|
2.1
Setting Your Preferences
When you installed your system, some of
the basic setup information for your business was saved in the
Preferences file. You should now complete the set up of the company
information. Preferences are used to describe how you want your system
to operate on a day to day basis. You may change the settings at any
time to match new computer hardware or how you want the system to
run.
From the Modules Menu select
Preferences or click on the preferences icon
Preferences Icon
Modules Menu
The salon tab will be
displayed, enter your address and telephone numbers in the fields
provided. Tax Number if required should be entered as it will be printed
on receipts and invoices. Select your country for proper formatting
of telephone numbers and postal/zip codes.
Preferences, Salon Tab
Clicking on the different tabs will
display the information and settings available on the tab.
The Tax tab allows for setting the sales
tax names and rates. Two different taxes can be used with three rates
each, one rate being zero.
Preferences, Taxes Tab
Tax 1 or GST/HST in Canada: the setting
for code 0 is 00.0%. Set your current Tax 1 rate for code 1 (for example
the current rate in Canada is 7.0%). Code 2 rates are available, but not
currently used in Canada or US.
Tax 2 or PST in many provinces: the
setting for code 0 is 00.0%. Set your current Tax 2 rate for code 1 (
for example the current rate in Saskatchewan is 6.0%). Code 2 rates are
available, but not currently used in most provinces.
Preferences, Printing Tab
The Printing tab allows for adding text
for your receipt message, selecting printers for receipts and reports
and setting automatic receipt printing, receipt printer paper width and
cutting type for Epson receipt printers. Note
the system requires a standard printer for reports. You may
use a special receipt printer to print the receipts. If only using
a standard printer select it for both reports and receipts.
Printers must be installed in windows
prior to use by Salon & Spa. Check the automatically print receipts
if you want a receipt printed for each transaction. There is a 5
second delay to allow for canceling the print. You may also print
receipts by clicking on the print receipt button.
See
more information on point of sale hardware
On the Cash Drawer tab type select the
type of drawer and its connection. The system supports serial
drawers connected to com ports 1 through 4, a drawer connected to a
generic printer and a drawer connected to an Epson/Samsung receipt
printer. Information supplied with your drawer should provide the proper
settings and opening characters. The test button is provided to test
various settings on drawer operation, for example make sure that the drawer
will remain closed after opening.
Preferences, Cash Drawer Tab
The security tab sets up the security for
the system, you may turn the security on and off by clicking of the
check box If you wish your staff to log time in and time out
then check "Staff Must Log On/Off". This will track and report
on staff time for each day. Prevent telephone list printing stops the
phone list from the sales screen from being printed to protect your
client list when security is turned on.
The Master Password can be alpha-numeric
and 4 characters long. This password can be used to access all parts of
the system.
The Register Close Password can be
alpha-numeric and 4 characters long. This password can be given to the
staff as necessary and will only allow access to the Close Register
Feature.
Selecting individual cash out for staff
will allow separate reporting for cash and card receipts from each staff
member. This can be used for instances where each staff member is
operating their own cash drawer or for chair rental situations.
Preferences, Security Tab
The General tab allows for a number of
settings:
Preferences, General Tab
Staff Purchases, staff will be charged
the product cost plus the percentage entered.
Storewide Sale: enter as 00.0%. This can
be used from time to time to put a sale on all of the products in your
salon and is entered as a mark down percentage. ( for example 10.0%
would place all products on sale at 10% off).
Current Fiscal Year: for example
"2006". Make sure this year is entered correctly as it is
used for year end archiving of your data files.
You may record a beginning inventory
value for comparison purposes at year end. The year end procedure will
update this field each year.
You can enable and set up loyalty
Points program, detailed gift certificate program and discount coupons
using the loyalty tab. See
more on loyalty programs.
Preferences, loyalty Tab
From the Policies Tab you may set various
features of the system to suit your needs.
Preferences, Policies Tab
Create Client Service Records at time of
sale will record all sales transaction activity for the client in their
service history. Note that when this option is selected you must search
for the client during each sale. You may also select a "Walk
In" category by closing the client search dialog or pressing ESC.
Archive all Salon Files at Year End when
enabled will create a fiscal year copy of the current files which can be
viewed and printed using the Past Year Sales Reports from the Reports
Menu on the sales screen. It is
recommended that you use this feature to enable access to past year
records.
Use Pricing Table for Services, when
checked your service inventories will be priced similar to retail
products as noted earlier, you must put a price on each service in the
inventory, you will be prompted for the number of services sold at the
time of sale. If left unchecked you enter the price for the service at
the time of sale.
Speech On. This feature will provide
audible prompts at various points in the program. You must have a sound
card and speakers for this feature to function.
To save the preferences that you have set
click on the save button. Note that you must re-start Salon & Spa before
all of the new preference settings will be used. Click on the Close
button or press ESC to return to the sales screen.
|
