the SKU numbers 10-12001 and LDR-12001 would refer to the same item. Any time you are prompted to type in a SKU number, you can always type in either format. This default controls how the SKU numbers are printed out on reports or on inventory tags. Choose Y if you want inventory printouts to show the letter equivalent to the class codes instead of the number. (see Class Code Maintenance.)


SKIP DATE AND CLERK?*} If you set this default to Y then the sales screen will not stop to ask you the date of the sale or the sales clerks’ initials or a department code. This will speed up the entry of sales a bit. The date of the sale will default to the current date. Of course, if you want to track the sales clerks or you want to enter sales from a different day, you should enter N.


ENABLE THE ‘QUICK SALE’ OPTION*} Enabling the ‘Quick Sale’ option speeds up entry of sales in two ways. First, the sales screen skips the question of what the sale number is and just gives you the next available number (but you can change it if necessary). Second, when you type a SKU number into the sales screen, it fills in the full selling price, takes the description from the tag, and fills in the quantity as 1. Then it jumps down to the next line to accept the next item. Note that you could go back to that line and change the price or quantity if necessary. When the ‘Quick Sale’ is disabled, the description, quantity and price are filled in, but you are prompted to confirm or change them before going to the next line. If you usually discount the inventory’s tag price, you should probably set ‘Quick Sale’ to <N>. Try making sales when this option is set to <N> and also when it is set to Y to see which you prefer.


ASSIGN YOUR OWN CUSTOMER NUMBERS?*} If you set this default to N then the Jewelry Shopkeeper will automatically assign each new customer the next available unique customer number. If you set this default to Y then you will be able to assign each new customer the customer number of your choice.


THE DEFAULT AREA-CODE AND CITY IS*} Type the default area code and city. This is usually your own area-code and city. When you add customers to your databases, the area code and city will already be filled in for you with these.


THE DEFAULT STATE AND ZIP IS:*} Type the default state and zip code. This is usually your store's state and zip code. When you add customers to your databases, this information will automatically be filled in — but, of course, you can change it if necessary for customers with different information.


DEFAULT CUSTOMER EVENT CODES ARE:*} Each customer can have three special events (such as birthdays, or re-appraisal dates). If you usually use the same event codes for each customer, you can have the Jewelry Shopkeeper automatically fill them in for each new customer. You could always change the event codes for any customer for which they are not needed. e.g. if ‘Anniversary’ were one of your default customer event codes, you could change it to something else for single customers.


HOURLY CUSTOM WORK LABOR RATE*} Type the labor rate you usually pay for custom work and repairs. This rate is filled in for you when you are making estimates for such labor as casting and waxing etc. in the Custom Work part of the Jewelry Shopkeeper.


REPAIR COMPLETION TIME IN DAYS*} Type the number of days you usually estimate a repair will take. When you enter a repair, the due date will automatically be filled in for you. Of course, you can change the due date for any repair.


THE LOWEST MARKUP FOR A SALE IS*} To make sure you or a sales clerk does not enter a selling price in the sales screen that’s too low, you can enter a minimum markup rate. For example, if you enter the minimum markup as 1.4 and you accidently entered $130 as the selling price for an item that cost $100, the Jewelry Shopkeeper will warn you that the price is too low. This feature can be overridden if you have been assigned the highest security level in the program or if you do not use the Jewelry Shopkeeper’s passwording feature.


THE CURRENT MARKUP RATE IS*} Type the usual mark-up rate for Custom Work. This is also the default markup rate for goods. Note, however that you can create different markup formulas for each of the different major class codes. These markup formulas are entered when you create Major Class Codes. The markup formulas just present you with suggested selling prices for merchandise — you can override the suggested price for any or all items.


THE STANDARD INVENTORY LOCATION*} Type the default inventory location. This location code will automatically appear when you enter inventory items. Some stores only keep track of two

locations: ‘on the floor’ and ‘in the back’. Other stores keep track of many locations and cases where inventory is kept.


THE CURRENT SALES PERIOD (MONTH)*} Type the number of the current period according to your accounting method. For example, if your fiscal year begins in January then January is period 1. If your fiscal year begins in July then July is period 1. There are other possibilities. Note you should only have to set this up once — when you first set up the Jewelry Shopkeeper. The accounting period is updated at the end of each month when you perform the end-of-month procedures.


ENTER THE COST-CODE*} When you print inventory tags, you have the option of printing a cost-code as well as description, price and SKU number. The word that you enter here determines how the cost is encoded on the tag. The default cost-code word is PATHFINDER. For this code-word, P=1, A=2, T=3 and R=0. For the word PATHFINDER, the code PTN would indicate a cost of $137. The first ten letters are used for the digits 1,2,..,0 the eleventh letter will be used for the decimal point. If you put a letter in the eleventh spot then the cents will be included in the code, if you leave the eleventh letter blank the cost will be rounded and the cents will not be coded or printed. Note that there must not be any duplicate letters in the word that you choose. Entering a code here does not automatically put the cost-code on the tags; you have to specifically choose to include the cost code from the tag printing screen.


ENTER THE PRICE-CODE*} This is the same idea as the cost-code, but here you have the option to encrypt the price on the tags. If you enter a code here, the Jewelry Shopkeeper does not automatically encrypt the price; you have to specifically choose this option from the tag printing screen.





█                  GoldStar Jewelers ♦ Reset System Defaults                   █


█   Option to add inventory on sales screen? (N) . . . . . . . . . . . Y       █

█   Are your vendor style numbers usually shorter than eight-wide? (Y) Y       █

█   Do your costs for merchandise have four decimal places? (N). . . . N       █

█   Ask for suggested retail prices when entering inventory? (N) . . . N       █

█   Ask for Resale Information when entering customers? (N). . . . . . N       █

█   Ask for Customers’ mailing label salutation? (Y) . . . . . . . . . Y       █

█   Are sales commissions based on Price or Margin (P) . . . . . . . . P       █

█   Should Displayed Reports show in View Mode? (Y). . . . . . . . . . Y       █

█   Default to Store charges for charges account customers (Y) . . . . N       █

█   Reset printer row counter when switching printers (Y) . . . . . .  Y       █

█   Restrict sales screen dates to  29 days before and  7 days after entry date█

█   How many customer names should be searched at a time (8) . . . . . 8       █

█   What screen style should be used (0) . . . . . . . . . . . . . . . 0       █

█   What box character should be used (blank)  . . . . . . . . . . . .         █

█   Do you want to enter cost codes into ’Enter Existing Inventory’? . N       █

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OPTION TO ADD INVENTORY ON SALES SCREEN?*} On the sales screen, you can usually only sell items that have been previously been entered into the inventory file and if you type in a SKU number that is not in the inventory file, you will be given a warning. However, If all your inventory items have not yet been entered, you can set this option to <Y> so you can add inventory to the inventory file at the same time you are selling it.


ARE YOUR VENDOR STYLE NUMBERS USUALLY SHORTER THAN EIGHT-WIDE?*} The Jewelry Shopkeeper can accept inventory style numbers up to sixteen letters wide. If your inventory usually uses eight or less, answer <N> to this question so that inventory screens can be better organized. Even if you answer this question <N>, you can still enter the full sixteen letters in style numbers.


DO YOUR COSTS FOR MERCHANDISE HAVE FOUR DECIMAL PLACES?*} If your suppliers charge you to the nearest tenth or hundredth of a penny for your goods, answer this question <Y> so that the inventory screens will let you type the cost of items to four decimal places. Otherwise, answer <N> so that the inventory screens can be better organized.


ASK FOR SUGGESTED RETAIL PRICES WHEN ENTERING INVENTORY?*} The Jewelry Shopkeeper can maintain dual pricing for inventory items. If you want to be able to enter the Regular Price or MSRP for each item answer this question <Y>. Otherwise answer <N> so that the inventory screens will be quicker by not asking you for information you do not need.


ASK FOR RESALE INFORMATION WHEN ENTERING CUSTOMERS?*} If you are a wholesaler, you probably want to enter slightly different information in the customer profile screens. Answering <Y> to this question will make the customer screen ask you for resale information and other items appropriate for wholesale operations.


ASK FOR CUSTOMERS’ MAILING LABEL SALUTATION?*} The customer profile screen can let you customize how each customer’s mailing labels will be formatted. For example, given the married couple Janice Smith and Steve Jones, there are a number of different ways you might want the mailing label to be addressed. Answering this question <Y> allows you to decide how it will look. If you always want to use the standard format (Steve & Janice Smith), answering this question <N> will speed up the customer profile screen a bit by not asking you for the salutation.


ARE SALES COMMISSIONS BASED ON PRICE OR MARGIN?*} Sales commissions can be calculated one of two ways. Choose P to calculate commissions as a percent multiplied by the selling price – this is the most common. Choose M to calculate commissions as a percent multiplied by the profit on the item (selling price minus cost.)


SHOULD DISPLAYED REPORTS SHOW IN VIEW-MODE?*} When you view a report on the screen instead of printing it there are two methods the Jewelry Shopkeeper can display it in. In Regular Mode the report starts to show on the screen immediately, but you cannot scroll backwards. In View-Mode the screen goes blank while the report is generated but once it has been generated you can view the report on-screen and scroll up and down and left and right.


View-Mode reports require additional available RAM memory. If view mode does not work on your computer, you may need to adjust your computer to free up some conventional RAM. You may need to have some one assist you if you do not know how to increase the available RAM. If you cannot free up sufficient RAM, you will not be able to use View-Mode.


DEFAULT TO STORE CHARGES FOR CHARGES ACCOUNT CUSTOMERS*} When you enter a sale for a customer with a charge account at your business, you will be asked if that particular sale should be put on the account. If charge account customers usually put purchases on account, answer this question Y. If charge account customers do NOT usually put purchases on account, answer this question N. This option makes entering sales quicker because the usual response will already highlighted for you on the sales screen. You can always override the usual setting for any sale you want.


RESET PRINTER ROW COUNTER WHEN SWITCHING PRINTERS*} This question is only relevant is you have more than one printer attached to your computer. If you experience printer form-feeding when the program switches from one printer to another (for example switching from the tag printer to the receipt printer), try change the answer to this question to Y or N to see if it helps.


RESTRICT SALES SCREEN DATES*} When typing in a sale you are asked to enter the sale date. To prevent mistakes, you can restrict the dates allowed. If you typed in 3 days before and 1 day after the entry date, you can only type in sales from up to three days ago through tomorrow’s date. If you type in 0 days before and 0 days after, then the only valid date you can enter in the sales screen is the date that you type the sale.


HOW MANY CUSTOMER NAMES SHOULD BE SEARCHED AT A TIME*} When you type in a customer name, the program searches the customer file and shows the eight closest matches. If you include the first name in the customer search it can slow down the list a bit, and if you have a slow computer the list could be quite sluggish. If you reduce the number of customers that are shown in the list, the list will appear more quickly.


WHAT SCREEN STYLE SHOULD BE USED*} Every screen in the Jewelry Shopkeeper has a title at the top and a border around the choices. If you have a very old computer, you can speed up the screens by changing the Screen Style to show less information, or you can change the style for fun. Style number 0 is the standard style, but you can pick another style. At the time of writing, Style numbers up to 8 are accepted. You just have to try the different numbers to see what they look like.


WHAT BOX CHARACTER SHOULD BE USED*} This question is only used in conjunction with the Screen Style question above. If you choose a style other than Style 0 above, some styles let you pick the character that the border will be made of. Entering a blank will use lines to draw boxes. Entering a character such as “$” or “*” will make a borders made up of dollar signs or asterisks.


DO YOU WANT TO ENTER COST CODES INTO ’ENTER EXISTING INVENTORY’?*} When you first set up your existing inventory into the Jewelry Shopkeeper, you may be typing in the inventory from a list or from inventory tags which show the cost-code, not the actual cost. If somebody who does not know the cost-code is typing in the inventory he will not be able to convert the cost-code to the actual cost number. If you set the this <Y> then he can type in the cost-code and the program will automatically fill in the correct cost for that item. Note that if you set this option to <Y> you don’t have to type in the cost in code-format, you can enter either the code or the actual cost.